BSCAI Virtual Finance Summit
Wednesday, October 23, 2024
10:00 a.m. - 3:00 p.m. CT
There's More to Your Finances Than Your P&L
Join us for BSCAI’s fourth-annual Virtual Finance Summit! We will kick off the day with a deep-dive on the current economic climate and then move into topics beyond your P&L. We will discuss topics around working with your bankers, having your finance and operations team work together and more. This summit includes key takeaways for those at all levels in your organization and will leave you and your team with the know-how to keep a top-tier financial mindset.
The BSCAI Virtual Finance Summit is proudly sponsored by Angel Oak Accounting, LLC and Service First Processing.
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Session 1: The State of the Economy (Winter 2024 Edition)
Speaker: Jonathan Woloshin, Real Estate & Lodging Analyst, UBS Wealth Management Chief Investment Office
Join us for an economic winter 2024 update that will equip you to tackle the challenges of today's business landscape. In this engaging session, our speaker will delve into critical factors such as inflation on wages, taxation updates, and the evolving commercial and retail real-estate sectors. This comprehensive status update will provide a high-level understanding of the economic outlook, empowering you to make informed financial decisions for your company's future. So, grab your virtual seat and join us as we get a data-driven look at what’s ahead for the economy.
Session 2: The Love Language Between Sales and Operations (Round 2)
Speaker: Niko Johnson, VP of Finance, Pioneer
Back in November 2022, Niko Johnson hosted our first session on the correlation between sales and operational finances. We're bringing him back two years later to share what's changed since then - a hint, it's a lot! We will be taking a deep-dive with Niko as he discusses the different KPIs you should be tracking and the analysis you should be calculating (monthly). He will discuss financial metrics and how you communicate these metrics with your operations/sales team so they can make better, more informed decisions when it comes to pay rates, over-time on a specific job and more.
Session 3: Expanding Your Banking Relationship
Speaker: Ben Van Vlerah, Senior Vice President Commercial Region Manager, Huntington National Bank
While it's important to develop and grow relationships with your customers, it's equally as important to grow your relationships with your partners - whether software, chemical or even your bank! Join our presenters as they share how you can continue to develop your relationship with your banker, how to understand the different lines of credit they're able to offer and how interest rates impact relationships and debt covenants.
Session 4: More Than Just Financials (Part 1)
Speakers: Michael Lunney, Vice President, Risk & Insurance Strategist, McGriff, Michelle Bock, Area Managing Executive, McGriff, Kevin Rowe, VP/Accounting Executive-Captive Division, McGriff
Join our presenters as they dive-deeper into more than just your finances and bottom line. Our speakers will discuss the importance of cost savings when it comes to insurance and migitation risk within your company.
Session 5: More Than Just Financials (Part 2)
Speakers: Ed Killian, VP of Information Technology, The Budd Group, Stacy Hughes, SVP and Chief Information Security Officer, ABM Industries, Jeremy Kerley, CISSP, CISM, CISA, CRISC, SBCP, Senior Direction of Business Continuity and Information Security, Havard Shared Services, Damon S Fraser, Chief Compliance Officer and General Counsel, Marsden Holding, LLC
Speaking of mitigating risk, cyber security and business continuity has been in the media several times throughout the year - CrowdStrike is just one of these major outages this year. Join our presenters as they share information around ransomware and cyber security. Learn how to keep yourself and your business safe and costs associated with these kinds of threats.
Thank You to Our Committee
BSCAI would like to thank the following committee members for their hard work creating the 2024 BSCAI Virtual Finance Summit:
- Scott Weintraub, CBSE, President, SMG Corporate Services
- Scott Kay, Integrator, The Professional Group