AGENDA

3:00 pm - 6:00 pm

Registration Open

5:00 pm - 7:00 pm

Welcome Reception - Sponsored by:

7:00 am - 8:00 am

Registration Open; Breakfast - Sponsored by:
Room: Portman A&B

8:00 am - 8:05 am

Welcome & Conference Opening
Room: Portman A&B

TRACK ONE

TRACK TWO

8:05 am - 8:55 am

Improve Employee Retention Through Technology

Presentation by: Ben Conry, Flashtract

Session Overview

Studies show that it costs 6 to 9 months of an employee’s salary to replace them and on average they take 70% of their company knowledge with them. To make matters worse, the rate at which employees are leaving for new jobs and industries doesn’t even account for the aging workforce within the construction industry. On the other hand, companies who maintain a high retention rate see increased profits by as much as 4 times. Technology has finally arrived to the construction industry and it’s changing the game and the stakes. One way it can positively impact your business is by improving retention through increased efficiencies and work output. It allows companies to do more with what they already have. In this session, we’ll share how you can use technology to improve retention, reduce inefficiencies, attract new talent, and increase profit as you grow your company.

Level: Overview
1.0 CPE Credits in Personnel & Human Resources
Room: Portman C&D

Tax & Legislative Update

Presentation by: Alex Brosseau, Senior Manager, Tax Policy Group of Deloitte Tax LLP

Session Overview

From inside the Beltway:

Introduction to Federal Legislative Landscape – review of Congress and the political landscape in Washington driving policy decisions

Legislative Proposals – President Biden

Legislative Proposals – House and Senate, including a comparison of Democratic and Republican objectives

Priorities for Budget and long-term reform

Impact for 2022 Mid-Term Elections

Overall impact to various proposals that will drive the Biden presidential term.

Level: Overview
1.0 CPE Credits in Taxes
Room: Portman A&B

9:00 am - 9:50 am

Using Alterxy to Improve Processes

Presentation by: Christopher McKay & Bob Mansmann, Capitalize Analytics

Session Overview

How long does it take you to gather and prepare data to produce invoices, for month-end close, to file taxes, generate a budget, or run a forecast? Are you working evenings and weekends to meet the deadlines? If you are like many finance departments, the answer is probably… yes!

Capitalize Analytics and Brasfield & Gorrie have joined together to help you think through and address these challenges.

Capitalize will share how it advises firms to evaluate and identify processes for automation and show how finance departments are leveraging technology like Alteryx.

Brasfield & Gorrie will make it real by showing how it uses Alteryx to automate its repeatable processes within the Office of Finance.

Learning Objectives:

• Learn how Finance departments are achieving greater automation through process automation

• Learn why firms like Brasfield & Gorrie are making investments in technology

• Learn how you can achieve process automation

Level: Overview
1.0 CPE Credits in Computer Software and Applications
Room: Portman A&B

Contracting with the Government

Presentation by: Cyndi Dunn and Stephanie Johnson, RSM

Session Overview

The $1.2 trillion bipartisan infrastructure bill translates into plenty of expected opportunities for contractors to win bids on government contracts. This is true even for contractors who have only worked commercial jobs. But with new opportunities come new disciplines that contractors need to adapt to be successful. What should contractors know before getting into business with the government?

Learning Objectives:

1. Define what a government contractor is and is not, understand the ecosystem, and estimate the market opportunity for businesses serving the government.

2. Understand key regulatory and compliance matters related to serving federal, state, and local governments.

3. Identify tasks required to prepare for pursuing contracts and grants from the government.

Level: Overview
1.0 CPE Credits in Business Management and Organization
Room: Portman C&D

9:50 am - 10:15 am

Morning Break/Vendor Break - Sponsored by:
Room: River Room & Main Hallway

10:15 am - 11:30 am

Impact of Inflation and Economy on Contractor Overhead

Presentation by: Billy R. Robinson, CPA, CCIFP, Brown Edwards

Session Overview

Learning Objectives:

1. Provide an overview of the various impacts of high-cost inflation on your company’s financial performance.

2. Identify strategies for mitigating the impact of material delays and cost inflation.

3. Provide an overview of key financial ratios and statistics to monitor and provide strategies for improvement of those.

Level: Overview
1.5 CPE Credits in Economics
Room: Portman C&D

Surety Panel

Presentation by: Mark Blackburn (moderator), Michael Heidrick Hartford, LBMC, Mike McKibben, Berkshire Hathaway, B Jones, Scott Insurance

Session Overview

Considering Inflation, Material Price Escalations, Infrastructure Bills, and Economic Indicators the Surety Industry is dealing with many uncertainties now and in the future. Industry leaders from both the Surety Company and Surety Agent side will provide insight into what is expected in the coming years in this dynamic panel discussion.

Learning Objectives:

1. Review the latest information on the state of the surety industry

2. Describe how inflation and business environment are affecting the surety industry.

3. Review impact of ASC 842 on surety industry.

Level: Overview
1.5 CPE Credits in Business Management and Organization
Room: Portman A&B

11:30 am - 12:30 pm

Lunch - Sponsored by:
Room: Portman A&B

12:30 pm - 2:00 pm

CFM Game, Sponsored by LBMC

Presentation by: CFMA National

Session Overview

This educational game is based on the real-life job responsibilities of a well-rounded CFM. The purpose of this game is to enhance the participants’ abilities to evaluate and implement strategic initiatives. By replicating the financial management of various initiatives, attendees will be challenged with obstacles and required to convey important financial information to decision-makers.

Level: Overview
3 CPE Credits in Business Management and Organization
Room: Portman C&D

Top 5 SALT Issues Affecting Pass-Through Entities Today

Presentation by: Bruce Ely & Will Thistle, Bradley

Session Overview

These well-known speakers will survey what, in their experience, are the top 5 issues in the state and local tax realm today that impact multistate PTEs and their owners, including the new PTE taxes that are proliferating among the states and practical compliance issues; how/where to source the gain on the sale of a PTE ownership interest; the IRS’ and states’ ramped-up efforts to audit “large” PTEs; and some of the latest tax cases and state DOR rulings that you should be aware of or monitoring.

Learning Objectives:

1. Understand the different types of PTE tax laws that have been enacted recently by many states and some of the key variables.

2. Learn about recent and pending cases across the country involving which states can/should be allowed to tax the gain on the sale of a membership/partnership interest to a third party when the owner doesn’t have a physical presence in the taxing state.

3. Gain an update on recent IRS and state audit initiatives targeting PTEs.

4. Get the big picture on some of the key state tax cases pending and recently decided across the country involving PTEs or their owners.

Level: Overview
1.5 CPE Credits in Taxes
Room: Portman A&B

2:00 pm - 3:30 pm

CFM Game, Sponsored by LBMC (Continued)

Presentation by: CFMA National

Session Overview

This educational game is based on the real-life job responsibilities of a well-rounded CFM. The purpose of this game is to enhance the participants’ abilities to evaluate and implement strategic initiatives. By replicating the financial management of various initiatives, attendees will be challenged with obstacles and required to convey important financial information to decision-makers.

Level: Overview
3 CPE Credits in Business Management and Organization
Room: Portman C&D

Why the "E" is Vital in DE&I

Presentation by: Victor Sturgis

Session Overview

There is a new saying in the space of Diversity & Inclusion, “Diversity is a Fact. Inclusion is a Choice”. What is often left out of the equation is the end result, and that result is equity, “Equity is the goal”. Many organizations have spent time and other resources trying to find ways to make their workforces and leadership teams look more diverse and feel more inclusive. Sometimes the reason why is lost. In this session we will discuss the difference between equality and equity as a goal of your Diversity & Inclusion strategy, paint the picture of how equity can show up in the field of construction, and provide some practical examples of equity practices taking place by construction companies across the country.

Learning Objectives:

1. Define equity and equality, and explain the difference.

2. Understand what equity means to construction companies.

3. Be able to apply equity at your company in practical ways.

Level: Overview
1.5 CPE Credits in Personnel & Human Resources
Room: Portman A&B

3:30 pm - 3:45 pm

Afternoon Break/Vendor Break - Sponsored by
Room: River Room & Main Hallway

3:45 pm - 5:00 pm

Keynote: “Blind Ambition”

Presentation by: Chad Foster, Sponsored by FORVIS

Session Overview

Going blind at 21-years-old and facing a life with seemingly limited opportunities, Chad had to reinvent himself before even having a shot at success. Turning obstacles into opportunities, he became a Harvard-educated rainmaker, created countless jobs, and now he teaches teams how to cultivate resilient mindsets, adapt and thrive in change, and set ambitious goals with the right mindset to achieve them.

This program gives your people the tools and inspiration to overcome difficult circumstances and create a promising positive future. More than just a motivational talk, this session connects inspiration to implementation.

Level: Overview
1.5 CPE Credits in Personal Development
Room: Portman A&B

5:30 pm - 7:30 pm

Cocktail Party at Southside Social - Sponsored by

7:00 am - 8:00 am

Breakfast - Sponsored by
Room: Portman A&B

8:00 am - 8:50 am

On the Economic, Political, and Business Climate

Presentation by: Roger Tutterow, PhD, Kennesaw State University

Session Overview

Nine years ago, we cleared important hurdles that were necessary steps back toward "normalcy” after the Great Recession. As the economic expansion moved through its 11th year, it was derailed by a global pandemic not seen in a several generations. Two years into the post-pandemic recovery, the economy faces new set of challenges threatening a return to recession. In this session, Dr. Roger Tutterow provides a timely overview of global, national and regional economies. Participants will consider the ongoing impacts of COVID-19 on the retail sector and real estate, prospects for resolution of supply chain and labor market dislocations, the recent upturn in inflation, ongoing changes in Federal Reserve policy changes including both an increasing of policy interest rates and the “unwinding” of bond purchases, performance of residential and non-residential real estate markets and the implication of recent demographic trends for the real estate industry and general business climate.

Learning Objectives:

1. Understand the impact of the pandemic recession on output, sales, employment and financial markets at both the national and local level.

2. Identify the three primary challenges facing economic prosperity (supply chain, labor shortages & elevated inflation) and how they are interrelated.

3. Consider how Federal Reserve after the 2008-9 and 2020 recession have contributed to economic recovery but also set the stage for a rekindling of inflation.

4. Review developments in the non-residential real estate market during and subsequent to the pandemic recession. Special emphasis is placed on the lodging, office, retail and industrial subsectors.

5. Appreciate how elevated and volatile materials prices, along with labor shortages, have contributed to reduced inventories of residential product.

6. Consider how housing appreciate and rising mortgage rates have combined to drive concerns over affordability in the residential market.

7. Access likely outcomes in the November election and consider implication for economic policy in 2023.

Level: Overview
1.0 CPE Credits in Economics
Room: Portman A&B

TRACK ONE

TRACK TWO

9:00 am - 9:50 am

IRS Audits for Worker Misclassification

Presentation by: George Parrott, Cooper, Travis & Company, PLC

Session Overview

This session will go over the labor requirements for contractors performing work under the new Infrastructure Investment and Jobs Act of 2022 as well as an overview of current construction labor rules and any current labor law initiatives.

Level: Overview
1.0 CPE Credits in Business Law
Room: Portman C&D

How Contractors Can Bridge the Age Gap

Presentation by: Robert Coker & Larry May, Carr Riggs & Ingram

Session Overview

By some estimates, about 10,000 workers are retiring every day. Unfortunately, these aging Baby Boomers are taking a significant volume of knowledge with them as they walk out the door. This leaves a huge wake that can’t be filled by Generation X, as they’re much smaller by volume. Many contractors are beginning to view Millennials as the likely sole solution to today’s labor woes. They’re taking important and necessary steps to attract them to the industry, and even tailoring their recruitment strategies to reach 20- and 30-somethings.

Learning Objectives:

1. Construction industry has a projected 665,000 worker shortage for 2022.

2. The baby boomer generation is exiting the workforce even more quickly due to the pandemic.

3. There are things companies can do to help recruit replacements and start transferring knowledge.

Level: Overview
1.0 CPE Credits in Personnel & Human Resources
Room: Portman A&B

9:50 am - 10:15 am

Morning Break/Vendor Break - Sponsored by
Room: River Room & Main Hallway

10:15 am - 11:30 am

Facts not Feelings, Sponsored by Crowe

Presentation by: James Benham, JB Knowledge

Session Overview

Modern technical abilities to not only start processing unstructured data like photos, videos, handwriting, and free text but to start connecting those data points to each other and make them easily accessible are radically transforming our decision-making capabilities.

Learning Objectives:

1. Understand the importance of production and productivity in the construction industry.

2. Identify processes and tools to improve productivity and production in the office and field.

3. Review technology contractors can leverage to improve production and productivity.

Level: Overview
1.5 CPE Credits in Information Technology
Room: Portman A&B

11:30 am - 12:30 pm

Lunch - Sponsored by
Room: Portman A&B

12:30 pm - 1:20 pm

The Triple Play

Presentation by: Brady Brayn

Session Overview

Don’t leave money on the table. Learn how you can put money back into your business through specialty tax incentives such as the R&D Tax Credit, 45L Tax Credit, 179D Deduction, and Cost Segregation.

Learning Objectives:

1. Qualifications and eligible properties of the Energy Efficient Commercial Building Deduction – IRC Sec 179D.

2. Qualifications, eligible properties, and legislative updates of the Energy Efficient Home Credit – IRC Section 45L.

3. Identify target-rich environments for Research & Development activities utilizing the 4-part test and basic exclusions.

4. Qualifications and eligible properties for Cost Segregation

5. Understand information on composite case studies for each tax incentive.

Level: Overview
1.0 CPE Credits in Taxes
Room: Portman C&D

How Blockchain Could Revolutionize the Construction Industry

Presentation by: Brian Krogsgard, Co-Founder - Flip.xyz

Session Overview

Hundreds of crypto-centric entities are experimenting and innovating in several arenas that can impact the construction industry significantly: supply chain, treasury management, lending markets, and more. The application of blockchain technology is admittedly nascent in the real world, while infrastructure development is occurring rapidly. Tooling being built todaywill bring added liquidity, improved audit capacity, and unique financing tools to real world products tomorrow. In this talk, we will cover several ways in which crypto and blockchain will have real impact in the construction industry in the coming years, and how you can be prepared.

Learning Objectives:

• Going beyond buzzwords with how "blockchain" impacts construction and construction management

• Discover a spectrum of potential applications for blockchain tech to be used in industry

• Learn realistic potential future outcomes, and how to prepare for them

Level: Overview
1.0 CPE Credits in Information Technology
Room: Portman A&B

1:20 pm - 1:35 pm

Afternoon Break/Vendor Break
Room: Main Hallway

1:35 pm - 3:00 pm

The new lease accounting standard ASC 842 is here, is your company ready?

Presentation by: Robert Mercado, MARCUM

Session Overview

During this session we will discuss the following:

• What is the difference between Operating and Financing Leases

• How to properly account for the leases that are required to be capitalized

• What are embedded leases

• A practical approach to understanding how the financial ratios of a contractor will be affected

• What should be done now to get your ready

Level: Overview
1.5 CPE Credits in Business Management
Room: Portman C&D

Fraud and Cyber Threats: Lessons from the Trenches

Presentation by: Bob Sprague & Cy Sturdivant, FORVIS

Session Overview

Fraud and cyber-attacks can wreak havoc on an organization’s financial performance and undermine business objectives. No business is immune to fraud and cyber risks, and education is key to prevention and mitigation. This presentation will provide stories from the trenches and often-overlooked prevention tips. You’ll be both educated and entertained during this fast-paced program designed for those with or without an accounting background. Anyone can benefit from this enlightening presentation, which will touch on the symptoms that management should watch for and focus on how organizations can better protect themselves.

Learning Objectives:

1. Describe the controls and strategies that can help reduce the risk of fraud and cyber-attacks.

2. Identify emerging fraud and cyber-attack schemes and how to avoid becoming victim.

3. Explore and describe how complex data analytics can be deployed for fraud detection.

Level: Overview
1.5 CPE Credits in Information Technology
Room: Portman A&B