Westin Annapolis

9.30.18 - 10.1.18

Registration Countdown!





Course Materials


Monday, October 1

TIME                             ACTIVITY

8:10 am - 9:50 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

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


Resilience at Work

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

Presented by: Daniel Cohen-Dumani, Withum Digital

Digital Transformation

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


IRS Examinations of Qualified Retirement Plans

Understand Your Role as a Fiduciary

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

Risk Transfer Provisions

3:55 pm - 4:45 pm

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

Presented by: Luke Tilley, Wilmington Trust


19th Annual Mid-Atlantic CFMA Conference Committee

Ryan Henigan, Cohn Reznick (Chair)

Kimberly Hullfish, C. Abbonizio Contractors Inc. (Co-Chair)

Steve Freinberg, Clearview LLC (Co-Chair)

Joe Artale, C. Abbonizio Contractors Inc.

John Bieber, National Glass and Metal

Joe Buckley, Allan Myers

Scott Damiecki, CohnReznick

David Holmes, Shapiro and Duncan

Mara Johnston, Star America Capital Advisors

Jim McGettigan, CBIZ / MHM

Chad Rosenberg, Rosenberg & Parker

Mike Sardo, W.L. Gary Co., Inc.

Denita Schreier, WDS Construction

Tony Stagliano, CBIZ / MHM

Audrey Stroman, N.B. Rogers Inc.

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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Hoop5 Networks provides IT and Web support services for CFMA Regional Conferences across the U.S.