Lone Star Conference




      TIME                             ACTIVITY

      9:30 am Registration Begins 
    10:15 am - 11:30 am Bonus Session
    Problems That Challenge Construction Companies in a Digital World, Chris Cannon, Zeno Imaging
    1.5 CPE Hours 
    This session will address the everyday challenges that the construction industry faces in terms of printing, digital documents, accounting and document management.

    Learning Objectives:      

    • Benefits of invoice automation
    • Mobile Document Management at construction sites
    • Streamlining the employment process for HR – with paperless automation              
    • Automating Purchase Requisitions by using Electronic Forms
    • Management of hardware and its benefits
    • Course Level: Overview
    • Field of study: Computer Software and Applications
    11:30 am  Box Lunches Available
    12:15 pm - 12:45 pm Opening Session
    • Welcoming Remarks and Introductions featuring CFMA National Chairman, Joe McLaughlin, and CFMA National Immediate Past Chairman, Samantha Hutchison
    • Special Welcome to Temple
    12:45 pm - 2:00 pm

    Revenue Recognition (ASC 606): Where do you stand? Greg Brown, CPA, Crowe

    This session will provide participants with a brief overview of the new revenue recognition standard, the impact the new standard will have on construction companies and insight on issues to consider as part of the implementation process.
    1.5 CPE Hours

    Learning objectives:

    • Overview of the new revenue recognition standard (ASC 606) as it stands today
    • Understand the critical issues to the construction industry as a result of changes in the new revenue recognition standard from previous GAAP
    • Review steps to begin taking for successful implementation of the new revenue recognition standard (ASC 606) and items to consider during implementation.
    • Review case study examples of common issues companies may encounter in the application of ASC 606 within the construction industry
    • Course Level: Intermediate
    • Field of study: Accounting
      2:15 pm - 3:30 pm Concurrent Sessions (Choose One)
    Riley Epps
    Introduction to Texas Sales and Use Tax for Contractors, Riley Epps, State Tax Advisors 1.5 CPE Hours

    Following the session, the attendees will have a good understanding of the following:

    • Sales and Use Tax Basics
    • SD vs. Wayfair US Supreme Court Decision
    • Rule 3.291- Contractors
    • Rule 3.357 - Real Property Repair, Remodeling and Restoration
    • Rule 3.347 - Improvements to Realty
    • Local Sales and Use Tax for Contractors
    • Audit Tips
    • Course Level: Overview
    • Field of study: Tax
    Driving Organizational Performance through New Information Technologies, Wayne Newitts, Viewpoint
    1.5 CPE Hours 

    This overview of the fast-changing landscape of information technology will help you understand how developments in three related technologies are changing the way contractors make business decisions and streamline the flow the work. Office-based systems are becoming more intelligent and data capture and consumption in the field is growing dramatically. Contractors who develop a plan to take advantage of increased intelligence and accessibility of information systems are in a position of competitive advantage in today’s market. Find out how you can make more informed technology investment decisions that result in a positive return on investment and in more profitable operations

    Learning Objectives:

    • What is behind the explosion in new information technologies
    • What potential do new information systems for improving a contractor’s business
    • Examples of realizing ROI on emerging IT
    • Best practices in technology adoption
    • Course Level: Overview
    • Field of study: Information Technology
      3:30 pm - 4:00 pm Afternoon Break with Refreshments
      4:00 pm - 5:15 pm

    Active Shooter Awareness, Jimmy Lewing, Bell County Sherrif's Department
    1.5 CPE Hours 

    This session provides information and planning considerations to support the proactive preparation of individuals and organizations for the threat of an aggressive intruder or active shooter event.

    Learning objectives: 

    • Differentiate an active shooter from a hostile intruder
    • Identify possible responses to an aggressive intruder or active shooter
    • Identify basic elements of proactive planning for an aggressive intruder or active shooter
    • Develop an Emergency Action Plan that includes an Active Shooter preparedness plan
    • Level: Overview
    • Field of study: Specialized Knowledge
      6:00 pm - 9:00 pm Texas-Sized Backyard Party at Schoepf's BBQ with Live Entertainment provided by Brett McCormick


      TIME                             ACTIVITY

      7:00 am  Registration Begins
      7:00 am -   8:00 am Buffet Breakfast
      8:00 am -   9:15 am

    Fraud and Embezzlement: Lessons from the Trenches, Angela Morelock & Douglas A. Manhart, BKD, LLP
    1.5 CPE Hours

    Fraud can wreak havoc on organization financial performance and undermine business objectives.  No business is immune from the risks associated with fraud, and education is the key to prevention.  Angela Morelock, a partner with BKD, LLP will share her insights into the world of internal embezzlement based on her experience investigating white-collar crime.  With stories from the trenches and often overlooked prevention tips, you will be simultaneously educated and entertained during this fast-paced program designed for those with or without an accounting background.  Anyone involved in business – managers, owners, board members, controllers and outside auditors – will benefit from this enlightening presentation, which discusses the symptoms management should watch for with a focus on how organizations can better protect themselves.

    Learning Objectives:

    • The key red flags associated with embezzlement and fraud
    • Methods used to embezzle from and defraud organizations
    • Tips to protect their organizations from embezzlement & fraud
    • What to do if fraud is suspected
    • Level: Basic
    • Field of study: Specialized Knowledge
      9:30 am - 10:30 am

    Keynote, FUNOMENALTM  Leadership, Tony Brigmon, former Ambassador of Fun at Southwest Airlines
    1 CPE Hour

    Based on principles Tony Brigmon helped to lead, research, and spearhead at Southwest Airlines (as their internal and external "Ambassador of Fun"), he teaches leaders how to create a fun, profitable work environment where employees/teams are internally energized to do their best, work with each other productively, and in a positive environment that's good for employees, leaders, and customers. Fun was serious businesses at Southwest because Fun creates serious results.

                                    Learning Objectives:

    • Attendees will learn leadership best-practices to raise the bar on their own leadership competencies, their own management skills, the positive tone they set as a leader
    • They will learn how to work with and better inspire employees to greater levels of performance by creating seriously fun and effective collaboration between themselves, employees and teams using proven Best Practices
    • Level: Basic
    • Field of study: Personal Development
    10:30 am - 11:00 am Morning Break with Refreshments
    11:00 am - 12:00 pm Concurrent Sessions (Choose One)

    Cyber Risks in the Construction Industry and How Insurance Responds, Chad Williamson and Robert Regueiro, McGriff, 1 CPE Hour

    Speakers will engage the audience with real life construction breach claim examples and reveal the top breach types and losses affecting the construction industry. Speakers will also summarize the various elements of a Cyber Risk policy and what insureds should consider when placing coverage.

      Learning Objectives:

    • Identify the exposure present in construction related companies.
    • Identify the top types of breach threat actors use to access an insureds system
    • Identify the top losses suffered by companies as a result of the various breaches
    • Review cyber risk coverage components and enhanced coverage options
    • Review the current state of the cyber insurance market
    • Course Level: Overview
    • Field of study: Information Technology
    Making Sense of the New 20% Qualified Business Income Deduction in the Tax Cuts and Jobs Act (HR 1), Thomas Baird, Baird, Crews, Schiller & Whitaker, P.C.
    1 CPE Hour

    This session will be an overview of new IRC Section 199A and its applications to various pass-through entities and taxpayers

    Upon completion of this session, attendees will know how to choose a business organization and structure a trade or business to fully comply with the significant tax deductions available under the new IRC Section 199A

    • Course Level: Overview
    • Field of study: Tax
    Buffet Lunch
    12:45 pm - 2:00 pm Concurrent Sessions (Choose One)

    Cash Flow and Getting Paid, Andy Patron, FMI
    1.5 CPE Hours

    Your ability to manage cash flow directly influences your project success. Being aware of this, combined with taking action, can increase your ability to get paid. Master the major tasks of analyzing financial statements, tracking cash conversion periods, deciding when and if to borrow, keeping your working capital at adequate levels and protecting your bonding capacity. After the project is finished is the time to ask for payment, look at retention and final billing preparation and know what your options are.

     Learning Objectives:

    • Understand the ins and outs of cash flow and learn to project cash flow by department or job
    • Discuss tracking total cash flow by analyzing backlog, estimating monthly project income and anticipating cash disbursements
    • Observe how to gain the owner’s acceptance
    • Examine the punch-list process: giving notice, interim versus final, allocating funds to items, establishing escrow accounts and finishing on time
    • Discover how to negotiate using bid documents, meeting minutes, notification copies, request for change orders, cost records, estimates, schedules and correspondence as evidence
    • Level: Overview
    • Field of study: Specialized Knowledge

    Every Team Member Who Supervises Employees is a Part of the HR Department, Cyndi Mergele, SPHR, SHRM-SCP RSM
    1.5 CPE Hours

    Nearly everyone in your organization is part of the HR department – whether they carry the title or not. Since most construction companies operate from a more decentralized model, HR matters are often carried out in the field. What field supervisors communicate (or fail to communicate) to employees can create binding and sometimes non-compliant situations. Frequently, management overlooks providing supervisors even the most basic HR knowledge that they need to effectively manage their team and mitigate risk for the company. This presentation will detail what every manager and supervisor in the construction industry needs to know to manage HR risk.

     Learning Objectives

    • Identify the most common areas in employment where supervisors may create compliance situations, specific to the construction industry;
    • Identify the key employment law areas all supervisors working in the construction industry need to know;
    • Take away easy-to-implement strategies to deploy necessary training.
    • Course Level: Basic
    • Field of study: Human Resources
      2:00 pm Closing Remarks

    Delivery Method:  Group Live

          The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor               of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual              courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Web site:                   www.learningmarket.org.

    Speaker Bios can be found here.



    Cancellation and Refund Policy
    If you must cancel your registration, you must do so prior to September 13, 2018. Please contact Kelly Dando by e-mailing
     heartoftexas@cfma.org with the subject line: Please cancel my registration for the 2018 Lone Star Conference.


    Hilton Garden Inn Temple
    1749 Scott Boulevard, Temple, Texas, 76504
    TEL: +1-254-773-0200 FAX: +1-254-773-4455
    Group Code: CFMA18        Rate: $120.00+Tax
    Check Out Facebook For More Information!

    verflow block of rooms:

    Holiday Inn Express & Suites Temple Medical Center
    2609 South 39th Street in Temple. 
     Rate: $120.00+Tax
    Group Code: CFMA18    

    Cutoff for the reduced hotel rate is 8/29/18


    the ARTS - Bell County Museum, Cultural Activities Center, Temple Civic Theater


    Join us Thursday evening for a Texas-Sized Backyard Party including grilled rib eyes, chicken breasts, ice cold beer, and entertainment provided by local artist Brett McCormick at Schoepfs BBQ.  You don’t wanna miss this celebration of all the great things about the Lone Star state!


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