The Chattanoogan Hotel

4.25.19 - 4.26.19

Conference Countdown!

DAYS

HOURS

MINUTES

SECONDS

SPEAKERS

Justin A. Bass
Chief Data Science Officer- Crowe LLP

 

Chief Data Science Officer and Data Science Business Unit Lead. Group includes all machine learning and artificial intelligence initiatives throughout Crowe.

 

Justin also sits on the firm-wide Innovation Strategy Team, a group within the Innovation Task Force for strategic planning of investment direction. In a field predicated on continuous learning, Justin’s formal education includes two degrees from The University of Michigan (Aerospace Engineering and Engineering Physics), one from Purdue University (Aeronautical and Astronautical Engineering), and two from The Pennsylvania State University (Statistics and Finance).

 

Charles Barley, Jr.

Principal

 

Charles Barley Jr is responsible for the delivery of governance, risk and compliance (GRC) services and serves as RSM’s Southeast leader of the Security & Privacy Risk solution and co-leads the firm’s National Data Privacy working group. He has over 19 years of consulting experience and has served several multinational financial services and public sector organizations. Charles has led a number of data protection assessments and policy development engagements, which focused on security governance, data privacy, information classification and overall data protection programs for data rich organizations, designed to ensure compliance with generally accepted privacy principles and international regulatory expectations.

 

Prior to RSM, Charles served as the global director of IT audit with a global hotel organization, where he was responsible for establishing and leading the global IT risk and audit function for the organization and supporting the initial public offering (IPO) and  Sarbanes-Oxley (SOX) readiness and implementation activities.

 

Professional affiliations and credentials

  • Certified Information Systems Security Professional (CISSP)
  • Certificated Information Systems Auditor (CISA)
  • Certified Information Privacy Professional (CIPP)
  • National Association of Black Accountants
  • Information Systems Audit and Controls Association
  • International Association of Privacy Professionals
  • Institute of Internal Auditors

 Education

  • Bachelor of Science, accounting, Susquehanna University

Anirban Basu
Chairman & CEO - Sage Policy Group

 

Anirban is a study in contradictions. He has been called an economist with a personality, or alternatively, one with a sense of humor. He has twice been recognized as one of Maryland’s 50 most influential people. He has also been named one of the Baltimore region’s 20 most powerful business leaders. He serves as Chairman of the Maryland Economic Development Commission, teaches global strategy at Johns Hopkins University, and serves the Chief Economist function for a number of organizations around the country. He has read every one of Agatha Christie’s novels, is obsessed with James Bond, English football, Indian cricket, all Baltimore teams, and with his wife and two daughters, Kimaya and Kohena.

Freeman Buck

Senior Manager - LBMC

 

Buck is a senior manager in the LBMC Audit & Advisory practice and manages a number of healthcare engagements, including audit and consulting engagements, for hospitals, behavioral health providers, home health providers, DME, and healthcare IT. Buck works with non-public and publicly-traded companies. Currently, he is working with several companies on transitioning to the new lease standard. Buck also manages several benefit plan audits.

 

Prior to LBMC, Buck worked as a business systems analyst for a hospital software company. He is also proficient in several programming languages.

 

Bryan Callahan
Partner - BKD

 

Bryan Callahan is a Partner at BKD and leads the company’s Forensics Services practice for its East Region as well as its National Big Data & Analytics Practice. Bryan specializes in providing litigation consulting, fraud investigation, and forensic accounting services. He also has significant experience with data analysis software for forensic data analytics, business intelligence, and operational analytics

Britt Campbell

Carr, Riggs & Ingram

 

Britt is a trusted advisor with more than a decade of experience, and he works with privately-held and public companies, particularly those in the construction, governmental, manufacturing, and distribution industries. Britt has experience in traditional accounting, auditing, tax, and consulting services, plus specialty services such as employee benefit plan auditing (including defined benefit and defined contribution plans) and fraud preventative services. He often helps companies evaluate their internal controls, identify internal control deficiencies, and work to improve their internal control systems.

 

Britt is an active supporter and past junior board member of the Autism Society of Alabama as well as a youth sports coach for the Hoover Soccer Club and Upward Basketball.

 

Britt is a member of the American Institute of Certified Public Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA).

 

Professional Designations

Certified Public Accountant (CPA)

 

Education

University of Alabama, Bachelor’s

University of Alabama, Master’s

 

Pat Chappell, CPA, CCIFP

Strategies Group

 

Since graduating from Clemson University in 1975, Pat has focused on helping developers and construction companies select and implement estimating, project/equipment/service management and financial accounting solutions.  His intense focus on “client wins” has led to many long-term friendships as well as a lot of fun.  When not working, Pat and his lovely wife Margaret spend time traveling and visiting their 4 children and 5 grandchildren.  He wastes any spare time trying to lower his (golf) handicap.

 

Robert Coker

Carr, Riggs & Ingram

 

Robert knows the value of a hard day’s work. He isn’t afraid to roll up his sleeves and assist mid-size to large contractors, manufacturers, wholesalers, and service-related companies throughout Alabama.

 

As a member of the firm’s construction services team, Robert provides audit, review, and compilation services to a wide variety of general contractors and subcontractors. Within the construction industry, he consults with clients regarding maximizing bonding capacity, enhancing working capital, enhancing internal controls, and tax savings strategies. He has experience in accounting and taxation, as well as in providing innovative “out of the box” consulting services. Robert has successfully conducted a number of fraud investigations, and he has also assisted clients with designing and implementing preventative measures, including both anti-fraud programs and internal control processes.

 

In addition to serving clients, Robert leads the construction course at the firm’s annual CPE Week and serves as an instructor at The CRI Leadership Academy to enhance the client service skills of CRI’s team. He is also a member of the firm’s Quality Control Committee, Engagement Champions Team, and Continuing Education Committee. Robert is also active in various construction industry associations throughout Alabama.

 

Professional Designations

Certified Public Accountant (CPA)

Chartered Global Management Accountant (CGMA)

 

Education

University of Alabama, Bachelor’s

University of Alabama – Birmingham, Master’s

 

Steve Coughran

 

Author, CFO, and management consultant, Steve Coughran has over two decades of experience driving business excellence. Known for his extensive research and writing on strategic growth and corporate financial management, Steve challenges

conventional wisdom, earning the reputation of an “energetic trailblazer.” Coughran is an acclaimed keynote speaker for national associations and universities and the award-winning author of Delivering Value: A Holistic Approach to Strategic- Powered Growth. Steve’s second book, Outsizing: Strategies to Grow Your Business, Profits, and Potential, will be released in June of 2019.

 

Having launched and managed three cross-industry companies, including his management consulting firm, Coltivar Group, Steve has gained a deep understanding of the competitive business environment. Through combining executive and management consulting experience with financial acumen gained from working with million and billiondollar firms at Ernst & Young, Steve has experience transforming CFOs into leaders of the future.

 

Steve is a CPA and earned his M.B.A. from the Fuqua School of Business at Duke University. He advanced his specialization in strategy through study at the Executive Education Program at the Tuck School of Business at Dartmouth College.

 

Areas of Expertise:

  • Innovative Strategy Design and Implementation
  • Strategic Leadership
  • Financial and Value-Based Management
  • Customer Experience Strategy
  • Competing on Business Analytics

 

Aaron Hill

Contract Underwriting Officer- Liberty Mutual Surety

 

Aaron began his surety career at USF&G in Atlanta including roles in the branch and regional offices then spent six years on the agency-side as a Contract Bond Manager at Yates Insurance.  After a brief stint with Zurich in Tampa, moved back to Atlanta with Liberty Mutual Surety in 2007.  During his time with LMS, Aaron has been in various field and home office management roles currently overseeing contract underwriting in Tennessee, Arkansas and the Carolinas along with a portion of Florida and Georgia.

At the time of the CFMA Southeastern Regional Conference, Aaron will have recently finished seeing the Atlanta Braves play in every MLB stadium.

 

Education:

University of Virginia – B.S. Commerce (Finance & Marketing concentrations)

Georgia State University, MBA (Finance & International Business)

 

Kevin Hudson
Partner - HudsonParrotWalker

 

Mr. Hudson is considered a Top Construction Lawyer and a Top 100 Trial Lawyer in Civil Cases. These honors are based on his national success on behalf of clients in hundreds of state and federal jury trial, arbitrations and administrative hearings. Mr. Hudson focuses on the construction industry, the defense of officers, directors and other professional (including banking professionals), and counseling shareholders,partners, and business owners in disputes involving corporate management and control. Mr. Hudson's wide breadth of knowledge and experience covers complex commercial litigation, risk management, business torts, contract disputes, insurance issues and general business law.

 

Mr. Hudson provides operations counsel and dispute support for many top ENR construction firms in the Southeast. As both a legal counselor and an advocate, Mr. Hudson advises general contractors and other construction industry participants on legal issues ranging from day to day operations, to drafting AIA construction contracts, to litigation and arbitration.

 

In the representation of officers, directors and professionals, Mr. Hudson routinely represents banks, bank officers and bank directors in a variety of claims including lender liability, breach of duty, negligence and breach of contract. Mr. Hudson has extensive experience representing officers and directors of failed banks in claims brought by the FDIC. Mr. Hudson's legal experience extends to a variety of other areas including general business disputes, disputes involving corporate management and control, claims for breach of contract and negligence, personal injury and wrongful death, real estate disputes, and shareholder disputes.

 

Mr. Hudson is a seasoned first-chair trial attorney who consistently gets good results for clients in complex, high dollar business disputes.

 

Professional Involvement: Mr. Hudson is a member of the Atlanta Bar Association Construction Law Section, the American Bar Association, the Construction Lawyers Society of America, the Defense Research Institute Construction Committee, the Claims and Litigation Management Alliance, the Lamar Inn of Court, and the Lawyers Club of Atlanta.

 

Recognition:

 

  • Premier 100 Designation – American Academy of Trial Attorneys
  • Super Lawyers 2008-Present
  • Top 100 Civil Trial Lawyers – The National Trial Lawyer
  • Top Rated Lawyer in Construction – The American Lawyer
  • The American Trial Lawyers Association – Top 100 Trial Lawyers: Georgia
  • Georgia Trend Legal Elite 2012
  • The Fellows of the American Bar Association

 

Education

  • Emory University, B.A.
  • Emory University, J.D., With Honors
  • Managing Editor – Emory Law Journal
  • Best Speaker – Philip Jessup International Moot Court Competition

 

Bar and Court

  • Georgia State Bar
  • Georgia Supreme Court
  • Georgia Court of Appeals
  • United States Supreme Court
  • Eleventh Circuit Court of Appeals
  • Seventh Circuit Court of Appeals
  • United States District Court Northern District of Georgia
  • United States District Court Southern District of Georgia
  • United States District Court Middle District of Georgia
  • Tennessee State Bar

Steven James

Managing Director, Surety – FCCI Insurance Group

 

Steve is a graduate of Texas A&M University with thirty years in the surety industry.  He holds the CCIFP, AFSB and CRIS designations.  Steve has spent most of his surety underwriting career in the southern US from the Carolinas to Texas focusing on small to medium size construction accounts.  Steve manages surety underwriting, production and training in FCCI’s Texas, Florida and Gulf Coast regions along with additional corporate administrative duties.  He is based in the company’s home office located in Sarasota, FL.

 

Michaelle R. Keiffer

Senior Director, Technology & Management Consulting - RSM

 

Michaelle is a passionate problem solver.  Her life’s mission is transforming business processes to improve operating effectiveness and controls, ensure compliance with rules and regulations, eliminate inefficiencies, and reduce risks and costs.  Her unparalleled ability to align the strategy, processes, people, policies, reports, and systems/data allows for business sustainability and response to disruptions.  ASC 842, Leasing Standard is a revolutionary change in lease accounting impacting business operations.  If you want the unvarnished truth about what companies should know about the new lease accounting standards, join the ASC 842 session.  You will be armed with lessons learned and a path forward to compliance.

 

Jim Lundy, Jr., CPA

Partner - Marcum

 

Jim Lundy is a partner in the Tax & Business Services division and a member of Marcum’s national Construction Industry Practice group. With more than 30 years of experience in both public and private practice, Mr. Lundy is one of the most respected tax consultants in the construction industry. He works regularly with more than 350 construction entities to provide a wide range of tax services. Services include performing tax physicals to provide a full overview of a construction company’s tax compliance and planning opportunities, establishing continuity and succession plans for contractors, dealing with federal and state authorities regarding tax issues important to contractors and leading in the timely completion of tax reporting required for the construction industry.

 

Mr. Lundy is an accomplished speaker and the author of many articles published on construction tax-related issues. The Tennessee Society of CPAs has honored him as Speaker of the Year more than 10 times; the Alabama Society of CPAs has presented him with their Thomas A. Ratcliff Outstanding Discussion Leader Award; and he has been the highest-rated speaker at both the American Institute of CPAs’ National Construction Industry Conference and the AICPA National Tax Conference.

 

He is often sought out to provide in-house training to other CPA firms and organizations interested in obtaining the most up-to- date and practical applications of the tax rules and regulations pertaining to the construction industry. He has also testified before the Tennessee Tax Commission regarding the taxation of multi-state contractors.

 

Mr. Lundy is a past chair of the TSCPA Construction Committee and is former chairman of the AICPA National Construction Committee. He helped direct the very successful initial statewide construction conference and has been active in other committees, including the Continuing Education Committee, the Accounting Careers Committee, the Tennessee Road Builders Investment Committee and the Board of Directors of the Middle Tennessee Associated Builders and Contractors.

 

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA), former chair, National Construction Committee
  • Middle Tennessee Associated Builders and Contractors, Board of Directors
  • Richland Country Club Finance Committee
  • Tennessee Road Builders Investment Committee
  • Tennessee Society of CPAs, chair, Construction Committee

 

Articles, Seminars & Presentations

Highly sought after industry speaker regularly presenting at state and national trade groups.

Frequent topics include:

  • State Tax Laws for Construction Contractors
  • Continuity and Succession Planning for Contractors
  • Most Commonly Missed Construction Taxation Strategies
  • Pre Year End Tax Planning Strategies For Contractors - What You Need to Know About Tax Laws and Updates

 

Career speaking highlights include:

  • Top 10 Things Contractors Need to Know About The Now Tax Law
  • Top 10 Things The Real Estate Industry Needs to Know About The Now Tax Law
  • AGC/CFMA Construction Financial Management Conference
  • AICPA Construction and Real Estate Conference
  • AICPA National Tax Conference
  • CFMA Annual Convention
  • FICPA/OSCPA/ISCPA/NYSCPA Construction Conferences
  • Foundation Software User Conference
  • Viewpoint User Conference

 

Awards & Recognition

  • Speaker of the Year, Tennessee Society of CPAs
  • Thomas A. Ratcliff Outstanding Discussion Leader Award, Alabama Society of CPAs
  • Highest Rated Speaker, American Institute of CPAs - National Construction Industry Conference and National Tax Conference

Richard Melzer
Vice President, Alliance Growth - LeaseAccelerator

 

LeaseAccelerator is a Software as a Service company experiencing rapid growth and dedicated to helping its clients achieve ROI and sustainable compliance with the new lease accounting standards. Global Alliances are a key element of the company’s growth strategy. Richard is responsible for managing and growing LeaseAccelerator’s global reseller channel.

Richard’s career spans 30 years as a global executive, sales leader, and entrepreneur in large enterprise software and professional services organizations including IBM. In these various roles, Richard has been involved in hundreds of technology-enabled business transformation programs. Richard’s recent certifications include Design Thinking and Agile Methodologies. Richard received his undergraduate degree from the University of Pennsylvania and Wharton School.

 

Tad Nelson
Travelers Bond and Financial Products

 

Tad is the Regional Underwriting Officer for Construction Services division of Travelers Bond and Financial Products. He is responsible for managing the all aspects of underwriting for their offices located in Florida, North and South Carolina, Tennessee and Puerto Rico.  His client base is comprised of general contractors, road and heavy highway builders and subcontractors. He oversees the underwriting of Middle to Large accounts with aggregate surety needs ranging from $10mm to $1.5B.

 

In August 1999, he transferred with Reliance Surety to take on the Assistant Manager position in Orlando.  Shortly after the acquisition by Travelers in 2000, he was named Managing Director for both the Orlando and Tampa offices.

 

After 15 years managing this group he accepted the RUO responsibilities in our Philadelphia HO.  He started in the HO in March 2015.

 

Throughout the years, he has been involved in the underwriting process on the various contract delivery methods and bonding to support them.  Examples include, PPP’s, Design-Build-Finance, GAP Financing, design-build and bonding in Central and South America along with bonding foreign based construction companies and concessionaires.

Donna Powers
Senior Managing Director - The Hartford

 

Donna Powers is the Senior Managing Director leading the Hartford’s Southeast Region.  In this role, Donna is responsible for managing all underwriting, personnel, sales, training and staff development.  Prior to joining the Hartford earlier this year, Donna spent 28 years at Chubb in various leadership roles most recently as Director of their East Coast Construction book of business.  Donna has her Bachelor of Science degree in Finance/Risk Management from Temple University and resides in the Northwest suburbs of Pennsylvania.

Brad Parrott

Partner - HudsonParrotWalker

 

Mr. Parrott represents ENR top 400 contractors, design professionals, owners, developers and specialty contractors throughout the United States. Mr. Parrott serves as national litigation counsel for a number of large companies managing and leading their litigated matters. Mr. Parrott has handled construction disputes throughout the United States including matters involving the following projects: Perez Arts Museum Miami, Palm Beach International Airport, Virginia Tech football stadium expansion, Lackland Air Force Base Replacement Hospital, (Texas), University of Alabama, Shelby Hall, The Fordham Condominiums, (Illinois), Lake Meade Recreational Area, (Nevada), Wyoming State Penitentiary, Long Island MacArthur Airport, FBI Building, Indianapolis, Plaquemines Parish Detention Center, (Louisiana), Yellow River Wastewater Treatment Facility, (Georgia), Ritz Carlton Residences, (Maryland), FCI Hazelton Prison-Federal Bureau of Prisons, (West Virginia), and Lancaster County Adult Detention Facility, (Nebraska).

 

Mr. Parrott is frequently called upon by owners, contractors and subcontractors to draft and negotiate development, design and construction agreements. Mr. Parrott serves as lead counsel on the negotiation of debt and equity placements in private and public utility projects for a owner/operator of industrial facilities. Mr. Parrott has experience drafting construction contracts including design-build and EPC agreements across a variety of market sectors including sports arenas, hospitals, power generation, infrastructure, water/wastewater, correctional institutions, education, multi-family, municipal, manufacturing, commercial, retail offices and institutional.

 

Mr. Parrott also routinely handles claims against federal, state and local governments, having appeared before the Armed Services Board of Contract Appeals and numerous local and state government bodies. Mr. Parrott is also called upon to defend construction industry participants against claims of personal injury, property damage and business torts.

 

Mr. Parrott has been recognized as a Super Lawyer in the area of construction every year since its inception. Mr. Parrott is also rated AV®Preeminent by Martindale-Hubbell.

 

Mr. Parrott has extensive professional and civic involvement including the Associated General Contractors Georgia Branch, Georgia-Carolina's PCI, Liaison to the AIA Contract Documents Committee (2010-2014), Atlanta Cumberland Club President (2008-2014), Defense Research Institute (DRI), Atlanta Bar Association Construction Section and the ABA Forum on the Construction Industry.

 

Education

  • Mercer University, B.A. with Honors
  • Justice of the Honor Council
  • Cumberland School of Law of Samford University, J.D.
  • Member of the Moot Court Board
  • Member of the National Moot Court Team
  • Winner of the Donworth Freshman Moot Court Competition
  • Winner of the Janice L. Shores Moot Court Competition

Bar and Court

  • Georgia State Bar
  • Georgia Supreme Court
  • Georgia Court of Appeals
  • United States District Court Northern District of Georgia
  • United States District Court Southern District of Georgia
  • United States District Court Middle District of Georgia

Antony Sanacory

Partner - HudsonParrotWalker

 

Mr. Sanacory has significant experience representing parties at all tiers of construction and public works projects on project planning, risk strategies, bidding, award and negotiation of construction contracts, as well as resolving claims arising from large, complex projects. Mr. Sanacory has represented clients and is familiar with strategies and procedures in federal court, state court, arbitration and other alternative dispute resolution processes.

 

Mr. Sanacory also regularly advises clients on areas of commercial law, including warranty issues, creditor issues and collections on amounts owed.

 

Mr. Sanacory has been named a Rising Star in the field of construction litigation by Atlanta Magazine and Georgia Super Lawyers Magazine. He serves on the board of directors for the Construction Financial Management Association of Georgia, organizes an annual conference for Georgia construction industry executives and regularly publishes and speaks on issues of interest to the construction industry. He is a 2001 graduate of Duke University School of Law and a graduate of The Pennsylvania State University (B.A., political science, with distinction).

 

Education

  • The Pennsylvania State University
  • B.A., political science, with distinction
  • Phi Beta Kappa
  • Duke University School of Law

Bar and Court

  • Georgia State Bar
  • U.S. District Court for the Northern District of Georgia
  • Supreme Court of Georgia
  • U.S. District Court for the Middle District of Georgia

Claire Williamson
Partner - HudsonParrotWalker

 

Ms. Williamson centers her practice on commercial litigation, with a primary emphasis on employment and construction litigation.

 

Ms. Williamson's employment practice focuses on litigation involving federal and state statutes governing employment discrimination, harassment, and retaliation, as well as issues related to employee leave. She has also represented employees and employers in litigation related to restrictive covenant and trade secrets matters.

 

In her construction practice, Ms. Williamson represents general contractors and owners in a broad range of disputes. Her experience includes litigation, mediation, and arbitration of construction defects, design errors and omissions, schedule delays, defaults, and payment disputes. Ms. Williamson has also drafted contract documents including contractor-subcontractor and design-build agreements.

 

In her free time, Ms. Williamson enjoys watching football and basketball—particularly when the Tar Heels and Falcons are winning.

 

Education

  • University of North Carolina- Chapel Hill, B.A.
  • Emory University, J.D.

 

Bar and Court

  • Georgia State Bar
  • Georgia Supreme Court
  • Eleventh Circuit Court of Appeals
  • United States District Court for the Northern District of Georgia

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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