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  • Revenue Recognition: A Practical Approach to Implementation

    Contains 3 Component(s) Recorded On: 10/10/2017

    Learn what surety professionals and their contractor clients need to know about the FASB revised revenue recognition standard. Chris Gewain and Bret Rutter, both partners with the accounting firm of Moss Adams, LLP, will describe what private companies should be doing to apply the standard to reporting periods beginning after December 15, 2018. Gewain, who has practiced public accounting since 2003, manages audits for construction and employee benefit plan clients. Rutter, who has practiced public accounting since 1996, develops and monitors the Moss Adams assurance practice, providing technical consultations on complex audit and accounting matters. He focuses on emerging issues and changes in professional standards that impact the firm’s private company clients. Among his areas of expertise are the lease accounting and recognition standards for the construction industry.

    Learn what surety professionals and their contractor clients need to know about the FASB revised revenue recognition standard. Chris Gewain and Bret Rutter, both partners with the accounting firm of Moss Adams, LLP, will describe what private companies should be doing to apply the standard to reporting periods beginning after December 15, 2018. Gewain, who has practiced public accounting since 2003, manages audits for construction and employee benefit plan clients. Rutter, who has practiced public accounting since 1996, develops and monitors the Moss Adams assurance practice, providing technical consultations on complex audit and accounting matters. He focuses on emerging issues and changes in professional standards that impact the firm’s private company clients. Among his areas of expertise are the lease accounting and  recognition standards for the construction industry.

    Chris Gewain

    Partner, Moss Adams

    Chris has practiced public accounting since 2003. He manages audits for construction and employee benefit plan clients. Chris provides business consulting and accounting services to financial management personnel and owners of construction businesses, including internal control and financial reporting system matters; billing practices and cash flow improvements; business owner succession planning; and tax planning and other compliance issues. He has presented on various topics related to the construction industry and employee benefit plans, and has written numerous articles for construction organizations.

    Brent Rutter

    CPA, Partner, MOSS ADAMS LLP

    Bret has practiced public accounting since 1996, providing assurance and consulting services to a variety of privately held clients primarily in the construction and real estate industries. In 2005 Bret joined what has become the firm’s national office, where he regularly consults on complex audit and accounting matters with a focus on emerging issues and changes in professional standard that impact the firm’s private company clients Bret is also a contributing reviewer to the AICPA’s Audit and Accounting Guide for Construction Contractors and sits on the CFMA’s National Emerging Issues Committee. His areas of accounting expertise include business combinations, intangible assets and goodwill, variable interest entities, lease accounting, and percentage of completion revenue recognition. 

  • Accounting & Financial Statement Issues for Construction Contractors

    Contains 3 Component(s) Recorded On: 09/19/2017

    Surety professionals and their construction clients need to know the accounting and financial statement issues today's contractors face. CPAs Adam A. Canosa and James Miller of the accounting firm of Marcum, LLP in New Haven, CT will describe accounting and financial statement presentation issues often encountered such as, unapproved change orders/claims, joint ventures, insurance and other contract related reserves. This seminar will explain new accounting standards that impact the construction industry, including revenue recognition, variable interest entity (VIE) reporting requirements, and goodwill.

    Surety professionals and their construction clients need to know the accounting and financial statement issues today's contractors face. CPAs Adam A. Canosa and James Miller of the accounting firm of Marcum, LLP in New Haven, CT will describe accounting and financial statement presentation issues often encountered such as, unapproved change orders/claims, joint ventures, insurance and other contract related reserves. This seminar will explain new accounting standards that impact the construction industry, including revenue recognition, variable interest entity (VIE) reporting requirements, and goodwill.

    Adam A. Canosa

    Senior Manager, Marcum LLP

    Adam A. Canosa is a Senior Manager in Marcum, LLP’s Assurance Services division. He is located in the firm’s New Haven, CT office. He has more than 10 years of experience conducting, reviewing and analyzing financial information for construction contractors, manufacturers, real estate industry and employee benefit plans. Canosa has been involved in high profile and sensitive engagements regarding fraud and due diligence projects for business acquisitions. Canosa’s specialties include experience troubleshooting problem job performance for construction contractors, job cost burden analysis, recommending practices to enhance profitability and financial statement preparation. In addition, he is knowledgeable with systems analysis and with the tailoring of accounting software to meet clients’ needs. Canosa is a frequent speaker on accounting and auditing matters for construction industry organizations and professional development courses. Canosa began his career at Marcum when he joined the Firm in 2007.

    James W. Miller

    Partner, Marcum LLP

    James Miller is an integral member of the Firm’s National Construction Industry group and is located in the Firm's Long Wharf Drive office in New Haven, Connecticut. He has more than 13 years experience compiling, reviewing and analyzing financial statements for construction contractors and other allied companies.

    Mr. Miller has also been involved in high profile and sensitive engagements regarding fraud and litigation support and due diligence projects for business acquisitions.

    A sought-after speaker on construction accounting and auditing matters, Mr. Miller has conducted internal training seminars and has presented on issues and updates regarding the construction industry and construction engagements. In addition, Mr. Miller has applied his knowledge and expertise to the success of two large engagements for universities within Connecticut.

    Mr. Miller’s specialties include troubleshooting problem job performance for construction projects and recommending practices to enhance profitability. He has considerable experience with construction claims matters and has provided litigation support services in this area. Additionally, Mr. Miller has an in-depth knowledge of systems analysis and tailoring of accounting software to meet clients’ needs.

    Mr. Miller began his career at Marcum when he joined the Firm in 2002.

  • Turning Construction Project Managers into Business Managers

    Contains 3 Component(s) Recorded On: 09/05/2017

    Preparing construction project managers to effectively manage and to execute projects profitably is key to a contractor’s success. Project managers are the business managers that may ultimately become the leadership of the construction firm. Join us for this Virtual Seminar to learn how contractors can ensure that their project managers will effectively manage project controls, projected cash flow, and payment for work done, as well as use innovative tools; leverage key relationships with subs, suppliers, and consultants; and develop a solid foundation of technical, management, leadership, and business skills. Project managers who accomplish these skills while maintaining positive client relationships to leverage future repeat business are excellent candidates for leading the firm.

    Preparing construction project managers to effectively manage and to execute projects profitably is key to a contractor’s success. Project managers are the business managers that may ultimately become the leadership of the construction firm. Join us for this Virtual Seminar to learn how contractors can ensure that their project managers will effectively manage project controls, projected cash flow, and payment for work done, as well as use innovative tools; leverage key relationships with subs, suppliers, and consultants; and develop a solid foundation of technical, management, leadership, and business skills. Project managers who accomplish these skills while maintaining positive client relationships to leverage future repeat business are excellent candidates for leading the firm.

    Gregg Schoppman

    Principal and Florida Consulting Manager, FMI

    As FMI’s Principal and Florida Consulting Manager, Gregg Shoppman specializes in the areas of productivity and project management. He leads FMI’s project management consulting practice and heads the consulting management group of FMI’s Florida office. Prior to joining FMI, Shoppman served as a senior project manager for a general contracting firm in central Florida. He has completed complex and sophisticated construction projects in several different niches and geographic markets. He has also worked as a construction manager and managed direct labor. Also, Shoppman has expertise in numerous contract delivery methods. Shoppman was named one of the Top 25 Consultants of 2014 by Consulting Magazine, receiving the highest number of nominations for that year’s recipient group. He has completed project management and productivity implementation engagements for general and trade contractors and facilitates strategic planning and evaluation services focused on organizational transformation. He has also been an instructor with FMI’s Project Manager Academy and regularly trains individuals from foreman to CEO.

  • Setting Cyber Priorities: The Most Important Questions for Senior Executives to Ask about Their Cyber Security

    Contains 3 Component(s) Recorded On: 08/15/2017

    Presenters James Crifasi of RedZone Technologies in Annapolis, MD and Linn F. Freedman, Esq. of the law firm of Robinson & Cole LLP in Providence, RI will describe the cyber priorities surety professionals and their contractor clients should be implementing. Crifasi, Vice President and CTO of RedZone Technologies, has over 19 years of IT security, architecture, and integration experience. He has worked with business leaders to provide global IT solutions in areas of CRM, ERM, HRIS and eCommerce and has wide experience consulting for banking and finance institutions, specializing in effective network security systems and high performance business systems. Linn F. Freedman, CIPP/US, Chair Data Privacy & Security Team at the law firm, practices in data privacy and security law, cybersecurity, and complex litigation. She is a member of the firm's Business Litigation Group and chairs its Data Privacy + Security Team.

    Presenters James Crifasi of RedZone Technologies in Annapolis, MD and Linn F. Freedman, Esq. of the law firm of Robinson & Cole LLP in Providence, RI will describe the cyber priorities surety professionals and their contractor clients should be implementing. Crifasi, Vice President and CTO of RedZone Technologies, has over 19 years of IT security, architecture, and integration experience. He has worked with business leaders to provide global IT solutions in areas of CRM, ERM, HRIS and eCommerce and has wide experience consulting for banking and finance institutions, specializing in effective network security systems and high performance business systems. Linn F. Freedman, CIPP/US, Chair Data Privacy & Security Team at the law firm, practices in data privacy and security law, cybersecurity, and complex litigation. She is a member of the firm's Business Litigation Group and chairs its Data Privacy + Security Team.

    James Crifasi

    VP & CTO, RedZone Technologies

    James Crifasi has over nineteen years of technical design, architecture, and integration experience and a strong record of accomplishment. He holds several degrees from the University of Maryland: a Bachelor of Science in Computer Science and Algorithmic Theory, a Bachelor of Arts in Criminology and Criminal Justice, and a Masters Science in Interdisciplinary Management. Serving as Chief Technology Officer and General Manager for RedZone, James is responsible for all aspects of technical support, project development, and engineering education for the company. He also oversees human resources, finance, and operations.

    James’ accomplishments in a variety of industries make him an ideal person to manage the operations of RedZone and understand his clients. While in the retail industry, he transitioned his employer to a more stable infrastructure, lowering costs and improving performance without disrupting customer transactions. In the highly regulated biotechnology manufacturing industry, he worked with business leaders to provide global IT solutions in areas of CRM, ERM, HRIS and eCommerce, performing high level design and architecture of eBusiness solutions and leading new eBusiness initiatives. He also has wide experience consulting for Banking and Finance institutions, specializing in effective network security systems and high performance business systems. Additionally James has co-founded and operated two additional companies, affording him a better understanding of his client’s needs. His background in hands-on business management, varied background in technologies disciplines as well as industries, and audit regulations (such as PCI, NCUA), make James and expert at helping customers actualize their technology needs.

    When not working for RedZone clients, he also enjoys camping and cooking with his family and dogs. When not experimenting in the kitchen, he likes to start home projects and occasionally finish them.

    Linn F. Freedman

    Partner, Robinson & Cole

    Linn Freedman practices in data privacy and security law, cybersecurity, and complex litigation. She provides guidance on data privacy and cybersecurity compliance to a full range of public and private clients across all industries, such as construction, education, health care, insurance, manufacturing, real estate, utilities and critical infrastructure, marine, and charitable organizations. Linn is a member of the firm's Business Litigation Group and chairs its Data Privacy + Cybersecurity Team. She is also a member of the Financial Services Cyber-Compliance Team (CyFi Team).

  • SAC Headstart Subcontractor Performance Bond

    Contains 3 Component(s) Recorded On: 05/09/2017

    Headstart is an innovative, fast-tracked solution to the multitude of problems that can beset a GC faced with default of a subcontractor. Some Canadians consider Headstart as an alternative to subcontractor default insurance and to the conventional approach where the surety is required to fully investigate any declaration of default. Introduced to the Canadian marketplace in 2014, Headstart recognizes the importance to the GC (obligee) of minimizing project delay with a speedy project restart in the event a subcontractor is not in a position to complete its subcontract.

    Headstart is an innovative, fast-tracked solution to the multitude of problems that can beset a GC faced with default of a subcontractor. Some Canadians consider Headstart as an alternative to subcontractor default insurance and to the conventional approach where the surety is required to fully investigate any declaration of default. Introduced to the Canadian marketplace in 2014, Headstart recognizes the importance to the GC (obligee) of minimizing project delay with a speedy project restart in the event a subcontractor is not in a position to complete its subcontract.

    Frank Faieta, MBA, P.Eng, CIP

    National Vice President, Specialty Lines Claims Canada, The Guarantee Company of North America

    Frank Faieta is a 25 year veteran of the Surety industry.  He joined The Guarantee Company of North America in 1992 to handle surety claims after spending several years in varied project management roles on construction projects.  In his current role, Mr. Faieta is responsible for claims operations in Surety, Fidelity, and Directors and Officers Liability lines across Canada for The Guarantee.  In addition to his role in claims, Mr. Faieta is Chair of Product Innovation for The Guarantee. Mr. Faieta was instrumental in the development of the Guarantee Surety School program delivered across Canada and developed the Surety Association of Canada’s “SAC Headstart Subcontractor Performance Bond currently in use in Canada”.

    Mr. Faieta is a licensed Professional Engineer having graduated with a degree in Civil Engineering from University of Toronto and is a member of Professional Engineers Ontario.  He has an MBA from the Schulich School of Business at York University and also holds the designation of Chartered Insurance Professional. 

    Steve Ness

    President, Surety Association of Canada

    Steven D Ness is the President of the Surety Association of Canada having assumed the post in August 1994. He is also a founder of the organization and one of its original directors. Steve has authored a number of articles on surety bonds and the suretyship process He has spoken on the subject in North America and in Europe. He has also lectured on the role of suretyship in the construction process at the University of Toronto and the Insurance Institute of Canada. In 1992, Steve joined forces with five industry “renegades” to form what would later become the Surety Association of Canada.  As a founding member, he established the new organization as the voice of surety in Canada by inducing all sectors of the industry to join. Today the Surety Association represents 97% of the industry from coast to coast.



  • SBA's All Small Mentor Protégé Program

    Contains 3 Component(s) Recorded On: 03/28/2017

    SBA's All Small Mentor Protégé Program is designed to encourage large business mentors to provide assistance to small business protégés and creates opportunities for small and large businesses to work together in performing government contracts. While the program can benefit both the protégé and the mentor, there are detailed regulations governing the relationship between the parties. This seminar will address the qualifications for being a mentor or a protégé, the application process for applying to the program, and the benefits of mentor-protégé relationships. The seminar also will provide practical advice regarding the drafting of both the written mentor-protégé agreement and any joint venture agreements between the mentor and the protégé.

    SBA's All Small Mentor Protégé Program is designed to encourage large business mentors to provide assistance to small business protégés and creates opportunities for small and large businesses to work together in performing government contracts. While the program can benefit both the protégé and the mentor, there are detailed regulations governing the relationship between the parties. This seminar will address the qualifications for being a mentor or a protégé, the application process for applying to the program, and the benefits of mentor-protégé relationships. The seminar also will provide practical advice regarding the drafting of both the written mentor-protégé agreement and any joint venture agreements between the mentor and the protégé.

    Lori Ann Lange

    Partner, Peckar & Abramson, P.C., Washington, D.C.

    Lori Ann Lange is a partner in the Washington, D.C. office of the law firm of Peckar & Abramson, P.C., where she specializes in government contract law, bid protests, and corporate compliance counseling.  Ms. Lange represents a range of government contractors, including construction contractors, major defense contractors, informational technology contractors, and service contractors in all aspects of contracting with the federal government.

  • The Future of Lease Accounting

    Contains 3 Component(s) Recorded On: 03/14/2017

    In February of 2016, the Financial Accounting Standards Board (FASB) issued the long awaited new accounting standard for leases. The accounting for assets that companies lease is set to change in the next few years. The impact of these changes on balance sheets and income statements of contractors will be discussed during this webinar, including the impact on working capital, liquidity and leverage ratios and equity. These factors can directly affect surety and credit availability for contractors.

    In February of 2016, the Financial Accounting Standards Board (FASB) issued the long awaited new accounting standard for leases. The accounting for assets that companies lease is set to change in the next few years. The impact of these changes on balance sheets and income statements of contractors will be discussed during this webinar, including the impact on working capital, liquidity and leverage ratios and equity. These factors can directly affect surety and credit availability for contractors.

    Timothy T. Wilson

    National Industry Partner, BKD National Construction & Real Estate Group

    Timothy T. Wilson 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.

    He serves on the NASBP CPA Advisory Council, CFMA Emerging Issues Task Force, AGC Financial Issues Committee, Kansas City Area Development Council Board of Directors, and Truman State University School of Business Advisory Board. He also co-chairs the AICPA Engineering and Construction Revenue Recognition Task Force.

    Wilson is a Certified Construction Industry Financial Professional (CCIFP®) through The Institute of Certified Construction Industry Financial Professionals. He is a graduate of Truman State University, Kirksville, Missouri, with a B.S. degree in accounting.   

  • Construction Contract Claims - Lessons from the Battlefield

    Contains 3 Component(s) Recorded On: 02/14/2017

    This webinar will provide real world case studies and analyses of contracts and recent case decisions in a plain English manner. Being able to assist your sureties and bond clients includes understanding the real world scenarios that they experience. This seminar will provide you with a practical understanding of some of these situations.

    This webinar will provide real world case studies and analyses of contracts and recent case decisions in a plain English manner. Being able to assist your sureties and bond clients includes understanding the real world scenarios that they experience. This seminar will provide you with a practical understanding of some of these situations.

    Larry Prosen

    Partner, Construction and Infrastructure Team, Kilpatrick Townsend & Stockton, LLP

    Larry Prosen is a partner in the Construction and Infrastructure Team of Kilpatrick Townsend & Stockton, LLP, resident in its Washington, D.C. office. He also heads up the firm’s Government Contracts sub-team. Holding a BS in Architecture from the University of Maryland at College Park, Larry has practiced law for almost 20 years in the fields of construction litigation and government contracts. Over his career, he has represented contractors, subcontractors and sureties on hundreds of projects, claims, disputes and bid protests across the country and around the world. He has been involved as both claimant and defendant/surety counsel on literally hundreds of Miller Act and Little Miller Act disputes as well as private bond disputes involving all types of projects. He also has been involved in the drafting and negotiation of numerous contracts and subcontracts.

    David Welch

    Owner & CEO, Welch and Rushe, Inc.

    David Welch is the owner and CEO, Welch and Rushe, Inc., one of the largest mechanical subcontractors in the Washington, D.C., metropolitan area. David holds a Bachelor of Business Administration from the University of Maryland, University College in College Park, MD, and is a graduate of Steamfitters Local No. 602, Washington, D.C. David oversees all executive management and administrative procedures for his firm, representing in excess of $70 million a year. David’s firm has performed work on countless projects, ranging from the Smithsonian Institution National Museum of American History to the HQ project for the International Monetary Fund, as well as overseas government contracts projects.

  • Expanding the Traditional View of Risk Management

    Contains 3 Component(s) Recorded On: 01/31/2017

    This webinar will outline latent risks that arise out of construction operations, and identify exposures under traditional insurance programs vs. controlled insurance programs. It will also discuss the dynamics involved in insurance risk management. This seminar will provide you with an understanding of the functions and limits of "Risk Management".

    This webinar will outline latent risks that arise out of construction operations, and identify exposures under traditional insurance programs vs. controlled insurance programs. It will also discuss the dynamics involved in insurance risk management. This seminar will provide you with an understanding of the functions and limits of "Risk Management".

    Steve Cvitanovic

    Partner, Construction Law Practice Group Leader, Haight Brown & Bonesteel, LLP

    Steve is a recognized leader in construction law with more than 20 years of experience. Steve’s expertise comes from handling hundreds of matters, years of cultivating relationships, and by immersing himself in industry news and events. He shares his expertise by routinely speaking at conferences, seminars or webinars, and is constantly writing about legal issues faced by owners, builders and contractors.

    Over the years, Steve has helped clients with matters and claims involving residential, commercial and public projects. Steve has been involved in construction litigation or claims involving public facilities and infrastructure. He has vast experience in claims for private works of improvement ranging from high rise condominiums and single family homes to affordable housing projects, movie theaters, casinos, solar farms and shopping centers.

     

    On a personal level, Steve is known for his charitable nature and has volunteered hundreds of hours at local organizations. Steve loves spending time with his family and has competed in triathlons, mud-runs, 200 mile relay races, rowing events, and has run the Bay-to-Breakers over twenty times. Steve has safely guided hundreds of swimmers, across the San Francisco Bay in many open water swims from Alcatraz.

  • Competing on Business Analytics

    Contains 3 Component(s) Recorded On: 01/17/2017

    By the end of 2016, an estimated 73% of companies across different industries had invested in big data analytics. In order to compete, leaders must shift focus to organizational strategy, performance and improvement initiatives, and big data mining. By innovating operations with analytics, companies have the opportunity to be on the forefront of a revolution. This session will introduce techniques for data collection and analytic integration to fuel profitability.

    By the end of 2016, an estimated 73% of companies across different industries had invested in big data analytics. In order to compete, leaders must shift focus to organizational strategy, performance and improvement initiatives, and big data mining. By innovating operations with analytics, companies have the opportunity to be on the forefront of a revolution. This session will introduce techniques for data collection and analytic integration to fuel profitability. 

    Steve Coughran

    Director of Strategy, Coltivar Group

    Steve Coughran serves as Director of Strategy for Coltivar Group, a keynote speaker for national conferences and universities, and author of "Delivering Value". In his position at Coltivar Group, he leverages strategic expertise to power sustainable and profitable growth in multinational corporations. Steve applies his financial acumen gained from working with million and billion dollar firms at Ernst & Young to transform CFOs into leaders of the future.  Steve has extensive experience assisting firms with strategic growth, business valuation, and corporate financial management.  Steve is a CPA and CVA and recently graduated with his MBA from the Fuqua School of Business at Duke University.