BSCAI Virtual Finance Summit: Financial Analytics to Help Run Your Business

Thank You for a Successful Virtual Finance Summit


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On October 27 from 11am-3pm CT subject matter experts shared tips, best practices and new strategies around company finances. Attendees walked away with information on job costing, data security, business financials, including KPIs BSCs should be focusing on and more. We closed out the day with a panel discussion with CFOs on what they really want you to know when it comes to your business’ financials.

Session 1: Understanding Job Costing
Presented by: Jill Davie, President, TEAM Software and Pat Sullivan, CBSE,​ President and Owner, MahlerClean

11:00 a.m. - 12:00 p.m. CDT

Whether new to the industry or you've been around a while, all BCS's need to understand the importance of job costing and what it means to your business. In this session, you'' learn about the basics of job costing, why job costing is important and how it effects your company.

Session 2, Track A: Financial Management Best Practices: Part 1
Presented by: Peter Holton, Managing Director, Caber Hill Advisors

12:15 p.m. - 1:00 p.m. CDT

In this session, you'll learn about best practices and tips on your payroll services, cash flow, budgeting, and your overall account management. You will walk away with key information that you can bring back to your company to improve your business as a whole. 

Session 2, Track B: Integrity of Data Security
Presented by: Stephanie Franklin-Thomas, Vice President, Chief Information Security Officer, ABM

12:15 p.m. - 1:00 p.m. CDT

Join our speaker as they discuss why data security is critical to your company's security. Now more than ever, secure technology is important for all employees to understand and help manage the integrity of your company's data and personal information.

Session 3, Track A: Financial Management Best Practices: Part 2
Presented by: Niko Johnson, CPA, Director of Accounting, Pioneer

1:15 p.m. - 2:00 p.m. CDT

Join this session for more best practices around financial management. The speaker will dive deep into financial KPI/Operational KPI, financial records and book-keeping technologies. After attending this session, you will better understand your company's finances, as a whole, and identify ways to improve your business finance management. 

Session 3, Track B: Benchmarking, Tax Credit & More! How to Keep Yourself Ahead
Presented by: Lourdes Pineda, Chief Financial Officer, Harvard Maintenance

1:15 p.m. - 2:00 p.m. CDT

Financial Management can be challenging at times to keep up with - tax credits and laws can change quickly and thinking a head is going to be key in an ever-changing industry. Join our speaker as they discuss ways to stay ahead of your competition and benchmarking strategies for your company to consider.

Session 4: What Your CFO REALLY Wants You to Know
Presented by: Steve Goetz, Chief Financial Officer, Janatronics; Philippe Mack, CBSE, SVP Customer Experience & U.S.A. Expansion, Bee-Clean Building Maintenance and Matt Nesbett, CPA, Executive Vice President & CFO, IH Services & Newbold Services
Moderated by: Eric Luke, CBSE,​ CPA, BSCAI President, President, MG Capital Maintenance

2:15 p.m. - 3:00 p.m. CDT

Join us for a roundtable conversation with top CFO's/CEO's on cost/wage recovery, pricing in inflation times with rapid wage increases, and much more. You'll get to hear what your team really wants you to know and understand around your financial management. 

Registration Rates

Individual registration: 

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

Company registration (maximum of 15 registrants): 

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

Thank You to Our Committee Members

BSCAI would like to thank the following committee members for their hard work creating the BSCAI Virtual Finance Summit.

  • Jim Harris Jr., CBSE, President, Janitronics Facility Services

  • Bryan Lazorik, CPA, CBSE, President, Bryco Services, Inc.