general sessions 2018 schedule …...welcome & general session i: why winners win - robyn...
TRANSCRIPT
2018 SCHEDULE conference.cfma.org/agendaSATURDAY, JUNE 238:00 a.m.-2:00 p.m. Chapter Summit CS
SPONSORED BY: VIEWPOINT
8:00 a.m.-5:00 p.m. 9 CE/CPE Credits
Mini-Conference I: CRIS Course: Commercial Liability MC1 Insurance for Contractors (includes one hour lunch)
Mini-Conference II: CCIFP Overview Seminar MC2 (includes one hour lunch)
8:00 a.m.-12:00 p.m. 4.5 CPE Credits
Mini-Conference III: Risk Management Triage: Can a CFM Be Saved? MC3
Mini-Conference IV: The CFM Challenge MC4
1:00 p.m.-5:00 p.m. 4.5 CPE Credits
Mini-Conference V: Strategic Financial Leadership: Redefining How to Maximize Company Value MC5
Mini-Conference VI: The Next Frontier in Safety/Culture: Addressing the Suicide Epidemic MC6
Mini-Conference VII: Heavy/Highway: Best Practices in Equipment & Fleet Management MC7
SUNDAY, JUNE 247:00 a.m.-1:00 p.m. Golf Tournament
SPONSORED BY: B2W SOFTWARE
8:00 a.m.-10:00 a.m. 5K Walk Run for Charity SPONSORED BY: COINS
8:00 a.m.-12:00 p.m. 4.5 CPE Credits
Mini-Conference VIII: Work-in-Progress: A Deep Dive & Advanced Perspective of WIP MC8
Mini-Conference IX: Contracts 101 MC9
Mini-Conference X: Understanding the Fraud Life Cycle: A Former FBI Agent Tells All MC10
Mini-Conference XI: Practical Leadership Strategies for the Emerging CFM MC11
12:00 p.m.-2:00 p.m. Construction Technology ForumPARTICIPATING VENDORS: B2W SOFTWARE, CMiC, COINS, EXPLORER SOFTWARE. SAGE, AND VIEWPOINT
2:00 p.m.-3:30 p.m. First-Time Attendee Mixer SPONSORED BY: VIEWPOINT & BKD Volunteer Appreciation Mixer SPONSORED BY: BKD Spring Creek Mixer
3:45 p.m.-5:15 p.m. CFMA Board of Directors Meeting
4:00 p.m.-5:30 p.m. Exhibition Open
5:30 p.m.-7:30 p.m. Welcome Reception with ExhibitorsSPONSORED BY: VIEWPOINT
8:00 p.m.-10:0 p.m. ICCIFP Reception
MONDAY, JUNE 257:00 a.m.-8:15 a.m. 1.5 CPE Credits
Dawn Peer Group I: CFMA Benchmarker 2018 Preliminary Results DPG1 SPONSORED BY: SAGE
Dawn Peer Group II: The Path to Your CCIFP Designation DPG2SPONSORED BY: SAGE
Dawn Peer Group III: Presentation Pointers/ Public Speaking 101 DPG3 SPONSORED BY: SAGE
Dawn Peer Group IV: Specialty Trades: When & How to Walk Off a Job & How to Identify the Leading Indicators DPG4 SPONSORED BY: SAGE
Dawn Peer Group V: Heavy/Highway: How to Mentor & Elevate Talent in Your Company DPG5 SPONSORED BY: SAGE
8:30 a.m.-10:15 a.m. 1.5 CPE Credits
Welcome & General Session I: Why Winners Win - Robyn Benincasa GS1SPONSORED BY: BKD & VIEWPOINT
10:30 a.m.-11:45 a.m. 1.5 CPE Credits
ACCOUNTING & FINANCE SPONSORED BY: BKD The Power of Planning: Preparing & Communicating Year-End Financial Results A1
HUMAN RESOURCES & OPERATIONS Resilience at Work: Why Positive Psychology Is a Health & Safety Priority HR1
HEAVY/HIGHWAY Improving Your Bottom Line with Equipment Management Metrics Overview H1
LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA
Extended Cut Breakout Session - Robyn Benincasa L1
TECHNOLOGY SPONSORED BY: VIEWPOINT The Ultimate Mobile Device Program for Your Company T1
ADVANCED Driving Profits Using WIP Throughout the Construction Cycle ADV1
12:00 p.m.-1:15 p.m. Chairman’s LuncheonSPONSORED BY: BKD & VIEWPOINT
1:15 p.m.-2:30 p.m. Dessert & Prizes with Exhibitors
2:45 p.m.-4:00 p.m. HUMAN RESOURCES & OPERATIONS Gain a Competitive Advantage Through Health & Welfare Plan Management HR2
SPECIALTY TRADE Effective Cost Projections: Create a WIP Tool for Cash Flow & Project Performance Management, Part I S1
LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA Get Rock Solid Employee Engagement: Why Companies Still Fail L4
RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Do I Have These Protections in My Contracts? R1
TECHNOLOGY SPONSORED BY: VIEWPOINT The Connected Jobsite T2
ADVANCED Forecasting for Strategic Planning ADV2
4:15 p.m.-5:30 p.m.1.5 CPE Credits
ACCOUNTING & FINANCE SPONSORED BY: BKD 2018 Tax Update: How to Strategically Position Your Company in Today’s Tax World A3
HUMAN RESOURCES & OPERATIONS Improve Hiring & Retention with Better Vetting HR3
SPECIALTY TRADE Effective Cost Projections: Create a WIP Tool for Cash Flow & Project Performance Management, Part II S2
LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA The Leadership Connection L2
RISK MANAGEMENT & SURETY SPONSORED BY: SAGE 10 Tips for Closing Gaps & Saving Money in Workers’ Comp R2
ADVANCED Mentoring Programs: A Renewed Approach to Growth, Culture & Collaboration ADV3
4:00 p.m.-5:00 p.m. Executive Committee & Chapter Connection Program Mixer
5:30 p.m.-7:30 p.m. Networking Reception & Prize Drawings with Exhibitors
TUESDAY, JUNE 267:00 a.m.-9:30 a.m. 3 CPE Credits
Dawn Peer Group VI: Large-Firm CFO Roundtable (Over $100 Million) DPG6
Dawn Peer Group VII: Medium-Firm CFO Roundtable ($25-100 Million) DPG7
Dawn Peer Group VIII: Small-Firm CFO Roundtable ($1-25 Million) DPG8
9:45 a.m.-10:15 a.m. IGNITE Session SPONSORED BY: BKD
Top 10 Contractor Tax Mistakes IG1
IGNITE SessionRecruiter-Proof Your Organization IG2
IGNITE Session SPONSORED BY: COMDATA
Balance: #LifeGoal or #BS? IG3
IGNITE Session SPONSORED BY: VIEWPOINT
The History & Evolution of ERP Solutions IG4
IGNITE SessionAdvisory Boards-What Are They Really & How Do They Work? IG5
10:30 a.m.-12:00 p.m. 1.5 CPE Credits
General Session II: 3 Behaviors of Self-Aware CFOs - Dr. Tasha Eurich GS2SPONSORED BY: VIEWPOINT & BKD
12:00 p.m.-2:00 p.m. Luncheon & Grand Prize Drawing with Exhibitors
2:15 p.m.-3:30 p.m. 1.5 CPE Credits
ACCOUNTING & FINANCE SPONSORED BY: BKD Improving Cash Flow & Inequitable Payment Practices A4
HUMAN RESOURCES & OPERATIONS Sexual Harassment HR4
HEAVY/HIGHWAY
Utilizing KPIs to Achieve Improved Financial Results: Are You Achieving KPI Synergy? H2
LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA Impactful Organizational Alignment L3
RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Mock Trial: Change Dispute Between General Contractor & Subcontractor R3
ADVANCED Anatomy of a Surety Bond Claim: The Rest of the Story ADV4
3:45 p.m.-5:30 p.m. 2 CPE Credits
ACCOUNTING & FINANCE SPONSORED BY: BKD Emerging Issues Update A5
SPECIALTY TRADE The Numbers That Matter to the People Who Matter: Internal Reporting S3
RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Active Shooter: Are You Prepared? R4
TECHNOLOGY SPONSORED BY: VIEWPOINT Evaluate Your IT Investment & Establish an IT Budget T3
ADVANCED Engaging Stakeholders to Effectively Negotiate Contracts ADV5
7:30 p.m.-10:30 p.m. Closing Night PartySPONSORED BY: CMiC
WEDNESDAY, JUNE 278:00 a.m.-9:30 a.m. 1 .5 CPE Credits
General Session III: Economic Update - Anirban Basu GS3
9:45 a.m.-11:00 a.m. 1.5 CPE Credits
ACCOUNTING & FINANCE SPONSORED BY: BKD Death of a Contractor A6
HUMAN RESOURCES & OPERATIONS Encore
HEAVY/HIGHWAY Economic Update H3
LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA Leading Through Guiding for Managers L5
RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Encore
ADVANCED Vehicle Accident Investigation & Reconstruction ADC6
11:15 a.m.-12:30 p.m. 1.5 CPE Credits
ACCOUNTING & FINANCE SPONSORED BY: BKD Encore
HUMAN RESOURCES & OPERATIONS Update Your Approach to Employee Onboarding HR5
SPECIALTY TRADE Indicators of a Good Sub-Specialty Contractor – Managing by KPI’s and Using Benchmarking to Evaluate, Achieve and Maintain Financial Health S4
LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA Encore
RISK MANAGEMENT & SURETY SPONSORED BY: SAGE Risks & Rewards of Public-Private Partnerships R5
TECHNOLOGY SPONSORED BY: VIEWPOINT Examination of a Breach: How do Cyber-attacks Actually Happen? T4
12:30 p.m.-12:45 p.m. Box Lunch
12:45 p.m.-2:15 p.m. 1.5 CPE Credits
General Session IV: Construction Disruption - James Benham GS4
MINI-CONFERENCE
DAWN PEER GROUP
GENERAL SESSION
IGNITE SESSION
ACCOUNTING & FINANCE SPONSORED BY: BKD
HUMAN RESOURCES & OPERATIONS
HEAVY/HIGHWAY OR SPECIALTY TRADE
LEADERSHIP & MANAGEMENT SPONSORED BY: COMDATA
RISK MANAGEMENT & SURETY SPONSORED BY: SAGE
TECHNOLOGY SPONSORED BY: VIEWPOINT
ADVANCED
Session Key
MONDAY, JUNE 25WHY WINNERS WINROBYN BENINCASA Adventurer Who Inspires8:30 a.m.-10:15 a.m.1.5 CPE CreditsDrawing inspiration from Robyn’s team of World Champion adventure athletes as well as “winners” from all walks of life, this session presents the common traits and attitudes among the world’s most consistent high performers.
TUESDAY, JUNE 263 BEHAVIORS OF SELF-AWARE CFOsDR. TASHA EURICH Organizational Psychologist/Researcher/New York Times Best-Selling Author10:30 a.m.-12:00 p.m.1.5 CPE CreditsLeaders who cultivate self-awareness perform better, make smarter decisions, and lead more profitable companies. Dr. Eurich shares researched-based strategies for increasing your self-awareness and building insightful teams.
WEDNESDAY, JUNE 27ECONOMIC UPDATEANIRBAN BASU Chairman & CEO, Sage Policy Group, Inc./CFMA’s Economic Advisor8:00 a.m.-9:30 a.m. 1.5 CPE CreditsWith a detailed, data-driven performance update of the global, national, and relevant regional economies, this presentation also gives special attention to key aspects of economic life, including trends characterizing financial, real estate, energy, and labor markets.
WEDNESDAY, JUNE 27CONSTRUCTION DISRUPTIONJAMES BENHAM President & CEO, JBKnowledge, Inc.12:45 p.m.-2:15 p.m.1.5 CPE CreditsEverywhere you look, there’s a new mobile, drone, or wearable device. How are these technologies evolving construction projects? Review the technology tools and strategies you can implement today to be ready for the tech of tomorrow.
sponsored by
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sponsored by
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FULL REGISTRATION OPTIONSTHROUGH FEBRUARY 26 MEMBER $1,195 / NON-MEMBER $1,545
FEBRUARY 27-MARCH 26 MEMBER $1,245 / NON-MEMBER $1,595
MARCH 27-MAY 14 MEMBER $1,295 / NON-MEMBER $1,645
AFTER MAY 14 MEMBER $1,395 / NON-MEMBER $1,745
Non-member full Conference registrants will receive a complimentary CFMA membership through March 31, 2019.
OTHER REGISTRATION OPTIONSSATURDAY/SUNDAY (includes the Construction Technology Forum) MEMBER $500 / NON-MEMBER $600
MONDAY MEMBER $650 / NON-MEMBER $750
TUESDAY MEMBER $650 / NON-MEMBER $750
For more information, contact [email protected].
REGISTRATION & PRICING
MIAMI/FONTAINEBLEAU HOTEL
JUNE 23-27, 2018CFMA’S ANNUAL CONFERENCE & EXHIBITION
BRONZE SPONSOR
DIAMOND SPONSORS
PLATINUM SPONSOR
(as of 12-8-17)
GOLD SPONSORS
SILVER SPONSORS
AboutTime / WorkMax Acumaticaalliantgroup LPArch InsuranceArthur J. Gallagher ConstructionAustin Lane Technologies, Inc.AvidXchangeB2W SoftwareBKD, LLPBRAYN Consulting LLCBuilding Industry Credit Associationbusybusy Mobile Time Tracking for Crews & EquipmentCICPACCliftonLarsonAllenCMiCCOINSComdataCommerce BankConstruction Business Owner Magazine Construction Executive MagazineCrewTracksCrowe Horwath LLPDodge Data & AnalyticseMars Inc.EML PaymentsEquipmentWatch
Event 1 SoftwareExplorer Software
Foundation Software
Fringe Benefit Group - The Contractors Plan
GCPay.com
Global Software
Grant Thornton LLP
HCSS
hh² Cloud Services
INEIGHT
Infintech
Infor
JBKnowledge
Liberty Mutual Surety
McGriff, Seibels & Williams, Inc.
mJobTime Corporation
Mobile Solutions
Moss Adams LLP
myCOI
NatPay (National Payment Corp)
Nvoicepay
Oman Systems
Oracle
Palmer Consulting Group
Pantera Global Technology
Paperless Environments
Payapps.com
PeerZone®
Penta Technologies, Inc.
POSDATA Group Inc.PreQualProcoreRyvitSageShareMyToolboxSTACK Construction TechnologiesStrategic Industry SolutionsTeletrac NavmanTilsonUnion Leasing, Inc.Unisearch, Inc.The Users Group, Inc. (TUG)Viewpoint Walker Reid StrategiesWillis Towers WatsonWinning Technologies Inc.Wireless WatchdogsYour Logo GlovezlienZurich
(as of 12-8-17)
THANK YOU TO OUR SPONSORS
THANK YOU TO OUR EXHIBITORS
GENERAL SESSIONS
All sessions and events are subject to change.(current as of 12-13-17)
Up to 34.5 CPE Credits Available!
MEDIA PARTNER
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REACHOUT to friends old and new with these networking events!
SATURDAY, JUNE 23
THE CFM CHALLENGE 8:00 a.m.-12:00 p.m. Attendees will be divided into “companies” and role-play during this interactive, scenario-based game, focused on making key financial strategic decisions required during the typical life cycle of a construction project.
SUNDAY, JUNE 24
GOLF TOURNAMENT7:00 a.m.-1:00 p.m. sponsored by: b2w software
The Miami Beach Golf Club, home to the 2018 CFMA golf outing, includes an 18-hole, par-72 golf course designed by Arthur Hills, one of America’s foremost golf course designers.
SUNDAY, JUNE 24
CONSTRUCTION TECHNOLOGY FORUM 12:00 p.m.-2:00 p.m. Take advantage of valuable face time with your current construction software provider.
SUNDAY, JUNE 24
FIRST-TIME ATTENDEE, VOLUNTEER APPRECIATION & SPRING CREEK MIXERS 2:00 p.m.-3:30 p.m. sponsored by: viewpoint & bkd
(THROUGHOUT THE CONFERENCE)
JBKNOWLEDGE CONTECHTRIO PODCAST
SUNDAY, JUNE 24
WELCOME RECEPTION WITH EXHIBITORS5:30 p.m. -7:30 p.m.sponsored by: viewpoint
Kickoff CFMA’s 2018 Annual Conference & Exhibition, the networking event of the year for construction financial professionals, with our Exhibitors!
SUNDAY, JUNE 24
ICCIFP RECEPTION8:00 p.m. -10:00 p.m.
MONDAY, JUNE 25
CHAIRMAN’S LUNCHEON12:00 p.m.-1:15 p.m.sponsored by: bkd & viewpoint
Join CFMA’s 2018-19 Chairman, Joe McLaughlin, as he shares how to Reach Out, Branch Out, Top Out in building your professional success with CFMA!
MONDAY, JUNE 25
NETWORKING RECEPTION WITH EXHIBITORS 5:30 p.m.-7:30 p.m. Meet and network with top-notch Exhibitors and professionals to discover the latest products, services, and tools to help your company build a better bottom line!
TUESDAY, JUNE 26
CLOSING NIGHT PARTY 7:30 p.m.-10:30 p.m. sponsored by: cmic
BRANCHOUT and fill your agenda beyond the tried and true!
TOPOUT your Conference experience by fulfilling your personal and professional goals!SUNDAY, JUNE 24
5K WALK RUN FOR CHARITY 8:00 a.m.-10:00 a.m. sponsored by: coins
TUESDAY, JUNE 26
IGNITE SESSIONS 9:45 a.m.-10:15 a.m.
(THROUGHOUT THE CONFERENCE)
ADVANCED TRACK Sessions Include:Anatomy of a Surety BondEngaging StakeholdersMentoring ProgramsRiskWIP
(THROUGHOUT THE CONFERENCE)
BENCHMARKER 101 SESSIONSConfidential, 50-minute financial review sessions performed by qualified CPA firm representatives cover everything from basic ratio discussions to more advanced analyses of your company’s performance.
(THROUGHOUT THE CONFERENCE)
ASK THE EXPERTS SESSIONS Your chance to meet with top industry experts for a focused discussion on the topics and challenges facing you and your company.
I look forward to welcoming you to the Fontainebleau Miami Beach for CFMA’s 2018 Annual Conference & Exhibition. This year’s Conference features four dynamic general sessions, five ignite sessions, 11 mini-conferences, 42 breakout sessions – including six advanced sessions, eight dawn peer groups, and a multitude of social and networking experiences as we “Reach Out Branch Out Top Out” our way toward building our professional success.
I can assure you that an investment in attending CFMA’s Annual Conference & Exhibition is money well spent. From the Exhibition packed with vendors providing solutions you need and top industry speakers to our 5K Walk Run for Charity
and Closing Night Party, you will have ample opportunities to connect with CFMA members, speakers, thought leaders, exhibitors, and sponsors. You won’t find another conference that addresses all of the challenges
that construction financial managers face daily, all in one event!
Get more information about the Conference at conference.cfma.org and follow us on social media (#cfmaconf). Register early to save, and don’t miss this opportunity to reconnect with peers, make new acquaintances, and gain
industry-specific knowledge as you look to “top out” your professional success with CFMA!
Sincerely,
Joe McLaughlin, CPA, CCIFP, CFMA’s 2018-19 Chairman
A MESSAGE FROM CFMA’s
2018-19 CHAIRMANMAILER SPONSORED BY
MiXitup!
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