Renaissance Arts Hotel New Orleans

8.8.19 - 8.9.19

Conference Countdown






Earn up to 12 CPE Credits!

The agenda was created to combine flexibility and maximum impact while also providing unique networking environments.

Thursday, August 8

TIME                             ACTIVITY

7:30 am - 8:00 am

8:00 am - 8:15 am

Welcome, General Info, Opening Remarks

8:15 am - 9:55 am

“Part I-Making Your Message Memorable: Presentations”

“Part 2-Making Your Message Memorable: Conversations and Q&A”

Anthony Huey, President -Reputation Management Associates

Whether you realize it or not, your communication skills are constantly being judged by others, often subconsciously. How you communicate, in everything from casual conversations to formal project presentations, can be the difference between success and failure. Don’t miss what is often your only opportunity to connect and leave a lasting impression.


This highly interactive, hands-on session is customized to address your particular issues and is perfect for every level of employee within your organization. Attendees learn effective ways to communicate their message to a wide variety of audiences they deal with every day, including customers, prospects, internal staff, boards of directors, key management, community partners, the news media, elected officials, investors, and many others.


Studies consistency show that most people only take away about 20% of what you say in a conversation. Are you being strategic in conveying the 20% you want people to remember, or are you just spewing content? This session gives executives, managers and employees on every level techniques and strategies to make their conversations memorable, as well as respond to difficult — even angry — questions from anyone. This is perfect training for those having to answer tough questions who receive them from a variety of audiences everyday.


Participants will leave the session with:

  • Proven techniques to leave a positive, memorable impression on a person or audience.
  • A revolutionary new approach to creating effective presentations.
  • Tips on how to more effectively use and read non-verbal cues to engage the audience.
  • Advice on how to speak from PowerPoint...the correct way.
  • New and more effective ways to present as a team.
  • Jaw-dropping techniques to reduce nervousness.
  • A training plan to reduce those pesky “ummms” and “ahhhhs.”
  • Guidelines on controlling the physical presentation environment.
  • Create memorable messages and work them into any conversation.
  • Stay on-message, no matter the circumstances.
  • Gain “think-time” to avoid the "deer in the headlights” look.
  • Use four specific response techniques to address any question.
  • Control negative body language and stay in control even when the questions get nasty.
  • Overcome nervousness in a tense or hostile environment.


2.0 CPE Credits in Specialized Knowledge

9:55 am - 10:15 am


10:15 am - 10:45 am

Update from CFMA National

10:45 am - 12:00 pm

“Construction Tax and Accounting Update -Where We Are and Where We Are Going”

Jim Lundy – Marcum LLP

Learning Objectives Include:

  • Discussion and Application of the Tax Cuts and Jobs Act One Year Out
  • Pre-Year End Tax Planning for Contractors (What To Do Before It’s Too Late)
  • Impact of Revenue Recognition and Leasing Standards on Construction Contractors


1.5 CPE Credits in Accounting and Tax

12:00 pm - 1:00 pm

1:00 pm - 1:50 pm

“Emerging Threats in a Cyber Landscape”

Special Agent Alena Cristina Jaime-Ramirez – FBI

A Special Agent from the FBI will provide a brief introduction to FBI New Orleans and elaborate on current cyber threat trends.  Discussions will highlight who mediates cyber-attacks, how those attacks might occur, and the common tools of the trade.  Lastly, we will discuss a few successful prosecutions and how we can protect ourselves.


1.0 CPE Credit in Specialized Knowledge

1:50 pm - 2:40 pm

“Understanding Contractors Professional Liability”

 Joseph Nawa, CPCU, RPLU, CRIS – RT Specialty

Over the past few years the typical contractor role in the construction process has changed dramatically. Due to a variety of reasons – advancement of several hybrid or new project delivery methods, requested insight or consulting from owners, broader offering of expertise, etc., contractors are assuming more of a professional role or combined professional/contracting role than they have in the past. Traditionally, contractors were viewed as providing a tangible product or work that could be specified and measured in one way or another.  Today, many contractors are hired based upon their expertise, experience, and qualifications, depending on the project delivery method chosen by the owner and are treated more as “professionals”. On the downside, these services that cross over into the realm of professional services bring about liabilities where once there were none. Many contractors have grasped this change and have managed the risk accordingly. Others have not.


Participants will learn in this presentation:

  • the various professional liability exposures of a construction firm
  • identify the various methods available to protect against such exposure, including contractor’s professional liability insurance.
  • explore the marketplace and identify the major coverages in each policy form – from Contractors Professional Liability (CPrL) to Combined CPrL and Contractors Pollution Liability (CPL) programs to Contractors Protective Professional Indemnity (CPPI) programs.
  • explore the first-party coverage offered in the marketplace today including protective indemnity and rectification/mitigation coverage.


1.0 CPE Credit in Specialized Knowledge

2:40 pm - 2:55 pm

Break (soda, water, snack)

2:55 pm - 3:45 pm

“A Unique Perspective: Coping with an Aging Construction Workforce/Retaining Good Employees”

Charlie Kimmel, President – Kimmel & Associates

Coping with an aging workforce has been a struggle for many companies as young people are not entering the workforce at a robust rate and retaining good employees has always been a priority for construction companies. Kimmel & Associates has a unique perspective because both companies and candidates must speak openly and honestly to us so we can assist in career and company growth. Throughout this process, we learn how companies cope with these issues. It’s the little things that matter the most. Our presentation provides innovative and low-cost solutions, company leaders can bring to their firms easily and effectively. This presentation provides specific solutions using concrete and proven tools for attendees.

Attendees will learn:

  • how to bridge the employment age gap
  • how to recruit the best employees for key positions
  • effective succession planning techniques
  • the results of our in-house survey “Top 10 reasons Why Employees Leave”
  • how to increase retention rates effectively and at a low-cost


1.0 CPE Credits in Specialized Knowledge

3:45 pm - 5:00 pm

“Achieving Operational Excellence”

Gregg Schoppman – FMI

How do you win in today’s economy? Regardless of market conditions, becoming a lower-cost producer – as a general contractor, construction manager or trade partner – is probably the best strategy.  Much like safety, operational excellence starts at the top.  Best of class organizations develop a consistent set of processes, internal tools and metrics to drive efficiency and proactive problem solving at all levels of a project.  Learning objectives include:

  • Improve operational effectiveness to build in today’s complex world
  • Implement FMI’s P3 model – Process, Productivity Tools, People
  • Understand the impact of metrics on performance and how key performance indicators help change behavior
  • Integrate top management and project management, which is critical to operational improvement
  • Determine the best practices being implemented


1.5 CPE Credits in Specialized Knowledge

5:00 pm - 6:30 pm

Friday, August 9

TIME                             ACTIVITY

7:30 am - 8:00 am

8:00 am - 8:15 am

Opening Remarks

8:15 am - 9:55 am

“Your Business Will Never Be The Same: Hot Technologies 2020”

 James Spellos– Meeting U

How are you keeping up with the technological advancements that impact your job and career?  Do you find that you’re barely able to keep pace with the latest developments within the industry?  This session reviews what’s new and way cool in technology industry in this interactive, fast-paced look at what’s here for us to use now and what’s coming in the near future, including the latest information about virtual & augmented reality, artificial intelligence, and other important tech trends.


After participating in this session, the learner will be able to:


  • Identify the most critical tech tools that are impacting construction, and how your organization can utilize them
  • Understand how the speed of change is forcing organizations to embrace technology or be left behind
  • Recognize how new technologies such as virtual & augmented reality are having an impact on the construction industry


2.0 CPE Credits in Information Technology

9:55 am - 10:10 am


10:10 am - 11:50 am

“Keys To Success from Louisiana’s Construction Leader Panel”

Moderator – Ben Branhinsky –Leap Financial

Panelists:  John Schempf-The Newtron Group; Jonathan Kernion-Cycle Construction; Lenny Lemoine – The Lemoine Company; Stevie Toups- Turner Industries Group


Enjoy this informative discussion with industry leaders as they share key aspects for success. Topics include:

  • The importance of culture, core values and purpose.
  • How to effectively plan, both strategic and business, to create alignment, priorities and results.
  • Data, metrics, and dashboards…what really matters and how do you measure it?
  • Finding, attracting and keeping great talent, what works and what doesn’t.
  • Getting an outside perspective - Peer groups, advisory boards and governance.
  • Developing talent, management succession and developing leaders.
  • Technology, social media and information…. tips and trips.
  • Increasing teamwork, trust and effectiveness within an organization.
  • The greatest risk and challenges in the coming five years.


2.0 CPE Credits in Specialized Knowledge

11:50 am - 12:00 pm

Closing remarks/Adjourn

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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Web site:

CFMA Louisiana Construction Conference Committee

Christina Chifici, LaPorte, CPAs & Business Advisors

Mary Lynn Jones, Alliance Safety Council

Charlotte Ricaud, Excel Contractors, Inc.

Bert Guiberteau, Cory, Tucker, & Larrowe, Inc.

Greg Brenan, Hannis T. Bourgeois, LLP

Lawrence Mastalski, SureTec

© Construction Financial Management Association. All Rights Reserved.

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