CEO- JB Knowledge, Inc.
James Benham began writing code at the age of 11 and developed his first application by 14. At 17, he co-managed an ISP, providing dial-up Internet to over 4,000 users. In 2001, James established and is now CEO of JBKnowledge, Inc., an IT services provider and maker of the SmartBidNet, SmartCompliance, SmartInsight and SmartReality cloud solutions.
James frequently contributes to industry publications; he presents on business IT, data security, and innovative software tools at such events as the AGC IT Forum, CFMA's Annual Conference, and MCCA's Annual Conference.
Kevin Booth, CCIFP, CFO- WestCor Companies
Mr. Booth is the Chief Financial Officer for Las Vegas, Nevada based WestCor Companies and its various divisions. WestCor Companies is a group of specialty trade contractors performing framing, concrete, and masonry work on projects throughout the Southwest. Kevin holds a degree in accounting and is a Certified Construction Industry Financial Professional (CCIFP). After gaining experience in the computer industry and then as a controller for 10 years in the hospitality industry, Kevin joined WestCor Companies in 1994. Today, Kevin is an active member and supporter of numerous industry organizations, including the Construction Financial Management Association (CFMA), joining the Las Vegas Chapter in 1994. He is a Past President of the Chapter and currently serves as Treasurer. He is an alumnus of both CFMA’s National Mentoring Program and CFMA at Spring Creek. Kevin has volunteered for numerous committees and task forces including the Sub-Specialty Subcommittee, Chapter Resource Committee, Education Steering Committee, and Conference Program Task Force. He is also a member of the Board of Directors of the Nevada Contractors Association (NCA), an affiliate of AGC of America, and an active member of the Southern Nevada Home Builders Association (SNHBA), an affiliate of the National Association of Home Builders (NAHB) where he previously served on the Community Planning & Development Committee.
Kevin Foley, CCIFP, CPA, CFO- Madison Concrete Construction
Kevin Foley is CFO of Madison Concrete Construction, where he is responsible for all areas of accounting, finance, technology, benefits, and human resources. He has more than 30 years of experience as an accounting professional with 25 years in the construction field. He is past chair of CFMA’s Education Steering Committee. He currently serves on CFMA’s Education Steering Committee and has previously served on the Conference Planning, Finance and Executive Committees. Kevin is a Past President of the Philadelphia Chapter and was honored as "General Member of the Year.”
Best of CFMA's 2014 Conference: The Construction Financial Manager and the CPA - A Partnership
Fundamentals of Ethics
The BASICS of Construction Accounting - Day 1
The BASICS of Construction Accounting - Day 2
The BASICS of Construction Accounting - Day 3
The BASICS of Construction Accounting - Day 4
CFMA's CCIFP Overview - Part III
Managing, Not Scorekeeping
The CFM & the CPA - A Partnership
Ethics? Construction? Really? YES - Let's Get the Conversation Started!
Financial Management for Non-Financial Managers and Construction Project Leaders - Session 1
Financial Management for Non-Financial Managers and Construction Project Leaders - Session 2
CCIFP Overview Seminar: Day 3
Treasury Management, Part I & II- CPE Event
CCIFP Overview Seminar Part III - Budgeting & Planning, HR and Legal
CCIFP Overview Seminar- Part III
Fundamentals of Ethics
CCIFP Overview Seminar - Revised & Updated - Session 3
Treasury Management, Parts 3 & 4
Josh Franklin, Partner- Franklin | Soto LLP
Josh Franklin is a business trial lawyer who has tried nearly fifty jury trials in his career. He handles cases throughout California and beyond, focusing primarily on business litigation and insurance coverage/bad faith litigation. He represents both plaintiffs and defendants in a variety of high-stakes disputes, including class actions, alleging breach of contract and business torts such as fraud, breach of fiduciary duty, negligent misrepresentation, intentional interference with contractual relations, breach of the implied covenant of good faith and fair dealing, and violations of state and federal securities statutes. Josh’s experience before forming Franklin | Soto LLP includes practicing with Arnold & Porter and serving as a Deputy District Attorney in the Economic Crime Unit of the Denver District Attorney’s Office. He has tried a wide variety of cases, ranging from insurance bad faith to securities fraud to first-degree murder, among others.
Mike Gardner, Partner- Triadvocates
Mike Gardner is a partner with Triadvocates which the Arizona Business Journal has ranked as the number one lobbying firm in the state since 2011. In addition, Mike has been nominated multiple times by the Arizona Capitol Times as one of the top lobbyists at the Arizona Capitol.
He represents a wide variety of clients across multiple industries at the state, local and federal level. Mike likes to take on big projects and has been the primary driver of several substantial policy initiatives. His work has led to reforms in Arizona’s tax system, regulatory structure, the public safety pension system - just to name a few.
Mike served three terms in the Arizona House of Representatives and was also Chief of Staff in the Arizona Senate. Prior to serving in office he worked for the Phoenix Symphony Orchestra as the Director of Operations and also led the e-commerce division of Bashas’ grocery stores. This background gives Mike a unique understanding of the needs of business and how to help clients tell their story as they navigate the maze of government.
SSA Martin E. Hellmer, Cyber Task Force- FBI
Supervisory Special Agent (SSA) Martin E. Hellmer currently supervises the FBI's Cyber Task Force in Phoenix, Arizona. SSA Hellmer previously served as a supervisor in the Counterterrorism Division at FBI Headquarters in Washington, DC, and as an investigator of terrorism and white collar crimes in the FBI's Washington, DC, Field Office. He received the 2013 FBI Director’s Award for Outstanding Counterterrorism Investigation for his work on the Waad Ramadan Alwan and Mohanad Hammadi cases. Prior to joining the FBI in 2002, SSA Hellmer practiced as a Certified Public Accountant.
Michael J. Holden- Holden Willits PLC
Michael J. Holden is a member of the Phoenix law firm of Holden Willits PLC. A 1980 graduate of Duke Law School, he has concentrated his practice for 38 years in the areas of construction law, representing primarily owners, contractors, subcontractors, material suppliers and sureties. After 20 years at the Phoenix law firm of Lewis and Roca LLP, Mr. Holden formed his own firm in 2000. The firm name changed in 2007 when founding partner Roger Brodman was appointed as a Maricopa County Superior Court judge.
Holden Willits now has four lawyers and its practice primarily focuses on construction litigation. Holden Willits’ clients include some of the largest and most sophisticated owners, general contractors, subcontractors, material suppliers and sureties in the nation. It also represents lenders, secured creditors and businesses of every variety in disputes involving breaches of contract and debt collection.
Mr. Holden is a frequent author and speaker on a wide range of construction issues. He co-wrote “Developments in Change Order Law,” 1999 WILEY CONSTRUCTION LAW UPDATE, Aspen Law and Business (1999), “Recent Case Law Developments in West Region,” 1998 WILEY CONSTRUCTION LAW UPDATE, Aspen Law and Business (1998), as well as the Arizona chapter in FIFTY STATE PUBLIC CONSTRUCTION CONTRACTING, Wiley Law Publications (1996). He was also a contributing author to the ARIZONA CONSTRUCTION LAW PRACTICE MANUAL, which was published in 2003, 2011 and 2016 by the State Bar of Arizona.
Mr. Holden helped draft the 1989, 1992 and 1998 amendments to the Arizona mechanics’ and materialmen’s lien laws, and he was one of the primary authors of Arizona’s revolutionary private sector prompt payment law enacted in 2000. He also was involved in drafting the 2010 amendments to the prompt pay statutes.
He was the founder and first chairman of the Arizona State Bar Construction Law Section. He is a member of the Arizona Builders’ Alliance (since 1986) and currently serves as general counsel for that association. He is also a member of the American Subcontractors Association of Arizona (Chair, Legal Advisory Council 1993-98, 2006, and Board of Directors 1994-95, 2000-2001); and the American Bar Association Construction Forum Committee and Fidelity and Surety Committee. For the past 13 years, he has been an Adjunct Professor at Arizona State University School of Law teaching a course on Construction Law.
Mr. Holden was elected as a Fellow to the American College of Construction Lawyers in 2011. In addition, he has been selected by his peers to be included in the Best Lawyers in America in the specialty of Construction Law for past several years. In both 2010 and 2012, he was recognized by Best Lawyers in America as the Phoenix “Construction Lawyer of the Year.” He is also included in the “Super Lawyers” listing for Arizona in the Construction Litigation specialty. Mr. Holden has been selected by Super Lawyers as one of the Top 50 Lawyers in Arizona (six times in the past seven years) and he was recently named one of Arizona’s Top 100 Lawyers by AzBusiness Magazine.
Anthony Huey, President- Reputation Management Associates
Anthony Huey is a highly-rated speaker who offers session attendees pragmatic communications tools, tips and techniques they can use immediately.
Anthony's 20-year career includes tenures as a news reporter, magazine senior editor, crisis management specialist, media relations consultant and executive speech coach.
He owns Reputation Management Associates, one of the nation’s leading communications training and crisis consulting companies. He has presented more than 2,500 media, crisis and presentational skills training workshops, seminars and speeches in his career.
His past client work includes a wide variety of advertising, public relations and communications initiatives for hundreds of trade associations, municipalities and companies, including Nike, Victoria’s Secret, Eli Lilly, Nationwide Insurance, The Kroger Company, and Procter & Gamble.
Anthony holds a Bachelor’s degree in Journalism from The Ohio State University.
David James, CFO- FNF Construction, Inc.
David James is CFO for FNF Construction, Inc., a heavy highway contractor based in Tempe, Arizona. 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 35 years of financial experience to FNF and the construction industry, and is a Certified Public Accountant (CPA) and Certified Construction Industry Financial Professional (CCIFP).
David is active in the local and national Construction Financial Management Association (CFMA); as well as committee involvement in other industry associations such as AGC, ARPA and ATRA; He is a member of the American Institute of Certified Public Accountants, the Arizona Society of CPA’s, and Valley Leadership.
David is the recipient of CFMA’s Debra Hahn and Joe Quigley Memorial Awards, and was presented the Valley of the Sun Presidents Award in 2015.
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 the Construction Industry Alliance for Suicide Prevention, a task force under the CFMA umbrella.
Jim Rounds, President- Rounds Consulting Group
Jim Rounds is President of Rounds Consulting Group. The firm specializes in economic development and tax policy research; data collection and analysis; fiscal planning including revenue forecasting and budget development; strategic planning and marketing; impact and market studies; and litigation support.
Mr. Rounds regularly provides advice to policymakers at the State Capitol, mayors throughout the state as well as city council members, county board members, and other public and private sector leaders in the community. Jim has delivered hundreds of economic presentations and is regularly quoted on television, radio, and in printed media.
Key areas of recent experience include analyzing and designing state tax policy and economic development reforms, analysis of transportation and utility infrastructure investments, strategic analysis related to local government budgeting, community marketing, and state and local area tourism planning.
Mr. Rounds also volunteers time as an advocate for quality public policy development. Recently, Jim has spent much time supporting the concept of “growing from within,” which includes efforts to better understand small business development issues, and strategic investment in education and workforce training. Jim is on the Board of Directors of the Arizona Association for Economic Development and the Maricopa County Industrial Development Authority, and is a member of the Joint Legislative Budget Committee’s Finance Advisory Committee, the Maricopa Association of Governments’ Economic Development Committee, the Arizona Economic Roundtable, and has served on dozens of committees and task force efforts at both the state and local levels.
Previously, Mr. Rounds was a Senior Economist and Senior Budget Analyst with the Arizona Joint Legislative Budget Committee, and Senior Vice President at Elliott D. Pollack & Company. Jim has a Bachelor of Science degree and a Master of Science degree in Economics from Arizona State University.
Cheryl Dunn Soto, Partner- Franklin | Soto LLP
Cheryl Dunn Soto, a partner at Franklin | Soto LLP, is a business litigator and insurance coverage attorney with 25 years of legal experience. Her practice focuses on insurance coverage and bad faith litigation on behalf of commercial policyholders. She has handled matters involving a wide variety of commercial policies, including directors and officers (“D&O”), errors and omissions (“E&O”), employment practices (“EPL”), commercial general liability (“CGL”), cyber, property, excess/umbrella and other commercial policies. Her clients have included contractors, dealer-brokers, auto dealers, non-profit organizations, and companies of all sizes located through the country. Prior to entering private practice, Cheryl worked for five federal judges, including a Ninth Circuit judge. She has a peer-review rating of “AV-Preeminent” from Martindale Hubbell and is licensed to practice in California, New York, and Arizona.
David J. Spotts, Esq.
Dave Spotts served in law enforcement for 42 years in a wide variety of assignments, including 18 years as a Chief. He has also been an attorney for 25 years. For 7 years, he was the Criminal Justice Planning specialist for the South Central Task Force (SCTF), a Counter-Terrorism and All-Hazards regional task force comprised of 8 counties in central PA. In that role, he helped develop and was the primary facilitator of the SCTF's Specialized Patrol Response to Active Shooter training program and also served as the Senior Controller and Evaluator for multiple full-scale active shooter exercises. He is a Past-President of both the PA Chiefs of Police Association and the PA Crime Prevention Officers Association.
Dave graduated from the prestigious FBI National Academy and has completed numerous training programs from the US Department of Homeland Security, including Active Shooter Incident Management (ASIM); Train-the-Trainer for Civilian Response to an Active Shooter Event (CRASE); National Incident Command System (ICS); and multiple intelligence training classes.
Theresa Crawford Tate, Partner- Crawford & Bangs
Theresa Crawford Tate is a partner in the legal firm of Crawford & Bangs in Covina, California. Her legal practice for the last 25 years has focused on construction contracts, claims and litigation. Crawford & Bangs is a small firm that specializes in all aspects of construction law. Ms. Tate graduated with honors from both the California State University at Fullerton and Loyola Law School. Ms. Tate is admitted to practice before all the state courts of California and the U.S. District Court for the Central District. Ms. Tate has been actively involved with many trade associations, including the Orange County Chapter of the Construction Financial Management Association (CFMA), Real Property Section of the Los Angeles County Bar (LACBA), Building Industry Association (BIA), and Orange Empire Sheet Metal & Air Conditioning Contractor’s National Association (SMACNA). Ms. Tate is a frequent author and speaker on construction related topics, and her articles, as well as those authored by other members of her firm, are posted on the Crawford & Bangs website at www.BuildersLaw.com.
Marj Weber, CCIFP, CFO- 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.
2018 CFMA Southwest Regional Conference Committee
© Construction Financial Management Association.
All rights reserved.
Orange County Chapter
Travis Foth, Rosendin Electric
Steve Ruelas, Griffith Company
Theresa Tate, Crawford & Bangs, LLP
Valley of the Sun Chapter
Marj Weber, Irontree (Chair)
David Miller, Jokake Construction Services
John Corcoran, CICPAC
Jim Bracy, Willis Towers Watson