Budget with a Beverage: Forecasting & Budgeting Lessons Learned

Jan 30, 2025 - 3:00 PM (ET) - virtual
Hosted by Philadelphia, PA

About this Event

About the Event:

Join us for a virtual panel discussion where construction industry experts share valuable insights on budgeting and forecasting. The panel features a general contractor, a subcontractor, and a CPA specializing in construction and real estate. Together, they’ll dive into real-world budgeting challenges, strategies for staying on track, and key lessons learned. Tune in from anywhere, enjoy a virtual “drink” with us, and walk away with actionable tips to enhance your project’s financial planning.

 

Fee:

CFMA Members - Free

Non-Members $30.00

 

Attendees qualify for 1 hour of CPE credits in Professional Specialized Knowledge (PA) and Accounting (NJ)

Featured Speakers

Panelists:

Ralph Estel, CPA, CCIFP 

Partner

EisnerAmper 

Ralph is a Partner in the Private Client Services Group with almost 20 years of experience providing accounting, consulting and tax services to real estate and construction clients

 

Matt Monzo

Chief Financial Officer

RJB Contracting, Inc.

Over 30 years of Construction Finance experience. Joined CFMA in 2004 and have chaired different CFMA committees and has served as an officer in different capacities Treasurer, Vice President and now the current President of the Philadelphia chapter. I have presented at both the CFMA Mid-Atlantic Conferences and CFMA National Conferences. 

 

Joseph I Gravenstine, CPA

Chief Financial Officer

National Glass & Metal Co., Inc.

Joe started his career with a Philadelphia Real Estate developer and since then has worked in public and private accounting. While in public accounting, his focus was providing attestation services to large and small construction contractors and as the leading financial professional of privately held construction companies, he has been responsible for all areas of financial compliance, developing financial plans and providing strategic insights. Joe has been a member of CFMA Philadelphia for over 20 years and is a presenter and mentor in its Leadership Accelerator Program.

 

Moderator:

Andrew J. Still, CPA, CFE 

Vice President

Conner Strong & Buckelew

Andrew specializes in commercial property and casualty insurance and is dedicated to helping businesses navigate complex challenges and protect their assets. Andrew empowers businesses with tailored insurance solutions that mitigate risks and secure their futures. Previously, Andrew spent 14 years in public accounting, focusing mainly in risk consulting and forensics. Beyond his professional work, Andrew served as a board member and board chair for the Young Professionals Council of the Philadelphia Chamber of Commerce and currently serves as Treasurer for the Legal Clinic for the Disabled and as the Philadelphia Community Ambassador for the Movember Foundation. 

 

 

Price

Members: Free
Non-members: Free

Register Now