TH ANNUAL - Amazon S3...Hagen, President, Hagen Business Systems, Inc., Chandler, AZ Through effectively using social media channels, in this session you will learn how to leverage

15151515TH ANNUALCONSTRUCTION FINANCIAL MANAGEMENT CONFERENCE

October 26-28, 2011 | Caesars Palace | Las Vegas, Nevada

GET THE LATEST INFORMATION ON:Construction Market Trends | Strategies for Economic ConditionsSurety, Financial, and Credit Markets | Construction TaxesHealth Care Reform | Financial Accounting Standards BoardFederal Acquisition Regulations | Fleet Management | Ethics and Fraud

EARN UP TO 20 CPE CREDITS

Same registration fees as 2010

Only $760 for “Early Bird” Registration

First-Time Attendee Discount

W W W . A G C . O R G / A G C _ C F M A

CONFERENCE OVERVIEW

This year’s sessions include:• Construction Industry Market Trends• Construction Financial Management “Boot Camp”• Fraud• Surety Market Update• Financial and Credit Market Updates• Construction Tax Update• Mechanics of Crisis Survival• Health Care Reform• Fleet Management• CFO’s Role in Project Management Success• Construction Insurance and Risk Management• Importance of Technology for Human Capital Management• Construction Enterprise Risk Management• Financial Statements and Sureties• Technology to Improve Productivity• Ethics• Controlling Cash Position• Women in Construction

WHO SHOULD ATTEND

Owners, Chief Financial Officers, Controllers, Treasurers, Certified Public Accountants, Auditors, Consultants, Bankers, Sureties, Legal Professionals, and others interested in the construction industry will greatly benefit from this conference.

HOTEL ACCOMMODATIONS

A block of rooms has been reserved for the 15th Annual Construction Financial Management Conference at Caesars Palace. To make your reservation, call (866) 227-5944 and identify yourself as an “AGC/CFMA Conference Attendee” or use Group Code “SCAGC1” to receive the discounted group rate. For online hotel reservations, visit: https://resweb.passkey.com/Resweb.do?mode=welcome_gi_new&groupID=3629451

$189/night plus taxes Run-of-House$209/night plus taxes Forum Tower$219/night plus taxes Palace Tower (the Palace Tower is the location of all meeting space)

The hotel reservation cut-off date is October 4, 2011. All reservation changes and/or cancellations must be made directly through the hotel. Reservations may be cancelled up to 72 hours prior to arrival.

SPONSORSHIPS AVAILABLE

The 15th Annual Construction Financial Management Conference brings together financial professionals in the construction industry to discuss the latest industry issues and their financial implications. If your company does work in the construction industry or is contemplating working with the construction industry, this conference is where you need to be. Show your support by becoming a sponsor and place your company before this focused market.

All Sponsorships Include | Recognition as a sponsor in marketing materials and conference program | Signage at event registration and sessions | Company literature display

Sponsorship Benefits | Demonstrating your company’s dedication to the construction industry | Increasing your company’s brand awareness | Creating consumer preference and brand loyalty | Creating positive corporate public relations | Recognition as a key player in construction financial management | Supporting sales promotions, campaigns, and objectives | Setting your company apart from your competitors

For more information on sponsorships, please contact Brynn Tupper (AGC) at (703) 837-5376 or [email protected].

Jointly sponsored by the Associated General Contractors of America (AGC) and the Construction Financial Management Association (CFMA), the 15th Annual AGC/CFMA Construction Financial Management Conference was developed in response to a need for programs and workshops designed specifically for financial professionals in the construction industry.

The three-day conference is filled with 38 interactive sessions, covering the latest industry issues and their financial implications. Sessions are delivered “group-live” and are at an intermediate, overview and update program level. There are no prerequisites or advanced preparation required.


TRAVEL INFORMATION

Continental Airlines offers meeting travel discounts! For a 5 percent discount or more, book reservations online at www.continental.com. Access your meeting discounts by inserting ZJSJ381240 in the Offer Code Box. Or, call your travel professional or Continental MeetingWorks at (800) 468-7022 and refer to Z Code ZJSJ and Agreement Code 381240. MeetingWorks offers Zone fares and discounts off published fares (2 percent to 18 percent). Discounts valid on Continental, Continental Express, and Continental Connection flights.

WEDNESDAY, OCTOBER 26, 20111:00 p.m. Registration Opens

3:20-5:00 p.m. General Session 1

1 | How to Get to Sleep at Night: Construction Financial Management “Boot Camp” (2.0 CPEs in the field of Management Advisory Services) | CFO Panel Listen and interact with a panel discussion on lessons learned from years of experience as financial officers in the construction industry. Learn about day-to-day life and how to deal with issues such as funding opportunities, employee honesty, field communications, management succession, managing external professional relationships, ethics compliance, and more.

5:30-6:30 p.m. Welcome ReceptionSponsored By:

THURSDAY, OCTOBER 27, 20116:00 a.m. Registration Opens

7:00-7:45 a.m. Continental BreakfastSponsored By:

7:45-8:00 a.m. Opening Remarks Ellis Hefner, CFO - R. R. Dawson Bridge Company, LLC, Lexington, KY - AGC/CFMA Conference Coordinator

8:00-8:50 a.m. General Session 2

2 | The Strategic Imperative: Transforming How Leaders Think

(1 CPE in the field of Management Advisory Services) | Ronald Magnus, Managing Director, FMI Corporation, Denver, COAt this session you’ll explore why thinking strategically becomes even more important during uncertain times, understand the critical need for finding interconnectedness between external forces and the internal operations of your organization, and identify the link between strategic thinking today and how it affects the long-term success of your organization.

8:50-9:00 a.m. BreakSponsored By:

9:00-10:15 a.m. Concurrent Sessions (select one)

3 | Construction Tax Update(1.5 CPEs in the field of Taxes) | John Armour, Director, CBIZ & Mayer Hoffman McCann P.C., LLC, Denver, CO | Kelli Franco, Partner, Moss Adams, LLP, Spokane, WAHear an interactive discussion on trends and techniques in construction taxation, including updates on the latest IRS and regulatory decisions. Learn tricks and traps related to taxation of construction contractors.

4 | Financial Market Update(1.5 CPEs in the field of Economics) | Ed Shill, Chief Investment Officer, QCI Asset Management, Pittsford, NYFind out about the overall state of the economy and the financial markets and how best to structure your investment strategy. Topics will include: discussions on the stock market, interest rates, individual stocks and selected investment ideas for the balance of 2011 and into 2012.

5 | Building on Social “Like” Kind Exchanges (1.5 CPEs in the field of Marketing) | Carol Hagen, President, Hagen Business Systems, Inc., Chandler, AZThrough effectively using social media channels, in this session you will learn how to leverage LinkedIn, attract and retain talent, garner Google Juice for your company, unleash business development’s secret weapon, engage your community, and create a trust culture.

6 | Fraud – Are You at Risk? (1.5 CPEs in the field of Management Advisory Services) | Drew Chambers, Principal, Mountjoy Chilton Medley, LLP, Louisville, KYFind out about how to protect your organization by understanding the psychology of fraud, learning common schemes used by employees to commit fraud, knowing whether your organization is vulnerable and understanding the financial consequences.

10:15-10:30 a.m. Break Sponsored By: Clifton Gunderson, LLP


7 | Construction Tax Update (Repeat of 3)

8 | Financial Market Update (Repeat of 4)

9 | Building on Social “Like” Kind Exchanges (Repeat of 5)

10 | Fraud – Are You at Risk? (Repeat of 6)

11:45-12:45 p.m. Lunch


11 | Tips and Tools for Maintaining Bonding in Tough Times(1.5 CPEs in the field of Management Advisory Services) | Robert Raney, Chief Underwriting Officer, Travelers, Hartford, CT | David Pesce, Vice President, Berkley Surety Group LLC, Morristown, NJIn today’s construction environment, contractors are encountering new challenges in getting bonds. These challenges will continue until the construction market fully recovers. As a contractor’s balance sheet shows signs of strain and income statements start to include some “red ink,” sureties may utilize some lesser used underwriting practices as a condition of issuing bonds. This session will outline strategies bond underwriters are currently using to reduce their risk and enable contractors to obtain the bonds they need to operate in today’s market. The advantages and concerns they present for contractors will also be explored.

2:00-2:15 p.m. Break Sponsored By: Clifton Gunderson, LLP

2:15-3:30 p.m. Concurrent Sessions (select one)

12 | Financial Reporting Update: Important News about Emerging Accounting Topics (1.5 CPEs in the field of Accounting) | Moderated by: Richard “Dood” Forrestel, Treasurer, Cold Spring Construction Company, Akron, NY | Jerry Henderson, Partner, BKD, LLP, Louisville, KY | John Armour, Director, CBIZ & Mayer Hoffman McCann P.C., Denver, CO | David Allison, Director, CBIZ & Mayer Hoffman McCann P.C., Leawood, KS | Eric Wallace, Partner, Carbis Walker, LLP, Pittsburgh, PAHear an interactive discussion on the world of financial reporting for construction financial managers and how it continues to evolve at a rapid pace. This session will include the latest updates, and

information on how to best prepare your company for these impending changes. Topics covered will include: multi-employer pension disclosures, private company financial reporting and revenue recognition.

13 | The Next Gold Rush? Opportunities and Challenges in Public Private Partnerships (1.5 CPEs in the field of Business Management & Organization) | Moderated by: Colin Myer, Managing Director, FMI Capital Advisors, Inc., Raleigh, NC | Geoffrey Heekin, Senior Vice President/Managing Director, Aon, Chicago, IL | Mike Loulakis, CEO, Capital Project Strategies, LLC, Reston, VA | Bill Ernstrom, VP Major Strategic Projects, The Walsh Group, Chicago, IL | Alan Feinsilver, Director of Development, Satterfield & Pontikes Construction, Inc., Houston, TXLearn from this expert panel of contractors, attorneys, and other industry participants about key issues associated with Public Private Partnerships including how to define them, who benefits from their implementation, who the key stakeholders are, how to position your business to succeed, and how to separate fact from fiction to identify the real opportunities for contractors within Public Private Partnerships.

14 | The Mechanics of Crisis Survival: What to Do When Your Company’s Future Is Threatened (1.5 CPEs in the field of Social Environment of Business) | Danny Parrish, President,Parrish Consulting Group, Suwanee, GAIn this session you will understand the psychology of a crisis situtation and the key steps to implement to survive, re-establish the basics in all areas, focus your team on the important issues to make good decisions, construct a plan for recovery and know what resources are available for you to use.

15 | Preparing for Healthcare Reform: The Patient Protection and Affordable Care Act (1.5 CPEs in the field of Specialized Knowledge and Applications) | Julie Pace, Senior Member, The Cavanagh Law Firm, Phoenix, AZThis session will help you understand how the new Patient Protection and Affordable Care Act (PPACA) will affect your business, what Healthcare Exchanges are, how healthcare insurance will change for you and what associated costs will come with implementing these changes. The lawsuits pending on the Healthcare Reform Act and whether they will impact the implementation of the Act will also be discussed.

3:30-3:45 p.m. BreakSponsored By: Clifton Gunderson, LLP


16 | Financial Reporting Update: Important News about Emerging Accounting Topics (Repeat of 12)

17 | The Next Gold Rush? Opportunities and Challenges in Public Private Partnerships (Repeat of 13)

18 | The Mechanics of Crisis Survival: What to Do When Your Company’s Future Is Threatened (Repeat of 14)

19 | Preparing for Health Care Reform: The Patient Protection and Affordable Care Act (Repeat of 15)

McGladrey Construction Real Estate Network

THE MCGLADREY ALLIANCE

PROGRAM SCHEDULE


5:00-5:10 p.m. Break Sponsored By: Clifton Gunderson, LLP


20 | Roundtable BreakoutsFASB/Audit (1 CPE in the field of Accounting/Audit) | Building (1 CPE in the field of Management Advisory Services) | Family Business (1 CPE in the field of Management Advisory Services) | Highway (1 CPE in the field of Management Advisory Services) | Tax (1 CPE in the field of Taxes)

6:00-7:00 p.m. Reception Sponsored By:

FRIDAY, OCTOBER 28, 20117:00-7:30 a.m. Continental Breakfast

7:30-8:45 a.m. General Session 5

21 | Economic Update (1.5 CPEs in the field of Economics) | Ken Simonson, Chief Economist, The Associated General Contractors of America, Arlington, VAListen to what the market is saying about the construction outlook. Learn how this will affect your company and construction and related industries.

8:45-9:00 a.m. Break


22 | Federal Contracting Opportunities and Missteps (1.5 CPEs in the field of Specialized Knowledge and Applications) | Bob Malyska, Partner, Ernst & Young, LLP, Irvine, CADiscuss the lessons learned from contractors in the federal contracting marketplace. Gain an understanding of why federal contracts are not all the same, what rules are changing and what to expect when auditors arrive on site.

23 | Fuel Management – Tips, Best Practices and Trends(1.5 CPEs in the field of Management Advisory Services) | Eric Newton, Vice President of Construction, Comdata, Brentwood, TNRising fuel costs are a major concern for the construction industry. Find out how to negotiate fuel costs; find out what alternative fuels are available; develop a fuel management strategy; and learn the four W’s of fueling: Who, What, When and Where.

24 | Where Are We Now? (1.5 CPEs in the field of Finance) | Glenn Thomas, Senior Vice President, Frost National Bank, San Antonio, TX | Rick Kress, Managing Director, The Private Bank, Chicago, ILFind out about current trends in the credit markets and if credit conditions are easing. Learn whether banks are lending money to construction companies and what it will take to get a loan. Gain an understanding of how new financial regulations might affect your company.

25 | Keys to the CFM’s Role in Successful Project Management Outcomes (1.5 CPEs in the field of Management Advisory Services) | Moderated by: Carl E. Franseen, CPA, Baker Tilly, Madison, WI | Joe Burkett, CFO, Cafco Construction, Boston, MA | Melvin BurgEs, CFO, Harcon, Alpharetta, GA | Erika Urbani, CFO, R.D. Olson Construction, Irvine, CALearn from this expert panel discussion on the key areas where CFMs can make a difference in the financial and operational success of construction projects. Hear best practices on such topics as monthly reporting, project close-out, change order management, pre-qualification, and others; as well as how to apply these practices to your company’s situation.

10:15-10:30 a.m. Break


26 | Federal Contracting Opportunities and Missteps (Repeat of 22)

27 | Fuel Management – Tips, Best Practices and Trends (Repeat of 23)

28 | Where Are We Now? (Repeat of 24)

29 | Keys to the CFM’s Role in Successful Project Management Outcomes (Repeat of 25)

11:45-12:30 p.m. Lunch


30 | Accounting Standards Update (1 CPE in the field of Accounting) | Larry Smith, Board Member, FASB, Norwalk, CTHear an update from the Financial Accounting Standards Board on topics including: leases, revenue recognition, multi-employer plans and more.

1:20-1:30 p.m. Break


31 | Fundamentals of Ethics (1.5 CPEs in the field of Ethics) | Marjorie Weber, CFO, Irontree Construction, Inc., Mesa, AZCFMs face ethical challenges every day. This session will present basic ethical concepts within a framework of analysis, encourage open discussion using case studies of actual construction company dilemmas, analyze ethical situations and how to make ethical decisions and align your behavior with your principles so you may act with integrity.

32 | Importance of Technology for Human Capital Management (1.5 CPEs in the field of Computer Science) | Rick Gott, Vice President Tech Sales, Computer Guidance Corporation, Scottsdale, AZIn this session, learn how integrated human resources solutions alleviate some of the burden of providing human resources data and reports by providing improved accuracy, productivity and reduction of expenses or costs. Hear examples of how technology solutions can help your company with daily human capital management including: safety administration and OSHA compliance, year-end administration and reporting, applicant tracking, employee benefits, government projects, and health care reform.

33 | What Exceptional Contractors Do to Dramatically Enhance Cash Flow (1.5 CPEs in the field of Finance) | Tony Stagliano, Director, CBIZ & Mayer, Hoffman, McCann, P.C., Plymouth Meeting, PA | Steve Lords, CFO, Martin-Harris Construction, Las Vegas, NVThis dynamic session will give you clear insight into what the most successful contractors have done and continue to do in order to control their cash flow destiny. There are two distinct parts to this program. The first involves enhancing cash flow by utilizing past and current proven concepts. The second incorporates forward thinking by not spending too much time looking in the rear view mirror. Learn why management needs to be focused on the future and the tools they can use to achieve that objective.

34 | Risk Management Best Practices – What Makes a Difference (1.5 CPEs in the field of Management Advisory Services) | Steven Davis, Director, McGriff, Seibels & Williams, Inc, Birmingham, ALGain an understanding of contract documents and the challenges of insurance, including how much to buy for your organization. Also learn what the best practices are when filing a claim with your insurance company.

2:45-3:00 p.m. Break


35 | Hammers, Nails and Lipstick … Oh My!(1 CPE in the field of Personnel/HR) | Marilyn Klinger, Partner, Sedgwick, LLP, Los Angeles, CA | Michele Grierson, Senior Project Manager,Martin-Harris Construction, Las Vegas, NV | Pam Hummel, Surety Manager, Morris & Garritano Insurance, San Luis Obispo, CA | Jackie Buck, CFO, AGI General Contracting, Stanton, CA | Kelli Franco, Partner, Moss Adams, LLP, Spokane, WAMore than just girl talk! Join us for an informative and insightful panel discussion featuring five female executives who represent various aspects of the construction industry. Not for ladies only! These construction professionals will share stories of their successes and challenges and discuss how gender does – and sometimes does not – impact their occupation. Is life more or less difficult for the female construction professional? Come hear what these women have to say during this interactive panel presentation.

36 | Importance of Technology for Human Capital Management (Repeat of 32)

37 | What Exceptional Contractors Do to Dramatically Enhance Cash Flow (Repeat of 33)

38 | Risk Management Best Practices – What Makes a Difference (Repeat of 34)

THE CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. | For more information regarding CFMA’s refund, complaint, and program cancellation policies, please contact Ariel Sanchirico, Associate Director of Educational Services, at (609) 452-8000 or [email protected].

The Certified Construction Industry Financial Professional (CCIFP) designation is the only standard to recognize financial professionals who truly know the business of construction. Credits earned at this conference are eligible toward CCIFP recertification requirements.

W W W . A G C . O R G / A G C _ C F M A SAVE THE DATE | 16TH ANNUAL CONSTRUCTION FINANCIAL MANAGEMENT CONFERENCE | OCTOBER 24-26, 2012 | CAESARS PALACE | LAS VEGAS, NV


GENERAL SESSION REGISTRATION:Wednesday, October 26, 20113:20-5:00 p.m. Session 1

Thursday, October 27, 20118:00-8:50 a.m. Session 212:45-2:00 p.m. Session 11

5:10-6:00 p.m. Roundtable Breakouts FASB/Audit Family Business Building Highway Tax

Friday, October 28, 20117:30-8:45 a.m. Session 21 12:30-1:20 p.m. Session 30

CONCURRENT SESSION REGISTRATION:(select one for each time period)

Thursday, October 27, 20119:00-10:15 a.m.

Session 3 Session 4 Session 5 Session 6

10:30-11:45 a.m. Session 7 Session 8 Session 9 Session 10

Lunch (please check if you will attend)

2:15-3:30 p.m. Session 12 Session 13 Session 14 Session 15


Friday, October 28, 20119:00-10:15 a.m.

Session 22 Session 23 Session 24 Session 25

10:30-11:45 a.m. Session 26 Session 27 Session 28 Session 29

Lunch (please check if you will attend)



To register, use one of the following three easy methods:

1. Go online to get more information or to register using our secure website: http://www.agc.org/AGC_CFMA

2. Mail this form with check or credit card information to:AGC of America, Convention and Meeting Services, 2300 Wilson Blvd, Suite 400, Arlington, VA 22201

3. Fax this form with credit card information to:Convention and Meeting Services | Fax: (703) 837-5403

Please direct any conference/online registration questions to Rockkie Dunton (AGC) at (703) 837-5304 or [email protected]. Please direct any hotel questions to Mary Doane at [email protected].

Last Name First Name and Initial Nickname for Badge

Company Name Title

Mailing Address

City State Zip Code

Phone Number Fax Number

Email Address

REGISTRANT’S AFFILIATION: (check all that apply) AGC Member CFMA Member AGC/CFMA Member Speaker Other: ____________________

PREVIOUS ATTENDANCE: First Time Second Time Other: ______________________________________________

REGISTRANT’S CLASSIFICATION (check all that apply): CCIFP Consultants, Bonding, Banking General Contractor Heavy/Civil Outside CPA Service Provider Specialty Contractor Other:_________________________________________

REGISTRATION FEESFirst-time attendees save $50 on registrationEARLY BIRD REGISTRATION (Before September 9, 2011)

$760 Single Registration $710 Single Registration for first-time attendee

$630 Subsequent Registrants from same firm $580 Subsequent Registrants from same firm first-time attendees

STANDARD REGISTRATION (On or After September 9, 2011)

$840 Single Registration $790 Single Registration for first-time attendee

$710 Subsequent Registrants from same firm $660 Subsequent Registrants from same firm first-time attendees

PAYMENT METHOD: Check (Payable to AGC of America) ( Company Personal )

Check #___________________________________________________________________________________

American Express Visa MasterCard Exp. Date_____________________________________ Card # ________________________________________________________________ Sec. Code ________Name as it appears on card ___________________________________________________________________

Special Needs/Requests ______________________________________________________________________

Registration Cancellation Policy:A full refund of your registration fee will be granted if received in writing on or before October 7, 2011.

A refund of your registration fee, less $100, will be granted if received in writing from October 8, 2011 to October 19, 2011.No refunds will be granted after October 19, 2011.

Attire: Attire for all events is business casual.

AGC/CFMA CONFERENCE

REGISTRATION FORM

October 26-28, 2011Las Vegas, Nevada

15TH ANNUALCONSTRUCTION FINANCIAL MANAGEMENT CONFERENCE


EARN UP TO 20 CPE CREDITS

Same registration fees as 2010

Only $760 for “Early Bird” Registration

First-Time Attendee Discount

AGC AND CFMA GREATLY APPRECIATE THE GENEROUS

SUPPORT OF OUR SPONSORS:

McGladrey Construction Real Estate Network

THE MCGLADREY ALLIANCE

AGC of America2300 Wilson Blvd. Suite 400Arlington, VA 22201-3308www.agc.org

15THANNUAL CONSTRUCTION FINANCIAL MANAGEMENT CONFERENCE

WWW.AGC.ORG/AGC_CFMA

MayerHoffmanMcCann P.C.An Independent CPA Firm

Documents

TH ANNUAL - Amazon S3...Hagen, President, Hagen Business Systems, Inc., Chandler, AZ Through effectively using social media channels, in this session you will learn how to leverage