AGENDA

7:00AM - 5:00PM

7:00AM - 8:00AM

8:00AM - 9:00AM

Presented by: Jonathan Kraftchick

Session Overview:
The world is changing quickly, and with that, comes people with varied views and values. We tend to be influenced by one group while ignoring the views of others. In this course, we'll discuss the various definitions of "right" and how common biases can make the gray areas that much grayer. In this presentation, we’ll discuss how ethics is not just about right or wrong, or not doing “bad” things. It's about pausing and paying attention to what's going on around you and becoming more aware of the everyday dilemmas that surround us as accountants.

Learning Objectives:

• Become aware of the many ethical blindspots

• Define what ethics is an is not

• Better understand personal values and how they interact with business ethics

CPE Credit in Ethics

9:00AM - 9:10AM

9:10AM - 10:20AM/10:35AM - 11:50AM

Session Overview:
In a collaborative learning game, participants will act as CEO and CFMs of a company and teams will manage various strategic initiatives, while facing changing market conditions and unforeseen situations.

Learning Objectives:

• To improve collaboration, communication, and decision-making through a uniquely team building experience.

CPE Credits in Personal Development

Learn more about the CFMA Challenge here.

12:00PM - 1:00PM

Sponsored by Williams, Overman, Pierce, LLP

1:15PM - 2:20PM

Presented by: Jay Snyder

Session Overview:
For years people have been saying that "data is the new oil" however most companies in construction, and even outside of construction, have failed to achieve meaningful value with the information entered into systems and the data generated. However, unlike the past, companies can't put the blame on uncooperative software or poor access to the resources to make it happen. Now, contractors have the opportunity to be data driven to assist decision making and be aware of issues sooner. But it takes deliberate action from capable leadership and requires a focus on the business intelligence that matters. We will discuss this situation, the data that drives ROI, and the path to levering business intelligence in your organization.

Learning Objectives:

• Understand the historical barriers to leveraging data and how those obstacles have dissolved.

• Understand the Be able to define the key components of a program that manages data and produces BI for high impact.

• Learn a clear and easy process to transition from a data laggard to a high functioning data driven organization whether you are a $5M or $500M contractor.

CPE Credits in Information Technology

2:20PM - 2:45PM

2:45PM - 3:50PM

Presented by: Michael Walden, Ph.D.

Session Overview:
This session will address how inflation, interest rates and consumer buying relate to the construction industry?”

Learning Objectives:

• Understand the current inflation situation and whether the fight against inflation is coming to a close

• Understand the current objectives of the Federal Reserve and what they imply for interest rates

• Understand the trends in consumer spending, particularly for outputs of the construction industry

CPE Credits in Economics

3:50PM - 4:15PM

4:15PM - 5:25PM

Presented by: Claire Wilson

Session Overview:
As a subcontractor, you’re constantly financing your clients’ projects. You’re funding the job and doing the work before you’re paid. And getting paid isn't easy. Only 5% of subcontractors report always being paid on time, and the average time to get paid in construction is 90 days. It’s time to buck the status quo! In this session, Claire Wilson will share best practices and strategies for getting paid faster and better managing cash flow on projects.

Learning Objectives:

• Identify and address the main causes of payment delays

• Detect billing red flags and intervene

• Optimize change order management

• Implement billing projections and cash flow forecasts

CPE Credit in Management Services

5:30PM - 7:00PM

7:00AM - 8:00AM

8:00AM - 9:00AM

Moderator: Chris Lydick
Panelists:

Session Overview:
More information coming soon.

Learning Objectives:

CPE Credits in Business Management & Organization

9:10AM - 10:10AM

Presented by:
Sarah Schaible, Ph.D.
Jim Rhodes

Session Overview:
Attrition in the construction industry continues to increase as older workers retire and the pool of skilled labor diminishes. While most companies engage in some form of succession planning, only 19% have established plans for transitioning key strategic roles. Training a successor at the higher echelons of an organization can take between five to seven years, and even longer when ownership transfer is part of the equation. Recently, Wayne Brothers has successfully developed their executive succession plan with the assistance of FMI. Join Sarah Schaible, Ph.D., Leadership Consultant at FMI Consulting, and Jim Rhodes, Senior Vice President at Wayne Brothers, for an in-depth discussion on the succession planning process based on Wayne Brothers' experience. This session will explore the specific challenges encountered, including the disparities in skill sets between incoming individuals and their retiring predecessors.

Learning Objectives:

• Understand the critical components and timeline required for effective executive succession planning in the construction industry.

• Identify and address the specific challenges and skill set disparities encountered during the succession planning process.

• Apply best practices and lessons learned from Wayne Brothers to develop or enhance your organization's succession plan.

CPE Credit in Personnel/Human Resources

10:10AM - 10:45AM

10:45AM - 10:50AM

10:50AM - 12:05PM

Presented by: Jim Bouchard

Session Overview:
More than ever, it's not "just about the money" when it comes to attracting and holding on to top talent. People are going where they know their leaders care, where their work has meaning, and they have a real chance to learn, grow and develop.

Attendees will learn how to do the following:

• Attract - and KEEP - the best people in this fast-moving environment

• Cultivate leaders at ALL levels - regardless of title or position. Your front line people are the face of your organization, and your customer's first impression!

• Learn why human-centric leadership is critical in the ever growing world of AI

• Connect people to PURPOSE – not just a job

• Engage people in the face of uncertainty

CPE Credit in Personnel/Human Resources

11:50AM - 12:00PM

12:05PM - 1215PM