BSCAI Virtual Finance Summit: Understanding Your Company Finances at Every Level

Wednesday, November 9, 2022
10:00 a.m. - 2:30 p.m. CST

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Thank you for joining us for the BSCAI Virtual Finance Summit! Subject matter experts will shared tips, best practices and new strategies all around company finances. Attendees walked away with information on job costing, business financials (including KPIs BSCs should be focusing on) and more. The day closed with a fireside chat featuring C-Suite Executives discussing the latest industry trends and expanding upon important issues presented during the summit.

Session 1: Job Costing with Volatility
Presented by: Jill Kellermeyer Kegler, Vice President-Business Development, Janitorial Manager

This session will identify key fundamentals of job costing while operating in an inflationary market and give you the tools to break down the financial levers affecting job profitability and overall impact to your business.

Session 2, Track A: Finance for Everyone
Presented by: Steve Shuchat, CBSE, President, Clean All Services, Inc.

This session is for those new to a financial role or looking to understand finances on a deeper level. Steve Shuchat will discuss how to establish, read, and manage a budget, understand work flow, communicate effectively with your team and  more. 

Session 2, Track B: Building Your Finance Team
Presented by: Matt Teribery, Business Development Director, B&T Business Building Services

At this point, you have a strong budget in place, are managing it on a weekly basis and openly communicating with your sales team on company status; and are looking to grow and expand your business. Join this session to understand how to structure a finance team. This will include evaluating whether to form a new finance team, if a new finance team should be internal or external, company size for human resources and payroll management.

Session 3: Economic Forecast - Be Ready
Presented by: Jason Draho, Managing Director and Head of Asset Allocation Americas, UBS Global Wealth Management ​and Christopher R. Jackson, CIMA, Senior Vice President, UBS Global Wealth Management

This session will discuss past lessons, present and future planning and the uncertainty of global events to brainstorm the principles business leaders and managers should focus on to lead during uncertain times.

Session 4, Track A: Love Language Between Sales & Operations
Presented by: Niko JohnsonVice President of Finance, Pioneer

Take a deep dive into constructing effective operating budgets at the point of sale so that operations teams achieve desired outcomes. Understand costs, loaded rates and ratios before they hit your PNL.

Session 4, Track B: Financial Planning for Endurance & Effectiveness
Presented by: Grant Murphy, Registered Representative, New York Life Insurance Company

Looking to take your company to the next financial level? During this session, get insight on establishing strong banking relationships, cash management best practices and value creation through balance sheet positioning to attract to current and prospective owners.

Session 5: Fireside Chats with C-Suite Execs
Hosted by:  Eric Luke, CBSE, CPA, BSCAI Immediate Past-President, President, MG Capital Maintenance
Panelists: Michael L. Fitts, Executive Vice President, 4M Building Solutions, Charles Keenum, CBSE, Vice President, The Budd Group and Adam Patterson, Vice President of Finance, BCJ Building Services LLC

Join moderator Eric Luke for a fireside chat with top C-Suite Executives on pricing during inflationary times, rapid wage increases, how to structure your company's org chart and more. This session will be an open discussion with our panelists - come prepared with your most pressing questions.

Registration Rates

Individual Rates: 

  • BSCAI Members: $99 
  • Non-Member: $149

Company Rates (maximum of 15 registrants): 

  • BSCAI Members: $1,000
  • Non-Members: $2,500