Hilton Philadelphia

9.22.19 - 9.23.19

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


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

© Construction Financial Management Association. All Rights Reserved.

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