Westin Annapolis

9.30.18 - 10.1.18

Earlybird Countdown!






Earn up to 14 CPE Credits!

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

Sunday, September 24

TIME                             ACTIVITY

1:00 pm - 4:00 pm




Steve Wiley, The Lincoln Leadership Institute at Gettysburg

5:00 pm - 6:30 pm

2nd Annual Hall of Flame Awards ceremony.  Enjoy CFMA and CCIFP Signature cocktails!

6:45 pm - 11:00 pm

Steve Wiley, The Lincoln Leadership Institute at Gettysburg

Admiral Scott Moore

Monday, September 25

TIME                             ACTIVITY

7:15 am - 8:15 am

7:50 am - 8:00 am

Welcome, General Info, Opening Remarks- Ryan Henigan

8:00 am - 9:15 am

Moderator: Herb Bownett, Brownett & Associates


Harley Flack, Interprise Partners LLC

Joe Mastrippolito, Quandel Enterprises, Inc.



9:15 am - 9:30 am

9:30 am - 12:30 pm

Keynote Speaker- Steve Wiley, The Lincoln Leadership Institute at Gettysburg

12:30 pm - 1:20 pm

1:30 pm - 3:10 pm

2 Concurrent Sessions

Session 1, Track 1- Cyber Insecurity and Fraud Protection in 2017 – Emerging Trends for Construction Companies


Moderator: Rich Sowalsky, Baker Tilly


John Battista, AIG

Robert W. Eastwood, WSFS Bank

Matthew Hahn, SWK

Rich Sowalsky, Baker Tilly



Cybersecurity is one of the hottest topics and biggest concerns for businesses today. In this session, we'll move beyond the fear, uncertainty and doubt by explaining the current threat landscape and discuss cybersecurity trends, recent breaches and considerations for cybersecurity programs surrounding the construction industry.


2 CPE Credits in Computer Science

Session 1, Track 2- Forensic Accounting - Real Life Examples of Fraud Effecting Construction Contractors CFOs


Presented by: Jack Callahan, CohnReznick


“In this session, we will discuss real life examples of fraud “ schemes” and the risk they pose on our day to day activities. We will also review best practices to detect and prevent fraud waste and abuse.”


2 CPE Credit in Specialized Knowledge

3:20 pm - 5:00 pm

3 Concurrent Sessions

Session 2, Track 1- Best Practices to Engage Stakeholders to Effectively Negotiate Construction Contracts


Presented by:

Richard King, Schlouch Incorporated

Ronald Williams, Attorney

Wendy Byerley, Allan Myers, Inc.


Contract negotiation is a key risk management function in every construction company.  While knowledge of contract language is central to the negotiation process, the communication, approach to negotiation and inclusion of key stakeholders are also essential to success.


After attending this interactive session, attendees will:


  • Have an understanding of a comprehensive approach to reviewing contracts and other legal documents.
  • Identify and involve key internal and external stakeholders as partners during the review and negotiation processes.
  • Assess their project and contract risks.
  • Understand methods to effectively utilize outside legal counsel.
  • Recognize contract negotiation options for key risk areas as demonstrated with role playing and case studies.


2 CPE Credits in Specialized Knowledge

Session 2, Track 2- Ethics and Fraud:  Writing a Corporate Policy From the Top Down


Presented by:

Jon Landesman, Cohen Seglias Pallas Greenhall & Furman PC

Martin C. McCarthy, McCarthy & Company PC


Presentation will focus on a variety of unethical and fraudulent behaviors impacting your business, focusing on acts perpetrated by employees.  Topics include embezzlement, fraudulent documentation, misappropriation of confidential information and good will, whistleblowing, and harassment.  Leave here with understanding of issue and a plan to address – both in terms of conducting an investigation and (heavier emphasis) creating a policy.


2 CPE Credit in Specialized Knowledge

Session 2, Track 3- The New Revenue Recognition Standards: What does it REALLY mean to me?  What are the tax ramifications?


Presented by: Steve Mannhaupt & David Warshauer, Grassi & Co.


2 CPE Credit in Specialized Knowledge

5:00 pm

Closing remarks/Adjourn- Ryan Henigan

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: www.learningmarket.org.

19th Annual Mid-Atlantic CFMA Conference Committee

Ryan Henigan, Cohn Reznick (Chair)

Kimberly Hullfish, C. Abbonizio Contractors Inc. (Co-Chair)

Joe Artale, C. Abbonizio Contractors Inc.

John Bieber, National Glass and Metal

Joe Buckley, Allan Myers

Steve Freinberg, Clearview LLC

Mara Johnston, Star America Capital Advisors

Steve Lorenz, Baker Tilly Virchow Krause, LLP

Jim McGettigan, CBIZ / MHM

Chad Rosenberg, Rosenberg & Parker

Mike Sardo, W.L. Gary Co., Inc.

Denita Schreier, WDS Construction

Tony Stagliano, CBIZ / MHM

Audrey Stroman, N.B. Rogers Inc.

Chavon Wilcox, Aronson, LLC

Mid-Atlantic Region CFMA Chapters:

Central Pennsylvania

Central Virginia


Greater Berks-lehigh Valley

Greater Pittsburgh


New Jersey

New York


South Jersey

Washington DC

Hoop5 Networks, H5 Networks

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