It's the annual construction accounting conference and the lineup will be a good one. We're proud to be presenting accounting and managerial skill topics that can make a difference in your company today. Below is a summary of the presentations included in your 8 CPE hour day. Doors open at 7:30 for a light breakfast, registration and announcements, seminars begin at 8AM. Lunch (Olive Garden) is provided on site, and the conference ends at 4:30 PM. 

• Authority Optional - Max Powers, Josh Lamansky
  • Leading company culture from the middle
  • Preparing for difficult conversations and handling them with grace
• SRA 831(b) Admin - Introduction to 831(b) 
• WIP and Revenue Recognition speaker - Laura Jones, CPA. CCIFP Moss Adams
  • ASC 606 Revenue Recognition compliance and best practices
  • Work in Progress accounting best practices and advanced scenarios (participation and questions welcome)
• HR & Legal Update - Maren Ericson, White Peterson Attorneys at Law
  • 2024 Contractor/Employee Update, EEOC Harassment, Pregnant Workers Fairness Act, and more
• 401K Options, fiduciary requirements, and legislative updates - Kevin Baker, Northwestern Mutual & Shane Hanson, Freedom Fiduciaries
• Subcontractor Default Insurance and Artificial Intelligence (a warning) - Mike Zahn, Marsh McLennan

Authority Optional - How to Lead Your Company Culture

Max Powers is a Thought Leader, Consultant, Podcaster, and co-owner of Authority Optional.  In over 20 years of leadership experience, Max has honed his focus to the creation of bulletproof teams by creating environments where failure is seen as the best teacher and learning as the catalyst for exponential improvement.  He's tested this in the sales, retail, film, trades, and financial industries and has found one thing to be true across the board: hire the right people, make sure they have what they need, and get out of their way.  His specialties include Connected Leadership, Relationship Management, and building Bulletproof Teams that can face any adversity with minimal guidance.

Josh Lamansky is a Connected Management Leader, Consultant, Project Manager, Podcaster and the co-owner of Authority Optional. With 25 years of experience in financial services, telecom, semiconductors and public health, he has found repeatable success in building teams focused on engagement and development.  Josh believes that when we hire the right people and craft environments they ACTUALLY want to work in, we empower them to unlock their potential on a pathway to their own definition of success.

SRA 831(b) Admin - Introduction to Tax Deferred Risk Mitigation

Jake Rugg is a regional account executive at SRA. Their administrative team enables companies to set aside tax deferred dollars for uninsured or underinsured risks of all kinds. This is a huge tax advantage and cash flow management resource that not enough companies are utilizing. Get ready to learn how you can prepare for what is quickly moving from “if” to “when." 

Moss Adams - ASC 606 Revenue Recognition Compliance & WIP Best Practices

Laura Jones has practiced public accounting since 2016. Her focus is providing assurance services for private organizations in the construction and forest products industries. She has held the Certified Construction Industry Financial Professional (CCIFP®) designation since 2020.

White Peterson - HR & Legal Update

Maren Ericson is an attorney with White Peterson, Attorneys at Law. She has been practicing law for over 10 years and her practice has focused on advising public agencies and private businesses in employment and HR, business transactions, contracting, purchasing, and policy making. A significant part of her practice includes conducting HR Investigations and advising organizations on best practices in personnel actions. 

Northwestern Mutual - 401K Options, Fiduciary Requirements, and Legislative Updates

Kevin Baker is a financial representative at Northwestern Mutual. He is versed in financial planning, retirement, life insurance, estate planning, and more. He regularly works with individuals and corporate decision makers to cater retirement products and strategies to their needs. 

Shane Hanson  is a distinguished financial professional with a wealth of experience spanning over 12 years in the financial services industry. As the President and CEO of Freedom Fiduciaries™, he leverages his vast knowledge and experience to guide clients towards making informed decisions

Marsh McLennan - You want me to share WHAT? third-party prequalification trends

Mike Zahn is a surety specialist at Marsh McLennan Agency (MMA). While based out of MMA’s Boise office, his current client base spans the Midwest and Western United States. Mike’s in-depth industry knowledge has been gained through fifteen years of underwriting and brokerage experience. He is an active participant in the CFMA, Idaho AGC, a current board member of the Surety Association of Idaho, a founding member and current board member of NUCA – Southern Idaho, and is a past President of the Surety Association of Wisconsin.