Winter Conference 2020: 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.)

ACEC New York is offering concurrent sessions on Monday, January 27 to CFOs and Business Managers of a/e/c firms. Speakers and details will be added as confirmed; schedule subject to change. 3 CPE credits (pending).

Sunday, January 26

1:00-8:00 PM | Registration

5:00-6:30 PM |  CFO Opening Session: Succession & Millennials: Strategies & Considerations for an Evolving Workforce
Capital Room
This program will be a panel discussion.
Moderator: Bob Banner | Ingram Yuzek Gainen Carroll + Bertolotti LLP
Panelists: Sheila Di Gasper, Partner, Corporate & Business | Ingram Yuzek Gainen Carroll + Bertolotti LLP
Phillip Ross | Anchin, Block & Anchin LLP
Paul Gevertzman, Tax Partner | Anchin, Block & Anchin LLP

Brian Kenet, Senior Business Advisor | Anchin, Block & Anchin LLP

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

7:30-9:45 PM | Welcome Dinner
2nd Floor Multipurpose
Guest Speaker: Ted Gerber, President | Addison Resources Group
Developing Organizational Talent Through Executive Coaching
As an organizational development consultant, executive coach, trainer and team facilitator since 1989, Ted Gerber has worked with organizations in the United States, Europe, Africa, Canada and Latin America. Ted’s unique skills are based on over thirty years of experience as an executive, consultant, trainer, mediator and coach.  This has enabled him to assist executives to be more effective leaders by increasing their ability to negotiate, manage conflict and influence others more effectively.

During the dinner, ACEC New York will also recognize a number of 2019 scholarship recipients.
1.0 CPE Credit (Pending)

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


Monday, January 27

7:00AM-5:00 PM | Registration

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

9:15-10:00 AM | Opening Keynote Address
2nd Floor Multipurpose
Guest Speaker: Guest Speaker: Charles Dougherty, Vice President and Economist | Wells Fargo Securities, LLC

8:00-9:00 AM | CFO/Business Managers Session #1: Recruitment, Retention & Retirement: Innovations in Total Rewards Programs

Capital Room
This program will be a panel discussion.
Panelists: Joshua Anderson, AIF, Financial Advisor | Workplace Retirement Group of Raymond James
Lydia R. Zabrycki, Director | ACEC RT Education
Erin Turley, Partner | McDermott, Will & Emery

10:00-10:20 AM | Coffee Break with Exhibitors
1st Floor Exhibit Hall

10:20 AM-11:10 AM | CFO/Business Managers Session #2: Mergers & Acquisitions: Year in Review & 2020 Outlook
Capital Room
Presenter: Steve Gido | ROG + Partners, LLC

11:10-12:00 PM | CFO/Business Managers Session #3: What CFOs need to know from their IT Teams
Capital Room
Presenters: John DiCamillo, CIO | ARUP
Sean Williams, CISA, Director Technology and Risk Advisory Consulting | Citrin Cooperman
Jim Dray, Associate Principal & Chief Information Officer | Thornton Tomasetti
1.0 CPE (pending)

12:05-1:45 PM | Anniversary Luncheon and Keynote Speaker
2nd Floor Multipurpose
Guest Speaker: Mark McKinnon, Creator, Executive Producer, Co-host of Showtime’s The Circus; Co-founder of the Bipartisan Group No Labels; Former Chief Media Advisor to George W. Bush and John McCain

Mark McKinnon is a political advisor, reform advocate, media columnist and television producer. He is the creator, executive producer and co-host of Showtime’s real-time documentary series of the 2016 election and the Trump presidency, The Circus: Inside the Greatest Political Show on Earth, the highest rated unscripted program ever on Showtime. He was the chief media advisor to five successful presidential primary and general election campaigns, and is co-founder of No Labels, an organization dedicated to bipartisanship, civil dialogue and political problem solving.
Our anniversary luncheon will feature the celebration of a number of member firms celebrating milestone anniversaries of continuous practice:

  • 50 Years

    • BCA Architects & Engineers
    • Concessi Engineering, P.C.
    • GEI Consultants, Inc., P.C.
    • Langan Engineering, Environmental, Surveying, Landscape Architecture and Geology, DPC
  • 75 Years
    • Moffatt & Nichol
    • Ramboll

    1:50-2:40 PM | CFO/Business Managers Session #4: Project Manager Performance Scorecard
    Capital Room
    This session will cover measuring PM performance with key financial metrics.
    Presenter: Bruce Latman, Consulting Manager | Grassi & Co., CPAs
    1.0 CPE (pending)

    2:40-3:30 PM | CFO/Business Managers Session #5: Risk Management
    Capital Room
    This session will be a panel discussion.

    Panelists: Elizabeth Riopel, Account Executive | Petty Burton Associates - A Division of William H. Connolly & Co., LLC
    Kent W. Collier, J.D., CRIS, LEED AP BD+C | Greyling Insurance Brokerage, a division of EPIC

    3:30-3:45 PM | Coffee Break with Exhibitors
    1st Floor Exhibit Hall

    3:45-4:45 PM | Joint HR/CFO Session: Talent Management

    Moderator: Katherine Metcalfe, Chief Culture Officer | CPL
    Dan Ritchie, Learning & Development Manager | H2M

    Jennifer Graney, Partner | Consiliarium Group
    Todd Liebert, CEO | CPL

    Scott Lockwood, CPA, Chief Financial Officer / Chief Administrative Officer, Corporate Accounting | Bergmann Associates