Joe Gates
Boston – Joseph Gates, President of CFMA of Massachusetts, sent information on some of the events that are coming up for 2015. He emphasized that the meetings are open to the public.
February 10
“The Elements of Cash Flow and Getting Paid”
7:30 – 8:15 a.m., registration and breakfast; 8:15 a.m., program
Sheraton Hotel, 100 Cabot St., Needham
Presented by: Gregg Schoppman, principal and consulting manager-FMI
Master the major tasks of analyzing financial statements, tracking cash conversion periods, deciding when and if to borrow, keeping your working capital at adequate levels, and protecting your bonding capacity.
March 10
“Ethics and Crossing the Line:
An Insider’s View of the HealthSouth Fraud”
7:30 – 8:15 a.m., registration and breakfast; 8:15 a.m., program
Sheraton Hotel, 100 Cabot St, Needham
Presented by Weston Smith Former CFO, HealthSouth Corporation
In this session:
The corporate culture leading to fraud.
Mechanics of fraud and ways to discover them.
Visualizing financial and nonfinancial red flags of fraud.
Assessing the toll of fraud on the innocent.
How to protect yourself from the unethical conduct of others.
April 15
“R&D Tax Credits for the Construction Industry: A Washington Update”
Dean Zerbe of alliantgroup will update members of CFMA regarding both proposed and recent
legislation from Washington, D.C. relating to the R&D Tax Credit and Section 179D Energy Efficient
Buildings Tax Credit.
Many construction companies are unaware that the government offers generous research and
development (R&D) incentive programs. Other companies are aware of the R&D tax credit, but fail to
take full advantage due to misconceptions about the types of research and development activities that
qualify. The fact is that a broad range of common construction industry practices will qualify for the
credit under the Internal Revenue Code’s definition of R&D.
May 12
“Leadership”
The Chapter’s May and final meeting of the season has traditionally been when scholarships are
awarded to deserving students, and as such, the speaker for that meeting has been someone who has
been able to leave both award recipients and attendees with a unique message regarding the topic of
leadership.
Syndicated radio talk show host, journalist, and political columnist Howie Carr will lend
his insight and unique views on the topic of leadership. With examples from the context of the levels of
local, state, and federal politics, he will be sure to provide attendees with original and entertaining
observations and opinions.
