AGENDA

5:30 pm - 7:00 pm

Registration and Welcome Reception with Sponsors - Get a head start on registration, catching up with friends, and meeting with the sponsors.

The Astros are scheduled to play at 1:10 pm if you want to plan an outing before the evening activities.

More things to do in Houston are shown in the “Location” tab.

8:00 am - 8:45 am

Registration/Continental Breakfast

8:00 am - 10:00 am

Chapter Summit - Invitation Only

8:45 am - 10:00 am

Preconference Session:
ESG: Why Your Organization Should Care & the Financial Managers' Role - in Grande Ballroom

Presentation by: Dirk Cockrum, FORVIS

Session Overview

What are environmental, social, and governance (ESG) standards? How do they affect your organization? Join FORVIS as our trusted advisors define ESG, discuss what is driving the interest in ESG, describe ESG frameworks, detail reporting, and share insights into financial managers’ role in ESG.

Learning Objectives:

• Define ESG

• Identify ESG frameworks

• Explain financial managers role in ESG reporting

Level: Basic
1.5 CPE Credits in Specialized Knowledge

Concurrent Sessions (Choose one to attend)

10:15 am - 11:30 am

Preconference Session:
Data-Driven Decisions in Construction - in Grande Ballroom

Presentation by: Bob Tinglestad and Kimberly Pierce, Plante Moran

Session Overview

Building Your Bottom Line Decisions . . Decisions . . Decisions - A lot of what happens in the construction process is decision making. Think about how many choices are made each day by your superintendents, project managers, and people in the office. Decision making is made up of two things: experience and data. The more you have of both, the better your decisions.

Learning Objectives:

• Understand how business analytics can improve your organization’s operations.

• Create a plan to update your business’s technology and data structures to support more effective decisions.

• Learn proven practices in enhancing a data driven culture

Level: Basic
1.5 CPE Credits in Information Technology

Preconference Session:
What Companies are Doing to Attract, Develop and Retain Their Workforces - in Forest Ballroom

Presentation by: Bill Egger, FMI

Session Overview

FMI’s 2022 talent study provides insights into what companies are doing to attract, develop and retain their workforces. The study also looks at how the pandemic has impacted organizational cultures as well as existing work models. Questions also explore topics such as succession management and how companies are preparing their next generation of leaders.

Level: Basic
1.5 CPE Credits in Human Resources

11:30 am - 12:00 pm

Boxed Lunch - Please feel free to take lunch to opening session

12:00 pm - 12:30 pm

Welcome Remarks and CFMA National Officer Greeting - Caryl Coronis, CFMA National Treasurer and Cathy Wasner, CFMA Vice President, Member Services

Concurrent Sessions (Choose one to attend)

12:45 pm - 2:00 pm

Employment Law Updates Impacting Texas - in Forest Ballroom

Presentation by: Tony Stergio, Andrews Myers

Session Overview

Up-to-date topics might include the new Texas sexual harassment laws, the latest pandemic regulations and policy guidance, OSHA updates, employee onboarding, independent contractor designations, FLSA guidance and employee leave considerations.

Learning Objectives:

How to best navigate the ever-changing federal and state legislative updates related to hiring, firing, and managing a workforce in Texas.

Level: Update
1.5 CPE Credits in Business Law

Ready or Not…Preparing for Ownership Transition - in Grande Ballroom

Presentation by: Michael Landers, UHY LLP; Bill Bradshaw. Simplified Sales Strategies; Frank DeVay. Chaffe & Associates; Lynn Lednicky, Newport; and Steve Kesten, Boyar Miller.

Session Overview

This event will help finance teams understand the transition process. What drivers increase or decrease value? Does private equity play a role? What is a common timeline? What steps are needed before taking the business to market, typically with an investment banker or broker. It will be a panel-driven session led by experts that are specialists in law, financial reporting, revenue generation, and M&A. They understand the financial, cultural, and emotional components involved in the exit and transition process.

Learning Objectives:

Participants will walk away with a realistic expectation of a transition process. When to start the process and what steps they should consider taking to increase the potential of an optimal outcome

Level: Overview
1.5 CPE Credits in Management Services

2:15 pm - 3:30 pm

KEYNOTE: 50 Years as the Texas Country Reporter - in Grande Ballroom

Presentation by: Bob Phillips, Texas Country Reporter

Session Overview

Spending 50 years as the Texas Country Reporter, Bob Phillips will recount how he has been inspired by everyday heroes and the simplicity of normal life. The beauty of individuals going about their normal lives highlights how life in the slow lane can be very rewarding.

Learning Objectives:

• Realize that being in the moment may be more important than getting things done

• Identify the beauty of the individual

• Appreciate simplicity to help achieve contentment and satisfaction

Level: Basic
1.5 CPE Credits in Personal Development

3:30 pm - 4:00 pm

Book Signing and Break with Refreshments

Concurrent Sessions (Choose one to attend)

4:00 pm - 5:15 pm

Evaluating the Impact of Inflation and Supply-Chain Disruptions: What’s changed? - in Grande Ballroom

Presentation by: Greg Brown and Adam Dimmick, Crowe, LLP; Lena Ho, Austin Industries; Matt Gibbons, CIBC; and Misty Gutierrez, Thomas, Feldman & Wilshusen, LLP

Session Overview

During this session, an expert panel will be sharing their views on how inflation and supply-chain disruptions have impacted the industry. 

Hear perspectives from contractors, legal advisors, consultants, and lenders on what trends they are seeing and what is being done to help mitigate risk. 

Learning Objectives:

• Understand current trends in contract language modifications resulting in risk transfer. 

• Learn what others are doing in the industry to help mitigate risk of inflation and supply chain disruptions.

• Discuss views on the supply chain and labor market: will supply lag behind, keep up with or overshoot demand in the coming quarters?

• Assess how you can position your business to take advantage of opportunity and growth, while being prepared for any possible downturn in the market.

• Discuss the impact inflation, compounded with supply-chain disruptions, may have on construction lending, and what may be in store for the future.

Level: Intermediate
1.5 CPE Credits in Economics

An SDI Program and The Future of Construction Prequalification - in Forest Ballroom

Presentation by: Michael Ho, Bespoke Metrics

Session Overview

Current subcontractor prequalification processes, the implementation technology and the SDI programs that support a robust risk management process.

Learning Objectives:
Knowledge of coverage specifications of an SDI program, prequalification issues, best practices, technology implementation and data utilization.

Level: Intermediate
1.5 CPE Credits in Management Services

6:00 pm - 8:00 pm

Lone Star Soiree – Drinks, Horderves, and fun at the Historic Manor House

Experience the graceful architecture and southern hospitality of the Manor House, the former residence of George H W and Barbara Bush and location of the 1990 G-7 Economic Summit.

This event is included in Member and Nonmember registrations and can be added separately for guests of attendees.

8:15 pm - 11:15 pm

Monday Night After-Party - Black Swan Nightclub at the Omni

Shuttles will pick up and drop off at the front entrance. Open to member and non-member registrants and those who have tickets for the Monday Night Soiree.

Sponsored by Van Houten and Associates and Ballew Surety Agency

7:00 am

Registration and Breakfast

8:00 am - 9:00 am

Looking at IT Security through a Different Lens - in Grande Ballroom

Presentation by: Reema Parappilly, Weaver

Session Overview

The session will provide an overview of the National Institute of Standards and Technology (NIST) Cybersecurity Framework (CSF), how IT may utilize the framework, and how to utilize it from a non-IT perspective when in an oversight or collaboration role over IT.

Learning Objectives:

• What is the NIST Cybersecurity Framework (pros/cons, objectives)

• Why non-IT needs to understand the basics of the Framework

• How IT may utilize the framework and correlation to existing IT security functions

• How non-IT can visualize and understand the capabilities of the IT Security function

• Quick wins and integrations into existing work (risk assessments, audit programs, finance budgeting, board-A/C reporting)

Level: Basic
1.0 CPE Credit in Information Technology

9:15 am - 10:15 am

How to Stay out of Jail - in Grande Ballroom

Presentation by: Tony Box, Gray Reed

Session Overview

This presentation will cover the various ways people in financial roles in the construction industry find themselves in trouble with government agencies.  Relatedly, the presentation will also highlight ways in which professionals can stay out of the government’s cross hairs.

Learning objectives:

Obtain a basic understanding of government investigations, the type of financial investigations usually conducted of individuals and companies in the construction industry, and an overview of how to respond to government investigations.

Level: Basic
1.0 CPE Credit in Business Law

10:15 am - 10:45 am

Break with refreshments

10:45 am - 12:00 pm

Strategic Planning: Clarifying the path, driving alignment, and accelerating action for key decision makers in the industry - in Grande Ballroom

Presentation by: Justin Mazza and Nick Grandy, RSM

Session Overview

The session will focus on the fundamentals as well as the potential competitive advantages that strategic planning can bring to your business. When it’s time to make a pivotal business decision, strategic planning can help mitigate potential risk, model multiple scenarios for clear visibility and establish a sequence of next steps while considering the people process and technology you will need to implement them.

Learning Objectives:

• Identify what is strategic planning and how you can incorporate it into your business model

• Learn what fundamentals planning should be taking place now and in the future and how a competitive advantage can be gained by planning ahead

• Understand the model/tools you can use to help support strategic planning and who should be involved

Level: Overview
1.5 CPE Credits in Business Management

12:00 pm - 1:00 pm

Lunch Buffet

1:00 pm - 2:15 pm

How Legislative Changes in 2021 Are Impacting Contractors in 2022 - in Grande Ballroom

Presentation by: Corbin Van Arsdale, AGC; Curtis Martin and Angela Connor, Peckar & Abramson, P.C.; and Jeremy Stovall, Brookstone Construction

Session Overview

This panel will discuss certain new laws enacted in the 2021 legislative session.  The panel will particularly focus on how these statutes have affected the construction industry and impacted contractors’ businesses over the past year. 

The bills that will be discussed, include, but are not limited to the following:

• SB 219 – Building contractors are not liable for design defects (Chapter 59 of the Texas Business and Commerce Code)

• HB 2237 – Lien Law Changes (Chapter 53 of the Texas Property Code)

• HB 2416 – Recovery of attorney fees from LLCs, partnerships and other entities for breach of contract claims (Chapter 38 of the Texas Civil Practice and Remedies Code)

Level: Intermediate
1.5 CPE Credits in Business Law

2:15 pm - 2:45 pm

Closing Remarks and Raffle Drawing – Plan to stay for a chance to win exciting prizes. You must be present to win.