AGENDA

7:00am - 8:00am

Location: Hotel Lobby, Bar, and Restaurant

8:00am - 8:10am

Location: ABCD Ballroom

8:10am - 9:00am

Anthony Huey, CSP®, Reputation Management, LLC

Session Overview:
In a world where ChatGPT enables everyone to write like a Harvard graduate, the true power to stand out now lies in verbal communication. Unfortunately, many studies show that the fear of public speaking ranks higher than the fear of death, and those who struggle to talk in front of others will quickly find themselves and their organizations falling behind. Join Anthony Huey in this lively and thought-provoking keynote as he explores the power of verbal communication. Anthony helps his audiences understand the importance of perception and how first impressions are primarily formed when we speak, whether in person, virtually, or on the phone.

Learning Objectives:
• Understand the critical importance of verbal communication in an AI-driven world.
• Transform your first impression instantly with three simple strategies.
• Discover six key reasons to prioritize verbal communication over written communication.
• Explore the importance of small talk in business & life, and how to master it.
• Leverage AI to dramatically enhance your verbal communication in meetings, conversations, presentations and more.

Location: ABCD Ballroom
1.0 CPE Credit in Information Technology

9:05am - 9:55am

Stuart Blumenthal, LBMC

Session Overview:
One of the biggest questions businesses ask is if they need to find another accounting product. Sometimes, businesses outgrow the product, some choose the wrong product to begin with, and some are left behind by their software publisher. If this happens, what do you need to do to find the right solution and partner. What options are available out there and more importantly, how can you make sure this goes according to plan and budget.

Learning Objectives:
• Learn how to prepare to implement a new accounting system.
• Discuss what does the competitive landscape look like.
• Determine what are the things we should watch out for.

Location: Jr. Ballroom
1.0 CPE Credit in Accounting

9:05am - 9:55am

Jay Snyder, Big Blue Innovations

Session Overview:
Over time, the acumen, culture and ways contractors operate have changed. These changes were partly driven by market dynamics, workforce expectations, customer needs, and other factors. Most construction companies haven’t realized that their company has been changing. BBI has researched the industries top and bottom performing companies to compile insights on the key attributes of the business that are inherent in a high performing “Modern Contractor” to share with you in this session.

Learning Objectives:
• Become more self-aware of how your company has changed over recent years, and where it seems to currently be in a state of flux.
• Understand the characteristics of high performing contractors that are poised for continued growth and profitability to remain modern and relevant.
• Assess which attributes of a Modern Contractor that your company is well suited to adopt, or should consider prioritizing.

Location: ABCD Ballroom
1.0 CPE Credit in Specialized Knowledge

9:55am - 10:15am

10:15am - 11:05am

Presented by: Forvis Mazars

Session Overview:
In today's dynamic construction industry, the role of the Construction Finance Professional (CFP) is evolving from traditional finance functions to a digital-first approach. This presentation will delve into the transformation of the CFP from a historian to a visionary, utilizing digital process automation (DPA) to drive strategic decision-making and actionable insights.

Learning Objectives:
• Envisioning the Future: Discuss the adoption of digital technologies and the pivotal role of finance in leading this transformation.
• Understanding Hyperautomation: Learn about hyperautomation and its practical applications within a company.
• Improving Business Processes: Explore diverse ways hyperautomation can enhance business processes and support accurate reporting.
• Recognizing Benefits: Understand the potential advantages, including increased efficiency, reduced errors, and improved employee satisfaction.
• Implementing Strategies: Gain insights into the steps and strategies for successfully deploying hyperautomation in your organization.
• Real-World Examples: Review practical examples and case studies showcasing the impact of hyperautomation across various industries.

Location: ABCD Ballroom
CPE Credit

10:15am - 11:05am

David Ross, Brown & Brown

Session Overview:
Join us for an in-person seminar where our speaker, Dave Ross, will share insights into Risk Pool Management as well as the latest labor and employment developments. These actionable strategies can help enhance your organization’s health plan and will leave you with plenty of takeaways for you to bring back to your business

Learning Objectives:
• Why traditional benchmarking may be misleading
• Protecting employers from third-party threats
• Practical strategies to reduce costs and improve health plans

Location: Jr. Ballroom
1.0 CPE Credit in Human Resources

11:10am - 12:00pm

Craig Tappel, HUB

Session Overview:
There is tendency is to push down as much risk as possible to subcontractors in hard bid contracts. Hoping to reduce cost and shift risk away from GC’s and owners, one-sided contract terms and insurance requirements are often unilaterally added. As subs try to digest and account for this added risk, the actual results can be quite different from the desired outcomes.

Learning Objectives:
During this session, we will discuss potential increases in cost, problems with insurance, claim challenges and other issues that can be created when a hard-line approach is used in risk management. We will also discuss collaborative risk management and insurance approaches that can benefit all parties.

Location: Jr. Ballroom
1.0 CPE Credit in Insurance

11:10am - 12:00pm

Jeff Silver, Carr, Riggs, Ingram
Jeff Hawkins, Carr, Riggs, Ingram

Session Overview:
This presentation will focus on going through the flow of due dilligence process, what buyers and sellers are focused on and how business can and should prepare for a transaction.

Learning Objectives:
• What does the process of your selling your business look like?
• What is a Q of E (Quality of Earnings) and the importance of having a Q of E performed when selling your business
• The importance of understanding working capital as a component of a transaction, how it works, and how it can impact the overall closing of the transaction (as well as post-closing impact)

Location: ABCD Ballroom
1.0 CPE Credit in Legal

12:00pm - 1:00pm

Location: Hotel Lobby, Bar, and Restaurant

1:00pm - 1:50pm

Jeff Robertson, Ascent Consulting

Session Overview:
Review and discussion of 5 of the most common misconceptions and misunderstandings between accounting and operations. There has long been a tension between operations and accounting. My goal is to work to dispel myths and stereotypes and help both sides of the equation understand each other a little better to see they are all on the same team.

Learning Objectives:
• Teamwork
• Operations Perspective
• Collaboration

Location: ABCD Ballroom
1.0 CPE Credit in Accounting

1:00pm - 1:50pm

Daniel Cage, Speedchain

Session Overview:
The importance of knowing their differences, navigating their complexities, and utilizing modern solutions to streamline, secure, and benefit from the data your company creates with every purchase.

Learning Objectives: Training & Education Topics for Modern Project Spend Platforms
• Modernizing Project Spend Management
-- Transitioning from traditional card programs to integrated, smart financial platforms
-- Key differences between project and corporate expenses

• Integrating Spend Platforms with ERP and Project Management Tools
-- Syncing structured financial data with Procore and ERP systems
-- Using CSI MasterFormat for accurate, industry-standard reporting

• Role-Based Spend Control and Card Issuance
-- Issuing cards tied to individuals and project roles
-- Managing permissions and ensuring accountability

• Real-Time Spend Tracking and Data Visibility
-- Monitoring project-level spend as it happens
-- Leveraging data for improved forecasting and financial insights

Location: Jr. Ballroom
1.0 CPE Credit in Finance

1:55pm - 2:45pm

Moderator: Strategies Group

Panelists:
Lou Perez – Discussing workforce management, labor cost tracking, and compliance
Salina Patel – Covering financial oversight, job cost tracking, and real-time reporting
Kendyl Campbell – Exploring accurate bidding, cost control, and forecasting
Pat Mulkerrin – Addressing scheduling, field-to-office communication, and change order management

Session Overview:
Construction CFOs face a constant challenge: how to streamline financial and operational data while ensuring accurate reporting, cost control, and project visibility. Too often, disconnected systems lead to inefficiencies, cost overruns, and financial blind spots. This panel discussion will bring together industry-leading software providers to explore how construction companies can leverage technology to improve financial and project performance.

Learning Objectives:
Moderated by Strategies Group, this conversation will focus on how payroll, ERP, estimating, and project management systems work together to create a seamless flow of data—reducing manual entry, improving cash flow visibility, and ensuring better decision-making. Each panelist will provide insights on how their respective technology helps construction companies solve real-world financial challenges.

Location: ABCD Ballroom
1.0 CPE Credit in Information Technology

1:55pm - 2:45pm

Craig Daniels, Brown Edwards
Eddie Thompson, Brown Edwards

Session Overview:
Join us for an insightful session designed to help construction companies strengthen their balance sheets, enhance bonding capacity, and improve banking relationships. This session will cover essential financial strategies, including increasing working capital, managing cash flow and receivables, distinguishing between good and bad debt, and maximizing fixed assets. We’ll also explore the impact of ESOPs and right-of-use assets, key financial ratios for bonding and banking, and actionable steps to improve liquidity and financial credibility. Leave with practical tools and strategies to optimize financial performance and elevate your company’s success.

Learning Objectives:
• Understand the key elements of a strong balance sheet and its impact on bonding capacity and banking relationships.
• Analyze financial statements from the perspective of sureties and credit officers to make informed bonding and lending decisions.
• Develop strategies to strengthen financial capacities and optimize business management for improved bonding and banking outcomes.

Location: Jr. Ballroom
1.0 CPE Credit in Banking

2:45pm - 3:05pm

3:05pm - 3:55pm

Claire Wilson, Siteline

Session Overview:
The billing process in construction is notoriously painful, straining relationships between GCs and subs. It’s time to address those issues head-on and find common ground! In this roundtable, billing expert Claire Wilson will facilitate open dialogue between subs and GCs, exploring the billing and payment dynamic. With equal doses of humor and real talk, Claire will create a safe space for attendees to share frustrations and successes, tackling everything from contracts and change orders to payments and closeouts. The goal? To uncover practical solutions and foster stronger relationships.

Learning Objectives:
• Identify the main causes of payment delays and actionable solutions to address them.
• Recognize billing red flags and learn how to address them before they escalate.
• Implement best practices for smoother billing workflows, both internally and with clients.
• Understand both GCs’ and subcontractors’ perspectives to foster better communication and collaboration.
• Leave with concrete strategies to improve billing processes and strengthen relationships.

Location: ABCD Ballroom
1.0 CPE Credit in Business Management

3:05pm - 3:55pm

Presented by:

Session Overview:

Learning Objectives:

Location: Jr. Ballroom
CPE Credit

4:00pm - 4:15pm

Location: ABCD Ballroom

4:15pm - 5:15pm

Kevin O’Connor, Host, This Old House & Ask This Old House

Session Overview:
Kevin O’Connor, host of This Old House, has worked with small business owners for over 20 years – contractors, fabricators, designers, architects and more – and he’s seen what makes some companies successful and flourish while others shrink and fade away. Kevin will take a deep dive into the current state of the labor market and the skills gap, he’ll dig into the structural challenges unique to the contracting and home services industries, and he’ll share stories of success and failure that will help small business owners better understand how to recruit and retain employees so their companies can compete and grow.

Learning Objectives:

Location: ABCD Ballroom
1.0 CPE Credit in Specialized Knowledge

7:00am - 8:00am

Location: Hotel Lobby, Bar, and Restaurant

8:00am - 9:00am

Dr. Roger Tutterow, Kennesaw State University

Session Overview:
Last year, we begin the fifth year of the post-Covid recovery. While many of the Covid distortions have been resolved, recent changes in the political climate have induced new uncertainty. In this session, Dr. Roger Tutterow provides a timely overview of recent changes in tariffs and their implications for trade flows and growth, updates recent improvements is the performance of supply chain in the construction and retail spaces, review continuing challenges in labor markets, the connection between fiscal stimulus, monetary policy and the recent surge in inflation, policy responses by the Federal Reserve and effects of changes in competitive landscape on performance in the public and private sectors.

Learning Objectives:
• Review recent developments in the pace and composition of economic activity.
• Describe the roles of supply chain and labor market dislocations and recent patterns in inflation on economic prosperity.
• Understand how tariffs impact global trade and capital expenditure
• Review how ongoing changes in Federal Reserve policy, including both reductions in policy interest rates and the “unwinding” of bond purchases, will impact corporate and municipal balance sheets, financial institutions, and markets.
• Consider how COVID-19 induced voluntary behavior changes in how we work, shop, and interact and how those changes are and will continue to impact general business operations including in the construction and real estate sectors.
• Illustrate how demographic factors affect the markets for labor as well as real and financial assets.

Location: ABCD Ballroom
1.0 CPE Credit in Economics

9:05am - 9:55am

Dave Toeben, Insight Insurance Services

Session Overview:
Continuity Planning for Construction: Protect People, Preserve the Business

If your top person didn’t show up tomorrow—what would break first? In construction, the loss of a key leader due to death or disability can bring projects to a standstill and threaten everything you’ve built. This 45-minute session delivers a strategic, no-fluff breakdown of how to prepare your business for the unthinkable.

You’ll learn how to identify and protect key roles, build succession and contingency plans, and safeguard both operations and profitability when life throws a curveball. From legal and financial considerations to real-world case studies, we’ll cover the critical tools and decisions every construction business needs to make—before it’s too late.

Whether you’re an owner, CFO, or advisor, you’ll walk away with clear, actionable steps to protect your people and preserve the future of your business.

Because in construction, control isn’t a luxury—it’s a necessity.

Learning Objectives:
• Understand the shared roles of business owners and financial professionals in continuity planning.
• Identify the core components of a construction-specific continuation plan, including key documents and agreements
• Learn how to initiate conversations around death and disability planning with clients or leadership

Location: ABCD Ballroom
1.0 CPE Credit in Business Management

9:05am - 9:55am

Barry Devine, Tri-Merit
Rob Kling, Tri-Merit

Session Overview:

Learning Objectives:
• Education on recent updates to construction tax law.
• How do our construction projects qualify for tax relief.
• What activities are needed to take federal tax incentives.

Location: Jr. Ballroom
1.0 CPE Credit in Tax

9:55am - 10:15am

10:15am - 11:05am

Brent Hamby, Corpay
Erica Northcutt, Corpay

Session Overview:
Fraud in construction payments is a growing threat, with cybercriminals increasingly targeting financial transactions. This presentation from the Southeastern Regional Conference explores key risks and strategies to safeguard payment processes.

Key topics include:
• Fraud Vulnerabilities: Accounts Payable faces the highest incidence of BEC fraud. • Financial Impact: Fraud losses, vendor disruptions, and mitigation costs.
• Prevention Strategies: Internal controls, multi-factor authentication, and secure payment channels.
• Vendor Validation: Ensuring legitimacy before payments are processed.
• Technology Solutions: Automation, encryption, and AI-driven risk management.

With fraud threats evolving, businesses must adopt a layered security approach. Corpay provides the tools to enhance payment security, reduce risk, and ensure seamless transactions.

Learning Objectives:
• Identify Key Fraud Risks in Construction Payments: Understand the most common fraud threats impacting construction payments, including Business Email Compromise (BEC), check fraud, and vendor payment fraud.
• Implement Layered Fraud Prevention Strategies: Learn how to strengthen internal controls, leverage advanced technology solutions, and establish vendor validation processes to mitigate fraud risks effectively.
• Optimize Payment Security Through Automation: Explore how transitioning from manual to automated payment processes can reduce fraud exposure, enhance security, and improve operational efficiency.

Location: ABCD Ballroom
1.0 CPE Credit in Accounting

10:15am - 11:05am

Presented by:

Session Overview:

Learning Objectives:

Location: Jr. Ballroom
CPE Credit

11:10am - 12:00pm

Eddie Campbell, Construction Brothers
Tyler Campbell, Construction Brothers

Session Overview:

Learning Objectives:

Location: ABCD Ballroom
1.0 CPE Credit in Specialized Knowledge

12:00pm - 12:10pm

12:10pm - 1:00pm

Tyler Enslin, Tyler Enslin International

Session Overview:
There seems to be an overwhelming amount of content and speakers available on the subjects of achievement and success. Yet according to Inc. Magazine, 92% of individuals who set yearly goals fail to reach them. Clearly a fresh approach is needed. In this program, Achievement Now – Elevate Your Success, we deliver that approach in a way that is unique, applicable, and engaging.

One major advantage of this training is that it is extremely participant focused. While many speakers on the subject of personal growth share their own stories in an attempt to motivate the audience, this program focuses completely on the individual attendees. We have found that people are much more excited and action oriented when they focus on their own goals and their potential to reach them, instead of solely hearing about someone else’s achievements.

Additionally in this program, we specifically aim to educate, not motivate. While there can be some benefit from motivational speakers, sustainable personal change takes more than just motivation. This session delivers the education necessary to help participants create permanent habits to drive achievement.

Finally this session is highly interactive. As with all of our trainings, Tyler delivers this program using no written notes or PowerPoint presentation. By doing this, it ensures a high level of audience engagement for all of the activities, exercises, and discussions included in this session. Ultimately this creates an organized, yet conversational flow to the training that results in maximum value being delivered to the participants.

Learning Objectives:
• Understand the actual reason why so many people fail to reach their goals
• Create meaningful individual goals
• Learn 4 simple habits that can be implemented immediately to drive achievement
• Discover actionable keys to a productive mindset
• Define the features of an energizing goal
• Develop individual action steps to begin the achievement process

Location: ABCD Ballroom
1.0 CPE Credit in Leadership

1:00pm - 1:15pm

Location: ABCD Ballroom