Westin Long Beach

9.15.19 - 9.17.19

Conference Countdown!






Earn up to 14 CPE Credits!

The agenda was created to combine flexibility and maximum impact while also providing unique networking environments.


Sunday, September 15

3:00 pm - 5:00 pm


David J. Spotts, Esq.



If you have attended a presentation on responding to an Active Shooter event, you understand how important it is to develop advance strategies for your business to attempt to minimize the impact of this crime.  However, you may not know how to proceed to formalize these strategies into your Safety Plan, Emergency Action Plan or similar document.  It is one of the most horrifying experiences that can occur.  Unfortunately, in today's society, it is something we should discuss, understand and for which we must be prepared.  This presentation will discuss the steps that should be considered when formalizing an Active Shooter protocol for your business.


We will commence with a quick review of the general characteristics of these incidents and the perpetrators, with an emphasis on the lessons learned from past events.  We will then discuss how to develop written protocols to respond and recover if an active shooting event occurs at your work environment.  This portion will include recommended current best practices that should be addressed in your plan including individual and institutional preparedness; immediate actions steps; tactical options, including the run-hide-fight principle; interaction with emergency responders; and recovery, including business continuity planning and return to normal operations.  However, it is critical to note that these events are highly chaotic and unpredictable.  As such, multiple options will be discussed and some of the options may not be suitable for your unique environment.


We will conclude the session with a Q&A segment and a list of available resources for continuing preparedness.


NOTE:  While this is an independent presentation and can stand-alone, it is designed to build on the principles in my Active Shooter Incident Fundamentals program.



  • General review of past incidents
  • Developing an Active Shooter Protocol
    • Preparedness
    • Immediate Action Steps
    • Tactical Options
    • Accountability and Reunification
    • Continuity Planning
  • Available resources


Level: Overview

2.0 CPE Credits in Specialized Knowledge

12:00 pm - 7:00 pm

5:30 pm - 7:00 pm


Monday, September 16

7:00 am - 8:00 am

8:00 am - 8:30 am

Welcome, General Info, Opening Remarks, CFMA HQ Update

8:30 am - 9:45 am

“Fraud and Embezzlement: Lessons from the Trenches”

Angela Morelock, BKD


Fraud can wreak havoc on organization financial performance and undermine business objectives.  No business is immune from the risks associated with fraud, and education is the key to prevention.  Angela Morelock, a partner with BKD, LLP will share her insights into the world of internal embezzlement based on her experience investigating white-collar crime.  With stories from the trenches and often overlooked prevention tips, you will be simultaneously educated and entertained during this fast-paced program designed for those with or without an accounting background.  Anyone involved in business – managers, owners, board members, controllers and outside auditors – will benefit from this enlightening presentation, which discusses the symptoms management should watch for with a focus on how organizations can better protect themselves.


Learning Objectives:

  • The key red flags associated with embezzlement and fraud
  • Methods used to embezzle from and defraud health care organizations
  • Tips to protect their organizations from embezzlement & fraud
  • What to do if fraud is suspected


Level: Overview

1.5 CPE Credits in Specialized Knowledge

Sponsored By:

9:45 am - 10:15 am

10:15 am - 11:30 am

“User Friendly Revenue Recognition:  What CFOs Really Need to Know”

Julian Xavier, CLA

Alisha McClellan, CLA


Join us as we discuss a common sense approach to implementation of ASC 606- Revenue for Contracts with Customers.   We will discuss and highlight key issues that the majority of contractors will likely have to deal with, how to identify and assess overall impact of adopting ASC 606, what accounting policy changes might be required and what are some of the key financial statement and footnote changes with the new standard.   If you still haven’t evaluated and assessed overall impact of ASC 606, we will help shed light on what you need to do before the end of the year.


Level: Overview

1.5 CPE Credits in Specialized Knowledge

11:30 am - 12:30 pm

12:30 pm - 1:45 pm

“Top Human Resources Strategies for the Construction CFO”

Cyndi Mergele, RSM


Oversight of HR is a hat many construction CFOs wear. Oftentimes directing recruitment, retention, policy, discipline, compensation and benefits decisions, while still performing key finance functions. Balancing compliance issues and the need to control overhead expenses with company culture and employee morale is tricky, and making the wrong HR decisions can open the company up to risk, expensive litigation and bad press. Learn how successful construction companies have leveraged resources to deliver optimum HR function.


Learner Outcomes

  • Why purposeful HR strategy is critical
  • Staffing the HR function for cost efficiency and effective service delivery to the company
  • How technology can (and should) be leveraged for delivering HR services to employees at all levels
  • Leading practices for recruiting, retention and compliance
  • Understand how HR can influence and assist in setting strategic direction, particularly in the areas of labor, workforce and turnover


Level: Overview

1.5 CPE Credits in Specialized Knowledge

1:45 pm - 3:00 pm

“How to Find and Fix The Top Financial Mistakes Made By Contractors”

Scott Swearingen, Moss Adams

Matt Gilbert, Moss Adams


Join us to discuss how to continue to navigate the financial, accounting, tax, and operational challenges in this ever-changing and fast-paced environment. We will discuss a variety of topics related to these areas as well as things that you can bring back to your organizations.


Learning Objectives:

  • Identify improvements in your monthly financial statement process
  • Identify improvements in your year-end financial statement and income tax process
  • Identify opportunities and requirements for your organization as a result of tax reform
  • Identify opportunities for improvement in operations that ultimately impact the finance, accounting and income statement process.


Level: Overview

1.5 CPE Credits in Specialized Knowledge

3:00 pm - 3:30 pm

3:30 pm - 5:00 pm

“Communicate like a Leader ”

Anthony Huey, Reputation Management Associates


It’s not just what you say, it’s how you say it

The old adage ‘what people perceive, is what they believe’ has never been truer than in today’s superficial society. Whether you realize it or not, you are constantly being judged by others, often subconsciously. How you communicate in everything from casual conversations to formal business meetings can be the difference between success and failure. Don’t miss what is often your only opportunity to connect and leave a lasting impression.

This highly interactive, hands-on session teaches effective ways to leave a positive perception on a wide variety of audiences you deal with every day, including customers, prospects, internal staff, boards of directors, management, community partners, the news media, elected officials, investors, and many others.

Attendees will leave the session with:

  • Proven techniques to leave a positive, memorable impression.
  • How to craft messages that are concise, meaningful and memorable.
  • Tips on how to more effectively use body language
  • Keys to effectively engage someone in conversation.
  • A training plan to reduce those pesky “ummms” and “ahhhhs”
  • Four specific response techniques to answer any question from anyone.
  • Tools on how to gain “think time” when you most need it and more.



Level: Overview

1.5 CPE Credits in Specialized Knowledge

Sponsored By:

5:30 pm - 7:30 pm


Tuesday, September 17

7:00 am - 8:00 am

8:00 am - 9:30 am

“Teamwork & Technology Connecting the Field with the Accounting Office”

Kevin Booth, Westcor

Frank DiLorenzo, Logi-Cor, LLC

Steve Hathaway, SEMA Construction, Inc.


Technology is changing the construction landscape.

Our session teaches how innovations in technology are pushing the industry, and your business, to new heights!

Step away from the office and join us for a unique opportunity.

Our dynamic speakers will demonstrate how technological innovations offer valuable tools that increase your company's field performance and efficiency.


Learning Objectives Include:

  • how to leverage your existing investments in technology.
  • unlocking the power and tools of MS Office to improve operations.
  • analysis and discussion (including real life examples) of current technological innovations.
  • how to achieve performance improvement with practical concepts.


Level: Overview

1.5 CPE Credits in Specialized Knowledge


9:30 am - 10:45 am

"Leading with the numbers: How accounting can turn data into information and strengthen an organization by speaking up."

Ben Reynolds


Join us to discuss how to lead cross functional relationships within an organization by implementing leading and key performance indicators.  We will discuss how creating transparency within an organization is the platform for sustainability and accountability.  In addition, we will focus on benchmarking expectations for operational performance, customer, risk, project, and personnel profiles.


Learning objectives:

• How to lead outside of your team

• Benchmarking KPIs with data

• Create a playbook that can standardize results

• Define success as an organization


Level: Overview

1.5 CPE Credits in Specialized Knowledge

10:45 am - 11:15 am

11:15 am - 12:30 pm

"Strategic Relationships through Prequalification"

Kevin Burnett, Sundt


Session Description:  Prequalification programs have been in place now for 10 years or more, leading to what most Subs call “Prequal Season”.  This session will take a deep dive into where we are today, is the system working?  If so, why are some GCs still afraid of Subcontractor failure?  And for Subs, have they become more comfortable with sharing financial information?  And, if your company ‘picture’ isn’t A+, is there anything the Sub can do to ‘dress it up’?   And how “bad” does a Sub have to be to be a NO go?


Learning Objectives:

  • Understand the state of the Prequalification today and what we have learned
  • Learn why some Subs “qualify” better than others
  • Methods used by GCs and Subs to reach the top of the heap with their Prequal submissions
  • What RED flag(s) will disqualify a GC with the Owner or the Sub with the GC



Level: Overview

1.5 CPE Credits in Specialized Knowledge

12:30 pm - 12:45 pm

Closing remarks/Adjourn

Delivery Method:  Group Live

The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Web site: www.learningmarket.org.

2019 CFMA Southwest Regional Conference Committee

© Construction Financial Management Association.

All rights reserved.

Orange County Chapter

Travis Foth, Rosendin Electric

Steve Ruelas, Griffith Company

Pam Hummel, Briq

Theresa Tate, Crawford & Bangs, LLP

Las Vegas Chapter

Bryce Wisan, Eide Bailly, LLP

Jim Main, CliftonLarsonAllen

San Diego Chapter

Mandy Irvine, Hoop5 Networks

Jackie Buck, Harper Construction

Valley of the Sun Chapter

Marj Weber, Irontree

David Miller, Jokake Construction Services

John Corcoran, Foundation Software

Amy Mae Crow, Rummel Construction

Albuquerque Chapter

Kendall Thrasher, National Roofing Company

Justin Adams, Brycon

Inland Empire Chapter

Steve Lords, Arizona Pipeline

Ron Jacobson, Boudreau Pipeline Corporation

Hoop5 Networks provides IT and Web support services for CFMA Regional Conferences across the U.S.