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Tracy Allen, CPA, CCIFP

Tracy Allen, CPA, CCIFP

AKT, LLP

With nearly two decades of experience, Tracy is a thought leader within the construction industry. A member of CFMA for 14 years, she also helped co-write WIP 360 and Advanced WIP. She has taught locally and nationally, and has been nominated for the Joe Quigley Memorial Award. In addition, Tracy has been recognized nationally by attending AICPA’s Leadership Academy. Tracy has also received numerous recognitions in Oregon including the Daily Journal of Commerce ‘Women of Vision’ award for her role in shaping the construction industry in Oregon and southwest Washington and the Portland CFMA Chapter Founder’s Award. Tracy has also held several leadership positions with the Oregon Society of CPAs and she currently leads Aldrich’s construction group in Oregon.

Jeff Ammon

Jeff Ammon

Lawyer

Miller Johnson

Jeff Ammon is a lawyer with Miller Johnson in Michigan who devotes a significant portion of his practice to the construction industry. He counsels contractors, subcontractors, design professionals, and owners on construction contracts and related real-estate subjects. Jeff is a past board member of Associated Builders and Contractors-West Michigan Chapter and participates in other construction trade associations, including the local chapters of CFMA and ASA. He is a frequent lecturer and author on construction law subjects. He has taught the Construction Contracts 101 course at several CFMA annual conferences and he prepared the materials for the CFMA online contracts course. He has also personally constructed a shed, tree house, and 240-foot zip line, all without injury, defects, or construction liens.

Jason Anderson

Jason Anderson

Jason Anderson earned his BS degree in Civil Engineering from North Carolina State University and is currently working on his MBA through the University of Tampa. His professional experience encompasses civil site design, including municipal, commercial, industrial, and educational facilities, parking structures, and multi-family residential and masterplanned communities. The emphasis of Jason's civil site design experience consists of grading and drainage, storm water conveyance, treatment and attenuation systems, potable, fire and sewer systems, erosion control, pedestrian ingress/egress ways and ADA accessibility, vehicular traffic ingress/egress, turn lane design including curb and gutter, paved shoulder, marking, and signing plans, and asphalt pavement mix design. He is certified and experienced in the design, permitting, and implementation of maintenance of traffic plans/work zone traffic control and losses occurring in and adjacent to roadway work zones. Additionally, Jason has special experience in the review and applicability of FDOT, SWFWMD, MUTCD, and city and county code requirements across the state of Florida. Prior to joining SEA, Jason worked for Hamilton Engineering and Surveying, Inc. as a Project Manager and Design Team Leader. In this role, he led the design team in engineering design calculations and permitting services, as well as in the production of biddable construction documents. Jason is a registered Professional Engineer in the states of Florida, Louisiana, and Texas.

Ryan Anderson

Ryan Anderson

Controller

Lakeside Industries, Inc.

Ryan Anderson, CPA, CCIFP, is Controller at Lakeside Industries, Inc, the largest privately held asphalt paving company in the Pacific Northwest. Ryan has been with Lakeside since February 2007. Prior to joining Lakeside, Ryan spent 4 years working for Moss Adams, LLP as an auditor. Ryan’s responsibilities at Lakeside include overseeing financial reporting, tax compliance, inventory cost accounting and forecasting. Ryan is also past president of the Puget Sound CFMA chapter, and continues to serve on the board and participate in multiple chapter committees.

Joel Appelbaum

Joel Appelbaum

EVP and Chief Content Officer

IRMI

Before joining IRMI in 2016, Joel was the president of the construction division for ProSight Specialty Insurance, where he specialized in providing insurance solutions for the construction industry. His prior work experience includes enterprise chief risk officer for Zurich North America, chief underwriting officer at Zurich Direct Underwriters, construction risk officer at CNA Insurance, and various other positions related to insuring and underwriting large contractors and wrap-up projects. Joel earned his BS degree from DePaul University and an MBA with honors in international business from Lake Forest Graduate School. He holds the CPCU, ARM, and AIS designations from the Insurance Institute of America and the Construction Risk and Insurance Specialist (CRIS) certification.

Jake Appelman

Jake Appelman

Principal

FMI Corporation

As a principal with FMI and a member of FMI’s Center for Strategic Leadership, Jake is committed to partnering with engineering and construction organizations to develop exceptional leadership. In his role as director of FMI’s Executive Coaching practice, Jake works one-on-one with senior leaders to help them achieve their personal and organizational goals. He also works with organizations in implementing cultural and strategic change. Jake’s areas of expertise include ownership transfer, succession planning, and strategic human resource management. He brings consulting experience from small start-up organizations, government organizations, and Fortune 500 companies. Jake holds a MA degree in Industrial/Organizational Psychology from the University of Colorado. He is an alumnus of Montana State University, where he graduated with a BS degree in Applied Psychology.

Jared Asay, CPA, CCIFP

Jared Asay, CPA, CCIFP

Financial Partner

Conover Asay CPAs, PLLC

Jared Asay, CPA, CCIFP, is a Financial Partner and Founder of Conover Asay CPAs, PLLC, a construction focused CPA firm in Tempe, AZ. Jared's passion for construction began in his early years as a professional framer for a custom home builder. His transition to consulting construction clients as a CPA was a natural one. Those experiences, including professional relationships he has built with bond agents, surety managers, and bankers have provided a valuable and extensive knowledge of the challenges contractors face each day and implementation of the best practices to solve those challenges. An active member of CFMA's Valley of the Sun Chapter since 2007, Jared currently serves on multiple committees and has previously served as Secretary, Board Member, and Committee Chairman.

Anirban Basu

Anirban Basu

Chairman & CEO

Sage Policy Group, Inc.

Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, MD with offices in Pennsylvania and Indonesia. The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others. In 2014, Maryland Governor Larry Hogan appointed him Chair of the Maryland Economic Development Commission. He also serves as chairman of the Baltimore County Economic Advisory Committee. He is also the Chief Economic Advisor to CFMA and the Chief Economist to Associated Builders and Contractors. He serves similar functions for Visit Baltimore, the Maryland Association of Realtors, and Marcum, LLC. He currently lectures at Johns Hopkins University in Global Strategy. He has also taught international economics, urban economics, and micro- and macroeconomics at Hopkins. His radio show can be heard weekdays on 88.1FM, WYPR, Baltimore. In both 2007 and 2016, the Daily Record newspaper selected Anirban as one of Maryland’s 50 most influential people. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010. Anirban earned his BS in Foreign Service at Georgetown University in 1990. He earned his Master's in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park. His JD was earned at the University of Maryland School of Law.

James Benham

James Benham

CEO

JBKnowledge, Inc.

James Benham began writing code at the age of 11 and by 14, had developed his first computer application. In 2001, James established and is now the President and CEO of JB Knowledge Technologies, Inc., an IT services provider and maker of the SmartBidNet, SmartCompliance, and SmartReality cloud, mobile, and wearable solutions. James frequently contributes to industry publications and presents at industry events (such as the AGC IT Forum, CFMA's Annual Conference, and CCA's Annual Conference) on business IT, data security, and innovative software tools. James received a BBA in Accounting and a MS in Information Systems from Texas A&M University. He also serves as a College Station City Councilman and an Adjunct Professor of Construction Science at Texas A&M University.

Robyn Benincasa

Robyn Benincasa

Adventurer Who Inspires

Robyn Benincasa is a World Champion Adventure Racer, award-winning motivational speaker, three-time Guinness World Record kayaker, San Diego firefighter, 10-time Ironman triathlete, New York Times bestselling author, proud owner of two bionic metal hips, and the Founder and CEO of The 501c3 Project Athena Foundation, which helps survivors live an adventurous dream as part of their recovery. For the past 20 years, Robyn and her teammates have studied teambuilding, leadership, and performance in the most extreme classrooms on Earth: the jungles of Borneo, the Himalayan peaks of Tibet, the rivers of Fiji, the rainforests of Ecuador, and the epic brush fires of Southern California (just to name a few)! It is through these harrowing, life-affirming, and often hilarious experiences that Robyn has emerged with her unique perspective on what it takes to succeed against all odds and go the distance in any endeavor.

Rob Berryman, CSP, ARM

Rob Berryman, CSP, ARM

Safety Consultant

American Contractors Insurance Group

Rob Berryman’s experience includes 26 years in Construction Safety with both contractors and insurance carriers. Rob is a Certified Safety Professional, a Construction Risk Insurance Specialist, and an Associate of Risk Management. A veteran of the US Navy Submarine Service, Rob spent six years in their nuclear power program on fast attack submarines. He holds a BS in Occupational Health & Safety and his Property and Casualty producer’s license in Arizona and California. In his personal time, Rob teaches firearms safety and self-defense with firearms. He is also a certified "ALICE" (active shooter responce) instructor.

Stuart Binstock

Stuart Binstock

President & CEO

CFMA

Stuart Binstock oversees CFMA's strategic development and is responsible for cultivating relationships with other construction industry organizations and partners. He has more than 25 years of experience in the construction industry, having served in key leadership positions in organizations such as AGC, AIA, and NECA. He received a BS in Industrial and Labor Relations from Cornell University in Ithaca, NY and a law degree from the Catholic University of America in Washington, D.C.

Jim Bracy, CPA, CCIFP

Jim Bracy, CPA, CCIFP

Executive Vice-President, Surety

Willis Towers Watson

Jim Bracy, CCIFP, CPA, is a seasoned Construction and Surety professional who is responsible for managing and placing Surety Bonds for the Southwest Region of Willis Towers Watson and serving as a Surety Practice National Resource. He has broad experience across the construction risk management continuum but his most extensive area of expertise is in finance and surety bonding. Jim’s experience and particular understanding of the financial and operational side of the construction business has made him especially effective in structuring, negotiating, implementing, and managing any construction-related issues that might arise on a national and global level. Jim is a Graduate from the Eller College of Management at The University of Arizona and Licensed Arizona Insurance Agent. He is a past President, board member, and active member of CFMA since 2005.

Ben Brahinsky

Ben Brahinsky

President

Leap Financial

Ben Brahinsky has more than 30 years of experience in consulting and transactions in the construction and private equity industries. Through his firm Leap Financial in Denver, CO, Ben provides advisory and board services to firms and their owners. Ben was Managing Director of a Denver-based private equity firm, where he was responsible for acquiring and turning around distressed companies. For nearly 20 years prior, Ben was a Principal at FMI Corporation in the firm’s investment banking practice. Ben has spoken to construction industry organizations and published in industry journals. He is active in CFMA, and is a past Secretary. Ben has a BA in Geography and Economics, Magna Cum Laude and an MBA in Finance and Real Estate, both from the University of Denver.

Greg Brown, CPA

Greg Brown, CPA

Sr. Manager

Crowe Horwath LLP

Greg Brown has more than 11 years of experience working for construction industry clients and is the micro-vertical lead for Crowe Horwath's heavy/highway/civil segment. His expertise helping clients evaluate and implement industry best practices has helped improve profitability of the clients he serves. Projects that he has managed include evaluations of companies overhead structure, succession planning, turn-around consulting, change order management, and working capital/liquidity enhancement. Greg currently serves as Vice President and Board Member for the Dallas/Ft. Worth Chapter, and Vice Chair of the Heavy/Highway Committee, and member of the Audit Committee for CFMA.

Herb Brownett, CCIFP

Herb Brownett, CCIFP

Brownett & Associates, LLC

Herb Brownett, CCIFP, is the President of Brownett & Associates, a financial management and technology consulting firm with a focus on the construction industry. Previously , he was CFO of Brubacher Excavating, Inc., Executive Vice President of Textura Corp, Senior Vice President of Finance and Administration of The Norwood Company and Vice President of Finance for the George Hyman Construction Company (now Clark Construction). A construction financial professional for more than 30 years, he holds a BS and MBA in Finance/Accounting from Florida State University. He is also a graduate of the Executive Strategic Planning program at The Wharton School of Business. Elected Chairman of CFMA in 2003, Herb previously held national office as CFMA’s President-Elect and Secretary. He has also been Chairman of the ICCIFP and proudly holds CCIFP Certificate #1. A CFMA member since 1988, Herb is a past President of CFMA’s Greater Washington, D.C. Chapter and is currently active with the Philadelphia Chapter as a Board Member. Herb is a past presenter at various CFMA Conferences and chapters. A contributing author to CFMA Building Profits magazine, he has also been published by the Journal of Construction Accounting and Taxation, Construction Executive Magazine, ABC, and NASBP.

Wendy Byerley

Wendy Byerley

Director of Contract Controls

Allan Myers, Inc.

Wendy Byerley is Director of Contract Controls for Allan Myers, Inc., Worcester PA, a large fully-integrated heavy civil contractor, voted the 2017 Mid-Atlantic Contractor of the Year by Engineering News-Record. As a member of the Legal Department, and direct report to the Corporate General Counsel, Wendy provides corporate oversight of the company’s operational contracts, including drafting, review and negotiation of owner agreements, subcontracts, master supply agreements, purchase orders, equipment rentals, commercial and residential leases and all other forms of contracts in support of the company’s construction and material operations. Wendy also provides oversight of the purchasing, credit and collections functions and serves as corporate liaison for the company's surety and insurance brokers. With twenty-five years’ experience at Allan Myers and nine years’ experience at a construction manufacturer and wholesaler, Wendy is a frequent speaker and presenter on industry-specific topics such as contracts, surety bonds, insurance and indemnity, accounts receivable and cash forecasting. Wendy joined CFMA in 2003 as a member of the Philadelphia Chapter and served as a Board Member and Officer (2008-2014) and as Chapter President (2012-2014). Wendy has been recognized with the Tony Stagliano Leadership Award by the Mid-Atlantic Regional Conference (2017), the General Member of the Year Award by the CFMA Philadelphia Chapter (2015), the Joe Quigley Memorial Award by CFMA National (2014) and the Allan C. Myers Award of Excellence by Allan Myers (2002).

Kathy Cole, CPC

Kathy Cole, CPC

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 BS in Communications from Middle Tennessee State University, and she is a Certified Personnel Consultant (CPC).

Brian Cooney, CCIFP

Brian Cooney, CCIFP

Brian J. Cooney, CCIFP, retired as Executive Vice President – Finance and Administration of Barriere Construction Company, LLC, a heavy/highway contractor in Southeastern Louisiana. Brian was with Barriere since 1988 and has worked in the construction industry for the past 28 years. Prior to construction, he was employed in the manufacturing industry. Brian has remained current in the construction industry through Board membership and consulting engagements. He is a past secretary and Director of CFMA, in addition to serving on its Conference Planning and Membership Committees. Brian has also served as Chairman of the Heavy/Highway Special Interest Committee and the Succession Committee. Locally, he is a founding member of the Southeast Louisiana Chapter and has served as President, Vice President, and Board Member. In 2005, Brian received CFMA’s Debra Hahn Memorial Award. In 2009, he was the recipient of CFMA’s Danny B. Parrish Outstanding Leadership Award. Brian has served on the boards of numerous industry associations, including the Willis International Advisory Board. He is a frequent speaker at industry conferences. He is a graduate of Spring Hill College in Mobile, AL, and received his MBA from Tulane University, New Orleans, LA.

Steve Coughran

Steve Coughran

Founding Director of Strategy

Coltivar Group LLC

Steve Coughran is the Founding Director of Strategy at the Coltivar Group, where he helps clients make strategic, financial, and value-added improvements in performance while realizing their most important goals. He created the Strategic Financial Leadership (SFL) program under the Coltivar Institute, and teaches an undergraduate version of the program at the University of Denver’s Business School. Steve is a national speaker, published author, and finance industry expert. He specializes in developing and implementing corporate strategy, strategic finance, enhanced customer experience, and innovation for owners, CFOs, executives, controllers, accountants, administrators, and industry partners. He holds degrees in accounting and finance, and earned his MBA at the Fuqua School of Business at Duke University while studying abroad in Asia, Europe, and South America.

Todd Davis

Todd Davis

Owner - Facilitator

People Development LLC.

Todd started his Parks and Recreation career with the City of Scottsdale in 1975 and has never stopped. After seven great years designing and coordinating community programs, Todd ventured into the "entrepreneur" world of recreation. He founded Corporate Games, Team Play USA, and VolunTEAMism. He is a provider of unique recreation services, Adjunct College Faculty, and a Parks and Recreation volunteer citizen Commissioner for the City of Scottsdale. His passion is Q.O.L. for all! Quality of Life away from work will inspire better lives for all. Todd provides a unique approach to managing and leading people through communication and critical thinking processes.

Mark DeVerges

Mark DeVerges

Senior Manager

Dixon Hughes Goodman :: DHG Search

Mark DeVerges is the Senior Manager of DHG Search, focused on serving the Construction and Real Estate industries. DHG Search is an executive search and recruiting service line of Dixon Hughes Goodman, a Top 20 CPA and advisory firm. Mark has more than 12 years of experience with C-Suite to critical management level recruitment specifically focusing within the Construction and Real Estate industries locally in South Carolina, regionally, and across North America. Mark’s background in helping GCs, utilities, developers/owners, EPC, and specialty contractors across North America has positioned him as a trusted advisor and earning him numerous awards for his success, service, and client satisfaction. He is a regular speaker and contributor for groups such as the Carolinas AGC, Engineering News-Record, and The Conference Board Review.

Frank DiLorenzo, Jr.

Frank DiLorenzo, Jr.

West Coast Region Director

COINS

Frank is the West Coast Director for COINS, Construction Industry Solutions, and operates from the California Office. He has been involved in implementing Construction ERP solutions for over 32 years and has a passion for solving client's business issues as well as building long-term relationships. After graduating from Boston College with a degree in Computer Science, Frank moved to California and started Con-Tec Managment Systems, Inc., where he and his team implemented and supported over 500 clients. Frank served on the BOD and has been active in the Sacramento CFMA Chapter for over 23 years, and is assisting with the Rocky Mountain CFMA Regional Conference. Frank enjoys giving back to the community and the industry as a whole.

Kristy Domboski

Kristy Domboski

Managing Editor

CFMA

Kristy L. Domboski, CFMA’s Director of Publications, joined CFMA in 2004. As Managing Editor of CFMA Building Profits, she is responsible for all aspects of CFMA’s award-winning magazine, including the budget, content creation, editorial process, and printing and distribution. She also manages the content creation and editorial review of articles for CFMA's monthly e-newsletter, Bottom Lines. Kristy currently serves as the staff co-chair of the Publications Advisory Group, as well as the staff co-chair of CFMA’s Construction Industry Alliance for Suicide Prevention. She is a member of Association Media & Publishing.

Patsy Dunn, CPA, CCIFP

Patsy Dunn, CPA, CCIFP

Chief Financial Officer

SITEWORKS DESIGN-BUILD

Patsy Dunn is the Chief Financial Officer for Siteworks Design Build in Portland, OR. The company includes a comprehensive team that includes architects, engineers, contractors, and graphic designers. Siteworks is able to work across the multiple scales required of architectural and design projects and thus produce a more workable, efficient, and often cost-effective spaces. She has been in the construction industry for many years, starting on the jobsites and in the office of the family construction business: combining the talents of her father, a master mason and her mother, an accountant, and her passion for improving things, she built her career. She graduated from the University of Portland in 1995. Patsy has a rounded construction experience; she owned her own general contracting company, has been both an auditor and consultant to the industry and is currently working as a CFO. Patsy has been a member of CFMA since 2009, serving in local and national capacity. She currently is serving as Portland’s Education Committee Chair, and has served as Suicide Prevention Committee co-chair as well as president. Nationally, she is an alumnus of Spring Creek, the National Mentor Program and Education Steering Committee (Chair 2015-2017 and Vice Chair 2014-2015). Patsy remains active in the Education Steering Committee and the Construction Industry Alliance for Suicide Prevention Task Force.

Chuck Elyea, CCIFP

Chuck Elyea, CCIFP

Founder/CEO

ShareMyToolbox

Chuck Elyea holds a degree in Economics from Davidson College and an MBA from Wake Forest University. After college he was CFO for a family-owned GC where he learned the industry and developed a passion for improving businesses through technology. He then started a tech consulting business which he sold 23 years later. Viewpoint acquired part of his business and he joined their team to develop professional partner relationships where he learned about ICCIFP. He helped start Viewpoint's Innovation Lab and later bought its first project, ShareMyToolbox, an innovative tool tracking system.

Elaine Ervin

Elaine Ervin

Partner

Moss Adams

Elaine is the National Practice Leader of the Construction, Real Estate, Hospitality and Professional Services Group. Elaine has been in public accounting since 1986. She provides accounting and business advisory services to closely held businesses, with a focus on clients in the construction and real estate industries. Her close, hands-on approach to client relationships enables her to effectively and creatively advise clients on a wide range of business matters. Elaine participates in all phases of audits and reviews, including planning, compliance testing, supervision, and report preparation for clients. She also has an extensive background in bonding and banking issues as they relate to financial performance.

Dr. Tasha Eurich

Dr. Tasha Eurich

Organizational Psychologist/Researcher/New York Times Best-Selling Author

Tasha Eurich is an organizational psychologist, researcher, and New York Times best-selling author. She’s built a reputation as a fresh, modern voice in the business world by pairing her scientific grounding in human behavior with a pragmatic approach to solving problems. Over her more than 15-year career, she’s helped thousands of professionals improve their self-awareness and success. With a PhD in Industrial-Organizational Psychology and BAs in Theater and Psychology, Dr. Eurich has contributed to multiple publications and has been featured in outlets like Forbes and The New York Times. She has been named a “Top 100 Thought Leader” by Trust Across America, a “Leader to Watch” by the American Management Association, and one of Denver Business Journal's "40 Under 40.” Her 2014 TEDxMileHigh talk has been viewed more than one million times.

Todd Feuerman, CPA, CCA

Todd Feuerman, CPA, CCA

Director, Construction Services Chair

Ellin & Tucker

Todd Feuerman, CPA, CCA, is Director in the Audit, Accounting, and Consulting Department of the Baltimore-based CPA firm Ellin & Tucker and Chair of the firm's Construction Services Group. Todd has more than three decades of experience providing audit and accounting, tax, consulting, and management advisory services to general contractors, specialty contractors, construction-focused banks and surety firms. Todd's extensive expertise and inside knowledge of the construction industry enable him to provide the highest level of practical and technical financial consultation to entities that are construction centric. Todd's inside knowledge of the construction and bank financing industry has been tapped by several regional and national publications, as well as CFMA's 2017 Annual Conference & Exhibition.

Kevin Foley

Kevin Foley

Chief Financial Officer

Madison Concrete Construction

Kevin Foley is the CFO for Madison Concrete Construction, a large concrete contractor in the Philadelphia area, where he's responsible for all areas of accounting, finance, technology, benefits, and human resources. He joined Madison in April 2017. Prior to Madison, Kevin held the CFO role at E. Allen Reeves, Inc., a Mid-Atlantic region GC and construction management firm for 20 years. He has more than 35 years of experience as an accounting professional with 25 years in the construction field. He is past chair of CFMA’s Education Steering Committee and still serves as a member. He has served on CFMA’s Conference Planning, Finance, and Executive Committees. Kevin is a past President of the Philadelphia Chapter and was honored as "General Member of the Year.”

Kelli Franco

Kelli Franco

Partner

Moss Adams

Kelli Franco is the Construction Industry National Tax Leader for Moss Adams LLP and provides taxation and financial accounting services to a variety of clients in construction and real estate. Her experience includes consulting on S corporations and LLC issues, structural tax planning, techniques to maximize shareholder value, and succession planning.

Jim Grabski, MBA

Jim Grabski, MBA

CFO

LCG Pence Construction

Jim Grabski is the Chief Financial Officer for Pence Companies, a Northwest-based general contracting group that works throughout the western U.S. In addition to overall responsibility for Pence Company's financial functions, Jim is responsible for treasury, budgeting and forecasting, risk management, and economic strategy for several entities. Prior to joining Pence Companies in 2017, he spent six years as CFO for Greenberry Industrial, an industrial contractor, and was the Western Region Vice President of Finance for JE Dunn Construction Company, a national GC, spending 14 years with the firm. In the nine years before entering the construction industry, Jim was the Dealer Principal and General Manager for the Northwest's sole Toyota Industrial Equipment enterprise, which gives him unique insight into the construction equipment business. Jim is a past President of CFMA's Portland Chapter and has been recognized with its Founder's, President's and General Member of the Year Award. He was a finalist in 2013 for the Portland Business Journal's CFO of the Year Award. Jim is a frequent speaker and presenter for CFMA on both a local and national basis and is a co-creator of CFMA's nationally recognized "A 360° View of Your WIP" and "Work in Progress: A Deep Dive and Advanced Perspective of WIP" programs.

Matthew Harper

Matthew Harper

Eastman & Smith LTD.

Matthew Harper represents clients in a wide range of business, construction, and land use disputes. He is a member of Eastman & Smith’s Bankruptcy and Creditors' Rights, Business Litigation, Construction Law Practice, and Land Use Litigation Groups and also chairs the Firm’s Litigation Section. Matt is admitted in state and federal courts throughout Ohio and Michigan and has also appeared in Indiana, North Carolina, South Carolina, and Wisconsin courts. Matthew received his Bachelor's degree, magna cum laude, from Ashland University in 1989 and his Juris Doctor, magna cum laude, from the University of Toledo College of Law in 1992. He married his wife, Chris, in 1994 and they have three children, Rachel, Josh, and Alyssa. He loves the outdoors, especially fishing and camping.

Vic Hartman, J.D., CPA/CFF, CFE

Vic Hartman, J.D., CPA/CFF, CFE

Attorney at Law

The Hartman Firm, LLC

Vic Hartman is the Principal of The Hartman Firm. He is an attorney and CPA that specializes in Internal Investigations, Forensic Accounting, and Fraud Mitigation Consulting. Vic was a Special Agent with the FBI for 25 years where he served as a "Street Agent," Supervisory Special Agent, and Chief Division Counsel. He played leadership roles in both the Enron and WorldCom investigations. Vic is a graduate of Emory University's School of Law. He is also a member of the State Bar of Georgia and the American Institute of Certified Public Accountants (AICPA). His credentials include being Certified in Financial Forensics by the AICPA and a Certified Fraud Examiner by the ACFE.

Robert Heuer

Robert Heuer

Partner

GUY HURLEY, LLC

Robert D. Heuer has been a partner with Guy Hurley, LLC, Insurance & Surety Services in Troy, MI, since shortly after the agency’s founding in 2001, bringing more than 30 years of experience selling and servicing insurance and bonds for contractors of all types. Bob spent 20 years with Willis North America and has spoken and written extensively for a number of organizations and groups, including Associated General Contractors of America, CFMA, Construction Association of Michigan, International Risk Management Institute, Michigan Association of Certified Public Accountants, and the Stanford University School of Graduate Engineering. Bob holds a BA degree in Journalism from the University of Michigan. Bob has made many contributions to CFMA including authoring multiple articles on risk management topics for CFMA Building Profits magazine as well as developing and presenting educational seminars for international and national CFMA conferences and local chapter events.

Ann Hickman

Ann Hickman

Editorial Director

IRMI

Ann Hickman is a member of the IRMI strategic editorial management team, editor of the IRMI reference Construction Risk Management, and curriculum director for the IRMI Construction Risk Conference. She coauthored the original release of IRMI Workers Comp, a Complete Guide to Coverage, Laws and Cost Containment, wrote several Construction Risk and Insurance Specialist (CRIS) courses, and serves as editor of the IRMI Construction Risk Manager electronic newsletter. Ann earned her MA degree in risk management and insurance from the University of Georgia, and her BBA degree in finance and insurance from Eastern Kentucky University. She holds the Chartered Property Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) designations and is a Construction Risk and Insurance Specialist (CRIS).

Ryan Hiss

Ryan Hiss

Attorney-Construction Lawyer

Laurie & Brennan

Ryan Hiss is a partner in the law firm of Laurie & Brennan, LLP, in Chicago and has been practicing law for over 22 years. Ryan focuses his practice on the legal issues encountered by contractors, design professionals and owners in the construction industry. He assists his construction industry clients by drafting and negotiating contracts, preparing claims for additional compensation and time extensions, consulting on dispute avoidance during projects, representing clients in mediation, arbitration or litigation, asserting or defending against mechanics lien and bond claims, and general business practice consultation.

Kevin Hudson

Kevin Hudson

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.

Gene Huebner

Gene Huebner

CFO

Aldridge Electric, Inc.

Gene Huebner, CPA, is the Chief Financial Officer for Aldridge Electric in Libertyville, IL. Gene has more than 30 years of accounting experience, with more than 20 years specializing in the construction field. Gene is responsible for the financial strategy/management of the corporation, including corporate finance, treasury, banking, mergers and acquisitions, bonding and insurance relationships, and other strategic aspects of the business operations. He earned his MBA from Marquette University. Gene has presented at several CFMA Annual and Regional Conferences.

Tony Ivener, CPA

Tony Ivener, CPA

President

Ivener Management Group

Tony Ivener is Founder and Managing Shareholder of Ivener Management Group (IMG). He has more than 20 years of experience specializing in accounting and consulting as it relates to the construction industry. Prior to creating IMG, Tony was Shareholder of a regional CPA firm for which he oversaw the Construction Industry Services Division. In this role, he oversaw attestation, tax and consulting services to construction contractors throughout the country, including sheet metal, heavy highway, concrete, utility, electrical and mechanical contractors ranging in annual revenue from $2 million to $100 million. Tony has been a regularly featured speaker on construction related issues for numerous organizations including the American Institute of CPAs (AICPA), Association of General Contractors (AGC), Construction Financial Management Association (CFMA), among others. Tony in a member of several professional organizations, AICPA, Virginia Society of CPAs, AGC and its Tax Fiscal Affairs Committee, Metropolitan Washington Road and Transportation Builders Association, CFMA and its Tax Legislative Affairs Committee, American Subcontractor Association , and Metropolitan Subcontractors Association and its Education Committee. Tony graduated from Virginia Commonwealth University in 1988 and began his own firm Anthony S. Ivener, CPA, P.C., which he merged in 1997 with the regional firm for which he had been working. He was named one of the top CPAs practicing in accounting firms, private industry, government and education by Washington SmartCEO magazine; and was named Super CPA by Virginia Society of Certified Public Accountants (VSCPA). Tony resides in the Washington, D.C. metro area with his wife and two children.

Dave James

Dave James

David James, CPA, CCIFP, is CFO for FNF Construction, Inc., a heavy/highway contractor based in Tempe, AZ. FNF performs work in Arizona, New Mexico, Texas, California, and North Dakota. David oversees the company’s finance, human resources, and information technology departments. He brings more than 34 years of financial experience to FNF and the construction industry. David is an active CFMA member, both locally and nationally, and is involved in other industry association committees such as AGC, ARPA, and ATRA. He is a member of the American Institute of Certified Public Accountants, the Arizona Society of CPAs, and Valley Leadership. In 2016, David was appointed to the National Action Alliance for Suicide Prevention, and serves on the Construction Committee within this group. He also serves on CFMA's Construction Industry Alliance for Suicide Prevention Task Force. He has been active within FNF, CFMA, and other industry associations in bringing to the forefront the issue of suicide prevention in the construction industry.

Mara Johnston

Mara Johnston

VP of Business Development

Star America Capital Advisors

Mara Johnston is the Vice President of Business Development at Star America Capital Advisors. Mara is focused on developing new relationships with construction and engineering firms while expanding and strengthening existing partnerships. Mara advises clients on mergers and acquisitions, project financing, subcontractor vetting, alternative project delivery, joint venture teaming arrangements, and strategic consulting needs. Mara possesses over 10 years of experience working in the construction industry and her industry experience allows her to provide valuable insight and guidance to clients. Prior to joining Star America, Mara spent four years at both Zurich and AIG, where she built strong relationships with some of the largest and most influential contractors in North America.

Noah Jolley

Noah Jolley

Director of Project Management

ACS Infrastructure Development

Noah Jolley is the Director of Project Management at ACS Infrastructure Development and part of the project development group responsible for managing all pursuits of large-scale transportation P3 projects for ACS in the US. Since joining ACS in 2013, Noah has worked on numerous transportation P3 pursuits across the US worth over $10 billion, including the recently awarded $2B Automated People Mover Project at LAX, and brings expertise as a bid director across the commercial, legal, technical and financial components for large, complex transportation P3s. Noah has undergraduate degrees in Mathematics-Physics from Whitman College and Structural Engineering from Columbia University, and a graduate degree in Civil Engineering and Construction Management from Virginia Tech. He has been a guest speaker at the ARTBA P3 and Transportation Research Board conferences, as well as for other various academic and industry engagements.

Andy Jones

Andy Jones

Senior Manager

Crowe Horwath LLP

Andy Jones, CPA, CCIFP, has over 14 years of experience providing assurance and consulting services to companies in the construction industry.

Krista Kapp

Krista Kapp

Attorney-Construction Lawyer

Laurie & Brennan

Krista Kapp is a partner in the law firm of Laurie & Brennan, LLP in Chicago. She has been practicing law for over 20 years. Krista focuses her practice on the legal issues encountered by contractors, design professionals, and owners in the construction industry, including negotiating contracts, evaluating risk management and insurance programs, and advising clients on how to handle various change order disputes and claims.

Jason Keen

Jason Keen

CIO/Corporate Controller

Superior Construction Company

Jason Keen CPA, CCIFP, is CIO/Corporate Controller for Superior Construction Company, a heavy/civil company located in Jacksonville, FL. Jason has been in the construction industry for more than eight years in both technology and accounting roles. He is also the Chairman of the Business and Information Technology Department at the University of Memphis. Jason has background in reporting, analysis, data visualization, and system implementation. He has published articles with CFMA, ABC, and Construction Business Owner. He has also presented webinars about technology and reporting in the construction industry.

Rich King, CPA, CCIFP

Rich King, CPA, CCIFP

Treasurer/Chief Financial Officer

Schlouch Incorporated

Richard King, CPA, CCIFP is Treasurer/Chief Financial Officer at Schlouch Incorporated in Blandon, PA. He manages all aspects of accounting, finance, IT, insurance, human resources, and administration. Rich, a graduate of Bloomsburg University of Pennsylvania and has over 30 years’ experience in public accounting and industry. He has spoken at CFMA conferences, software users’ groups, and trade association meetings. Rich is a founding member and past President of the Berks-Lehigh Valley Chapter. He has served on CFMA’s Executive Committee and as Co-Chair for the Conference Planning and Heavy/Highway Committees. Rich received CFMA’s Deborah Hahn Memorial Award in 2008 and was named CFO of the Year by Lehigh Valley Business in 2015. In 2016, Schlouch Incorporated received AEMP’s Fleet Masters Award.

Elizabeth Lachowicz

Elizabeth Lachowicz

CFMA Instructional Designer

Elizabeth R. Lachowicz, CPLP, is CFMA’s Instructional Designer. Elizabeth develops and maintains CFMA course content and training materials, e.g., CCIFP Overview Seminar and Study Guide. A Certified Professional in Learning and Performance, she has designed, developed, and delivered a wide variety of courseware in corporate and nonprofit organizations, helping thousands learn new skills, improve performance, increase satisfaction, and positively impact the bottom line. She’s delivered and facilitated numerous train-the-trainer sessions and presentations.

Hannu Lindberg

Hannu Lindberg

DPR Construction

Hannu Lindberg is the Director of Virtual Design & Construction (VDC) at DPR Construction, a General Contractor based in Redwood City, CA ranking 16th in the ENR’s Top 400 list by construction revenue in 2016. Hannu is based in Orlando. His primary focus is overseeing the implementation of value driven construction technology and VDC processes across multiple DPR regions and core markets. Hannu’s well rounded experience from a field engineer all the way to a technical VDC director role has provided him with a depth of knowledge in both construction operations and technology implementation, which allow him to skillfully lead and guide project teams leveraging technology to deliver projects better, faster, and smarter. Hannu has a B.S. degree in Architectural Engineering from Vaasa University of Applied Sciences from his native homeland Finland.

Jeff Longenecker, MBA, AFSB, AIS

Jeff Longenecker, MBA, AFSB, AIS

Wharton Surety Consultants

Over thirty years of experience in insurance, surety and financial management. Joined Wharton Surety Consultants in 2005 and is directly responsible business development and client relationship management. Jeff has been instrumental in securing and facilitating surety credit for a wide range of businesses from construction, waste management, real estate development, and service and supply firms. Prior experience: Vice President/Practice Leader of Surety for Commerce Insurance Services, Cherry Hill, NJ from 1999 to 2005, Vice President/Treasurer of J.A. Montgomery Insurance Services, Wilmington, DE from 1991 to 1999. Presently serves on several non-profit advisory boards and as chairman of the CFMA Bench marker committee.

James C. Lundy, Jr.

James C. Lundy, Jr.

Nashville Tax/Construction Partner

Marcum, LLP

Jim Lundy is a partner in Marcum's Tax & Business Services division in Nashville, and a member of the national Construction Industry Practice group. With more than 30 years of experience in both public and private practice, Jim 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.

Jan McInnis

Jan McInnis

Professional Keynote Speaker/Clean Comedian

The WorkLady

Jan McInnis, a professional speaker and comedienne, is constantly “finding the funny” in life. She – and the audiences who continually rate her programs “hilarious” – wouldn’t have it any other way. Inspired by 15 years as a marketing director in the 9 to 5 world, Jan has cornered the association and corporate convention market. And over the past 22+ years on the full-time speaking circuit, she has spoken at hundreds of conferences, employee retreats and banquets held by such groups as Anthem Blue-Cross, the American Heart Association, the Federal Reserve Banks, and the Mayo Clinic. Jan was featured in the Wall Street Journal as one of the top convention comedians whose material is clean and in the Washington Post for her clean comedy writing. Jan has a knack for humorous analysis, which enables her to keep her audiences laughing, not just with a comedy show, but also with some of her keynotes such as “Finding the Funny in Change.” In this keynote, she shows people how to use humor to handle change.

Rob McKinney

Rob McKinney

Rob McKinney began his career in construction as the Safety Director for J.M. Wilkerson, a construction GC based in Marietta, GA. Rob furthered his construction and risk management experience at companies like New South Construction and XL Catlin Insurance. Rob has developed a mobile device program centered around applications used on tablets and smartphones. The purpose of this program is to research and implement new apps and devices to improve workflows. The end goal of the project is to save field staff time and money by streamlining processes and creating a more collaborative work environment. Rob is currently serving as the Chairman of the Associated General Contractors (AGC) of Georgia Technology Committee and is a member of the Associated General Contractors (AGC) of America IT Forum Steering Committee. Rob is now a Consultant for JBKnowledge, Inc., a provider of technology solutions for the construction and insurance industries. The company is headquartered in Bryan/College Station, TX with offices in North America and South America.

Michael McLin

Michael McLin

Managing Director

Maxim Consulting Group

Michael McLin is the Managing Director at Maxim Consulting Group responsible for leading the business and guiding the strategic direction. Michael works with construction-related firms of all sizes to evaluate business practices and assist with management challenges. Having worked in the industry, Michael has developed a practical and objective perspective to solving business challenges. Mr. He is a nationally recognized, dynamic public speaker and published author that works with many NECA contractors and chapters to achieve Best in Class results.

Alex Miller

Alex Miller

FMI Capital Advisors, Inc.

Alex Miller is a managing director with FMI Capital Advisors, Inc., FMI Corporation’s registered Investment Banking subsidiary. Alex works with engineering and construction industry firms across the country and internationally, focusing on merger and acquisitions, growth strategy, ownership transfers, and valuations. Alex has written numerous articles on mergers and acquisition trends in the E&C industry and speaks often to industry groups about overall industry trends, mergers and acquisitions, international interest in the U.S. construction market, and ownership transfer issues. Prior to joining FMI, Alex was with River Capital, a middle market private equity firm based in Atlanta, where he was responsible for sourcing and executing acquisitions of privately held companies and serving on the board of the firm’s portfolio companies. Prior to River Capital, Alex was with Raymond James’ Investment Banking Group, where he assisted private equity firms and middle market companies and was active in mergers and acquisitions, private placements and public offerings. Alex received his bachelor’s degree from the University of North Carolina. He also holds his Limited Representative-Investment Banking license (Series 79) and Uniform Securities Agent license (Series 63) from the Securities and Exchange Commission and FINRA.

Pat Monea,, CPA

Pat Monea,, CPA

Granger Construction Co.

Patrick D. Monea, CCIFP, CPA, is Vice President/Chief Financial Officer of the Granger Construction Company in Lansing, MI, since 1994. An active member of CFMA, Pat served as President in 2000-2001, and is a past President and founding board member of both the Greater Detroit and Lansing Chapters of CFMA. He has received CFMA’s Debra Hahn Memorial Award and the Danny B. Parrish Outstanding Leadership Award.

Christian Moreno

Christian Moreno

Vice President

Lockton

Christian Moreno is an expert in health and welfare plans for mid- to large-size employers. With more than 20 years of specialized industry experience, his expertise includes risk management, narrow/specialty networks, and self-funded health plan design. Christian speaks frequently to human resource professionals and corporate financial managers throughout the U.S. on a wide range of topics. In 2006, Christian co-founded Health at Work Wellness Actuaries LLC, an actuarial and health and welfare consulting firm. Following the 2007 purchase of his company by Cooper Aerobics Center, Christian served as vice president, executive director, and practice leader of Cooper Benefits. Early in his career, Christian gained international experience working with NMG Consultants and Actuaries in South Africa and Southeast Asia. There he helped implement consumer-driven health plans and wellness solutions to employers in the large and mid-market before similar insurance models began launching in the U.S. Christian speaks frequently to human resource professionals and corporate financial managers. He has authored for CFMA Building Profits and presented at CFMA’s Annual Conference and at several CFMA chapter meetings over the past three years. He has also been featured several times in the Dallas Business Journal for his innovative insurance plan designs and wellness solutions.

Thomas Mulvihill

Thomas Mulvihill

Managing Director

KeyBanc Capital Markets

Tom Mulvihill is a Managing Director and Group Head of KeyBanc Capital Market’s Infrastructure and Public-Private Partnerships (P3) Business. He brings more than 20 years of U.S. Capital Markets experience from both public and project finance. Tom’s experience includes strategic and financial advisory services, transaction structuring, procurement and execution for clients in the transportation, social infrastructure and utility sectors. Prior to joining Key, Tom was a Managing Director with KPMG Corporate Finance in their Infrastructure Advisory practice focusing on Public-Private Partnerships. He served many state and municipal clients including Departments of Transportation in Florida, Virginia, Pennsylvania and Massachusetts, the Commonwealth of Puerto Rico, the Dormitory Authority of the State of New York, the City of New York, Miami-Dade County, Nassau County, and Amtrak.

Joe Patti, CCIFP

Joe Patti, CCIFP

Chief Financial Officer

Consolidated Carpet

In his role as Chief Financial Officer, Joe is responsible for all financial aspects of the company. Using a range of financial strategies, Joe has improved the cash position of the company, and works daily to maximize profits by assisting operations in tracking projects and managing overhead. Joe is instrumental in restructuring and implementing processes that help individuals and leaders better track their projects and expenditures. With over 27 years of construction experience at various levels in the construction supply chain, Joe’s expertise includes all aspects of the chief financial officer position, such as: cash management, job cost analysis, general ledger duties, and financial statement analysis. Joe is a proven leader and has been for more than two decades. Joe is a Certified Public Accountant and a Certified Construction Industry Financial Professional. He is also the chair of the Conference Planning Task Force of CFMA, and a member of the Education Committee, the Construction Industry Alliance for Suicide Prevention (CIASP), as well as former president and board member of the New Jersey Chapter. He received his Masters of Business Administration (MBA) in Management and Economics from the Leonard Stern School of Business at New York University and a Baccalaureate degree in Accounting and Finance from New York University. He was pursuing his Doctor of Philosophy Degree in Organizational Leadership at Northcentral University and in dissertation phase, where he has stopped to fully engage in his new role at Consolidated Carpet. Joe is involved heavily in his community, as he is an active Emergency Medical Technician (EMT) in the town of Hillsdale, NJ. He was Captain last year of the Hillsdale Volunteer Ambulance Corps, a member of Westwood Elks, and former Boys President of Hillsdale Baseball for five years. Joe is very involved in the lives of his two sons, Ryan (21, scheduled to graduate from Seton Hall University in May, 2018) and Nick (18, scheduled to attend the University of Pittsburgh in May, 2018 on a football scholarship), who are his pride and joy. He lives with Maria, his fiancee’, and they plan their nuptials in the summer of 2019.

William H. Perkins

William H. Perkins

Senior Training Specialist

Liberty Mutual

William Perkins is the Senior Training Specialist for Liberty Mutual. He graduated from Loyola University of the South and later joined a family-owned insurance agency in Orlando, FL. After more than 12 years as a commercial insurance sales agent, Bill was hired by the Florida Association of Insurance Agents (FAIA) in 1993 as a commercial lines instructor. In addition to teaching the principal commercial insurance disciplines of business auto, commercial general liability, property, and workers’ comp, Bill has interests in longshore and maritime employment coverage issues. He was also responsible for FAIA’s annual Legislative Roundup sessions. Bill formerly served on the National Council on Compensation Insurance (NCCI) Florida Appeals Board, the Independent Insurance Agents and Brokers Association’s (IIABA) Technical Affairs Committee and a member of the Mid America Insurance Conference. Additionally, he was the Florida coordinator of ABEN, the Agent and Broker Education Network. In September 2014, Bill joined Liberty Mutual as the Midwest region’s Senior Training specialist. His duties involve providing commercial insurance training and education for the states of Illinois, Indiana, Iowa, Michigan, Minnesota, Nebraska, Wisconsin, and the Dakotas. Bill has earned the Accredited Advisor in Insurance (AAI), the Associate in Risk Management (ARM), and Construction Risk and Insurance Specialist (CRIS) designations. A frequent speaker at International Risk Management Institute’s Construction Risk Conference, Perkins received IRMI’s Words of Wisdom (WOW) Award in 2001. He was awarded the Independent Insurance Agents and Brokers of America Spirit of Education Award in 2013.

Dave Pesce, CCIFP

Dave Pesce, CCIFP

Senior VP

Navigators Management Company

David Pesce, CCIFP, is Senior Vice President of Navigators Management Company where he is the head of surety leading Navigators’ expansion of their surety department including expansions in Standard Contract, Small/Secured Contract, and Environmental Surety. David is a graduate of Lafayette College in Easton, PA with a BS in Mathematics. Upon graduation he began his surety career and held various underwriting and management positions. He has served as President of the Florida Surety Association, is a past chairman of the National Association of Independent Sureties, is currently a Board Member of The Institute for Certified Construction Industry Financial Professionals (ICCIFP) and is a member of AGC, CFMA, Surety Association of America, and an associate member of NASBP.

Bryan Porter

Bryan Porter

Director, Construction Services Lead

Ellin & Tucker

Bryan Porter is a Director in the Audit, Accounting and Consulting Department of the Baltimore-based CPA firm Ellin & Tucker. Bryan is a well-respected leader of the firm’s Construction Services Group and has been with the firm for more than a decade. He has an exceptional grasp of the accounting, finance, surety, and construction market factors that impact contractors on a regular basis. He advises construction firms on a variety of critical topics including profitability strategies, bank negotiation assistance, traditional accounting services, contract estimating and bidding processes, and more. Bryan has shared his expertise with several national construction trade publications, including CFMA's webinar series.

Brian Riggs

Brian Riggs

President

Dialogue Shop

Brian Riggs received his undergraduate degree from the University of North Carolina at Greensboro and went on to receive his MA in History from Rutgers University. After his Master’s degree he went on to work for the National Constitution Center in Philadelphia, PA. Here he spent several years as a resident historian managing the Center’s historical content, research and public history program. In 2007 he was hired by Association Headquarters (AH), an association management firm in Mount Laurel, NJ, as the research and business development assistant. Over the next few years Brian became a member of the leadership team at AH helping associations and professional societies develop sound and sustainable strategies while overseeing the business development and marketing teams within the company. In 2015, he joined AMR Management Services as the Vice President of Development and Innovation where he consults with client boards of directors on issues including leadership development, innovation and new product development as well as key issues including organizational engagement and organizational growth. Brian has also served as a volunteer leader for many organizations including the Association Management Company Institute, the ASAE Research Committee, the ASAE Annual Conference Design and Review Committee, and the Coalition Against Childhood Cancer.

Antony Sanacory

Antony Sanacory

Partner

Hudson Parrott Walker

Antony 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. Anthony has represented clients and is familiar with strategies and procedures in federal court, state court, arbitration, and other alternative dispute resolution processes. He represents owners and contractors with revenues from $10 million to several billion annually. Anthony 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 CFMA's Georgia Chapter and organizes an annual conference for Georgia construction.

Michael Sardo

Michael Sardo

Chief Financial Officer

W. L. Gary Company, Inc.

Michael Sardo is the CFO of W. L. Gary Company, Inc., a Full Service Mechanical Contractor providing solutions to clients in the Mid-Atlantic Region. He has been with the company for twelve years. Prior to joining Gary Company, Michael has worked in the construction and real estate industry for two general contractors, an electrical contractor and two real estate developers focusing on the accounting and administrative aspects of the construction industry over his 30-year professional career. He is an active member of the Greater Washington DC Chapter of CFMA and a member of the AICPA. During his career, he has earned his CPA, CMA and CCIFP certifications while serving the Construction industry.

Eric S. Sauer, P.E.

Eric S. Sauer, P.E.

Mr. Sauer received his Bachelor of Science degree in Mechanical Engineering from the University of Toledo. He is responsible for investigating and analyzing mechanical engineering projects, specializing in low- and high-speed motor vehicle accident reconstruction analysis, component and product failure analysis, and support of material science investigations. His expertise includes design, testing, and failure analysis of vehicle braking systems, including actuation and computer-controlled braking systems. Prior to coming to S-E-A, Mr. Sauer worked for a large, Tier 1 braking supplier where he designed, developed, and tested vehicle braking systems and braking components. He is a registered professional engineer in the State of Florida. Mr. Sauer has received additional training, education, and experience in vehicular accident reconstruction during his tenure at S-E-A. He is a member of the American Society of Mechanical Engineers (ASME) and the Society of Automotive Engineers (SAE).

Richard Sexton

Richard Sexton

Principal

LDR

Rich Sexton is a Principal and co-founder of LDR, which is a growth & innovation advisory firm that delivers rapid and sustainable results by combining military discipline with design thinking. Rich leads deals research, design and analysis. Prior to LDR, Rich deployed to Iraq as a platoon leader and then finished his military career working as a special operations representative in the U.S. Embassy in Lima, Peru. Rich earned his undergraduate degree from Mercer University with a degree in finance and is a graduate of the Fuqua School of Business from Duke University. He is an ambassador and sits on the board of Operation Pay It Forward and E210, respectively.

Beth Soukup, CPA

Beth Soukup, CPA

Executive Vice President, Chief Financial Officer

JE Dunn Construction

Beth Soukup became Chief Financial Officer with JE Dunn in June 2014. Prior to joining JE Dunn, Beth had 28 years of experience with McGladrey LLP, the fifth largest public accounting firm in the U.S. As the Chief Financial Officer, Beth has the primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activity of the company. This includes direct responsibility for accounting, finance, forecasting, job costing, shareholder relationships, and corporate compliance.

Sally Spencer-Thomas

Sally Spencer-Thomas

Owner

Sally Spencer-Thomas, LLC

Sally Spencer-Thomas is a clinical psychologist, inspirational international speaker, impact entrepreneur, and survivor of suicide loss, she sees the issues of suicide prevention and mental health promotion from many perspectives. Sally was moved to work in suicide prevention after her younger brother died of suicide after a difficult battle with bipolar condition. Known nationally and internationally as an innovator in social change, Sally has helped start up many national initiatives like the nation's first comprehensive workplace program designed to help employers with the successful prevention, intervention, and crisis management of suicide. Most of her current work focuses on suicide prevention in construction. In 2016 she was an invited speaker at the White House and in 2017 gave her first TEDx Talk.

Vickie Spotts, CPA, CCIFP

Vickie Spotts, CPA, CCIFP

CFO

Zartman Construction, Inc.

Vickie Spotts, CPA, CCIFP is the CFO at Zartman Construction, Inc., a mid-sized GC in Northumberland, PA. Vickie is responsible for all finance and treasury activities. She manages the accounting staff, the project management/accounting software system, and acts as a liaison to the banking and bonding industries. Vickie has been a member of CFMA’s Central PA Chapter since 1993, where she served as President, Vice President, and Board Member. She also served on CFMA’s Mid Atlantic Conference Steering Committee and served as Chairman for a few years. Vickie was CFMA’s Chairman in 2008-2009 after serving as Treasurer and Vice Chairman. During her year as Chairman, CFMA developed the CONFINDEX, held our first Educational Webinar, and focused the Officers and HQ staff on visiting CFMA chapters for meetings, social functions, and strategic planning. She has also served on Committees such as the Executive, Leadership, Chapter Resource and Conference Planning. She actively participated on such Task Forces as the Peer Groups and E-Book Task Force. She is an alumnus of CFMA’s Spring Creek and helped establish the National Mentoring Program. Vickie co-authored CFMA’s course, “Practical Leadership Strategies of the Emerging CFM.” Vickie has a BS degree from York College of PA where she majored in Accounting and minored in Finance. She has over 25 years of experience in managing finance in the construction industry.

Tony Stagliano, CPA, CCIFP

Tony Stagliano, CPA, CCIFP

Mayer Hoffman McCann P.C.

Tony is a CPA, and Shareholder in, Mayer Hoffman McCann P.C. (MHM) an independent CPA firm and a Director in CBIZ MHM, LLC (CBIZ) - Plymouth Meeting office. Tony is a National Director of Construction Industry Services with over forty years of experience working exclusively with construction industry clients. A graduate of Villanova University, Tony is frequently asked to write and speak on construction industry topics both locally and nationally. He’s a member of the Board of Advisors and writes articles for the Construction Accounting and Taxation publication. Tony chaired CFMA’s Education Committee and Accounting and Reporting Committees. He is a past CFMA national Secretary and a member of their Executive Committee several times. Tony is a national recipient of CFMA’s Debra Hahn Memorial Award, the Danny B. Parrish Outstanding Leadership Award and the Joe Quigley Award. He was the first Associate Member of the Year honored by the Philadelphia Chapter. Tony is an active member of several other construction associations including the General Building Contractors Association (GBCA) of Philadelphia, the Contractors Association of Eastern PA (CAEP), the Associated Builders and Contractors (ABC) of Eastern PA including the past Treasurer of ABC national, the Subcontractors Association of Delaware Valley (SADV) and the Suburban Contractors Association (SCA). Tony is a Certified Construction Industry Financial Professional (CCIFP) and he co-chaired the CCIFP Examination Development Committee. He also co-authored the all day CCIFP Overview study course. In 2017 he received the ICCIFPs Founders Award. Tony is a member of the Pennsylvania Institute of CPAs (PICPA) and the American Institute of CPAs (AICPA).

Greg Stefan

Greg Stefan

Vice President

Arch Insurance Group

Greg Stefan, CSP, ARM, ALCM, is Vice President, Construction Risk Control, at Arch Insurance Group. Greg and his team support Arch’s Construction Underwriting and Claims teams in account selection, risk improvement, and claim mitigation activities. He is also responsible for high-risk liability claim reduction initiatives including contractual risk transfer, construction defect prevention, and work zone liability management. Greg is a regular author of various industry publications and newsletters, including CFMA Building Profits, the Talking Heavy newsletter, and Construction Business Owner. He is a frequent presenter at national and regional construction industry conferences and events for CFMA, AGC, United Contractors (formerly EUCA), and the National Work Zone Safety Conference. Greg has a BS in Mechanical Engineering with minors in Business Administration and Economics from New Mexico State University in Las Cruces, NM.

Jeff Stewart

Jeff Stewart

Attorney

White and Williams, LLP

Jeff Stewart focuses his practice on labor and employment matters. He represents business, governmental and not-for-profit employers in all phases of labor and employment law matters. Jeff defends employment actions related to workplace discrimination and harassment, wrongful termination, wage and hour disputes, and whistleblower claims. Jeff's clients appreciate his desire to get to know the unique aspects of their businesses and his ability to then apply the law to their particular circumstances. He counsels clients about non-compete agreements, sexual harassment investigations, FLSA compliance, unemployment compensation, and drafting employment policies and handbooks. Jeff also tries cases before the National Labor Relations Board and the Pennsylvania Labor Relations Board. He handles unfair labor practice charges, unit clarification hearings, and grievance arbitration. He counsels employers in union avoidance and has helped his clients successfully defeat union representation elections. Jeff serves as lead negotiator during collective bargaining and advises his clients on all aspects of strikes, lockouts, and mass picketing. In addition to his private-sector clients, Jeff represents municipalities with respect to their labor unions. Jeff also conducts training for employers in such areas as sexual harassment, supervisor skills, how to properly discipline employees and union avoidance. He is known for his energetic and engaging seminars, as well as his ability to make attendees look at subjects in a different light. In addition to his law practice, Jeff teaches Labor & Employment Law courses for DeSales University and Moravian College. He is a former member of the board of directors of the Lehigh Valley Chapter of the Society of Human Resource Management and chair of its Legislative Committee.

Gary Stirbis

Gary Stirbis

Tax Director

Moss Adams

Gary Stirbis is the director of Moss Adams' Tax Controversy & Dispute Resolution Practice. He manages major IRS engagements for clients and handles all aspects of representation before the IRS, including audits, appeals, collections, excise taxes, private letter rulings, and various procedural matters. Gary previously worked for the Office of Chief Counsel for the IRS, providing advice to its field agents and the Office of Appeals on all matters pertaining to the interpretation, administration, and enforcement of Internal Revenue laws. He further represented the IRS in the U.S. Tax Court and provided other legal support needed by IRS personnel.

Garrett Sullivan

Garrett Sullivan

President

Sullivan & Associates, Inc.

Garrett Sullivan is a construction industry veteran whose thirty four year career has spanned the entire management spectrum from his high school day's summer help laborer through the ranks in the field and office in virtually all positions. Mr. Sullivan has worked for both small as well as a large publicly traded construction company. In 1985, Mr. Sullivan co-founded Kaikor Construction which he continued to grow in size and which completed hundreds of public and private projects throughout Hawaii and the Pacific basin.The company was the winner of number awards for construction excellence and business financial performance. Kaikor was voted a Best place to work during the last year years of his leadership. Mr. Sullivan holds an undergraduate degree in finance and a Masters in Business. He is a Past President of the General Contractors Association of Hawaii, Past President of the Hawaii Chapter of Construction Financial Management Association and was the 2010 US Small Business Person of the Year for the Island of Oahu, Hawaii.

Brian Summers

Brian Summers

VP of Operations

CFMA

Brian Summers, CAE, is CFMA's Vice President of Operations. In addition to overseeing operations at CFMA, Brian specifically heads up the development and delivery of CFMA’s education. He has served in many leadership roles within CFMA, including co-chairing the Financial Survey, Education, and Conference Planning Committees. In 2013-14 he led the Web Live course development and in 2011 was also the lead on CFMA’s website revamping project. Brian received a BS in Business Administration at Wilkes University and achieved ASAE’s Certified Association Executive (CAE) designation 2008. He was the recipient of CFMA’s 2014 Chairman’s Award, has presented and written numerous times for the ASAE/MASAE, and has also served as MASAE President in 2010.

Erik Therwanger

Erik Therwanger

Owner | Founder

Think GREAT, LLC

Erik Therwanger is the founder of Think GREAT and draws from his experiences as a U.S. Marine, executive business leader, sales professional, and entrepreneur to help organizations achieve new levels of success. He uniquely combines leadership development, team building, sales training, and goal-setting into strategies and techniques that empower team members and leaders to exceed expectations. Erik has inspired audiences at companies such as US Bank, Sam’s Club, Shutterfly, RE/MAX, Hubbard Broadcasting, Thomson Reuters, U.S. Foods, armed services commands ranging from the Air National Guard to the U.S. Marine Corps, charities like The American Cancer Society, law enforcement and government agencies, and organizations in the health care and education industries. Think GREAT is a Certified Veteran-Owned Business and Erik is also author of The Think GREAT Collection.

Mike Vorster

Mike Vorster

Mike Vorster is the President of C.E.M.P.Central Inc. and the David H. Burrows Professor Emeritus at Virginia Tech. He is a consultant to various companies in equipment management and has presented a number of seminars and short courses focusing on the management of Construction Equipment. Mike is the author of Construction Equipment Economics and leads in the design and presentation of the Construction Equipment Management Program. He holds a BS in Civil Engineering, an MBA from the University of Cape Town and a PhD from the University of Stellenbosch and is a member of the National Academy of Construction.

Michelle Walker

Michelle Walker

VP Finance & Administration

SSC

Michelle Walker, CCIFP, SPHR is the Vice President of Finance and Administration at Specialized Services Company in Arizona. Michelle is responsible for the accounting/finance and human resource/employee benefit functions of the company with a primary focus in workforce planning and development. She works closely with the ownership as a member of the executive team on strategic planning, succession, compliance, safety, and IT matters. Michelle earned her CCIFP designation in December 2014 and her Senior Professional in Human Resources certification in December 2015. Michelle is past president of CFMA’s Valley of the Sun Chapter where she has been a member since 2009. She is Chair of CFMA's Construction Industry Alliance for Suicide Prevention Task Force and is passionate about furthering the life-saving mission of suicide prevention.

Marj Weber, CCIFP

Marj Weber, CCIFP

CFO and Treasurer

Irontree Construction

Marj Weber, CCIFP, is CFO and Treasurer of Irontree Construction, a plumbing subcontractor in Mesa, Arizona. During her more than 35 years at Irontree, she has been responsible for all of the accounting, banking and credit, risk management, and human resources areas, including supervision of staff. Marj has been an active member of CFMA’s Valley of the Sun Chapter since 1994 and has served as past chapter president. Her National involvement includes Education, Conference Planning, Sub-Specialty Task Force, Finance & Budget, Strategic Planning, Succession Planning, and Executive Committees. She frequently presents on issues relevant to the industry. As Chairman of ICCIFP in 2009-10, she spearheaded the Strategic Planning process; served as Vice Chair of the Examination Development Committee; and formed a task force to investigate the Accreditation process for the CCIFP designation. In recognition of her contributions to CFMA, both locally and nationally, Marj received the Joe Quigley Memorial Award in 2004 and the Debra Hahn Memorial Award in 2015.

Chris Wilkinson

Chris Wilkinson

Principal

Crowe Horwath LLP

Chris is a CISSP and a CRISC and has over 18 years of experience performing cybersecurity and third party risk services. He has performed and managed numerous projects and programs helping clients assess, design, and run components of organization's cybersecurity and third party risk programs.

Ronald Williams

Ronald Williams

Co-Chair Construction Law Group

Fox Rothschild

Ronald Williams is co-chair of the Construction Law Group at Fox Rothschild, a national law firm with more than 800 attorneys in 21 offices nationwide. He focuses his practice on construction litigation, construction contract negotiation and has significant experience analyzing the risks and costs in major construction contracts. In more than 25 years of litigation in the state and federal courts, Ron has established a track record of success in prosecuting and defending construction defect claims against builders and developers. His experience includes claims involving structural components, product performance issues, water penetration and mold, and insurance coverage issues. Ron also handles a wide range of complex commercial litigation and class actions, including medical monitoring and claims for property and personal injury loss.

Claire Williamson

Claire Williamson

Partner

Hudson Parrott Walker

Claire Williamson centers her practice on commercial litigation, with an emphasis on construction and employment litigation. In her construction practice, Claire represents primarily GCs, specialty subcontractors, and owners in a broad range of disputes. Her experience includes litigation, mediation, and arbitration of construction defects, design errors and omissions, schedule delays, professional negligence, defaults, and payment disputes. She devotes a portion of her practice to drafting and negotiating contract documents, including contractor-subcontractor and design-build agreements. Though she represents a variety of employers in her work, her experience as a construction litigator gives her unique insight when advising contractor-clients in employment disputes. She has successfully defended her clients in cases involving allegations of discrimination, harassment, retaliation, failure to accommodate, theft of trade secrets, violation of restrictive covenants, and interference with protected rights under various federal and state statutes. In addition to litigation, she counsels her clients on matters such as hiring, terminations, and employment policies and handbooks to ensure best practices are followed.

Tim Wilson

Tim Wilson

National Industry Partner

BKD

Tim Wilson, CPA, is national industry partner for BKD National Construction & Real Estate Group. He has more than 30 years of experience performing audit, accounting, tax, and management consulting services in various industries. He assists clients in the areas of business and strategic planning, operational and control reviews, mergers, acquisitions and consolidations, financial forecasts, feasibility studies, valuations, business process improvements, and audit and tax issues. In addition, he leads BKD’s firmwide Federal Acquisition Regulation (FAR) and Cost Accounting Standards (CAS) practice. Tim is a member of the American Institute of CPAs (AICPA), Missouri Society of CPAs, The Associated General Contractors (AGC) of America, and CFMA.

Todd Wynne

Todd Wynne

Director of Applied Technology

Rogers-O’Brien Construction

Todd Wynne is Director of Applied Technology for Rogers-O’Brien Construction, where he is responsible for the implementation of new technologies and developing innovative processes to advance the company’s methods of building. Todd’s interest in construction technology started early in his career when he introduced several innovative solutions to his project teams while working on the Gateway Church in Southlake, TX and then the Forest Park Hospital in Frisco, TX. Joining Rogers-O’Brien Construction where he is known by the operations staff as “the iPad Guy,” Todd is on a mission to get accurate data to workers with “wrench in hand.” He does this by seeking out and researching the latest mobile hardware and software applications, and developing simple procedures to effectively apply usage and ensure interoperability of all technologies. A couple of Innovations introduced by Todd include Digital Documents, now implemented throughout Rogers-O’Brien, and the use of project-based communication platforms that capture project team correspondence, record progress, and track quality compliance. Over the last five years, Todd has been key to Rogers-O’Brien’s reputation as a technology leader in the construction industry. He has been a noted construction technology speaker at the ENR FutureTech, BIM Forum, CanBIM, Texas Society of Architects, Apple, NASA Johnson Space Center, OSHA, American Subcontractors Association, AIA and numerous other BIM symposiums. Recently he was honored as industry innovator at the Bluebeam eXtreme Conference. Todd was an original Google Glass beta tester, and has been published in leading industry outlets including Construction Executive, Building Design + Construction, and Engineering News-Record.

Jon Zeiler, CPA, CCIFP

Jon Zeiler, CPA, CCIFP

Partner

Crowe Horwath LLP

Jon Zeiler, CPA, CCIFP, has more than 18 years of public accounting experience working specifically with contractors. He has worked with all types of contractors providing audit, tax, risk, and a variety of other services including acquisition due diligence, internal procedure, and process best practices, ownership succession planning, and various other services. He also has five years of experience working for a GC. Jon has been significantly involved with the Chicago CFMA Chapter and has presented at several local and national CFMA events on a variety of topics.