AGENDA

5:00 pm - 7:00 pm

Welcome Reception
Location: Patriot’s Circle @ The Higgins Hotel

7:30 am - 8:15 am

Registration & Continental Breakfast

8:15 am - 8:30 am

Welcome, General Info, Opening Remarks

8:30 am - 9:45 am

“Bridging Generational Gaps”

Presentation by:
Kristen Scroggin, Gen WHY Communication Strategies

Session Overview
Understanding the "origin story" behind key generational differences can really help Bridge the Gaps in your office. This presentation will briefly examine the date divisions of American generations before launching into an exploration of where many of those different view points came from. From understanding how each generation views intelligence to explaining why some groups are better at managing time than others, we figure out how to better appreciate one another by discovering that its usually less about rebellion and power and more about how you grew up.

Learning Objectives:

• Attendees will be able to identify the 5 generations currently in the American Workforce

• Attendees will learn about common differences related to views on Intelligence, Excellence, Time Management, Adaptability, Social Needs and Work Ethic

• Attendees will understand how the mixture of these abilities can be beneficial within their workplace

Level: Overview
1.5 CPE Credits in Specialized Knowledge

9:45 am - 10:00 am

Break with Exhibitors

10:00 am - 11:15 am

“I Say WIP It: WIP it Good”

Presentation by:
Rich King, Schlouch Incorporated

Session Overview
How can the lyrics of a 1980s new wave, synth-pop song by Devo help us understand perhaps the single most important schedule used to manage a construction company? In this session, see how the song lyrics can be used as a guide to lead us through the critical aspects of the work-in-progress (WIP) schedule. Also, take a look at some best practices and techniques to effectively utilize the WIP to anticipate, communicate, and solve project issues as a member of your company's leadership team.

Learning Objectives:

• Understand the key attributes to prepare and manage an effective work-in-process schedule

• Review techniques to use the WIP to respond to project issues and changes while maintaining relationships

• Identify best practices to using the WIP to communicate project concerns

• Understand the importance of signals and the continuous feedback loop

• Analyze and utilize the WIP for strategic direction and planning

Level: Overview
1.5 CPE Credits in Accounting

11:15 am - 12:05 pm

“TX & LA Sales Tax Update for Contractors”

Presentation by:
Gary Dressler, Eisner Amper

Session Overview
The presentation will provide an overview of TX & LA sales tax issues for contractors including any updated laws, regulations, and recent litigation and policy updates.

Learning Objectives:

• Learn about recent sales tax updates of interest for contractors

• Understand how changes may affect your company  

Level: Overview
1.0 CPE Credit in Taxes

12:05 pm - 1:15 pm

Lunch with Exhibitors

1:15 pm - 2:30 pm

“Forecast and Key Trends for the US Construction Industry”

Presentation by:
Donna Laquidara-Carr, PhD, LEED AP, Dodge Data & Analytics

Session Overview
The construction economy is constantly changing, and Dodge Data & Analytics is an industry leader in forecasting activity across all sectors, tracking key trends with cutting-edge research and publishing compelling findings to help companies achieve success. Donna Laquidara-Carr, Industry Insights Research Director for Dodge will present the most current economic forecast for all construction sectors and share research findings that track the most important trends impacting construction companies. 

Learning Objectives:

• Understand the forecast for all sectors of the construction industry

• Learn about the key trends impacting construction companies

• Take away actionable insights to help guide your company on a path to success

Level: Overview
1.5 CPE Credits in Economics

2:30 pm - 3:20 pm

“Rewards Strategy – Using your Rewards Programs to Recruit and Retain Key Talent in Today's Competitive Employment World”

Presentation by:
Michael Krucker, Plante Moran

Session Overview
Historic labor shortages contrasted with a predicted global market value of $16.6 trillion by 2025, now is the time to implement strategies to hire, train, and retain top talent in the construction industry.  Providing a more effective total rewards package will help construction firms overcome these challenges and remain competitive in the market, but what does that mean in the current environment?  Employees want meaningful benefits packages, effective retirement solutions, and an overall feeling of workplace wellness. During this session, we will discuss overall trends we are seeing in the industry and alternative approaches to incentive compensation strategies - particularly focusing on programs for current and emerging leaders within your organization

Learning Objectives:

• Identify market trends

• Distinguish the various incentive compensation alternatives

• Discuss considerations in developing (or updating) an incentive compensation approach for current and emerging leaders within your organization

• Outline tax and accounting implications of the alternatives presented

Level: Overview
1.0 CPE Credits in Personnel/Human Resources

3:20 pm - 3:45 pm

Break with Exhibitors

3:45 pm - 5:00 pm

“Living Through the Nightmare: An Interactive Exercise on a Cyber Incident”

Presentation by:
Carolyn Purwin Ryan, Mullen Coughlin LLC

Session Overview
Cyber incidents affect companies small and large.  See how a company handles an incident in a mock tabletop exercise, while addressing the communications and the implications under contractual obligations, state and federal law.  Also, we will discuss the new regulations and trends seen within the industry. We invite the audience to participate.

Learning Objectives:

• Companies understand what occurs and what implications are from a legal and business standpoint during a cyber incident

• Understand the trends on ransomware, business email compromise and wire transfer fraud

• Learn about new and proposed regulations on cyber security and privacy

Level: Overview
1.5 CPE Credits in Information Technology

5:00 pm - 6:30 pm

Closing Remarks & Networking Reception
Location: BB’s Stage Door Canteen @ The National WWII Museum
Performance by: The Victory Belles

7:15 am - 8:00 am

Continental Breakfast

8:00 am - 8:15 am

Opening Remarks

8:15 am - 9:30 am

“Subcontractor Prequalification and Risk Mitigation”

Presentation by:
Moderator - Thomas Borgia, J.  Raymond Construction Corp
Panelists - Coming soon.

Session Overview
In this session, a panel of industry experts from subcontractors and general contractors will discuss their viewpoints on the prequalification processes most commonly used today.  Additional insights will be provided from a surety perspective.

Learning Objectives:

• Identify the typical types of information requested by GCs & sureties and how they are used

• Learn best practices around what subcontractors can do to prequalify owners/developers, GCs, and suppliers

• How to build trust between customer and vendor through a prequalification process

Level: Overview
1.5 CPE Credits in Management Services

9:30 am - 9:50 am

CFMA Update

Presentation by:
Neil Shah, President, CEO, CFMA
Caryl Coronis, CCIFP, CFMA 2024-25 Chair, CFO, NBG Constructors, Inc.

9:50 am - 10:10 am

Break with Exhibitors

10:10 am - 11:25 am

“Backlog is a Good Thing… Right?”

Presentation by:
Mike Trammell, CPA & Scott Yandle, CPA, FORVIS

Session Overview
Backlogs have historically spelled good news for construction companies, but this past year backlogs have become a double-edged sword. While the promise of work is still a great indicator of future revenues, backlogs are not necessarily great indicators of future profits. What are the key reasons that backlog could potentially cause pitfalls for your company? Find out in this insightful session with our FORVIS construction leaders.

Learning Objectives:

• Understand the current economic landscape when it comes to backlog and what that means for your company

• Discuss the positives and potential pitfalls that backlog can bring to your company

• Discuss tips and next steps to help levitate the potential issues that backlog can bring

Level: Overview
1.5 CPE Credits in Business Management & Organization

11:25 am - 12:15 pm

“Building Future Ready Construction - How to Prepare for Growth Through Effective Use of Modern Technology”

Presentation by:
Troy Rhodes, RSM

Session Overview
The construction industry faces ongoing challenges – inflation, industry labor shortages, rising material costs, safety concerns, and regulatory compliance. Those that focus on people, processes, and data, while making the most of technology, will be in the best position to thrive. The focus of Building Future Ready Construction is to bring to light what middle market contractors can do to prepare their business for growth and help contractors to deliver on increasing security protections, increasing operational efficiency, transforming existing business processes, and improving employee productivity through the effective use of modern technology.

Learning Objectives:

• Is my technology infrastructure where it needs to be as a digital business?

• How do I build and manage a secure IT foundation that’s predictable and scalable?

• How do I lead a future-focused business strategy of innovation and digital transformation with the right people, processes, and technology?

Level: Overview
1.0 CPE Credits in Information Technology

12:15 pm

Closing Remarks/Adjourn