The Chattanoogan Hotel

4.26.18 - 4.27.18

Registration Countdown!

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SPEAKERS

Trae Bedsole, Senior Manager, Audit Services- RSM US LLP

 

Trae Bedsole provides audit services to both privately held entities and publicly traded entities. He focuses primarily on entities operating in the construction, governmental contracting and real estate industries. Trae has practiced public accounting for nearly 10 years. Previous experience also includes auditing internal controls over financial reporting, utilization of internal audit departments to support external audits, debt and equity offerings and other transactions in addition to routine external audit engagements.

 

In his current role, Trae manages audit teams and also navigates complex auditing and accounting topics and other issues encountered during the course of an audit. He also assists client management teams navigate non-routine or complex transactions and topics as they arise. He is also responsible for ensuring that reports issued by the firm comply with all applicable professional standards—while meeting his clients’ necessary timing.

 

Professional affiliations and credentials

  • Certified public accountant
  • American Institute of Certified Public Accountants
  • Alabama Society of Certified Public Accountants
  • Construction Financial Management Association
  • Associated Builders and Contractors Young Professionals

 

Education

  • Master of Accountancy, University of Alabama
  • Bachelor of Science, accountancy, Auburn University

Connor Butler, Managing Principal- Relevate Lean Construction Consulting

 

Connor is currently supporting a company-wide lean transformation for a multi-national confidential design-builder.

 

Prior to founding Relevate Connor served as the Innovation Manager for Intel’s Construction Organization and led the company’s first IFOA implementation on a tool install project in Arizona.  He also converted an existing project in Ireland to IPD as part of a project turnaround effort.  Connor performed lean transformation and project turnarounds in Portland, Israel, and China.  He is an expert in Last Planner, team building, IPD project organization and commercial agreements, as well as applying traditional lean manufacturing to construction.

 

Connor has been working in the construction industry since 1993.  His first construction job was as a laborer for BBP Concrete in Phoenix AZ.  He has a bachelor’s degree in Mechanical Engineering from the University of Arizona and an MBA from the W.P. Carey School of Business at Arizona State University.

 

Connor spent 19 years with Intel.  He started as an intern in 1997 commissioning a new building in Chandler AZ.  He held positions in engineering, design management, and engineering management.  Prior to his role as Innovation Manager, Connor led the first major BIM implementation at Intel.

 

Connor is passionate about on boarding teams, leadership development, and creating project cultures of continuous learning. He enjoys spending time with his family, reading, and traveling.

Brady Bryan, BBA, JD, CQIA- BRAYN Consulting LLC

 

Brady is the founder and CEO of BRAYN Consulting LLC. His mantra is, “How can I make my clients’ lives easier?” This fundamental question directs his constant efforts and the direction of BRAYN. Through vision and heavy investment into technology and infrastructure, he has made BRAYN a sleek, technology-driven, quality focused organization that brings optimal value to clients. Brady is a staunch advocate of adding value to clients through tax credits and incentives, and through supporting businesses in continuous process and quality improvement initiatives.

 

Starting off in Houston roughnecking in the oilfield, Brady worked his way through college and promoted through various positions at the oil & gas company where he worked for 10 years. He achieved his BBA in Management from Sam Houston State University, his Juris Doctor of Laws from Southwestern Law School, and is licensed to practice law in California and Texas. After law school, Brady worked at Deloitte for several years in the R&D tax group before founding BRAYN in 2010.

 

Under Brady's direction, BRAYN now serves clients nationwide in industries such as architecture, construction, engineering, software, manufacturing, biomedical and pharmaceutical, food and beverage, real estate, and energy. He has brought together a team of professionals with a wealth of experience. The BRAYNiacs are lawyers, engineers, and accountants with extensive industry experience hailing from Big-4 and other national consulting firms.

 

Brady lives in Valencia, CA, and is married with three children, and has two French Bulldogs.

Adam A. Canosa, CPA, MBA, Senior Manager- Marcum LLP Assurance Services

 

Adam A. Canosa is a senior manager in the Assurance Services division of the firms New England and Nashville offices. He has more than 10 years of experience conducting, reviewing and analyzing financial information for construction contractors, manufacturers, the real estate industry and employee benefit plans.

 

Mr. Canosa has been involved in high profile and sensitive engagements regarding fraud and due diligence projects for business acquisitions.

 

Mr. Canosa’s specialties include troubleshooting problem job performance for construction contractors, job cost burden analysis, recommending practices to enhance profitability and financial statement preparation. In addition, he is knowledgeable in systems analysis and the tailoring of accounting software to meet clients’ needs.

 

Mr. Canosa is a frequent speaker on accounting and auditing matters for construction industry organizations and professional development courses.

 

Mr. Canosa began his career at Marcum when he joined the Firm in 2007.

 

Professional & Civic Affiliations

American Institute of Certified Public Accountants (AICPA)

Connecticut Society of Certified Public Accountants (CSCPA)

Associated General Contractors of Connecticut Young Contractor Forum (AGC/YCF), Board Member and Treasurer

New Hampshire Society of Certified Public Accountants, Member

 

Articles, Seminars & Presentations

Advanced Accounting and Financing Issues for Construction Contractors Presentation, National Association of Surety Bond Producers, September 2017

Construction Contractors: Accounting, Auditing and Tax, CTCPA, 2017

Prepared, reviewed, administered and presented in the Marcum National Construction Seminars, 2016

Technical Reviewer, AICPA Audit and Accounting Guide: Construction Contractors, 2015, 2016-2017

Prepared, reviewed, administered and presented in the Marcum Construction Lunch & Learn seminars, 2013-2014, 2017

Common Cost Control for Construction Projects, YCF, 2014

 

Honors & Awards

New Haven's Finest, Cystic Fibrosis Foundation, 2016

Gregory L. Cashion, Founding Partner- Smith Cashion & Orr, PLC

 

Gregory L. Cashion, a founding partner of Smith Cashion & Orr, PLC, devotes his practice to construction law and litigation.

 

Mr. Cashion earned his Bachelor of Science degree in Civil Engineering, Magna Cum Laude, from the University of Tennessee at Knoxville in 1979 where he was a member of the Tau Beta Pi and Chi Epsilon engineering honor societies. While earning his Civil Engineering degree, Mr. Cashion worked as a co-op engineer for CFW Construction Company, Inc. in Fayetteville, Tennessee.

 

After graduating from the University of Tennessee in 1979, Mr. Cashion worked as a Project Manager for Charles Blalock & Sons, Inc. of Sevierville, Tennessee and as a structural engineer for United Engineers & Contractors at TVA’s Watts Bar Nuclear Plant. Mr. Cashion is a registered Professional Engineer in the State of Tennessee.

 

In 1983, Mr. Cashion earned his Doctor of Jurisprudence degree from the University of Tennessee School of Law. After graduating from law school, Mr. Cashion practiced law with the Nashville law firm of Manier, Herod, Hollabaugh and Smith until co-founding Smith Cashion & Orr, PLC in 1998. While at Manier, Herod, Hollabaugh & Smith, Mr. Cashion devoted the majority of his practice to construction law and was managing partner of the construction law section for several years.

 

Mr. Cashion is an Adjunct Professor for Vanderbilt University, College of Engineering since 2005.  He teaches construction law and contracts as a part of the Construction Management Graduate Program.  He has earned the Leadership in Energy and Environmental Design Accredited Professional (LEED AP) credential.

 

Mr. Cashion is currently a member of the Nashville, Tennessee and American Bar Associations.  Mr. Cashion is a founding member of the Tennessee Association of Construction Counsel and a past President.  Mr. Cashion is also a member of the National Society of Professional Engineers and the Tennessee Society of Professional Engineers. Mr. Cashion is a certified mediator and arbitrator with the American Arbitration Association.

 

Mr. Cashion was a member of the Governing Committee of the ABA Forum on Construction Law from 2008-2011. He was the Chair for the Membership Committee of the ABA Forum from 2009-2012 and was the program co-Chair for the Newport, Rhode Island Fall Meeting in 2007.  He was the Division 5 Chair of the ABA Forum from 2005-2007.

 

Mr. Cashion often provides lectures on construction law before the Tennessee Bar Association, the Nashville Bar Association, the Associated General Contractors, the Associated Builders and Contractors and the Tennessee Road Builders Association.  Mr. Cashion continues to be active with the ABA Forum on Construction Law in both lecturing and authoring various publications.

 

Kathy Cole CPC, Founder & President- DK Cole Company

 

Kathy is founder and President of DK Cole Company, an Executive Search firm, specializing in construction and confidential searches. Her firm, founded in 2006, is based in Chicago and serves clients nationwide. Her background includes more than 20 years of construction recruiting, and her speaking experience includes previous National CFMA conferences, CFMA’s Midwest Regional Conference, GA Construction Conference, the NAHB's National Conference, the Chicago Electric Association, and other regional/local construction association events. She joined CFMA in 2005, is a Past President of the Chicago Chapter, and served as Vice Chair of CFMA’s National Chapter Resource Committee. Kathy holds a Bachelor of Science in Communications from Middle Tennessee State University, and she is a Certified Personnel Consultant (CPC).

 

Jeffrey Jackson, Senior Manager- LBMC, PC

 

Jeffrey, a Certified Public Accountant, has extensive experience serving construction contractors, real estate developers and manufacturers. He has assisted corporate and partnership clients with federal and state tax compliance, projections and, tax provisions. Throughout his career Jeffrey has provided tax accounting for long-term construction contracts, accounting method changes, look-back filings and like-kind exchanges.

 

Certifications

Certified Public Accountant (CPA)

 

Experience

Prior to joining LBMC, Jeffrey spent four years with DGLF CPAs & Business Advisors and Marcum, LLP, where he assisted clients with federal and state tax matters.

 

Outside the Office

Jeffrey is a native of Shelbyville, Tennessee and currently lives in Nashville.

 

Education

Bachelor of Science in Business Administration – University of Tennessee at Knoxville

Master of Science in Accountancy – College of Charleston

Juris Doctor – University of Memphis

Kiel E. Murray, Senior Manager- Crowe Horwath

 

Mr. Murray is a Senior Manager with Crowe and has over 9 years of experience in the Information Security industry in both the public and private sectors. Mr. Murray specializes in Cybersecurity assessments (penetration testing, architecture reviews) as well as Incident Response investigatoins (forensic analysis and malware reverse engineering).

 

Professional and Industry Experience

Mr. Murray works with small to medium sized banks evaluating areas such as Network Architecture, Windows and Active Directory, databases, virtualization and mobile.  To demonstrate impact to clients, Mr. Murray also conducts social engineering and internal/external penetration assessments to show the impact of mis-configured or otherwise vulnerable servers.

Prior to joining Crowe, Mr. Murray served as a Senior Security Administrator at a Fortune 1000 life and supplemental health insurance company.  Here, Mr. Murray established and ran the vulnerability management program, conducted security assessments of newly developed web applications, conducted firewall security reviews and participated in network architecture discussions.  Prior to that, Mr. Murray served 6 years active duty as an Intelligence officer in the US Air Force.

 

Professional Affiliations

  • SANS Advisory Board

 

Education & Certifications

  • Masters of Science, Computer Science
    • Georgia Institute of Technology | Atlanta, Georgia
  • Bachelor of Science, Computer Science
    • Rochester Institute of Technology | Rochester, New York
  • Certified GIAC Penetration Tester (GPEN)
  • Certified GIAC Web Application Penetration Tester (GWAPT)
  • Certified Information Systems Security Professional (CISSP)

Wayne Newitts, Director of Strategic Partnerships- Viewpoint

 

Wayne Newitts is Director of Strategic Partnerships at Viewpoint, one of the leading providers of software solutions for the construction industry. He was previously head of marketing at Dexter + Chaney, which is now part of the Viewpoint family.

 

Newitts began his career as an engineer and project manager, and has spent the majority of his professional life designing, implementing, and promoting technology within the construction industry.

 

Wayne's personal life is dominated by his energetic Golden Retriever Trixie, with whom he lives in sunny Portland, OR.

George Parrott, J.D., CFF, CCIFP, CPA- Cooper, Travis & Company, PLC

 

George Parrott is an engagement partner who joined the firm in 2012.  With over 40 years’ experience, he is nationally recognized in the construction and real estate industries for financial reporting, tax, and consulting.  George is a graduate of the University of Tennessee at Knoxville, with a B.S. in Business Administration, and the Nashville School of Law where he earned his Juris Doctorate.  George is a licensed CPA and also holds the following designations:  Certified Construction Industry Financial Professional (CCIFP), Certified in Financial Forensics (CFF), and is listed as a Tennessee Supreme Court Rule 31 Mediator.

 

In addition to the depth of his experience in the construction and real estate industries, George’s practice also includes construction claims development; HUD cost certifications and HUD financial audits; overhead rate audits for Department of Transportation compliance; litigation support services; financial forensics including fraud engagements; business valuation services for estate and gift tax matters, buy-sell agreements and mergers and acquisitions.

 

George is very active in the Construction Financial Management Association (CFMA) at both the national and local levels.  He has served on the National Executive Committee and as Chair of the Tax and Legislative Affairs and Accounting and Reporting Committees.  He is a current member of the Tax and Legislative Affairs Committee and the Education Steering Committee.   In 2014, George received the prestigious Debra Hahn Memorial Award which recognizes outstanding CFMA participation and activity on both the local and national levels. George is a frequent author for Building Profits magazine.

 

Additionally, George is a member of the AICPA, the Tennessee Society of CPAs, and the Tennessee Association of Professional Mediators.  He currently serves on the Federal Tax Committee and the Southeastern Valuation and Forensics Conference Committee at the TSCPA.

James C. Schug, Principal and Operations Practice Leader- FMI

 

With more than a decade of experience as an Army Officer, Jim led operations in complex and challenging environments. Some of his roles included strategic planning, training across large organizations and command with honors. He refined these skills working for a national builder, repeatedly leading his teams to successfully integrate operations, sales and customer service.

 

Today, Jim is passionate about developing customized strategy and best-in-class operations with his clients. He applies practical experience with an in depth understanding of leading lasting behavioral change in dynamic environments.

 

Jim earned a bachelor’s degree in quantitative economics from the United States Military Academy at West Point and a master of science in engineering management from the University of Missouri. Jim has completed post-graduate work with Cornell University in Achieving Competitive Advantage and is Certified in Lean Six Sigma. He has served in leadership positions on various local and national non-profit industry associations and is frequently invited to speak at industry events.

 

Christopher R. Wilkinson, CISSP, CRISC, Principal- Crowe Horwath

 

Mr. Wilkinson is a Principal with over 15 years of experience overseeing Business Continuity Planning and Penetration Assessments for Crowe Risk services group.

 

Professional and Industry Experience

Mr. Wilkinson manages enterprise security assessments for clients in a variety of industries. Prior to Crowe, he delivered security services for a global consulting firm.

 

Publications and Speaking Engagements

  • ISACA San Francisco and North Texas – Anatomy of a Breach (2014)
  • Texas Bankers Association – Technology Conference: Security Audit Lessons Learned  (2014)
  • American Bankers Association – National Convention (Directors Forum): CyberSecurity Trends (2013)
  • Internal Audit Peer Roundtable (Gulf Coast and North Texas): Information Security Trends (2013)

 

Professional Affiliations

  • IT Certification and Security Experts (ISC2)

 

Education & Certifications

  • Bachelor of Science, Computer Science
    • Purdue University | West Lafayette, Indiana
  • Certified Information Systems Security Professional (CISSP)
  • Certified in Risk and Information Systems Control (CRISC)

Shad Wilks, Partner, Assurance Services- RSM US LLP

 

Shad Wilks is a partner in RSM’s Construction and Real Estate practice based in Birmingham. Shad has served the construction and real estate industry for more than 20 years. He has experience providing business assurance and advisory services to all segments of the construction and real estate industry including general-, sub-, and specialty contractors, real estate owners, real estate developers, and home builders.  Shad’s industry specialization has allowed him to serve the government, single and multi-family residential, industrial, commercial, and retail segments of the construction and real estate marketplace. In addition to providing business assurance and advisory services, Shad performs strategic planning, benchmarking, and regulatory compliance projects in the construction and real estate industry.

 

Professional Affiliations and Credentials

  • Certified Public Accountant
  • Certified Construction Industry Financial Professional (CCIFP)
  • Construction Financial Management Association
  • American Institute of Certified Public Accountants
  • Alabama Society of Certified Public Accountants

 

Education

  • Master of Accountancy, University of Alabama
  • Bachelor of Science, Commerce, University of Alabama

Kevin T. Yager, Senior Manager- LBMC, PC

 

Kevin has 30 years of experience providing tax services to a variety of closely held businesses and individuals. The industries he has worked with include construction, distribution, real estate, technology, manufacturing, services, entertainment and other retail and wholesale trades. He holds CPA licenses in Tennessee, California and Florida and has previous experience practicing with local CPA firms in all three states.

 

Certifications

  • Certified Public Accountant (CPA)

 

Experience

Kevin frequently consults on various business and tax matters with closely held businesses and their owners.

  • He has extensive experience working through real estate transactions and advising on entity structure.
  • He also has years of experience working with clients on multi-state tax issues.
  • Kevin has private industry experience as the Chief Financial Officer of a local technology company.

Kevin has continued his education through ongoing continuing professional education programs offered by various professional groups including the Tennessee society of CPA’s, American Institute of CPA’s, New York University and the Southern Federal Tax Institute.

 

Community Involvement

Kevin is active in professional and civic organizations, including:

  • Tennessee Society of Certified Public Accountants (TSCPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Florida Society of Certified Public Accountants (FSCPA)
  • Involved in various other civic and community activities

 

Outside the Office

Kevin resides in Williamson County and has three children.  He enjoys playing golf, traveling and following college football.

 

 

2018 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

Anne McCarley, The Hartford

Gaines Moorer, Lakeview Risk Partners

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