CFMA 2020 Benchmarking Results and Best Practices

When:  May 6, 2021 from 11:00 AM to 12:00 PM (ET)
Associated with  Mass, Boston, MA

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Presented by Joe Burkett and Linda Roberts

This 60-minute session will discuss key trends and divergent findings from the 2020 Financial Benchmarker with aggregate results of more than 1,450 construction companies. This session will cover key leverage, efficiency, liquidity and profitability ratios. Discover the KPIs most relevant to contractors, and learn how this data impacts your operations and overall company. Learn how the Financial Benchmarker’s suite of products can improve your company’s financial forecasting.

Learning Objectives

  • Identify the industry's key ratios and how they are related to a company's financial performance.
  • Learn how CFMA's Financial Benchmarker can benefit your company or construction client.
  • Develop a plan to use the benchmarker’s metrics as part of your company or client’s annual review.

Presenters:




Joe Burkett, CCIFP

Chief Financial Officer
Cafco Construction Management LLC  
 
Joe is the Chief Financial Officer of Cafco Construction Management LLC, and has more than 30 years of experience in construction financial management.  Cafco is a ‘small’ company with 35 employees, and Joe is responsible for managing not only the Accounting and Finance function, but contract/legal matters as well as the HR and IT functions.  Joe has a BS in Accounting from Babson College.
Joe has been a member of the Massachusetts chapter of CFMA since 1991 and served in all officer roles at the chapter level.  Joe has served nationally on the Leadership Committee, served on and chaired the Conference Planning Committee, the Education Steering Committee, Finance Committee, and the Investment Committee, and was a member of the CEO Search Committee.  Joe was selected to receive the Joe Quigley Award in 2006, and the Debra Hahn Award in 2018.  He also served for three years on the Executive Committee, as well as National Treasurer, Vice Chair, and is a Past National Chairman.
 
 

Linda Roberts
CPA, CCIFP, Prosci(r) CCP | Principal
Berry Dunn

 
Linda has been involved in CFMA since 2007.  Linda serves the Maine Chapter as an officer and past committee member and the MA Chapter as a past Scholarship Committee member. Linda also currently serves CFMA National as a member of the Emerging Issues Committee and was a member of ICCIFP's Application and Eligibility Committee. She joined BerryDunn in 1988 and earned her CCIFP credential in 2010. Linda's love for the construction industry helped guide her all the way through her career at BerryDunn and she now serves as the firm's Construction Practice Leader. "As a CPA serving construction clients, I highly value the network formed and the access CFMA provides as a member not only to construction companies' finance professionals but also to sureties, bonding agents, lenders, software representatives and others also serving the industry. I absorb insights in CFMA meeting happy hours and education programs that readily translate to relevant and valued guidance I share with my clients and their stakeholders and my colleagues." Linda has been a regular speaker at NH and Maine Chapters' accounting and reporting updates and other programs.


CPE Credits:
1.0 CPE credit in the field of Management Services

CPE.png
The Construction Financial Management Association (CFMA) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/

Location

Online Instructions:
Url: http://cafe.cfma.org/massbostonma/home
Login: A link for the webinar will be sent to those registered the day prior.

Pricing Information

Registration Price
CFMA-Member $0.00
Non-CFMA-Member $25.00

Contact

Greg Steele
(857) 322-4732
gsteele@constructionriskpartners.com