Renaissance Arts Hotel New Orleans

8.9.18 - 8.10.18

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 9

TIME                             ACTIVITY

7:30 am - 8:00 am

8:00 am - 8:10 am

Welcome, General Info, Opening Remarks

8:10 am - 9:25 am

“Death of a Contractor”

Kevin Foley- Madison Concrete Construction

This presentation will cover the issues and situations that led to the closing of a successful regional contractor after 99 years in business.  Learning objectives addressed include:

  • Strategic and Succession Planning
  • Changing a Company’s Market Focus
  • Company Processes
  • Human Resource Concerns
  • Losing the Ship’s Rudder


1.5 CPE Credits in Specialized Knowledge

9:25 am - 10:15 am

“ERISA Fiduciary Risk Mitigation & Training”

Samuel Henson- Lockton Retirement Services

In 2017, the average DOL investigation resulted in $585,000 being recovered and the average litigation settlement was north of $15 million dollars.  The need for fiduciary risk mitigation has never been higher.  The learning objectives of this session are:

  • Identify and understand your company’s ERISA fiduciary obligations and duties,
  • Identify and evaluate the most prevalent areas of litigation and DOL enforcement that put your company at risk, and
  • Implement and adopt proactive risk mitigation strategies to reduce your company’s exposure.


1.0 CPE Credits in Specialized Knowledge

10:15 am - 10:30 am


10:30 am - 11:45 am

“The Changing Role of IT and IT Trends in Construction”

Christian Burger – Burger Consulting, LLC

The role technology is playing in construction businesses has changed dramatically in the last five to ten years and certainly shows no sign of abating. This means the roles of the IT department and your top-level IT Manager are changing dramatically. Are you prepared?  This session will look specifically at trends, infrastructure, delivery and more.  It will also cover current IT trends in construction and how to plan.


1.5 CPE Credits in Information Technology

11:45 am - 12:45 pm

12:45 pm - 2:00 pm

“Top 10 Things Contractors Need to Know About the New Tax Law”

Jim Lundy – Marcum LLP

The biggest tax law changes in over 30 years – What’s in it for You?

This session will review significant changes coming out of the Tax Cuts and Jobs Act. The learning objectives of this session are:

  • Changes to tax rates and pass-through deductions for business entities
  • Changes to taxes and deductions for partners and owners
  • Changes related to estates and succession planning
  • Tax planning and strategies to take advantage of the opportunities (and to avoid the traps!).


1.5 CPE Credit in Taxes

2:00 pm - 2:30 pm

Update from CFMA National

2:30 pm - 2:45 pm

Break (soda, water, snack)

2:45 pm - 3:45 pm

“Building an Information Bridge from the Field to the Office”

Kevin Leatham – Skysite

This session will cover:

  • 5 trends impacting the construction and capital projects space
  • Reality of using cloud and mobile solutions to improve performance
  • Using industry insights to reveal opportunities for improvement
  • Achievable business outcomes impacting the bottom line from bridging field to office gaps
  • Practical demonstration of solution in practice


1.0 CPE Credits in Specialized Knowledge

3:45 pm - 5:00 pm

“Building a Culture of Innovation and Continuous Improvement”

Connor Butler – Relevate Lean Construction Consulting

What can you do as a leader to foster a culture of continuous innovation?  Some of the answers may surprise you.  Come join us for an interactive session and learn:

  • A working definition for innovation and why innovation is crucial for the construction industry.  Participants will understand the academic and industry data on construction performance and the opportunity to prosper by driving change.
  • How to tie innovation to business goals, strategy and create a program including organizational communication.
  • The two most important things managers and leaders can do to create a culture of innovation.  Both are simple and yet difficult.
  • Tools for encouraging and measuring progress.  Participants will learn simple tools they can apply to spur innovation and also best practices for measuring progress.


1.5 CPE Credits in Specialized Knowledge

5:00 pm - 6:30 pm

Friday, August 10

TIME                             ACTIVITY

7:30 am - 8:00 am

8:00 am - 8:15 am

Opening Remarks

8:15 am - 9:05 am

“Protecting Your Money- Requirements & Time Delays for Liens in Louisiana”

Christopher K. LeMieux & Jonathan Forester– Riess LeMieux, LLP

Overview of Louisiana lien law as it relates specifically to owners, contractors, subcontractors and suppliers as the law affects each group differently.  Procedures that should be put in place for these different entities on a project to implement compliance with Louisiana’s lien laws.


Learning objectives include:

  • What contractual clauses to include, and policies and procedures to implement, to comply with Louisiana’s lien laws
  • How to protect your payment rights through Louisiana’s lien laws including the filing of liens and respective notice requirements.
  • How to defend against invalid liens improperly filed against your project or bond.


1.0 CPE Credits in Business Law

9:05 am - 9:20 am


9:20 am - 11:00 am

“Future of Construction Workforce Panel”


Milton Graugnard- Cajun Industries, LLC


Chris Newton- Cajun Industries, LLC

Wayne Tyson- Turner Industries

Lauren Champagne- EXCEL

Chris Williams- Barriere Construction Co.

Sarah Busch- Landis Construction


Executives from Construction Companies to discuss the war for talent in the construction industry and best practices to attract and retain top talent in the industry.


2.0 CPE Credits in Specialized Knowledge

11:00 am - 11:50 am

“Internal Fraud & Embezzlement: Strategies to Mitigate Risk”

Bryan Callahan – BKD, LLP

It is estimated the average organization loses 5 percent of its annual revenue to fraud, according to the Association of Certified Fraud Examiners Report to the Nation on Occupational Fraud and Abuse.  This session is designed to update you on current trends related to internal fraud and ways your company can try to mitigate fraud risks. Learning objectives include:

  • Describe recent fraud trends from ACFE Report to the Nations
  • Provide fast-paced real life examples of internal fraud
  • Discuss how to use cutting edge technologies to catch fraud early or prevent it entirely


1.0 CPE Credit in Accounting

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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