Presenters | Learning Objectives | CPE | Networking | Accommodations/Venue | Fee
$150 Early Registration Discount Ends February 28, 2025 = $1,345 – REGISTER
This 2-day interactive Best Practices Roundtable Workshop is for the experienced Owner construction management professional and/or experienced construction audit professional who is looking to gain additional insight from other accomplished professionals.
We will be exploring the pros and cons of different construction contract language concepts, procurement approaches, project cost controls, and construction audit techniques. Learning points will be provided with examples.
During this event, workshop attendees will have the opportunity to interact with our featured guest presenters and other participants on a wide variety of construction cost control and audit best practices such as the following:
• How Owners, Contractors, and Construction Auditors can “partner” to achieve common goals for project success.
• How to fairly address potential “hidden fee” when requesting proposals and/or negotiating contract terms.
• How to work with your contractors so that both parties are treated fairly during contract negotiations.
• How to develop fair and balanced contracting practices to help get the best value for amounts spent on construction.
• How to audit contractor records to prevent, detect and/or resolve potential overcharges.
Learning objectives include Best practices for auditing and contracting for:
(a) conventional insurance.
(b) self-insurance.
(c) captive insurance.
(d) contractor-controlled insurance (CCIP).
(e) subcontractor default insurance (SDI).
(f) contractor self-performed work.
(g) contractor costs of pension plans.
(h) costs of employee stock pension/bonus plans.
(i) costs of conventional health insurance.
(j) costs of high-deductible insurance policies.
(k) contractor owned equipment charges.
(l) trade subcontracts and trade subcontract change orders.
(m) contractor and subcontractor charges from affiliated companies.
(n) contractor and subcontractor labor charges.
(o) trade contractor shop fabrication and shop overhead charges.
(p) contractor and subcontractor charges for IT hardware and software.
(q) pros and cons of converting cost-plus fee with GMP contracts to Lump Sum.
Our Guest Presenters will be making short PowerPoint presentations followed by time for interactive Q&A.
In addition, we are planning to intersperse facilitated roundtable open discussions on other questions and topics we will be adding to our agenda.
Earn 16 CPE Credits – Course Level: Intermediate
Who Will Benefit from this Program:
- Architects
- Attorneys
- CFO’s and Controllers
- Construction Audit Consultants
- Construction and Engineering Department Representatives
- Contract Administrators
- Cost Engineers
- Facilities Management Department Representatives
- Internal Audit Professionals
- Procurement Department Representatives
- Program Managers
Participants Will:
- Learn the latest best practices in use for construction audit and cost control
- Obtain an update on the trends in tools and techniques used for construction audit and cost control
- Explore specific case example results of current best practice construction audits
- Get your questions answered during Q&A sessions at the conclusion of each presentation
Roundtable Guest Presenters
We plan to have 10 to 12 industry leaders give short presentations on their current “best practices” followed by open discussion with the group.
[Click Presenter’s Name for Longer Bio]
Stephen Bacchetti
Director
Stephen leads Moss Adam’s construction advisory services team. He performs specialized review and audit services for construction projects and capital improvement programs, including risk assessments; internal controls, process reviews; construction contract audits; and construction bond performance audits. (Read more)
Vince Chapman
VP Audit & Contract Services
With over 37 years in the construction and construction auditing field, Vince has audited projects in every major city in the USA and also worked on numerous projects in Canada, Mexico, Africa and the Caribbean. (Read more)
Keith Hosmer
Director of Construction Audit Services
Keith is responsible for managing and growing the construction audit practice across the global client base. In 2022, his team completed audits of 64 projects ranging in cost between $5MM and $340MM totaling over $9B in spend under audit. (Read more)
Ashley Humphries 
Sr. Construction Auditor
R. L. Townsend & Associates, LLC
Ashley has worked for the firm for the last nine years and she has extensive experience working on construction audits of major construction projects for private and public universities, university healthcare organizations, public school districts, industrial, and real estate development. (Read more)
Marvin Johnson
Sr. Project Manager
Construction Management Partners, LLC
Marvin has amassed 35 years of construction management experience. His senior project management, operations, and construction audit expertise has contributed to the placement of over $3 billion of construction in the St. Louis metropolitan area and the surrounding Mid-West and South-East Regional markets. (Read more)
Patrick Reiser
Principal
With more than 15 years of experience. Utilizing services such as change order review, contract audits, payment application review, labor rate validation, and contract consulting, Patrick provides solutions to clients that deliver tangible value in the form of avoided costs. (Read more)
Debbie Townsend
President
R. L. Townsend & Associates, LLC
Debbie Townsend has managed construction audits at the firm since 2001. Effective January 1, 2012, she became the president and majority owner of R. L. Townsend & Associates and is responsible for the majority of the construction audit engagements currently performed by the firm. (Read more)
Rich Townsend
President
Construction Audit & Cost Control Institute, Inc.
Rich Townsend is President of the Construction Audit & Cost Control Institute, Inc. and Principal of the consulting firm R. L. Townsend & Associates, LLC, which provides construction audit and construction cost control consulting services to Owners. (Read more)
John Wisz
Founder & Principal
John is the founder and Principal of WiszCo, LLC., a firm that specializes in providing financial consulting services to the construction industry. Since 1986, John has managed, directed, and performed a wide variety of contract compliance audits relating to design and construction contracts. (Read more)
Chris Wolbrink
Founder & President
Chris has over 20 years of experience in construction, and construction financial control advisory, auditing and claims management. In 2015, Chris embarked on a new venture to develop SiteTraxx, and bring a new solution to the construction industry to help provide valuable data collection in one platform to stakeholders of all levels on construction projects. (Read more)
Informal Networking Opportunities Included:
- Breakfast will be provided each morning of the seminar
- Mid-Morning and Mid-Afternoon refreshment breaks
- Lunch will be provided for the group both days of the Workshop
- Networking Reception Tuesday following the meeting – appetizers and open bar
Program Schedule
Tuesday, May 13, 2025: 8:00 am – 5:00 pm
Networking Reception: Tuesday following the Workshop
Wednesday, May 14, 2024: 8:00 am – 5:00 pm
Program fee includes instruction, all program materials, first evening reception, breakfast and lunch each day and refreshment breaks.
Cancellation and Refund
If for any reason you cannot attend a seminar you registered for, please contact Marie Jones at 254-736-0309 or email [email protected]. If you notify us of your need to cancel before the scheduled event, we will be able to issue a refund or a credit, or transfer your paid registration to a future similar event.
CPE
All participants are eligible to receive up to 16 Continuing Education Credits (CPE’s) to fulfill professional accreditation requirements. Field of Study: Finance – Technical. Course Level: Intermediate. Group-live, lecture-style seminar; no prerequisites or advanced preparation required. For information regarding CPE, complaint, or program cancellation, please contact Marie Jones at (254) 736-0309 or Rich Townsend at (972) 679-6762 or email [email protected]. 
Construction Audit & Cost Control Institute (CAACCI) 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.nasbaregistry.org
Accommodations
JW Marriott New Orleans – New Orleans, Louisiana
Near the French Quarter featuring rooms with amenities and views of Canal Street.
Most of our attendees stay at the hotel for two nights and a few opt to stay over a third night.
We have arranged a group rate of $239/night plus tax for a limited number of rooms.
Our group rate is available until April 22, 2025, or until it is filled.
Make online reservations for JW Marriott New Orleans Using Our Group Rate
Or call 504-525-6500 For JW Marriott Amenities, Dining and Activities: www.marriott.com
Venue
JW Marriott New Orleans – 614 Canal Street New Orleans, LA 70130 Map Link
Registration Fee
Regular Registration Fee = $1,495
$150 Discount – Registrations received between 2-1-2025 and ending 2-28-2025
$100 Discount – Registration received between 03-01-2025 and ending 03-31-2025
Program fee includes instruction, first evening reception, breakfast and lunch each day and refreshment breaks.
Register Using the Form Below
$150 Early Registration Discount Ends February 28, 2025 = $1,345 – REGISTER
To Register by Telephone: Call Marie Jones at (254) 736-0309
- Your registration confirmation will be emailed to you after you register. If you do not see it in your Inbox, check your “Other” folders and add us to your email service list of “Safe Senders” to receive future emails containing seminar details.
- To Pay by Check: Select the option to “pay later” and we will email an electronic invoice.
- To Register a Group: Select the quantity in the form below.
- International Payments: must be made by credit card in advance of this seminar.
- Need Assistance with Registration: Contact Marie Jones through the chat box, call (254) 736-0309 or email: [email protected]
Click here for a copy of a W-9 for Construction Audit & Cost Control Institute, Inc.