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Fundamentals for Emerging Contractors: Fin. Statements, Invoicing, and What the Surety Wants to See




7:30 - 11:30 AM


Shula's Hotel & Golf Club
6842 Main St.
Miami Lakes, FL 33014


This half-day seminar is targeted for the Emerging Contractor who needs to understand the fundamental financial language of the construction industry.

Learning Objectives

  • What is the percentage of completion method ("PCM") and why is this the fundamental choice for reporting income in the construction industry
  • Understanding the pay application process so you can get paid
  • Understanding the documents the subcontractor will need to produce as part of the billing process
  • What changes are on the horizon for Contractors' financial statements
  • Understanding how the Surety views your financial statements
  • Understanding the importance of Job Costing
  • How to become a "best in class" Contractor
  • Understanding the benchmarking process


Michael Balter - Partner-in-Charge, Florida Region, Marcum LLP
Susan Fry - Corporate Controller, Altman Development Corporation
Rich Shavell - Shavell & Company, P.A.


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