Day 1 – August 26
8:30 - 9:50 | KEYNOTE: Economic Update for the U.S. and Arizona
Dennis L. Hoffman, W.P. Carey School of Business
Understand the latest economic trends, drivers of these trends and the risks and opportunities going forward.
10:00 - 10:50 | Succession Planning in Periods of Uncertainty
Mary Ann Sisco, The Northern Trust Company
2020 has been a year defined by uncertainty — with COVID-19, sheltering in place, historic market fluctuations, and massive government programs to support the economy like the CARES Act. In this session, you will learn lessons from business owners navigating the crisis, including the best ownership transition and succession planning ideas and techniques to use in the current environment.
11:00 - 11:50 | Impact of COVID-19 on Construction Projects: Key Contract and Legal Issues
Mike J. Holden, J.D., Holden Willits PLC
Contractors and subcontractors have experienced delays and increased costs on construction projects due to COVID-19. Join this session to learn more about contract language and legal principles that deal with and seek to allocate these risks.
Day 2 – August 27
8:30 - 9:35 | Supporting a Workforce During a Crisis
Aaron Peterson, MBA, CPM, City of Tempe
A crisis can highlight our best leadership skills and abilities or shine a light on our weaknesses. Learn the value of using your empathy skills as a business tool to support your team and how to manage for results.
9:45 - 10:45 | The New Lease Standard: The Bark and the Bite
Matthew J. Waller, CPA, Henry+Horne
At the end of the session, you will be able to describe the difference between a lease and a service contract and explain how to properly evaluate the type of lease you have. Leave this session knowing the practical expedients available to you and the required disclosures under the standard.
10:55 - 11:55 | An Interactive Experience With Blockchain Technology and How It Applies to Accounting
Vincent Michael LoRusso, CPA (in CA), TrueUp Co.
Blockchain is currently one of the heavily hyped technologies poised to change the accounting world. Attend this hands-on session to demystify blockchain and learn more about how it may be used in accounting transaction processing.
12:25 - 1:15 | Backup Withholding/Employment Tax Implications & 1099-NEC
Lisa Novack, Internal Revenue Service
By the end of this session, you will be able to define backup withholding, explain the current processes and describe payer obligation under IRC §3406. The new Form 1099-NEC vs 1099-Misc will also be covered.
Day 3 – August 28
8:30 - 9:25 | Workplace Safety: A Leader’s Guide to Mental Wellness
David L. James, CPA (retired), CCIFP
This session will bring suicide prevention awareness and mental health wellness into focus for our workplace environments. Learn to identify the critical risk factors, red flag warning signs and understand the critical role of business leadership. Take resources back to your workplace to create a culture that supports mental wellness.
9:35 - 10:25 | Updates on the Evolving Area of Pandemic Alphabet Soup and Managing Risks
Julie A. Pace, J.D., Gammage & Burnham
Learn about the CARES Act, FFCRA and the latest developments about PPP and Loan Forgiveness in this session. Gain insights on the best practices for tele-working arrangements, addressing and preventing potential employee claims and how to navigate through changing laws.
10:35 - 11:25 | Strategic Planning for the Business’s Success
Daniel R. Siburg, CPA, CVA, The Siburg Company
Financial executives are a large part of developing a business’s strategic plan. In this session, you will learn the keys to a successful strategic plan and how to bring about change to a business.
12:00 - 1:00 p.m. | Current Cyber Threats
Joseph Hooper, Supervisory Special Agent, FBI
Learn about cyber threats that the FBI is currently seeing in their investigations, including cyber extortions, computer intrusions, ransomware, cryptojacking, business email hijacking and insider threat.
Thank You to Our Sponsors:
Eide Bailly LLP
Wallace Plese+Dreher, LLP
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
Siburg, Daniel R.
Daniel R. Siburg, CPA, CVA is the managing director of The Siburg Company, a boutique consulting firm specializing in the areas of financial and operational consulting, business development, and mergers and acquisitions. He has business experience as both a president and chief financial officer. The Siburg Company has helped businesses to improve operational functions, increase revenue streams and profitability, while assisting management to implement strategic policies that focus their company's on a growing both organically and through mergers and acquisitions.
Pace, Julie A.
Julie A. Pace concentrates her practice at Cavanagh Law Firm in the fields of employment, immigration, OSHA, health care, and construction. She defends claims of sexual harassment, employment discrimination, retaliation, whistleblower, and wrongful discharge, and against charges by the EEOC. She handles matters involving ICE, OFCCP, DOL, NLRB, and is well versed in wage and hour laws.
Pace frequently conducts investigations and provides training to managers and employees, including I-9 audits and training. She regularly represents employers in dealing with local law enforcement and other authorities investigating immigration-related employment practices and the status of employees., including raids by the Maricopa County Sheriff's Office under the Legal Arizona Workers Act (LAWA). She was described by Arizona Business Magazine as the "go to" lawyer for employer immigration compliance in Arizona.
Pace is the presenter and narrator of an award winning video on respectful conduct in the workplace. She is the co-editor or primary author of three books on employment law. She has conducted national training programs for clients and industry groups.
Pace counsels employers on non-compete contracts, confidentiality agreements, employee discipline, drug testing, accommodation of disabled individuals, leaves of absence, workplace violence, safety policies, and other human resource policies and procedures. She also handles contract disputes, business torts, trade practices, and construction matters. She regularly prepares and reviews employee handbooks and safety manuals.
For more than 15 years, Pace has regularly represented companies in OSHA proceedings and has handled hundreds of OSHA matters and more than 50 fatalities in the workplace. She has been working on fall protection issues since the fall protection standard went into effect in 1995.
She has represented companies in government contracting disputes and numerous commercial litigation matters involving contracts, trade practices, financing, acquisitions, and other matters. Pace is known for creative, practical solutions to businesses’ legal challenges.
Pace regularly coordinates crisis response plans for clients to deal with workplace accidents, government investigations and other matters. She has been interviewed and quoted in news media across the nation, including ABA Journal, Forbes, Business Week, The New York Times, CNN, NPR, Associated Press, USA Today, L.A. Times, CBS News, FOX News, Arizona Republic, East Valley Tribune, Arizona television stations, Arizona Daily Star, The Tucson Citizen, HR Magazine, and many more.
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.
Holden, Michael J.
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.
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.
Sisco, Mary Ann
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.
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 CPA.com Startup Accelerator cohort and they are part of Talent Tech Labs, an accelerator focused on technologies in talent acquisition and management
Hoffman, Dennis L.
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 http://economist.asu.edu
James, David L.
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.
Waller, Matthew J.
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).
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