Hilton Philadelphia

9.22.19 - 9.23.19

Conference Countdown!

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SPEAKERS

Michael Beaver

Conway MacKenzie

 

Michael Beaver specializes in providing liquidity management, financial modeling, strategic planning, turnaround, and operational management services to both performing and under-performing companies in the engineering, construction, and real estate industries.

 

Previous Experience:

Before joining Conway MacKenzie, Mr. Beaver held a variety of management positions across several companies in the construction and engineering industry.  In these roles, Mr. Beaver was critical in delivering value by automating tracking tools, creating resource planning and optimization models, developing cost reduction strategies, and leading lean/value engineering initiatives. Mr. Beaver has significant experience operating in financially distressed environments. In addition, Mr. Beaver previously served as the Chief Financial Officer of a start-up design and engineering firm, where he was responsible for the oversight of all financial and legal matters of the company.

 

Education & Professional Organizations:

Mr. Beaver earned his Masters in Business Administration with a concentration in finance from the Lundy-Fetterman School of Business at Campbell University.  He earned his Bachelor of Science in Business Administration with a concentration in accounting and finance from Drexel University.  His credentials include:

  • Certified Public Accountant (CPA)
  • Certified Construction Industry Financial Professional (CCIFP)
  • Certified Insolvency & Restructuring Advisor (CIRA)
  • Green Belt Six Sigma (GBSS)
  • Lean Sensei

 

He is a member of the Construction Financial Management Association, Turnaround Management Association and the American Bankruptcy Institute.

 

Publications/Presentations:

“To Lend or Not to Lend? This is the Construction Sector Question.” ABL Advisor, August 15, 2018

http://www.abladvisor.com/blogs/14576/to-lend-or-not-to-lend-that-is-the-construction-sector-question

 

“Building for the Future – New Realities in Construction Lending.” ABL Advisor, March 6, 2019

http://www.abladvisor.com/articles/15876/building-for-the-future-new-realities-in-construction-lending

 

Presenter, ELFA Equipment Management Conference & Exhibition 2018, “An Update on Construction Industry” (February 2018)

Herb Brownett, CCIFP

President- Brownett & Associates, LLC

 

Herb Brownett, CCIFP, is the President of Brownett & Associates, LLC, a construction financial management and technology consulting firm.

 

Prior to forming his consulting firm, he was CFO of Brubacher Excavating, Inc., Executive V.P of Textura Corp, Senior V.P of Finance of The Norwood Company and V.P. of Finance of Clark Construction.  A construction financial professional for more than 30 years, he holds a BS and MBA in Finance/Accounting from Florida State University.  He is also a graduate of the Executive Strategic Planning program at The Wharton School of Business.

 

A CFMA member since 1988, Herb has been National Chairman of CFMA, National Chairman of the ICCIFP and President of the Greater Washington DC Chapter. He is currently active with the Philadelphia Chapter. He holds CCIFP Certificate #1 and is a recipient of the CFMA Danny Parrish Leadership Award and the ICCIFP Vision and Leadership Award.

 

Herb is a frequent presenter at various CFMA Conferences and Chapters.  A contributing author to CFMA Building Profits magazine, he has also been published by the Journal of Construction Accounting and Taxation and Construction Executive Magazine.

Jack Callahan, CPA

Partner - CohnReznick

 

With more than 25 years of experience, Jack Callahan serves as CohnReznick's Construction Industry Leader. He has significant knowledge and experience in accounting, corporate taxation, and business consulting matters within the construction community. Jack serves clients in most construction sectors including: heavy highway, general contractors, construction management, specialty contractors, building trades, and building supply and equipment companies. He has worked extensively with public agencies and major construction owners to develop successful fiscal and integrity monitoring programs that enable contractors to improve the profitability, safety, and integrity of construction programs. He was a lead partner for CohnReznick on the monitoring and investigative work performed at Ground Zero and at the new World Trade Center Transportation Hub.

Jonathan A. Cass

Partner- Cohen Seglias Pallas Greenhall & Furman PC

 

As chair of Cohen Seglias’ Insurance Coverage & Risk Management Group, Jonathan counsels clients on insurance coverage issues and has an in-depth knowledge of risk management provisions relevant to the construction industry, including indemnification clauses and insurance requirements. When conflicts arise, Jonathan partners with his clients to solve their legal issues and provide creative solutions to achieve success on their terms. As a seasoned litigator, Jonathan understands that there is no one-size-fits-all remedy for business disputes. He appreciates the risks associated with these matters and recognizes that litigation is not always the appropriate course of action.

Laura Cataldo

Senior Manager- Baker Tilly Virchow Krause, LLP

 

Laura works with construction-related firms of all sizes to evaluate business practices and assist with management challenges. Having worked in the construction industry for almost 25 years, Laura offers a depth of experience working with contractors to improve profitability and succeed in the changing marketplace. She excels at working with dynamic and demanding environments that require relationship building, versatility and challenge.

 

Specific experience

  • Experienced in leading strategy development and defining initiatives required to meet strategic goals
  • Strong understanding of industry trends and challenges faced by the construction industry
  • Management consulting for labor organizations, trade associations and private construction contractors with a focus on strategic planning and organizational effectiveness, business development strategy and workforce development
  • Development and delivery of programs intended to increase business management skills for contractors and prepare individuals for leadership roles
  • Championed business development initiatives that increased opportunities, grew market position and strengthened relations with industry partners

Education

  • University of Wisconsin – Milwaukee
  • Bachelor of Arts in Public Administration
  • Korn-Ferry Leadership Assessment Potential (2018)

Industry involvement

  • Associated General Contractors (AGC) of America; Industry Recruitment Taskforce
  • Destination Career Academy of Wisconsin
  • Workforce Development Board of South Central Wisconsin

Community involvement

  • Badgerland Council of Girl Scouts – troop leader
  • Junior Achievement – professional mentor/volunteer
  • Our Lady Queen of Peace
  • Regent Soccer Club – team manager
  • TEMPO
  • West Madison Little League – team manager

Thought leadership

  • ­How to Determine Whether a Project is Worth the Risk, Construction Executive, February 2018
  • ­Changing the Perception of Construction Careers, CFMA Building Profits, January/February 2018
  • IUPAT, Fundamentals of Successful Contracting; May 2017
  • 2017 AGC of America Annual Convention; March 2017
  • Construction Business Group Winter Conference, January 2017
  • Wisconsin Building Trades Conference, March 2016
  • Leadership Development to Ensure Success Today and in the Future, ASA Contractor’s Compass October 2016
  • Fifty Shades of Grey – Ethical Considerations for the Construction Industry, ASA Contractor’s Compass September 2016
  • The Importance of Connecting with Tomorrow’s Workforce, ASA Contractor’s Compass July 2016
  • Building for the Future – Addressing Construction Industry Workforce Issues, ASA Contractor’s Compass December 2015

Keynote Speaker

Cynthia Cooper

CEO- The CooperGroup, LLC

 

Cynthia Cooper is an internationally recognized speaker, consultant, and best-selling author. She was named one of Time Magazine’s Persons of the Year for her role in uncovering the fraud at WorldCom and has been featured as one of twenty-five most influential working mothers in Working Mother magazine.

 

Cynthia is a recipient of the Maria & Sidney E. Rolfe Award for her contributions to educating the public about economics, business and finance. She is the first woman to be inducted into the American Institute of Certified Public Accountants Business Hall of Fame. In addition, Cynthia is an inaugural inductee of the Institute of Internal Auditors American Hall of Distinguished Audit Practitioners, and she is the first woman to receive the American Accounting Association’s Accounting Exemplar Award.

 

Cynthia has been featured in national periodicals such as The Wall Street Journal, USA Today, CFO Magazine and Business Week. She has served on panels with notables such as Anderson Cooper, Donna Brazile, and Grover Norquist and has appeared on programs including Fox Business’ America’s Nightly Scoreboard, PBS’s Tavis Smiley, NBC’s The Today Show, ABC’s This Week with George Stephanopoulos, CSPAN’s BookTV, CNBC’s The Big Idea with Donnie Deutsch, and CNBC’s Squawk Box.

 

Cynthia serves on the Board of Directors for the National Association of State Boards of Accountancy Center for the Public Trust dedicated to advancing ethical leadership in business, institutions and organizations. She previously served as Chairman of the Board of Regents for the Association of Certified Fraud Examiners and as a member of the Standing Advisory Group of the Public Company Accounting Oversight Board (PCAOB).

 

Cynthia has donated all of the profits from her book to ethics education for students. She serves on advisory boards for Mississippi State University and Louisiana State University and previously served on advisory boards for the University of Alabama and Lehigh University.

 

Cynthia served as Vice President for MCI where she and her team helped the company move forward and successfully emerge from bankruptcy. Cynthia began her career in public accounting and previously worked in Atlanta, Georgia for Deloitte and Touche and Pricewaterhouse.

John A. Greenhall

Partner- Cohen Seglias Pallas Greenhall & Furman PC

 

As chair of Cohen Seglias’ Insurance Coverage & Risk Management Group, Jonathan counsels clients on insurance coverage issues and has an in-depth knowledge of risk management provisions relevant to the construction industry, including indemnification clauses and insurance requirements. When conflicts arise, Jonathan partners with his clients to solve their legal issues and provide creative solutions to achieve success on their terms. As a seasoned litigator, Jonathan understands that there is no one-size-fits-all remedy for business disputes. He appreciates the risks associated with these matters and recognizes that litigation is not always the appropriate course of action.

Emily Gunther, CPA, CCIFP

Principal, CliftonLarsonAllen LLP

 

Emily is the principal‐in‐charge for CLA’s Philadelphia area construction practice and is a member of the firm‐wide construction leadership team. She has 20 years of public accounting experience.

 

Technical experience

Emily has extensive experience working with contractors, architects, engineers and professional service companies. She provides assurance, tax, consulting and succession planning services. Emily also has experience working with Direct Labor and Indirect Overhead Cost audits in accordance with Federal Acquisition Regulations (FAR) Part 31.

 

Education/professional involvement

  • Bachelor of Arts in Accounting from Holy Family University
  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Construction Financial Management Association
    • Past treasurer of the Philadelphia Chapter
  • American Council of Engineering Companies of Pennsylvania
  • Institute of Certified Construction Industry Financial Professionals (ICCIFP)
    • Past member of the board of trustees
  • National Association of Women in Construction
    • Past treasurer of the Philadelphia Chapter

Greg Jasina

Vice President, Projects- Lockton Companies

 

Greg is vice president—projects for Lockton’s Northeast Series Commercial Insurance Construction team, located in the Boston office. In this role he is responsible for working with construction and real estate clients to implement and manage wrap-up insurance programs (owner-controlled and contractorcontrolled) as well as working with general contractor clients to implement and manage subcontractor default insurance programs.

 

While at Gilbane (ENR Top 15), Greg was responsible for growing and managing all aspects of their Rolling Contractor Controlled Insurance Program (CCIP) and Contractor Default Insurance Program. Additionally, he led a team of subcontract risk managers and analysts who worked with subcontractors managing prequalification, insurance terms and conditions modifications, safety evaluation, and certificate of insurance compliance as well as CCIP program administration. His earlier career experience includes serving as a purchasing agent, project engineer and superintendent on various large construction projects.

 

Greg joined Lockton in 2018.

 

Current and Previous Positions

Lockton Companies, Vice President—Projects

Gilbane Building Company, Director of Subcontract Risk Management

 

Education

BS in architecture with concentration in construction management

The Catholic University of America (Washington, D.C.)

Richard F. King, CPA, CCIFP

Treasurer/Chief Financial Officer- Schlouch Incorporated

 

Richard F. King, CPA, CCIFP is the Treasurer/Chief Financial Officer at Schlouch Incorporated in Blandon, PA.  He manages all aspects of accounting, finance, IT, insurance, Human Resources and administration.

 

Rich earned a BS in Business Administration from Bloomsburg University of Pennsylvania.  He has over thirty years’ experience in public accounting and industry.  He has spoken on various accounting, technology and HR topics at CFMA local, regional and national conferences as well as software users’ conferences, trade association meetings and YPO’s 2018 Construction Industry Roundtable.

 

Rich is a founding member and past President of CFMA’s Greater Berks-Lehigh Valley, PA Chapter.  He has served on various CFMA national committees including serving as the co-chair multiple times for CFMA’s Conference Planning Task Force and Heavy/Highway Committees.  Rich continues to serve on both of these committees and is also the co-chair of the Advanced Sessions Task Force.  He also serves on the board of directors for the Lehigh Valley Business Coalition on Healthcare and chairs the Building Committee at his church.

 

Rich received CFMA’s Deborah Hahn Memorial Award in 2008 and was named CFO of the Year by Lehigh Valley Business in 2015.   In addition, in 2016, Schlouch Incorporated received AEMP’s Fleet Masters Award for excellence in equipment fleet management.  Rich also received CFMA’s Midatlantic Conference Trail Blazer Award and LVBCH’s Leadership in Wellness Recognition Award.

Carl Oliveri

Partner and Construction Practice Leader- Grassi & Co

 

Carl Oliveri is a Partner and the Construction Practice Leader at Grassi & Co. Carl possesses 20 years of experience working with clients in the Construction Industry, particularly concerning financial statement preparation, income tax preparation, cash flow and operations forecasting as well as litigation and cost claim support with related negotiations. His extensive industry experience allows him to provide insight and advice to construction clients on marketplace trends and best practices.

 

A thought leader in the industry, Carl has presented nationally at the American Institute of Certified Public Accountants (AICPA) and Construction Industry CPAs-Consultants Associations (CICPAC) Construction Conferences, and across the Metropolitan area including: the New York State Society of Certified Public Accountants (NYSSCPA) Construction Conference, and the General Contractors Association, Building Trade Employers’ Association. Additionally, he has published articles on contemporaneous issues such as the current state of the New York Metropolitan Construction Industry, American Taxpayers Relief Act, Contractors’ Sales Tax Issues and the upcoming impact of Public Private Partnerships.

 

Carl is a member of the Executive Committee and the President of CICPAC, where he also serves as the Thought Leadership Committee chair. He also serves on the board for the New York City Chapter of the Construction Financial Management Association (CFMA) as the Vice President, and was the chairperson for the NYSSCPA Construction Contractors Committee for two terms. Most recently, Carl was appointed an at-large position on the board of the Institute of Certified Construction Industry Financial Professionals (ICCIFP), and named to the National Association of Surety Bond Producers CPA Advisory board. Other professional associations include American Institute of Certified Public Accountants (AICPA), the worldwide and New York City Association of Certified Fraud Examiners.

 

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

Barrett Richards

Senior Managing Consultant- GREYHAWK

 

Barrett has over 20 years of experience in project management oversight; claims and litigation support; project planning and scheduling; as well as preconstruction and construction cost estimating. He has provided services at all stages of the construction lifecycle, from feasibility studies through project close-out, and construction claim preparation and analysis. Barrett has provided construction cost assessment services during project design, developed and updated fully detailed cost estimates throughout project design, created and analyzed project schedules, facilitated change order negotiations, prepared cost-to-complete reviews, provided construction management services, developed construction claims for both owners and contractors, and served as an expert witness. His clients have included public and private sector entities in the following industries: aviation, commercial real estate, financial services, hospitality/entertainment, petrochemical, power/utility, state and local government agencies, education, and residential.

 

In addition, he has been a speaker and educator on the topics of construction cost estimating and planning and scheduling. He has stressed the importance of producing and maintaining accurate and timely cost and time records for the benefit of all project stakeholders.

 

Recently Mr. Richards managed a team for a program on behalf of the Client responsible for more than 100 dealer locations across the United States. Previously, Mr. Richards led teams supporting a multi-billion dollar external audit engagement related to nuclear construction plants in the United States, China and the Middle East, reviewing and validating remediation costs for a $200 million flood loss claim in Detroit, Michigan, and advising the Client on a $170 million contract relative to a new $2 billion water treatment plant in the Bronx, New York.

 

Mr. Richards has performed similar services on behalf public entities such as the United States Federal Aviation Administration, Ohio Department of Transportation, and the New York City Office of Management and Budget, as well as private owners/developers including AIG, Turner Construction Company, and Ameren Corporation.

 

EDUCATION

  • Hofstra University- MBA, International Business
  • Brigham Young University- BS, Construction Management

 

LICENSES & REGISTRATIONS

  • Certified Cost Consultant
  • Certified Estimating Professional
  • Planning and Scheduling Professional

 

INDUSTRY AFFILIATIONS

  • Association for the Advancement of Cost Engineering International (AACEI), Member
  • American Bar Association (ABA), Associate Member
  • Boy Scouts of America, Suffolk County Council, Board Member
  • Construction Financial Managers Association, General Member
  • New York City Bar Association, Construction Law Committee, Affiliate Member

 

REPRESENTATIVE PROJECT EXPERIENCE

  • World Trade Center Transportation Center, New York, NY
  • Victorian Desalination Plant, Victoria, Australia
  • Croton Water Treatment Plant, Bronx, NY
  • East Side Access Rail Station, New York, NY
  • State Route 167 Extension Project, Puyallup, WA
  • Sacramento International Airport, Sacramento, CA
  • Dulles Corridor Mobility Project, Washington, DC
  • Nassau County Building Consolidation Program, Mineola, NY
  • Caithness Power Generation Plant, Yaphank, NY
  • Newtown Creek WWTP, Brooklyn, NY
  • Infrastructure Improvement Program, Houston, TX
  • Brooklyn Academy of Music, Brooklyn, NY
  • Lehman College Computer Center, Bronx, NY
  • TSA Conveyance System Projects, United States

 

TESTIFYING EXPERIENCE

  • Expert - New Yorker Hotel Management Company LLC (NYHMC) vs Danica Group LLC; American Arbitration Association

 

EMPLOYMENT HISTORY

  • 1999-2007, 2016 – Present
    • GREYHAWK- Managing Consultant, Construction Managers and Consultants
  • 2014 – 2016
    • Ernst & Young-  Senior Manager, Construction and Real Estate Advisory Services
  • 2010 – 2014
    • Deloitte- Manager, Capital Projects
  • 2008-2010
    • Strategy LLC- Senior Consultant, Construction Claims Consultants
  • 2007-2008
    • Carter Burgess/Jacobs Engineering- Group Manager, Design Engineers and Construction/Program Managers

 

REPRESENTATIVE PUBLICATIONS/PRESENTATIONS/AWARDS

  • Panelist, Construction Financial Management Association, Long Island NY Chapter: “Construction Delay Claims: From Inception to Resolution – Building & Presenting a Claim” (February 2019)
  • Presenter, Lorman Education Services, Webinar: “Float Ownership Issues in Construction Project Management” (January 2019)
  • Presenter, Halfmoon Education Inc.: New York area: “Managing Construction Contracts” (2017, 2018)
  • Presenter, American Society of Civil Engineers, New York Metro Chapter: “Managing Construction Risk” (March 2018)
  • Presenter, New York City Bar Association – Construction Law Committee, New York City: “Litigating Construction Project Disputes – 201” (November 2017)
  • Presenter, Marcum Construction Summit, New Haven, CT: “Managing the Risk of Claims in Construction” (September 2017)
  • Presenter, Lorman Educational Services: New York, NY: “Managing Construction Projects” (2008, 2010, 2014)
  • Sponsoring Expert, American Bar Association: Forum on the Construction Industry Trial Academy (2012, 2013)
  • Adjunct Professor, The Pratt Institute: Computer Applications for Construction Management
  • Adjunct Professor, Farmingdale State College: Computer Applications for Construction Management
  • Guest Lecturer, City College of New York, School of Engineering
  • Presenter, New Jersey State Bar Association Construction Law Section: “AACEi Recommended Practice 29R-03 – Forensic Schedule Analysis Status Update: Practical and Legal Implications”
  • Presenter, AACE Annual Meeting, New Orleans: “Cautions of Computerized Estimating”
  • Presenter, AACE Annual Meeting: Las Vegas: “Estimate Reconciliations”
  • Presenter, AACE Annual Meeting: Toronto: “10 Cents on Estimating”
  • Presenter, AACEi North East Symposium: “Abuses and Misuses of Public Works Schedules”

Jeff Robinson

President- PAS, Inc.

 

Jeff is President of PAS, Inc., in Saline, Michigan, a company that specializes in compensation research and consulting for the construction industry.

 

A graduate of Eastern Michigan University, Jeff has over forty years of experience in the construction industry. Prior to founding PAS, Inc. in 1979, he spent ten years with a large Midwest contractor, holding several project positions in accounting, office management, controls, workforce planning, and corporate positions in human resources and compensation administration.

 

Jeff is a member of the Associated General Contractors of America, the Associated Builders and Contractors, the National Utility Contractors Association, the Construction Financial Management Association, SHRM, AICPA, and WorldatWork (formerly the American Compensation Association). He is a past national secretary of the CFMA and currently serves on CFMA’s Accounting & Reporting and Publications Committees. Jeff is also a member of AGC’s Open Shop and Union committees.

Sarah Stegman, Director

Director- Cohn Reznick

 

Sarah Stegman is a Director at CohnReznick and serves in the Construction practice. Sarah has over 20 years of experience in various roles in the construction industry in operations, accounting, and IT. In her current role, she provides implementation or post implementation support for construction ERP. Implementation support can include documentation, minor customizations, spec documents for complex customization for either product, or simply leading discussions around crucial decision points. Post implementation support can include business process reviews to help identify potential efficiencies, execution of previously identified opportunities, or automation of existing processes based on her knowledge of how the system can best be utilized. She has experience in all areas of the industry and is able to provide these services whether it’s related to Operations or support departments. She maintains positive relationships with Viewpoint, CMiC, and other service providers and as such, has access to several resources to provide assistance through any complexity.

 

Education

  • Xavier University: Bachelor of Science, Accounting
  • Xavier University: Master of Business Administration, Change Management

 

Community Involvement

  • Leukemia & Lymphoma Society
    • Light the Night National Team, Founder & Captain of “Construction Cares”
    • Tri-State Chapter Board of Trustees, former Trustee
  • Life Success Seminars, Board of Trustees, former Vice President

 

Professional Affiliations

  • Construction Financial Management Association (CFMA)

Don Swasing, CEM, STSC

Chief Operating Officer- Schlouch Incorporated

 

Don Swasing, CEM, STSC is the Chief Operating Officer at Schlouch Incorporated in Blandon, PA.  In his role, Don is responsible for developing and implementing operational strategies that support business and financial objectives. In addition, his responsibilities include overseeing operational efficiency, process improvement, safety leadership, culture development, workforce development, fleet management, project management, risk management, business development and client value creation.

 

Don has over thirty-five years’ experience in the construction industry and is a recognized expert in applying innovative concepts to increasing team skills to higher performance in all areas of the operation.  He has spoken on various safety, leadership, and fleet topics at AEMP national conferences as well as various trade association meetings including NUCA-PA.

 

Don has completed Leadership Development, Project Management and Risk Management Certificate Programs from Penn State University.  In addition, in 2016, Schlouch Incorporated received AEMP’s Fleet Masters Award for excellence in equipment fleet management.  In 2018, Don accepted an Industry Impact Award from NUCA-PA on behalf of Schlouch Incorporated for Leadership Programs developed by Schlouch Key Leaders and presented to NUCA members over four years.

Anthony Tomassetti, CPCU, CIC, CRM, ARM

Area VP-Technical Operations- Arthur J. Gallaher & Co.

 

Anthony (“AT”) has over 37 years of experience in Risk Management and Insurance.   A graduate of The Pennsylvania State University’s school of Business with a degree in Insurance, AT spent his early career underwriting for prominent insurers.  Following that, AT spent over 30 years in the brokerage/consulting arena, assisting production, account management and claims staff in meeting clients’ needs.

 

AT is adept at designing tailored insurance programs, evaluating coverage, and sharing his knowledge in training and quality assurance capacities.  He serves Gallagher as the technical lead in the Mt. Laurel, NJ office and has experience with the coverage needs of many different industries, along with the commercial insurance marketplace’s response to those needs, including Group Captives.  AT is actively involved in implementing the Risk Management Process in his work, and believes that identifying exposures is a paramount first step to any undertaking in the field. He has served as an expert witness, yet strongly prefers to avoid litigation through clear and well-drafted communication/contracts/policies!

 

AT resides in Plymouth Meeting, PA with his wife and three teenage children. He is an avid Chesapeake Bay sailor.

Thomas S. Tripodianos

Partner- Welby, Brady & Greenblatt, LLP

 

EXPERIENCE

WELBY, BRADY & GREENBLATT, LLP (AV Rated), White Plains, Partner   2001 – Present

Practice encompassing all aspects of construction and real estate law including residential and commercial transactions, suretyship and guarantee, breach of contract, payment claims, mechanics' liens, delay claims, extra work claims, and construction defect claims.  Provide project advice, planning and counseling; contract negotiation, review of all types of construction and development ventures.  Represent buyers, sellers, lenders, developers, general contractors, construction managers, owners, architects, engineers, subcontractors, suppliers, sureties, developers, homeowners and other entities connected with the construction and real estate industry in transactional matters as well as the prosecution and defense of claims in litigation, arbitration, mediation, administrative law hearings.

 

LAW OFFICES OF MELVIN J. KALISH, Mineola, Associate   2000 – 2001

Represented public and private owners, contractors, subcontractors, and developers during, contract negotiation, dispute resolution, and litigation in claims and suits involving performance or payment bonds, architects, engineers, contractors, and owners on projects of all sizes and complexities in trial and appellate courts, and arbitration forums.  Reviewed, organized, and interpreted project documents and analyzed the responsibilities of the multiple professionals involved in construction projects.  Advised clients on obligations and rights in each phase of their construction practice.

 

PERRY, KEARON & CAMPANELLI, LLP Westbury, , Associate   1999-2000

Served as counsel to a wide variety of individuals, local and national businesses.  Provided a wide range of litigation services from preliminary case investigation through pretrial discovery, hearings, motions, and trial.  Areas of practice included, general business law, corporate law, commercial law, partnership law, taxation, bankruptcy, real estate, intellectual property, criminal, and traffic. Duties included court appearances, legal drafting, depositions, motion practice and extensive client contact.

 

WURMAN AND BIRNBAUM, Hempstead, Associate   1996-1999

General practice focusing in the areas of commercial litigation, corporate, and real property. Represented a variety of clientele including individuals, cooperative corporations, small and large businesses, and financial institutions in connection with collections, landlord-tenant, real estate closings, residential and commercial leasing, and mortgage foreclosures. Provide clients with representation, from general counseling to litigation, in a broad range of practice areas.

 

REPORTED CASES

New Rochelle Contracting Corp. v. American Steel Erectors, Inc.,

  • 304 A.D.2d 581, 758 N.Y.S.2d 363, 2003 N.Y. Slip Op. 12863, N.Y.A.D. 2 Dept., Apr 07, 2003 (Interplay of Lien Law Articles 2 and 3-a remedies)

Southeast Mechanical Corp. v. Board of Educ. of Carmel Cent. School Dist.

  • 49 A.D.3d 858, 854 N.Y.S.2d 481 (2008)  (Contractual Notice of Claim as condition precedent to litigation)

Underpinning & Found. Constructors, Inc. v. U.S. Fid. & Guar. Co.,

  • 325 F. Supp. 2d 194 (E.D.N.Y. 2004) (subcontractor was proper claimant under payment bond notwithstanding variance in its corporate name on subcontract)

 

 

EDUCATION

HOFSTRA UNIVERSITY SCHOOL OF LAW, Hempstead, New York

J.D. conferred May 1996

Activities:  International Law Society- Vice President, Trial Advocacy Club, Inns of Court, National Institute of Trial Advocacy, Advised and assisted Trial team, Competed in and judged the Trial Advocacy Competition, Unemployment Action Center.

 

ST. JOHN’S UNIVERSITY, Jamaica, New York

B.A. in Government and Politics, Magna cum laude, May 1993

Dual Minor in Philosophy and Psychology

Honors: Dean’s List (all semesters); St. John’s College Honors Program; Golden Key National Honor Society

Activities:  Political Science Club- Assistant Treasurer; Creative Writing Club

 

BAR ADMISSIONS

United States Court of Appeals, Second Circuit

United States District Court

  • Eastern District of New York
  • Southern District of New York
  • Northern District of New York
  • District of Massachusetts

New York State Bar

Commonwealth of Massachusetts

Commonwealth of Pennsylvania

Connecticut State Bar

 

ASSOCIATIONS

Construction Financial Managers Association – New York City Chapter

  • Board of Directors (2018-present)
  • Education Committee, – Chairman

Orange County Bar Association,

  • Construction Law Committee, – Chairman
  • Judiciary Committee
  • Continuing Legal Education Committee

Hudson Valley Builders and Remodelers Association

  • Board of Directors (2005-present), President
  • Continuing Education Committee
  • Grievance Committee
  • Membership Committee

The American Hellenic Educational Progressive Association (AHEPA),

New York State Licensed Real Estate Broker,

Free and Accepted Masons.

 

ADDITIONAL INFORMATION

Lorman Faculty Member.  Continuing Legal Education instructor.  Author of monthly construction industry column appearing in trade publication.  Trained in Alternative Dispute Resolution, Fluent in written and spoken Greek.

Lisa M. Wampler

Partner- Cohen Seglias Pallas Greenhall & Furman PC

 

Lisa is a trusted advisor to her clients throughout the construction process. With an active and diverse construction litigation practice, she represents owners, general contractors, construction managers, and the different trades in complex matters involving all phases of the construction process. Lisa works with her clients to manage risks to avoid litigation when possible. This includes negotiating and reviewing contracts to prevent future issues.

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

Delaware

Greater Berks-lehigh Valley

Greater Pittsburgh

Maryland

New Jersey

New York

Philadelphia

South Jersey

Washington DC

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