AGENDA
The agenda was created to combine flexibility and maximum impact while also providing unique networking environments.
This agenda is subject to change, more to come…
Sunday, September 17
1:00 pm
Registration Open
2:00 pm - 5:00 pm
Mock Trial With Hilger Hammond
Presentation by:
Stephen Hilger, Hilger Hammond PC
Christopher Nyenhuis, Hilger Hammond PC
Mark Rysberg, Hilger Hammond PC
Session Overview:
This session will provide attendees with a first-hand experience observing a mock arbitration involving issues and disputes common to construction cases. The format will be based on a mock case. Attendees will be provided with an overview of the case followed by witness examinations and closing with a dynamic dissection of the issues and process via a question-and-answer format.
Develop an understanding of:
Using arbitration as a tool for dispute resolution
The process of arbitration
How planning for dispute resolution before being embroiled in a dispute is advantageous.
Level: Intermediate
3.0 CPE Credits in Business Law
Room: Salon C & D
5:00 pm - 7:00 pm
Network/Cocktail Reception
Room: Salon AB
7:00 pm - 9:00 pm
Duck Pin Social @ Woodrow Duckpin
Monday, September 18
7:00 am - 8:00 am
Registration/Breakfast
Room: Salon AB
8:00 am - 9:15 am
Operation FinTech
Presentation by:
Justin Turk, CEO and Founder, Livegistics
Andre Davis, CFO, Livegistics
Session Overview:
This session will share an entrepreneurial success story of two partners embracing innovation and change that is disrupting the construction industry.
Learning Objectives:
Learn how to embrace the fast pace of change in technology to propel your business forward
Takeaways from the start-up phase to sustaining and growing a mature business
Discover ways a CFO can add value to a company by leading with an entrepreneurial spirit
Level: Basic
1.5 CPE Credits in Information Technology
Room: Salon AB
9:15 am - 9:25 am
Break
Breakout Session 1
Breakout Session 2
9:25 am - 10:40 am
Understanding the Prequalify Process - A Two-Sided Approach
Moderator: Jamie Montague, Feyen Zylstra
Panelists:
Chris Duprey, Granger Construction Company
Scott Bishop, Buist Electric, Inc.
Nicolle Taylor-Sheafor, Hardman Construction, Inc.
Dave Reece, Clark Construction Company
Session Overview:
In this session, a panel of industry experts from subcontractors and general contractors will discuss the prequalification process most commonly used today from their viewpoints.
Learning Objectives:
Identify the typical types of information requested by GCs & sureties and how they are used
Learn best practices around what subcontractors can do to prequalify owners/developers, GCs, and suppliers
How to build trust between customer and vendor through a prequalification process
Level: Basic
1.5 CPE Credits in Management Services
Room: Salon D
Tackling Work Comp Like a Pro
Panelists:
Katie Hensley, Cottingham & Butler
Emily Glanz, Cottingham & Butler
Ben Osborne, Oswald Companies
Session Overview:
Learn how to lower Workers’ Compensation costs with Cottingham & Butler and Huntington Insurance risk advisors. Maximize savings on this significant insurance expense for contractors. Join us for practical tips and tricks to control performance, policies, and premiums.
Attendees will be able to:
Understand the different roles in a claim scenario and manage the state-specific nuances
Overview of Best Practices in Accident Investigation and properly administering Return to Work
Work Comp policy coverages to be aware of
Level: Basic
1.5 CPE Credits in Specialized Knowledge
Room: Salon C
10:40 am - 10:50 am
Break
Breakout Session 1
Breakout Session 2
10:50 am - 12:05 pm
Tax Potpourri: Sales & Use Tax for Contractors / R&D for Contractors
Rehmann
Presentation by:
Lisa Pohl, Rehmann
Paul Mene, Rehmann
Session Overview:
Sales and use tax matters for contractors including a discussion on qualifications for tax exemptions. Discussion of emerging trends for R&D Credits for Contractors.
Learning Objectives:
To gain an understanding of qualifications for tax exemptions and current SALT matters affecting contractors.
To gain an understading of R&D Credit opportunites for contractors.
To gain an understanding of the tax credit calculation under current 2023 tax law.
Level: Basic
1.0 CPE Credits in Taxes
Room: Salon C
Group Medical Stop-Loss Captives: a Cost-Effective Insurance Solution for Your Organization
Presentation by:
Guylaine Donavan, Hylant
Max Rispler, Hylant
Adam Miholic, Hylant
Anne Marie Towle, Hylant
Session Overview:
During the presentation, attendees will learn how this solution can benefit their organization and reduce their financial risk. Our team of experts will also share insights on how to effectively implement this solution and answer any questions you may have.
Learning Objectives:
Understand the basics of group captive structures for medical benefit and stop-loss coverages.
Realize the benefits and considerations of captive insurance versus self-insured or traditional insurance.
Identify key attributes of companies that are the best fit for group captive membership
Level: Basic
1.5 CPE Credits in Specialized Knowledge
Room: Salon D
12:05 pm - 12:30 pm
Lunch
12:30 pm - 2:00 pm
KEYNOTE
Speedtraps, Potholes, and Idiots
Presented by: Jay Gubrud
Session Overview:
Speed Traps, Pot Holes & Idiots is designed to help members eliminate the everyday roadblocks to their success and maintain a winning mindset both professionally and personally to obtain success.
Learning Objectives:
Establish a rewarding new mindset
Learn proven strategies for healthy conflict with excellent outcomes
Realize how to give and receive feedback effectively
Level: Basic
1.5 CPE Credits in Personal Development
Room: Salon AB
2:00 pm - 2:10 pm
Break
Breakout Session 1
Breakout Session 2
2:10 pm - 3:10 pm
Mission Critical Contract Skills Your Lawyer Doesn’t Talk About
Presentation by:
Eliot Wagonheim, Wagonheim Law
Rhonda Huismann, Crowe LLP
Session Overview:
Construction companies don’t need great contracts. Construction companies need great projects. And while most construction lawyers can talk about indemnification until the cows come home, what construction professionals really need to understand are: (1) the one never-fail rule of revising any contract provision; (2) the slight changes they should be making every time to move the needle in such high-risk provisions as warranty and termination; and (3) how to use the contract (even a subcontract) to guarantee payment for changes in the work. You won't get that from a blackline; you will, however, get that from this presentation.
Learning Objectives:
How to write clear contract revisions
How to reduce contractual risk by reallocating certain levels of responsibility on critical provisions
How to bridge communication impasses to ensure payment and obtain critical information from the other side.
Level: Basic
1.0 CPE Credits in Business Law
Room: Salon C
Driving Enterprise Value in any Market Environment
Contractor Panel
Moderator: Matt Gurwin – Shareholder, Doeren Mayhew
Panelists:
Heather Gardner – Partner, DWH
Shawn Spencer – Co-Founder/CEO, Cogent Advisors, Jessica Webster Huizen – Vice President of Commercial Banking, Key Bank
Ann Plummer – Shareholder, Beene Garter, A Doeren Mayhew Firm
Chris Letts – Co-Founder, Pine Harbor Group
Session Overview:
Today’s construction industry is hotter than ever. But, for how long is the big question? High interest rates and a decline in spending, has recession risks looming around the corner. Taking a proactive approach to remain cost-effective and drive enterprise value, is the key to not only surviving but thriving well beyond 2023.
Topics Will Include:
Tools and techniques to improve margins and performance.
Ways to align and scale your workforce, operational processes, and technology.
Importance of visibility into your organization’s financial health.
Ideas for freeing up additional capital via cost-reduction strategies.
Techniques to proactively address covenant and liquidity concerns amid reduced earnings and working capital swings.
How to pursue M&A opportunities that make sense in economic uncertainty.
Level: Basic
1.0 CPE Credits in Finance
Room: Salon D
3:10 pm - 3:20 pm
Break
Breakout Session 1
Breakout Session 2
3:20 pm - 4:20 pm
Don't Gamble with Your Company's Data and Network Security
Presentation by:
Shawn Farzam, Guy Hurley
David Sikina, Plante Moran
Session Overview:
Cyber Security Panel Discussion - learn some best practices and gain insight into a cyber event and what to do to prevent, protect, and follow up.
Learning Objectives:
Learn some best practices and gain insight into a cyber event. From protection/awareness, production impacts, reputational impact, balance sheet protection, and what to do after a cyber event occurs.
Level: Basic
1.0 CPE Credits in Informational Technology
Room: Salon C
Fraud - Internal Controls and Stories from the Front Lines
Presentation by:
Michelle McHale, Plante Moran
Session Overview:
In this session, we will uncover the various types of fraud prevalent in the construction industry and explore the tactics employed by fraudsters to deceive and manipulate. Discover how to spot red flags, implement internal controls with a lean accounting department, and foster a culture of ethical behavior within your organization. Real-life case studies will be dissected to provide valuable insights and lessons learned.
At the end of this session, participants will be able to:
Identify clues of possible fraud.
Recognize the next steps to perform if potential fraud is identified.
Mitigate risks to fraud.
Level: Basic
1.0 CPE Credits in Auditing
Room: Salon D