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Date: Nov. 13, 2018

7:30-8:15 A.M. CFO Roundtable Breakfast (optional)

Come early for breakfast and discussion with colleagues. Potential topics include subcontractor default insurance, mergers/acquisitions, P3’s, block chain technology and relevant legal trends.

8:30-9:30 A.M. General Session

The U.S. and Indiana Economy in Late 2018: Where Are We Headed?

Michael Hicks, Ball State University

This presentation will extend the 2018 and mid-year 2018 economic forecast with a focus on residential and commercial construction.

9:30-9:45 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

9:45-10:55 A.M. Breakout Sessions
  1. Revenue Recognition and Lease Accounting Update

    Zeeshan Malik, CPA, CCIFP, Katz Sapper & Miller LLP

    With the release of Topic 606 and Topic 842 came implications that construction companies must be aware of. In this session, Zee Malik will specifically cover how these changes affect revenue from contracts with customers as well as accounting for leases.

  2. Guiding Families in Business Through an Exit Plan – The ‘Why’ Behind the ‘How’

    T. Ray Phillips, Family Business Legacy Co.

    • Realities of Success, Transition & Ownership Exit Planning
    • The Competing Systems at Work
    • Know your Ownership Options
    • So, you want to build a Transition/Succession Plan?
    • An Owner’s Self-Assessment – Concluding Thoughts

10:55-11:05 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

11:05 A.M.-12:15 P.M. Breakout Sessions
  1. R&D Credit: The Facts

    TJ Sponsel, McGuire Sponsel

    In recent years the federal and Indiana R&D Tax Credit has gained much momentum within the construction industry. This session will focus on how the qualifying criteria intersects with the construction industry. The presentation explains common terminology and the “gray area” of the R&D Tax Credit, along with the myths that are associated with how a contractor can qualify for the R&D Tax Credit. The current environment with IRS/INDOR examination will also be explained.  Case studies will help in applying the tax theory as it pertains to a contractors’ specific business. 

    Major topics include:

    • What is the R&D Tax Credit?
    • Qualifying Criteria
    • Qualified Research Expenditures
    • Capturing Costs
    • Includable Software Expenses
    • IRS/INDOR Scrutiny
    • Case Studies


  2. Building a Strong HR Foundation

    Peggy Hogan, Purple Ink

    In this session, Peggy Hogan challenges you to think about Human Resources differently. What is Human Resources and why do you need it? You’ll learn about the basic building blocks of the HR function. There’s big picture strategic thinking as well as tactical daily work that needs to be done. How do you navigate the HR landscape, mitigate risk, attract and retain talent and where do you go for help? HR isn’t a necessary evil nor is it just a cost center. Discover how a strong HR foundation can save you money and improve your bottom line!


12:15-12:45 P.M. Lunch

It's time to eat, network and visit sponsor tables.

12:45-1:30 P.M. General Session

Preparing Tomorrow's Construction Leaders

Chris Price, Indiana Construction Roundtable Foundation

As the construction industry braces for a significant shortfall of talent, what is being done to prepare tomorrow’s leaders for the opportunities that lie ahead?


Coming down the pipeline of tomorrow’s economy are students who are striving for a successful career, and adults who could benefit from skills training needed to connect with the high paying jobs offered by the construction industry. This presentation will provide attendees with best practices of what is being done to build a stronger pipeline of talent in K-12 as well as strategies for engaging adults in the opportunities that exist today.

1:30-1:40 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

1:40-2:50 P.M. Breakout Sessions
  1. What Are Your Benefits Really Costing You?

    Andrew Denny - Shepherd Financial, Taylor Booth - Mass Mutual and Alexis Sowder - KSM Location Advisors

    • Learn how to lever the power of analytics to calculate and forecast the financial impact employers face from their employee’s financial stress, in dollars and cents.
    • Employee benefit programs are complicated and hard to quantify.
    • Learn how to understand exactly what the value of your programs are over time.
    • Real examples of organizations using these tools.
    • Learn about state and local economic incentive opportunities related to job creation and capital investment – triggers, application and approval processes and additional resources.


  2. Fraud Awareness and Prevention plus an appearance by representatives from FBI Indianapolis Division

    Brian Muncy, CPA, CFE, Somerset CPAs and Advisors

    Come discover the ways fraud is being committed, how it may be prevented and what to do if it is discovered. Session will include appearance by the FBI Indianapolis Division and how they can be an advocate to an employee that discovers fraud.


2:50-3:05 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

3:05-4:30 P.M. Closing General Session

Tax Reform: The Good, The Bad and the Ugly

Ben Matherly, CPA, CCIFP, Crowe LLP

The session will take a deeper dive into tax reform and the newly issued tax regulations.  Some topics we will be discussing include changes to meals and entertainment expense deductibility, limitations on deductibility of interest, the new Section 199A deduction for pass-through entities, opportunity funds, and many more.

4:30 P.M. Adjourn

Don't forget to turn in your CPE form at the registration desk. Look for an event survey; please give us your feedback so we can create another great conference next year!