Discussion: View Thread

May Lunch Meeting: Preparing Financials for Sureties and Banks: A Panel Discussion

  • 1.  May Lunch Meeting: Preparing Financials for Sureties and Banks: A Panel Discussion

    Posted 05-05-2014 14:00

    May Lunch Meeting: Preparing Financials for Sureties and Banks: A Panel Discussion

    Thursday, May 22, 2014 (12:00 PM - 1:30 PM)

    Marriott, Rancho Cordova • 11211 Point East Dr., Rancho Cordova, CA 95742

    Go to the Event Page to Register Now 


    TO BE DISCUSSED:

    What financial information do sureties and banks really need from your construction business? Join us for this panel discussion to find out! Our experts will answer your questions about current surety and banking concerns, and share their advice for improving your financial reporting, insurance rates and bonding capacity. This workshop is geared toward owners, business development personnel, CFMs and other industry professionals, such as safety officers, project managers, superintendents and engineers. Discover what you need to know about financial statements, cash flow, contracts and other surety and bank-related considerations.

     

    • An overview of today's banking & surety concerns

    • Financial reporting do's and don'ts

    • Creditable communications between the office and field

    • The importance of bank & surety relationship building

    • Cash flow, projections, forecasting & contract reviews

    • Know your assets (FMV, depreciation, discounts)

    • Know your covenants - and when you might breach them

    • Qualitative considerations when choosing a bank or surety

    • Buy/Sell agreements & family ownership transitions

     

    FEATURED PANELISTS:

    Todd Lewis, Chief Financial Officer (CFO)

    Tricorp Hearn Construction

    www.tricorphearn.com

     

    Noli Snobar, Audit Partner

    Brown Fink Boyce & Astle, LLP

    www.bfba.com

     

    Jim Walden, Principal

    Walden Consulting, LLC

    www.cfo2biz.com

     

    Jason Hartmann, Senior Vice President

    Five Star Bank

    www.fivestarbank.com

     

    Kurt Schmal, Managing Director

    Travelers Bond / Travelers Insurance

    www.travelers.com

     

     

    LUNCH WILL BE SERVED: Chicken Toscana

    Chicken prepared with spinach, white wine, artichoke hearts and mushrooms, served with rice pilaf and fresh seasonal vegetables.

     

     

    Download the Flyer

     

    Pricing Information

    Member

    Regular

    Late

    Registration

    $50.00

    $60.00

    NonMember

    Regular

    Late

    Registration

    $60.00

    $70.00

    Location

    Marriott Hotel - Rancho 
    11211 Point East Dr.
    Rancho Cordova, CA 95742 

    Contact

    Eilleen Dancel

    916-251-4706

    eilleen.dancel@dbrownmanagement.com