Red Rock Casino Resort & Spa

9.24.17 - 9.26.17

Conference Countdown!








Anirban Basu, Economist

Chairman & CEO- Sage Policy Group, Inc.


Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with offices in Pennsylvania and Indonesia.  The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others.


In 2014, Maryland Governor Larry Hogan appointed him Chair of the Maryland Economic Development Commission.  He also serves as chairman of the Baltimore County Economic Advisory Committee.  He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association.  He serves similar functions for Visit Baltimore, the Maryland Association of Realtors, and Marcum, LLC.


He currently lectures at Johns Hopkins University in Global Strategy.  He has also taught international economics, urban economics, micro- and macroeconomics at Hopkins. His radio show can be heard weekdays on 88.1FM, WYPR, Baltimore.


In both 2007 and 2016, the Daily Record newspaper selected Mr. Basu as one of Maryland’s 50 most influential people. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010.


Mr. Basu has been on many boards over time, including First Mariner Bank, the Baltimore City Public School System, Port Discovery, the Baltimore School for the Arts, Union Memorial Hospital, and the Lyric Opera House.  He is currently on the boards of St. Mary’s College, the University System of Maryland Foundation, the Center for Emerging Media and the Archdiocese of Baltimore School System.


Mr. Basu earned his B.S. in Foreign Service at Georgetown University in 1990.  He earned his Master’s in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park.  His Juris Doctor was earned at the University Of Maryland School Of Law.

Danette Beck, CPCU, ARM, CRIS

Senior Vice President- Marsh


Danette Beck joined Marsh in August 2010 and is the West Zone Construction Practice Leader, located in the Los Angeles, CA office. In this role, she is responsible for developing, managing and delivering construction risk management services to contractors, architects, engineers, project owners and developers throughout the West Zone. Danette works in coordination with Marsh service teams and the Global Construction Practice to find solutions to a variety of Marsh construction clients. Her experience with construction projects and contractor businesses include the design of traditional and alternative and/or integrated risk management programs and consolidated insurance programs.


Prior to joining Marsh in 2010, Danette was a senior vice president at a large global broker for 14 years, where her most recent responsibilities included broking all consolidated insurance programs (OCIPs and CCIPs) for the West, managing a book of construction and real estate business, and being the West Coast representative of their public private partnership (P3) taskforce.


She has consulted on insurance programs for over $50 billion of project values on over 40 large projects over the past 22 years including international projects. Danette has also worked with contractors and engineering firms to design, implement, and manage their insurance programs.



BBA, Risk Management and Insurance from University of Georgia, Athens, GA

Chartered Property and Casualty Underwriter (CPCU)

Associate in Risk Management (ARM)

Construction Risk Insurance Specialist (CRIS)



Board Member, University of Georgia Terry College of Business Alumni Board

First Vice President, Executive Committee Board Member, Los Angeles Blind Children’s Center

Board of Director Member, Women’s Construction Owners and Executives (WCOE)

Director, Extension Development, Delta Gamma Fraternity


James Benham

CEO- JB Knowledge, Inc.


James Benham began writing code at the age of 11 and developed his first application by 14. At 17, he co-managed an ISP, providing dial-up Internet to over 4,000 users. In 2001, James established and is now  CEO of JBKnowledge, Inc., an IT services provider and maker of the SmartBidNet, SmartCompliance, SmartInsight and SmartReality cloud solutions.


James frequently contributes to industry publications; he presents on business IT, data security, and innovative software tools at such events as the AGC IT Forum, CFMA's Annual Conference, and MCCA's Annual Conference.

Barry Bulow, CRIS

Controller- The PENTA Building Group



John Cannito, CCIFP

Cheif Operating Officer- The PENTA Building Group


John's oversight of PENTA's departments (business development, preconstruction, and estimating; construction operations; and finance and corporate services) by providing leadership and strategic direction. Joining PENTA in 2004 as Director of Corporate Services, he was promoted to Vice President of Finance and Corporate Services in 2008. With over 20 years of commercial construction experience, John is a LEED Accredited Professional and a Certified Construction Industry Financial Professional (CCIFP).

Ryan Howsam, CRIS®, LEED AP BD+C

Senior Risk Management Consultant, FMI


As a senior consultant with FMI, Ryan works across many disciplines with specializations in risk management services and strategic planning. He facilitates a variety of FMI peer groups, leading executives and CEOs and next-generation/emerging leaders, with in-depth focuses on specialty groups, including human capital, business development, CFOs and self-perform work, to name a few.


He delivers strategic plans and business assessments while driving implementation on all aspects of contractors’ corporate functions, including, but not limited to, finance, business development, project execution, human capital as well as risk management programs utilizing subcontractor default insurance, enterprise risk management, project risk assessment and rolling contractor controlled insurance programs. Working with a variety of construction firms and projects of all sizes across North America, his expertise couples a risk management view with strategic planning focused in the areas of financial management, marketing and business development, human capital and productivity improvement to enhance profitability.


Ryan is a Certified Risk and Insurance Specialist (CRIS®) and a LEED Accredited Professional in building design and construction (LEED AP BD+C®) with more than 15 years of experience within the real estate and construction industry. He is a sought-after speaker on a variety of strategy and risk topics with articles in publications such as the CFMA Building Profits Magazine and Construction Executive, and is a regular contributor to the FMI Quarterly. Prior to joining FMI, he worked in the club and resort development arena in Telluride, Colorado, as well as in the construction fields of concrete, framing and roofing in the Rocky Mountains. This background allows Ryan to draw upon diverse perspectives when collaborating with contractors to succeed in varied and challenging business environments.


Ryan analyzes companies’ corporate structure and risk management programs from the macrolevel view of their business models to the microlevel strategic management processes to understand competitive forces and to develop strategic competitive advantages. Ryan holds both a Master of Science in real estate and construction management and an International Master of Business Administration in corporate finance from the Daniels College of Business at the University of Denver, as well as a Bachelor of Arts in international studies from Vanderbilt University.

David Pesce, CCIFP

Senior Vice President, Surety- Navigators Management Company, Inc.


David Pesce, CCIFP, is the Senior Vice President of Surety for Navigators Management Company, Inc. in Iselin, NJ where he is the head of surety leading Navigators' expansion of its surety department.


David previously held underwriting and management positions with Axis Insurance, Seaboard Surety Company, Reliance Surety Company, Liberty Mutual, Crum & Forster, AIG, and Berkley Surety.


He has served as President of the Florida Surety Association where he received the Surety Information Office Silver Award. He is a member of AGC, GCA, CFMA, Surety Association of America, an associate member of the NASBP, and a past chairman of the National Association of Independent Sureties.


David is a frequent presenter on various surety related issues to contractors, architects, lawyers, bankers, and accountants associated with the construction industry.


Carole Ross

Senior Vice President, Ross Employment Law


Carole Ross began her legal career in 1992 as a litigator with the law firm of Musick, Peeler & Garrett, LLP. Realizing she had a passion and skill for employment law, Carole transferred to the firm’s labor and employment department, where she continued litigating cases and began advising clients on employment issues. In 1995, Carole resigned and became an associate with Sheppard, Mullin, Richter & Hampton, LLP.  After approximately 10 years with Sheppard, Mullin’s labor and employment practice group, Carole was promoted to senior attorney. Carole continued with Sheppard Mullin until 2013, when she decided to open her own firm, Ross Employment Law.


Carole’s experience included both employment litigation in California and federal courts. Carole’s practice also included representing employers in charges filed by administrative agencies such as the Department of Fair Employment and Housing and the Division of Labor Standards Enforcement, as well as advising clients on labor and employment issues.


While Carole’s work still involved employment litigation, a large segment of her work centered on advice work and non-litigation. Carole has conducted workplace investigations, including allegations of discrimination and harassment. She has advised employers on issues pertaining to harassment, discrimination, accommodating employees with disabilities, wage and hour practices, and USERRA. Carole has represented employers with respect to administrative charges filed with the Department of Fair Employment & Housing, Equal Employment Opportunity Commission, Division of Labor Standards Enforcement and Department of Labor.


Carole has been training companies, supervisors and non-supervisory personnel on employment issues such as harassment, discrimination, retaliation, discipline, and termination for many years. Carole has presented training to supervisors in a variety of different industries, including technology, law, healthcare, construction, media and more. In fact, while with Sheppard Mullin, Carole was responsible for presenting this training to her fellow attorneys in the San Diego and Del Mar offices. Carole also provides other types of supervisory training and is a frequent speaker on a variety of employment law and human resource issues.  Carole was recently nominated by fellow San Diego attorneys and selected by the San Diego Business Journal as  “Best of the Bar” for 2015. Some of Carole’s educational accomplishments include:



University of California, Santa Barbara

B.A. 1989

Graduated with High Honors

Santa Barbara City Club Award (awarded to four women with the highest grade point averages majoring in economics, political science or law and society)


University of California Los Angeles, School of Law

J.D. 1992

Moot Court Honors Board


Admitted: California Bar 1992


Carole served as a reporter on discrimination cases and unfair competition cases for Bender’s California Labor & Employment Bulletin. She served as an editor for the C.E.B. Action Guide, “Handling A Wrongful Termination Case.” She served as the Chair of the Labor and Employment Section of the San Diego County Bar Association. She currently serves on the Legislative Committee for the San Diego Society for Human Resource Management. She is a member of the Association of Workplace Investigators.

Bret Rutter, CPA

Partner- Moss Adams LLP


Bret has practiced public accounting since 1996, providing assurance and consulting services to a variety of privately held clients primarily in the manufacturing, distribution, professional services, construction, and real estate industries. In 2005 Bret joined what has become the firm’s national office, where he helps develop and monitor the assurance practice, providing technical consultations on complex audit and accounting matters. His areas of expertise include business combinations, intangible assets and goodwill, variable interest entities, lease accounting, and revenue recognition applicable to the construction industry.


Bret focuses on emerging issues and changes in professional standards that impact the firm’s private company clients and regularly drafts comment letters on behalf of the firm. Additionally, Bret contributed to the AICPA’s Financial Reporting Executive Committee comment letter on the FASB’s proposed revisions to revenue recognition. He is a contributing reviewer to the AICPA’s Audit & Accounting Guide for Construction Contractors and sits on the Construction Financial Management Association national emerging issues committee and technical affairs subcommittee.


Bret works directly with other leaders in the firm to evaluate and adapt policies and practices in light of changing accounting and auditing standards, regulations, and other circumstances. He also participates in the firm’s internal inspections of practice offices and assists in designing, preparing, and delivering continuing education programs at all levels both internally and externally. Bret is also highly involved in assessing and implementing technology resources used to deliver client services throughout the firm’s assurance practice.



Contributing Reviewer, Audit & Accounting Guide for Construction Contractors since 2012, American Institute of Certified Public Accountants

Member, American Institute of Certified Public Accountants

Member, Construction Financial Management Association

Member, Emerging Issues Committee and Technical Affairs Subcommittee, Construction Financial Management Association

Member, Washington Society of Certified Public Accountants



BS, accounting, Central Washington University


Scott Swearingen, CPA

Partner- Moss Adams LLP


Scott began his professional career in private industry in 1992 and has been in public accounting with Moss Adams since 1994. His focus is privately held, middle-market clients primarily in the construction and real estate industry, and he’s involved in all phases of audits, reviews, and compilations, accounting, financial statement reporting, and operations consulting as well as the related internal controls, cash flow, and business planning.

Scott has served on the firm’s Assurance Services Committees and has been instrumental in implementing a risk-rated audit approach for our closely held clients, assisting with streamlining this process to increase efficiencies for his clients. He also works with clients to execute financial and operational consulting engagements.

Scott’s experience includes:

• Efficient audits, reviews, and compilations

• Benchmarking and analytical procedures

• Business consulting

• Financial statement forecasts and projections, and cash flow maximization

• Specialty consulting

• Merger and acquisition consulting

• Banking negotiations and structuring

• Accounting system/internal controls

• Reinsurance companies, ESOPs, etc.



• Member, American Institute of Certified Public Accountants

• Member, Associated General Contractors Association of America

• Member, California Society of Certified Public Accountants

• Member, Construction Financial Management Association

2017 CFMA Southwest Regional Conference Committee

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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, H5 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

Albuquerque Chapter

Kari Juvera, Enterprise Builders Corporation

Justin Adams, Brycon

Inland Empire Chapter

Steve Lords, Arizona Pipeline

Ron Jacobson, Boudreau Pipeline Corporation

Hoop5 Networks, H5 Networks