August 28, 2020 8:00am – 4:30pm Map & Directions 602-431-0001

Corporate Finance & Construction Conference


Enhance your knowledge on a broad range of topics relevant to leaders in the Construction and Corporate Finance industries. Hear from industry experts and get the latest updates and insights on the popular topics such as lien laws, succession planning and cybersecurity. Also offered this year are sessions on the new lease standard, backup withholding/employment tax implications & 1099-NEC, emotional and mental wellbeing, mergers and acquisitions, and an economic update. Personalize your conference experience by choosing sessions from one or both industry tracks.

Register online or by phone at (602) 252-4144.


Desert Willow Conference Center
4340 E Cotton Center Blvd Ste 100
Phoenix, AZ 85040-8908

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


Conference Agenda Coming Spring of 2020!



Thank You to Our Sponsors:

Platinum Sponsor

Eide Bailly LLP

Gold Sponsors

Wallace Plese+Dreher, LLP



Silver Sponsors
Bedford Cost Segregation

Sponsorship opportunities are available. For details, contact Heidi Frei, MBA, ABC, Senior Director of Marketing & Membership at (602) 324-4743 or at

Designed For

This conference is designed to serve the needs of financial professionals in the corporate finance and construction industry. 
• Corporate CFOs and Controllers
• Construction company CFOs and Controllers
• Accounting firms who support construction companies

Event Leaders

Novack, Lisa

Rating: 4.58

Lisa Novack is a Senior Stakeholder Liaison with Communication and Liaison Outreach Division of the Internal Revenue Service. As a Liaison, she works with practitioner and small business organizations to provide members with information they can use to ensure compliance with the tax laws. She has been with the IRS since 1987, starting out as a tax auditor before getting into education and outreach. She has a Bachelor of Arts degree in Criminal Justice from Indiana University.

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Holden, Michael J.

Rating: 4.63

Mr. Holden is a member of the Phoenix law firm of Holden Willits PLC and has practiced construction law in Phoenix for 40 years. Mr. Holden is a frequent author and speaker on a wide range of construction issues. He was the founder and first chair of the Arizona State Bar Construction Law Section. He serves as general counsel for the Arizona Builders Alliance. For the past 15 years, he has been adjunct professor at the ASU School of Law teaching a course on construction law.

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Sisco, Mary Ann

Rating: 0.00

Mary Ann has over 25 years of estate planning experience, both in private practice and inside several financial institutions. Currently, as a Regional Senior Wealth Advisor, Mary Ann brings creative solutions focusing on the efficient transfer of wealth across generations. She brings extensive experience in advising individuals and families in areas such as wealth transfer strategies, business succession and transition, risk management, retirement, family office and charitable planning.

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Schaaf, Paul

Rating: 4.80

Special Agent Paul Schaaf is a Cyber Agent assigned to the FBI Phoenix Division. SA Schaaf has a Masters Degree in Computer Information Systems and Bachelors Degree in Finance.

SA Schaaf worked in computer systems in the financial sector before joining the FBI in 2003. He has worked cyber, white collar fraud, civil rights, extortion, intellectual property and innocent images cases in his career. He is the FBI Cyber Task Force Coordinator for the Phoenix Division and Co-Coordinator to the infragard program focusing on cyber matters. SA Schaaf has the unique distinction of having the first spam case go to trial which involved an international spam operation that operated out of four countries.

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LoRusso, Vince

Rating: 0.00

Vince started his career with PwC in Buffalo, NY, where he earned a CPA while auditing industries including financial services, healthcare, and facilities management. He moved to Los Angeles in 2010 to get more involved with the technology sector, working for a wide variety of companies on projects including IPO readiness, ERP implementations, month end close processes and preparing companies for audits.

Now with over a decade of experience in the profession, he started TrueUp, a gamified learning platform that helps companies, professionals and students learn new technologies impacting the accounting profession as well as practice and develop their skills with gamified workplace simulations. TrueUp is one of four companies accepted into the 2018 AICPA and Startup Accelerator cohort and they are part of Talent Tech Labs, an accelerator focused on technologies in talent acquisition and management

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Hoffman, Dennis L.

Rating: 0.00

Dr. Hoffman has closely studied the regional economy in Arizona. His extensive experience with the state and local economy positions him for his current research interests that include defining and measuring the role of research universities in regional development, quantifying the value of education investments to the economic prosperity of a region, and measuring the impact of various fiscal initiatives on regional development. These current research interests align with Dr. Hoffman’s administrative assignment, Director of the Office of the University Economist, undertaken as a strategic university initiative at the direction of Arizona State University President Michael Crow. Dr. Hoffman is the faculty director of the Center for Competitiveness and Prosperity Research where the he directs the Productivity and Prosperity Project

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Waller, Matthew J.

Rating: 0.00

Matt Waller is a senior manager with Henry+Horne who specializes in providing financial consulting and performing audits and reviews for clients in the construction, real estate, manufacturing and distribution industries. Waller has almost twenty years of experience in public accounting and holds a bachelor’s degree in finance and accounting from Arizona State University. He is a board member and treasurer for the Arizona Humane Society. When he’s not number crunching, you can find him hiking with his wife, taking the dog on long walks or playing golf (horribly).

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Peterson, Aaron

Rating: 4.80

Mr. Peterson is an internationally recognized speaker and trainer with over 28 years of experience in local government, serving in a variety of roles during that time. He has worked in finance as part of the Tax and License office, managed the training program for the police department, and currently serves as an internal trainer and consultant for a local municipality. He has also supervised volunteer, part-time and full-time staff in various roles.

He has developed a variety of programs including: Followership/Leadership, Customer Service, Coaching, Conflict and Negotiation as well as others as part of the Leadership Development Program at the City of Tempe. He is also certified and teaches other programs including: 7 Habits for Managers, Crucial Conversations, Crucial Accountability, Real Colors Temperaments, Great Leaders - Great Teams - Great Results, The 4 Disciplines of Execution, Inclusion – Connecting with Others, and Conflict Management and Performance Management.

In addition, he facilitates for the Certified Public Manager (CPM) and the Certified Municipal Clerk programs through Arizona State University. He has also taught leadership programs in Guam and Kenya, Africa as part of the CPM program, and the Young African Leaders Initiative respectively.
He completed Conflict Mediation training through Interaction Management Associates, is a member of the American Society for Training and Development, the International Society for Performance Improvement, and the Alliance for Innovation.

Mr. Peterson holds a bachelor’s degree from Arizona State University in Psychology, a Master’s in Business Administration from Western International University, and is a Certified Public Manager through Arizona State University.

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James, David L.

Rating: 0.00

David James is former CFO for FNF Construction, Inc., a heavy highway contractor based in Tempe, Arizona. He brings over 45 years of financial and corporate experience in the construction industry, and is a Certified Public Accountant (CPA) and Certified Construction Industry Financial Professional (CCIFP).

David is the recipient of CFMA’s Debra Hahn and Joe Quigley Memorial Awards, and was presented the Valley of the Sun Presidents Award in 2015. In 2019, he received CFMA’s Danny Parish Outstanding Leadership Award.

In 2016, David became active in suicide prevention, and was appointed to the National Action Alliance for Suicide Prevention. He currently serves as Chair of the CFMA Suicide Prevention Committee and serves on the Construction Industry Alliance for Suicide Prevention, a 501(c) 3 dedicated to suicide prevention awareness, education and providing workplace resources to the construction industry.

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Committee Chairs:
David L. James, Retired
Daniel R. Siburg, The Siburg Company LLC

Conference Committee Members:
Kenneth D. Askelson     
Jared A. Asay, Conover Asay CPAs, PLLC
Patricia L. Bambridge, Whitehat, Inc.
Michael C. Calisi, Michael C. Calisi, CPA
Ross M. Grainger, Paradox
Christine E. Kettelkamp, Jenco Inc
Tanya L. Luken, Tanya Luken, CPA, PC
Vanessa R. Makridis, Equity Methods
Jason M. Mayer, National Bank of Arizona
Shaun Clark, Morrison, Clark & Company CPAs
James B. Vandeventer, Henry+Horne

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