Greg Horne is a Contract surety Underwriting Officer with Liberty Mutual Surety and chairman of the SFAA Contract bond Advisory Committee. During his 38 years in the surety industry, he has held various underwriting and management positions at Liberty Mutual, CAN Surety, and Aetna/Travelers. He has been a repeat speaker at the AGC Risk Management and Surety Bonding Conference, NASBP podcasts and CICPAC webinars, and had been published in ENR (The Value of Surety – 2019; When contractor’s Play Surety – 2015) and Construction Executive (The Hidden Dangers of Expanding Markets – 2013) and is the author of several White Papers for Liberty Mutual Surety. He has an MBA from St Joseph’s University and was a 1986 graduate o the Aetna Bond School.
Niladri joined Liberty Mutual 8 years ago as part of its leadership development program after receiving his MBA from Duke University. For the last 6 years, he has been with Liberty’s Surety organization, most recently as Senior Director, Product Management. Niladri leads the Portfolio & Risk Management team, responsible for identifying and managing risk to the Contract book of business as well as developing industry-leading value-added services for surety clients. Prior to Liberty, Niladri was a Transportation Engineer for the California Department of Transportation (Caltrans). Niladri has a Master’s Degree in Civil Engineering and holds the AFSB, CPCU, and Professional Engineer (Civil) designations.
This session will explore the latest trends and developments for environmental, social, and governance (ESG) with a particular look at how it is impacting modern business strategy, M&A, and in particular, construction. Why is ESG important for contractors and value creation? What types of regulatory and reporting requirements can we expect? Is ESG a fad? If not, what should we do to prepare ourselves and our clients?
Understanding ESG and why it is quickly increasing in importance for corporations.
How is ESG relevant in today’s M&A environment?
What kind of regulatory and reporting requirements should we expect for our clients?
Ryan Foley’s investment banking career is focused almost exclusively on serving middle-market companies with merger and acquisition transactions, private placements, and public equity and debt offerings.
With more than 20 years of experience, he’s the co-head of FMI Capital Advisors’ Contractor & Construction Services industry practice, primarily serving specialty trades such as mechanical, electrical and plumbing contractors in addition to general and heavy civil companies.
Prior to FMI, Ryan worked at Green Manning & Bunch, a Denver-based M&A advisory firm, and at Allegiance Capital, where he led the execution of sell-side M&A transactions on behalf of privately held, family-owned businesses in oil field and electric power services, construction, food and chemicals.
Earlier, Ryan worked at BMO Capital Markets in Houston supporting public and private debt and equity transactions for oil and gas exploration and production firms. He began his career at Janney Montgomery Scott, a full-service investment bank in his hometown of Philadelphia.
The Florentine showcases modern, seasonal Italian cuisine, in a warm, inviting environment. Characterized by elegant simplicity and paramount ingredients, the chef-driven menu boasts an extensive selection of classic antipasti, wood-fired thin-crust pizzas, handmade pastas and top imported Italian cheeses & meats. Desserts are modern interpretations of Italian classics. The bar offers a variety of draught beers, ciders and craft cocktails alongside an affordable wine list, which highlights Italian and domestic wines.
Construction is one of the largest industries in the world, and from a business perspective it’s also one of the most complex. The complexity of construction has real economic impacts. Construction companies don’t go out of business due to lack of jobs, they go out of business because of a lack of cash flow. In this session, attendees will learn about what’s driving the complexity in construction today, and how Fintech automation can help transform the way construction companies plan, forecast, and spend their money.
Drive awareness of the challenges being faced by construction financial professionals
Provide an understanding of the economic costs associated with the complexity of construction
Explain the role of Fintech automation and how it will transform the money workflow in construction
Bassem Hamdy is a construction industry veteran with over 25 years of experience. He’s a well-known pioneer in construction tech, and played an integral role in establishing an industry for project management software.
Bassem first joined CMiC in the 1990s and was successful in helping construction companies migrate their systems from paper to software. In 2015, Bassem was appointed EVP Marketing and Enterprise Strategy at Procore, a unicorn-valued, cloud-based platform for construction. As Co-Founder and CEO of Briq, Bassem has embarked on his third and greatest act in ConTech – Corporate Performance Management Software (CPM) specifically for construction finance. In June of 2021, Briq announced its Series B funding round, recording a $30 million investment, the second largest in ConTech history.
A subject matter expert on the topics of Construction Technology, Data & Analytics and emerging technologies, Bassem is a frequent national and regional conference speaker for the AGC-IT Conference, AGC Annual Convention, CFMA Annual Conference and other industry events, and has authored numerous articles for trade publications.
With over 15 years’ experience in public accounting, I serve a wide range of industries: commercial and residential real estate, hospitality, multifamily, self-storage, telecommunication. I’ve also served agriculture, senior living, quasi-municipality, professional services, not-for-profit, and I haven’t stopped adding to the list. I am a senior manager on a variety of financial statement audit engagements, providing assurance for real estate investors, whether private equity, bank-leveraged, HUD-backed, tax-credit incentivized, real estate investment trusts, and so on. I also contribute to our technical standards team. Outside of the traditional busy season, I audit employee benefit plans, specifically defined contribution plans. Along the way, I connect clients to my colleagues in tax and consulting to provide them with the solutions necessary to optimize their business.
Born and raised in the Bronx for most of my life (yes, I’m a Yankees fan), I graduated from Fordham University with a B.S. in accounting and am a member of the AICPA.
Fun fact: When I’m not crunching numbers, I enjoy playing piano and composing music. Otherwise, I can be found doing something fun with my beautiful wife and our three children somewhere in the great state of Colorado.
I specialize in providing audit, review, and consultative services to general contractors, specialty subcontractors, heavy highway companies, and other construction industry companies, as well as manufacturers and distributors. In addition, I focus on employee benefit plans, specifically 401(k) plans and ESOPs.
Growing the construction practice in the Rocky Mountain region has been my greatest source of pride in my career. When it comes to the construction industry or employee benefit plans, colleagues and clients know they can trust me to be invested in their success. I’ve been told my friendly approach and positive attitude are appreciated by many of my clients.
With approximately 15 years of experience, I’ve been asked to present at local, state, and national construction conferences on technical accounting topics, such as revenue recognition and internal controls. I’ve also participated as a national online and local in-person faculty for Certified Construction Industry Financial Professional (CCIFP) preparatory courses.
Robert S. Mercado is a Partner in the Assurance Services division and serves as the Construction Assurance Group Leader and the New England Regional Construction Leader. He has more than 25 years of experience conducting, reviewing and analyzing financial information for construction contractors, manufacturers and service corporations.
As a Certified Construction Industry Financial Professional, Mr. Mercado has an expertise in troubleshooting problem job performance for construction projects and recommending practices to enhance profitability. In addition, he is knowledgeable with systems analysis and with the tailoring of accounting software to meet clients’ needs.
Mr. Mercado is a frequent speaker on accounting and auditing matters for construction companies, industry organizations and professional development courses. He has been acknowledged in several publications of the AICPA’s Audit and Accounting Guide – Construction Contractors and AICPA’s Audit Risk Alert – Real Estate and Construction Industry Developments. In addition, Mr. Mercado is the co-author of the AICPA’s Construction Contractor: Accounting and Auditing and Construction Contractors Advanced Issues Training Manuals.
Christine Ulibarri is a Principal for BeachFleischman where she co-leads the firm’s Construction Client Service Team and serves as a member of the Tax Department. Christine’s public accounting experience spans over 30 years, and she engages individuals and owners of closely-held and private companies with strategic tax planning, compliance, consulting, and research services.
Specifically, Christine has extensive experience advising clients operating in the construction and financial & professional services sectors. She has given several presentation to industry-related organizations on topics pertaining to taxation and operational strategies. Christine is a Certified Public Accountant licensed to practice in Arizona, and she also earned the Certified Construction Industry Financial Professional designation.
Barry A. Fischman is a partner in the Firm’s New Haven, Connecticut office and a member of its National Construction, Real Estate, Business Enterprise Tax Services, High-Net-Worth Individuals, Tax Compliance, Family Wealth Services, and Trusts and Estates practice groups. He has more than 35 years of tax and consulting experience providing services primarily to closely-held businesses. He has a wide range of industry experience including construction, real estate, research and development, professional services, manufacturing and high-net-worth individuals.
Mr. Fischman represents clients before the Internal Revenue Service and the Connecticut Department of Revenue Services. A frequent speaker, Mr. Fischman is often asked to present on topics regarding income taxation matters for construction companies; research and development credit opportunities; and gift, estate and asset protection planning.
The Infrastructure Investment and Jobs Act dollars are coming to jobs across the United States. We know all those jobs will be prevailing wage. In this session, we will review key topics construction CPAs should be aware of with their clients.
As executive vice president of Fringe Benefit Group, Brian Robertson is responsible for business development with a focus on expanding the company’s channel partner relationships with new and existing business partners. His goal is to create and/or strengthen Fringe Benefit Group’s partnerships with payroll software firms, brokerage firms, trade associations and insurance carriers.
Brian has been with Fringe Benefit Group since 1994, when he joined the company as a regional sales director. During his tenure at Fringe Benefit Group, he has successfully launched several new product lines, including a variety of voluntary and employer paid insurance products for hourly workers.
A frequent speaker and author on benefits trends issues and trends, Brian serves on the Board of the Council of Employee Benefits Executives (CEBE), the Editorial Advisory Board of Benefits Selling magazine, and is a member of the National Association of Health Underwriters (NAHU) and the Council for Insurance Agents and Brokers (CIAB). He is a graduate of Texas A&M University and enjoys spending time with his four children and granddaughter.
Nathaniel “Nat” Peniston is a nationally recognized expert in employee benefits with over 20 years of financial and insurance industry experience. Over the last decade, Nat has been Vice President at Fringe Benefit Group, an industry leader in designing, implementing, and administering benefits for hourly and part-time workers.
Nat helps employers create solutions to ensure employees are financially and physically healthy while ensuring employers reduce their payroll burden and maximize their budget and is passionate about employee recruitment, retention, and engagement.
Nat is also an accomplished author who has published numerous articles on employee benefits best practices, including: “Buying vs. Renting Health Insurance” and his 2021 book, “The Contractor’s Guide to the Davis-Bacon Act: Essential Knowledge for Bidding and Compliance on Prevailing Wage Jobs.”
Nat is Chair of the Board for the Central Texas Chapter of the Associated Builders & Contractors and is involved in various charitable organizations. He earned his bachelor’s degree from the University of Miami and lives in Austin, TX, with his wife and two daughters.
As Owner & Chief Operating Officer of The Rainmaker Companies, Scott is dedicated to helping professional service firms across the country optimize their ability to grow. Over his 30-year career of leading integrated marketing and business development programs, he has developed a holistic perspective of strategies and tactics that drive growth.
Prior to joining The Rainmaker Companies, his experience includes having served as CMO for a Top 20 U.S. accounting firm where he led marketing and business development initiatives that helped drive 12-fold revenue growth over 14 years.
He enjoys contributing to the industry through collaboration, leadership, and knowledge-sharing. He has served as President of the Association for Accounting Marketing (AAM); was named among the “Top 100 Most Influential People in the Accounting Industry” by Accounting Today; and was recognized as the “Accounting Marketer of the Year” by the CPA Practice Management Forum. In 2019 he was inducted by AAM into the Accounting Marketing Hall of Fame.
Matt has more than 13 years of experience in public accounting. He is a partner in the firm’s Tax Services Team, and he is the Co-Leader of MCM’s Construction Services Team. Matt’s practice focus is in providing tax and consulting services to closely-held construction businesses. He also has significant experience in multi-state tax planning and compliance.
Carl Oliveri is the Construction Practice Leader and a partner at Grassi. Carl possesses over 20 years of experience advising owners and executives within the Construction industry, particularly in regards to project-centric and companywide financial modeling, operational strategy development, financial statement attest services and income tax method analysis. This extensive industry experience allows him to provide insight and advice to construction clients on marketplace trends and best practices.