This in-person seminar was held in May, 2024  
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See below for details including seminar content, CPE, reviews, etc.

Presenters | Learning Objectives | CPE | Networking | Accommodations/Venue | Fee

This 2-day interactive Best Practices Roundtable Workshop is for the experienced Owner construction management professional and/or experienced construction audit professional who is looking to gain additional insight from other accomplished professionals.

We will be exploring the pros and cons of different construction contract language concepts, procurement approaches, project cost controls, and construction audit techniques. Learning points will be provided with examples.

During this event, workshop attendees will have the opportunity to interact with our featured guest presenters and other participants on a wide variety of construction cost control and audit best practices such as the following:

• How Owners, Contractors, and Construction Auditors can “partner” to achieve common goals for project success.
• How to fairly address potential “hidden fee” when requesting proposals and/or negotiating contract terms.
• How to work with your contractors so that both parties are treated fairly during contract negotiations.
• How to develop fair and balanced contracting practices help get the best value for amounts spent on construction.
• How to audit contractor records to prevent, detect and/or resolve potential overcharges.
• Best practices for auditing and contracting for:

(a) conventional insurance,

(b) self-insurance,

(c) captive insurance,

(d) contractor-controlled insurance (CCIP),

(e) subcontractor default insurance (SDI),

(f) contractor self-performed work,

(g) contractor costs of pension plans,

(h) costs of employee stock pension/bonus plans,

(i) costs of conventional health insurance,

(j) costs of high-deductible insurance policies,

(k) contractor owned equipment charges,

(l) trade subcontracts and trade subcontract change orders,

(m) contractor and subcontractor charges from affiliated companies,

(n) contractor and subcontractor labor charges,

(o) trade contractor shop fabrication and shop overhead charges,

(p) contractor and subcontractor charges for IT hardware and software.

(q) pros and cons of converting cost-plus fee with GMP contracts to Lump Sum

Note: Our Guest Presenters will be making short, prepared PowerPoint presentations followed by time for interactive Q&A.

In addition, we are planning to intersperse facilitated roundtable open discussions on other questions and agenda topics we will be adding to our agenda.

Earn 16 CPE Credits  –  Course Level:  Intermediate

Who Will Benefit from this Program

• Architects
• Attorneys
• CFO’s and Controllers
• Construction Audit Consultants
• Construction and Engineering Department Representatives
• Contract Administrators
• Cost Engineers
• Facilities Management Department Representatives
• Internal Audit Professionals
• Procurement Department Representatives
• Program Managers

Learning Objectives

Participants Will:

• Learn the latest best practices in use for construction audit and cost control
• Obtain an update on the trends in tools and techniques used for construction audit and cost control
• Explore specific case example results of current best practice construction audits
• Get your questions answered during Q&A sessions at the conclusion of each presentation

Roundtable Guest Presenters

Over the next few weeks, we will be adding information about presenters. We plan to have 10 to 12 industry leaders give short presentations on their current “best practices” followed by open discussion with the group.

Click the presenter’s name for bio:

1. Stephen Bacchetti – Director, Moss Adams LLP
2. Vince Chapman – VP,  Audit & Contract Services – HPM, LLC
3. Charnee Foston – Senior Manager, Moss Adams LLP
4. Ashley Humphries – Senior Construction Auditor, R. L. Townsend & Associates, LLC
5. Dick McNary – President & Chief Operating Officer, Project Control
6. Tony Ollmann – Partner – Baker Tilly US, LLP
7. Jake Ortego – Principal, Audit & Contract Services – HPM, LLC
8. Patrick Reiser – Principal, Reiser Cost Consultants, LLC
9. John Sier – Principal, Kitch Attorneys & Counselors
10. Debbie Townsend – President – R. L. Townsend & Associates, LLC
11. Rich Townsend – President – Construction Audit & Cost Control Institute, Inc.
12. John Wisz – Founder & Principal – Wiszco, LLC 
13. Chris Wolbrink – President & Founder – SiteTraxx, LLC

Informal Networking Opportunities Included

• Breakfast will be provided each morning of the seminar
• Mid-Morning and Mid-Afternoon refreshment breaks
• Lunch will be provided for the group both days of the Workshop
• Networking Reception Tuesday following the meeting – appetizers and open bar

Program Schedule

Tuesday, May 14, 2024: 8:00 am – 5:00 pm

Networking Reception:  Tuesday following the Workshop

Wednesday, May 15, 2024: 8:00 am – 5:00 pm

Program fee includes instruction, all program materials, first evening reception, breakfast and lunch each day and refreshment breaks.

Cancellation and Refund

If for any reason you cannot attend a seminar you registered for, please contact Marie Jones at 254-736-0309 or email [email protected].  If you notify us of your need to cancel before the scheduled event, we will be able to issue a refund or a credit, or transfer your paid registration to a future similar event.  

CPE

All participants are eligible to receive up to 16 Continuing Education Credits (CPE’s) to fulfill professional accreditation requirements. Field of Study: Auditing. Course Level: Intermediate. Group-live, lecture-style seminar; no prerequisites or advanced preparation required. For information regarding CPE, complaint, or program cancellation, please contact Marie Jones at (254) 736-0309 or Rich Townsend at (972) 679-6762 or email [email protected].

Construction Audit & Cost Control Institute (CAACCI) 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:  www.nasbaregistry.org

 

Accommodations

San Antonio Marriott Rivercenter on the River Walk – San Antonio, TX

Our River Walk hotel in Antonio, Texas, places you in the heart of the city, just steps from popular attractions, dining, shopping and entertainment. 

Most of our attendees stay at the hotel for two nights and a few opt to stay over a third night.

Make online reservations for Marriott Rivercenter 

Or call 210-223-1000

For Marriott Rivercenter Amenities, Dining and Activities:  www.marriott.com 

Venue

San Antonio Marriott Rivercenter on the River Walk – 101 Bowie Street, San Antonio, TX  78205
 Map Link

Registration Fee

Regular Registration Fee = $1,495

Program fee includes instruction, all program materials, first evening reception, breakfast and lunch each day and refreshment breaks.

Register Using the Form Below

To Register by Telephone:  Call Marie Jones at (254) 736-0309

• Your registration confirmation will be emailed to you after you register.  If you do not see it in your Inbox, check your “Other” folders and add us to your email service list of “Safe Senders” to receive future emails containing seminar details.
• To Pay by Check:  Select the option to “pay later” and we will email an electronic invoice.
• To Register a Group:  Select the quantity in the form below.
• International Payments:  must be made by credit card in advance of this seminar.
• Need Assistance: Contact Marie Jones through the chat box, call (254) 736-0309 or email: [email protected]

Click here for a copy of a W-9 for Construction Audit & Cost Control Institute, Inc.