PICPA Construction Industry Conference

Construction Industry

2022 conference

See You Next Year!


Join Us as We Celebrate the Construction Industry Conference’s 40th Anniversary! 

The PICPA Construction Industry Conference is ideal for CPAs who serve the construction industry, those responsible for the financial operations of construction companies, construction company credit analysts, and construction company owners and contractors. Receive updates on technology, automation, and accounting practices in the industry.

There will be a happy hour celebration for those joining in person!

Highlights Include:

  • Ownership Transition Strategies
  • Employee Stock Ownership Plans
  • The 2022 Federal and State Tax Update: What Every Contractor Needs to Know to Manage Their Bottom Line
  • Project Management

Thanks to our 2022 sponsors Gallagher_Affinity_3D_stacked  capstan

Sponsor this conference! View packages for more details.

 


A Look Back at the 2022 Agenda

 

Featured Session: No Time to Buy

Anirban-Basu

Anirban Basu
Chairman and CEO | Sage Policy Group Inc.

Highlights include:

  • In-depth analysis of the major factors shaping economic outcomes
  • A look into the effects of elevated inflation, the lingering pandemic, worker shortages, war in Europe, rising interest rates, and increased infrastructure spending
  • Forecasting for the year to come

Tuesday, Oct. 18, 2022

7:15 a.m. 

Breakfast & Check-in


7:50 a.m. 

Conference Opens


8:00 a.m. 

No Time to Buy 2-Other 

  • In-depth analysis of the major factors shaping economic outcomes
  • A look into the effects of elevated inflation, the lingering pandemic, worker shortages, war in Europe, rising interest rates, and increased infrastructure spending
  • Forecasting for the year to come
Anirban-Basu

Anirban Basu
Chairman and CEO
Sage Policy Group Inc.


9:40 a.m.
Morning Break

9:55 a.m.

Lease Accounting Update 1-A&A

  • Overview of implementing ASC 842
    • Changes between ASC 842 and current guidance
    • Tips and documentation recommendations
  • Analyzing contracts and calculation of right-to-use asset and lease liability
    • Use of practical expedients
  • Discussion of related-party leasing arrangements
  • Disclosure requirements under ASC 842
McGettigan, Jim
Jim McGettigan, CPA, CCIFP
Managing Director
CBIZ MHM LLC
Tomosky, Karianne
Karianne Tomosky, CPA, CCIFP
Director
CBIZ MHM LLC
Tony, Stagliano
Moderator:
Tony Stagliano, CPA, CCIFP
Consultant
CBIZ MHM LLC

10:45 a.m.

Ownership Transition Strategies 1-Other

  • Creating enduring and transactable value in family-owned contracting businesses
  • The pros and cons of common liquidity alternatives
  • Valuation methodologies: art, science, and exogenous factors
  • Due diligence lessons and strategies for success
Katz, Matt

S. Matthew Katz
Executive Vice President - Mergers, Acquisitions, and Capital Markets
Limbach


11:35 a.m.
Lunch Break

12:15 p.m.

Employee Stock Ownership Plans 1-Other

  • Finding the best professionals for your ESOP strategy and rollout
  • Choosing a trustee
  • Valuation and financing
  • Post-closing employee rollout, marketing, and financial goals
Whalen, Bob

Robert Whalen
CEO
HB Global LLC

Monzo, Matt
Matthew Monzo
CFO
Tri-M Group LLC

1:15 p.m.

The 2022 Federal and State Tax Update: What Every Contractor Needs to Know to Manage Their Bottom Line 1-Tax

  • Updates on federal, state, and city law changes
  • Year-end tax planning consideration
  • Administrative consideration around sales and use tax

Ferri, Carlo

Carlo Ferri, CPA
Director, Tax Strategies
Kreischer Miller

Frascella, Tom
Thomas Frascella, JD
Director, Tax Strategies
Kreischer Miller

2:05 p.m. 
Afternoon Break

2:20 p.m.

Technology—Not so Fast 1-Other

  • A 21st century look at the advances in knowledge that have brought us to where we are today
  • Focus on the construction industry, which has a reputation of being one of the slowest to adopt technological advances
Cook, Charles

Charles W. Cook, PhD
Assistant Clinical Professor
Drexel University College of Engineering


3:10 p.m.

Best Practices for Monthly Job Reviews 1-Other

  • Monthly process to issue an accurate work-in-progress
  • Reporting package for each job
  • The monthly meeting attendees and follow-up actions
  • Project manager training
Brownett, Herb

Herb Brownett, CCIFP
Business Consultant
Brownett & Associates LLC


4:00 p.m.

Happy Hour!

  • Join other guests in fostering business development opportunities and connecting with fellow attendees. Enjoy a brief reflection on the Construction Industry Committee and the Construction Industry Conference over the past 40 years from Tony Stagliano and Mike Bronder.

Credits

CPE Credits: 6-Other, 1-Tax, 1-A&A

CLE Credits: This conference has been submitted for 6.5-Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

Level: Update
Prerequisite: None

Registration

PICPA Member: $345
Nonmember: $445
ClassPass: 8 hours
CLE Credits Fee: $50

Is more than one person from your firm attending? Save 10%. Call (215) 496-9272 to register multiple people.

Location

Penn State Great Valley
Conference Center Building
30 E. Swedesford Road
Malvern, PA 19355
(610) 648-3200

ClassPass      flexAccount200x75

Use your ClassPass or Flex Account to register. Find more information about PICPA discounts.


Is more than one person from your firm attending?
Save 10%. Call (215) 496-9272 to register multiple people.

Sponsor this conference!  View packages >