Finance Forum - 2017

Monday, September 11 (8:30am-5:00pm) - Tuesday, September 12 (8:30am-4:00pm), 2017

***Registration for the Finance Forum meetings, and participation in the online discussion forum or “Listserv” for the group, is open exclusively to current CFOs, Treasures, Controllers or other financial management professionals employed at AEC firms. Service providers to the AEC industry are not eligible to register as attendees or subscribe to online discussion forums.

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Curriculum Track: Finance and Economics

Member Organization: National Events

Faculty: TBD

This forum carries 10 PDHs (Professional Development Hours).

Through ACEC's Finance Forum and its accompanying listserv, professionals are connected to a network of their peers in an informal, roundtable setting. Professionals share best practices, discuss problems and solutions, gain valuable insights into industry trends, and network with each other.

The Finance Forum holds one and a half day long workshops, structured for networking with peers, in an interactive roundtable format. Facilitators develop a basic agenda with input from participants and discuss emerging trends and problem solving in the workplace.

Participants to the Finance Forum will receive access to its listserv and continue receiving valuable insight and information through member interaction.

2017 Agenda TBD - Review last year's agenda below

Monday, September 12, 2016

7:30 am – 8:30 am              Continental Breakfast

8:30 am – 9:00 am              Introductions, Logistics

9:00 am – 10:00 am            Accounting Update – Revenue Recognition and more

Erin Roberts, Ernst & Young

10:00 am – 10:15 am           Break

10:15 am – 11:00 am           Incentive Compensation

Matt Keene, Chartwell

11:00 am – 11:45 am            Lessons Learned from being acquired

Todd Gilles, Sebesta

12 Noon – 12:45 pm             Lunch

12:45 pm – 1:45 pm             Designing the Workforce of tomorrow

Cecile Alper-Leroux, VP of Human Capital Management Innovation, Ultimate Software

1:45 pm - 2:00 pm                Break

2:00 pm – 3:00 pm               Breakout Sessions

Budgeting Software Ideas and Potential Solutions
Albert Cuisinot, Environmental Science Associates

Employee Metrics
Cecile Alper-Leroux, Ultimate Software

3:00 pm – 3:15 pm               Break

3:15 pm – 4:00 pm               M&A Trends

Nick Belitz, Morrissey Goodale

4:00 pm – 4:30 pm               Open Discussion Time

4:30 pm                                Session Ends


Tuesday, September 13, 2016

7:30 am – 8:30 am               Continental Breakfast & Open Discussion Time

8:30 am – 9:45 am               AASHTO FAR Update

Dan Purvine

9:45 am – 10:00 am             Break

10:00 am – 11:00 am           Overhead & FAR Audit Discussion

Wayne Owens

11:00 am – 11:45 am            Fiduciary Responsibilities of a Qualified Retirement Plan

Erin Turley, ACEC Retirement Trust attorney

12 Noon – 12:45 pm              Lunch

12:45 pm – 1:45 pm              Cyber Security

Chris Didio, Dannible & McKee
Erich Kron, Know
Dale Crow, Crow Friedman Group

1:45 pm - 2:00 pm                 Break

2:00 pm – 3:00 pm                Breakout Sessions

ESOP Issues
John Penewitt, LJA Engineering, Inc.
Loren Sokolow, PSOMAS

Ownership Transition Issues for Private Firms
Marian Ross, Vali Cooper & Associates, Inc.
Don Gotrick, Mead & Hunt

3:00 pm – 3:30 pm                Open Discussion Time and – Wrap-up

3:30 pm                                 Forum Adjourns



Early Bird thru August 4, 2017

ACEC Members: $495
Non-members: $595

Standard after August 4, 2017

ACEC Members: $595
Non-Members: $695


Hilton Austin
500 E 4th St
Austin, TX 78701
(512) 482-8000

Hotel cutoff date: August, 19 2017
Room rate: $229

Register for the Finance Forum: Click here


Maureen Brown


Refunds, Credits, Substitutions, and Cancellations

For cancellations received at least 15 days prior to program date, ACEC will issue a full refund. For cancellations received between 14 days and 3 days prior to program date, ACEC will issue credits toward any ACEC online class, live or on-demand. Credits are valid for 6 months from issue date. For cancellations received 2 days or less before a program date, no refunds or credits will be issued. Refunds or credits will not be issued for "no-shows." Registrants may choose another online class or substitute attendee/s without penalty at any time. Contact for further information.




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