Kimpton Hotel Palomar Phoenix

9.23.18 - 9.25.18

Registration Countdown!






Earn up to 14 CPE Credits!

The agenda was created to combine flexibility and maximum impact while also providing unique networking environments.


Sunday, September 23

2:00 pm - 4:00 pm

“Active Shooter & Workplace Violence: Prepare, Act and Survive”

David J. Spotts


In reality, an "active shooter incident" is somewhat of a misnomer.  An active shooting situation is more accurately defined as the use of hybrid targeted violence to commit mass murder.  It is one of the most horrifying experiences that can occur.  Unfortunately, in today's society, it is something we should discuss, understand and for which we must be prepared.


This presentation will commence with a review of the general characteristics of these incidents as well as the perpetrators.  We will then discuss how to prepare, respond and recover if an active shooting event occurs at your work environment.  This portion will include situational awareness; situational comprehension; individual and institutional preparedness; immediate actions steps; tactical options, including the run-hide-fight principle; emergency services response, including appropriate interactions with first responders; and some suggested steps for recovery.


We will conclude the session with a Q&A segment and a list of available resources for continuing preparedness.



  • Understanding limitations and review of terminology
  • General review of past incidents, including perpetrator motivations
  • Planning and preparedness
  • Response options to an active shooting event
  • Interaction with emergency responders
  • Suggested recovery actions
  • Available resources


Level: Overview

2.0 CPE Credits in Specialized Knowledge

12:00 pm - 7:00 pm

5:30 pm - 7:00 pm


Monday, September 24

7:00 am - 8:00 am

8:00 am - 8:30 am

Welcome, General Info, Opening Remarks, CFMA HQ Update

8:30 am - 9:45 am

"Understanding Critical Contract Provisions:  What you Don’t Know Can Hurt You "

Theresa Tate, Crawford & Bangs

Michael Holden, Holden Willits PLC


Summary:  An excessively risky contract is a recipe for financial disaster.  Risk management should start before the project begins by employing strategies to manage the risks in your construction contract.  Risk transfer from owner to contractor, and contractor to subcontractors has become more complicated and unbalanced than ever.  Understanding these risks by identifying the “murder” clauses within a contract and employing tools to negotiate better terms or at least mitigate the risks during construction is critical for successful project.  Attorneys Theresa Tate (California) and Michael Holden (Arizona) will identify the risks inherent in the most onerous clauses, suggest possible modifications to balance the risks, and provide insights on how to manage the contractual risks during construction.


Learning Objectives:

1.  Appreciating the inherent risk in contracts;

2.  How to spot project "killer" clauses;

3.  Understand critical clauses in the standard form contracts (AIA and ConsensusDocs);

4.  Cut through lengthy and confusing legal language;

5.  Essential tools for negotiating profitable contracts;


Level: Overview

1.5 CPE Credits in Specialized Knowledge

9:45 am - 10:15 am

10:15 am - 11:30 am

"Legislative Panel- How the Sausage Gets Made"

Moderator: Kevin Booth, WestCor Companies


Mike Gardner, Principal of Triadvocates

David James, FNF Construction, Inc.

Marj Weber, Irontree Construction


Ever been frustrated with an existing law in your state, especially when it impacts your job as CFO of a Construction Company?  And did you tell yourself, “nothing I can do about it, so just learn to live with it”?  This panel of CFMs and a state lobbyist has worked within their State Legislatures to make a difference and change the laws critical to their companies and their States.


After attending this session you will:

  • Find out how CFMA members can contribute and help change law.
  • Learn about the process - the good and the BAD!
  • Know how to foster relationships with Legislators and Lobbyists for the benefit of all.
  • Understand how the legislative mechanics work and how important compromise can be.


Level: Overview

1.5 CPE Credits in Specialized Knowledge

11:30 am - 12:30 pm

12:30 pm - 1:40 pm

"Understanding the Relationship Between Economic Growth, Public Policy, and the Broader Business Cycle”

Jim Rounds, Rounds Consulting Group


The program will include a robust economic update at the national, state and local levels, as well as a discussion of how politics and public policy have impacted the numbers.


The objective is to not only better understand what data is important to track, but to also learn how to interpret what is tabulated and project how things may change over the next decade.


Level: Update

1.5 CPE Credits in Specialized Knowledge

1:45 pm - 3:00 pm

"Cyber Threats: An FBI Perspective"

Supervisory Special Agent (SSA) Martin E. Hellmer, FBI


A Supervisory Special Agent from the Federal Bureau of Investigation will share insights regarding the current cyber threat landscape and the FBI’s posture to prevent and investigate computer crimes.


Participants will leave the session with a better understanding of:

  • Common vulnerabilities
  • Criminal motivations
  • Criminal modus operandi
  • Trending fraud schemes


Level: Overview

1.5 CPE Credits in Specialized Knowledge

Sponsored By:

3:00 pm - 3:30 pm

3:30 pm - 5:00 pm

"Building a Mad Scientist: Driving New Innovation at Complacent Companies"

James Benham, JB Knowledge, Inc.


What does it mean to be a "Mad Scientist"? While the term may conjure images of white lab coats and unkempt hair, James Benham argues a "Mad Scientist" is someone willing to disrupt the status quo and experiment in hopes of breaking down inefficiencies. In this presentation, James Benham challenges contractors to cultivate Mad Scientists within their teams to lead technology research and development efforts. Learn how to create a culture of innovation at your construction company by giving your team the tools and space to creatively solve problems with technology.


Learning Objectives

  • Review the historical context of thought-leaders throughout the ages who were deemed "Mad Scientists of Technology."
  • Identify the modern tools and processes today's innovators use to evaluate and test technology on projects.
  • Explorer how practical application of technology, curiosity, experimentation, and 'tinkering' can be used to awaken today's generation of mad scientists.


Level: Overview

1.5 CPE Credits in Computer Science

5:30 pm - 7:30 pm


Tuesday, September 25

7:00 am - 8:00 am

8:00 am - 9:20 am

"Keynote 2: Making Your Message Memorable: Presentations"

Anthony Huey, Reputation Management, LLC


It's not just what you say, it's how you say it.

Whether you realize it or not, your communication skills are constantly being judged by others, often subconsciously. How you communicate in everything from casual conversations to formal presentations can be the difference between success and failure. Don’t miss what is often your only opportunity to connect and leave a lasting impression.


These highly interactive, hands-on sessions teach effective ways to communicate your message to a wide variety of audiences you deal with every day, including customers, prospects, internal staff, boards of directors, management, community partners, the news media, elected officials, investors, and many others.


Attendees will leave the session with:

  • Jaw-dropping techniques to reduce nervousness
  • A revolutionary new approach to creating effective presentations
  • Proven techniques to leave a positive, memorable impression on an audience
  • Advice on how to speak from PowerPoint...the correct way
  • Four specific response techniques to answer any question from the audience
  • A training plan to reduce those pesky “ummms” and “ahhhhs”
  • Tips on how to more effectively use hand and facial gestures to engage the audience
  • Guidelines on formatting a speech script or speaker’s notes
  • New and more effective ways to present as a team
  • And much, much more!


Level: Overview

1.5 CPE Credits in Specialized Knowledge

Sponsored By:

9:30 am - 10:45 am

“Navigating the Labyrinth of Cyber Insurance.”

Cheryl Dunn Soto, Franklin | Soto LLP

Josh Franklin, Franklin | Soto LLP


Businesses of all sizes have been experiencing data breaches, ransomware attacks, and other cyber events at an alarming and increasing rate over the past few years.  Because the costs associated with these events can be catastrophic, more and more businesses are choosing to protect against these risks, in part, through cyber insurance. Because this coverage is relatively new and not yet addressed by uniform policy language, it can vary dramatically from carrier to carrier based on different coverages, definitions, and exclusions. Additionally, many of the operative terms used in cyber policies have not yet been examined or explained by courts. As a result, there is significant uncertainty about what is actually covered by these relatively new and untested policies. Navigating the Labyrinth of Cyber Insurance will address (1) the most common types of covered cyber risks; (2) key exclusions to be aware of; (3) how to negotiate enhanced coverage; and (4) best practices for tendering claims and responding to claim denials.


Learning Objectives:

  • Why your company needs cyber insurance
  • Important considerations when choosing a cyber policy
  • Key provisions that should be negotiated
  • Exclusions to avoid
  • What to do when you have a claim
  • What to do if your claim is denied


Level: Overview

1.5 CPE Credits in Computer Science

10:45 am - 11:15 am

11:15 am - 12:30 pm

"Death of a Contractor"

Kevin Foley, Madison Concrete Construction


Conduct an autopsy of the many reasons why a GC of 99 years went into bankruptcy and closed its doors. The factors for the failure will be examined and each significant area of business operations will be discussed regarding how it contributed to or failed to prevent the company's demise. Questions from attendees are encouraged.


  • Understand the importance of not only having, but also following, a strategic plan
  • Know why succession planning is key to the operating health of all companies at all times in their life cycles
  • See the importance of knowing your company's core strengths and working within them
  • Assess the importance of set processes and procedures and sticking to them in all situations
  • Take a look at the impact personnel decisions make in the organization, from hiring through handling long-time employees


Level: Update

1.5 CPE Credits in Specialized Knowledge

12:30 pm - 12:45 pm

Closing remarks/Adjourn

Delivery Method:  Group Live

The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Web site:

2018 CFMA Southwest Regional Conference Committee

© Construction Financial Management Association.

All rights reserved.

Orange County Chapter

Travis Foth, Rosendin Electric

Steve Ruelas, Griffith Company

Pam Hummel

Theresa Tate, Crawford & Bangs, LLP

Las Vegas Chapter

Kevin Booth, WestCor Companies

Jim Main, CliftonLarsonAllen

San Diego Chapter

Mandy Irvine, Hoop5 Networks

Jackie Buck, Harper Construction

Valley of the Sun Chapter

Marj Weber, Irontree (Chair)

David Miller, Jokake Construction Services

John Corcoran, CICPAC

Jim Bracy, Willis Towers Watson

Albuquerque Chapter

Kari Juvera, Enterprise Builders Corporation

Justin Adams, Brycon

Inland Empire Chapter

Steve Lords, Arizona Pipeline

Ron Jacobson, Boudreau Pipeline Corporation

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