Westin Long Beach

9.15.19 - 9.17.19

Early Bird 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

“Active Shooter Part 2”

David J. Spotts


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


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


Level: Overview

1.5 CPE Credits in Specialized Knowledge

1:45 pm - 3:00 pm

“Top 10 Financial/Accounting Mistakes Made by Contractors”

Scott Swearingen, Moss Adams

Matt Gilbert, Moss Adams


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


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, Coins

Steve Hathaway, SEMA Construction, Inc.


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

“Pre-Qualification Strategies ”

Kevin Burnett, Sundt


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

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