Houston Chapter CFMA Education Day - Full Day – am and pm sessions – 7.5 hours CPE

Wednesday, October 25, 2017, 8:00 AM - 4:00 PM CT

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8:00 – 8:15      Registration and Continental Breakfast

8:15 - Noon     Contracts 101 - What you need to know before you sign

Noon – 12:45  Lunch Provided

12:45 – 2:00    What You Need to Know About OCIPs, CCIPs, and COIs

  2:15 – 3:55    Significant Accounting Changes for Construction Contractors: Revenue Recognition and Leases

Session Descriptions

Morning Session – 4 Hours CPE


8:15 -12:00          4 CPE Hours Contracts 101 - What you need to know before you sign – Ben Westcott, Andrews, Myers

Read and get a better understanding of construction contracts and their risks;

  • Understand how contracts shift risk;
  • Identify clauses that may be unenforceable and why;
  • Spot contract clauses that can hurt you;
  • Propose specific language to manage your risk;
  • Modify contract language to your advantage;
  • Select the standard clauses you should use; and
  • Use your lawyer more efficiently!

Prerequisites:  None

Course Level:  Intermediate

Advance Preparation:  None


Afternoon Session – 3.5 Hours CPE


12:45-2:00           1.5 CPE Hours What You Need to Know About OCIPs, CCIPs, and COIs   Rob Harrison and Clint Provost, McGriff, Seibels & Williams, Inc. 

An overview of CIPs (Owner and Contractor Controlled Insurance Programs) including a coverage review, advantages and disadvantages, contractual 
considerations, and enrollment guidelines.  This session will also include a review Certificate of Insurance and what to look for when accepting a subcontractor's COI

Prerequisites:  None

Course Level:  Intermediate

Advance Preparation:  None


2:15-3:55              2 CPE Hours Significant Accounting Changes for Construction Contractors: Revenue Recognition and Leases Kevin Lizana, BKD

An overview of the changes to accounting for leases and revenue recognition and the impact they will have on construction contractors’ financial statements

Prerequisites:  None

Course Level:  Intermediate

Advance Preparation:  None


Instructor Bios


Ben_Westcott.jpgBen Westcott is the Co-Managing Shareholder with Andrews Myers PC, a Texas-based corporate law firm, and is based in their Houston office.  Ben Westcott’s practice focuses on both transactional and dispute resolution aspects of construction law. He represents general contractors, subcontractors, suppliers and owners on substantial construction projects, including schools, public infrastructure, sports facilities, airports, petrochemical and industrial plants, highway projects, wastewater treatment facilities, multi-family projects, retail centers, hotels, hospitals and office buildings. His experience includes the prosecution and defense of a variety of construction-related issues before state and federal courts, as well as the American Arbitration Association, including matters related to mechanic’s liens; performance and payment bonds; differing site conditions; breach of contract; construction defect claims; delay and acceleration claims; and termination of contracts. Ben also drafts and reviews construction contract documents. Ben is a graduate of Rice University and received his J.D. from the University of Houston Law Center, where he has served as an Adjunct Professor in the Basic Construction Law course.  The prestigious legal directory, Chambers USA, America's Leading Lawyers for Business, has recognized Ben as a leading construction lawyer for nine consecutive years.


Harrison-07X_LowRes.jpgRob Harrison, CRIS, is a Vice President in McGriff’s Construction Risk Services Group. He has 11 years of experience specifically dedicated to the construction industry. His background is focused solely on the commercial construction arena and ranges from General Contractors, Subcontractors to various facets of the Civil Construction space. Previous to joining MSW Construction Risk Services in 2014, Rob was a Senior Underwriter for both Travelers and CNA Insurance companies. During his time at Travelers he oversaw the opening of the Houston Construction Practice and paved the way for what is now one of the top performing Travelers construction offices in the country. Rob graduated with a B.B.A. in Finance and Risk Management from the University of Mississippi. Rob is based in Houston, TX and helps to run the locally dedicated Construction Risk Services Group.


Clint_Provost.jpgClint Provost, ARM, is a Vice President and CIP Practice Leader in McGriff’s Construction Risk Services Division.  He specializes in the design, placement, and management of Owner and Contractor Controlled Insurance Programs.  He has worked on accounts and projects in the following industries:  Power Generation, Commercial, Residential, Public Schools and Universities, Heavy Highway, and Rail. Prior to joining McGriff in 2011, Clint served a number of roles in insurance claims with Auto Owners Insurance Company.  During his time at Auto Owners he successfully passed and earned the designation of Associate in Risk Management. Clint holds a B.S. degree from the University of Alabama in Tuscaloosa, AL, was an Academic All American and Captain and of the Men’s Golf Team.  Clint is based in Birmingham, AL, the headquarters office of McGriff Seibels & Williams, Inc.


Kevin_Lizana_headshot.pngKevin Lizana is a senior manager with BKD. He has more than nine years of experience providing audit and attestation services to companies of varying size, structure and operation. His work focuses primarily on architecture and engineering firms, construction contractors, and professional service firms. Kevin’s clients are privately owned and publically traded and include companies in the oil and gas, construction and real estate, and legal industries. He has experience in SEC filings as well as IFRS. He is a member of the American Institute of CPAs, Texas Society of CPA’s, and Alumni Advisory Counsel at the Nelson Rusche College of Business at Stephen F. Austin State University. In addition, Kevin is an instructor for the firm’s internal professional development program. Kevin graduated from Stephen F. Austin State University, Nacogdoches, Texas, with a B.S. degree in accounting and an M.P.A degree.


Marek Brothers Training Room
2115 Judiway
Houston, TX, 77018

Registration Dates

Registration Ends Wednesday, October 25, 2017

Pricing Information

Registration Price
Member $180.00
Non-member $210.00