Westin Annapolis

9.30.18 - 10.1.18

Registration Countdown!

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SPEAKERS

John Bieber, CPA, CCIFP, CGMA

Chief Financial Officer- National Glass & Metal Co., Inc.

 

John Bieber is the Chief Financial Officer for National Glass & Metal Co., Inc. in Horsham, PA., which is an architectural metal and glass trade contractor. National Glass fabricates and installs curtainwall, windows, doors and interior glazing work for commercial projects in Eastern Pennsylvania, New Jersey and Delaware as well as storefronts for high-end retailers throughout the United States and Canada. John has been in the Construction Industry for his entire career, 26 years with 2 public accounting firms that had groups of professionals dedicated to serving Contractors and Real Estate Developers, most recently as a Director with CBIZ & Mayer Hoffman McCann P.C.  John has served as CFO for 2 contractors, including 5 years with a heavy highway contractor in the Philadelphia market and the past 8 years with National Glass. He graduated in 1980 from Villanova University with a B.S. in Accounting. John has been an active member of CFMA’s Philadelphia Chapter since 1989 and has served on numerous committees and Boards on both a local and national level, including President of the Philadelphia Chapter from April of 2014 through March of 2016. John has also served on the CCIFP Exam Development Committee, which is charged with preparing the exam questions. John has been involved for many years on the Steering and Program committees for the CFMA Mid-Atlantic Conference.

Jonathan A. Cass

Partner- Cohen Seglias Pallas Greenhall & Furman PC

 

Jonathan A. Cass is a Partner at Cohen Seglias and Chair of the Firm’s Insurance Coverage &Risk Management Group. He has extensive experience representing insureds and insurers in insurance coverage disputes. Jonathan has tried numerous cases in state and federal courts, and has represented clients before the Superior Court of Pennsylvania, the Appellate Division of the New Jersey Superior Court and the United States Court of Appeal for the Third Circuit. Jonathan received his J.D. from the Temple University Beasley School of Law and his B.A. from Swarthmore College.

Daniel Cohen-Dumani

Partner- Withum Digital Advisory

 

Daniel Cohen-Dumani is a Partner and the Market Leader for the Withum Digital practice. Daniel has more than 20 years of experience in the field of computer science and software development. Prior to leading the Withum Digital practice, Daniel founded Bethesda-based Portal Solutions, an information technology consulting firm, in 2002. His mission for Portal Solutions from inception was to be the leading provider of knowledge optimization solutions. With Daniel as CEO, the company thrived, becoming one of the fastest-growing firms in the Washington, D.C. area, as ranked by Inc. magazine.

 

Daniel was nominated in 2009 and 2010 as one of Washington D.C.’s Smart100 CEOs. Daniel is a frequent speaker at SharePoint conferences and user groups and is a recognized Microsoft Office 365 and SharePoint Subject Matter Expert.

 

Prior to founding Portal Solutions, Daniel served as the CTO of On Campus Marketing/Alloy, a Bethesda-based leading marketing firm; and prior to that he served as the CIO and Senior Vice President of the Execustay division of Marriott Corporation. Daniel graduated from the Swiss Federal Institute of Technology with a degree in Computer Science.

John A. Greenhall

Partner- Cohen Seglias Pallas Greenhall & Furman PC

 

John A. Greenhall is a Partner and Shareholder at Cohen Seglias. His clients hail from all areas of the construction industry and include general contractors, subcontractors, architects, engineers, sureties, and owners. John is a litigator with a particular emphasis on transactional work. He has handled cases at both the state and federal levels in a multitude of jurisdictions. John received his J.D. from The George Washington University Law School and his B.A. from Franklin & Marshall College.

John J. Higgins, CFP, CFS, AIF

Managing Partner- Patterson Smith Associates, LLC

 

As the Managing Partner of Patterson Smith Associates, LLC, John Higgins focuses on the design and implementation of employee benefit programs for companies in the construction industry, their firm also provides administrative, compliance and communication support to their plan sponsor clients. Benefit programs include: 

  • Retirement plans – (401(k), Profit Sharing, IRA’s) 
  • Group Health Insurance Plans 
  • Executive “Carve Out” Programs 
  • Prevailing Wage Programs 
  • Fiduciary Services

 

John has been involved in the employee benefits industry for over twenty five years and holds a Bachelor  of  Science  degree  in  Business  Administration  from  Villanova  University.    He   has continued his career-related education, earning the designations of Certified Financial  Planner® (CFP®), Certified Fund  Specialist (CFS®) and Accredited  Investment Fiduciary (AIF®).    He is also currently working towards his degree as a Certified Employee Benefits Specialist (CEBS).  His  registration  includes  FINRA  Series  7  (General  Securities)  and  Series  24  (Registered  Securities Principal), held through Commonwealth Financial Network.

 

John has had numerous articles published on the subjects of prevailing wage compliance, 401K plans,  group health insurance, and other related employer sponsored benefit programs by several  publications  including  ABC’s  Construction  Executive,  CFMA’s  Building  Profits,  New  York Construction News and Construction Data News magazines.

W. Christopher Kreicker, CFA

Senior Managing Director, Wealth Advisory- Wilmington Trust

 

Chris is responsible for developing and implementing customized investment advisory solutions for  Wilmington Trust.  In this capacity, Chris leads the firm’s 75+ investment advisors to ensure the integration of the firm’s best thinking with our clients’ current portfolios and preferences.

 

Chris has specialized in the wealth management business for over two decades.  He joined Wilmington Trust in 2001 to provide investment advice to some of our largest clients.  Since 2006, he has played a leadership role in the management of the firm’s investment advisors.  He is a member of the firm’s Investment Committee which is charged with developing Wilmington Trust’s strategic and tactical asset allocation advice.  Prior to joining Wilmington Trust, Chris served as Vice President and Portfolio Manager for PNC Advisors.

 

Chris holds a master’s degree from Penn State University and a bachelor’s degree in Economics from Valparaiso University.  He earned the Chartered Financial AnalystTM designation in 2001 and is a member of the CFA® Society of Philadelphia.  He has taught portfolio management at the graduate (MBA) level and frequently speaks on markets and the economy.  From 2009-2013, he served as President of and is currently a deacon for Concordia Lutheran Church in Wilmington, DE.

Jason Lumpkin, QKA, AIF®

Shareholder, Retirement Plan Services- Schneider Downs

Jason Lumpkin has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation, reporting, participant education and ongoing administration for defined contribution plans, including employee stock ownership plans.

 

Jason joined Schneider Downs in the Retirement Solutions practice in January, 2000. He currently serves as a Practice Unit Leader for SDAdvantage Retirement Solutions, LP (SDARS) and his duties include client relations, new business conversion, the management of the SDARS recordkeeping platform, plan design and compliance consulting, and plan corrections.

 

He received his Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals and Actuaries (ASPPA) in 2011 and obtained his Accredited Investment Fiduciary (AIF®) certification in 2017. In 2012, Jason was awarded the Martin Rosenberg Academic Achievement Award by ASPPA. The Award annually recognizes topperforming ASPPA examination candidates on credentialed exams.

 

B.S.—Business Administration, Indiana University of Pennsylvania

Steve McClatchy

 

Steve McClatchy is a keynote speaker, workshop leader and author of the New York Times Bestseller Decide: Work Smarter, Reduce Your Stress & Lead by Example.  Steve has spoken before thousands of audiences on the topics of leadership, performance, personal growth, and work/life engagement.  His client list includes the NFL, Google, Pfizer, Microsoft, Disney, NBC Universal, Accenture, John Deere, Under Armour,  Wells Fargo and Campbell’s Soup.  He is a frequent guest lecturer at Harvard and Wharton. He has appeared on ABC, CBS, Fox News, NBC’s Today Show and has been quoted in The Wall Street Journal, Fast Company, Entrepreneur and Investor’s Business Daily.  Steve’s passion is for continual improvement and believes that when we stop   learning, gaining experience and achieving goals we stop living.  Steve is best known for his passion, sense of humor and energetic personality.  You will be captivated, motivated and truly inspired by his unique and practical approach to effectiveness and success.

Travis Shaffer

Vice President of the Construction Practice Group- Conner Strong & Buckelew

 

Travis Shaffer joined Conner Strong & Buckelew in 2011 to oversee their Surety Operation. He also plays an integral role within Conner Strong & Buckelew’s Construction Practice Group advising construction companies on their entire risk management program including practice policies, controlled insurance programs, surety bonds and subcontractor default insurance. Prior to his position at Conner Strong & Buckelew, he was a Senior Underwriter at Liberty Mutual and Safeco Surety. Travis received his MBA from Widener University and his B.S. from Shippensburg University of Pennsylvania.

Sally Spencer-Thomas

 

Dr. Sally Spencer-Thomas: As a clinical psychologist, inspirational international speaker, impact entrepreneur, and survivor of suicide loss, Dr. Spencer-Thomas sees the issues of suicide prevention and mental health promotion from many perspectives. Dr. Spencer-Thomas was moved to work in suicide prevention after her younger brother, a Denver entrepreneur, died of suicide after a difficult battle with bipolar condition. Known nationally and internationally as an innovator in social change, Spencer-Thomas has helped start up multiple large-scale, gap filling efforts in mental health including the award-winning campaign Man Therapy (a program using humor to engage men in mental health) and the nation’s first comprehensive workplace program designed to help employers with the successful prevention, intervention, and crisis management of suicide. A recent invited speaker at the White House, Spencer-Thomas’ goal is to elevate the conversation and make suicide prevention a health and safety priority in our schools, workplaces and communities. Spencer-Thomas has also held leadership positions for the National Action Alliance for Suicide Prevention, the International Association for Suicide Prevention, the American Association for Suicidology, and the National Suicide Prevention Lifeline. She has won multiple awards for her advocacy including the 2014 Survivor of the Year from the American Association of Suicidology, the 2014 Invisible Disabilities Association Impact Honors Award, and the 2012 Alumni Master Scholar from the University of Denver, the 2015 Farbarow Award from the International Association for Suicide Prevention and the 2016 Career Achievement Alumni Award from the University of Denver’s Graduate School of Professional Psychology.

 

She has a Doctorate in Clinical Psychology from the University of Denver, Masters in Non-profit Management from Regis University, a Bachelors in Psychology and Studio Art with a Minor in Economics from Bowdoin College. She has written four books on mental health and violence prevention. She lives with her partner and three sons in Conifer, Colorado.

Tony Stagliano, CPA, CCIFP

National Director – Construction Industry Services, CBIZ MHM, LLC

 

Education

B.S., Business Administration - Villanova University

Professional Designations

Certified Public Accountant (CPA)

Certified Construction Industry Financial Professional (CCIFP)

 

Business Experience

Recognized throughout the Delaware Valley (Southeastern Pennsylvania, Southern New Jersey and Delaware) and nationally as a leading expert in construction industry financial management and tax consulting, Tony Stagliano is a licensed CPA who practices public accounting through Mayer Hoffman McCann P.C. (MHM) an independent CPA firm. He is also a managing director at CBIZ MHM, LLC. He has more than 35 years of experience exclusively with construction and real estate industry clients.

 

Tony is frequently asked to write and speak on construction industry topics. He has been a member of the Board of Advisors and contributor of articles to the Construction Accounting and Taxation publication.  Tony was the recipient of the Debra Hahn Memorial award which recognizes outstanding CFMA participation and activity on both the local and national levels. Tony was National Secretary of CFMA for the March 31, 2004 fiscal year. In 2007 he was honored as Associate Member of the Year by the CFMA Philadelphia Chapter.

 

In addition, Tony Stagliano actively participates in several other construction associations including the Associated Builders and Contractors, (ABC) having served on ABC’s National Tax Advisory Committee. He is the National Secretary/Treasurer and Chairman of ABC’s National Budget & Finance Committee and Retirement Committee. Tony is a member and past Chairman of the Affiliate Member Council of the General Building Contractors Association (GBCA), Philadelphia; and founding member and past President of the Construction Industry CPA’s/Consultants Association (CICPAC), a national group of CPA firms, currently comprised of over 75 certified public accounting firms specializing in accounting, tax and consulting services for the construction industry. Tony also developed the all day construction industry seminar for the Pennsylvania Institute of CPA’s that is held annually in the Philadelphia and Pittsburgh, PA areas.

 

In 2004 Tony earned the Certified Construction Industry Financial Professional (CCIFP) designation awarded by the Institute of Certified Construction Industry Financial Professionals, Inc. (ICCIFP), where he co-chairs the Examination Committee and Test Development Committee. He is also a trustee of the ICCIFP. Tony also co-authored the day-long CCIFP Overview course designed for reviewing the body of knowledge required to pass the 4.5-hour CCIFP certification examination.

 

Professional Memberships

Active in many construction industry organizations, Tony is a charter member, past treasurer and board member of the Philadelphia Chapter of the Construction Financial Management Association (CFMA) and has served several times on CFMA’s National Executive Committee. He was also Chairman of CFMA’s Education Committee, and their Accounting and Reporting Committee. Tony is still active in both of these Committees and is also a member of CFMA’s Certification and Investment Committees.

 

Additionally, Tony is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).

 

Specialties

Audit & Assurance

Business Consulting

Financial Accounting

Tax Planning & Consulting

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

Delaware

Greater Berks-lehigh Valley

Greater Pittsburgh

Maryland

New Jersey

New York

Philadelphia

South Jersey

Washington DC

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