Finance Forum - 2017

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

***Registration for the Finance Forum meeting is limited to ACEC member firms and qualified non-member firms in the regular category of membership only.

Register Now

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 online community, 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 online community and continue receiving valuable insight and information through member interaction.

2017 Working Agenda 
(topics and times may change)

Monday, September 11, 2017

7:30 am – 8:30 am              Continental Breakfast

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

9:30 am – 10:00 am            From CFO to CEO

Jill Heath, Calyx Engineers

10:00 am – 10:15 am           Break

10:15 am – 11:15 am           AASHTO Update & FAR Update

Dan Purvine, A/E Clarity
Wayne Owens, T. Wayne Owens, CPA

11:15 am – 11:45 am            Open Discussions – Q&A from Forum Participants

12 Noon – 12:45 pm             Lunch

12:45 pm – 1:45 pm             ERP Update - Panel and Q&A

Rob Wintz, Clearview

Christopher Craig, Unanet

Javier Baldor, BST Global

1:45 pm - 2:00 pm                Break

2:00 pm – 3:00 pm               Accounting Update

Erin Roberts, Ernst & Young

3:00 pm – 3:15 pm               Break

3:15 pm – 4:00 pm               Equipment Leasing Considerations and Strategies

Nick Baxter, First American Equipment Finance

4:00 pm – 4:30 pm               AE Clarity Study

Megan Miller, Deltek

4:45 pm – 5:30 pm               Open Discussion


Tuesday, September 12, 2017

7:30 am – 8:30 am              Breakfast - The Path to Disruption 

Jen Sheehan, BST Global

8:30 am – 9:45 am               Risk Management/Indemnification/Drones/etc. and Risk Mgmt Survey

John Penewitt, LJA Engineering, Inc.
Kevin Pratt, USI

9:45 am – 10:00 am             Break

10:00 am – 11:00 am           Merger and Acquisitions Update

Steve Gido, Rusk O’Brien Gido

11:00 am – 11:45 am            Pros & Cons of ESOPs and Other Ownership Transition Options

Matt Keene, Chartwell

Peter Ney, EA Engineering, Science and Technology, Inc, PBC

12 Noon – 12:45 pm              Lunch

12:45 pm – 1:45 pm              Luncheon Presentation – ACEC Legislative Update

1:45 pm - 2:00 pm                 Break

2:00 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 -- SOLD OUT
500 E 4th St
Austin, TX 78701
(512) 482-8000


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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