Finance Forum - 2018

Sunday, September 23, 2018 Reception (5:00 - 8:00pm)
Monday, September 24 (8:30am-5:00pm) - Tuesday, September 25 (8:30am-4:00pm), 2018

***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.

ACEC National members who participate in the Finance Forum will receive access to its online community and continue receiving valuable insight and information through member interaction.


Monday, September 24, 2018

7:30 am – 8:30 am                                 Continental Breakfast

8:30 am – 10:00 am                               Introductions and Discussion of Pre-Event Survey

Loren Sokolow, PSOMAS
Marian Ross, Vali Cooper                  

10:00 am – 10:15 am                              Break

10:15 am – 11:15 am                              Accounting Update

                                                                                Erin Roberts, Ernst & Young

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                               Knowledge Management

Pat Payton, Knowledge Mgmt, Mead & Hunt
Ron Granberg, IT Manager, Mead & Hunt
Andy Knauf, CIO, Mead & Hunt

1:45 pm - 2:00 pm                                 Break

2:00 pm – 3:15 pm                                AASHTO & FAR Update

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

3:15 pm – 3:30 pm                                Break

3:30 pm – 4:30 pm                                Best Practices/PM Panel

David Chambers, Delta Engineers
Laura  Rosenbaum, Taylor Engineering
Marian Ross, Vali Cooper
Albert Cuisinot, Environmental Science Associates

4:30 pm – 5:00 pm                                  Open Discussions


Tuesday, September 25, 2018

7:30 am – 8:30 am                                   Breakfast

8:30 am – 9:45 am                                   Mergers & Acquisitions Update

                                                                       Chris Stalock & Will Bloom, Chartwell

9:45 am – 10:00 am                                Break

10:00 am – 11:00 am                              Legislative Update

Katharine Mottley, ACEC

11:00 am – 11:45 am                              CFO Succession Planning

Loren Sokolow, PSOMAS 
Marian Ross, Vali Cooper
Peter Ney, EA Engineering, Science and Technology, Inc.

12 Noon – 12:45 pm                               Lunch

12:45 pm – 1:45 pm                                Drones Presentation

Robin Petzold, WGI

1:45 pm - 2:00 pm                                   Break

2:00 pm – 3:00 pm                                  Open Discussions and Wrap-up

3:00 pm                                                   Forum Adjourns



Early Bird thru August 3, 2018

ACEC Members: $495
Non-members: $595

Standard after August 3, 2018

ACEC Members: $595
Non-Members: $695


The Marquette Hotel, Curio Collection by Hilton
710 Marquette Avenue
Minneapolis, MN 55402 
(612) 333-4545

Overflow Hotel Block

Kimpton: Grand Hotel Minneapolis
615 Second Avenue South
Minneapolis, Minnesota 55402

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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