HELPING YOU BUILD A BETTER BOTTOM LINE
HELPING YOU BUILD A BETTER BOTTOM LINE Construction Financial Management Association
Maximizing Your Existing ERP Software Solution or Invest in Change
FEATURED SPEAKERS: Frank DiLorenzo, Senior Representative-General Contractors
Thursday, February 19th, 2015 (12:00 PM – 1:30 PM) Marriott, Rancho Cordova • 11211 Point East Dr., Rancho Cordova, CA 95742
Viewpoint Construction Software www.viewpointcs.com
Joann Hillenbrand, Chief Financial Officer
EDUCATION SESSIONS: Is your company considering a software migration or are you looking to further utilize your existing software to its fullest potential? Our panelists have either recently maneuvered through software upgrades or have extensive experience in software solution evaluation, selection, conversion and
AIRCO Mechanical www.aircomech.com
Also to be discussed: • How to identify the need to invest in a new software system • How to assess your team’s readiness to embark on an
Cahill Contractors, Inc. www.cahill-sf.com
implementation • How to prepare for your implementation
Cathy Robb, Director of Administration
implementation. We will be discussing how to identify
• What challenges you should expect during the implementation
your company’s business critical needs, and how a
• Additional configuration and add-on solutions and how they
successful software implementation addresses them, what questions you should be asking, and best practices for implementation and team training. This workshop is geared towards Executives, CFOs, Financial Managers, Senior Operations, Estimating and Field team members that are key to a successful implementation.
LUNCH WILL BE SERVED: Chicken Marsala with Polenta, Kale & Mushroom Marsala Jus
Mike Grant, Chief Financial Officer
integrate with your system
Flint Builders www.flintbuilders.com
Kevin Mosher, Vice President of Operations Flint Builders www.flintbuilders.com
REGULAR INDIVIDUAL MEMBERS NON-MEMBERS
$ 50 $ 60
AT THE DOOR INDIVIDUAL MEMBERS NON-MEMBERS
Sean Collins, Credit Manager
A. Teichert & Son, Inc. www.teichert.com
$ 60 $ 70
READY TO REGISTER?
http://cafe.cfma.org/sacramentoca/events
Questions or cancellations? Please contact Erin Stacher: (P): (916) 912-4200 x 723 • (F): (916) 244-0413 (E): [email protected]
Cancellation/Refund Policy:
Visit us on online http://cafe.cfma.org/SacramentoCA
Cancellations/Refunds must be communicated to us via email or phone call 1-week prior to the event. You may send a substitute to take your place if your cancellation request has not been received in time. “No Shows” will be billed if a cancellation request is not received in time.
HELPING YOU BUILD A BETTER BOTTOM LINE Construction Financial Management Association
BRAIN STORMING & PROBLEM SOLVING
PROFESSIONAL ADVANCEMENT
Have a difficult insurance, personnel, or job costing problem? Don’t reinvent the wheel — use the real world experience of other CFMA members! You know how tough it is to be a team of one, so call on the vast experience and hard-won knowledge of other CFMA members when you’re in a jam.
The CFMA experience is all about education and networking and the best part is — you come out the winner!
FAST FIVE
MEMBERSHIP IS APPROPRIATE FOR:
“The Heat is on for CA Employers- Dealing with SB 435 Compliance”
INFORMATION SHARING Whether it’s local chapter programs, regional seminars, or national conferences, CFMA concentrates on education that is specialized, focused, and specific to your needs as a financial manager within the construction industry.
REFERRALS Learn about the expertise and skills of our Associate Members through referrals from experienced CFMA professionals and other General Members. Meet Associate Members at meetings and decide whether your companies match.
General Member General Contractors Specialty Contractors Developers / Owners Architects Engineers Associate Member Accountants Attorneys Bankers Equipment Suppliers Industry Consultants Insurance Material Suppliers Technology Solutions
SPONSORS:
John Bolce with LP Insurance
UPCOMING EVENTS: Captive Insurance Program Overview March 19, (12:00 PM)
Construction Accounting Basics (1 Day Hands-On Class) March 27, (8 AM Full Day Educational Event)
Succession Planning for Contractors April 23, (12:00 PM)
CCIFP Prep April 24, (8:00 AM)
Economic Forecast OW E N - D U N N
Visit us on online http://cafe.cfma.org/SacramentoCA
May 21, (12:00 PM)
Maximizing Your Existing ERP Software Solution or Invest in Change
FEATURED SPEAKERS: Frank DiLorenzo, Senior Representative-General Contractors
Thursday, February 19th, 2015 (12:00 PM – 1:30 PM) Marriott, Rancho Cordova • 11211 Point East Dr., Rancho Cordova, CA 95742
Viewpoint Construction Software www.viewpointcs.com
Joann Hillenbrand, Chief Financial Officer
EDUCATION SESSIONS: Is your company considering a software migration or are you looking to further utilize your existing software to its fullest potential? Our panelists have either recently maneuvered through software upgrades or have extensive experience in software solution evaluation, selection, conversion and
AIRCO Mechanical www.aircomech.com
Also to be discussed: • How to identify the need to invest in a new software system • How to assess your team’s readiness to embark on an
Cahill Contractors, Inc. www.cahill-sf.com
implementation • How to prepare for your implementation
Cathy Robb, Director of Administration
implementation. We will be discussing how to identify
• What challenges you should expect during the implementation
your company’s business critical needs, and how a
• Additional configuration and add-on solutions and how they
successful software implementation addresses them, what questions you should be asking, and best practices for implementation and team training. This workshop is geared towards Executives, CFOs, Financial Managers, Senior Operations, Estimating and Field team members that are key to a successful implementation.
LUNCH WILL BE SERVED: Chicken Marsala with Polenta, Kale & Mushroom Marsala Jus
Mike Grant, Chief Financial Officer
integrate with your system
Flint Builders www.flintbuilders.com
Kevin Mosher, Vice President of Operations Flint Builders www.flintbuilders.com
REGULAR INDIVIDUAL MEMBERS NON-MEMBERS
$ 50 $ 60
AT THE DOOR INDIVIDUAL MEMBERS NON-MEMBERS
Sean Collins, Credit Manager
A. Teichert & Son, Inc. www.teichert.com
$ 60 $ 70
READY TO REGISTER?
http://cafe.cfma.org/sacramentoca/events
Questions or cancellations? Please contact Erin Stacher: (P): (916) 912-4200 x 723 • (F): (916) 244-0413 (E): [email protected]
Cancellation/Refund Policy:
Visit us on online http://cafe.cfma.org/SacramentoCA
Cancellations/Refunds must be communicated to us via email or phone call 1-week prior to the event. You may send a substitute to take your place if your cancellation request has not been received in time. “No Shows” will be billed if a cancellation request is not received in time.
HELPING YOU BUILD A BETTER BOTTOM LINE Construction Financial Management Association
BRAIN STORMING & PROBLEM SOLVING
PROFESSIONAL ADVANCEMENT
Have a difficult insurance, personnel, or job costing problem? Don’t reinvent the wheel — use the real world experience of other CFMA members! You know how tough it is to be a team of one, so call on the vast experience and hard-won knowledge of other CFMA members when you’re in a jam.
The CFMA experience is all about education and networking and the best part is — you come out the winner!
FAST FIVE
MEMBERSHIP IS APPROPRIATE FOR:
“The Heat is on for CA Employers- Dealing with SB 435 Compliance”
INFORMATION SHARING Whether it’s local chapter programs, regional seminars, or national conferences, CFMA concentrates on education that is specialized, focused, and specific to your needs as a financial manager within the construction industry.
REFERRALS Learn about the expertise and skills of our Associate Members through referrals from experienced CFMA professionals and other General Members. Meet Associate Members at meetings and decide whether your companies match.
General Member General Contractors Specialty Contractors Developers / Owners Architects Engineers Associate Member Accountants Attorneys Bankers Equipment Suppliers Industry Consultants Insurance Material Suppliers Technology Solutions
SPONSORS:
John Bolce with LP Insurance
UPCOMING EVENTS: Captive Insurance Program Overview March 19, (12:00 PM)
Construction Accounting Basics (1 Day Hands-On Class) March 27, (8 AM Full Day Educational Event)
Succession Planning for Contractors April 23, (12:00 PM)
CCIFP Prep April 24, (8:00 AM)
Economic Forecast OW E N - D U N N
Visit us on online http://cafe.cfma.org/SacramentoCA
May 21, (12:00 PM)
