Description

Controllers Council & CFMA Joint Meeting
Thursday, April 25, 2024
Hilton Garden Inn,1325 Dickenson Avenue, Ames, IA 50014
Special interest to Controllers, CFO’s, Owners, Vice-Presidents, Estimators and Office Managers

8:30 am              Welcome/Opening Remarks – Brian Willem, United Contractors, Inc.

8:40 -9:45 am    “Income and Sales Tax Planning Opportunities” – Jim Beal and Todd Hendricks with RSM US LLP will discuss a current federal and state legislative update, current tax incentives, and planning considerations for tax law changes on the horizon. This session will also cover current sales tax opportunities and risks in the construction industry within Iowa and surrounding states. Come prepared with your questions!

9:45 – 10 am     Break

10 -11:30 am     “Captive Insurance Programs” – David Johnson, ARM, CPCU, Innovative Captive Strategies -Join us for a brief overview of group captive insurance and how companies are using this business strategy to stabilize their costs and complement their long-term business goals.

12:00 – 12:45     Lunch & Networking

12:50 – 2:00 pm “Economic Update” – M. Randolph Westlund, CFA, Executive Vice President, Chief Investment Officer, Quad City Bank & Trust  

2:00 – 2:15 pm    Break

2:15 - 4:00 pm    Round Table Discussion