Talking Stick Resort

9.23.18 - 9.25.18

Earlybird Countdown!

DAYS

HOURS

MINUTES

SECONDS

AGENDA

Earn up to 14 CPE Credits!

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

 

Sunday, September 23

2:00 pm - 4:00 pm

“Active Shooter & Workplace Violence: Prepare, Act and Survive”

Rob Berryman

 

Active Shooter events have become all too commonplace in today’s society. Organizations must now address this real exposure to their worker’s safety. This presentation will educate the audience on the demographics of Active Shooter and Workplace Violence events; warning signs of potential shooters; how to proactively develop a defense strategy; and how to properly educate your employees on that strategy. Attendee’s will learn the Run, Hide, Fight mentality and how to help your employees deploy it including development of Safe Havens; the use of “Improvised Weapons”, how to contact Law Enforcement and how to react when they arrive.

Learning Objectives:

  • • Prevention

Level: Overview

2.0 CPE Credits in Specialized Knowledge

12:00 pm - 7:00 pm

5:30 pm - 7:00 pm

 

Monday, September 24

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

"Understanding Critical Contract Provisions:  What you Don’t Know Can Hurt You "

Theresa Tate, Crawford & Bangs

Michael Holden, Holden Willits PLC

 

Summary:  An excessively risky contract is a recipe for financial disaster.  Risk management should start before the project begins by employing strategies to manage the risks in your construction contract.  Risk transfer from owner to contractor, and contractor to subcontractors has become more complicated and unbalanced than ever.  Understanding these risks by identifying the “murder” clauses within a contract and employing tools to negotiate better terms or at least mitigate the risks during construction is critical for successful project.  Attorneys Theresa Tate (California) and Michael Holden (Arizona) will identify the risks inherent in the most onerous clauses, suggest possible modifications to balance the risks, and provide insights on how to manage the contractual risks during construction.

 

Learning Objectives:

1.  Appreciating the inherent risk in contracts;

2.  How to spot project "killer" clauses;

3.  Understand critical clauses in the standard form contracts (AIA and ConsensusDocs);

4.  Cut through lengthy and confusing legal language;

5.  Essential tools for negotiating profitable contracts;

 

Level: Overview

1.5 CPE Credits in Specialized Knowledge

9:45 am - 10:15 am

10:15 am - 11:30 am

"Legislative Panel- How the Sausage Gets Made"

Moderator: Mike Gardner, Principal of Triadvocates

Panel:

Kevin Booth, WestCor Companies

David James, FNF Construction, Inc.

Marj Weber, Irontree Construction

 

Ever been frustrated with an existing law in your state, especially when it impacts your job as CFO of a Construction Company?  And did you tell yourself, “nothing I can do about it, so just learn to live with it”?  This panel of CFMs and a state lobbyist has worked within their State Legislatures to make a difference and change the laws critical to their companies and their States.

 

After attending this session you will:

  • Find out how CFMA members can contribute and help change law.
  • Learn about the process - the good and the BAD!
  • Know how to foster relationships with Legislators and Lobbyists for the benefit of all.
  • Understand how the legislative mechanics work and how important compromise can be.

 

Level: Overview

1.5 CPE Credits in Specialized Knowledge

11:30 am - 12:30 pm

12:30 pm - 1:40 pm

"Economist"

Jim Rounds

 

Level: Update

1.5 CPE Credits in Specialized Knowledge

1:45 pm - 3:00 pm

"Cyber Threats: An FBI Perspective"

Supervisory Special Agent (SSA) Martin E. Hellmer, FBI

 

A Supervisory Special Agent from the Federal Bureau of Investigation will share insights regarding the current cyber threat landscape and the FBI’s posture to prevent and investigate computer crimes.

 

Participants will leave the session with a better understanding of:

  • Common vulnerabilities
  • Criminal motivations
  • Criminal modus operandi
  • Trending fraud schemes

 

Level: Overview

1.5 CPE Credits in Specialized Knowledge

Sponsored By:

3:00 pm - 3:30 pm

3:30 pm - 5:00 pm

"Keynote 1"

James Benham, JB Knowledge, Inc.

 

Level: Overview

1.5 CPE Credits in Computer Science

Sponsored By:

Dodge Data & Analytics

5:30 pm - 7:30 pm

 

Tuesday, September 25

7:00 am - 8:00 am

8:00 am - 9:20 am

"Keynote 2: Making Your Message Memorable: Presentations"

Anthony Huey, Reputation Management, LLC

 

It's not just what you say, it's how you say it.

Whether you realize it or not, your communication skills are constantly being judged by others, often subconsciously. How you communicate in everything from casual conversations to formal presentations can be the difference between success and failure. Don’t miss what is often your only opportunity to connect and leave a lasting impression.

 

These highly interactive, hands-on sessions teach effective ways to communicate your message to 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:

  • Jaw-dropping techniques to reduce nervousness
  • A revolutionary new approach to creating effective presentations
  • Proven techniques to leave a positive, memorable impression on an audience
  • Advice on how to speak from PowerPoint...the correct way
  • Four specific response techniques to answer any question from the audience
  • A training plan to reduce those pesky “ummms” and “ahhhhs”
  • Tips on how to more effectively use hand and facial gestures to engage the audience
  • Guidelines on formatting a speech script or speaker’s notes
  • New and more effective ways to present as a team
  • And much, much more!

 

Level: Overview

1.5 CPE Credits in Specialized Knowledge

Sponsored By:

Jokake Construction

9:30 am - 10:45 am

“Navigating the Labyrinth of Cyber Insurance.”

Cheryl Dunn Soto, Franklin | Soto LLP

Josh Franklin, Franklin | Soto LLP

 

Businesses of all sizes have been experiencing data breaches, ransomware attacks, and other cyber events at an alarming and increasing rate over the past few years.  Because the costs associated with these events can be catastrophic, more and more businesses are choosing to protect against these risks, in part, through cyber insurance. Because this coverage is relatively new and not yet addressed by uniform policy language, it can vary dramatically from carrier to carrier based on different coverages, definitions, and exclusions. Additionally, many of the operative terms used in cyber policies have not yet been examined or explained by courts. As a result, there is significant uncertainty about what is actually covered by these relatively new and untested policies. Navigating the Labyrinth of Cyber Insurance will address (1) the most common types of covered cyber risks; (2) key exclusions to be aware of; (3) how to negotiate enhanced coverage; and (4) best practices for tendering claims and responding to claim denials.

 

Learning Objectives:

  • Why your company needs cyber insurance
  • Important considerations when choosing a cyber policy
  • Key provisions that should be negotiated
  • Exclusions to avoid
  • What to do when you have a claim
  • What to do if your claim is denied

 

Level: Overview

1.5 CPE Credits in Computer Science

10:45 am - 11:15 am

11:15 am - 12:30 pm

"Death of a Contractor"

Kevin Foley, Madison Concrete Construction

 

Level: Update

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.

2018 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, Dodge Data & Analytics

Theresa Tate, Crawford & Bangs, LLP

Las Vegas Chapter

Kevin Booth, WestCor Companies

Jim Main, CliftonLarsonAllen

San Diego Chapter

Mandy Irvine, Hoop5 Networks

Jackie Buck, Harper Construction

Lynn Hanson, Horizon Solar Power

Valley of the Sun Chapter

David Miller, Jokake Construction Services

John Corcoran, CICPAC

Marj Weber, Irontree

Jim Bracy, Willis Towers Watson

Albuquerque Chapter

Kari Juvera, Enterprise Builders Corporation

Justin Adams, Brycon

Inland Empire Chapter

Steve Lords, Arizona Pipeline

Ron Jacobson, Boudreau Pipeline Corporation