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: Adam Canosa- Marcum

12:00 pm - 1:00 pm

Welcome Registration

1:00 pm - 2:30 pm

Building High Performing Teams in construction

Presented By: Connor Butler

This hour and half long training starts with why we are talking about teams in a lean construction audience.  We will then explore the benefits of high performing teams, how you form high performing teams, and what high performing teams do.  We will also discuss leading high performing teams and how to create “team of teams” on large projects.  The training is interactive and story based.  The material presented is based on sound academic research along with our own personal experiences.  We present in the “Presentation Zen” model that is highly effective.


  • 1.5 CPE Credits in Specialized Knowledge & Applications

2:30 pm - 3:00 pm

Vendor Break- Vendor Booth Exhibits

3:00 pm - 5:30 pm

Keynote Presentation: "Past, Present & Future: How Contractors Succeed and Which Trends are Emerging for the Future"

Presented by: Jim Schug- FMI

Numerous contractors, from small to large, struggle to keep existing clients and maintain a foothold. However, others gain traction, build backlogs, run profitably and penetrate new areas of specialization. So what is their secret? Why do some companies do well while others just barely survive?  FMI will present several case studies and distill the relevant factors that make these companies unique and successful.


Learning Objectives:

  • Understand the business imperatives for surviving in the construction industry
  • Recognize the common mistakes contractors make
  • Build a company fit for the next challenge
  • 2.5 CPE Credits in Specialized Knowledge & Applications

5:30 pm - 7:30 pm

Friday, April 26




6:30 am - 8:00 am

Breakfast (included with registration)- Broad Street Grill

9:30 am - 10:30 am

Track 1, Session 2

Tax R&D Credits

Presented by:

Brady Brayn- Brayn Consulting

We plan to spend this session discussing high-value Specialty Tax Incentives for the Construction Industry, how they have changed in 2018 and what is needed to maximize the incentives.  We will talk about the significance of the Research & Development (R&D) tax credit, how it applies it applies to the construction industry and touch on how companies can better position themselves to take advantage of the credit with proper documentation.  Additionally, with the recent extension of the 179D deduction to 2018, we will focus on how contractors can potentially receive allocated deductions for certain 2017 government projects.  Lastly, recent tax changes have spurred an increase in cost segregation opportunities.  It’s important to discuss the changes to the rules, including the types of qualified improvement property and the changes in bonus depreciation that make this tax incentive so favorable to construction companies.


  • 1 CPE Credits in Specialized Knowledge & Applications

Track 2, Session 2

Hiring Process Strategies for Construction Firms to Improve Results & Manage Risk

Presented by:

Kathy Cole- DK Cole Company

Competition for construction talent has created a volatile atmosphere where hiring involves a significant risk of time and money.  This session is a deep dive into processes and strategies you can implement to improve your hiring process, and mitigate risk.  We’ll talk through how the speed of your process impacts your results, and we’ll examine typical process bottlenecks and the steps you can take to overcome them. You’ll learn about the common process blunders, when corrected, prevent bad hires and potential legal problems.  This session also includes analysis of candidate behavior, how to interpret it, and how to develop standard practices to deal with red flags that may arise from it. You’ll also learn how to manage the difficult topic of compensation with candidates, and hear enlightening information on how and when to extend the offer.  Taught by an experienced construction industry recruiter, this session will include “war stories” from the trenches and how these strategies have saved time, money and improved results for many construction firms.


Learning Objectives:

  • Connect the dots between poor processes and bad hires
  • Identify best practices to avoid the most common process pitfalls
  • Learn specific strategies to prevent hiring problems, before they arise
  • Understand why slow hiring is costly and ineffective, and what you can do about it


  • 1 CPE Credits in Computer Science

8:00 am - 9:30 am

Track 1, Session 1

Tax Update

Presented by:

Kevin T. Yager- LBMC, PC

Jeffrey Jackson- LBMC, PC


  • Individual tax changes
  • Business tax changes for Contractors
  • Section 199A
  • C corporation changes
  • Interest expense Limitation


  • 1.5 CPE Credit in Specialized Knowledge & Applications

Track 2, Session 1

Cyber Securities

Presented by:

Christopher R. Wilkinson- Crowe Horwath LLP

Kiel E. Murray- Crowe Horwath LLP


Cyber-related attacks and data breaches continue to be among the most damaging and expensive risks facing organizations. However, many contractors still operate under the “If it’s not broke, don't fix it” approach to their information systems. Attendees will be educated on cyber attacks from a hacker's perspective as well as other current threats and trends, and learn strategies to take a proactive approach to security and overall risk management.


  • 1.5 CPE Credit in Specialized Knowledge & Applications

10:30 am - 11:30 am

Track 1, Session 3

Revenue Recognition

Presented by:

Trae Bedsole- RSM US LLP

Shad W. Wilks- RSM US LLP

Join RSM for a one-hour presentation on how the new revenue recognition standard (ASC 606) affects the construction industry. All construction companies that prepare financial statements in accordance with U.S. generally accepted accounting principles will be affected by the new guidance. While the degree to which a particular contractor’s revenue will be affected depends on the facts and circumstances, while every company will be significantly affected by the disclosure requirements in the new guidance due to the increased volume of required revenue-related disclosures. Under the new guidance, construction companies will need to evaluate whether any changes are needed to their current revenue and financial reporting processes and systems, which will require the involvement of more individual than those involved in the accounting function.


  • 1 CPE Credit in Accounting

Track 2, Session 3

Construction Law Update

Presented by:

Greg Cashion- Smith Cashion & Orr, PLC


  • 1 CPE Credits in Accounting

11:30 am - 12:00 pm

Vendor Break- Vendor Booth Exhibits

12:00 pm - 1:00 pm

1:00 pm - 2:30 pm

Session 4

Tech Update

Presented by:

Wayne Newitts- Viewpoint

To understand how three related technologies are changing the way contractors can use data to drive better business decisions:

  • Computing
  • Mobility
  • Analysis

Take aways: The cloud delivers accessibility, mobile data connects the office, analytic engines streamline the process,  data information and intelligence are independently valuable, and one integrated system provides a significant advantage.


  • 1.5 CPE Credits in Computer Science

2:30 pm - 3:30 pm

Session 5

Valuation of Construction Company

Presented by:

George Parrott- Cooper, Travis & Company, PLC

  • Reasons for preparing a valuation
  • Methods of approach to a valuation
    1. Market
    2. Asset
    3. Income
  • Company financial adjustments for valuation
  • Method frequently used for construction
  • Risk Issues
  • Valuation nuances particular to industry
  • Rules of thumb


  • 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

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