AGENDA

7:00AM - 5:00PM

7:00AM - 8:00AM

Location: Grandover Continental Breakfast

8:00AM - 9:00AM

Presented by: Jonathan Kraftchick, Cherry Bekaert

Session Overview:
The world is changing quickly, and with that, comes people with varied views and values. From being influenced by our coworkers to the ethical impacts of AI, we'll discuss the various definitions of "right" and how common biases can make the gray areas that much grayer. In this presentation, we’ll discuss how ethics is not just about right or wrong, or not doing “bad” things. It's about pausing and paying attention to what's going on around you and becoming more aware of the everyday dilemmas that surround us as accountants.

Learning Objectives:
1. Become aware of the many ethical blindspots
2. Define what ethics is and is not
3. Better understand personal values and how they interact with business ethics

Level: Overview
CPE Credit in Behavioral Ethics

9:00AM - 9:10AM

9:10AM - 10:25AM
(Interactive Session)

Presented by: Todd & Marsha Davis (“The Fun Coaches”)

Session Overview:
This TEAM WORKOUT session offers practical strategies to increase engagement both at and away from work. Research shows that nearly 7 out of 10 employees feel disengaged daily—and many top executives don’t know how to fix it. The U.S. ranks 28th globally in work-life balance and employee quality of life. Based on our experience, about 70% of individuals report feeling somewhat or very out of balance, which greatly affects workplace engagement. Is technology to blame? Poor leadership? Endless emails? There are many factors—but Todd & Marsha will show you how to reenergize your life with more fun on and off the job.

At work, you'll explore simple tools to improve communication through our “TEAM TALK” method. Outside of work, you’ll tackle the “time challenge” and learn how to prioritize fun, volunteering, and personal passions through Park & Recreate.

You will experience interactive table conversations about the session content.

Program Processes:
1. Discover how to inspire the “I” in TEAM so that Together Everyone Achieves More.
2. Learn how to Park & Recreate—making time for yourself to achieve true work-life balance.
3. Explore techniques to build a culture that values engagement and the power of FUN.

Learning Objectives:
1. Learn to balance generational differences and communication styles in meetings.
2. Use Roundtable Team Talk to ensure everyone’s ideas are heard and respected.
3. Understand how to reach group consensus without dominant voices overruling the team.

Level: Overview
CPE Credits TBD

10:25AM - 10:35AM

10:35AM - 11:50AM

Interactive Session Continued.

Level: Overview
CPE Credits TBD

12:00PM - 1:00PM

Sponsored by:

1:15PM - 2:20PM

Presented by: Kevin Dolan, Mullen Coughlin

Session Overview:
This session will focus on current trends in the realm of data privacy and information security, complete with a look at the evolving regulatory landscape in this space along with real-world examples of how these risks can impact your business and practical steps you can take to mitigate against these dangers.

Learning Objectives:
1. Understand how cyberattacks impact the construction industry in particular
2. Identify practical steps you can take to avoid or mitigate against these risks
3. Understand the legal and regulatory implications of cyberattacks

Level: Overview
CPE Credits TBD

2:20PM - 2:45PM

2:45PM - 3:50PM

Panelists:
Andrew Essic, Eric Hargraves, & Bergin Fisniku, Elliott Davis Advisory, LLC

Session Overview:

With the return of Section 301, 232, and IEEPA tariffs, U.S. trade policy is once again shifting under a revived “America First” agenda—raising costs and uncertainty for construction firms reliant on materials like steel, aluminum, and copper. At the same time, the newly enacted One Big Beautiful Bill Act introduces sweeping tax changes, including deductions for overtime and expanded business expensing. This session will break down the latest regulatory developments, assess their impact on the construction industry, and offer practical strategies to manage tax exposure and supply chain risk in a volatile policy environment.

Learning Objectives:

- Understand the key tax provisions of the One Big Beautiful Bill Act and their implications for construction firms, including planning opportunities and anticipated regulatory guidance.

- Gain insight into recently reimposed or proposed tariffs under the Trump administration—particularly Sections 232, 301, and IEEPA—and their impact on construction supply chains, material costs, and project planning.

- Explore practical mitigation strategies such as tariff engineering, duty drawback, and alternate sourcing to manage financial exposure and maintain supply chain resilience.

Level: Overview
CPE Credits TBD

3:50PM - 4:15PM

4:15PM - 5:25PM

Presented by: Matt Godwin & Alex Miller, FMI

Session Overview:
A discussion on the key themes in the U.S. and Southeastern U.S. construction mergers and acquisitions market. FMI will focus on current market conditions, key sectors directing buyer attention, market trends driving transaction activity, interest from strategic and financial buyers’ appetite, and how buyers address valuation. While the focus will be on the M&A market, FMI will also discuss the primary ways construction firms transition ownership.

Learning Objectives:
1. Understanding of current M&A trends, inclusive of how buyers think about acquisitions and factors driving current activity
2. Understanding of the construction sectors attracting strategic and financial buyer interest
3. Understanding of critical valuation components for each construction sector (both from a third-party and internal standpoint)

Level: Overview
CPE Credit TBD

5:30PM - 7:00PM

7:00AM - 8:00AM

8:05AM - 9:15AM

Presented by: S. McKinley Gray III & Justin T. Hill, Ward and Smith, P.A.

Session Overview:
Participants will engage in an interactive case study with diverging fact patterns and will be asked to apply those fact patterns to cutting-edge employment law concepts.

Learning Objectives:
1. Become aware of emerging employment issues in the construction industry.
2. Understand risks associated with taking certain personnel actions in light of recent court cases.
3. Comprehend how nuances in fact patterns may dictate different approaches to dealing with personnel matters.

Level: Overview
CPE Credits TBD

9:20AM - 10:20AM

Presented by: Alex Smith, Forvis Mazars

Session Overview:
This session will explore construction fraud schemes as well as strategies to prevent, detect, and deter fraud. Leveraging industry data and real-world experiences, this session will discuss how the risk environment has changed and discuss the risks that your business face.

Learning Objectives:
1. Explain what fraud is and why it matters
2. Describe how fraud is perpetrated in the construction industry
3. Share real-world experiences of construction fraud

Level: Overview
CPE Credit TBD

10:25AM - 10:45AM

10:45AM - 11:00AM

11:00AM - 12:15PM

Presented by: Anirban Basu, MPP, MA, JD, Ph.D.

Session Overview:
With the presidential and congressional elections of 2024 in the rearview, our eyes turn to 2025.  Has the Federal Reserve engineered a soft landing, or is stagflation on the way?  Can America continue to pace the advanced world, or will expanding indebtedness, policy uncertainty, and over-extended asset values prove our collective undoing?  This presentation focuses on US and regional economic performance with an eye toward discussing emerging risks to what has thus far been an economy that has surprised to the upside.

Learning Objectives:
1. Identify the key challenges facing the U.S. and global economies
2. Identify current and prospective impacts of public policy on the economy
3. Detail sources of future economic risk
4. Characterize the likely pace of economic growth in 2025 and implications for key segments, including real estate, construction, retail, and travel

Level: Overview
CPE Credit in Economics

12:15PM