Hilton Philadelphia

9.22.19 - 9.23.19

Registration Countdown!






Earn up to 12 CPE Credits!


The agenda was created to combine flexibility and maximum impact while also providing unique networking environments.

Sunday, September 30

TIME                             ACTIVITY

12:30 pm - 4:00 pm



5:00 pm - 6:30 pm

6:30 pm - 9:30 pm

Monday, October 1

TIME                             ACTIVITY

7:00 am - 8:00 am

8:00 am - 8:10 am

Welcome, General Info, Opening Remarks

8:10 am - 9:50 am



9:50 am - 10:05 am

10:05 am - 11:45 am

Keynote: Leading Relationships

Communicate Effectively, Resolve Conflict, Hold Others Accountable & Lead High Performance Business Relationships


Keynote Speaker- Steve McClatchy

11:45 am - 1:10 pm

1:15 pm - 2:30 pm

2 Concurrent Sessions

Session 1, Track 1- Resilience at Work: Partnering with Workplaces and Industry to Promote Wellness and Prevent Suicide


Presented by: Sally Spencer-Thomas


A sustained and comprehensive approach to workplace resilience is needed to help retain and recruit new talent, increase productivity and workplace morale, and even prevent suicide. In this presentation, Dr. Sally Spencer-Thomas highlight several strategies that are considered best practices in workplace wellness including “upstream” approaches of building resiliency through wellness work group teams, “midstream” approaches such as performance management conversations, and “downstream” approaches such as workplace crisis response. Several case examples of workplace and professional association collaborations are shared. The presenters will give participants a gap-analysis tool to help them assess "How Mentally Fit is My Workplace?"


Learning objectives:

  1. Describe at least three reasons justifying emotional wellness and suicide prevention in the workplace
  2. Identify at least three key strategies in a comprehensive approach to workplace wellbeing
  3. List at least three best practices for promoting mental health at work.



1.5 CPE Credit in Specialized Knowledge

Session 1, Track 2- How to enable Digital Transformation in the Construction Industry


Presented by: Daniel Cohen-Dumani, Withum Digital


Digital transformation journey has to be adopted in order to stay competitive. The Building and Construction industry productivity in general is largely left behind, compared to other industries, due to the slow digital transformation movement. Lack of automation, insufficient communication, inadequate risk management, and unsophisticated supply chain practices are the major factors hampering productivity and causing significant cost and time overruns. The need to boost productivity, coupled with the need to minimize project overruns and the reliance on unskilled labor, is the top driver for IT adoption in the construction industry. In addition, the combination of new trends like urbanization, connectivity & convergence, artificial intelligence, and other social trends are driving transformational changes in the industry. Ultimately, the move toward digital transformation will be inevitable for the building and construction industry.


During this session, we will focus on the following


  • What are the industry challenges that can to be solved with digital transformation?
  • What will happen to companies that cannot keep up with digital transformation?
  • What are the values drivers by adopting digital transformation in the building and construction sector?
  • Why must digital transformation be a part of the company's corporate strategy? What are the innovative business models that can be mirrored?
  • How does cloud technologies like the Microsoft Cloud, Officer 365, Azure and PowerBI can jump start Digital Transformation in the Construction Industry?


1.5 CPE Credit in Specialized Knowledge

2:40 pm - 3:45 pm

2 Concurrent Sessions

Session 2, Track 1- Top 401k Compliance Pitfalls and IRS/DOL Audits


Presented by:

John Higgins, PSA

Jason Lumpkin, Schneider Downs


Retirement plan sponsors are tasked with complex fiduciary and administrative responsibilities, with pitfalls around every corner. When compliance tasks fall through the cracks, the IRS, through the Voluntary Correction Program (VCP), provides a way for plan sponsors to correct mistakes and preserve their plans’ taxfavored status.


Let’s take a look at the Top 10 Failures discovered via the VCP, along with tips to help you avoid these mistakes and tighten up your company’s compliance practices.


1.5 CPE Credits in Specialized Knowledge

Session 2, Track 2- Risk Transfer Provisions – Are You Protected? Are You Exposed?


Presented by:

John A. Greenhall, Cohen Seglias Pallas Greenhall & Furman PC

Johnathan A. Cass, Cohen Seglias Pallas Greenhall & Furman PC

Travis Shaffer, Conner Strong & Buckelew


This session will be a panel discussion focusing on contractual risk transfer provisions from three separate perspectives:

(1) negotiating these provisions in construction contracts,

(2) how these provisions impact your insurance program, and

(3) the real world implications when something goes wrong and these provisions are triggered.


Attendees will not only learn how risk transfer provisions can help shift risk to other parties in the chain of contract, but also how this can lead to subcontractors unintentionally assuming outsized risks, including those that are potentially uninsured. This panel will benefit representatives from both general contractors/construction managers and subcontractors as both perspectives will be presented, analyzed, and discussed.


1.5 CPE Credit in Specialized Knowledge

3:45 pm - 3:55 pm

3:55 pm - 4:45 pm

General Session:  The State of the Construction Industry, Mid-Atlantic Region.


Presented by: Luke Tilley, Wilmington Trust


Our speaker will discuss the regional economy as it relates to our region.  Detailed information to follow soon!

4:45 pm

Closing remarks/Adjourn

The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Web site: www.learningmarket.org.

20th Annual Mid-Atlantic CFMA Conference Committee

Jim McGettigan, CBIZ / MHM (Chair)

Joe Buckley, Allan Myers (Co-Chair)

Denita Schreier, WDS Construction (Treasurer)

Helen Apostolico, Landmark Science and Engineering

Joe Artale, C. Abbonizio Contractors Inc.

Bruce Berg, Wickersham Construction

John Bieber, National Glass and Metal

George Crowell, Harris, Hardy & Johnstone, PC

Scott Derco, Citrin Cooperman

Michael Dishaw, Sr., Infrastructure and Industrial Contractors USA

Kimberly Hullfish, C. Abbonizio Contractors Inc.

Faith McDermott, Scientifix, LLC

Jamie McDonald, Schlouch Excavating

Amanda Raman, Therrien Waddell

Steven Schertz, Henegan Construction

Vikki Scolaro, Bank of America

Maureen Sibold, Aronson, LLC

Tony Stagliano, CBIZ / MHM

Chavon Wilcox, Aronson, LLC

Mid-Atlantic Region CFMA Chapters:

Central Pennsylvania

Central Virginia


Greater Berks-lehigh Valley

Greater Pittsburgh


New Jersey

New York


South Jersey

Washington DC

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