The Chattanoogan Hotel

4.25.19 - 4.26.19

Conference Countdown!






Earn up to 14 CPE Credits!

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

Thursday, April 25



8:00 am - 12:00 pm

Presented By: Steve Coughran

12:30 pm - 1:00 pm

Welcome Registration

1:00 pm - 2:15 pm

The Current State of the Surety Industry – A Panel Discussion With 4 Leading Surety Executives

Sponsored by: Lakeview Risk Partners

Presented By:

Donna Powers- Harford

Aaron Hill- Liberty

Tad Nelson- Travelers

Steven James- FCCI Insurance Group


Conversation Objectives

  • Overall construction industry trends and current insights.
  • Top Challenges facing contractors and sureties today
  • Claims trends and expectations
  • How the best-of-the-best are differentiating themselves in todays market


  • 1.5 CPE Credits in Specialized Knowledge

2:15 pm - 3:30 pm

Mock Trial

Sponsored by: Kraft and Foundation Software

Presented by:

Brad Parrott- HudsonParrotWalker

Antony Sanacory- HudsonParrotWalker

Claire Williamson- HudsonParrotWalker


Attend a 30-40 minute "mini-trial" where a subcontractor claim is presented through lively and engaging direct testimony and even more lively and engaging cross-examination, followed by questions to and from the audience about practical ways to deal with the issues presented before they turn into a trial. Attendees decide who wins.

  • Negotiate and preserve change order claims
  • Understand how different change and notice provisions affect your company's risk profiles and potential recoveries
  • Implement a change negotiation strategy that is realistic, preserves relationships, and allows the subcontractor to help the general with owner negotiations
  • Understand how evidence should be gathered and preserved and how that will affect your company's recovery in the event of a change dispute


  • 1.5 CPE Credits in Specialized Knowledge

3:30 pm - 4:00 pm

Vendor Break

4:00 pm - 5:00 pm

Keynote Presentation: "Economic Update"

Sponsored by: BKD

Presented by: Anirban Basu


With a detailed, data-driven performance update of the global, national, and relevant regional economy, this presentation gives special attention to key aspects of economic life, including trends characterizing financial, real estate, energy, and labor markets.


  • 1 CPE Credits in Specialized Knowledge

5:30 pm - 7:30 pm

Friday, April 26




6:30 am - 8:00 am

Breakfast (included with registration)-

9:00 am - 10:15 am

Track 1, Session 2

Cyber Security, New Regulations, Laws and Procedures

Sponsored by: RSM

Presented by: Charles Barley Jr


  • 1.5 CPE Credits in Specialized Knowledge

Track 2, Session 2

Top 10 Tax Law Changes for Contractors

Sponsored by: Marcum

Presented by: Jim Lundy - Marcum


Discussion of the most important recent tax law changes and how they impact construction companies.

  • Application and practical impact of tax law changes to companies and their owners.
  • Interactive review of tricks and traps related to contractors tax planning.


  • 1.5 CPE Credit in Specialized Knowledge

8:00 am - 8:50 am

Track 1, Session 1

Using KPI's, Business Intelligence, Dashboards and Workflows in your everyday business life

Sponsored by: Strategies Group

Presented by: Pat Chappell


In the past, if it didn't dig, shoot, cut, nail, pump or make us more efficient during the building process, tools for actually running our construction company have often been overlooked.


Now, mobile platforms that truly enable the connected work place, are likely to bury us in real time data.


So, the question is, how do we sift through and make sense of this information to be more predictive, more profitable and build equity in our business?  Proper utilization of Business Intelligence tools may be one of the answers.


During this session we'll discuss:

  • What Business Intelligence really is...
  • How will it help you run business better...
  • Tools that may be the best you and your company?


  • 1 CPE Credit in Specialized Knowledge

Track 2, Session 1

Heavy Highway Contractors Economic Roundtable

Sponsored by: LBMC

Presented by: Anirban Basu


This presentation will provide significant statistics regarding the level of activity in the U.S. heavy/highway construction industry, with special focus on major public projects taking place around the nation. Attention will also be given to the Federal Highway Trust Fund and measures being taken to increase funding for highway construction.


  • 1 CPE Credit in Specialized Knowledge

10:20 am - 11:10 am

Track 1, Session 3

Readable Devices

Sponsored by: Crowe LLP

Presented by: Justin A. Bass- Crowe LLP


The terms “artificial intelligence” and “machine learning” are becoming more and more commonplace in the conversations and communications of everyday business, both within and outside of the public sector.  The question is, does your organization understand what this really means and what the potential benefits are?


This presentation will provide an overview of what AI really is, how it is created, and some potential risks associated with it. The presentation will then discuss several examples of how AI is helping organizations in a variety of industries and specific cases within the public sector and construction industry today,


  • 1 CPE Credit in Accounting

Track 2, Session 3

Fraud in the Construction Industry

Sponsored by: Carr, Riggs and Ingram

Presented by:

Robert Coker- Carr, Riggs and Ingram

Britt Campbell- Carr, Riggs and Ingram

Larry May- Carr, Riggs and Ingram


Identification of fraud schemes within the construction industry and internal control procedures used to mitigate the risk of fraud within the construction entity. As fraud is on the rise within the construction industry in recent years, it is even more important that financial executives and owners understand the importance of preventive and detective controls (both manual and automated) to reduce fraud-related losses.


  • 1 CPE Credits in Accounting

11:10 am - 11:30 pm

Vendor Break- Vendor Booth Exhibits

11:30 pm - 12:30 pm

12:30 pm - 1:45 pm

Session 4

Big Deal about Big Data

Sponsored by: BKD

Presented by: Bryan Callahan- BKD


Adaptability and innovation are critical to the long-term success of any construction company. To realize that success, companies must learn how to extract value from Big Data to provide solutions to challenges and transform the way they do business. Find out why Big Data is a big deal.


Learning Objectives:

  • Define Big Data and its applications
  • Understand the value that using Big Data can provide
  • Identify the best tools on the market and how they can be used
  • Discover common challenges of using data and how to overcome them


  • 1.5 CPE Credits in Information Technology

2:00 pm - 2:50 pm

Session 5

Lease Panel Discussion

Sponsored by: RSM

Presented by: Michaelle R. Keiffer, Freeman Buck, Richard Melzer


Panel discussion on FASB Leasing Standards ASU 2016-02 Topic 842 on Leases

  • How are companies adopting the new standard
  • What methodologies are they using to add them to the financial statements
  • Discuss the presentation on the financial statements and the required disclosures
  • Are there option to keep leases off your financial statements


  • 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:

2019 CFMA Annual Southeastern Construction

Regional Conference Committee

Nashville Chapter

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

Alex Lee, Roy T. Goodwin Contractors, Inc.

George Parrott, Cooper, Travis & Company

Sharon Vance, Sharon Vance Accounting Consulting & Services

Mark Blackburn, LBMC

Jeremy Johnson, JRC, Inc.

Birmingham Chapter

Dennis Hamlet, Bailey-Harris Construction

Anne McCarley, The Hartford

Gaines Moorer, Lakeview Risk Partners

© Construction Financial Management Association. All Rights Reserved.