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
| Member | Regular | Late |
| Registration | $50.00 | $60.00 |
| NonMember | Regular | Late |
| Registration | $60.00 | $70.00 |
Marriott Hotel - Rancho
11211 Point East Dr.
Rancho Cordova, CA 95742
Eilleen Dancel
916-251-4706
eilleen.dancel@dbrownmanagement.com