SPEAKERS

Generational Consulting, LLC

Steve customizes keynote presentations and training sessions that deliver engagement strategies for attracting and retaining Millennials, empowering Generation X, capturing Boomer wisdom and cultivating future leadership by leveraging the strengths of each generation. Steve has shared his message with audiences across the country. Steve is also the creator of “The Pitch!”, a non-profit business contest that puts the next generation of workforce talent in charge to create a start-up company and make the perfect sales pitch! Teenage students learn business concepts, practice soft skills and networking and compete for prizes! When not in a classroom, Steve spends his time in gyms around the midwest coaching AAU basketball.

Economist, BMO

Michael is part of the team responsible for forecasting and analyzing the North American economy and financial markets. He has spent his career working in either economics or financial markets research for firms on both sides of the U.S.-Canada border. Prior to his current role, Michael headed up the Financial Services Analysis team at Bank of Montreal, focusing on regulatory and industry restructuring issues, before shifting to BMO Capital Markets Economics in 2004. He moved to Chicago in 2013, providing research support for the U.S. and Canadian fixed income business, before returning to Toronto in 2016. Michael is a graduate of Concordia University in Montreal and Western University in London, Ontario. He did doctoral studies at Fordham University in New York City and holds a Chartered Financial Analyst designation.

Chief Financial Officer, Ebsary Foundation Company

Yvette Aubin, CPA, CMA, CGMA, CCIFP is the Chief Financial Officer of Ebsary Foundation Company, bringing more than 20 years of experience in construction accounting and financial leadership. She began her career in public accounting and later served as a Divisional Assistant Controller for the largest homebuilder in the U.S. Yvette joined Ebsary in 2007 as Corporate Controller, was promoted to Vice President of Finance in 2011, and became CFO in 2018.

Yvette holds a Bachelor’s and Master’s degree in Accounting from Florida International University and is an active CFMA leader, currently serving as President of the CFMA Miami-Dade Chapter, a Florida Regional Conference Chair, and Vice Chair of the Heavy Construction Committee.

Chief Financial Officer and Shareholder, J. Raymond Construction Corp

Mr. Borgia is Chief Financial Officer and Shareholder for Florida based, J. Raymond Construction Corp, a general contractor specializing in commercial construction throughout the country.  J. Raymond Construction’s portfolio includes retail, office, healthcare, non-profit and warehouse facilities.   Tom is responsible for managing the financial operations and risk management programs for the company.  Tom provides leadership and direction for the operations team, along with managing the Human Resources, IT and Accounting teams.  With over 25 years of construction industry experience, Tom provides sound guidance and direction for the organization, while seeking the most effective ways to serve our clients.  From a CFMA perspective, Tom has been a member of the Central Florida chapter since 2006, where he served four years as Chapter President.  Nationally, Tom served as CFMA Chair for the year 2022-23, and previously as Vice Chair, Treasurer, Immediate Past Chair along with two years on the CFMA Executive Committee.  In addition, Tom has served on the Conference Planning Committee, Education Committee and the Finance/Investment Committee.  Tom is an alumnus of CFMA’s Spring Creek and CFMA’s National Mentoring Programs.  Within the community, Tom has served as President of Lake Mary, FL Little League for several years and through his leadership and guidance has been able to provide thousands of kids in the community the opportunity to learn life lessons through both baseball and softball.  In his spare time, Tom enjoys following baseball, playing golf, snow skiing and spending time at the beach with his wife Sarah and two kids Nolan (18) and Charlotte (16).

Co-founder and CEO of Adaptive

Matt Calvano is the co-founder and CEO of Adaptive, the AI-native project accounting platform for construction. Since founding the business in 2022, Adaptive has grown to nearly 1,000 contractors managing over $10 billion in construction volume, and has raised $26 million in venture capital from Andreessen Horowitz and Emergence Capital. With a background in real estate finance, and over four years working closely with construction CFOs and accountants, Matt has developed deep expertise in construction finance and a clear perspective on how AI is transforming the profession. He grew up in Michigan, graduated from Michigan State, and holds an MBA from Stanford.

Corporate Controller, Superior Construction Company

James Digamon is the Corporate Controller for Superior Construction Company. Superior Construction is a mid-size heavy civil construction company of approximately 1,100-1,300 employees that operates in both Florida and Indiana. James manages an accounting team of 10 that is broken out in functional teams that include Capital Assets (PP&E, leased, rental, strategic assets), Revenue and Financial Reporting, Job costing and AP, and Payroll (Union and Non-Union). He has been with Superior Construction for two years.

 Previous to his role with Superior Construction, James had financial reporting roles with Companies in Investment Banking and commercial property (ASC 842 Lease Accounting). James spent two over four years in Public Accounting with Assurance Services.

 James is a Certified Public Accountant in Florida and is a Certified Construction Industry Financial Professional (CCIFP). James also is an Army Reservists with the rank of Major. His specialty in the Army is a General Engineer Officer. He has done operational tours and duty in Iraq, Kuwait, Republic of Korea, and East Timor.

 James lives in Jacksonville, Florida with his wife and daughter.

National Workers’ Compensation & Group Captive Specialist, Brown & Brown

Tom has over 22 years of experience focused on or involved in workers compensation and/or commercial group captives in various jurisdictions and roles.  This includes ten years on the carrier side with the largest monoline workers compensation provider in the Southeast involved in sales, underwriting, claims management and advanced agent training. The last 12 years have been spent on the retails side as an agency principal, retail agent and production agent within Brown & Brown’s Dealer Services division. He currently works as Brown & Brown’s National Workers’ Compensation & Group Captive Specialist and National Sales Trainer for BBU in Workers’ Compensation and Commercial Group Captives. He is a 2002 BS Graduate from the University of Florida and a graduate from BBU P&C FL class #5 (05’). He specializes in complex multistate risks, experience rating and selling/placement of commercial group captives.

Founder and CEO, SubBase

Eric Helitzer is the Founder and CEO of SubBase, a technology platform dedicated to transforming construction material management. Growing up in a family deeply involved in the building process, Eric witnessed firsthand the inefficiencies and challenges subcontractors face. This experience inspired him to create SubBase—a solution designed to streamline material procurement and improve collaboration across the construction industry. With over 18 years of experience in construction and development, Eric brings expertise in value engineering, budgeting, operations, and CPM scheduling.

Business Leader & Construction Industry Strategist

Jason Keen is a business leader, entrepreneur, and construction industry strategist known for transforming complex organizations into high-performance, scalable enterprises. With over two decades of experience leading companies through growth, restructuring, and digital transformation, Jason brings a rare combination of operational insight and forward-thinking innovation. His leadership style bridges finance, technology, and people—empowering teams to execute with clarity and achieve results that last. Driven by a mission to help business owners build companies that thrive without burning out their leaders, Jason speaks on topics such as leadership in the trades, operational excellence, and strategic growth in evolving markets. His talks blend real-world experience with practical frameworks, inspiring executives to think bigger, lead smarter, and align purpose with performance.

Principal, Doren Mayhew Advisors, LLC

Bringing more than 20 years of experience in banking and finance, Jason has partnered with businesses of all sizes, from sole proprietors to publicly traded companies, to drive long-term financial and operational success.

Specializing in Employee Stock Ownership Plans (ESOPs), Jason advises companies on structuring transactions, navigating leadership transitions and executing effective succession strategies.

Jason also co-hosts the “Journey to an ESOP & Beyond” podcast, helping business owners navigate the ESOP transaction process while highlighting its simplicity and dispelling common misconceptions.

Jason’s practical financial expertise and strategic insight make him a trusted advisor for organizations wanting to leverage employee ownership to support growth and preserve legacy.

Partner, Guignard Company

Margie L. Morris, CCIFP is a Partner at Guignard Company, a surety bond only agency serving clients across the United States and internationally. Prior to joining the firm, Margie worked as a surety underwriter for Travelers.

Margie has dedicated her entire career to the surety industry. Margie has a deep understanding of the construction and surety industry, helping clients navigate complex business decisions including expansion, acquisitions, sales, ESOP formation, private equity partnerships, and ownership transitions.

Margie is known for her ability to quickly assess situations, identify strategic solutions, and deliver outcomes that align with her clients’ goals and long-term business plans. Margie is committed to staying at the forefront of the industry and regularly shares her expertise as a speaker for construction and trade organizations.

Outside of work, Margie enjoys spending time with her family, friends, and pets, staying active and giving back through mission work. She also directs the FeedingKidz program in Jamaica.

Chief Financial Officer, Wharton-Smith

Stephanie Pompeo serves as Chief Financial Officer for Wharton-Smith, a billion-dollar construction company with a long-standing legacy of delivering exceptional projects and creating meaningful community impact. Since joining the company in 2006, she has helped strengthen financial and operational strategies that support stability, smart growth, innovation, and continuous improvement across the organization. As CFO, Stephanie provides executive leadership for Finance, Accounting, FP&A, Payroll, IT, and Business Intelligence teams, with a focus on building clarity, efficiency, and confidence into strategic and operational decision-making. Her experience spans financial planning and analysis, budgeting, cost control, enterprise technology, workflow optimization, payroll, business intelligence, and organizational leadership within the construction industry. In addition to her corporate leadership role, Stephanie played an instrumental part in establishing the Wharton-Smith Foundation and now serves on its leadership team, helping support programs that strengthen the communities where the company works, lives, and plays. Stephanie is an active leader within the construction finance industry and has been recognized as an Orlando Business Journal Women Who Mean Business Honoree and CFMA Rising Star. She previously served as President of the Central Florida CFMA Chapter and participated as a speaker on the CFO panel at the AGC CFMA Conference. A collaborative and forward-thinking leader, Stephanie is passionate about empowering people, embracing innovation, and helping organizations continue to grow, evolve, and lead within their industries.

Chief Financial Officer, Wayne Automatic Fire Sprinklers, Inc.

M. Shawn Pyatt, CCIFP, is a senior construction finance executive with more than 25 years of leadership experience in the construction and contracting industry. He has served in CFO, CAO, and Vice President of Finance roles for general contractors, specialty contractors, and industrial service organizations, leading strategic initiatives in financial management, forecasting, ERP implementation, risk management, and operational improvement. Shawn holds a Bachelor of Science in Accounting from McNeese State University and is a Certified Construction Industry Financial Professional (CCIFP). He is an active member of CFMA and previously served on the CFMA Dallas/Fort Worth Chapter Board of Directors.

President and Principal, Big Blue Innovations

Jay Snyder is the President and Principal of Big Blue Innovations, a Cary, NC-based technology consulting firm helping startups thrive, guiding contractors through digital transformation, and shaping mergers and acquisitions strategies. With over two decades in the engineering and construction industry, Jay has led projects totaling nearly $1 billion, driven tech adoption in traditional sectors, and played a pivotal role in acquiring innovative startups. His expertise spans venture capital fundraising, contractor tech spinouts, and strategic growth planning—making him a trusted partner for companies looking to innovate and scale.