AGENDA

11:30 am - 12:30 pm

Lunch for CCIFP and Chapter Summit
Oval Room

12:30 pm - 3:30 pm

Chapter Summit
Oval Room

1:00 pm - 5:00 pm

CCIFP Overview Seminar - ONLY 2 SEATS LEFT!

In this eight-hour instructional program, find out what you should know and learn before sitting for the Certified Construction Industry Financial Professional (CCIFP) exam. This course provides an overview of the industry domains listed in Financial Management and Accounting for the Construction Industry (“The Book”), the primary certification resource for CCIFPs. 

After completing this course, you will be able to: 

• Identify topic areas that comprise “The Book” for CCIFPs 

• Recognize the most important topics, concepts, calculations, and practices that a CCIFP should know 

• Benchmark your own level of knowledge against that of a CCIFP 

• Target your study efforts in critical areas to broaden and deepen your mastery of these topics 

Level: Intermediate
4 CPE Credits in Accounting + 4 CPE Credits in Specialized Knowledge
(over the two days)
Eisenhower Room

Presenters:

ONLY 2 SEATS LEFT!

7:30 am - 9:30 am

Seaview Pines Golf Outing ($150.00/Golfer, max. 36 players)

The Seaview Pines Course opened in 1929 and was designed by William Flynn and Howard Toomey. Unlike the Bay Course, the Pines winds its way through New Jersey woodlands, presenting elevation changes and bountiful doglegs. The course measures 6,800 yards, and it features large bunkers and expansive, sloping greens. The 16th hole was the site of Sam Snead's miraculous 60-foot chip-in to win the 1942 PGA Championship — his first major.

For the Golfer: Includes Greens Fees, Driving Range, and Cart, Individual Score Cards
Dress Code: Collared Shirts, Slacks, or Bermuda Length Shorts Required. No Denim, Cut-off Shorts, or Gym Attire Permitted. Inclement Weather or rain does not constitute a rain-out. Rain-outs must be unplayable or unsafe weather or course closing. Rentals – on their own – contract pro shop at 609.748.7680.

Tee times between 9:00am - 10:10am as scheduled.
Breakfast will be available between 8:30am - 10am - Sponsored by Accordant

7:30 am - 8:00 am

CCIFP Breakfast
Eisenhower Room

8:00 am - 12:00 pm

CCIFP Overview - see above for more info
Eisenhower Room

12:00 pm - 1:00 pm

Lunch for the Women in Construction Round Table
Oval Room

1:00 pm - 4:00 pm

Leadership: A Round Table on Women in Construction (a light lunch will be served at noon)

Presentation by:
Heather Kurtenbach
Vicki O'Leary, NABTU
Mara Johnston, Keystone Global
Courtney Vitale, CFMA National DEI+ Committee

Session Overview:
Women make up about 11% of all jobs in construction and less than a percent of those jobs in the field. Data has shown that inclusive organizations outperform those that are not. Building a program that develops leadership acumen, empowers women leaders to exert greater influence, advocates for the development of the teams they lead, and promotes a culture of learning and development should be the framework for developing a women’s leadership program.

This roundtable should help all leaders navigate the business landscape and support women in roles of greater influence and contribution. An additional outcome is an expanding network of connections, coaches, and mentors. Leaders completing the program should gain a greater appreciation of behaviors and strategies that enhance leadership in the workplace and positively impact the success of women. This roundtable will provide an overview of a successful women’s leadership program: How it was designed, how it was leveraged, and the impact on the women leaders who completed the program.

Learning Objectives:

• Assess the current climate of female diversity in your organization (or industry)

• Determine where to start with a women’s program in your organization (or industry) and assess budget, scope, and engagement constraints.

• Determine the critical foundations for your organization’s program.

Level: Basic
3 CPE Credits in Specialized Knowledge
Oval Room

5:30 pm - 6:30 pm

Cocktail Reception

6:30 pm - 7:00 pm

Awards and Presentations

7:00 pm - 11:00 pm

Awards Dinner

7:00 am - 8:00 am

Breakfast with Exhibitors
Salon ABC

Breakout Session 1

Breakout Session 2

8:10 am - 9:00 am

The Changing Risk Management Landscape of Directors & Officers and Employment Practices Liability

Presentation by: Grace Rajewski, Insurance Consultant

Session Overview
Insurance State of the Market for D&O and Employment Practices Liability Coverages: Recent developments with the world of Directors & Officers and EPL Coverage have C-Suite Executives facing additional challenges with not only getting coverage at an affordable price, but maintaining best practices to properly manage risk. With continued M&A activity, shifts in economic market conditions affecting businesses, labor market trends, regulatory changes, etc., the D&O/EPL risk management landscape continues to prove complex to manage. We will discuss some recent developments within the management liability insurance market that could affect your program results to help you best prepare. We will also provide insight and information to help you improve strategy surrounding management liability risk mitigation.

Learning Objectives:

• Market conditions / Insurance carrier trends: underwriting appetite & requirements, claim trends, pricing trends, program structure trends, etc.

• Risk management best practices for D&O and EPL to consider.

• Using benchmarking and data analytics to make informed risk management financial decisions.

Level: Basic
1 CPE Credits in Specialized Knowledge
Eisenhower Room

Visualize your data with Confidence – the value of a data model

Presentation by: Frank Di Lorenzo, Preferred Strategies, Inc.

Download Presentation

Session Overview
We will explore examples of a data model specifically built for an ERP.  Learn how this improves security, governance, and trust in the data.  Power BI examples will be shared utilizing a completed data model, and the ability to self-service your reporting needs will be presented.  Mobile data visualizations will be explored as well.

Learning Objectives:

• Gain a better understanding of a data model and how that unlocks the power of Excel and Power BI

• Learn about Power BI and the licensing options

• Learn how to use visualizations to see insights in your data

Level: Basic
1 CPE Credits in Accounting
Salon ABC

9:00 am - 9:10 am

Break with Exhibitors
Salon ABC

9:10 am - 10:25 am

CEO Panel

Moderator: Dennis Stefano, Rosenberg & Parker

Panelists:
A. Ross Myers, Allan Myers
Jim Viner, HSC Builders & Construction Managers
Lynn Guthrie Baumgardner, The Baumgardner Group

Session Overview:
This will be an interactive panel conversation with construction executives from various types of firms as they discuss current issues impacting their business and how they are preparing for the future. There will be a focus on how they lead their construction financial manager and team for timely, accurate, and relevant financial information.

Learning Objectives:

• Learn how these executives work with their financial teams, including what works and what doesn’t

• Understand what economic factors are affecting construction contractors and companies are planning for a variety of potential scenarios and changes

• Discover how firms are utilizing technology and other resources to maximize profitability

• Learn how these executives prioritize the things they must do while managing their other duties in order to position their company for success.

Level: Basic
1.5 CPE Credits in Specialized Knowledge
Salon ABC

10:25 am - 10:30 am

Break with Exhibitors
Salon ABC

10:30 am - 10:50 am

Remarks from CFMA Chairman Kevin Foley
Salon ABC

10:50 am - 12:10 pm

KEYNOTE

Presentation by: Anirban Basu, Sage Policy Group, Inc
Show Me the Money (Supply)

Download Presentation

Overview
Soft landing? Something harder? Whither inflation? This presentation will supply in-depth analysis of the major factors shaping economic outcomes, including central bank policymaking, worker attitudes, business confidence, and geopolitics. It will then turn toward a forecast for the year to come, highlighting the major risks that economic stakeholders will likely encounter.

Learning Objectives:

• Identify the key challenges facing the U.S. and global economies

• Identify current and prospective impacts of public policy on the economy

• Characterize the likely pace of economic growth in 2023 and implications for key segments such as real estate, construction, and retail

Level: Basic
1.5 CPE Credits in Economics
Salon ABC

12:15 pm - 1:30 pm

Lunch with Exhibitors
Salon ABC

Breakout Session 1

Breakout Session 2

1:30 pm – 2:45 pm

Enhancing Construction Operations with Artificial Intelligence (AI)

Presentation by: Val Orekhov & Sherry Goode, Withum

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Session Overview
Artificial intelligence has become a hot topic across all industries, and construction is no exception. For example, the construction industry has traditionally utilized manual business processes across operations; both in the field and those supporting core business operations back at HQ. Does AI offer practical ways to enhance operations? The answer is yes, and may surprise you. AI can enhance everything from contract writing/proposal submission to analyzing your financial and operational performance. It can even help to automate core functions like invoicing and contract management. In this session, we will talk about some of the latest trends in AI, how it is being introduced into business applications that you probably already use, and practical uses within your operations.

Learning Objectives:

• Identify the latest trends in AI

• Understand how AI can improve and enhance construction operations from procurement to data management

• Observe real-world AI examples to boost operational efficiencies

Level: Basic
1.5 CPE Credits in Information Technology
Salon ABC

Backlog is a Good Thing...Right?

Presentation by: Dan Miles & Jason Myers, FORVIS

Session Overview
Backlogs have historically spelled good news for construction companies, but this past year backlogs have become a double-edged sword. While the promise of work is still a great indicator of future revenues, backlogs are not necessarily great indicators of future profits. What are the key reasons that backlog could potentially cause pitfalls for your company? Find out in this insightful session with our FORVIS construction leaders.

Learning Objectives:

• Understand the current economic landscape when it comes to backlog and what that means for your company

• Discuss the positives and potential pitfalls that backlog can bring to your company

• Discuss tips and next steps to help levitate the potential issues that backlog can

Level: Basic
1.5 CPE Credits in AI
Eisenhower Room

2:45 pm - 2:55 pm

Break with Exhibitors
Salon ABC

2:55 pm – 3:10 pm

Awards
Salon ABC

3:10 pm – 4:30 pm

Federal Reserve Board Session

Presentation by:
Ryotaro Tashiro, Federal Reserve Bank of Philadelphia
Dave Hanrahan, Century Savings Bank

Session Overview

More information coming soon.

Discussion topics include, but are not limited to:

• How did our regional economy perform so far in 2023?

• What is the outlook for 2024?

• What have been some challenges among regional firms in 2023? What do they look forward to in 2024?

Level: Intermediate
1.5 CPE Credits in TBD
Salon ABC

4:30 pm

Exhibitor Prizes and Closing Remarks
Salon ABC