Build for Your World: A Virtual Conference for Construction Accounting & Finance
A complimentary half-day virtual conference for construction finance leaders using Sage Intacct or Acumatica. Learn how ERP and preconstruction data, including STACK, can be unified through Excel to improve forecasting, WIP, and decision-making.
Construction accounting and finance teams face a unique challenge. They operate in a project-driven environment where timing, accuracy, and trust in the numbers matter as much as compliance.
Static reports, disconnected spreadsheets, and manual forecasting processes struggle to keep up with how construction actually works.
Build for Your World is a half-day virtual conference created specifically for construction finance leaders and the partners who support them. The sessions are designed to help teams move from reactive reporting to confident, connected insight across preconstruction, project execution, and close.
You will hear how leading organizations are:
- Improving forecast accuracy without increasing reporting burden
- Bringing clarity and consistency to WIP and cost-to-complete
- Connecting preconstruction and project data into a single financial narrative
- Using Excel as a governed, strategic layer rather than a manual workaround
This is not a product demo marathon. It is a focused, executive-level conversation grounded in real construction finance challenges and proven approaches.
Who Should Attend:
This event is designed for professionals who live at the intersection of projects and finance, including:
- Controllers, CFOs, and Finance Directors in construction
- Construction accountants and project accounting teams
- Directors of Construction and finance-aligned operations leaders
- Sage Intacct and Acumatica partners and consultants supporting construction clients
Whether you are hands-on with reporting or accountable for outcomes, the sessions are built to respect your time and experience.
Featured Speakers
| Jim Norton, CPA Senior Product Manager, Velixo |
Jim Norton is a licensed CPA and Senior Product Manager at Velixo, combining deep accounting expertise with hands-on experience in cloud ERP systems. His career spans both public accounting and private industry roles (Controller/CFO). This affords him the unique perspective of understanding in-depth system implementations and related reporting processes from both the client side and the consulting side. Jim has tackled complex implementations involving multi-entity, multi-currency, project/job/grant accounting, and sophisticated allocation requirements. He’s worked across a wide variety of industries including nonprofit organizations, regulated utilities, professional services, boutique fitness, media, and others. Jim has also developed training programs, mentored partners, and supported presales engineering. He has spoken on advanced accounting, reporting, and system-specific best practice topics at a multitude of major software conferences. |
| Misty Palek Solutions Engineer Consultant, Velixo |
Misty is a construction accounting and technology consultant with deep expertise in Sage Intacct Construction and advanced reporting solutions. She helps contractors align accounting, operations, and leadership through better financial reporting and automation. Misty specializes in transforming raw job cost data into meaningful dashboards and executive-level insights using Velixo. |
| Chloe Wilson Growth Marketing Manager, Crestwood Associates |
She specializes in translating complex ERP solutions into clear, compelling value propositions for both business decision-makers and technical stakeholders. “I lead integrated GTM initiatives that align product, sales, and partner teams ensuring consistent positioning across campaigns, content, and sales enablement. From GTM planning to pipeline acceleration, I focus on building strategies that scale and frameworks that last.” |
| Colette Bashir Director of CRE Services, Aktion Associates |
Over 25 years of progressive Financial Accounting, Human Resources, and Information Technology Management from mid to large size companies. Previously held positions as a Contract Administrator and an Administration and Finance Manager for Odebrecht and the construction division in Angola and West Africa, respectively. Ms. Bashir also worked supporting business development for this region as well. In the Administrative and Finance role she manages the planning, implementation and training for accounting, human resources, and information technology in support of the operations of large scale construction projects, primarily focused on heavy civil infrastructure, mining, and energy development. |
| Todd Goldfarb Pre-Sales Engineer, Aktion Associates |
Todd Goldfarb is a Pre-Sales Engineer at Aktion Associates, where he partners closely with the sales team to deliver dynamic, value-driven demonstrations that showcase the full depth and breadth of Aktion’s solutions. With over a decade of experience selling and implementing financial ERP and supply chain systems, Todd brings a consultative, discovery-led approach to every engagement. He specializes in serving Construction and Real Estate clients, guiding them through complex evaluations with thoughtful questioning, tailored demonstrations, and impactful training that drives confident decision-making. |
| Bryan Auer Solutions Engineer, Presales Leader |
Bryan is a Solutions Engineer at Presales Leader who focuses on designing effective, tailored demonstrations for ERP and project management software transitions. Since joining the firm nearly two years ago, he has applied his background in education to break down complex workflows into clear, practical insights. With a strong focus on the construction industry, Bryan is known for making even detailed WIP reporting feel so straightforward and approachable that even the middle schoolers he used to teach could understand it! |
| David Fouché Senior Product Manager, STACK |
Event Details:
March 18, 2026 | 11:00AM – 3:30 PM (ET)*, Zoom
*Lunch Break from 1:00 – 1:30PM (ET)
Agenda
Opening Keynote by Accordant | 11AM to 11:50 AM
Building Financial Confidence in a Project-Driven World
This opening keynote brings both tracks together to examine where construction finance is headed and what finance leaders need to succeed in that future.
The discussion will explore:
- Why monthly, backward-looking reporting no longer serves construction leadership
- How forecasting, WIP, and cash visibility shape executive confidence
- The evolving role of finance as a bridge between project teams and leadership
- What modern construction finance environments look like in practice
Designed for Controllers, CFOs, and senior finance leaders, this session sets the strategic foundation for the rest of the event.
Joint Session by STACK| 12PM – 1PM
From Estimate to Execution: Activating Preconstruction as the Financial Starting Point
Breakout Tracks | 1:30PM – 3:30PM
Sage Intacct Construction Track
Session 1: Setting Your Job Up for Success: Using Velixo to Power Smarter Sage Intacct Setup | 1:30PM – 2:30PM
Presenter: Misty Palek, Velixo
A successful project doesn’t start in the field; it starts with how the job is structured in Sage Intacct. In this session, we’ll show how using Velixo alongside Sage Intacct allows you to validate cost codes, test budget structures, confirm dimension alignment, and stress-test reporting before the job goes live. Instead of discovering issues mid-project, you’ll learn how to use real-time Excel-based reporting to ensure your job is financially sound from day one. The result? Cleaner WIP, better forecasting, and fewer surprises.
Session 2: From Reactive Reporting to Connected Insight | 2:30PM – 3:30PM
Presenters: Colette Bashir & Todd Goldfarb, Aktion Associates
In the high-stakes world of construction, the numbers must arrive in time to change a decision, not just document it. As finance leaders, we are the ones expected to translate complex project activity into clear financial outcomes. But in the legacy world, we are often forced to work as historians rather than strategists. The hardest truth of our industry is this: When the numbers arrive too late, the decision is already made. Join us to learn more about this.
Acumatica Construction Track
*ALL SESSION DESCRIPTIONS ARE PLACEHOLDERS. WILL BE CHANGED BASED ON SPEAKERS.
Session 1: Modern ERP, Familiar Tools: Driving Adoption Through Excel | 1:30PM – 2:30PM
Presenter: Bryan Auer, Solutions Engineer, Presales Leader
Want to win over your Excel power-users with your transition to Acumatica? This session will help you see how your company’s “secret sauce” Excel workbooks that have been perfected over the years don’t need to go the way of the dodo. Estimating in Excel? Projecting costs, managing WIP, and job cost reporting too? Let it live on, just smarter with Velixo bridging the gap to your ERP!
Session 2: Turning Flexibility into Financial Discipline | 2:30PM – 3:30PM
Presenter: Chloe Wilson, Crestwood Associates
Acumatica’s flexibility is powerful, but only when paired with structure. This session focuses on how finance teams are creating consistent, trusted reporting and forecasting processes while preserving the adaptability construction requires.
Why Attend?
- Gain executive-level perspective grounded in real construction finance challenges
- Learn how peers are improving forecasting, WIP confidence, and project visibility
- Understand how Excel can function as a strategic, governed reporting layer
- See how ERP and preconstruction data, including STACK, can work together
- Leave with ideas you can apply without re-platforming or rebuilding your ERP