Because Construction Isn't Risky Enough: Mitigating Banking Risks

It can seem like the chance for failure is lurking everywhere—within one bad job, mismanagement of cash flow in the CFO's office, or in lack of skills on the job site. During this NASBP Virtual Seminar CPA Carl Oliveri of GRASSI Advisors & Accountants will share insights into steps that your contractor clients can take to mitigate banking risks. Carl will start by examining the road that we have traveled so far and where that has brought the current state of the Construction Industry, before diving into outline strategies for mitigating banking risks.

Carl Oliveri

Partner, Construction Practice Leader

Grassi

Carl Oliveri is the Construction Practice Leader and a Partner at Grassi. He has over 25 years of experience advising owners and executives in the Construction industry, particularly in project-centric and companywide financial modeling, operational strategy development, financial statement accounting services, and income tax method analysis. This extensive industry experience enables him to offer valuable insights and advice to construction clients on market trends and best practices.

Carl’s thought leadership in the industry is well-established. He has been a featured speaker at national construction conferences hosted by prestigious associations, including the American Institute of Certified Public Accountants (AICPA) and the Construction Industry CPAs and Consultants(CICPAC). His influence extends across the Metropolitan area, where he has presented at events organized by the New York State Society of Certified Public Accountants (NYCPA) and the Construction Conference, as well as various trade associations. Additionally, he has published articles on a wide range of contemporary issues impacting the construction community.

Carl is the Chairperson of the Construction Financial Management Association’s (CFMA) National Emerging Issues and a member of the National Association of Surety Bond Producers' CPA Advisory Board. Before that, he served as a member of the Executive Committee of CICPAC, currently serving as the Thought Leader Committee chair. He has also served on the board for the New York City Chapter of CFMA, held an at-large position on the Institute of Certified Construction Industry Financial Professionals (ICCIFP) board, and was the Chairperson for the NYCPA Construction Contractors Committee.

Other professional affiliations include membership in the AICPA and the worldwide and New York City chapters of the Association of Certified Fraud Examiners.

Carl earned his Bachelor of Science in Accounting and his Master of Business Administration with a concentration in Management from the York College of Pennsylvania.

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