Ohio Valley Construction Conference

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If you need a sleeping room the evening before the conference you can click here to book a room on line or contact the The Seelbach directly at 502-585-3200 and provide block code KYC to get the KyCPA room rate of $199. 

The Ohio Valley Construction Conference will provide insightful information to help keep members up to date on current topics in the areas of finance, technology, risk management, human resources and leadership development.

Click here for a printable registration form.


The conference will comprise members of the Louisville, Indianapolis, Evansville, and Lexington CFMA chapters and the Kentucky Society of CPAs. This event will provide two days packed with education and networking opportunities for construction industry financial leaders to discuss the issues they face on a daily basis.

To receive the CFMA member discount, please call 502-266-5272.



Thursday, Oct 24th

8:10AM TO 9:25AM / General Sessions

Gregg Schoppman, Principal, FMI Corporation

You have worked hard over the years to build a successful company and strong business. You have also hired some very talented people to manage projects and provide technical expertise. However, while talented these people may or may not have the business acumen to manage the financial marketing and human capital elements that are critical to run a complex construction enterprise. The most successful managers of the future will have developed strong management, leadership and business skills in order to grow their companies profitably. What other considerations should the leadership of today know to ensure the long-term continuity of the business tomorrow?

  • Position your future leaders as interdependent members of the management team.
  • Instill a commitment to pro-actively lead and manage all elements of your human capital to get the most utilization of your organization's resources.
  • Establish a culture of management succession at all critical positions pro-actively.

9:25AM TO 10:15AM / General Sessions

This will be a Federal Tax Update for current legislation impacting contractors.

10:30AM TO 11:45AM / General Sessions

Jason Aberli, Controller, Buffalo Construction Inc

12:35PM TO 1:25PM / General Sessions

Chris Coffman, Attorney, Frost Brown Todd LLC

Stephen Lukinovich, Partner, MCM CPAs & Advisors LLP

This session will offer an overview of the federal qualified opportunity zone tax incentives, including discussion of recent administrative and regulatory guidance issued by the IRS Treasury. Additionally, the session will address hypothetical opportunity fund and opportunity zone business investments.

Learning Objectives:

  1. General understanding of the federal opportunity zone tax incentives.
  2. General understanding of the tax benefits and regulatory requirements related to such benefits.
  3. General understanding of opportunity fund and opportunity zone business investments.

1:25PM TO 2:15PM / General Sessions

Keith Prather, Managing Director & Partner, Armada Corporate Intelligence

Businesses face many uncertainties going into any election year, and this year could prove to be one of the most volatile. We'll explore the economic landscape for 2020; focusing on the risks and potential upsides we can expect. Specifically, we'll cover trends and items important to the construction sector. 

2:25PM TO 3:15PM / General Sessions

Michael Grim, Partner/Attorney, MCM CPAs & Advisors LLP

He will be discussing the overview of sales tax application to the construction industry.

After this session, attendees will have a better understanding of sales/use tax implications when engaged in various construction-related activities.

3:15PM TO 4:05PM / General Sessions

Gui Cozzi, Information Security Officer, Dean Dorton PLLC

This presentation will be an update on the latest trends and threats in cybersecurity.  After reviewing recent incidents and breaches, we will walk through the critical aspects of a comprehensive cybersecurity program.  We will discuss how a properly designed and implemented cybersecurity program can help mitigate your cyber risks. 

Learning objectives:

1. Knowledge of current cyber threats and techniques
2. How to build and maintain an effective cybersecurity program
3. Understanding of key controls that can mitigate current cyber threats

4:05PM TO 4:55PM / General Sessions

Ryan Jordan, General Manager, Churchill Downs Inc

Ryan will discuss various facets of prior construction projects at the racetrack, such as the new Starting Gate Suites, parking lot renovation, 2017 Clubhouse Concession renovation, Winner's Circle and Courtyard Suites.

Learning Objective: How to plan and overcome construction obstacles, budgetary issues, neighborhood perceived impact, scheduling constraints, etc.

Friday, Oct 25th

8:10AM TO 9:25AM / General Sessions

Jeff Sample, Construction Tech Thought-Leader, JB Knowledge


IT Infrastructure is the foundation for implementing technologies across your organization. The increasing number of infrastructure services available have created an environment where businesses of all sizes can compete on a level playing field. Allow the Ironman of IT to prepare you with the crucial conversations for successfully integrating BIM, IoT, AR/VR, Reality Capture, Business Intelligence and more emerging technologies at your construction company! Learn some of the innovations helping construction companies scale the growing demands of their employees, clients and projects while maintaining business agility in the changing landscape of technology. <o:p></o:p>


9:25AM TO 9:50AM / General Sessions

Stuart Binstock, President & CEO, Construction Financial Management Association

Overview of recent CFMA activities.

10:00AM TO 11:15AM / General Sessions

Chad Bachmann, ERMCO Inc

Steve George, General Manager & CFO, Baumgartner & Company Asphalt Services

Chris Hirschfeld, Director of Valuation Services, Somerset CPAs and Advisors

Brian Muncy, Somerset CPAs and Advisors

Dave Van Ness, ESOP Relationship Manager, Horizon Trust & Investment Management

Chris Westendorf, Surety Underwriting Director, CNA Surety

This panel discussion includes both ESOP advisors and executives of construction companies who have recently implemented an ESOP.This session will provide an inside look at ESOPs, discuss the benefits and challenges to this strategy, including special consideration for companies in the construction industry.

11:15AM TO 12:05PM / General Sessions

Bryan Callahan, Partner, BKD LLP

It is estimated the average company loses 5 percent of its annual revenue to fraud, according to the Association of Certified Fraud Examiners 2018 Report to the Nation on Occupational Fraud and Abuse. This session is designed to update you on current trends related to fraud and ways your company can try to mitigate fraud risk.

Learning Objectives:

Describe recent fraud trends in general and in construction.
Summarize real life examples of fraud in construction and how those could be prevented.
Acquire a general understanding of forensic data analytics
Understand common challenges in utilizing data analytics and how to overcome.

1:00PM TO 2:15PM / General Sessions

Jennifer Miloszewski, Director, Blue & Co LLC

The time is now: for privately-held calendar year-end companies, 2019 is the year of implementation for the new revenue recognition rules, and 2020 is the year in which the new lease accounting rules must be applied. While there has been much discussion about these standards, we will take a practical look at the effects the standards will have on contractors’ financial statements, and will discuss what factors management should consider throughout the implementation process.

2:30PM TO 3:20PM / General Sessions

Greg Epley, Self Defense Instructor, C.O.B.R.A. Self Defense Kentucky

According to F.B.I. statistics, 45% of all Active Shooter Situations happen in the workplace. There have been fifteen workplace shootings in the last two years. The average response time to a 911 call is five to seven minutes. The average Active Shooter Event is over in three. The truth is, law enforcement can’t save you, a no weapons allowed sign can’t save you and rules and policies can’t save you. Only you can save you and without training, the odds are against you. This session will include the four types of shooters and their plans, what a shooter needs to succeed, employee threat assessment and most importantly, how to survive an Active Shooter Situation.

Register Now

Review and choose your sessions and options above.

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


16 CPE Credits
A&A: 2 Credits General: 12 Credits Tax: 2 Credits


Member Price:
$350 $375
Non-member Price:
$350 $375
    Register by October 10th for Early Bird Pricing.

    Registration is open through 10/23.

    Thursday, October 24th

    8:00am to 5:00pm
    (Check-In 7:30am)

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    Seelbach Hilton

    500 S. Fourth Street
    Louisville, KY 40202

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