2017 San Antonio construction industry conference and revenue recognition workshop

Wednesday, Nov. 15, 2017
1:30‒6 p.m. CST

Thursday, Nov. 16, 2017
8 a.m.‒6 p.m. CST

Mark your calendar for RSM's annual construction industry conference in San Antonio on Thursday, Nov. 16, 2017. Join construction industry professionals from around the state for the full-day event to explore the challenges, opportunities and trends facing the industry today.

Also, join us for a bonus revenue recognition workshop on Wednesday, Nov. 15, 2017, to get in-depth insights into the significant changes that ASC 606 will have for the construction industry and how it will affect your company, details on implementing the adoption process, and real-world examples of implementation.

Eilan Hotel & Spa
18603 La Cantera Terrace
San Antonio, TX 78256

Who should attend?
Construction industry executives, controllers, tax executives, finance professionals and business leaders


Wednesday, Nov. 15
1:30–2 p.m. Registration and welcome
2–2:45 p.m. Overview of the new revenue recognition rules
An in-depth look at how the new rules will affect the construction industry
2:45–3 p.m. Break
3–3:45 p.m. Revenue recognition case studies
Actively work through examples of how revenue recognition will affect con-tractors
3:45–4 p.m. Break
4–5 p.m. The process of adoption
5–6 p.m. Cocktail reception
Thursday, Nov. 16
8–8:25 a.m. Registration and breakfast
8:25–8:30 a.m. Welcome and RSM update
Cyndi Mergele, RSM US LLP
8:30–10 a.m. Productively paranoid: Protecting your company’s digital assets from the modern threats of 2017
James Benham, CEO, JBKnowledge

In this session, we will:
  • Define the cloud, including current platforms, services and devices
  • Identify the biggest fears of data in the cloud and which ones are justified
  • Explore the Cloud Security Alliance Big 9 Cloud Threats and how they will affect your industry
  • Discuss real case studies of how companies are successfully mitigating cloud threats
  • Learn the technology tools and resources to manage and monitor cloud solutions
10–10:15 a.m. Break
10:15–11:15 a.m. Managing the people problem—Strategies for retaining talent
Cyndi Mergele, Senior Director, RSM US LLP

Companies devote significant time and attention to managing underperforming employees. This often leaves top performers feeling neglected and unappreciated. In these situations, appropriate talent strategies must be utilized in order to prevent un-necessary turnover. In this presentation, we will explore best practices involving:
  • Motivating top performers
  • Strategic retention
  • Stay interviews
11:15 a.m.–12:15 p.m. Values-based leadership
Guy Clumpner, Chief Development Officer, HOLT CAT

An overview of the legacy organizational leadership model HOLT CAT has used in becoming the largest Caterpillar dealer in North America.
12:15–1:30 p.m. Lunch
1:30–2:30 p.m. Capitol Hill update
Don Susswein, Partner, RSM Washington National Tax

At the time of this session, major tax legislation may be "under construction" or still on the drawing board. It may be down to the punch list on a limited number of items, with future renovations or additions deferred to future years. Don Susswein will help you understand where things are and where they may be going.
2:30–3:30 p.m. Geographic expansion: The opportunities and the perils
Randy Stutzman, Managing Director, FMI

Many contractors are wondering whether geographic expansion is a viable option for them. During this session we will explore:
  • Whether your company is ready to expand geographically
  • What are the various expansion strategies and risk levels of each
  • How to make the decision based on facts rather than hunches
  • How to avoid the pitfalls of geographic expansion
3:30–3:45 p.m. Break
3:45–4:45 p.m. How best in class construction companies are maximizing working capital through accounts payable and employee solutions
Wally Wright and Doug Richardson, Bank of America

Learn about the next wave of working capital solutions that top construction companies are adopting to unlock cash flow in this low margin industry. This two-part working capital presentation will focus on win-win solutions for suppliers and buyers, as well as payroll technologies that are creating HR efficiencies with wage disbursement tools.
4:45–6 p.m. Networking mixer and cocktail reception

Learning objectives
By the end of this course, participants will be able to:

  • Identify digital and cybersecurity threats
  • Formulate a plan to overcome them
  • Determine how to retain their top performers
  • Manage the people problem
  • Prepare for the upcoming revenue recognition implementation
  • Develop a plan for the adoption process

$150 for revenue recognition workshop (Nov. 15)
$215 for full-day construction industry conference (Nov. 16)
$200 for full-day conference for association members – ABC, AGC, ASA, CFMA, CTSA, or HCA
$350 for combined revenue recognition workshop and full-day conference (both days)
$335 for combined workshop and full-day conference – association members

You will be redirected to the payment site upon registering.

Substitution and cancellation policy
You may substitute the name of your attendee at any time with no penalty, by contacting the event organizer. All cancellations and refund requests must be received at least five business days in advance of the event. Refunds received after this time will not be granted.

Hotel room information
Guests requiring lodging should contact the hotel directly for reservations at +1 210 598 2900. Reservations can be made online at Refer to the RSM US courtesy room block to receive the discounted room rate of $199 per night, plus tax. To receive the discounted rate, please book before Oct. 16, 2017.

If rooms at The Eilan are unavailable, other nearby hotels include La Cantera Resort, Courtyard by Marriott at The Rim, Hilton Garden Inn at The Rim or Residence Inn by Marriott at The Rim.

Contact Jennifer Van Cleave at +1 210 828 6281.

CPE credit available
RSM US LLP is pleased to offer up to nine CPE credits for attending this event. To qualify, you must sign in at the registration desk.

CPE certificates for eligible participants will be sent to their registered email address within 60 days. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group live
Fields of study: Accounting, Personnel/HR, Taxes | CPE: Up to nine credits