Everywhere we turn, echoes of “Me Too” reverberate. How can contractors
prevent workplace harassment and limit potential liability? Find out at this
interactive presentation, led by WSA Legal Counsel Tom Posey of Faegre
Baker Daniels. You’ll learn what does/does not constitute sexual harassment,
as well as employment policies and best practices to prevent harassment.
How should you respond to an employee complaint? Attend this important
session and learn how.
Implications of the New Tax Law for Contractorsmore
Changes to our tax laws will have a significant effect on contractors. What
will they mean to you? Don’t miss this important discussion, which will
address, among other things, what you can – and now cannot – deduct
as business expenses.
Millennials are changing the face of business, and they’re the next generation of
leaders for today’s contractors. What drives them? How can you identify, engage
and retain your company’s next influencers? Join WSA for this insightful, sometimes
humorous, and often shocking view into the Millennial mindset and the future of the
workplace. In this presentation, you will be introduced to the recruiting, retention,
management, and team-building techniques needed to engage the next generation
and create a productive, happy workplace for all generations.
Estimating Techniques for Current and Future Marketsmore
The most successful contracting firms are the one who have a “Vision” and
know the “Cost of Doing Work.” The plumbing market is consistently changing
due to owner needs, technology, new material/methods and innovative
construction practices, such as Leadership in Energy and Environmental
Design (LEED). Communication between management and the estimator is
essential. Upper management should be continuously monitoring the plumbing
industry market trends and working with estimators to develop the tools needed
to implement the plan. This session will focus on trends in estimating/markets
and fostering communication within your company.
The WSA/Local 130 Labor Agreement: Breaking It Downmore
Plumbers Local Union 130
Business Manager Jim Coyne, and WSA Legal Counsel Tom Posey, Faegre Baker Daniels
The current Collective Bargaining Agreement with Local 130 doesn’t expire until May 31, 2020. Do you know what it says? Some things in it might surprise you.
Here’s your chance to ask questions and get answers on the document that you
work under every day.
Dinner at Harbor House WSA has arranged for a private dinner for CEO Campers
at Harbor House, a ★ ★ ★ ½ restaurant as rated by the Milwaukee Journal Sentinel, and a Wine
Spectator Best of Award of Excellence winner since 2017.
Harbor House is a bright, spacious New England-style seafood restaurant Milwaukee residents and
visitors love, set on the shore of Lake Michigan. The restaurant offers a premier lakefront dining
experience and the freshest seafood flown in daily from both coasts. The interior features a threesided
bar, a raw bar, an open kitchen, and a private dining room available for special events and
parties. A seasonal outdoor patio features a full bar, Adirondack chairs and unparalleled views of
the lake, the Milwaukee Art Museum, and Milwaukee’s skyline.
TUESDAY OCT 30
Active vs. Passive Investment Management: Where Does Each Belong in Your Portfolio?more
Mike Slonek, Strategic Capital Investment Advisors, Inc.
When it comes to your investment portfolio, do you know whether you should
use a passively managed strategy or an actively managed strategy? Attend this
program and you’ll learn the answer to questions including:
What’s the difference between the two approaches?
In which asset classes does passive management make sense?
Which index should a passive strategy replicate?
What is the cost to employ passive management?
In which asset classes does active management make sense?
What is the cost to employ active management?
What additional risk is taken on by employing active management?
How do you manage this additional risk?
Controlling Your Total Cost of Risk: Captives and Risk Management in the Construction Industrymore
The insurance market is constantly changing. This session will review the
basic structures, considerations, and values of a Captive insurance program
and how they can be used within today’s construction industry. Other risk
management and financing tools will also be discussed, so that participants
will walk away with a basic understanding of the various ways to control and
reduce their total cost of risk.
We hear stories about hackers every day breaching security at big data firms
and credit card companies. Today’s contractors, big and small, are also at risk.
Hear from a cyber-security expert on ways you can protect information that is
vital to your company’s health.
Job Review Process through Bid, Preconstruction, Interim and Postmortem Project Phasesmore
Currently, we are experiencing a “seller” market in the plumbing industry.
The question to ask is: “How well is your company positioned for an economic
downturn?” The construction industry economy will cycle from a “seller” to
a “buyer” market. The problem is during strong economic periods we tend to
overlook issues with productivity, project management and corporate operations
due to the larger margins. This session will discuss the need for companies to
continually review all aspects of their operations to maximize margins now and
prepare for future markets.
WHO SHOULD ATTEND
CEO Camp is designed for your company’s current
management, or individuals who have some managerial aspect to their job. However, just about anyone in a
contractor’s office will find something to take away
from CEO Camp.
ABOUT THE PFISTER HOTEL
The Pfister Hotel is celebrating 125 years in 2018. Built in 1893, the Pfister Hotel has been a downtown Milwaukee hotel icon for well over a century. As one of the Midwest’s premier luxury hotels in Milwaukee, it continues to celebrate a grand tradition of gracious service and impeccable style. From the moment you arrive, you’ll notice the extraordinary architecture inside and out punctuated by a welcoming ambiance from staff and fellow guests alike.
Tom represents employers in all aspects of labor and
employment law and also represents private companies in
construction and commercial litigation matters. He serves
as chief labor negotiator for building trade, hospitality,
manufacturing, automotive and other industry clients in
collective bargaining, and represents and counsels
employers in a wide range of employment disputes. Tom
has extensive litigation and trial experience before
arbitrators, state and federal judges and juries, and
numerous administrative agencies, and has successfully
argued several cases before the U.S. Court of Appeals for
the Seventh Circuit. He regularly counsels clients and gives
presentations to businesses and trade groups on a variety
of employment, labor relations and human resources issues,
with an emphasis on litigation practice and avoidance.
CEO Camp Counselor Bio
Mark is Senior Tax Manager at Porte Brown. He has
practiced public accounting for more than 18 years, advising
business and individual clients on a broad range of tax and
business matters including mergers and acquisitions, tax
controversy, multi-state taxation and R&D tax credits and
Prior to joining Porte Brown LLC, he worked for two national
accounting firms focusing on middle market clients. He has
extensive experience working with closely held companies
and providing tax strategies for a wide range of industries.
Mark earned a B.S. in Accountancy from the University of
Kentucky and a Master of Science in Taxation from DePaul
CEO Camp Counselor Bio
Jodie is an expert on youth culture and has a passion
for bridging the gap between generations. She has been
speaking on national stages for over 15 years to teenagers
and young adults with the goal of helping them understand
themselves and the world around them.
Before joining the XYZ University team, Jodie served as an
Area Director for Young Life, a non-proﬁt outreach organization
for teenagers. In that role she lived at the generational
crossroads as she spent countless hours engaging teenagers
and young adults in meaningful dialogue while at the same
time inspiring and training older adults to do the same.
Jodie graduated from Illinois State University in 2000 with a BS
in Communications and has a background in sketch comedy.
That combination means she has a desire to communicate
clearly and effectively without putting people to sleep. Jodie
is delighted to bring those skills to the exciting conversation
about generational differences in the workplace.
CEO Camp Counselor Bio
Michael is a Senior Vice President and Construction Practice
Leader at Assurance, as well as the Practice Leader of
Assurance’s Alternative Risk program. He maintains a special
focus on the construction and real estate industries, as well as
alternative risk financing. With nearly 30 years of experience,
Michael’s primary responsibility is to provide a comprehensive
and integrated risk management program that fully addresses
risk needs while maintaining price sensitivity. He consults with
clients so they can make the most informed decisions when it
comes to their business insurance. Assurance clients value the
process he takes to control and reduce claims and ultimately
save them money.
Michael graduated from the University of Illinois at Champaign-
Urbana with a Bachelor of Arts degree in History. Since 1984,
he has served on numerous boards and participated in
community outreach initiatives with local organizations
throughout the Chicagoland area.
CEO Camp Counselor Bio
Adam is the Director of Alternative Risk at Assurance. His
areas of expertise include captive structures, such as pure
captives, 831(b)/small captives, group captives, cell captives,
risk retention groups and self-insured groups. Adam oversees
the management and growth of Assurance’s current alternative
risk programs, including Urgent Care Assurance Company,
AssureCap and the Risk Management Association for
Illinois-based contractors. His main responsibility is to
help clients make informed decisions based upon their risk
tolerance and purchasing preferences with an end goal of
lowering total cost of risk.
Adam received a Bachelor of Arts degree from Marquette
University and his Master’s degree in Business Administration
(MBA) from Arizona State University. Adam holds his
Commercial Lines Coverage Specialist (CLCS) designation
and is a member of the Captive Insurance Companies
Association (CICA). He has volunteered with Habitat for
Humanity, Big Brothers/Big Sisters and CYA of Milwaukee.
CEO Camp Counselor Bio
MICHAEL A. SLONEK, CFA
Strategic Capital Investment Advisors, Inc.
Michael has more than 8 years of experience in the areas of
pension consulting, portfolio management, manager research
and due diligence, and performance reporting. Mike’s primary
responsibilities include the delivery of investment consulting
services, manager research and due diligence, and client
Before rejoining Strategic Capital, Mike was a Portfolio Manager
within the trust department of a wealth management firm. In
this role, Mike was responsible for designing, implementing,
and managing high-net-worth client portfolios. Other past
positions include senior analyst at Strategic Capital and junior
research analyst for a fund of hedge funds investment management
Mike earned a BBA in Finance from Illinois State University.
He is a Chartered Financial Analyst and a member of the CFA
CEO Camp Counselor Bio
JAMES F. COYNE
Plumbers Local 130
James F. Coyne is the Business Manager of Plumbers Local
Union 130 U.A. Jim is a 40-year member of the Union and in
his first 25 years of his plumbing career, he worked on many
commercial buildings and high rises in downtown Chicago.
In 1987, Jim was appointed by Business Manager James J.
McCarthy as a part-time officer. He held multiple part-time
positions until the year 2000 when Business Manager Gerald M.
Sullivan appointed Jim to a full-time position as Recording
Secretary. In 2002, Jim was appointed as the Financial
Secretary/Treasurer where he served for the next 10 years.
In 2012, Jim was elected as the Business Manager in the
largest plumbing local within the United Association and has
a jurisdiction of 17 counties in northern Illinois. In May 2018,
Jim and his slate of officers were re-elected without opposition
to another term of office.
CEO Camp Counselor Bio
Keith A. Rahn is an Associate Professor at Auburn University
in the McWhorter School of Building Science. Previously, he
served as an Instructional Assistant Professor at Illinois State
University for 9 years in the Construction Management program.
Mr. Rahn has taught classes in mechanical and electrical
systems, project management & administration, estimating &
project scheduling and construction material & methods. In
addition to his teaching and research responsibilities, he is the
current faculty advisor for the MCAA Student Chapter at Auburn
and President of Sigma Lambda Chi International, which is the
Honorary Society for Construction Management. In 2007, the
MCAA presented him with the “Educator of the Year” award
at the national convention. In 2017, he received an Associated
School of Construction “Regional Teaching Award” from
southeast region. With 15-years of mechanical industry
experience in estimating, project management and ownership
with MCAA contractors, his industry knowledge coupled
with his educational background provides an unparalleled