Winter Conference: CFO/Business Managers Agenda



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CFO/Business Managers Agenda

(All sessions take place in the Albany Capital Center unless otherwise specified.
All speakers must abide by the ACEC New York Speaker Code of Conduct.)


Sunday, January 27

1:00 PM-8:00 PM | Registration

5:00-6:30 PM | CFO Panel: Growth & Ownership Strategies Panel
Capital Room
Panelists: Ira Starr, Managing Director | Long Point Capital
Paul W. Grosser. PhD. PE., CEO | P.W. Grosser Consulting
Brian Kenet, MBA, Senior Business Advisor | Anchin, Block & Anchin LLP
David Chambers, CFO | Delta Engineers, Architects, & Land Surveyors, DPC

6:30-7:30 PM | Opening Exhibitor Reception/Exhibitor Booths Open
1st Floor Exhibit Hall

7:30-9:45 PM | Welcome Dinner
2nd Floor Prefunction
Guest Speaker: Liesl Folks,  PhD, MBA, Dean | University of Buffalo School of Engineering and Applied Science
Dr. Folks will give a special presentation on "Navigating Gender Bias, Inequity and Discrimination in STEM." Prior to Dr. Folks' presentation, ACEC New York will recognize a number of 2018 ACEC New York Scholarship recipients from Upstate New York schools.

10:00-11:00 PM | Hospitality
The Shelf (Renaissance Hotel)

Sponsored by Risk Strategies Company


Monday, January 28

7:00AM-5:00 PM | Registration

7:00-9:00 AM | Grab-N-Go Breakfast
1st Floor Exhibit Hall

8:30-9:20 AM | CFO/Business Managers Session #1: Executive Decision Making: Building Blocks of Performance

Capital Room
Presenter: Dr. Nick Molinaro, Clinical, Performance, Sports Psychologist

This session covers the cognitive and leadership qualities that influence decision making and drive performance, including case studies and showing interventions at the executive level.

9:30-10:15 AM | Opening Keynote Address

2nd Floor Multipurpose
Guest Speaker: Mark Vitner, Managing Director, Senior Economist | Wells Fargo Securities, LLC

10:15-10:40 AM | Coffee Break with Exhibitors
1st Floor Exhibit Hall

10:25 AM-12:15 PM | CFO/Business Managers Session #2: Revenue Recognition Best Practices:  Technology, Contracts, and Collaboration Panel
Capital Room
Moderator: Sal Leone, CPA, Partner | Citrin Cooperman

Panelists: Paul Natalizio IV, | Outsourced Accounting Services, LLC
Thomas S. Tripodianos | Welby, Brady & Greenblatt, LLP
Paul Ryan | Welby, Brady & Greenblatt, LLP
Gilbert K. Watkins, A&E practice leader | Citrin Cooperman,

This panel discussion covers best practices in connection with the new revenue recognition rules from technology, contracts, and collaboration perspectives, including how firms are using this development to improve efficiency.

12:15-1:45 PM | Anniversary Luncheon and Keynote Speaker
2nd Floor Multipurpose
Guest Speaker: Casey Seiler, Senior Editor for News, Albany Times Union
Our anniversary luncheon will feature the celebration of a number of member firms celebrating milestone anniversaries of continuous practice.

  • 50 Years
    • DeSimone Consulting Engineers
    • Stromecki Engineers, PC
    • Wiss & Company, LLP
  • 75 Years
    • Lochner Engineering, P.C
    • Parsons Corporation
  • 100 Years
    • CohnReznick LLP

Sponsored by L'Abbate, Balkan, Colavita & Contini, L.L.P.


2:00-2:50 PM | CFO/Business Managers Session #3: Increasing Firm Profitability & Value
Capital Room
Presenters: Steve Ronan, Partner | Citrin Cooperman
Paul Ursich, CPA, Partner | Wiss & Co.
This session covers process and procedures for increasing firm profitability as well as specific projects executives should undertake to create more value or prepare a firm for sale.

3:00-3:50 PM | CFO/Business Managers Session #4: Corporate Culture: Getting Employees to Think (and Act) Like Owners
Capital Room
Presenters: Robert Brewer, CPA, CCIFP, Partner | Grassi & Co.
Brett Gough, Senior Vice President/Partner | Ames & Gough
This session covers three main problems affecting employee motivation, behavior, and performance and will present five ways to transform staff mindset and behavior (your culture) and help them take ownership of the firm’s success.

4:00-4:50 PM | CFO/Business Managers Session #5: Commercial Banking: Credit Underwriting Considerations for Design Firms
Capital Room
Presenters: Anthony Wilkens, Senior Vice President, Relationship Manager | Santander Bank, N.A.
Daniel Clarke, Senior Vice President, NYC Commercial Banking | Wells Fargo Bank, N.A.
Ed Nallan, Loan Supervisor | Wells Fargo Bank, N.A. Regional Commercial Banking
This session will cover underwriting considerations for engineering, architecture, and other professional service firms.