The Chattanoogan Hotel

5.4.17 - 5.5.17

Conference Countdown!






Earn up to 10 CPE Credits!

The agenda was created to combine flexibility and maximum impact while also providing unique networking environments. Customize your agenda by selecting breakouts and sessions that are most meaningful to you.

Thursday, May 4



8:00 am - 12:00 pm

Presented By: Andrea Castle- Crowe Horwath LLP

12:30 pm - 1:00 pm

Welcome Registration

1:15 pm - 2:30 pm

Surety Update Panel Discussion- (Ballroom 1&2)


Larry Christianson- The Hartford

David R. Hombach Jr.- Travelers

Michael McKibben- Zurich North America

  • 1.5 CPE Credits in Specialized Knowledge & Applications (SKA)

2:30 pm - 3:00 pm

Vendor Break- Vendor Booth Exhibits

3:00 pm - 5:00 pm

Keynote Presentation: "Making your Message Memorable" - (Ballroom 1&2)

Presented by: Anthony Huey- Reputation Management, LLC

Stand up, stand out and stand apart.  Next to death, standing up and communicating in front of a group of people is the number one fear in America. At the same time, study after study shows that those persons who succeed in life are usually excellent communicators. All that knowledge in your head is worthless if you can’t communicate it clearly.  This highly-popular session teaches you how to stand on your feet and make your message memorable. From formal speaking, business meetings and presentations to one-on-one conversations, this session is designed to make you and your team more dynamic communicators.

Attendees will leave the session with:

  • A revolutionary new approach to creating effective presentations.
  • Proven techniques to leave a positive, memorable impression on an audience.
  • Tips on controlling the presentation environment.
  • Jaw-dropping techniques to reduce nervousness.
  • Advice on how to speak from PowerPoint…the correct way.
  • A training plan to reduce those pesky “ummms” and “ahhhhs”
  • Tips on how to more effectively use body language to engage the audience and more.
  • 2 CPE Credits in Specialized Knowledge & Applications (SKA)

5:30 pm - 7:30 pm

Friday, May 5




6:30 am - 8:00 am

Breakfast (included with registration)- Broad Street Grill

9:00 am - 10:15 am

Track 1, Session 2- (Auditorium)

Tax Related Issues of Insurance Policies and Programs

Presented by:

Clint Brasier- Crowe Horwath LLP

John Colwell- Crowe Horwath LLP

During this program, participants should expect to learn income tax related issues concerning various insurance policies and programs including:

  • CCIPs
  • OCIPs
  • Life settlements
  • Medical reimbursement plans
  • Split dollar plans
  • Self-insurance plans
  • Captives (831(b))
  • 1.5 CPE Credits in Specialized Knowledge & Applications (SKA)

Track 2, Session 2

2017 Construction Technology Update

Presented by:

Wayne Newitts- Dexter Chaney

Driving Organizational Performance through Business Intelligence Business Intelligence (BI) is a term that has become diluted through over use, but it's power to transform a company's performance is stronger than ever. This session will cover BI from the perspectives of people, process, and technology, with an emphasis on how and why it is becoming more important for contractors of all types and sizes to establish a BI strategy. Topics to be covered include:

  • Defining Business Intelligence
  • The role of BI in the construction industry Technologies that enable
  • BI People and processes required to implement BI successfully Use
  • Cases for BI in construction

1.5 CPE Credits in Computer Science

8:00 am - 8:50 am

Track 1, Session 1- (Auditorium)

Suicide Prevention in Construction

Presented by:

Scott Ridgway- Tennessee Suicide Prevention Network

According to the Center for Disease Control and Prevention (CDC), the construction industry ranks #1 in the number of recorded suicide deaths and #2 in suicide rates in the U.S. Leaders in construction companies must address this issue as seriously as it does jobsite safety and adopt a "Zero Suicide" goal to accompany the traditional "Zero Accident" target. This webinar will address the risk factors that put construction workers at such high risk for suicide, build a business case for addressing mental health in the workplace, give a lived experience view on mental illness and suicide, and provide steps for employers to build mental wellness and suicide prevention measures into their company programs and policies.


After attending this session, you will be able to:

  • Understand why construction workers are especially at risk for mental illness and suicide and what construction businesses can do about it.
  • Gain a general knowledge of mental illness, the warning signs and steps that can be taken to help someone in need.
  • Discuss the tools, resources and organizations that are available to help companies to build a caring culture and protect their at-risk employees.

1 CPE Credit in Specialized Knowledge & Applications (SKA)

Track 2, Session 1- (Rose Room)

Understanding Subcontractor Default Insurance and its role in project success

Presented by:

Douglas Schrift- Aon Risk Solutions


Project success is dependent on all project stakeholders being in a position to fulfill their obligations.  Join Aon’s Construction Services Group national SDI practice leader Douglas Schrift as he provides an overview of SDI, current trends, and the role of SDI in project success.  Attendees attending this session will leave with an understanding of:

  • Current SDI trends
  • Understanding the impact of a subcontractor default
  • Managing a subcontractor default
  • Use of SDI for risk transfer
  • How SDI supports project success

1 CPE Credit in Specialized Knowledge & Applications (SKA)

10:20 am - 11:10 am

Track 1, Session 3- (Auditorium)

From the Trenches- HR Mistakes that Can be Costly

Presented by:

Cyndi Mergele- RSM

Managing all the rules and regulations related to employees and payroll can be overwhelming.  This is further complicated with the challenge of managing employees on multiple and sometimes wide-spread job-sites.  Join an HR expert in a highly interactive presentation to discuss HR mistakes that can cost construction companies thousands of dollars.  Highlights include:

  • Wage and hour mishaps
  • Benefit blunders
  • Immigration oversights
  • Miscommunication mayhem
  • 1 CPE Credit in Specialized Knowledge & Applications (SKA)

Track 2, Session 3- (Rose Room)

Top 10 Construction Tax Mistakes

Presented by:

Jim Lundy- Marcum


This session will address tricks and traps specific to the Construction Industry

  • Interactive discussion of strategies for tax planning and savings
  • Review of Mistakes you can’t afford to make
  • Identify opportunities you can’t afford to miss

1 CPE Credits in Accounting

11:10 am - 11:30 am

Vendor Break- Vendor Booth Exhibits

11:30 am - 12:30 pm

12:30 pm - 1:45 pm

Session 4- (Auditorium)

Legal Hour- Contracts 101

Presented by:

Cameron S. Hill Sr.- Baker Donelson

1.5 CPE Credit in Specialized Knowledge & Applications (SKA)

2:00 pm - 2:50 pm

Session 5- (Auditorium)

The Future of Lease Accounting

Presented by:

Tim Wilson- BKD


In February of 2016, the Financial Accounting Standards Board (FASB) issued the long awaited new accounting standard for leases.  The accounting for assets of that companies lease is set to change in the next few years.  The impact of these changes on balance sheets and income statements of contractors will be discussed during this session, including the impact on working capital, liquidity and leverage ratios and equity, which can directly affect surety and credit availability for contractors.

  • 1 CPE Credit in Accounting

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:

2017 CFMA 2nd Annual Southeastern Construction

Regional Conference Committee

Nashville Chapter

John Moran, W.R. Newman & Associates, Inc.

Alex Lee, Willis Company

George Parrott, Cooper, Travis & Company

Birmingham Chapter

Anne McCarley, The Hartford

Gaines Moorer, HRA Risk Services, LLC

Millard Barnes, RSM

Mid-South Memphis Chapter

Jason Keen, Lehman-Roberts Co.

Hoop5 Networks, H5 Networks

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