This training session is designed to strengthen financial and business acumen for construction leaders and finance professionals. Topics include contractor and subcontractor risk, ESOP ownership, sales and use tax, and timely accounting and tax updates, as well as a Power BI demonstration focused on improving customer and job reporting.

Join us to gain practical insights and connect with industry professionals.

3.5 Hours of CPE Available

Agenda

  • 8:00 AM – 8:30 AM | Registration & Light Breakfast

  • 8:30 AM – 9:15 AM | Greg Thompson, Hahn Loeser – Identifying and Mitigating Contractor & Subcontractor Risks

  • 9:15 AM – 9:45 AM | Steve Luc, Meaden & Moore – Automating Customer and Job Reporting through Power BI 

  • 9:45 AM – 10:30 AM | Shawn Ely, Lazear – ESOP Ownership

  • 10:30 AM – 10:40 AM | Angelina Milo, Meaden & Moore – ESOPs High-Level Overview

  • 10:40 AM – 10:50 AM | Break

  • 10:50 AM – 11:30 AM | Luda Arkhipov, Angelina Milo, Jennifer Myers, and Brent Thompson, Meaden & Moore - Accounting and Tax Updates 

  • 11:30 AM – 12:00 PM | Jerry Birk, SALT Consultant – Sales & Use Tax

  • 12:00 PM – 1:30 PM | Lunch and Networking

Agenda subject to change

 

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