AGENDA

6:30PM - 9:00PM

Non-conference attendees are welcome but we encourage you to pre-register by emailing flegional@cfma.org.

8:00AM - 8:45AM

9:00AM - 9:10AM

9:10AM - 10:00AM

Christian Burger, President, Burger Group, Inc.

Session Overview:

I have data, but how do I use it? Need a roadmap for using data as an asset?

As trends go, Data and Analytics is trending up, way up. It has captured the imagination of nearly all IT leaders and most senior management in construction. The recognition that data is an asset is beginning to be understood, however, using data in an easily consumable format is a challenging hill to climb for many organizations. The gap between where the solution providers would like construction to be and where they are, is wide but closing quickly. This presentation will look at the current construction tech landscape, how new tools will begin to be deployed for delivering on the promise, and where the industry could be heading with the emergence of AI and Machine Learning.

The discussion will begin with a framework for thinking about the capture, storage, publishing and overall governance of data. The presentation will also look at the tools and tech in the marketplace to help contractors begin their data journey. Specific products will not be promoted but rather product classes will be discussed in order to understand the important layers in a modern data strategy and architecture. The session will use specific construction use-cases to demonstrate the value and the challenges associated with various value streams. This session will cover the initial building blocks and organizational requirements for firms beginning their data and analytics journey as well as some more advanced concepts for those who are already underway.

The presentation will combine both practical near term tactical steps a construction firm can take to get better data as well as longer-term strategic concepts that will help in planning, execution and communication within their organization.

Learning Objectives:

• Provide a framework for understanding how to capture, store, publish, and govern data effectively.

• Explore the existing tools and technologies available in the marketplace that can assist construction firms in initiating their data journey.

• Offer a blend of practical, near-term tactical steps that construction firms can take to enhance their data capabilities, as well as longer-term strategic concepts.

Level: Intermediate

1 CPE Credit in Information Technology

10:00AM - 10:20AM

10:20 AM - 11:10 AM

Scott Damiecki, Partner & Construction Industry Practice Leader, CohnReznick
Matt Derba, Partner, CohnReznick

Learning Objectives:

• To understand the definition of a joint venture and how recently issued US GAAP will change the accounting for the formation thereof.

• To understand the incremental segment disclosure requirements effective for calendar years ending December 31, 2024. We will cover the significant expense principle, transition, and the impact on quarterly financial statement disclosures.

• To understand how recently issued FASB amendments will impact income tax disclosures, from the perspective of financial statement preparers.

Level: Intermediate

1 CPE Credit in Accounting

11:10 AM - 12:00 PM

Session Overview:

Overview coming soon!

Level: Intermediate

CPE Credit:

12:00 PM - 1:15 PM

1:15 PM - 2:35 PM

Tom Borgia, CFO, J. Raymond Construction

Session Overview:

Overview coming soon!

Level: Intermediate

CPE Credit:

2:35 PM - 2:55 PM

Sponsored by IOA

2:55 PM - 4:10 PM

Jason Keen (Moderator), CFO, Mills & Nebraska

Panelists:
Tim Smith, CEO, Wharton-Smith (GC)
Bridget Pulsifer, CEO, Mills & Nebraska (Specialty Sub)
Bob Schafer, President, Ranger Construction (Heavy Civil)

Session Overview:

Panel Discussion from 3 CEO's - A GC, a Heavy Civil Contractor, and a Specialty Sub.

Hear from 3 different types on companies on what the CEO or President expects from the CFO.

Learning Objectives:

• Identify the type of working relationship a CEO wants to have with their CFO.

• What kind of Reporting does a CEO expect.

• What kinds of skills should a CFO have.

Level: Intermediate

1 CPE Credit in Specialized Skills

4:10 PM - 5:00 PM

Michael Gregory, CFA, Deputy Chief Economist & Head of U.S. Economics, BMO

Session Overview:

This session aims to provide the Construction Financial Management Professional with information to help them successfully manage the financial condition and processes of their company considering the current economic conditions.

Learning Objectives:

• Current economic climate.

• Updates on current and forecasted market conditions in respects to labor, interest rates and inflation.

• Impacts of a recession and preparation for the cycle.

Level: Intermediate

1 CPE Credit in Economics

5:15 PM - 6:15 PM

6:30 PM

Miami-Dade Chapter Dinner: Register here

South Florida Chapter Dinner: Register here

Tampa Chapter Dinner: Register here

Central Florida Chapter Dinner: Register here

NorthEast Florida Chapter Dinner – Coming Soon!

8:00 AM - 8:45 AM

9:00 AM - 9:50 AM

Tyler Chancey, Cyber Division Director, The Scarlett Group

Session Overview:

Audience Case Study & Mini Tabletop scenario asking attendees to run through a Faud attack and evaluate the team's controls.

Learning Objectives:

• Cybercrime Concepts: Explain the concepts and types of cybercrime, such as bank fraud, business email compromise, and extortion, and their impact on individuals, organizations, and society.

• Cybercrime Investigation and Response: Identify and analyze the challenges and opportunities for cybercrime investigation, response, standards and best practices.

• Cybercrime Prevention: Apply the knowledge and skills of cybercrime prevention and mitigation, such as data protection, encryption, authentication, and awareness, to various scenarios and cases.

Level: Intermediate

1 CPE Credit in Information Technology

9:50 AM - 10:40 AM

Christopher Tritt, President, Insurance Management Consultancy

Session Overview:

Overview coming soon!

Learning Objectives:

• Cyber Scorecard

• Risk Environment

• Coverage Triggers

Level: Intermediate

1 CPE Credit in Insurance (Cyber)

10:40 AM - 10:55 AM

10:55 AM - 11:45 AM

Session Overview:

Overview coming soon!

11:45 AM - 12:35 PM

Nancy Bielke, Digital Growth Director, CLA

Session Overview:

"LIVE! ChatGPT Demonstration, AutoExtract and Live WIP Reporting

Discover how this technology can reduce manual effort and data entry in processing inbound invoices, enabling your valuable resources to focus on higher value activities and reduce processing time and errors."

Learning Objectives:

• Identify how to leverage AI in today’s modern construction company.

• Review the power of Data and Automation.

• Identify how similar Construction Companies leverage large language models to run predictive analytics.

Level: Intermediate

1 CPE Credit in Information Technology

12:35 PM - 12:35 PM