Houston Chapter CFMA Education Day - Full Day – am and pm sessions – 8 hours CPE

When:  Oct 24, 2018 from 8:00 AM to 4:30 PM (CT)
Associated with  Houston, TX

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Schedule
8:00 AM - 8:15 AM - Registration and breakfast

8:15 AM – Noon – Financial Management Essentials for Non-Financial Managers and Construction Project Leaders – presented by Sanela Minica and Caryl Coronis

Noon - 12:45 PM – Lunch

12:45 PM - 2:30 PM – How Will the Tax Cuts and Jobs Act Affect Your Business? - presented by LaPorte CPAs and Business Advisors 

2:45 PM - 4:30 PM – Who to Pay and When: Strategies for Complying with the Texas Construction Trust Funds Act and Funds Trapping Obligations – presented by Gray Reed & McGraw


Session Descriptions

Morning Session – 4 Hours CPE

8:15 -12:00          Financial Management Essentials for Non-Financial Managers and Construction Project Leaders – presented by Caryl Coronis

Course Description
This course will provide the financial management essentials of the construction business to project leaders and non-financial managers to enable them to track and interpret the financials throughout the lifecycle of a construction project.  The content covers detailed elements for financial tracking, monitoring, communicating and adjusting as the construction project evolves while carefully balancing budget and forecasting financials.  The objective of this course is to provide nonfinancial construction managers with a solid understanding of the essential financial aspects of managing any project in order to ensure its successful conclusion. 

Full Description Here

Prerequisites:  None

Course Level:  Intermediate

Advance Preparation:  None

 

Afternoon Session – 4 Hours CPE

12:45 PM -2:30 PM           How Will the Tax Cuts and Jobs Act Affect Your Business? - presented by LaPorte CPAs and Business Advisors 

Course Description

The Tax Cuts and Jobs Act passed in December 2017 was the most significant tax law change since 1986. This course will provide you with a comprehensive overview of provisions affecting individuals and businesses, including the 20% qualified business income deduction, which will be an important part of tax planning under the new tax laws. The tax law changes will impact every taxpayer differently.

 
Prerequisites:  None

Course Level:  Intermediate

Advance Preparation:  None

 

2:45 PM - 4:30 PM             Who to Pay and When: Strategies for Complying with the Texas Construction Trust Funds Act and Funds Trapping Obligations – presented by Gray Reed & McGraw

Course Description

Presented by two Gray Reed construction law attorneys, the presentation will benefit CFOs and Controllers of companies with construction projects in Texas by:

  • Providing background and reviewing obligations under the Construction Trust Funds Statute, Pre-Lien Notices and Funds Trapping
  • Reviewing the liability that can be imposed for failure to comply with the obligations
  • Providing strategies for minimizing risk of liability under both statutes. (E.g., require lien waivers and sworn statements from subcontractors as a pre-condition to paying a payment application)

Prerequisites:  None

Course Level:  Intermediate

Advance Preparation:  None

 

Instructor Bios

Caryl_Picture.jpgCaryl Coronis, CPA - NBG Constructors

Caryl Coronis, CPA, CCIFP, currently serves as Chief Financial Officer of NBG Constructors, a heavy highway company specializing in bridges. She formerly held the position of Vice President of Finance and Administration at OpenTech, a dynamic building controls company, and served as Executive Vice President and CFO of BIO Landscape & Maintenance, Inc., where she was responsible for the company’s strategic initiatives, information technology and human resources.

A member of CFMA since 2006, Caryl previously served as Chairman of the Financial Survey & Benchmarker Committee, President of the Houston Chapter and Conference Director of the Lone Star Regional Conference. She is currently on the national Executive Committee and Conference Program Task Force, has developed content for CFMA education programs, and is a champion for the CCIFP and Young Professionals programs for the Houston Chapter.  She continues to be a tireless volunteer for the Leukemia & Lymphoma Society and the Houston Livestock Show and Rodeo.


Fandrey_Timothy_2x3.jpgTim Fandrey, Associate – Construction Law  

As a lawyer and former civil engineer, Tim Fandrey has a strong understanding of the legal, technical and business challenges that clients face in the construction industry. His practice is primarily focused on helping general contractors, subcontractors, property owners and developers resolve the wide variety of claims and litigation that can arise in commercial and residential construction projects, including payment disputes, lien and bond claims, delay in performance claims, productivity claims, construction and design defects plus many more.

In addition to his litigation practice, Tim provides real-time advice through every phase of construction projects to help clients resolve developing issues proactively before they become expensive problems in the courtroom. He also advises clients on a broad range of construction transactions and negotiates associated deal documents, including owner agreements, subcontractor agreements and design agreements.

Before starting law school, Tim worked as a civil engineer for over four years, gaining unique practical experience in both the public and private sectors. After designing dozens of bridges and roadways for the Missouri Department of Transportation, Tim worked as a private engineering and environmental consultant and developed hands-on project management skills while overseeing numerous bridge, roadway and other design projects.


MStewart.jpgMicah Stewart, LL.M. in Taxation

Director, Tax Services

Micah has experience in international tax planning and tax planning for partnerships, S corporations, corporations, individuals, gratuitous transfers, trusts, and estates. The services he provides include business and tax planning for national and international companies and assistance with reorganization, merger, and acquisition tax issues.

Micah leads the tax reform task force for LaPorte and has presented on the Tax Cuts and Jobs Act to a variety of organizations, including those with a construction focus.




Family_Christmas_2013.jpgSanela Minica is a Controller at M.P.G. Pipeline Contractors. Sanela has over 20 years of experience in the construction industry.  She also has broad experience in all areas of project accounting, including revenue recognition, WIP schedule, project costing and forecasting, project billing, and contract risk assessment. Sanela also has diverse experience is system implementation, process improvements and procedural development.  She has specially experience with the pipeline construction industry and government defense contracts.  Sanela worked in six different countries for a multi-national corporation and has extensive experience in personnel management, financial reporting and contract compliance.

She holds an MBA from the Tarleton State University, a Bachelor’s Degree from the University of Zagreb in Croatia and a CCIFP certification. Sanela is a Board member and a current Treasurer of the CFMA Houston Chapter.   




Virene_Joe_2x3_jpg.jpgJoe Virene, Partner – Construction Law

Joe Virene combines deep industry knowledge with efficient dispute resolution skills in and out of the courtroom to help clients navigate the various challenges that arise during sophisticated construction projects. With broad experience handling every issue and dispute imaginable – contract negotiation and drafting, payment disputes, lien filings, suspensions and delays, construction and design defect claims, plus many more – Joe is well-equipped to guide clients through projects from start to finish. His client list runs the gamut of businesses working on industrial, pipeline, oil field and general construction projects, including suppliers, distributors, subcontractors, general contractors, project owners, and engineers.

Construction and energy clients routinely rely on Joe to advise on the entire range of other issues that arise during their projects and daily operations, including general employment matters, contract review, business governance, insurance, collections, and protecting their interests as creditors in a customer bankruptcy. He also negotiates and prepares a variety of construction and operational contracts, including master service agreements, master purchase agreements, distributorship agreements, personal guarantees, security agreements, general terms and conditions, non-competes and non-disclosure agreements.

Joe also handles complex commercial litigation in a wide variety of commercial contexts. He has handled lawsuits involving covenants not to compete, trade secret theft, breach of fiduciary duty, products liability, UCC security interests, fraudulent transfers, fraud, and bankruptcy preference claims. Joe has also worked on numerous appeals in state and federal courts. Throughout every step of the process, Joe will outwork the other side and provide creative solutions in litigating or resolving the dispute. 


Jonathan_Wasielewski.jpgJonathan Wasielewski, CPA, MBA

Director, Tax Services

Jonathan’s professional experience in public accounting has focused on serving high net worth individuals, family groups, and privately owned businesses. He also advises clients on matters such as federal and state taxation, estate taxation and planning, international tax matters, financial statement disclosures, transaction planning, and cash flow planning and forecasting. Jonathan’s industry experience includes construction, energy, and real estate.

 Jonathan has been on the LaPorte task force staying abreast of all tax reform issues and has been instrumental in informing clients on important changes.

Location

Marek Brothers Training Room
2115 Judiway
Houston, TX 77018

Registration Dates

Registration Ends Wednesday, October 24, 2018

Pricing Information

Half Day Morning - Member Price
All Registrants $0.00
   
Half Day Morning - Non Member Price
All Registrants $65.00
   
Half Day Afternoon - Member Price
All Registrants $0.00
   
Half Day Afternoon - Non Member Price
All Registrants $65.00
   
Full Day - Member Price
All Registrants $0.00
   
Full Day - Non Member Price
All Registrants $110.00
   
Registration Price
All Registrants $0.00