Sponsors: Bentley Systems Greyling Deltek Savills Studley CareerSMITH CTA Advisors BST Global ARC Doc. Solutions Lockton Unanet www.efcg.com 17th Annual
EFCG CFO CONFERENCE
for Engineering and Consulting Firms
Thurs., April 20
11:00 – 5:15 pm
Sponsor Workshops (Penn Club, 30 West 44th St., 10th Fl.) See last page
5:30 – 9:00 pm
Cocktail and Dinner Reception (New York Yacht Club, 37 West 44th St.)
Friday, April 21
7:30 – 8:00 am
Breakfast Reception (and most subsequent panels in Harvard Hall) (27 West 44th St., 1st Fl.)
8:00 – 10:00 am
INDUSTRY OVERVIEW & KEY ISSUES:
Andrej Avelini, Managing Director & Paul Zofnass, President, EFCG
Sponsor: Eric Fletcher, VP Project Delivery Americas, Bentley Systems
10:00 – 10:15 am
Break
10:15 – 11:45 am
PANEL 1: CFO LEADERS ROUNDTABLE
Moderator: Andrej Avelini, Managing Director, EFCG
Sponsors: Javier Baldor, EVP, BST Global; Michael Colacino, President, Savills Studley
Perspectives on key issues/trends facing the e/c industry from leading CFOs of firms with a variety of
sizes, ownerships, geographies, and market sectors.
Topics: What does 2017 look like? What are the key issues/trends you are dealing with and how are you
dealing with them? How is the new presidential administration impacting your business and have you
done anything different to adjust? From your perspective, what are the top reasons that expected
project profitability is not achieved? What incentives does your firm use to drive performance? How has
that changed with new generations? How has the CFO’s role evolved in your firm? What is the biggest
risk facing your firm today, and five years from now? What’s the biggest point of contention with your
CEO?
Panelists:
Bruno Roy
Jan Bouten
Galen Meysenburg
Alan Jennat
Chuck Kemp
Craig Denson
Ash Wason
Marc Armstrong
Thibaut de Ladoucette
Lee Anne Lackey
CFO
CFO
CFO
CFO
CFO
Treasurer
CFO
Deputy CFO
CFO
CFO
WSP
Arcadis, US
HDR
Arup, US
Power
HNTB
Carollo
GHD
Egis
Golder
12:00 – 1:00 pm
Lunch (3rd Fl., North & Biddle Rooms)
“EFCG’s CFO OF THE YEAR” PRESENTATION – Tom Bennet, TRC
Sponsor: Sean O’Connell, Sr. Director, Deltek
1:15 – 2:45 pm
PANEL 2: M&A / VALUATIONS / CAPITAL MARKETS (Harvard Hall)
Moderator: Paul Zofnass, President, EFCG
Sponsor: Gregg Bundschuh, Ptn., Greyling
Topics: What are the current M&A valuations? Public market valuations? What are the drivers behind
the current ebullient M&A market? How long do you expect this level of activity to continue?
Significance of the just announced TRC and Atkins pending transactions? What are the most important
factors you consider when acquiring? What do sellers tell you are the key reasons they chose to join
your firm? M&A success/failure factors? Integration Issues: culture, how to capture expected revenue
and cost synergies, retention mechanism. Do you expect to continue to see “mega deals”? Will we see
more “stock-for-stock” mergers? Why is there so much private equity interest in our industry and
what’s the impact? What are the various internal stock valuation methodologies & trends? M&A
process alternatives for potential buyers and sellers.
Panelists:
Mg. Director EFCG
Andrej Avelini
Jacobs
SVP, M&A
Jeff Goldfarb
Ramboll
CFO
Michael Rosenvold
Atkins
CFO, N.A.
David Quinn
NV5
CFO
Mike Rama
TRC
SVP, M&A
Jim Stephenson
CHA
CFO
Dom Bernardo
2:45 – 3:00 pm
Break
3:00 – 4:00 pm
PANEL 3: HOW LEADING CFOs HAVE DEALT WITH CHALLENGES
Moderator: Josh Lahre, Vice President, EFCG
Sponsor: Tony Bolliger, COO, CareerSmith
Some of our best CFOs speaking on challenges they have had to deal with during their careers. They
may choose either a specific situation; several situations; some key lessons they have learned in the
CFO position; a list of “to do’s” and “don’t do’s”; or just some thoughts they would like to share.
Panelists:
Mike Wood
CFO
Ensafe
Bruce Altstaetter
CFO
S&ME
Tom Reorda
CFO, Water
Black & Veatch
Simultaneous Breakouts: (Note Locations)
4:05 – 5:00 pm
PANEL 4: INTERACTION / QUESTIONS WITH CFOs & EFCG (Harvard Hall)
A group discussion on topics chosen by the audience. Come ask questions on topics that were either not
previously discussed, or covered in the depth you desired. This is an opportunity to get ideas and
thoughts on the key issues you are most concerned about from your peers and EFCG members.
Panelists:
CFO
Otak
Dave Johnson
CFO
McKim & Creed
Chris Nelson
CFO
Morrison Hershfield
David Pavey
EFCG TEAM
4:05 – 5:00 pm
PANEL 5: RISK MANAGEMENT / ALTERNATIVE DELIVERY (President’s Rm.)
Moderator: Gregg Bundschuh, Ptn. Greyling
Topics: How long has your form provided alternative delivery? What are the main drivers behind your
firm’s decision to provide them? How does this differentiate your firm from peers? How do you deal
with higher risk in alternative delivery? What lessons have your learned along the way? How does this
impact your role as CFO?
Panelists:
Tom Reorda
CFO, Water
Black & Veatch
Alissa Schuessler
Controller
Burns & McDonnell
5:00 – 6:00 pm
Cocktail Reception (3rd Floor, West Rm. II)
EFCG’s CFO SPONSOR WORKSHOPS THURSDAY, April 20th Penn Club of NY (30 W 44th St.) 11:00 – 11:20 LIGHT LUNCH 11:20 – 12:05 CTA: Corporate Tax Advisors Speaker: Kreig Mitchell, Tax Attorney Negotiating Contracts to Maximize Research Credits? Now that the R&D credit is permanent, how can AEC firms structure their contracts in future years to ensure the financial risk standards are met? 12:10 – 12:55 Savills Studley – Commercial Real Estate Speaker: Heidi Learner, Chief Economist "Current Economic Trends and Their Impact on Commercial Real Estate.” How is the current macro and political landscape affecting commercial real estate and in turn, A/E/C firms? What could legislative changes mean for the industry as a whole? We will explore the impact of potential policy changes on you and your business. 1:00 – 1:45 Greyling Insurance Speakers: Gregg Bundschuh J.D., Dave Collings, Charlie Geer, Bob Staed, J.D. Managing Litigation to Contain Costs and Build Predictability About Legal Spend: Best Practices for Engineers Effective litigation management is the ongoing process of trying to obtain a cost‐efficient and favorable outcome. These seemingly simple objectives are often difficult to achieve. This session outlines successful and practical approaches to litigation management for engineers from the perspectives of an insurance broker, general counsel and claims manager. 1:50 – 2:35 Lockton Companies – Insurance Speakers: Kevin Holland, Account Executive; Scott Fillmore, SVP Global Travel Risk: Coordinating HR and Risk for Effective Emergency Response Global firms have large numbers of associates traveling globally on business and expatriate or seconded associates working outside of their home countries. Political, natural and medical emergencies make it necessary for firms to have a clear medical, evacuation and communication plan for all associates traveling abroad. We will bring some ideas on how to consolidate the various vendors providing emergency services to reduce confusion and maximize responsiveness. 2:35 – 2:50 Afternoon Break 2:50 – 3:35 BST – Software Speaker: Javier Baldor, EVP; Brian Furr, Director Strategic Account Development The Path to Disruption In the world of business, it is disrupt or be disrupted. Or is it? Javier Baldor, EVP removes the ambiguity around one of the biggest buzzwords of the moment and outlines how you can prepare your firm to disrupt from within. 3:40 – 4:25 BENTLEY – Software Speakers: John Riddle, SVP Global Accounts; Eric Fletcher, VP Project Delivery Americas Going Digital in the 21st Century The digital transformation is well under way for AEC firms. Do you have a defined strategy to maximize ROI and mitigate risk while enhancing your project delivery methodologies for your clients? What are the possibilities? 4:30 – 5:15 DELTEK – Software Speaker: Megan Miller, Project Marketing Manager Getting the Most out of Benchmarks Benchmarks are often used in the industry to see how you measure up, but are you getting the most out of benchmarking? During this session, you’ll get a sneak peek at some of the top metrics from the upcoming Deltek Clarity Industry Report and learn more about how you can make the most of benchmarking for your firm. th
5:30 pm Cocktail Reception & Dinner, New York Yacht Club (37 W 44 St.) EFCG CFO Conference 2017
E/C Firm Participants
Attendee Name
Company Name
Title
Abbamonto Olie
Moffatt & Nichol
Chief Financial Officer
Adams G. Warren
Carollo Engineers
Consultant
Althouse Brian
R.V. Anderson Associates
VP, Finance
Altstaetter Bruce
S&ME
Chief Financial Officer
Armstrong Marc
GHD
Deputy CFO
Belitz Bob
Tighe & Bond
Chief Financial Officer
Bennet Thomas W.
TRC Companies
Chief Financial Officer
Bernardo Dom
CHA
Chief Financial Officer
Bleam Jody
LTK Engineering
Chief Financial Officer
Bohr Andrea
Wantman Group
Chief Financial Officer
Bouten Jan
Arcadis, U.S.
Chief Financial Officer
Butcher Thomas W.
STV
Chief Financial Officer
Caballero Josecir
CMA Architects and Engineers
Accounting Director
Campbell Terry
HNTB
Chief Financial Officer
Cannon Shawn
Strand Associates
Chief Financial Officer
Collins Matthew
MBP (McDonough Bolyard Peck)
Chief Financial Officer
Courtade Joe
Mueser Rutledge Consulting Engineers
Finance Director
Crayon William
Hazen and Sawyer
Chief Financial Officer
Cuisinot Albert
ESA (Environmental Science Associates)
Chief Financial Officer
Curatolo Louis
SH Group
Chief Financial Officer
Czekaj Ed
EN Engineering
Chief Financial Officer
Damasceno Luis
Bureau Veritas
Chief Financial Officer
Dankese Robert
Howard/Stein-Hudson Associates
Chief Financial Officer
Dase Melissa
Enercon Services
Controller
Davis Bo
Integrated Science & Engineering
Controller
de Ladoucette Thibaut
EGIS
Chief Financial Officer
Dean David
ESP Associates
Chief Financial Officer
Denson Craig
HNTB
Treasurer
Dentici Michael
T&M Associates
Chief Financial Officer
Dezorme Olivier
SYSTRA Group
Director of Finance
Dye Carsen Jade
North Wind Group
Deputy CFO
Eburn Judith
GEI Consultants
Controller
Engelke Travis
Surveying And Mapping, LLC (SAM)
Chief Financial Officer
Fahey Enda
GZA GeoEnvironmental
Controller
Hosted by EFCG: www.efcg.com; 18 E 48th Street, 18th Floor,
New York, NY 10017; Tel: (212) 752 2203; Fax: (212) 752 3080
Attendee Name
Company Name
Title
Fischer Kenneth M.
Tata & Howard
Chief Financial Officer
Fox J. Kevin
Wastren Advantage (WAI)
Chief Financial Officer
Freedman David
Robert A.M. Stern Architects
Chief Financial Officer
Goldfarb Jeffrey
Jacobs
Senior Vice President
Graves Holt
RS&H
Chief Financial Officer
Halbert Chip
Landau Associates
Chief Financial Officer
Harper Bill
Stanley Consultants
Chief Financial Officer
Haynes James
POWER Engineers
Chief Administrative Officer
Heid Joshua
Woolpert
Chief Financial Officer
Heim Thomas G.
PS&S
Chief Financial Officer
Helbert Bryan C.
Raba-Kistner
Chief Financial Officer
Horton Chris
Harrison French & Associates
Chief Financial Officer
Jackson John
Vanasse Hangen Brustlin
Chief Financial Officer
Jang Curtis
SCS Engineers
Chief Financial Officer
Jennat Alan
Arup
Chief Financial Officer
Johnson David S.
Otak
Chief Financial Officer
Jooste Johannes
Parsons Corporation
SVP, Finance
Kanold Jesper
BCC Engineering
Chief Operating Officer
Keim Jo Ellen
Hanson Professional Services
Chief Financial Officer
Keltner Christine
RMC Water & Environment
Director of Finance
Kemp Chuck
POWER Engineers
Chief Financial Officer
Kopet Tyler
Cascade Drilling-Technical Services
Chief Financial Officer
Koski Christine Y.
KCI Technologies
Chief Financial Officer
Kraekel William P.
Langan
Chief Financial Officer
Kuryk David
Associated Engineering
Chief Financial Officer
Laino Vince
Weston Solutions
Chief Financial Officer
Lesterhuis Pieter L.
Lochner
Chief Financial Officer
Longan Olga
Core States Group
Chief Financial Officer
Lucki Mike
Lucki Advisors
President
Maag Steven
Ulteig
Chief Financial Officer
Macy Mary H.
Roux Associates
Chief Financial Officer
Meysenburg Galen J.
HDR
Chief Financial Officer
Morrison Robb
BRPH Companies
VP, Finance
Mullins Marty
Simpson Gumpertz & Heger
Chief Financial Officer
Nelson Chris
McKim & Creed
Chief Financial Officer
Nerheim Stephen
Build Group
Chief Financial Officer
Ney Peter
EA Engineering, Science and Technology
Chief Financial Officer
Hosted by EFCG: www.efcg.com; 18 E 48th Street, 18th Floor,
New York, NY 10017; Tel: (212) 752 2203; Fax: (212) 752 3080
Attendee Name
Company Name
Title
Osterland Julie
Project Time & Cost
Chief Financial Officer
Paradise Steven
Westwood Professional Services
Chief Financial Officer
Pavey David J.
Morrison Hershfield
Chief Financial Officer
Penney Cherylyn
Haley & Aldrich
Manager, Finance
Phillips Bart B.
PBS Engineering & Environmental
Chief Financial Officer
Priddy Timothy Lee
SSR Engineers
Chief Financial Officer
Quinn David
Atkins
Chief Financial Officer, N.A.
Rajadhyaksha Shyam
DLZ Corporation
Chief Financial Officer
Rama Michael
NV5
Chief Financial Officer
Remick David
Woodard & Curran
Chief Financial Officer
Reorda Thomas
Black & Veatch
Chief Financial Officer, Water
Rodli Ron
Harris Group
Chief Financial Officer
Rodriguez Jon A.
Anchor QEA
Chief Financial Officer
Rorem Carrie G.
GeoEngineers
Chief Financial Officer
Rosenvold Michael
Ramboll Group
Chief Financial Officer
Ross Marian
Vali Cooper & Associates
Chief Financial Officer
Ross James E.
Wilson & Company
Chief Financial Officer
Roy Bruno
WSP Global
Chief Financial Officer
Schuessler Alissa
Burns & McDonnell Engineering
Controller
Scoville Scott
American Structurepoint
Chief Financial Officer
Sheridan Patrick
WSP Parsons Brinckerhoff
Chief Financial Officer-Americas
Sherrill Kendall H
Amec Foster Wheeler
Chief Financial Officer, E&I
Slappey Bradford A.
Haskell Company
Chief Financial Officer
Sloane Tobin
Ware Malcomb
Chief Financial Officer
Smith Gregory C.
H2M architects + engineers
Chief Financial Officer
Sokolow Loren
Psomas
Chief Financial Officer
Soose Harry
Civil & Environmental Consultants
Chief Financial Officer
Stephenson James B.
TRC Companies
Senior Vice President
Thomas Mike
Devenney Group
Chief Financial Officer
Trost Brad
North Wind Group
Chief Financial Officer
Vrana Donald J.
Terracon Consultants
Chief Financial Officer
Wason Ash
Carollo Engineers
Chief Financial Officer
Weems Lindsey
Hargrove Engineers + Constructors
Chief Financial Officer
Willick Erica
Dillon Consulting
Chief Financial Officer
Wood Michael A.
EnSafe
Chief Financial Officer
Hosted by EFCG: www.efcg.com; 18 E 48th Street, 18th Floor,
New York, NY 10017; Tel: (212) 752 2203; Fax: (212) 752 3080