CFMA Lunch Meeting -- Construction Financial Reporting for Bankers & Sureties

When:  May 22, 2014 from 12:00 PM to 1:30 PM (PT)
Associated with  Sacramento, CA

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CFMA Lunch Meeting

Preparing Financials for Sureties and Banks: A Panel Discussion

Thursday, May 22, 2014 (12:00 PM – 1:30 PM)

Marriott, Rancho Cordova • 11211 Point East Dr., Rancho Cordova, CA 95742


What financial information do sureties and banks really need from your construction business? Join us for this panel discussion to find out! Our experts will answer your questions about current surety and banking concerns, and share their advice for improving your financial reporting, insurance rates and bonding capacity. This workshop is geared toward owners, business development personnel, CFMs and other industry professionals, such as safety officers, project managers, superintendents and engineers. Discover what you need to know about financial statements, cash flow, contracts and other surety and bank-related considerations.


• An overview of today’s banking & surety concerns

• Financial reporting do’s and don’ts

• Creditable communications between the office and field

• The importance of bank & surety relationship building

• Cash flow, projections, forecasting & contract reviews

• Know your assets (FMV, depreciation, discounts)

• Know your covenants – and when you might breach them

• Qualitative considerations when choosing a bank or surety

• Buy/Sell agreements & family ownership transitions



Todd Lewis, Chief Financial Officer (CFO)

Tricorp Hearn Construction


Noli Snobar, Audit Partner

Brown Fink Boyce & Astle, LLP


Jim Walden, Principal

Walden Consulting, LLC


Jason Hartmann, Senior Vice President

Five Star Bank


Kurt Schmal, Managing Director

Travelers Bond / Travelers Insurance




Chicken prepared with spinach, white wine, artichoke hearts and mushrooms, served with rice pilaf and fresh seasonal vegetables.



Download the Flyer


Marriott Hotel - Rancho
11211 Point East Dr.
Rancho Cordova, CA 95742

Pricing Information

Registration Regular Late
CFMA-Member $50.00 $60.00
Non-CFMA-Member $60.00 $70.00