Westin Long Beach

9.15.19 - 9.17.19

Early Bird Countdown!

DAYS

HOURS

MINUTES

SECONDS

SPEAKERS

Kevin Booth, CCIFP

CFO- WestCor Companies

 

Mr. Booth has served as Chief Financial Officer for Las Vegas, Nevada based WestCor Companies since 1994. WestCor is a specialty trade contractor 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 as a controller for 10 years in the hospitality industry, Kevin joined WestCor Companies. 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 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, Leadership Development Task Force, and Conference Program Task Force. He is a former 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 M Burnett, CPA, CCIFP

CFO- Sundt Construction

 

Kevin Burnett is a Senior Vice President, Chief Financial Officer for Sundt Construction, Inc., (“Sundt”), a diversified construction company with Heavy Civil, Utility, Mining & Industrial, Concrete, Federal and Commercial Building Divisions. His responsibilities at Sundt include overseeing the accounting, tax, risk management, subcontractor prequalification and investment areas of Sundt.  He is also chairman of Sundt’s Finance Committee, co-chair of its Minority Business/Diversity Committee and member of the Company’s Board of Directors.  Prior to assuming the role as Chief Financial Officer, Kevin served as Vice President, Controller and Senior Vice President, Finance for Sundt.

 

Before joining Sundt, Kevin was a senior audit manager with Ernst & Young LLP in Phoenix Arizona where he specialized in the banking, real estate and construction industries.  Kevin has also served as Vice President, Corporate Controller for Evans Withycombe Residential, Inc. a publicly traded real estate investment trust.

 

Kevin holds a bachelor degree from the University of Rochester and a MBA from the University of Arizona.  He is a Certified Public Accountant in the State of Arizona and a Certified Construction Industry Financial Professional (CCIFP), He is a Past President of Valley of the Sun chapter of CFMA, Past Chairman and current board member of the YMCA of Southern Arizona and a member of the board of directors of Sundt Corridor, Inc. formerly known as Tucson Regional Economic Opportunities, Inc. (TREO).

Frank DiLorenzo

West Coast 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 35 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 Management Systems, Inc., where he and his team implemented and supported over 600 clients. Frank served on the BOD and has been active in the Sacramento CFMA Chapter for over 26 years, and is assisting with the Rocky Mountain CFMA Regional Conference. Frank enjoys giving back to the community and the industry as a whole.

Matt Gilbert, CPA

Senior Manager- Moss Adams

 

Matt has practiced public accounting since 2007. He provides tax consulting and compliance services to public and private corporations in the construction, manufacturing, retail, and technology industries. Matt’s experience includes tax provision assistance, income tax consulting, multistate taxation, assistance with implementation of internal controls, documentation and computation of uncertain tax positions, and representation of companies under examination by the IRS and state taxing authorities.

Steve Hathaway

CFO/CIO- SEMA Construction, Inc

 

Steve Hathaway is both the Chief Financial Officer and the Chief Information Officer at SEMA Construction, Inc., an ENR top 400 contractor with jobs across the southern and western United States.  Steve’s current day to day responsibilities include overseeing accounting, finance, job costing, human resources, information systems, corporate compliance and financial relationships.  During his 35 years in the construction industry Steve has worked in numerous roles for both contractors as well as construction software companies which gives him a unique perspective on how to best use technology in an industry that is not typically known for being on the cutting edge..

Anthony Huey

President- Reputation Management Associates

 

Anthony Huey, CSP®, 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.

 

The CSP® designation Anthony has earned is the speaking profession’s highest earned international measure of professional platform competence. Less than 12 percent of the 5,000+ speakers worldwide, who belong to the 14-member associations of the Global Speakers Federation (GSF), currently hold this professional designation.

 

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.

 

Alisha M. McClellan, CPA, CGMA

Principal, Private Sector- CLA

 

Alisha began her accounting career almost 20 years ago as a Controller with a general construction company in Las Vegas.  Five years later, she made the move to public accounting out of a desire to help a wider variety of businesses be as successful as possible. While Alisha's career has mainly focused on providing audit, accounting and consulting services for medium to large-sized companies, she also has experience in providing taxation and exit planning services.

 

Alisha currently serves as the Principal-In-Charge of the Las Vegas office of CLA.   She also serves on the board of directors for the Nevada Society of CPAs and CARE Complex of Southern Nevada.   Alisha has authored several articles and has given many guest lectures at UNLV.  She is a proud UNLV graduate and is the mother of three wonderful children.

Cyndi Mergele

Senior Director, Technology and Management Consulting- RSM

 

Cyndi’s broad base of human resources experience serves clients across numerous industries, including financial institutions, manufacturing, high-tech, construction and nonprofits. With over 30 years of experience, she has consulted with both large and small firms and has managed startup entities. Her focus on human resources strategy, compliance, policy and program development, as well as merger and acquisition strategy, helps clients understand and solve their most complex work force issues. Cyndi is a frequent speaker at local and national conferences and has been published in a number of periodicals and trade publications. Areas of focus include:

  • Strategic human resources planning initiatives
  • Human resources administration
  • Compensation and benefits
  • Human resources due diligence
  • Human resources compliance assessments
  • Total rewards consulting

 

Professional affiliations and credentials

  • Society for Human Resource Management
  • San Antonio Human Resource Management Association
  • Construction Financial Management Association
  • Texas Bankers Association
  • American Subcontractors Association
  • Associated General Contractors
  • San Antonio Manufacturers Association

 

Education

  • Bachelor of Arts, Texas A&M University
  • Senior Professional in Human Resources (SPHR) Professional Certification, Human Resource Certification Institute
  • Society for Human Resource Management, Senior Certified Professional (SHRM-SCP)

Angela R. Morelock, CPA, CFE, CFF, ABV

Managing Partner- BKD

 

Angela has more than 25 years of experience and is the managing partner of three of BKD’s national consulting divisions. In addition, she leads BKD’s national forensic accounting and investigations team, where she provides fraud investigation and prevention services, complex litigation support and forensic accounting services for a variety of businesses. She also regularly provides consulting and expert witness assistance to attorneys in various litigation matters. Angela and her team have investigated some of the largest fraud cases in the U.S., and her clients include the FBI, U.S. Department of Justice and U.S. Attorney’s Office.

 

She has been qualified as an expert witness in cases involving criminal and civil fraud, securities fraud, business valuations, acquisition disputes, commercial business damages, funding constitutionality, bankruptcy, breach of fiduciary duty, fidelity and bonding claim disputes, intellectual property damages and other financial matters in federal and state courts around the country and has served as an arbitrator in a post‐acquisition dispute matter.

 

Representative cases include a multimillion‐dollar securities fraud case involving manipulation of publicly filed financial statements, a nearly $100 million acquisition dispute, lost profits and damages related to distributorship termination, damages under Federal Sentencing Guidelines related to financial statement manipulations, business interruption related to property damage and lost profits and damages related to supplier agreement interruption, noncompete violations and wrongful death.

 

Angela is a member of the Association of Certified Fraud Examiners (ACFE), American Institute of CPAs (AICPA) and Missouri Society of CPAs.

 

She is a CPA, Certified Fraud Examiner (CFE), and Certified in Financial Forensics (CFF) and is responsible for resolving a range of allegations of fraud and white‐collar crime. She has attended numerous valuation, litigation service, damage and fraud courses offered by the AICPA and ACFE. She has business valuation experience, and in 1998, earned the AICPA’s Accredited in Business Valuation (ABV) designation, which is granted to CPAs who demonstrate business valuation expertise and experience.

 

Angela is a frequent lecturer at national conferences and other business group meetings. Her sessions on white‐collar crime receive high audience ratings. In 2008, Angela was chosen by Midwest CEO Magazine as one of the area’s “Most Influential Women.” In 2009, she was chosen by the Springfield Business Journal as one of the area’s “20 Most Influential Women.”

 

She is a 1993 summa cum laude graduate of Missouri State University, Springfield, with a B.S. degree in accounting.

Ben Reynolds

 

Ben Reynolds has been in construction for over 17 years.  Starting in the family business, father a contractor and grandfather a developer, he learned early on results matter.  His curious nature, growth mindset, and passion for delivering results led him to earn multiple master’s degrees after completing undergraduate studies at UC Davis where he participated in wrestling and rugby.  He went on to earn an MS in Organizational Leadership from Regis University and an MBA from Pepperdine.  In addition, he holds post graduate certificates in Executive Leadership and Private Capital Markets.  Currently, Ben is a finance operation executive in the construction industry and works with organizations that want to align culture, infrastructure, and finance for sustainable success.  Ben also has experience in the healthcare and real estate industries.  When not in the office, he coaches rugby at UC Irvine and spends time raising money for his non-profit partner, Rugby Exchange, that is focused on getting children in under served communities active and providing opportunities for young people to see the world through sport.

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.

Scott Swearingen, CPA

Partner- Moss Adams

 

Scott began his professional career in private industry in 1992 and has been in public accounting with Moss Adams since 1994. His focus is privately held, middle-market clients, and he’s involved in all phases of audits, reviews, and compilations, accounting, financial statement reporting, and operations consulting as well as the related internal controls, cash flow, and business planning.

Scott leads the firm’s construction and real estate practices in Southern California and Phoenix and has. He has served on the firm’s Assurance Services Committees. He and has been instrumental in implementing a risk-rated audit approach for our closely held clients, assisting with streamlining this process to increase efficiencies for his clients. He also works with clients to execute financial and operational consulting engagements.

Julian Xavier

Managing Principal-Walnut Creek Office, Construction and Real Estate -CLA

 

Julian is the Principal-In-Charge of CliftonLarsonAllen LLP's Walnut Creek office. He is a member of the firm's Executive Leadership Team for the Construction Industry group and has over three decades of experience in accounting in the construction industry. Before joining CliftonLarsonAllen, Julian spent time as a controller with a large general contractor based out of Northern California.

 

Julian is a member of the AICPA, California Society of Certified Public Accountants, Construction Financial Management Association and a member of the CPA Advisory Council to the National Association of Surety Bond Producers.  Julian is also a member of the AICPA's National Construction Industry Conference Planning Committee.

2019 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

Bryce Wisan, Eide Bailly, LLP

Jim Main, CliftonLarsonAllen

San Diego Chapter

Mandy Irvine, Hoop5 Networks

Jackie Buck, Harper Construction

Valley of the Sun Chapter

Marj Weber, Irontree

David Miller, Jokake Construction Services

John Corcoran, CICPAC

Amy Mae Crow, Rummel Construction

Albuquerque Chapter

Kendall Thrasher, National Roofing Company

Justin Adams, Brycon

Inland Empire Chapter

Steve Lords, Arizona Pipeline

Ron Jacobson, Boudreau Pipeline Corporation

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