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.
The Live conference is over, but you can still watch sessions on-demand!
Why Attend?
Who Should Attend:This event is designed for professionals who live at the intersection of projects and finance, including:
Whether you are hands-on with reporting or accountable for outcomes, the sessions are built to respect your time and experience. |
Watch On-Demand!
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Event Details:
March 18, 2026 | 11:00AM – 3:30 PM (ET)*, Zoom
Event Agenda
Presented by: Michael Fiducia, Director of Sales, Accordant | 11:00 – 11:50 AM
This opening keynote will 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 navigating digital transformation with confidence.
Presented by: David Fouché, Sr. Product Manager, STACK | 12:00 – 1:00 PM
This presentation will explore how financial disconnects often emerge after a project moves from estimating into execution. When estimates, ERP systems, and forecasting workflows aren’t aligned, finance teams are left rebuilding budgets, reconciling spreadsheets, and defending numbers that no longer match the original job assumptions.
We’ll reframe preconstruction as the first financial model of a project – setting the cost structure, margin intent, and risk posture from the start. The session will highlight what true estimate-to-ERP connectivity looks like, how STACK enables a structured handoff into systems like Sage Intacct and Acumatica, and the practical outcomes this creates for finance leaders: faster forecasting, cleaner WIP reviews, reduced manual effort, and greater confidence in job-level performance
Lunch Break | 1:00 – 1:30 PM
Session 1: From Reactive Reporting to Connected Insight
Presented by: Colette Bashir & Todd Goldfarb, Aktion Associates | 1:30PM – 2:30PM
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.
Session 2: Setting Your Job Up for Success: Using Velixo to Power Smarter Sage Intacct Setup
Presented by: Misty Palek, Solutions Engineer Consultant, Velixo | 2:30PM – 3:30PM
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 1: Modern ERP, Familiar Tools: Driving Adoption Through Excel
Presented by: Bryan Auer, Solutions Engineer, Presales Leader | 1:30PM – 2:30PM
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: From Job Cost to Cash: Protecting Margin for Specialty Contractors in Acumatica
Presented by: Parnell Anderson & Lori Bolsinger, Crestwood Associates | 2:30PM – 3:30PM
Specialty contractors operate in tight margin environments where field-driven change, progress billing, and project complexity put constant pressure on cash flow and profitability. Clean job cost and WIP reporting are essential, but they are only the starting point. Margin is ultimately protected by the operational controls that follow: how billing rules are structured, how receivables are managed, how payments are applied, and how project leaders are compensated.
In this session, we will walk through a practical control framework specialty contractors are using inside Acumatica to reduce margin leakage and improve cash conversion. We will demonstrate how to standardize repeatable billing rules through project templates, use AR data and risk ranking to strengthen collections strategy, automate ACH remittance matching to reduce manual reconciliation, and align commissions to project profitability so incentives reinforce on-time, on-budget delivery.
Velixo and Excel can surface the data. This session focuses on how to operationalize that insight inside Acumatica so visibility turns into financial control.
What You Will Learn
- How to reduce billing leakage using repeatable billing rules within project templates
- How to identify customer payment risk earlier using AR rankings and structured collections workflows
- How to automate ACH remittance matching to open AR invoices and reduce reconciliation effort
- How to align commissions to project profitability to reinforce margin discipline
- A practical margin protection checklist you can use to evaluate your current controls
Featured Speakers
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 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.
Come back to learn more about David soon…
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!
Mike brings over a decade of experience in construction technology, with deep expertise spanning financial management, preconstruction, field operations, and payroll systems. He specializes in architecting strategic solutions built around Sage Intacct, Acumatica ERP, and complementary systems that strengthen the construction tech stack. In the past 10 years, Mike has worked with hundreds of construction companies, taking the time to understand each company’s processes and goals before designing tailored recommendations that drive measurable return on investment.
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 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.
Parnell specializes in construction operations, helping teams bring clarity to job costing, project visibility, and change management without overcomplicating the field or back office. With more than seven years of ERP and cloud solution experience, he works closely with project managers, finance leaders, and operations teams to align systems with how construction companies actually run. From tracking real-time job performance to improving communication between field and accounting, Parnell focuses on practical, results-driven solutions that support growth, accountability, and stronger project outcomes.
Lori Bolsinger is a Solutions Architect at Crestwood Associates with six years of experience working with Acumatica ERP and more than 30 years in the technology industry. She leads impactful demonstrations for prospective and existing clients, helping construction and other project-driven businesses see how Acumatica supports real-world operational and financial workflows. Lori is certified as an Acumatica Pre-Sales Engineer across Construction, Manufacturing, Distribution, and Commerce, bringing broad, cross-functional expertise to every engagement.