6th Annual
Construction Audit & Cost Control
Best Practices Round Table and Workshop 

Nov. 6-7, 2017
Dallas, Texas

This two day interactive workshop builds upon and further develops concepts introduced in our core courses. 

Anyone responsible for auditing construction activity and/or managing construction projects will benefit from this workshop. 


List of Presenters | Learning ObjectivesNetworking | Registration | CPE | Who Should Attend | Venue | Workshop Facilitators | Reviews


A Few Seats Still Available    

 

Course Level: Advanced

CPE Hours: 16
 
Host:  Mr. Rich Townsend - R. L. Townsend & Associates, LLC

Workshop Facilitator:  Mr. Courtenay M. Thompson – Courtenay Thompson & Associates

This workshop is designed for seasoned construction audit and cost control professionals.  Attendees will share practices that work, their successes and failures.  The Workshop will include presentations as well as discussions of current challenges and opportunities.  Presentations will include: 

·         Construction Audit Update

·         Construction Fraud Update

·         Current Observations of “Subtle Fraud” Against Construction Owners

·         Managing Subcontract Change Order Pricing

·         Building Proactive Forensic Auditing

Expert Presentations Including:

  • Nuances of Fraud - From a Legal Perspective
     -  That's not fraud, is it?  
         An overview of legal fraud.

     -  How do I know what to look for?  
         Specific examples of fraud in construction (and evidence from actual fraud cases)

     -  Is he going to jail?  
         Fraud in private versus public projects

     -  Can't we work this out?  
        Dispute resolution when dealing with fraud, how the auditors can save the day and working with the lawyers in general.
    Gregory Smith - King & Spalding, Atlanta GA

  • Construction Management Controls for a Seamless Audit
    A contractor's perspective on working with owner auditors.
    Sean Stevens  - Bartlett Cocke, Austin TX

  • Auditing Insurance Programs - What the Insurance Underwriters Don't Do
    James Miller - Baker Tilly, Charlotte NC

  • Building a Forensic and Compliance Team

  • Managing Subcontract Change Order Pricing

  • What's New in Construction Fraud
    Courtenay Thompson - Courtenay Thompson & Associates, Dallas TX

 Attendees and Presenters will Share: 

·         Current Experiences

·         Highest Impact Audit Results

·         Construction Auditing Strategies & Tactics

·         Proactive Auditing & Cost Control

·         Current Trends in Construction Management

·         Practical Approaches to Enhancing the Cost Control Culture

·         How To Develop Effective Construction Auditors & Auditing

How the workshop program is developed:  The agenda is developed from our own experiences in construction costs and fraud, and through research into recent developments related to troubled projects and litigation.  Discussions and interviews with past attendees and others help identify topics that provide the most “how to” benefit.  Attendees will be sent questions and topics in advance to encourage sharing.

Why are we doing this Construction Cost Control & Audit Best Practices Workshop?

For over 20 years we have provided training to assist owner organizations audit and control construction project activity.
Our core courses include:

  • Effective Auditing of Construction Activity
  • Controlling Construction Costs
  • Construction Fraud: Detection, Prevention & Response

Over the years our seminar customers have continually requested a seminar/workshop program that would afford our seminar alumni “advanced” learning opportunities.

 Who Should Attend

  • Anyone responsible for controlling and/or auditing  construction costs
  • Anyone responsible for managing construction activity
  • Anyone responsible for investigating suspected fraud in construction activity
  • Anyone experienced in construction contract administration and/or construction audit
  • Chief Financial Officers or Controllers

Participants will Learn

  • Tips for establishing and enhancing effective construction auditing.
  • How to better deal with your own management.
  • New insights into preventing excessive overcharges.
  • Problems and best practices related to construction contracting.
  • Mitigating risk associated with lump sum contracts and change orders.
  • Trends in owner accountability for safety-related failures.
  • How to improve contract audit practices and right to audit provisions.
  • Myths and misconceptions about owner auditing of construction projects.  

Informal Networking Opportunities

  • A 60 to 90 minute reception after the first day of the workshop will be held.
  • Breakfast will be provided each morning of the seminar
  • Mid-Morning and Mid-Afternoon refreshment breaks will be provided 
  • Lunch will be provided for the group both days of the workshop

Reviews from Workshop Participants 

"I enjoyed the presentations immensely.  Each presenter added value and a different point of view.  I felt that I picked up many new issues to look for."  

"Enjoyed the variety of presentations."

"Instructors are very interactive and provide/share great examples for every topic."

Program Fee

$1,295 Regular Registration Fee

Registration FEE is payable to:
Construction Audit & Cost Control Institute, Inc. 
3941 Legacy Drive, Suite 204 #218A, Plano, TX 75023

Registration FEE may be paid by check, MasterCard, Visa or American Express

Register:

Register On-Line:   Click here to register on-line  

Register by FAX or Mail:  Download Faxable Registration Form

Register by Telephone:   Call Marie Jones at (254) 736-0309

Register a Group:  Contact Marie Jones through the chat box (bottom right of screen) or E-mail marie.jones@caacci.org

Program Schedule

Monday:   8:30 am - 5:00 pm
Tuesday:   8:30 am - 5:00 pm

  • Continental Breakfast will be provided Monday and Tuesday mornings
  • Lunch will be provided Monday and Tuesday at noon.
  • We will host a short "networking reception" after the meeting on Monday evening

Cancellation and Refund

Enrollment is limited to assure maximum opportunity for participation and exchange of ideas. Substitutes will be accepted until the program starts. Cancellations will be accepted up to 14 calendar days prior to program start without incurring a $95 late cancellation fee. Full fee is charged for failure to attend when enrollment has not been canceled 14 days prior to the scheduled meeting. Contact Lynn Runyon at Courtenay Thompson & Associates, 214-361-8346 or lynn@ctassoc.com

CPE

All participants are eligible to receive up to 16 Continuing Education Credits (CPE’s) to fulfill professional accreditation requirements. Field of Study: Auditing. Course Level: Advanced. Group-live, no prerequisites or advanced preparation required. For information regarding CPE, complaint, or program cancellation, please contact our office at 214-361-8346.


Courtenay Thompson & Associates is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

Accommodations

         
Marriott at Legacy Town Center                                                  The Shops at Legacy

Dallas/Plano Marriott at Legacy Town Center
We have blocked a limited number of rooms at the Dallas/Plano Marriott at Legacy Town Center that will be available at the group rate of $199.00 plus tax per night.

Surrounded by scenic parks and water features, The Dallas/Plano Marriott at Legacy TownCenter is a luxurious Plano hotel conveniently located within walking distance to upscale shopping, fine dining and entertainment.  

Click here for a  Marriott Detail Sheet listing services and amenities, fitness and recreation (nearby golf courses), local attractions and dining.

NOTES:  
- Our group rate is only guaranteed until October 15, 2017.
- Our group rate will be available for a limited number of rooms for the nights of November 5, 6 and 7.
- Most of our attendees stay at the hotel for two nights and a few opt to stay over a third night.
- If you have any problems making reservations for the nights you would like to stay at the hotel, please let us know and we will check with the hotel to see if they can accommodate your stay.

Call 1-800-228-9290 and use group code:  Construction Audit & Cost Control Institute

Online Reservation Link:

Book your group rate for Construction Audit & Cost Control 

www.marriott.com 

Venue

The seminar classes will be held at the Dallas/Plano Marriott at Legacy Town Center

7121 Bishop Rd, Plano  TX  75024

Click Here for Directions

Workshop Facilitators

Rich Townsend

Rich Townsend is CEO of the consulting firm R. L. Townsend & Associates, Inc., which provides construction audit and cost control consulting services for Owner organizations in the United States.

Mr. Townsend is a Certified Construction Auditor (CCA), a Certified Internal Auditor (CIA), and a Certified Public Accountant (CPA). He is a graduate of Waynesburg College (Waynesburg, Pennsylvania) where he obtained a Bachelor of Science Degree with a major in accounting.Rich Townsend is CEO of the consulting firm R. L. Townsend & Associates, Inc., which provides construction audit and cost control consulting services for Owner organizations in the United States.

For over 20 years, Mr. Townsend has been providing professional development training for Owner auditors and Owner construction management representatives for a wide variety of organizations and industries throughout the United States and Canada.  His seminars entitled "Controlling Construction Costs"  and "Effective Auditing of Construction Activity have been presented in affiliation with Courtenay Thompson & Associates.

Courtenay Thompson 

Mr. Courtenay M. Thompson is a recognized authority on fraud-related training for internal auditors, management and investigators. Since entering the educational consulting field in 1981, he has written and presented courses for corporations, government and professional associations worldwide.

He is the co-developer of courses on audit and control of construction costs, and has developed and presented courses on purchasing fraud and contract auditing. His courses are known for providing practical approaches to real problems.

Mr. Thompson's experience prior to consulting includes public accounting, audit supervisor for consumer financial services for a large retailer, and director of auditing for a life insurance company.  Mr. Thompson received his BBA and MBA degrees from Southern Methodist University and is a Certified Public Accountant. He is a member of various accounting and auditing professional associations.

Seminar Developers

R. L. Townsend & Associates, Inc. and Courtenay Thompson & Associates have jointly developed our professional development training seminars related to construction cost control and audit.



Subscribe to our Newsletter!
Enter your Email Address

  Upcoming Seminars:







 


Construction Audit & Cost Control Institute, Inc.
3941 Legacy Drive - Suite 204 #218A  Plano, Texas 75023

Have Questions or Need Assistance?
Call Marie Jones at (254) 736-0309 or
Rich Townsend at 972-679-6762 or via e-mail at
info@caacci.org

 

 

Membership Management by Memberize™
© 2001-2017 Hill Country Technologies, LLC. All rights reserved.
 
Your session is about to expire...
Login Required
Admin Order Form