
Speakers





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Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with an office in Indonesia. The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others.
In 2014, Maryland Governor Larry Hogan appointed him Chair of the Maryland Economic Development Commission. He also serves as chairman of the Baltimore County Economic Advisory Committee. He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association. He serves or has served similar functions for Visit Baltimore, Maryland Realtors, and Marcum, LLC.
He lectures at Johns Hopkins University in Global Strategy and has also taught international economics, urban economics, micro- and macroeconomics at Hopkins. His radio show can be heard weekdays on 88.1FM, WYPR, Baltimore.
In both 2007 and 2016, the Daily Record newspaper selected Mr. Basu as one of Maryland’s 50 most influential people. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010.
Mr. Basu has been on many boards over time, including First Mariner Bank, the Baltimore City Public School System, Port Discovery, the Baltimore School for the Arts, and Union Memorial Hospital. He is currently on the boards of the University of Maryland School of Law, St. Mary’s College, the University System of Maryland Foundation, the Center for Emerging Media, the Lyric Opera House and the Archdiocese of Baltimore School System.
Mr. Basu earned his B.S. in Foreign Service at Georgetown University in 1990. He earned his Master’s in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park. His Juris Doctor was earned at the University of Maryland School of Law. His doctoral work was completed at UMBC with a concentration in health economics.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Succession Planning for Success
Mon @ 9:00 — 10:30 AM
Succession Planning for Success
Mon @ 2:00 — 3:30 PM
Bill Black is the founder and president of Exit & Retirement Strategies, Inc., which works with small and medium business owners to help them grow sustainable, transferable, valuable businesses.
He also works as a speaker and a host of the Exit Coach Radio Show & Podcast, where he interviews advisors, authors and thought leaders about tips, ideas and precautions they have for those planning future business succession, exit and/or transition.
Additionally, he is a co-founder of the Business Owner Advisory Team network group, a Charter member of BEI, the nation’s foremost Exit Planning Think Tank, a member of and moderator for Vistage Worldwide, and a member of the board of The Institute for Community Impact in Orange County, CA.
ProNovos Construction Analytics
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Mon @ 10:45 AM - 12:15 PM
Following his passion for data and problem-solving, Bruce launched the Atlanta-based tech startup in 2012 with the sole mission of helping contractors embrace Business Intelligence best practices.
Orr had previously filled analytics-related positions such as Chief Data Officer for Citibank’s Singapore operations; Analytics Director for the software giant Kronos; and Data Warehouse Manager for Procter & Gamble Co. Orr has contributed to industry research by Dodge Data & Analytics and periodically speaks about the subject for CFMA and other organizations. He has authored analytics-related columns for the likes of Construction Business Owner, Retrofit Magazine and AEC-Business.com.
Bruce Orr continues to seek constant improvement and is on the leading edge of academic research into construction data analytics, having signed a research partnership agreement with Colorado State University in 2019. Orr is a member of CFMA, the Data Warehouse Institute, the American Subcontractors Association and the Associated General Contractors of America.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Protecting Against Embezzlement
Mon @ 10:45 AM - 12:15 PM
Protecting Against Embezzlement
Tues @ 2:00 - 3:30 PM
Websites: CherylObermiller.com and FraudPoints.com
Founder of the Missouri based Obermiller Construction, Cheryl Obermiller is an expert in small business financial fraud.
Having personally been affected by a major embezzlement from a trusted employee and friend in 2010, she has utilized this experience to speak for a variety of business groups and associations on fraud prevention and detection; educating them on the very real risk fraud poses and what they can do about it.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Mon @ 9:00 - 10:30 AM
Mon @ 2:00 - 3:30 PM
Chris has worked within the construction industry for the last 25 years, spanning various marketing, business development and public relations positions as well as a wide variety of clients and contractors like PENNDOT and Benchmark Construction, G.M. McCrossin.
In 2008 he founded Atlas Marketing and began working with a multitude of labor organizations like the Ironworkers, Boilermakers, Carpenters and Steel Workers as well as the Keystone Contractors Association and the General Contractors Association of Pennsylvania. With these groups he has overseen recruitment campaigns, owner outreach efforts, digital communications and internal communications projects. Currently, his firm is working on several workforce development programs for clients throughout Pennsylvania.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Mon @ 3:45 - 5:15 PM
Tues @ 10:45 AM - 12:15 PM
Dan Doyon is a Director at Maxim Consulting Group responsible for the assessment, evaluation and implementation of processes with our clients. Dan works with construction-related firms to solve complex business challenges to drive revenue and profitability. His broad experience business process improvement across the construction and related industries provides him with a unique perspective to identify and solve operational issues.
Subject matter expertise includes organizational assessments, strategic business planning, financial planning and analysis, organizational design and transition, productivity improvement, peer groups and prefabrication system design.
PAYROLL TRACK
Payroll for Construction
Top 10 Tips for Prevailing Wage Compliance
Tues @ 9:00 - 10:30 AM
With over 35 years’ experience as an attorney, Deborah Wilder serves as the President of Contractor Compliance and Monitoring Inc.,(CCMI) a consulting company that assists public agencies and contractors in complying with state and federal prevailing wage obligations. Currently listed as one of the leading prevailing wage authorities in the country, CCMI maintains 4 offices throughout the United States and performs prevailing wage monitoring work in over 20 states.
In addition to her work as an attorney, Deborah has also authored three books about compliance: What Every Contractor Should Know About Prevailing Wages; AGC of America’s Davis Bacon Compliance Manual for Federal Contractors; and, the Davis Bacon Handbook for Public Agencies.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Mon @ 3:45 - 5:15 PM
Eric B. Levasseur is a seasoned commercial litigator that designs strategies to guide clients from the pre-litigation planning stage through the highest levels of appeal.
He is experienced in pre-litigation claim strategy and avoidance, complex commercial contract and business disputes, breach of fiduciary duty claims, business tort and negligence claims and non-compete and employment agreements. He also handles trade secrets, product liability actions, fiduciary litigation, real estate litigation, commercial and securities fraud, shareholder and partnership disputes, and judgment execution and recovery.
Well-versed in all aspects of construction litigation and insurance matters, Eric has worked to represent owners, design professionals, sureties, general contractors, subcontractors and material suppliers in construction disputes and AAA arbitrations. He also has extensive experience with mechanic’s lien, payment and performance bond claims, and insurance recovery for both public and private projects.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Tues @ 9:00 - 10:30 AM
Jeffrey Nesbitt is Sr. Manager, Global ERP Alliances & Partnerships with Procore and specializes in Accounting & Operations best practices and connecting the field to the office. In addition the advisement in selection and implementation of technology to construction companies to help them improve inefficiencies and increase margins.
With over 20 years’ experience in the construction and technology industries, Jeffrey has helped guide both domestic and international construction firms across multiple verticals with operations management reviews, business planning, information systems selection and implementation. His strong construction industry market knowledge and connections have also helped clients in installing the best practices for connecting their back office to the field and in finding the latest technology tools to help them manage, grow and increase their company’s value.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Recruiting & Retaining Field Employees
Tues @ 10:45 AM - 12:15 PM
Recruiting & Retaining Field Employees
Tues @ 3:45 AM - 5:15 PM
Jen provides human capital and management advisory services to support strategic goals including organizational transformation, business process improvements and human resources management. Drawing on a dynamic base of human resources experience and a focus on people, process and technology, she supports numerous industries and has gained expertise in serving professional services, manufacturing and construction companies.
In previous roles, including human resources, talent management and learning and development, Jen designed talent development programs and tools which enhanced career development and engagement within RSM, including mentoring programs, leadership development, onboarding practices, career mobility strategy and performance management practices. Her industry experience includes six years as a human resources business partner and three years of experience driving organizational development through various talent management and learning and development roles. Prior to RSM, Jen worked in human resources at a diversified manufacturing company in Connecticut.
Professional affiliations and credentials
Education
ESTIMATING TRACK
McCormick Systems
The Key Elements of a Design/Build Estimate
Tues @ 10:45 AM - 12:15 PM
Website: CandelsOnCall.com
Marc has 35 years’ experience in the electrical contracting industry. Before starting Candels Estimating, Marc was a Regional Vice President for Quanta Services in the north east markets. Marc holds a Master Electrician’s license in Connecticut and teaches Continuation Education classes at our Florida location. Marc also serves on the National Electrical Safety Code (NESC) Code Panel 4.
Linda, one of the founding partners Candels Estimating, received her undergraduate degree in Marketing from the University of Connecticut. Prior to this, Linda worked in sales and marketing positions at large international electrical related manufacturing industries. Mrs. Candels has written for several industry magazines including Estimating Today, Design cost Data, IEC Insights, and (EC&M) Magazine.
ESTIMATING TRACK
McCormick Systems
Using Your Estimate as a Project Management Tool
Mon @ 3:45 - 5:15 PM
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Achieving Your Greatest ROI — Why Investing in Employees Matters
Tues @ 9:00 - 10:30 AM
Website: FirestoneCG.com
Matt Firestone is President of Firestone Consulting Group, based in Lincoln, NE. Firestone Consulting Group works with the leaders and owners in the construction industry to build their businesses for the lifestyle they desire.
With decades of hands-on experience, Matt and his team bring a real-world approach to working with their clients – through strategic planning, leadership development and coaching. In addition to working as a contractor, Matt has a variety of teaching and speaking experience, including work with the University of Nebraska – Lincoln, NECA, and local JATCs.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Integrating Prevailing Wage Payroll & Benefits for the Merit Shop Contractor
Tues @ 3:45 - 5:15 PM
Nat is a nationally recognized expert in employee benefits and creates solutions to ensure employees are financially and physically healthy, while ensuring employers reduce their payroll burden and maximize their budget. He has over 20 years of financial and insurance industry experience and is passionate about employee recruitment, retention, and engagement.
Nat is also an accomplished author who has published numerous articles on employee benefits best practices, including: “The Importance of Vision in Company Health Care Coverage” and his 2021 book, “The Contractor’s Guide to the Davis-Bacon Act: Essential Knowledge for Bidding and Compliance on Prevailing Wage Jobs.”
Nat obtained his bachelor’s degree from the University of Miami and lives in Austin, TX. with his wife and two daughters.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
In May 2020, Nick was selected as a senior analyst in RSM’s cutting-edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions influencing middle market leaders. Nick’s focus is on the real estate industry.
Nick has more than seven years of experience serving clients across the New England market by providing industry-specific insights that allows them stay at the forefront of the changes within their industry. He also provides audit and other advisory services, including financial statement audit services, attest engagement services and specific transaction related services.
Nick has worked with a variety of privately held clients, both family-owned and investor-owned, in the construction industry, including construction management companies, general contractors, subcontractors, utility contractors and material suppliers. Nick’s primary focus is on delivering timely, accurate and relevant information to his clients while also providing high-quality service on complex audit, accounting and operational matters by leading and directing engagements. This industry-specific focus has allowed Nick to become a first-choice advisor and to bring his clients valuable insights relevant to their businesses.
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Mon @ 3:45 - 5:15 PM
Rob Remington is a partner and career-long member of Hahn Loeser, founder and chair of the firm’s construction law practice group, co-chair of the litigation practice area and a member of the firm’s board of directors.
He has significant experience in all aspects of construction law, including construction claim defense, management and avoidance, geotechnical issues, construction defects, contracts, labor issues, competitive bid compliance and protests, guaranty, payment and performance bond issues, mechanics’ liens and attested accounts, and alternative dispute resolution.
He is a frequent speaker and author on a variety of construction-related subjects and has provided extensive training for clients nationally on construction law topics, including construction contract terms and conditions, claims avoidance and management, project documentation, mechanics’ liens, bonds, bond claims and project delivery methods.
Rob was also one of the inventors of the claims matrix, which was developed 10 years ago to offer construction clients a fast, comprehensive, consistent and cost effective preliminary evaluation of construction claims.
OPERATIONS TRACK
ProjectHQ
Procore Integration
Travis Stensby (PE MBA) is a partner integration manager at Procore Technologies. He strives to reduce double entry for users on the best construction project management system in the industry. His goal is to create more solutions than problems, and believes life is about creating value in your work and sharing that value with others.
Highlights:
11+ years multiple roles within the construction industry
(Designer, Contractor, Estimating, and Owner's Rep)
MBA
1 year on Procore's Sale Engineer Team
1 year on Procore's GPA team working with 30+ partners to deliver in-depth integrations
BUSINESS DEVELOPMENT TRACK
Featuring Industry Experts
Building an Information Bridge between Field & Office
Mon @ 10:45 AM - 12:15 PM
J. Wickham Zimmerman is CEO and co-founder of Outside the Lines, Inc. (OTL) – a California-based specialty construction company that designs and builds spectacular water features, rockwork and themed environments for many of our state’s most loved public spaces, resorts and theme parks. A degreed civil engineer with a passion for business and law, Wick has spent the last 39 years building his own businesses or helping budding entrepreneurial companies manage their bottom lines while growing revenue and market share. His combined expertise in construction and financial management has allowed him to attain executive positions representing owners, general contractors and specialty contractors, including industry powerhouses such as ValleyCrest Companies and KHS&S Contractors.
As OTL’s CEO, Wick defines the company’s strategic direction and directs its financial and operational systems, which have helped moved OTL from a single start-up to a multi-locational success with projects completed across the U.S. and throughout the World. OTL has been named four times in the past ten years to the prestigious Inc. 500/5000 list of fastest-growing U.S. companies, a success he credits to the dedication of their massively talented employees.
An Eastern U.S. native, Wick earned a Bachelor of Science in Civil Engineering from the University of Maryland at College Park. Before moving west, he studied business and law at George Washington University and the University of Maryland School of Law.
When he’s not guiding OTL’s future steps, Wick treasures time with his family and is actively involved in philanthropic activities in his community, including Taller San Jose Hope Builders in Santa Ana, California, an organization that helps disadvantaged youth escape poverty by providing training and job skills. Wick was also one of the first members of 100 Companies Who Care, which is a group who empowers nonprofit organizations that are positively impacting our community in Orange County, California through financial giving. He is also a 32-year pilot and holds an Airline Transport Pilot airman certificate and a C525S type rating and enjoys flying whenever he can. Wick also belongs to Pilots N Paws, which is a group that brings together those who rescue, shelter or foster animals, and volunteer pilots and plane owners willing to assist with the transportation of animals.
ESTIMATING TRACK
Estimating Edge
Introducing VECTOR™ –The Future of Takeoff with Model-based Estimating
Mon @ 9:00 - 10:30 AM
Foundation Town Hall
ESTIMATING TRACK
Estimating Edge
OPERATIONS TRACK
ProjectHQ
Procore Integration
Mon @ 9:00 - 10:30 AM
Brian began his career with Foundation Software as a Client Service Representative in 1997, before he transitioned into a sales role that allowed him to assist existing clients with their conversion to the company’s Windows-based system. From there he moved into a Senior Consultant role where he was responsible for educating clients on FOUNDATION®, performing sales and system demonstrations and providing high-level system consulting services.
In 2018, he transitioned into his current role of Product Manager where he uses his expansive knowledge of the construction industry and the Foundation Software family of products to help design and oversee development of company projects. Due to his eclectic background, Brian can provide a unique perspective into Foundation’s application development initiatives and ensure that the finished products meet the unique demands of Foundation’s niche client base.
OPERATIONS TRACK
ProjectHQ
Tues @ 3:45 - 5:15 PM
Foundation Town Hall
Chad began his career with Foundation Software as a client services representative in 2005, before gaining his certification to assist clients in troubleshooting system issues. From there he became a client services trainer, which allowed him to work with many types of construction staff members, including payroll and billing clerks as well as controllers and owners.
In 2006, he joined the inside sales team at Foundation, where he learned to assess the various job cost accounting and reporting requirements of the construction industry. Currently, he uses this background experience and the expertise he gained from his time managing the Southeast Regional Office as the direct regional account manager for the state of Ohio.
ESTIMATING TRACK
Estimating Edge
Tue @ 10:45 AM - 12:15 PM
Dave Chapman, Sales Director, North has been with Estimating Edge for 20 years working primarily with Roofing, Interior & Fireproofing contractors. During this time, his focus has been on sales and implementation and has sold or trained over hundreds of users.
His specialty is understanding the trends in the industry, but more importantly being able to diagnose and solve any customer challenges. Over the years, his customers have raved about his passion for his customers and their business success.
PAYROLL TRACK
Payroll for Construction
Mon @ 2:00 - 3:30 PM
Mon @ 3:45 - 5:15 PM
David began his career at Foundation Software as a Client Services Representative in 2016.
In late 2019, he became a Team Lead for the support department, where he assists with internal training of his team, and manages the ongoing queue of logged support calls.
FINANCIAL TRACK
Foundation Software
Discovering Document Imaging
Mon @ 2:00 - 3:30 PM
Mon @ 3:45 - 5:15 PM
Discovering Document Imaging
Tue @ 2:00 - 3:30 PM
Tue @ 2:00 - 3:30 PM
Starting at Foundation Software in 2013, Denver was a member of the client services department where he helped clients properly utilize FOUNDATION and develop a better understanding of the software.
Now as a field trainer, he uses this expertise to help clients navigate the complexities of different trade environments and resolve system issues in FOUNDATION. He also works with clients on pre-implementation, the setup of new account system installations, training on software usage and on-going software support.
ESTIMATING TRACK
McCormick Systems
Tue @ 2:00 - 3:30 PM
Dylan began his career eight years ago with McCormick Systems in customer service. Dylan joined the McCormick team right after he finished his degree at Mesa Community College. Serving as a Support Account Manager for one year allowed Dylan to discover his passion for helping clients better their businesses with the services and support provided by McCormick. When a sales position opened, he was eager to take it.
Dylan now serves as one of three Outside Sales Representatives, focusing on establishing new relationships and gaining new clients for McCormick. A typical day for Dylan is comprised of speaking with contractors and identifying their software needs. The goal every day for Dylan is to figure out what specifically each contractor needs and how he can best serve that need.
For Dylan, being a Regional Sales Manager means establishing and maintaining relationships with contractors. He finds the most fulfilling part of his job is when he’s able to successfully help a new client get started with their new software and watch as they adopt it to greatly improve a crucial area of their business.
ESTIMATING TRACK
McCormick Systems
Tues @ 9:00 - 10:30 AM
With over 17 years’ experience in IT, Ivan Jacobs joined McCormick Systems bringing his knowledge of modern technology and leadership skills with him.
Ivan has been a part of the McCormick team for 5 years and counting. One of the technologies he is particularly passionate about are cloud technologies.
He was a major part of moving McCormick into our cloud environment and continues to keep the technological needs of the company in his sights.
PAYROLL TRACK
Payroll for Construction
Tue @ 2:00 - 3:30 PM
James began his career with Foundation Software as a Client Service Representative in 2017. After a time he began to specialize in working with our web-based products: Admin Dashboard, Field Log, Service Mobile and eAccess.
James is currently transitioning into a Software Analyst role, where he will work directly with our support department, as well as our development and QA teams, to improve the aforementioned web-based software, as well as ProjectHQ and its family of products.
ESTIMATING TRACK
Estimating Edge
Introducing VECTOR™ –The Future of Takeoff with Model-based Estimating
Mon @ 9:00 - 10:30 AM
Tue @ 10:45 AM - 12:15 PM
James Lee has been with Estimating Edge for over 3 years. He graduated Florida Atlantic University with a degree in Business Administration.
Since coming on as intern, he’s moved through various roles and now has become a product specialist with our jobsite project management software EDGE On Site, as well as our new model-based estimating solution VECTOR.
He has a passion for learning and helping the team to deliver products and features that make our customers' everyday duties easier and more profitable.
ESTIMATING TRACK
McCormick Systems
McCormick Tech Support: Database Maintenance, Installations & Troubleshooting
Tue @ 9:00 AM - 10:30 AM
Jason has spent the last twenty-four years in the construction software industry through McCormick Systems.
Starting out in Technical Support, Jason has always had a passion for solving client issues that they need to run a successful business. Jason quickly advanced to become the Tech Support Manager, where he built up more industry expertise. His talent led to his promotion to Quality Assurance Manager, and eventually his current title of Product Manager.
In his role, Jason is heavily involved with all the elements that make up producing a successful software package. From McCormick estimating design decisions to contacting and documenting contractors’ suggestions. Jason also enjoys presenting on the company’s behalf and has been central to presentations at user conferences.
Foundation Town Hall
Having recently celebrated his 20th year at Foundation Software, Mike has amassed a wide range of experience through working in a variety of departments, including client support, training, research and development and sales.
Now as the Vice President of Operations, he uses that knowledge to oversee the Field Training Department, which helps clients implement FOUNDATION and continue their education. He also plays a key role in project development and client events like the user conference and Foundation College classes.
Education
Mike earned his Bachelor of Business Administration (B.B.A.) from State University of New York College at Fredonia.
Speaking & Writing Experience
Over the past 15 years, Mike has spoken at a variety of classes at the user conference and trained hundreds of clients on the FOUNDATION system, both on-site and online. He has also worked on many of the FOUNDATION implementation guides, best-practice resources and more.
Fun Fact
Mike is a huge fan of Tabasco and goes through at least a bottle every week.
Mike Ode is the CEO of Foundation Software, LLC. and the company’s corresponding product lines which include FOUNDATION accounting, Payroll4Construction payroll processing & reporting service, ProjectHQ project management software, McCormick estimating and The Estimating EDGE.
Mike started his career with Foundation Software in the client services department as a trainer in 1996 before being promoted to regional sales manager in 1998. As a regional sales manager, Mike grew sales by 14-25% each year and pushed for projects that would enhance the system, which led him to the role of Vice President of Sales in 2003. During this time, he managed the entire sales team, including inside, outside and satellite sales offices.
In 2008, he officially assumed the role as President where he was involved with all aspects of growing and managing the organization, including exploring opportunities for new complementary businesses. In 2020 Foundation Software was acquired by leading technology-based private equity firm Thoma Bravo LP, and Mike assumed his current role as CEO of the company.
Education
Economics, University of Buffalo, New York
Speaking & Writing Experience
Mike has authored numerous trade journal articles on topics relating to construction accounting and payroll technology. He has also led educational and training programs for construction business owners, controllers, and their CPA’s, and has been a guest speaker at a variety of industry functions
Membership Associations
Mike holds memberships in a number of organizations, including Vistage, an executive leadership group, and various construction-focused trade groups such as:
Fun Fact
Mike is an avid sports fan following the Buffalo Bills and Cleveland Cavilers. He also enjoys competing in various sporting activities, including everything from running and biking to duathlons. When not participating, he has been a dedicated coach in baseball and basketball.
ESTIMATING TRACK
McCormick Systems
Mon @ 10:45 AM - 12:15 PM
McCormick Extension & Bid Summary
Tue @ 2:00 - 3:30 PM
Mike started with McCormick Systems in January of 2021. Before that, he trained across several different industries and environments, including for T-Mobile and Indeed. No matter the company or client, Mike always takes pride in helping others implement the software solutions their businesses needed to be successful.
As McCormick’s most experienced trainer, Mike now facilitates the in-person classes held in Chandler, AZ. When he’s not in front of the class, Mike spends his time holding one-on-one, personalized online sessions. Whether you’re a beginning, intermediate or advanced McCormick user, there’s a good chance Mike can still show you something new.
ESTIMATING TRACK
McCormick Systems
Tue @ 2:00 - 3:30 PM
Foundation Town Hall
Paul has spent the last seventeen years serving the construction industry through McCormick Systems. After receiving his bachelor’s degree in Business Management and Certification in Project Management, Paul immediately pursued a career in the construction business.
Starting out as a Regional Sales Manager, Paul has always had a passion for helping contractors get the service they need to run a successful business. Paul quickly advanced to become a National Sales Manager, where he continued to serve the construction community and build up even more industry expertise. His dedication and talent led to his promotion to Vice President of Sales, and eventually his current title of Vice President of Sales and Operations.
In his role, Paul is heavily involved with all the elements that make up the sales department. From setting up training programs for McCormick estimating to dealing with contractors’ requests — Paul has a hand in all of it. Paul also spends a good portion of his days working on the frontline of the development of McCormick’s products. He also enjoys presenting on the company’s behalf and has given presentations at conventions such as NECA, IEC and BICSI for the last twelve years.
ESTIMATING TRACK
Estimating Edge
Mon @ 10:45 AM - 12:15 PM
Foundation Town Hall
OPERATIONS TRACK
ProjectHQ
Mon @ 2:00 - 3:30 PM
ProjectHQ Daily Usage
Mon @ 3:45 - 5:15 PM
Tues @ 9:00 - 10:30 AM
ProjectHQ Daily Usage
Tues @ 10:45 AM - 12:15 PM
Welcome to CrewHQ
Ryan began his career at Foundation Software as a client support representative in 2012, before moving on to become a field trainer in 2013 and, most recently, a consultant. His extensive background in customer service both before and after he started at Foundation have made him a valuable resource to brand new and experienced clients alike.
As a consultant, he uses his far-reaching knowledge of FOUNDATION and the construction industry to navigate the complexities of different trade environments and resolve client system issues at lightning speed. He also works with clients on software usage, report writing and provides on-going software support to help ensure they’re getting the most out of the system.
FINANCIAL TRACK
Foundation Software
Advanced GL/JC (Part 1)
Mon @ 9:00 - 10:30 AM
Advanced GL/JC (Part 2)
Mon @ 10:45 AM - 12:15 PM
Advanced GL/JC (Part 3)
Tue @ 9:00 - 10:30 AM
Since starting his career with Foundation Software in 2000 as a client services representative, then field trainer, Scott’s extensive knowledge of FOUNDATION and the industry has made him an invaluable asset to clients. This experience has also provided a natural extension into the consulting arena, where he has helped hundreds of clients improve their financial management processes.
As a Senior Consultant, Scott utilizes his background and expertise in Microsoft® Excel®, database queries and custom report writing using the SQL database to help clients with pre-implementation, setup, training and the optimization of their workflow using FOUNDATION. He also provides solutions for software integration between third party software, creates custom reports using the SQL database with ODBC connections across multiple reporting tools and has designed numerous custom applications to meet his clients’ reporting needs.
FINANCIAL TRACK
Foundation Software
My PO/Sub Module
Mon @ 9:00 - 10:30 AM
Mon @ 2:00 - 3:30 PM
G/L Basics & Bank Recs
Mon @ 3:45 - 5:15 PM
My PO/Sub Module
Tue @ 10:45 AM - 12:15 PM
G/L Basics & Bank Recs
Tue @ 3:45 - 5:15 PM
Having started at Foundation in 2014, Scott’s prior experience as a teacher made him an ideal fit as a Field Trainer. That experience coupled with his familiarity with the FOUNDATION system has also made him an asset in his recent transition to consulting.
As a consultant, he uses this expertise to help clients navigate the intricacies of all aspects of the system. He also works closely with clients on new employee training, querying data andfinding efficiencies.
PAYROLL TRACK
Payroll for Construction
Mon @ 9:00 - 10:30 AM
Tue @ 10:45 AM - 12:15 PM
Sharon began her career with Foundation Software in 2012 as a client services representative. Her love for helping clients continued as she moved to various management roles within the client services department.
She most recently moved in 2021 to Operations Liaison of Payroll4Construction. It was met with excitement and enthusiasm. In her current role, she is able to work closely with Payroll4Construction's client services and the Implementation departments to ensure clients receive the highest level of customer service.
She uses her past experience in customer service and management to implement new initiatives and help provide resources needed to assist clients in all their needs from the moment they purchase our payroll service.
Foundation Town Hall
As Chief Revenue Officer, Steve is responsible for strategic market planning, as well as continual revenue and new business growth, for the Foundation Software and Payroll4Construction.com family of companies.
He invests most of his time building relationships across the construction industry with contractors, CPA firms, associations and technology partners. In this way, Steve also bridges the companies’ sales, marketing and product development teams with the most current industry trends and client needs. Over the last 22 years, he’s led more than 1,000 software selections and implementations for contractors of numerous sizes and trades.
Steve began at Foundation Software in 1999 with marketing and sales before diving into FOUNDATION‘s real-world use as a client support representative and field trainer. He later launched and managed Foundation’s West Coast operations out of California, where his leadership and on-the-ground work made the Golden State one of the company’s largest regions today. After successfully establishing Foundation’s presence on the Pacific, Steve returned to lead the company’s sales department and received an appointment to the executive team in 2017.
ESTIMATING TRACK
Estimating Edge
Tue @ 9:00 - 10:30 AM
Tom McKeown, Chief Software Architect joined Estimating Edge in 2014 and is responsible for the architecture and technical specifications for The EDGE. He’s lead the development of the new product platform and has over 25 years of software engineering and leadership experience.
He’s worked for multiple top Fortune 100 industry leaders in Automotive, Aerospace and publishing for heavy hitters such as Chrysler Scientific Labs in Phoenix AZ, Textron Manager of Technology in Detroit, MI, Hearst Publishing software architect). McKeown obtained an international software patent related to JIT (Just-In-Time) processes as well as wrote the kernel of the presentation engine for a leading SaaS ERP company.
ESTIMATING TRACK
Estimating Edge
Mon @ 10:45 AM - 12:15 PM
Tue @ 9:00 - 10:30 AM