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Virtual Agenda

Date: November 10–11, 2020

DAY 1: 8:30 a.m.–12:20 p.m.
CPE: 4
CLE: 2.5

8:30–9:20 A.M. General Session

Construction Outlook & Developing Strategy Amid Uncertainty

Chris Barrazotto, FMI

Just six months ago, we said “no good deal lasts forever.” We would like to share our insights on the post-COVID environment. Learn more about the industry outlook, customers, and even how services are changing. This presentation of FMI’s forecast of construction spending includes expectations for the various segments that make up the broader built environment in the US. We will discuss the ways in which the procurement preferences and practices of buyers are changing, along with the radical new ways services are being delivered and provide recommendations for positioning your organization for success in the coming year.

Learning Objectives:

  • Gain insights into the construction industry.
  • Hear an FMI expert share perspective on where we are in the business cycle.
  • Determine whether their approach resonates with the shifting demands and expectations of the market.
  • Discover what other contractors are doing to prepare for the future delivery of construction services.
9:20–9:30 A.M. Break

It's time to stretch and get a coffee refill.

9:30–10:20 A.M. General Session

Workforce Development and & Credits

TJ Sponsel, McGuire Sponsel and Katie Culp, KSM Location Advisors

Part 1: This presentation would provide an update on R&D Tax Credit Claims at the federal and Indiana levels. Given the subjectivity of the R&D Tax Credit, there are many positions on what is “qualified research” and what it is necessary to build a defendable claim. This presentation seeks to bring clarity to this frequently-discussed topic by focusing on the following points:

  • What is “qualified research?”
  • What level of documentation is necessary to build a credit claim?
  • Where is the exposure under audit at the federal and Indiana levels?
  • What industries can benefit outside of the traditional ones such as manufacturing, software, aerospace, etc.?
  • Opportunities for companies that have altered their businesses due to COVID-19.
  • The future of the R&D Tax Credit.
Part 2: State & local tax incentives can be icing on the cake for the users and tenants who fill the buildings after construction is complete. But did you know that in addition there are incentives available for the builder as well? Katie Culp of KSM Location Advisors will outline the top state and local incentives programs users and builders can benefit from, and she will discuss the ideal time for developers to apply for incentives.


10:20–10:30 A.M. Break

It's time to stretch and get a coffee refill.

10:30–11:20 A.M. General Session

Anatomy of a Fraud: Banking & Business Email Compromise & Computer Intrusion

Michelle Martin, First Merchants Bank and Gretchen Schilb, First Merchants Bank

81% of companies were targets of payment fraud last year. Join an informative conversation with experts on how to mitigate potential fraud. Learn best practices and defensive measures to protect your business from cyber-thieves.

11:20–11:30 A.M. Break

It's time to stretch.

11:30 A.M.–12:20 P.M. General Session

What’s Keeping You Up at Night?

Michelle Eastman, CCIFP, North Mechanical Contracting and Service, Doug Staebler, Custom Concrete Co. Inc., Brittney Turner, CPA, CGMA, FA Wilhelm Construction and Kyle Wietholter, Gradex Inc.

During this panel discussion we will go over the best practices, new challenges and financial impact due to COVID-19.

DAY 2: 8:30 a.m.–12:20 p.m.
CPE: 4
CLE: 2.5

8:30–9:30 A.M. General Session

ESOP Employee-Ownership in the Construction Industry

Tony Kaufman, First Merchants Bank and Andy Manchir, ASA, CMA, CEPA, Katz, Sapper & Miller

This session will give participants a high-level overview of Employee Stock Ownership Plans, including current trends in financing and deal structure. Case studies will be shared on how construction companies have used ESOPs as part of their ownership succession plans.

9:20–9:30 A.M. Break

It's time to stretch and get a coffee refill.

9:30–10:20 A.M. General Session

Accounting Pronouncements, Taxes, COVID & You

Daniel Kraft, CPA, CCIFP, VonLehman CPA & Advisory Firm and Zeeshan Malik, CPA, CCIFP, Katz, Sapper & Miller

This session will give an overview of new accounting pronouncements and look into the changes to the tax law as a result of FFCRA, CARES, PPP Loan Forgiveness, and other tax law changes on the horizon.

10:20–10:30 A.M. Break

It's time to stretch and get a coffee refill.

10:30–11:20 P.M. General Session

COVID-19: A Fraud’s Partner-in-Crime

Bryan Callahan, CPA, CFF, CVA, CFE, BKD CPAs & Advisors

The COVID-19 pandemic is changing and disrupting business operations across the country. Those changes are bringing about new risks, including a higher chance of fraudulent behavior. This webinar will discuss these risks, along with ways to help mitigate fraud during this crisis and beyond.

Learning Objectives:

  • Understand why the response to COVID-19 has increased the risk of fraud.
  • Learn ways to help mitigate the risk now and into the future as the pandemic subsides.
  • Discuss the latest trends from the ACFE’s Report to the Nations, emphasizing results for the construction industry.
11:20–11:30 A.M. Break

It's time to stretch.

11:30 A.M.–12:20 P.M General Session

Political Hindsight is 2020: State of Indiana Politics

Abdul-Hakim Shabazz, Lewis and Wilkins LLP

  • Whoever wins the Presidency will make perfect sense.
  • What’s next for the state of Indiana?
  • Is it too early to start talking about 2022?