2017 engineering and construction conference...2017 engineering and construction conference |...

2017 Engineering and Construction ConferenceForging ahead, focusing on innovation

Agenda

2017 Engineering and Construction Conference | Program guide

Monday, June 26 Location

1:00 p.m.–6:00 p.m. Registration

Optional breakout sessions

1:30 p.m.–3:30 p.m. M&A due diligence workshop Grand Ballroom

3:45 p.m.–5:45 p.m. Women in E&C: Stories of the good, the bad, and the path to success Grand Ballroom

6:00 p.m.–8:30 p.m. Opening reception Club International

Tuesday, June 27 Location7:30 a.m.–8:30 a.m. Breakfast

8:30 a.m.–9:30 a.m.General session 1: Conference kick off

Preparing for takeoff: Chicago airport expansion discussion Grand Ballroom

9:30 a.m.–9:50 a.m. Break

9:50 a.m.–10:50 a.m.

Breakout sessions

Winning strategies for mitigating risk Walton North/South

Federal tax credits and incentives that make an impact Venetian

Technology infusion with E&C Drake

10:50 a.m.–11:10 a.m. Break

11:10 a.m.–12:10 p.m.

Breakout sessions

Data-driven management for digital capital projects (dashboards) Walton North/South

Ideas to action: Six innovative concepts to sell to your customers Venetian

Joint ventures Drake

12:10 p.m.–12:30 p.m. Break

12:30 p.m.–2:00 p.m.Lunch/general session 2

Economic and tax legislative update Grand Ballroom

2017 Engineering and Construction Conference | Program guide

Tuesday, June 27 (cont.) Location2:00 p.m.–2:20 p.m. Break

2:20 p.m.–3:50 p.m.

Breakout sessions

Revenue recognition: FASB’s new standard is no longer near—it’s here Walton North/South

Understanding the journey to cloud for E&C Drake

Sustainability 101: Trends, drivers, and why it’s important Venetian

3:50 p.m.–4:10 p.m. Break

4:10 p.m.–5:10 p.m. General session 3

The future of US infrastructure under the new Trump administration Grand Ballroom

6:30 p.m. Dine arounds

Wednesday, June 28 Location7:30 a.m.–8:30 a.m. Breakfast

8:30 a.m.–9:30 a.m.General session 4

E&C: Doing business around the world Grand Ballroom

9:30 a.m.–9:50 a.m. Break

9:50 a.m.–11:00 a.m.

Breakout sessions

Tax reform: Deep dive on the application to E&C Venetian

ERP: Can’t live with it, can’t survive without it Drake

FASB’s new lease standard: Accounting and implementation insights Walton North/South

11:00 a.m.–11:20 a.m. Break

11:20 a.m.–1:00 p.m.

Lunch and general session 5

Protecting our critical infrastructure: A cyber security update Grand Ballroom

1:00 p.m.–1:20 p.m. Break

1:20 p.m.–2:45 p.m.General session 6

M&A trends and drivers Grand Ballroom

2:45 p.m. Cocktails and departure

Dear Colleagues,

On behalf of Deloitte, we welcome you to our fourth annual Engineering and Construction (E&C) Conference: Forging ahead, focusing on innovation. The Engineering & Construction industry has been on quite a journey during the past decade. There are many factors that will come into play as our industry moves forward into 2017 and beyond. These include new technology being used in the industry, a new administration in Washington D.C. as well as accounting and regulatory changes and much more. Our conference promises to bring you insights on industry trends, challenges, and leading practices applicable to E&C companies as well as provide unique opportunities to network with your industry peers.

During the conference, you will hear our presenters speak on a broad range of topics relevant to the industry. We want these sessions to be interactive as well as insightful. We look forward to your active participation and questions during our program. In addition to our broad spectrum of agenda topics, we have organized activities for you to network with participants and speakers on site and as you enjoy the fine food and culture of Chicago.

We would like to thank each of you for making time out of your busy schedules to join us this year. We would also like to thank the members of our steering committee. Your insight and direction throughout the entire planning of this conference will undoubtedly make it one of our best yet!

Deloitte is dedicated to positively impacting the E&C industry by focusing on you, the leaders of this space. We look forward to an engaging and impactful conference!

Welcome

1 2017 Engineering and Construction Conference | Program guide

Brian Albanese, Lithko ContractingBona Allen, Kajima USA, Inc.Mike Anderson, Layne ChristensenChrista Andresky, Turner Construction

Barbie Bigelow, JacobsEmily Gepner, AECOMVeronica Lubatkin, RailworksTony Mirchandani, RTM Associates

Greg Nook, JE DunnKirk Rabius, AECOMSusan Sonnefeldt, DARJon-Paul Weiss, Comfort Systems

Rob MasseyPartner, Engineering and Construction Industry Co-LeaderDeloitte Tax LLP

Todd BauerPartner, Engineering and Construction Industry Co-LeaderDeloitte & Touche LLP

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James Mark Andrews Managing DirectorDeloitte Consulting [email protected]+1 215 789 2757

With more than 30 years of consulting experience, including 17 with Deloitte, Mark has assisted more than 200 companies with a variety of IT-related initiatives. Over the past decade, he has figured prominently in Deloitte’s M&A Transaction Services practice, providing IT assessment and process improvement services for more than 500 transactions. Mark’s broad industry background includes E&C services, consumer business, technology, manufacturing, media, and financial services. As the leader of Deloitte’s IT Due Diligence practice, Mark has participated in transactions involving clients and targets from the United States, Canada, Central and South America, India, Japan, and China. A graduate of Tulane University, Mark has a BS in engineering and an MBA in management science and international business.

Buying another firm is like buying a used car. Being able to look under the hood and understand how the target is performing is critical. This two-hour mergers & acquisition (M&A) workshop will be facilitated by M&A functional experts in financial, tax, IT, and project due diligence. Discussion topics will include key M&A risks, opportunities, challenges, and the growing impact of data analytics on due diligence.

Optional breakout sessionM&A due diligence workshop

Bruce K. Gribens Partner Deloitte Tax LLP [email protected]+1 415 783 5959

Bruce has more than 25 years of professional experience in public accounting, specializing in corporate organizations and restructurings, tax controversy, and tax shelter compliance. Over the past 11 years, Bruce has served leading private equity investment firms and corporate acquirers in structuring acquisitions and performing due diligence reviews. Bruce currently serves as the national leader of Deloitte’s Divestiture Services tax practice, which supports organizations with all tax-related aspects of divestitures, spinoffs, and line of business/division sales. He holds a BS in accounting and management from Northeastern University and a JD from Suffolk Law School.


Bryan JohnsonSenior ManagerDeloitte Advisory [email protected]+1 617 437 3657

Bryan has extensive experience providing M&A support to corporate and private equity buyers and sellers. Bryan is recognized as a specialist in E&C and his experience with transactions in these industries includes general, specialty, and self-performing contractors as well as design and engineering firms. Prior to joining Deloitte, Bryan served as the controller of a Boston-based construction contractor and has significant government contracting experience. Bryan is a licensed CPA in the state of Massachusetts, and a member of the AICPA and the Massachusetts Society of CPAs. Bryan is a graduate of the University of Richmond where he received a BS in Business Administration, Accounting.

Robert StrahleSenior ManagerDeloitte Advisory [email protected]+1 212 436 7439

Rob is a senior manager in the New Jersey office of Deloitte Financial Advisory Services LLP’s E&C Consulting practice. He has over 25 years of experience in the engineering, construction, and environmental industry, both internationally and in North America. Rob is a registered professional engineer and prior to joining Deloitte, Rob spent 18 years with engineering and construction firms as an engineer, project manager, and program manager. Rob has extensive experience in the resolution of construction disputes, preparation of construction claims, and provision of litigation support. He also performs external audit specialist support, M&A support, construction cost assessments, construction fraud and forensic investigations, contract closeout assessments and cost recovery actions, unforeseen site conditions, change orders, and advisory services on capital programs/program management offices. He received a BS in civil engineering from Virginia Tech.

Todd WilsonManaging DirectorDeloitte Advisory [email protected]+1 312 486 3892

Todd is an accounting managing director with Deloitte’s M&A Transaction Services practice. He has more than 30 years of experience with the firm, including more than 17 years as a dedicated M&A specialist. Todd has extensive transaction experience in advising financial and strategic buyers on due diligence, accounting structuring, and financial reporting aspects of transactions in the infrastructure, construction, and energy industries. He also has worked on wide array of deals for both strategic and private equity clients. He received a BS in accounting from Purdue University.


Todd BauerPartnerDeloitte & Touche LLP [email protected]+1 213 688 5185

Todd is the national co-leader of Deloitte’s E&C Practice, Los Angeles Real Estate leader, and West Coast Real Estate co-leader. With more than 21 years of public accounting experience, he has served clients in various segments of the construction and real estate industries, including general contracting, construction management, self-performed construction, demolition, and abatement. Todd has managed audits of SEC registrants and privately owned entities as well as buy-side and sell-side due diligence in mergers, acquisitions, and financing transactions, including IPOs and purchase-price disputes. He is a licensed CPA in New Jersey and New York (California pending). His memberships include the Urban Land Institute and NAREIT, the National Association of Real Estate Investment Trusts. He has a BA in accounting from Franklin & Marshall College.

Optional breakout sessionWomen in E&C: Stories of the good, the bad, and the path to success

Join key women leaders (as well as a few men) and rising women stars in the Engineering and Construction industry as they share stories and best practices covering retention of women, critical characteristics of successful women in the industry, the importance for companies to have women in leadership roles, and other important issues. This interactive session will address challenges and success stories of women who are rising and have risen to the top of a historically male dominated industry. We will also have female leaders from Deloitte who will share some of the history and evolution of our women's initiative (known as WIN).


Teresa CiambroneBusiness Technology AnalystDeloitte Consulting [email protected]+1 312 486 2693

Teresa is an analyst in Deloitte’s Technology Consulting practice. During her undergraduate career, Teresa interned for two summers with a national general contractor in Chicago, during which time she saw a project through from estimation to the punch list process. Since joining Deloitte in the fall of 2015, Teresa has worked on a large-scale technology modernization project as a member of the interfaces testing team. She holds a BS in civil engineering from the University of Notre Dame.

Rose EdigiCFO, Global Buildings & InfrastructureJacobs

Rose is CFO, Global Buildings & Infrastructure, for Jacobs, one of the world’s largest and most diverse providers of full-spectrum technical, professional, and construction services for industrial, commercial, and government organizations. She has more than 30 years of experience, including 20 within the engineering, procurement, and construction industry. Rose joined Jacobs in 1998 and has successfully fulfilled a variety of financial roles in the company before becoming CFO of the Global Buildings & Infrastructure line of business in 2016. She received a BS degree in finance from the University of Illinois, Urbana-Champaign.


Emily GepnerCFO and VP OperationsGlobal Delivery Services

Emily is chief financial officer and vice president of operations for AECOM’s Global Delivery Services organization. In her role, she oversees finance and administration for AECOM’s design centers in China, India, and Romania, as well as operational teams tasked to continuously improve quality and delivery. Emily began her AECOM career with legacy company URS, with responsibilities in insurance procurement and captive insurance implementation and management. Throughout her tenure she has held positions of increasing responsibility in finance and accounting, as well as a leadership role in implementing strategic initiatives for AECOM’s Construction Services operating group. She is a certified public accountant and holds a bachelor’s degree in business administration and accounting from the College of Idaho.

Michelle KerrickPartnerDeloitte & Touche [email protected]+1 213 688 5186

Michelle leads Deloitte’s Los Angeles practice and has more than 31 years of professional experience. She has served a diverse group of publicly and privately held clients, ranging from middle-market companies to large multinationals, in a number of industries. She has assisted clients with acquisitions, divestitures, and equity and debt offerings. Michelle received her BS in accountancy from Northern Arizona University (NAU) and is a recipient of the NAU Outstanding Alumnus Award.


Veronica LubatkinExecutive Vice President and CFORailWorks Group, LLC.

Veronica Lubatkin is executive vice president and chief financial officer of RailWorks Construction, a leading provider of track and transit systems construction and maintenance services throughout North America. She is responsible for finance and accounting, risk management, information technology, and human resources. During her tenure at RailWorks, Veronica has championed significant change across the business, including the implementation of an enterprise resource planning system that integrated more than a dozen previously independent systems. Prior to joining RailWorks, Veronica served as EVP and CFO for Par Pharmaceutical Companies, Inc., and held management positions with Schering-Plough Corporation. A CPA, she began her career at Arthur Andersen, LLP and holds a BS in accounting from Pace University.

Paola MarteManagerDeloitte Tax [email protected]+1 973 602 5881

Paola has been with Deloitte for more than eight years, specializing in conducting strategic tax reviews to identify and implement federal income tax planning opportunities, such as asset class reclassifications and compliance with tangible property regulations. She also advises clients on tax accounting methods, such as revenue recognition and deduction of accrued expenses. Her experience spans multiple industries, including retail, manufacturing, life sciences, media, and electric utilities. Paola holds a BS in accounting and business management from Barton College and an MS in taxation from Pace University.


Rob MasseyPartnerDeloitte Tax LLP [email protected] +1 415 783 6386

Rob is the national co-leader of Deloitte’s E&C practice. He has 20 years’ experience in tax consulting and concentrates on tax provisions, consolidated tax returns, corporate reorganizations, tax incentives, and accounting methods of large public multinational companies. Rob has spent his entire career working with large engineering, architecture, and construction firms; as a result, his tax technical background is focused on a wide range of industry-related projects, including design and build infrastructure contracts for federal, state, and international agencies; operation and maintenance contracts of government facilities; design, build, and operation of chemical weapon decommissioning sites; demolition contracts; remediation of contaminated land; and public-private partnerships. He has a bachelor's degree in accounting from the University of San Diego and a master’s degree in taxation from San Diego State University.


Ginger EvansChicago Department of Aviation Commissioner

As Chicago Department of Aviation (CDA) Commissioner, Ginger manages one of the world’s busiest airport systems. Each year, Chicago’s two major airports—O’Hare and Midway— handle more than 90 million passengers, over 1 million operations, and 1.5 million tons of cargo. Evans is also charged with implementing a capital plan for O’Hare focused on enhancing customer service, supporting tenant requirements, increasing O’Hare’s already robust global connectivity, and increasing the airfield’s efficiency and capacity.

General SessionPreparing for takeoff: Chicago airport expansion discussion

The City of Chicago Department of Aviation Commissioner will discuss the master plan for the modernization of O’Hare, and talk through the projects that have been completed, are in progress, and planned for the future.

Evans has 30 years of aviation experience. She joined the CDA in June 2015 after serving as vice president of engineering for the Metropolitan Washington Airports Authority (MWAA) in Washington, D.C. She has overseen major projects at Reagan National and Dulles airports, as well as the new Silver Line Metrorail extension. Prior to her role as vice president at MWAA, Evans worked in private consulting on major aviation projects in Europe, the Middle East, and Latin America, as well as rail projects in New York and Washington. Earlier in her career, she served as director of aviation for Denver International Airport.

Ms. Evans is the recipient of the American Society of Engineers President’s Medal; the McGraw-Hill Engineering News Record Award of Excellence; and the U.S. Environmental Protection Agency’s Pollution Prevention Award. She is a member of the National Academy of Construction and the International Women’s Forum.


Breakout SessionWinning strategies for mitigating risk

E&C firms face risk in almost all aspects of their business. These risks span multiple functions and can mean the difference between growth, profitability, or contraction. This session will focus on several key risks and the leading mitigation strategies employed by successful E&C companies in four key areas: financial and project management, insurance, geographic expansion, and government contracting.

Mark BlumkinManaging Director Deloitte Advisory [email protected]+1 212 436 2359

Mark has more than 30 years’ experience in the design, construction, and management of major capital projects and programs. Mark’s experience includes strategy and operations and process improvement services for E&C companies as well as construction cost assessments, project management oversight, and litigation support for major public and private sector construction projects. Mark is a frequent speaker and trainer on construction fraud prevention and detection, construction auditing, and contracting strategy and project delivery. He holds a BS in civil engineering from Union College and an MBA from the City University of New York.


Mark Burroughs Managing DirectorDeloitte Advisory LLP [email protected] +1 571 766 7062

Mark has more than 20 years’ experience providing auditing and consulting services to government contractors. A CPA licensed in Maryland and Virginia, Mark helps companies comply with the business system criteria established by the Department of Defense and deal with complex cost accounting issues to maximize the benefits associated with doing business with the federal government. He has helped companies understand and develop practical solutions when dealing with matters associated with Defense Contract Audit Agency (DCAA) audits, the Federal Acquisition Regulation (FAR), and the Cost Accounting Standards (CAS). Mark holds a BS in accounting from Frostburg State University and an MBA in management information systems from Loyola College.

Michael A. HostettlerManaging DirectorDeloitte Advisory [email protected]+1 714 4367768

Michael is a leader in Deloitte’s Capital Projects Consulting group. He has more than 35 years of experience in the construction, engineering, real estate, and capital improvement segments across a range of industries: public works, commercial, and industrial development, energy, technology, and heavy industrial manufacturing. In the E&C sector, Michael has held a variety of positions, including estimator, field engineer, superintendent, legal counsel, and consultant on economic damage, delay analysis, operational valuation and assessment, dispute resolution, and process improvement. He received a BS in construction from Purdue University and a JD from Case Western Reserve University School of Law.


Edward KoralSpecialist LeaderDeloitte Consulting [email protected]+1 212 618 4464

With over 30 years of insurance experience, Ed provides support to corporate insurance buyers in the areas of insurance program design and departmental organization across a broad range of industry sectors. He has worked on designing and analyzing contractor-controlled and owner-controlled insurance programs for wrap-ups, as well as rolling wrap-up programs, frequently using captive insurers. Ed joined Deloitte after long careers with Johnson & Higgins and Marsh & McLennan, both major insurance brokerage firms. He also served as risk manager for American Express Company. Ed received his BA in economics from Columbia University and his MBA in finance from New York University. He currently serves on the Board of Directors of the Vermont Captive Insurance Association.

Jim Mannello Partner Deloitte Tax LLP [email protected] +1 203 708 4275 Jim leads Deloitte’s Health Insurance Tax practice and heads Deloitte’s Captive Insurance Tax practice. He has more than 35 years of experience working with insurance companies. Jim started his career at Arthur Andersen, where he led the insurance tax group, and later led the Captive Insurance practice and the Northeast Region Insurance Tax Group at KPMG before joining Deloitte Tax LLP. Jim is a CPA and a member of the Connecticut Bar. He is active in various industry and professional organizations, and is a frequent speaker at tax conferences. He received a BA in mathematics and economics from Wesleyan University and a JD from the University of Connecticut School Of Law.


Matthew Murch Senior ManagerDeloitte Advisory [email protected]+1 312 486 2311

Matt has more than 14 years of experience providing capital projects advisory services. Over the course of his career, Matt has focused on the development and management of major infrastructure programs across numerous vertical industries, including transportation, power and utilities, public works, and telecommunications. He has worked with major public agencies as well as Fortune 500 clients to plan and implement hundreds of billions of dollars in capital investments in such areas as project prioritization, funding and financing, disaster recovery and resiliency, capital project management technology, business process design, operating models, and organizational assessments. A graduate of the University of Michigan, Matt holds BS and MS degrees in engineering. In addition, he is certified as a Project Management Professional by the Project Management Institute.


Raaj KumarPartner Deloitte Tax [email protected]+1 415 783 4681

As a tax partner in Deloitte’s Global Innovation & Investment Incentives Services national practice, Raaj has more than 15 years of public accounting tax experience and maintains a full-time focus on IRC Section 199, Domestic Production Activities Deduction. This includes leading projects in the technology, construction, and diverse manufacturing industries. Raaj has a special focus on construction, architecture and engineering firms; home builders; real estate developers; and government contractors. He is a CPA, licensed in California, and member of the AICPA. Raaj holds a BA in economics from the University of California, Berkeley, and an MS in taxation from California State University, Hayward.

Breakout SessionFederal tax credits and incentives that make an impact

The federal tax code offers a number of tax credits and incentives that E&C firms can use to reduce ETR, provide cash benefits, and support growth. This session will focus on recent developments specific to the E&C Community and the available federal and state credits and incentives such as new markets tax credits, research and development tax credits, and Domestic Production Activities Deductions. Credits and incentives, generally, receive more scrutiny from the IRS and state tax authorities and we will spend time during this session to discuss and understand the federal and state exam environment and trends.


Jarick PoulsonSenior ManagerDeloitte Tax [email protected]+1 617 733 4373

Jarick is a senior manager in the Global Investment & Innovation Incentives group of Deloitte Tax LLP. He has 13 years of professional experience in public accounting, including federal income tax areas such as research and experimentation and IRS examination defense. Since 2004, Jarick has primarily advised clients in tax credit structuring and syndication for the New Markets Tax Credit Program. His clients include large financial institutions, engineering firms, construction firms, nonprofit organizations, manufacturers, retailers, municipalities, and real estate developers. A graduate of Brigham Young University, Jarick has a BS in accounting and an MS in accounting with an emphasis in taxation.

Laura RayPartner Deloitte Tax [email protected]+1 312 486 1807

Laura is the St. Louis Office Tax Managing Partner and a part of Deloitte’s National Global Investment & Innovation Incentives (Gi3) Tax Services group, which includes more than 220 professionals in the US dedicated to federal credits and incentives work. She has more than 16 years’ experience performing and leading R&D tax credit analysis, and serves as the Gi3 national service line industry leader for E&C. She has managed and led all aspects of credit claims, including conducting interviews, reviewing IRC 41 qualification memorandums, developing comprehensive cost collection strategies, responding to IRS audit exam issues, and negotiating settlements at appeals. A graduate of the University of Missouri-Columbia and a member of the Accountancy Advisory Board, Laura received a BS cum laude in accounting and a master’s degree in accounting.


Breakout SessionTechnology infusion with E&C

Can drones provide true value? Will we all be wearing devices in the future? Are we ready to accept decisions made by machines? Technology that seemed unrealistic a few years ago is becoming a reality. What may have seemed revolutionary is now part of our daily life. How can E&C companies infuse this technology to help clients without being disruptive to operations? Join our session to get insightful information on how E&C companies can boost their margins, increase productivity, and reduce costs by using the latest technology of 3D printing, drones, wearable devices, and robotic process automation.


Allan V. CookManaging DirectorDeloitte Consulting [email protected]+1 213 688 5360

Allan is the global sector lead for Deloitte’s Operations Transformation practice for the Technology, Media and Telecommunications industries, and is also one of Deloitte’s leaders for Digital Reality, which includes augmented, mixed, and virtual reality. In these roles, Allan advises clients in a variety of industries on strategy and implementation of leading-edge technologies. His experience in these subject areas is both broad and deep. He holds a BA in systems analysis from the University of the West of England, and an MBA in marketing, finance, and business from Pepperdine University.

Nila R. Leiserowitz, FASID, IIDAGenslerRegional Managing Principal

An internationally recognized design leader and managing principal of Gensler’s North Central Region, Nila leads more than 400 professionals while overseeing business development for four offices. She also serves on the firm’s board of directors and management committee, and has expanded the size and diversity of Gensler’s corporate client base, including the addition of the Firmwide Health & Wellness practice area. To stay at the forefront of emerging trends, Nila actively participates in initiatives tied to strategic programming, planning and design, such as Gensler’s groundbreaking Workplace Survey. Involved in numerous civic, community and industry organizations, she serves on the Chicago Architecture Foundation’s (CAF) board of trustees; sits on the board of directors of Chicago’s International Women’s Forum (IWF), the Marwen Foundation and the Young Women’s Leadership Charter School; and is a member of The Chicago Network and the Economic Club of Chicago. Nila earned her BS in interior design from the University of Minnesota.

Tom Pendergast Managing DirectorDeloitte Consulting [email protected]+1 617 437 3406

As one of the leaders of Deloitte Consulting’s E&C Practice, Tom has been delivering technology solutions in the E&C and facilities management industries for over 20 years. He helps clients understand the impact to their business in a constantly changing technology world by applying tech fluency to client’s most pressing business opportunities using the latest in ERP, E&C systems, cloud, mobile, and IoT solutions. Prior to joining Deloitte in 2000, Tom worked in industry with Fluor Daniel GTI and The IT Corporation. He earned a BS in Geology from the University of Rhode Island and an MBA from the University of Massachusetts Dartmouth.


Terry VergonDirector of Engineering and MaintenanceCushman & Wakefield Services

As director of engineering and maintenance for Cushman & Wakefield Services, Terry is responsible for developing and implementing leading-edge operating methods, standards, and related programs. He has more than 25 years in leadership positions within operations, engineering and maintenance, and is a published author, speaker, and globally recognized expert in mission critical operations. Terry has held senior leadership positions at nuclear power plants, high-tech manufacturers, and data center engineering/operations, and has served in the US Navy in nuclear operations. In addition, he holds an AS in nuclear engineering technology from SUNY Albany, a BA in management from Northwest Christian College, and an MBA in business administration and management from Pacific Lutheran University, and has completed coursework toward a PhD in organizational development and group psychology.


Breakout SessionData-driven management for digital capital projects (dashboards)

Construction projects and budgets are under scrutiny-requiring an increase in transparency, accountability, and accessibility to information. Combined with an influx of data from emerging technologies, the challenge for executives is to transform this information into insight, promoting data-driven decisions as they balance increased demands with limited resources. The typical implementation of project management solutions within capital programs often leads to redundant tracking from multiple systems and decreased data quality from disconnected systems. The various data sources hinder managers from prioritizing, understanding, and reporting project performance. Analytical and data visualization solutions tailored to the construction industry can help summarize performance, provide deeper insights, and highlight previously unknown risks-critical in managing complex construction portfolios. Maintaining access to construction analytics based on readily available data sets provides owners with rapid and reliable snapshots of project performance along with predictive indicators. This allows business owners to more effectively monitor their projects and more easily identify risks.


Douglas L. Cushing, PE, PMPVice President of Digital CapitalCDM Smith

Doug is a data innovation executive focused on predictive analytics, descriptive analytics, big data, and project management in the E&C field. At CDM Smith, he is responsible for implementing a virtual design and construction organization and integrating it with building information modeling initiatives, which provide transparency into major engineering project implementations capable of reducing change and improving performance to budget. His team provides predictive analytic insights into engineering events before they happen and quantifies the accuracy of those predictions. Doug has more than 25 years of experience in environmental and water engineering firms. His experience spans large and small firms, including CDM Smith, Foster-Wheeler, and Bechtel. He received a BS in chemical engineering from the University of Colorado at Boulder, an MS in environmental engineering from the Colorado School of Mines, and an MS in information systems from Regis University.

Margaret LuceyManagerDeloitte Advisory [email protected]+1 571 814 7407

Margaret is a manager in the Capital Projects group of Deloitte Transactions and Business Analytics LLP’s Federal Practice. She has worked as a portfolio manager, project manager, purchasing agent, and superintendent on high profile, complex construction projects in both the private and public sectors. Her experience includes construction dashboarding and analytics, building code research, claims analysis, facilities portfolio management, and cost analysis. Margaret graduated from Lehigh University with a BS in industrial engineering.


Avi Schwartz PrincipalDeloitte Advisory LLP [email protected]+1 646 505 9106

Avi has more than 20 years’ experience working in the construction industry and advising owners of major capital construction projects. He routinely conducts management and financial controls assessments of significant capital projects with a goal of improving performance and mitigating strategic and operational risks. While his clients have included a range of Fortune 500 companies, Avi maintains a special focus on large-scale public sector construction and infrastructure projects, integrating leading practices from public, private, and global entities so that public sector projects can be built better. He received a BS in mechanical engineering from Binghamton University and an MBA in operations management from Baruch College, City University of New York.


David W. BrownSpecialist LeaderDeloitte Consulting [email protected]+1 617 513 7101

With more than 25 years of IT experience, Dave has been involved in all phases of technology planning, development, and integration, from strategy through implementation across a number of industries. His experience includes IT strategic/tactical planning, project/program development and management, applications selection, development and management, governance, and financial management. He also has worked with a number of clients on developing and executing their IT plans, and selecting and implementing ERP systems. Prior to Deloitte, Dave held senior positions in corporate IT organizations. In this capacity, he provided leadership and oversight of process and systems development (both package and custom-developed) to include infrastructure management. Dave is also a retired US Army major. He holds a BA in psychology from Unity College, an MS in computer science from Rensselaer Polytechnic Institute, and an MBA from the Isenberg School of Management at the University of Massachusetts, Amherst.

Breakout SessionIdeas to action: Six innovative concepts to sell to your customers

In the competitive E&C market, sales teams need to bring fresh ideas to their customers to create new business opportunities. Emerging technologies offer vital opportunities for E&C streams to propose such concepts that could lead to new revenue streams and growth. This session will explore six innovative technical solutions to convert ideas to action. These include: employing autonomous construction techniques for equipment; increasing performance and reducing safety issues using drones; reducing general and administrative cost with robotics; addressing the chronic shortage of skilled labor; helping owners with federal subsidies for capital projects; and technology from JE Dunn.


Greg NookExecutive Vice PresidentJE Dunn Construction Group, Inc.

As executive vice president, Greg is responsible for the formulation and implementation of strategic growth initiatives for JE Dunn nationally. In addition, he coordinates marketing, business development, and communication activities with JE Dunn staff throughout the company's 20 offices. He holds a BA in architecture from Iowa State University and a master of architecture from the University of Minnesota-Twin Cities.




Jarick PoulsonSenior ManagerDeloitte Tax [email protected]+1 617 733 4373

Jarick is a senior manager in the Global Investment & Innovation Incentives group of Deloitte Tax LLP. He has 13 years of professional experience in public accounting, including federal income tax areas such as research and experimentation and IRS examination defense. Since 2004, Jarick has primarily advised clients in tax credit structuring and syndication for the New Markets Tax Credit Program. His clients include large financial institutions, engineering firms, construction firms, nonprofit organizations, manufacturers, retailers, municipalities, and real estate developers. A graduate of Brigham Young University, Jarick has a BS in accounting and an MS in accounting with an emphasis in taxation.


Todd Bauer PartnerDeloitte & Touche LLP [email protected]+1 213 688 5185

Todd is the national co-leader of Deloitte’s E&C Practice, Los Angeles real estate leader, and West Coast Real Estate co-leader. With more than 21 years of public accounting experience, he has served clients in various segments of the construction and real estate industries, including general contracting, construction management, self-performed construction, demolition, and abatement. Todd has managed audits of SEC registrants and privately owned entities as well as buy-side and sell-side due diligence in mergers, acquisitions, and financing transactions, including IPOs and purchase-price disputes. He is a licensed CPA in New Jersey and New York (California pending). His memberships include the Urban Land Institute and NAREIT, the National Association of Real Estate Investment Trusts. He has a BA in accounting from Franklin & Marshall College.

Breakout SessionJoint ventures

Many E&C firms are participants in Joint ventures (JVs). This session will explore leading practices, pitfalls, and other lessons learned when E&C companies bid and perform jobs through JVs. Subjects include tax and accounting considerations, logistical challenges, and risk mitigation. The presentation will also explore the dynamics of the relationship between JV participants throughout the project life cycle.


E. Paul Hitter Jnr.Senior Vice President and Chief Financial OfficerMesser Construction Co.

Paul began his career with Messer in 1985 as a cost accountant and subsequently served as job cost manager, accounting manager, controller, and finance vice president. He was named corporate vice president in 2008, senior vice president in 2009, and CFO in 2010. Today is he oversees all of Messer’s financial affairs, including expenditures and finances. Paul also has a leadership role in planning for the future of Messer’s risk management department, and serves on the board of Messer Construction Co., ValuePath Insurance Co., and Messer, Inc. He holds a BS in business administration from Xavier University and an MBA from Northern Kentucky University.


David HrehaChief Financial OfficerPulice Construction, Inc

David Hreha is CFO of Pulice Construction, Inc., a heavy civil contractor and subsidiary of Dragados SA, a Spanish publicly listed company. In this role, he manages the company’s accounting, finance, and technology groups, providing strategic guidance to the senior executive team in all areas of operations. Before joining Pulice, David served as corporate controller for Taylor Morrison Inc., an international homebuilder, where he played a key role in taking the company public in 2013. He also has been associated with TriWest Healthcare, PwC, and America West Airlines. David holds a BS in accounting from the University of Arizona, has an MBA from the University of Phoenix, and is a CPA.


Rob MasseyPartnerDeloitte Tax [email protected] +1 415 783 6386


Mike WhalenManaging DirectorDeloitte Advisory [email protected]+1 214 804 1461

Mike has more than 29 years of mega-capital program experience on major international and domestic engineering and construction projects. His responsibilities have included planning, engineering, procurement, fabrication, project controls, construction management, program management, and despite resolution. Mike has led engagement teams on hundreds of projects around the world for some of the largest project owners and engineering, procurement, and construction organizations, and has worked in China as a US expatriate construction partner. His functional experience spans oil and gas, construction utilities, infrastructure, and transportation. Mike has a BS in civil engineering from the University of New Mexico.

General SessionEconomic and tax legislative update

Ira Kalish, the chief global economist at Deloitte, and Jonathan Traub, managing principal of Deloitte’s Tax Policy Group, will share their perspectives about the current economic, political, and tax environment for this year and beyond for the E&C industry. Ira will analyze recent and emerging trends and geopolitical developments in the United States and global economies and discuss how they may impact E&C. He will also address the outlook and impact of infrastructure spend in the United States. Jon will examine the status of tax legislation with our new administration and the current state of tax reform. Ira and Jon will also discuss how the new administration will affect non-US firms doing business here and the possible repatriation of offshore earnings.

Ira Kalish, PhDSenior Managing DirectorDeloitte Touche Tohmatsu [email protected]+1 213 688 4765

Ira is the chief global economist of Deloitte Touche Tohmatsu Limited. He is a specialist in global economic issues as well as the effects of economic, demographic, and social trends on the global business environment. He has written about the economies of Western Europe, Eastern Europe, Southeast Asia, China, Japan, Mexico and South America, and has also written extensively on global consumer markets.Ira advises Deloitte clients as well as Deloitte’s leadership on economic issues and their impact on business strategy. Dr. Kalish also serves on the Business and Industry Advisory Committee’s Economic Policy Committee, which advises the Organization for Economic Cooperation and Development on macroeconomic policy issues. Ira holds a bachelor’s degree in economics from Vassar College and a PhD in international economics from Johns Hopkins University.


Jonathan Traub PrincipalDeloitte Tax [email protected]+1 202 220 2055

Jon joined the Washington National Tax practice of Deloitte Tax LLP in 2012 as managing principal of its Tax Policy Group. With extensive experience in the legislative arena, Jon is able to provide clients with critical insights on developments in tax policy and politics, helping them anticipate legislation and the potential impacts on their businesses. Before coming to Deloitte, Jon served as staff director for the Committee on Ways and Means of the US House of Representatives, where he was responsible for developing legislative policies and strategy on issues in the Committee’s jurisdiction, including taxes, healthcare, and trade. He received his BA from Haverford College and JD from the University of Virginia.


Breakout SessionRevenue recognition: FASB's new standard is no longer near—it's here

Many companies are well into their assessment and implementation of ASU 2014-09, Revenue from Contracts with Customers. This long-awaited FASB standard for revenue recognition is effective for public companies with annual reporting periods beginning after December 15, 2017, and privately held firms a year later. This session will be a panel discussion including audience Q&A to discuss where E&C and other companies are and should be in terms of their implementation efforts, including specific topics such as multiple performance obligations, tax, IT, internal controls, and operations (inclusive of impacts to cost and revenue estimation).

Jim BrantManaging DirectorDeloitte Audit [email protected]+1 513 784 7348

Jim has more than 23 years of experience advising and serving a variety of clients in the real estate, construction, hospitality, and manufacturing industries. He also serves venture-backed clients within the emerging growth market and private-equity-owned businesses with a variety of complex capital and ownership structures. In addition, Jim serves as the firm’s deputy real estate industry professional practice director over E&C. His focus in this national role includes identification and enhancements to the services Deloitte delivers to existing and prospective clients, and determination of how future changes in the regulatory and business environment will impact the real estate and construction industry. Jim earned a BS in accounting from the University of Kentucky.


Rob MasseyPartnerDeloitte Tax LLP [email protected]+1 415 783 6386



Paola MarteManagerDeloitte Tax LLP [email protected]+1 973 602 5881

Paola has been with Deloitte for more than eight years, specializing in conducting strategic tax reviews to identify and implement federal income tax planning opportunities, such as asset class reclassifications and compliance with tangible property regulations. She also advises clients on tax accounting methods, such as revenue recognition and deduction of accrued expenses. Her experience spans multiple industries, including retail, manufacturing, life sciences, media, and electric utilities. Paola holds a BS in accounting and business management from Barton College and an MS in taxation from Pace University.

Clint NelsonManaging DirectorDeloitte & Touche [email protected]+1 816 802 7343

Clint serves as a revenue recognition specialist for the newest FASB revenue standard, Revenue from Contracts with Customers. In this role, he helps companies and auditors understand the new standard and its implementation considerations. Clint has over 20 years of experience serving companies in many industries and has spent a substantial portion of time over the past 15 years working with E&C companies. These clients have ranged in size from smaller, family-owned businesses to large international organizations. He holds a BA in accountancy from Truman State University.


Clif MathewsPartnerDeloitte Advisory [email protected]+1 212 653 5554

Clif has 15 years of experience in public accounting providing assistance to SEC registrants in the understanding and application of US GAAP and SEC rules and regulations. A CPA, Clif is licensed in New York and Texas. His experience includes the operationalizing of accounting guidance; carve-out financial statements; purchase accounting and other acquisition reporting; SEC reporting, including Regulation S-X Rules 3-05, 3-09, 3-10, and 3-14, IPOs, discontinued operations reporting, and pro forma financial statements. Clif has worked with a number of E&C clients. He has a BBA in accounting from Louisiana College.




Cindy Vandenberg, CPAExecutive Director, AccountingRevenue Recognition/ConvergenceFluor Corporation+1 949 349 7719

Cindy has been with Fluor Corporation for 20 years. She is currently leading Fluor’s implementation of the new revenue recognition standard. Cindy’s prior positions at Fluor included director of the Central Financial Services (shared services) group and director of Internal Audit. Additionally, Cindy had two shorter-term projects—one as the security lead for Fluor’s implementation of SAP and the second as prime contract administrator on a power project. Cindy has served on various company committees, including the Sarbanes-Oxley Steering Committee and International Compliance and Ethics Task Force. Prior to joining Fluor, Cindy was manager of Internal Audit at Rockwell. Cindy also has worked in banking and in public accounting. She is a graduate of the University of Colorado.

Breakout SessionUnderstanding the journey to cloud for E&C

Cloud solutions have the potential to revolutionize the way E&C companies are managing their businesses. This session will discuss how E&C companies can move from legacy software, tier 2 ERP, or on-premise software to an expansive new horizon of cloud comprised of application, platform, infrastructure, and solutions. We will also discuss different paths to cloud and how companies can choose their journey. We will explore various capabilities, offerings and trends of cloud solutions for E&C companies across package (Oracle, SAP, Workday etc.). In addition we will discuss the Deloitte Solution Print and Deloitte Cloud Transition Lab.

Vamsi Andavarapu Senior ManagerDeloitte Consulting [email protected]+1 281 851 6473

Vamsi has seven years of experience leading large-scale global technology end-to-end ERP transformations. He is a “cloud evangelist” delivering on both strategic and tactical issues in project-centric organizations across all industry verticals. Vamsi leads many Oracle Cloud initiatives towards building “go to market” solutions for E&C companies. In addition, he has expertise in global multicountry large-scale deployments across all process capabilities for both project and non-project-based organizations. A certified management accountant and chartered accountant, Vamsi received his bachelor’s degree in commerce from Andhra University in India.


Don Chapman Senior ManagerDeloitte Consulting [email protected]+1 404 631 2653

Don is a leader within the Oracle Enterprise Solutions practice at Deloitte. With over 15 years of total experience, he is focused on Oracle ERP Cloud enabled business transformation. He has contributed to and/or led many successful implementations of both Oracle and non-Oracle financial applications. Don has managed large, global deployments and has practiced in several industry sectors, most notably within E&C, power and utilities, higher education, and real estate and real estate investment trusts. He received a BSBA in decision and information sciences from the University of Florida.

Tara HallPrincipalDeloitte Consulting [email protected]+1 206 716 7414

Tara is a recognized leader in Deloitte’s Oracle practice, responsible for the overall quality and risk management across a national portfolio of Oracle projects. Tara has more than 18 years of experience in ERP-enabled business transformations, merger integration efforts, and business strategy. From a client perspective, she is focused on technology-enabled business transformation efforts in the E&C industry. Her E&C work with Deloitte includes creating an Oracle E&C SolutionPrint that enables accelerated implementations by leveraging Deloitte’s industry and Oracle expertise using a pre-built solution. Tara received a BA degree in finance from the University of Washington


Holly HambyManaging DirectorDeloitte Tax [email protected]+1 713 982 2830 With more than 22 years’ experience in tax, finance, and IT, Holly helps clients automate tax systems and processes to enhance ERP systems and tax exposures. She has worked with oil and gas companies throughout the supply chain, including upstream, downstream, midstream, and oilfield services, and brings an understanding of the tax footprint associated with each. Holly advises clients on the taxation of direct taxes (such as fixed assets and ERP reconciliations) and indirect taxes (such as sales, use, VAT, fuels, and excise taxes). She received a BS in accounting from Texas A&M University, is a CPA, and is Vertex certified.


Greg IngraffiaSenior ManagerDeloitte Consulting [email protected]+1 312 486 3230

Greg is a senior manager focusing on Oracle Package Technologies. Greg has more than 20 years of experience in financial, accounting, and IT environments. He has driven business process design, system strategies, implementations, merger integration, and enhancements of various Oracle Financials and EPM modules. He also has experience integrating operational and industry-specific applications to Oracle in E&C, power and utilities, financial services, and professional services. Greg received BA degrees in accounting and finance from Loras College.

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Breakout SessionSustainability 101: Trends, drivers, and why it's important

The sustainability landscape continues to evolve as businesses have come to realize the value in managing environmental, social, and governance (ESG) risks and translating them into opportunities. In this session, we will discuss current trends in sustainability—market expectations, internal pressure, and overall objectives.

Mark William CohenManaging DirectorDeloitte Advisory [email protected]+1 212 436 7206

Mark is a director in the Capital Projects Consulting practice in the New York office of Deloitte Financial Advisory Services LLP. Mark has more than 25 years’ experience providing project advisory, risk management, and dispute resolution services spanning a wide range of domestic and international infrastructure, energy, and environmental remediation projects. His environmental experience includes water treatment, groundwater remediation, soil remediation, landfills, and water/wastewater transmission projects involving industrial/chemical facilities, oil refineries, infrastructure projects, and brownfield developments. As an expert witness, Mark has presented testimony on complex construction projects in an array of domestic and international venues. He received his BS in civil engineering from Rensselaer Polytechnic Institute and his MBA from Fairleigh Dickinson University.


Jenny LynchSenior ManagerDeloitte Advisory [email protected]+1 312 486 2788

Jenny Lynch is a member of Deloitte’s Sustainability Risk Services group, where she assists clients with sustainability and greenhouse gas (GHG) reporting; materiality and stakeholder engagement; data analysis and process optimization; supply chain transparency; and environmental, health, and safety (EHS) strategy and compliance. She has more than 10 years’ experience across a variety of industries, including E&C. Jenny received a bachelor’s degree and master’s degree in accounting from the University of Illinois at Urbana-Champaign, and is a licensed CPA and chartered global management accountant. She also received a certificate for leadership in sustainability management from the University of Chicago and is a Global Reporting Initiative certified trainer.

Christopher DrewAdrian Smith + Gordon Gill ArchitectureDirector of Sustainability

Christopher is an internationally recognized and awarded environmental scientist and sustainability manager. He is unique to the architecture profession in that he brings an understanding of the relationships of the built environment with the natural environment and urban ecosystems through almost 20 years working as an environmental specialist with 10 of those years working as a sustainability manager. Prior to joining AS+GG in 2009, Christopher was the department manager for sustainability at Masdar City, Abu Dhabi, a project widely considered the most sustainable large community development project in the world. He helped develop all aspects of Masdar City’s sustainability strategy, sustainability management systems, and key performance indicators for design, construction, and operation. Prior to Masdar, he was the environment and sustainability manager for the Abu Dhabi Airport Expansion Program, which was the largest airport project in the world at the time. He holds a BSc in zoology/animal biology from the University of Liverpool and a PhD in desert ecology from the University of Stirling.


Jamie VarkeySpecialist Leader Deloitte Advisory [email protected]+1 214 840 7944

Jamie has over 15 years of legal, engineering, and compliance experience working with federal, state, and local regulators to conduct assessments in the areas of risk, compliance, and forensic investigations; M&A due diligence; and financial statement analyses. Jamie’s area of experience lies in construction litigation, construction management, environmental liability and asset retirement obligation assessments, environmental, health and safety audits and regulatory compliance matters. Prior to practicing construction litigation in New York and New Jersey, Jamie was employed as an engineer for various engineering firms in Boston and New York, where she was involved in large-scale construction projects, including the “Big Dig” in Boston and the construction of New York City Water Tunnel No. 3. She holds a BS in civil engineering from Northeastern University and a JD from St. John’s University School of Law.


Kate WieczorkSuperintendentStructure Tone

Kate is a seasoned practitioner with a unique blend of consulting and construction management experience. She a superintendent with Structure Tone, a leading global construction management company. Kate manages the build-out of interiors for corporate clients with projects ranging up to 75,000 square feet. She specializes in open office space designs and has worked with multinational investment management and digital marketing clients. Kate also is a Deloitte alumna, having worked on a variety of strategic and operation assignments with Deloitte Consulting. She holds a BBA in finance from James Madison University and a master's in civil engineering from Clemson University.

General SessionThe future of US infrastructure under the new Trump administration

The Trump administration is developing a plan that will increase the US investment in infrastructure by an additional $1 trillion over the next decade, with a focus on ports, airports, pipelines, bridges, highways, and water facilities. The plan anticipates leveraging a modest government investment with mostly private capital by using public-private partnerships and other innovative procurement mechanisms, combined with reducing bureaucratic obstacles to accelerate project delivery. The whole package remains to be developed as Congress will ultimately write the bill that arrives on the President’s desk. Come hear about the latest status of these efforts and what it might mean for real estate and construction (RE&C) companies.

Avi Schwartz PrincipalDeloitte Advisory LLP [email protected]+1 646 505 9106

Avi has more than 20 years’ experience working in the construction industry and advising owners of major capital construction projects. He routinely conducts management and financial controls assessments of significant capital projects with a goal of improving performance and mitigating strategic and operational risks. While his clients have included a range of Fortune 500 companies, Avi maintains a special focus on large-scale public sector construction and infrastructure projects, integrating leading practices from public, private, and global entities so that public sector projects can be built better. He received a BS in mechanical engineering from Binghamton University and an MBA in operations management from Baruch College, City University of New York.


Jim Ziglar, Jr. Specialist LeaderDeloitte Advisory [email protected] +1 571 882 8661

Jim leads Deloitte Advisory’s US Infrastructure Procurement and Advisory practice, where he focuses on advising government and private-sector entities on the structuring, execution, and operation of major infrastructure transactions, including public-private partnerships, project financings, and project finance loans. He has extensive experience in the transportation, energy, and social infrastructure (government facilities) sectors. Jim has 23 years of experience in US municipal finance, project finance, strategic consulting, and marketing and CRM consulting. He received a BA in economics from Yale University and an MBA in finance and strategic management from the Wharton School of the University of Pennsylvania. In addition, Jim is a Series 24 Registered Securities Principal, and a Series 7, 63, and 79 Registered Representative with FINRA.


General SessionE&C: Doing business around the world

Jean-Paul LoozenPartnerDeloitte Advisory Brussels [email protected]+ 32 2 639 49 40

Jean-Paul is a partner with Deloitte Belgium, where he has held a series of positions of increasing responsibility for more than 30 years. He created the real estate and construction industry program in our Brussels office, and served as international real estate industry leader for Deloitte Europe, Middle East & Africa (EMEA) from 2006 to 2014, and has served as international real estate advisory services leader for Deloitte EMEA since 2014. Jean-Paul graduated from the Solvay Business School of the University of Brussels with a degree in business administration. In addition, he has served as professor and academic director the post graduate program of professional real estate at Brussels University, and is teaching in the university’s postgraduate programs in Ho Chi Minh City and Hanoi.

The desire for high quality and cutting-edge design is providing more opportunities for American E&C firms overseas. In this session, a mixed panel of Deloitte professionals and E&C C-suite executives will provide insights into doing business abroad. Local country experts from Canada, the United Kingdom and continental Europe will address local trends, discuss regulatory and tax issues, and share firsthand experiences on the challenges and opportunities of going global.


Brock SchroederManaging [email protected]+1 403 879 1271

Brock is the managing director of Entuitive—a structural engineering and building envelope consulting firm with projects across North America and around the world. With nearly 20 years of industry experience, he is responsible for leading the firm’s strategic growth and overall operations. He helped lead the firm’s rapid growth from three employees in a single office six years ago to its current size of 200 employees across offices in Canada, the United States, and the United Kingdom. Brock’s award-winning portfolio of projects spans the commercial, cultural, institutional, retail, and healthcare sectors and include The Bow and Brookfield Place (the two tallest buildings in Western Canada) and Calgary’s highly anticipated New Central Library. Brock is a registered Professional Engineer (P.Eng) in Alberta, Saskatchewan, British Columbia, and Nova Scotia, and also has LEED®AP certification. He is an active member of the Calgary Stampede Board’s Strategic Agriculture Committee. He holds a BS in civil engineering from the University of Calgary.


Jeff Steinberg PartnerDeloitte Tax [email protected]+1 312 486 4203

Jeff has over 21 years of experience serving large multinational corporations, private equity and mid-size companies with respect to mergers and acquisitions, corporate and international tax matters. Jeff currently leads the Chicago international tax practice. He spent two years in the Washington National Tax Group with a concentration on subchapter C taxation, and with particular emphasis on taxable and tax-free mergers and acquisitions. Jeff now specializes in international taxation issues such as: international restructurings, international fund structuring; cross-border planning; effective tax rate management; and foreign earnings repatriation techniques. He also has significant experience in US corporate and multistate tax planning, income tax provisions and tax compliance. Jeff has a BS in accounting and a MA in taxation from the University of Florida.


Mark StephensonPartnerDeloitte Tax [email protected]+44 161 455 8290

Mark is an international tax partner based in Manchester, United Kingdom. He has been with Deloitte for 24 years and advises multinational groups. Mark has extensive experience with international planning and restructuring, practical transfer pricing solutions, and corporate M&A. He received an MA from the University of Oxford.

Bessy Triantafyllos Partner Deloitte Tax [email protected]+1 416 874 4425

With over 15 years’ experience, Bessy has led a number of tax engagements for some of Deloitte Canada’s most significant engineering clients. She has advised on a variety of Canadian and international taxation issues, including acquisition/divestiture strategies, cross-border expansion, alternative financing arrangements, and executive compensation. Bessy has a BBA from York University in Toronto as well as a master’s in taxation from the University of Waterloo.

Terri LaRaePartnerDeloitte Tax [email protected]+1 612 397 4605

Terri is the tax managing partner for Deloitte’s Minneapolis office as well as national leader of Corporate Tax Reform Advisory Services. She works closely with Deloitte’s Washington National Tax and Tax Policy group to identify client issues and potential planning considerations. Terri has more than 30 years of tax experience and serves multinational clients in several industries. Terri is an honors graduate from the University of Minnesota, Twin Cities, and holds a master’s degree in business taxation.

After more than 30 years, we may finally have tax reform in the United States. In this session, we will explore the more likely tax proposals and their application to E&C firms. The varied proposals and turbulent political environment have inspired some firms to engage in scenario modeling and contingency plans while others sit back and wait. You will learn what others are doing, see how some of the popular scenarios may play out, and hear perspectives from your peers. Topics to include federal, international, multistate, and individual taxation.


Breakout SessionTax reform: Deep dive on the application to E&C


Michael A. Loskove Managing DirectorDeloitte Tax [email protected]+1 312 486 2026

Michael is a managing director in Deloitte Tax’s Global Employer Services (GES) practice. Michael functions in a national role within Deloitte Tax as the liaison for the global GES practice regarding U.S. tax technical and quality matters impacting our clients. He is responsible for monitoring and analyzing new legislation to determine its impact to international assignees, and is a resource to respond to complex technical questions for the practice personnel. Michael specializes in two areas, primary being international tax planning and reporting for multinational companies with international personnel, and secondarily being personal financial and income tax planning for high net-worth families/corporate executives. He received his bachelor’s degree from the University of Illinois at Chicago and his law degree from IIT Chicago – Kent College of Law.

Rob MasseyPartnerDeloitte Tax LLP [email protected] +1 415 783 6386


Zack PaulsenSenior ManagerDeloitte Tax [email protected]+1 312 486 3222

Zack has 10 years of experience with Deloitte, specializing in federal C corporation, S corporation, and partnership tax compliance and consulting for companies of all sizes, public and privately-held. His experience includes managing several large tax engagements, including coordination with Deloitte’s multistate and international tax service lines. Zack serves a variety of clients, including companies in the construction and manufacturing industries. He regularly assists clients on special projects, including mergers and acquisitions, federal tax due diligence, and accounting for income taxes. He received a bachelor’s degree in accounting from Illinois Wesleyan University.

Jeff Steinberg PartnerDeloitte Tax [email protected]+1 312 486 4203

Jeff has over 21 years of experience serving large multinational corporations, private equity and mid-size companies with respect to mergers and acquisitions, corporate and international tax matters. Jeff currently leads the Chicago international tax practice. He spent two years in the Washington National Tax Group with a concentration on subchapter C taxation, and with particular emphasis on taxable and tax-free mergers and acquisitions. Jeff now specializes in international taxation issues such as: international restructurings, international fund structuring; cross-border planning; effective tax rate management; and foreign earnings repatriation techniques. He also has significant experience in US corporate and multistate tax planning, income tax provisions and tax compliance. Jeff has a BS in accounting and a MA in taxation from the University of Florida.


Vamsi Andavarapu Senior ManagerDeloitte Consulting [email protected]+1 281 851 6473

Vamsi has seven years of experience leading large-scale global technology end-to-end ERP transformations. He is a “cloud evangelist” delivering on both strategic and tactical issues in project-centric organizations across all industry verticals. Vamsi leads many Oracle Cloud initiatives towards building “go to market” solutions for E&C companies. In addition, he has expertise in global multicountry large-scale deployments across all process capabilities for both project and non-project-based organizations. A certified management accountant and chartered accountant, Vamsi received his bachelor’s degree in commerce from Andhra University in India.

Breakout SessionERP: Can’t live with it, can’t survive without it

Why does ERP continue to challenge organizations in so many ways? In this session we will discuss the use, impact and future of on-premise ERP. We will explore challenges, user adoption, usability, integration with mobile, reporting, and upgrade cycles. We will review stories of success and letdowns and the lessons learned in the process. We will discuss the views of Oracle and SAP as to the future of on-premise and review the latest in functionality changes too.


Veronica LubatkinExecutive Vice President and CFORailWorks Group, LLC.

Veronica Lubatkin is executive vice president and chief financial officer of RailWorks Construction, a leading provider of track and transit systems construction and maintenance services throughout North America. She is responsible for finance and accounting, risk management, information technology, and human resources. During her tenure at RailWorks, Veronica has championed significant change across the business, including the implementation of an enterprise resource planning system that integrated more than a dozen previously independent systems. Prior to joining RailWorks, Veronica served as EVP and CFO for Par Pharmaceutical Companies, Inc., and held management positions with Schering-Plough Corporation. A CPA, she began her career at Arthur Andersen, LLP and holds a BS in accounting from Pace University.


Holly HambyManaging DirectorDeloitte Tax [email protected]+1 713 982 2830 With more than 22 years’ experience in tax, finance, and IT, Holly helps clients automate tax systems and processes to enhance ERP systems and tax exposures. She has worked with oil and gas companies throughout the supply chain, including upstream, downstream, midstream, and oilfield services, and brings an understanding of the tax footprint associated with each. Holly advises clients on the taxation of direct taxes (such as fixed assets and ERP reconciliations) and indirect taxes (such as sales, use, VAT, fuels, and excise taxes). She received a BS in accounting from Texas A&M University, is a CPA, and is Vertex certified.

Jim BrantManaging DirectorDeloitte Audit [email protected]+1 513 784 7348

Jim has more than 23 years of experience advising and serving a variety of clients in the real estate, construction, hospitality, and manufacturing industries. He also serves venture-backed clients within the emerging growth market and private-equity-owned businesses with a variety of complex capital and ownership structures. In addition, Jim serves as the firm’s deputy real estate industry professional practice director over E&C. His focus in this national role includes identification and enhancements to the services Deloitte delivers to existing and prospective clients, and determination of how future changes in the regulatory and business environment will impact the real estate and construction industry. Jim earned a BS in accounting from the University of Kentucky.

FASB’s new lease accounting standard, ASU 2016-02, Leases (Topic 842), which is effective for public companies beginning after December 15, 2018 and private companies the following year, will bring large-scale changes and challenges to the construction industry. With the anticipation of lease classification changing, companies must start now to identify the impacts to their organization and identify technology solutions to aid in the implementation of the standard. This session will provide an overview of the standard, as well as practical insights to navigate the implementation burden.


Breakout SessionFASB's new lease standard: Accounting and implementation insights

Clif MathewsPartnerDeloitte Advisory [email protected]+1 212 653 5554

Clif has 15 years of experience in public accounting providing assistance to SEC registrants in the understanding and application of US GAAP and SEC rules and regulations. A CPA, Clif is licensed in New York and Texas. His experience includes the operationalizing of accounting guidance; carve-out financial statements; purchase accounting and other acquisition reporting; SEC reporting, including Regulation S-X Rules 3-05, 3-09, 3-10, and 3-14, IPOs, discontinued operations reporting, and pro forma financial statements. Clif has worked with a number of E&C clients. He has a BBA in accounting from Louisiana College.


General SessionProtecting our critical infrastructure: A cyber security update

Despite all-time record high investments in cyber security, cyber criminals continue to successfully steal money, data, and impact our critical infrastructure. Join Deloitte, industry and law enforcement experts for a discussion on the latest cyber threats facing the E&C industry, and practical examples of how to start tackling the cyber challenge for your company.

Barbie BigelowSenior Vice President and CIO Jacobs Engineering Group, Inc.

Barbie is senior vice president and chief information officer at Jacobs Engineering, one of the world’s largest engineering, architecture, construction, operations, and maintenance firms. As CIO, Barbie drives innovation across the company and oversees all aspects of the global Information Technology organization. With more than 30 years of experience leading business operations, driving innovation, and building high-performance teams, Barbie leads a global team that delivers innovative solutions and optimal IT support for global IT operations. Prior to joining Jacobs, Barbie created B Better Technology Partners, helping organizations navigate cyber risks and accelerate innovation. Barbie earned her MS in computer science from the University of Tennessee.


Sharon ChandPrincipal Deloitte Advisory LLP [email protected]+1 773 294 6430

Sharon is a principal with Deloitte’s Cyber Risk Services practice, helping critical infrastructure providers be secure, vigilant and resilient. Ms. Chand is a Certified Information Systems Security Professional with more than 20 years’ experience in designing, implementing, and managing cyber risk solutions for global clients. Sharon leads teams focusing on the power and utility industry, delivering cyber risk solutions as well as regulatory compliance to the North American Electric Reliability Corporation Critical Infrastructure Protection standards. She brings deep experience in policy and risk governance implementation, cyber threat monitoring, vulnerability management, identity and access management, cyber risk strategy, and data protection. Sharon holds a bachelor’s degree in electrical engineering from Purdue University.


Todd M. CarrollAssistant Special Agent in ChargeFederal Bureau of InvestigationChicago Office

Todd M. Carroll serves as the ASAC of the Chicago Violent Crimes Branch. He has served as the Intelligence Operations Branch and Counterterrorism ASAC while in Chicago since 2013. Previously, he served as an Assistant Inspector in the Inspection Division. Mr. Carroll entered duty with the FBI in 1998 and was assigned to the Washington Field Office working Counterterrorism matters. He was promoted in 2003 as a Supervisory Special Agent (SSA) with the Critical Incident Response Group/Rapid Deployment Logistic Unit. From 2006 to 2011, he was assigned as the SSA over the Cyber program in the Chicago Field Office. He earned a Bachelor of Science in Law Enforcement Administration from Western Illinois University and a Master’s of Science in Cyber Security from University of Maryland, University College in 2012. He holds three Global Information Assurance Certifications in information and cyber security. He currently oversees all violent crime and crimes against children investigations in Chicago and the violent crimes/gang squads in all four of the Chicago’s Resident Agencies. Prior to joining the FBI, ASAC Carroll was a police officer in Oakland, California and Western Springs, Illinois.

Eric Andreozzi Managing DirectorDeloitte Advisory [email protected]+1 704 333 0518

Eric is head of Deloitte Corporate Finance LLC (DCF)’s E&C efforts. Prior to joining DCF, Eric served as a managing director and co-founding partner at McColl Partners, LLC. There he served as co-head of the firm's Infrastructure & Industrials Group. Eric’s transaction experience includes buy-side and sell-side assignments within numerous sectors of the infrastructure, industrials, and business services industries, including energy services, building products, commercial services, consulting, database services, education and training, printing and packaging, and rental services. He holds a BA in finance from the University of Rhode Island and an MBA from the University of North Carolina at Chapel Hill.

General SessionM&A trends and drivers

Engineering and Construction firms looking to grow are increasingly turning to M&A. This session will start with a discussion of E&C M&A trends as well as key takeaways from the M&A workshop, which will be followed by a panel discussion of M&A best practices.


James Mark Andrews Managing DirectorDeloitte Consulting [email protected]+1 215 789 2757

With more than 30 years of consulting experience, including 17 with Deloitte, Mark has assisted more than 200 companies with a variety of IT-related initiatives. Over the past decade, he has figured prominently in Deloitte’s M&A Transaction Services practice, providing IT assessment and process improvement services for more than 500 transactions. Mark’s broad industry background includes E&C services, consumer business, technology, manufacturing, media, and financial services. As the leader of Deloitte’s IT Due Diligence practice, Mark has participated in transactions involving clients and targets from the United States, Canada, Central and South America, India, Japan, and China. A graduate of Tulane University, Mark has a BA in engineering and an MBA in management science and international business.

Bruce K. Gribens Partner Deloitte Tax LLP [email protected]+1 415 783 5959

Bruce has more than 25 years of professional experience in public accounting, specializing in corporate organizations and restructurings, tax controversy, and tax shelter compliance. Over the past 11 years, Bruce has served leading private equity investment firms and corporate acquirers in structuring acquisitions and performing due diligence reviews. Bruce currently serves as the national leader of Deloitte’s Divestiture Services tax practice, which supports organizations with all tax-related aspects of divestitures, spinoffs, and line of business/division sales. He holds a BS in accounting and management from Northeastern University and a JD from Suffolk Law School.


Bryan JohnsonSenior ManagerDeloitte Advisory [email protected]+1 617 437 3657

Bryan has extensive experience providing merger and acquisition support to corporate and private equity buyers and sellers. Bryan is recognized as a specialist in E&C and his experience with transactions in these industries includes general, specialty, and self-performing contractors as well as design and engineering firms. Prior to joining Deloitte, Bryan served as the controller of a Boston-based construction contractor and has significant government contracting experience. Bryan is a licensed CPA in the state of Massachusetts, and a member of the AICPA and the Massachusetts Society of CPAs. Bryan is a graduate of the University of Richmond where he received a BS in Business Administration, Accounting.

Robert StrahleSenior ManagerDeloitte Advisory [email protected]+1 212 436 7439

Rob is a senior manager in the New Jersey office of Deloitte Financial Advisory Services LLP’s E&C Consulting practice. He has over 25 years of experience in the engineering, construction, and environmental industry, both internationally and in North America. Rob is a registered professional engineer and prior to joining Deloitte, Rob spent 18 years with engineering and construction firms as an engineer, project manager, and program manager. Rob has extensive experience in the resolution of construction disputes, preparation of construction claims, and provision of litigation support. He also performs external audit specialist support, merger and acquisition support, construction cost assessments, construction fraud and forensic investigations, contract closeout assessments and cost recovery actions, unforeseen site conditions, change orders, and advisory services on capital programs/program management offices. He received a BS degree in civil engineering from Virginia Tech.


Todd WilsonManaging DirectorDeloitte Advisory [email protected]+1 312 486 3892

Todd is an accounting managing director with Deloitte’s M&A Transaction Services practice. He has more than 30 years of experience with the firm, including more than 17 years as a dedicated M&A specialist. Todd has extensive transaction experience in advising financial and strategic buyers on due diligence, accounting structuring, and financial reporting aspects of transactions in the infrastructure, construction, and energy industries. He also has worked on wide array of deals for both strategic and private equity clients. He received a BS in accounting from Purdue University.


Notes

71 2017 Engineering and Construction Conference | Program guide73 2017 Engineering and Construction Conference | Program guide

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Copyright © 2016 Deloitte Development LLC. All rights reserved.

About DeloitteDeloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.

Copyright © 2017 Deloitte Development LLC. All rights reserved.

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