2024 AEC Symposium

2024 AEC Symposium

Please join us for our Annual Architectural, Engineering, and Construction (AEC) Symposium happening May 23rd, 2024. We are hosting a full day of speakers and lunch at the Fredericksburg Convention Center in Fredericksburg, VA. The symposium will qualify for 3 hours of CPE and we hope you will join us after the symposium for a baseball game at the Fredericksburg Nationals Stadium.

What to Expect:

• Cutting-Edge Insights: Stay ahead of the curve with the latest trends, challenges, and opportunities in the AEC sector.
• Expert Speakers: Learn from industry leaders and subject matter experts who will share their knowledge and experiences to empower your organization.
• Professional Development: Enhance your skills and stay informed about regulatory changes that impact your organization.

Don’t miss the chance to be part of this enriching experience. Stay tuned for updates as we build an agenda filled with valuable insights for AEC organizations. Together, let’s navigate the future of AEC excellence!

This symposium qualifies for 3 hours of CPE.

Please RSVP by May 15th

Register Now

Details for the Day

Room Block

Stay the night! Enjoy yourself at the baseball game and stay close to both venues. We have blocked off a limited amount rooms at Hilton Garden Inn in Fredericksburg just for you! Reserve your room here:

Speakers & Topics

Recent Tax Changes & Impacts

Kevin Branner & Wesley Elliott | YHB

Join us for key insights into navigating the current tax landscape effectively. This session will highlight essential tax adjustments, compliance requirement changes, and strategies for optimizing tax savings for AEC businesses. Empower your business with the knowledge to stay ahead, compliant, and financially astute in today’s challenging fiscal environment.

What’s keeping the construction industry up at night – and how to get some sleep!

PJ Turner & Kirk Sosebee | Gentry Locke

We will provide an update on recent legislative changes in Virginia, including pay-if-paid and prompt payment provisions, as well as a refresher on mechanic’s liens and payment bond claims. In addition, we will highlight a few risk management and contracting best practices, including limitations of liability, indemnity provisions, and compliance with contractual notice requirements.

Tax Incentives for AEC and Real Estate

Dave McGuire & Mike Hammel | McGuire Sponsel

In recent years tax law has changed drastically, whether it be the Tax Cuts and Jobs Act of 2017, or the Inflation Reduction Act of 2022, tax legislation is ever changing.  That said, hidden in many of these bills are incentives and deductions that AEC and Real Estate companies need to know about. From tax credits for Research and Development, to incentives for green building understanding these incentives are critical for AEC and Real Estate companies. In this presentation we will discuss these incentives as well as potential pitfalls.  Attendees should expect to learn about:

• How R&D Tax Credits affect Construction companies
• How to access Inflation Reduction Act incentives
• How cost segregation can be used as a tax planning tool

State of the Market & Economic Outlook

Zubair Khan | Glass Jacobson Wealth Advisors

This presentation offers an exploration of the latest dynamics shaping the U.S. economy and financial markets, specifically tailored for the Architecture, Engineering, and Construction (AEC) industry. Join us as we delve into pivotal trends and events influencing key economic indicators such as growth, inflation, interest rates, and stock market fluctuations. Discover insights that will not only inform but empower your strategic decisions in this evolving economic landscape.

Financial Foundations in Construction: Risks and Opportunities

Brandon Pulliam, McGriff | Greg Veirs, Travelers | Chris Jones, SW Rodgers

This panel session brings together a diverse group of financial experts from the AEC sector, including a Certified Public Accountant (CPA), a Bonding Agent, a Chief Financial Officer, and a Surety Agent. These industry veterans will delve into the critical financial aspects that uphold the construction industry’s success.

Attendees will gain insights into effective financial management strategies, risk assessment, and mitigation in construction projects. The panel will explore topics such as the importance of bonding in construction, the role of financial oversight in ensuring project success, and how to leverage financial tools to foster company growth and stability. Engage in a dynamic conversation, as our panelists share their experiences, best practices, and innovative approaches to overcoming financial challenges in the construction world. Whether you’re a seasoned professional or new to the industry, this discussion will equip you with the knowledge and strategies to navigate the complex financial landscape of the AEC sector.

Sponsors

McGriff – Lunch Sponsor

District Bonding – Baseball Game Sponsor

First Citizens Bank – Cocktail Hour Sponsor