Westin Annapolis

9.30.18 - 10.1.18

Earlybird Countdown!

DAYS

HOURS

MINUTES

SECONDS

SPEAKERS

John Battista

Assistant Underwriting Manager, Professional Liability- AIG

 

John Battista, Assistant Underwriting Manager, Professional Liability, AIG  John Battista is currently an Assistant Regional Underwing Manager for Professional Liability in the New York Region for AIG Commercial Insurance. John is responsible for numerous professional liability lines of business in the middle market including network security and privacy. John is tasked with growing cyber insurance for middle market companies.  John’s role includes leading continuous improvement of staff by enhancing underwriting skills, knowledge and innovation. John joined AIG in 2003 as a Professional Associate in the Professional Liability Division. John held several positions of increasing responsibility within the claims department. In 2012, John transferred to professional liability underwriting for Lexington Insurance.  In 2016, John was promoted to Assistant Regional Underwriting Manager for the New York Region.  John holds a Bachelor’s of Science degree in Finance from State University of New York, College of Oswego.

Wendy Byerley

Director of Contract Controls- Allan Myers, Inc.

 

Wendy Byerley is Director of Contract Controls for Allan Myers, Inc. in Worcester, PA.  Wendy provides corporate oversight of the company’s operating contracts including the review, negotiation and drafting of Owner Agreements, General Contracts, Subcontracts, Purchase Orders, Master Contracts, Equipment Rentals and Lease Agreements, Office and Apartment Leases, Change Orders, Lien Waivers, Right of Ways, Supplier Contracts and Credit Agreements, all consistent with applicable law, company standards, policies and procedures.  She also provides corporate oversight of the purchasing, credit and collections functions.  As a member of the Legal Department, she is a direct report to the Corporate General Counsel and serves as corporate liaison for the company's surety and insurance brokers.

 

With over thirty years of experience in the heavy civil, site development, and construction materials industry, Wendy demonstrates a consistent record of increasing profit through minimization of risk associated with contracts, accounts receivable, credit and collections.  She is also versed in the development and implementation of A/R, credit and collection systems, corporate contract forms and policies, and internal and external reporting.  During her career, Wendy has developed and presented numerous training and educational programs including contracts, bonds, insurance, indemnity, accounts receivable, collections and cash forecasting.

 

Wendy joined CFMA in 2003 as a member of the Philadelphia Chapter and has served on various committees including Programming, Membership, Succession Planning, Marketing, Golf, Executive of The Year, E-News and Charity where she volunteers for the Ronald McDonald House Charities. She also served as a Board member and Officer from 2008 to 2014, and most recently served as President of the Philadelphia Chapter for the 2012 to 2014 term.

 

Wendy’s accomplishments include the Allan C. Myers Award of Excellence (2002), the Joe Quigley Memorial Award (2014) presented by CFMA National to one member nationally in recognition of outstanding chapter participation and activity, and the General Member of the Year Award (2015) for the CFMA Philadelphia Chapter.

Herb Bownett, CCIFP

President- Brownett & Associates

 

Herb Brownett, CCIFP, is the President of Brownett & Associates, a financial and technology consulting firm with a focus on the construction industry.

Prior to forming his consulting firm, he was CFO of Brubacher Excavating, Inc., Executive Vice President of Textura Corp, Senior Vice President of Finance and Administration of The Norwood Company in West Chester, PA. and Vice President of Finance for the George Hyman Construction Company (now Clark Construction) in Bethesda, MD. A construction financial professional for more than 30 years, he holds a BS and MBA in Finance/Accounting from Florida State University. He is also a graduate of the Executive Strategic Planning program at The Wharton School of Business.

Elected National Chairman of the Construction Financial Management Association (CFMA) in May 2003, Herb previously held national office as CFMA's President-Elect and Secretary. He has also been Chairman of the ICCIFP and proudly holds CCIFP Certificate #1.  A CFMA member since 1988, Herb is a past President of CFMA's Greater Washington, D.C. Chapter and is currently active with the Philadelphia Chapter as a Board Member.

Herb is a past presenter at various CFMA Conferences and Chapters. A contributing author to CFMA Building Profits magazine, he has also been published by the Journal of Construction Accounting and Taxation, Construction Executive Magazine, ABC and NASBP.

 

Jack A. Callahan, CPA

Partner, Construction Industry Practice Leader- CohnReznick

 

With more than 25 years of experience, Jack Callahan leads CohnReznick’s Construction Industry Practice. He has significant knowledge and experience in accounting, corporate taxation and business consulting matters within the construction community. Jack serves clients in most construction sectors including: heavy highway, general contractors, construction management, specialty contractors, building trades, and building supply and equipment companies. He has worked extensively with public agencies and major construction owners to develop successful fiscal and integrity monitoring programs that enable contractors to improve the profitability, safety, and integrity of construction programs. He was a lead partner for CohnReznick on the monitoring and investigative work performed at Ground Zero and at the new World Trade Center Transportation Hub.

 

Jack joined CohnReznick in August 2005 after serving as the managing shareholder of a leading private New Jersey accounting firm. He began his career with a national accounting firm and founded his own firm in 1996. As the managing shareholder for that firm, Jack built the company into a 16-person accounting and consulting firm focused on serving the needs of the construction industry.

 

Jack is an active member of many industry associations and has written a variety of construction related accounting, tax, and business articles.

 

Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • New Jersey State Society of Certified Public Accountants (NJSCPA)
  • American Subcontractors Association
  • Associated General Contractors
  • Building Contractors Association
  • Construction Financial Management Association
  • Utility Transportation and Contractors Association

 

Education:

  • B.S., St. Peter’s College

Harley Flack

Partner- Interprise Partners, LLC

 

As Partner, Mr. Flack oversees process engineering and management consulting with a focus on measures, metrics and overall performance indicators to manage successful growth.  Mr. Flack has worked with senior leadership for over 200 Fortune 500 companies to create measurable results in diverse sectors over the last two decades. Mr. Flack has set up work groups that have been involved in strategies dealing with national policy such as Affordable Health Care, Sarbanes-Oxley and BRAC.  He is currently working with government and business leaders to support initiatives relating to SDVO and HUB Zone policy.  Specializing in both debt and equity strategies, and an expert in diagnosis of risk/return strategies, Harley Flack utilizes his talents and those of his team to provide immediate solutions and process improvements designed to grow, sustain and manage overall ROI.

 

Prior to joining Interprise Partners, Mr. Flack founded Flack Ventures, a business process engineering firm, where he continues to serve as Chairman.  Flack Ventures specialized in analysis of Key Performance Indicators (KPIs) for tracking, accountability, and overall sustainability.   The data gathered is utilized to develop a balanced score card approach to provide transparency and tracking mechanisms within government and the private sector.

 

Prior to founding Flack Ventures, Mr. Flack served as Managing Director of a New York firm, where he increased the overall revenue by 6X over a 4 year period, and managed its acquisition by a Fortune 100 company. He then served in a management capacity with a National Senior Living Organization, where his support of the spending initiatives resulted in procurement cost reduction of over 70% on a corporate wide technology acquisition.  In this role, Mr. Flack oversaw 30+ facilities for which he developed methods for bundled acquisition of hardware and software and negotiated competitively priced service contracts.

 

Harley is former Chairman of the Annapolis Symphony Orchestra and serves on the Board of Directors for the Community Foundation of Anne Arundel County.  He is also serves on the board for CFG a Maryland based community bank. He attended the University of New England, Howard University and the University of Maryland.

 

Mr. Flack current serves on several Interprise companies:

 

  • Stella May Contracting
  • Pantheon, LLC

Richard King, CPA

CFO- Schlouch Incorporated

 

Richard King, CPA is the Treasurer/Finance Coordinator at Schlouch Incorporated in Blandon, PA. He manages all aspects of accounting, finance, IT, insurance, benefits and administration. Rich also coordinates the steering committee responsible for the company's business/strategic plan.

 

Rich has over 20 years' experience in public accounting and the construction industry. Prior to joining Schlouch, Rich was an Audit & Accounting Manager for two regional accounting firms and an Assistant Controller at Toll Brothers, a national homebuilder. Rich earned a BS in Business Administration from Bloomsburg University of Pennsylvania.

 

Rich has been active in construction and real estate trade associations as a board member as well as a speaker on various accounting and technology topics. He has spoken at CFMA's local, regional and national conferences and is an instructor for several of CFMA's educational programs. Rich is founding member and past President of CFMA's Greater Berks-Lehigh Valley, PA Chapter. He is a member CFMA's Chapter Resources, Finance, and Heavy/Highway Committees as well as Co-Chair of the Conference Planning Task Force. He is a Spring Creek alumnus. He has also been an author in CFMA Building Profits and "Talking Heavy."

Jonathan Landesman

Partner- Cohen Seglias Pallas Greenhall & Furman PC

 

JONATHAN LANDESMAN is Co-Chair of the Labor & Employment Group of Cohen Seglias Pallas Greenhall & Furman PC and a member of the Firm’s Executive Committee. He aggressively represents his clients in all areas of labor and employment law.

 

Jon has broad experience representing employers in all types of employment litigation matters, including discrimination, harassment, retaliation, wrongful discharge, and FMLA cases. He also represents employers in overtime, misclassification, and employee benefit cases, including class actions and collective actions. Jon has served as lead trial counsel in federal and state courts around the country, appearing pro hac vice in Delaware, Georgia, Kentucky, New Jersey, New Mexico, Ohio, South Carolina, Virginia, West Virginia, and Wisconsin. Jon also has extensive experience at the appellate level, and has personally briefed and argued cases before the United States Court of Appeals for the Third Circuit, Pennsylvania Commonwealth Court, Pennsylvania Superior Court, and Delaware Supreme Court.

 

Jon regularly litigates cases involving non-competition agreements and the misappropriation of trade secrets. He has successfully handled dozens of emergency injunction hearings, obtaining preliminary and permanent injunctions and recovering millions of dollars of lost profits for his clients.

 

Jon is also an experienced labor lawyer. As lead negotiator at the bargaining table, he has successfully negotiated collective bargaining agreements in a wide variety of industries, including manufacturing, construction, distribution, telecommunications, and food service. He regularly handles unfair labor practice charges, union organizing campaigns, and grievance and arbitration proceedings.

 

Jon counsels clients on virtually all workplace issues, including hiring and firing, leaves of absence under the FMLA, drug testing, and wage and hour compliance. Jon has reviewed and prepared hundreds of employee handbooks, restrictive covenant agreements, and severance agreements. On occasion, Jon accepts cases representing executive level employees in employment cases, particularly in cases involving breach of contract.

 

In addition to his labor and employment practice, Jon has substantial experience litigating shareholder disputes and business- divorce cases involving closely held companies and partnerships.

 

A frequent author, Jon’s writings on labor and employment law have appeared in several national publications. He has presented seminars on labor and employment law issues for a variety of national organizations, employer associations, the Philadelphia Bar Association, and clients of the Firm. He has also taught graduate and undergraduate level courses at Holy Family University as an adjunct faculty member, and has served as an instructor at Ursinus College. He has been quoted in the Philadelphia Inquirer, and his cases have been reported in publications such as the National Law Journal, The Legal Intelligencer, BNA's Daily Labor Report, and Law360.

Martin C. McCarthy, CPA

Managing Partner- McCarthy & Company, PC

 

Marty McCarthy, CPA is the managing partner of McCarthy & Company, PC. Known to be a proactive and astute businessman, he is valued for bringing issues to a client’s attention before they even know that something may be wrong. Marty keeps a close eye on what is happening in his clients’ business and industry, as well as changes to the tax law, accounting pronouncements and government regulations so clients can focus on their business. Business owners trust Marty’s thoughtful and candid advice and knows that he has their back.

 

He has been passionate about serving the construction industry from the beginning of his career in public accounting. Since most his clients are construction contractors, Marty has a deep understanding of how to help them achieve long-term success. Well respected by sureties and bankers for the high-quality of his work, Marty helps clients obtain the financing needed to grow their business.

 

As the leader of McCarthy & Company, Marty knows the importance of having sincere relationships with clients and employees. His holistic approach to client service and management has earned him the reputation of being an accessible, responsive and down-to-earth leader, as well as a futurist thinker. Marty values the relationships that he has with each client and member of his team which is evident by the fact that most are loyal to the firm and happy to be part of the McCarthy & Company family.

 

A 1993 graduate of Villanova University with a Bachelor of Science degree in accounting, Marty purchased the firm from his father at age 23. He wanted to ensure that his father’s vision for McCarthy & Company to be a firm that genuinely cares for its clients continued. Now in its 50th year, McCarthy & Company was included on the Philadelphia Business Journal’s 2017 list of Top Accounting Firms.

 

A member of the American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA), Marty sits on the Construction Industry Conference Committee for the PICPA. He is a member of the Construction Financial Management Association (CFMA), Construction Association of Eastern Pennsylvania (CAEP), and the Utility Transportation Contractors Association (UTCA). He is frequently published on tax, audit, finance, business and management topics in construction industry publications.

 

An avid golfer and fisherman, Marty played basketball during college and received the Villanova Basketball Alumni Award for his contributions to the program. The Norristown Police Athletic League (PAL) honored him as well with its Award of Recognition for years of service to the organization and involvement with Cradles to Crayons and Operation Gratitude. He is married to Maureen and has three children. Marty can be contacted at 610.828.1900 or Marty.McCarthy@MCC-CPAs.com.

Scott Moore

Navy Rear Admiral, Retired

 

Scott Moore is a retired Navy Rear Admiral who spent over 30 years in Naval Special Warfare (NSW).  During his career, he led at every level of NSW, from SEAL platoon commander, to Commander of the Nation’s premier Counterterrorist Force, to Deputy Commander of Naval Special Warfare, where he was responsible for training and equipping his 7000-person force.  His staff tours included: assignments as Maritime Operations Officer, Special Operations Command Europe; as the SEAL Detailer responsible for officer assignments; at the highest levels of the Counterterrorism Policy world as a director on the National Security Staff, White House; as the Assistant Operations Officer for Counterterrorism, The Pentagon; and as the Deputy Commander for Operations, Office of Defense Representative, Pakistan.  He earned a masters degree in National Security Studies at the Naval War College, graduating with distinction.  Throughout his career, he was known for his effective leadership and clear decision-making in high stress environments during some of our nation’s most critical strategic moments. A master leader, team builder, and results provider, he personally led several national level no-fail hostage rescue missions.  Highly experienced in building, leading and advancing teams that must not fail, and solving complex tactical to strategic issues from the battlefield to the boardroom, Scott Moore has coached, mentored and facilitated leadership and team fusion extensively in both the federal and commercial space.  He now focuses on building teams that won’t fail, and providing global security solutions.

Rich Sowalsky, CISA

Senior Manager- Baker Tilly

 

Rich is a manager within the risk and internal audit consulting practice who has more than nine years of experience in internal control processing, accounting, IT auditing and internal audit services. This includes six years of consulting experience at Baker Tilly. He is a key member of the operations business advisory and IT business advisory teams is a core manager in the Baker Tilly North East SOC practice. He serves various industries, including financial services, healthcare, insurance, higher education and others. Prior to joining Baker Tilly, Rich worked at CIGNA Healthcare (Insurance) for two years as an internal auditor performing various internal audits and SOX testing and one year as an Accounting Senior Associate, performing Statutory and GAAP financial reporting for HMO’s. Prior to joining CIGNA Healthcare, Rich worked at Accel International (wire manufacturing company), as an Accounting Intern, performing an assortment of accounting functions.

Specific experience

  • Plans, coordinates and manages engagements, including SOX engagements, internal control assessments, risk focused insurance examinations, HIPAA risk assessments (including security and privacy) and operational and IT internal audits
  • Managed a SOX controls integration and maintenance engagement of a Fortune 200 company
  • Coordinates and performs approximately 15 SOC 1 and SOC 2 engagements annually
  • Manages and performs IT governance assessments and IT general controls reviews for a variety of industries
  • Has performed privileged account user reviews for various systems, including Oracle, SAP, Freedom, Colleague, BlackBoard, MEDITECH, Epic, AS/400, Clearwater Investment Management, Mortgagebot, GSERVE, BytePro, MasterTax

Industry involvement

  • Institute of Internal Auditors
  • Pennsylvania Institute of Certified Public Accountants
  • Information Systems Audit and Control Association
  • Society of Financial Examiners

National Education

  • University of Hartford (West Hartford, Connecticut)
  • Bachelor of Science in Business Administration with a major in Accounting

 

Steven B. Wiley

Founder and President- The Lincoln Leadership Institute at Gettysburg

 

Steve Wiley is one of the nation's most sought after performance coaches.  ABC News calls him “the best speaker you’ve never heard of” and USA Today/Gannett says he provides “the most powerful performance training available”.

 

He is a proven entrepreneur, author, and highly acclaimed speaker who has trained and entertained hundreds of thousands of top executives from around the world. Clients include the majority of the Fortune 100 companies like Apple, Pfizer, Kellogg, Stanley Black & Decker, Xerox, New York Life, Chase, IBM, U.S.A. Today/Gannett, Exxon/Mobil and the Ford Motor Company; over 80 federal agencies such as Homeland Security, Departments of Defense, Interior and Justice; and over 75 Presidential appointees and their teams.  His business experience includes the founding of three companies: two international franchise organizations and a national chain of fleet management centers.  He has successfully negotiated multi-million dollar funding agreements for his own companies with some of the top venture capital organizations in the world.

 

Wiley brings a wealth of knowledge in the areas of leadership, personal development, successful marketing, negotiation, sales and business development.  His strong leadership ability has earned him recognition in top publications including Venture Magazine, USA Today, and Entrepreneur Magazine.

Ronald L. Williams

Partner- Fox Rothschild LLP

 

Ron serves as the Litigation Department administrative partner in the Exton office and as co-chair of the firm's Construction Law Group. He focuses his practice on construction litigation and negotiating construction contracts. He handles construction litigation in multiple states in state and federal courts, as well as in mediation and arbitration. Ron's practice deals with a wide array of matters for:

  • architects
  • developers
  • contractors
  • subcontractors
  • public and private owners
  • manufacturers
  • financial institutions
  • tenants

 

Ron has successfully defended builders and developers in construction defect cases involving:

  • insurance coverage issues
  • structural components
  • product performance issues
  • water penetration and mold
  • claims for property and personal injury loss

 

Ron’s experience also includes construction and renovation projects for:

  • public safety radio systems
  • energy facilities and equipment
  • entertainment complexes
  • sports stadiums
  • hotels
  • malls
  • senior care facilities
  • surgical centers
  • office complexes
  • historical buildings
  • emergency training centers
  • prisons and detention centers
  • courthouses
  • schools and universities
  • homes
  • major equipment installations

 

More generally, Ron has handled insurance coverage issues and litigation for corporations including, but not limited to, financial institutions.

 

Over the course of more than twenty-five years of litigation, Ron has routinely handled commercial arbitrations in numerous jurisdictions.

 

Outside of the office Ron regularly volunteers his time to serve on Arbitration Panels for the Chester County Court of Common Pleas.

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

Delaware

Greater Berks-lehigh Valley

Greater Pittsburgh

Maryland

New Jersey

New York

Philadelphia

South Jersey

Washington DC

Hoop5 Networks, H5 Networks

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