Finance in Construction Summit (10.21.25)
Stay ahead of a shifting economy in a focused, half-day summit built for construction companies. Get what you need now and what’s coming next with classes on short-term tactics and resources as well as long-term strategies and evolving issues across construction finance.
Presenters: Aldrich CPAs + Advisors LLP; CLA (CliftonLarsonAllen LLP); Corporate Capital Inc.; CUI Wealth Management; Eide Bailly; Granite Canyon Wealth; Larson CPA; Northwestern Mutual; WSRP
Session 1 | Leveraging Retirement Plans to Solve Labor Challenges |
CUI Wealth Management | |
Michael Sayre | |
AI 101: A Practical Introduction to Artificial Intelligence in Construction | |
Eide Bailly | |
Nick Mortensen, MISM | |
Building Wealth in a New Era: Navigating OBBBA, M&A and Tax Strategies for Contractors | |
CLA (CliftonLarsonAllen LLP) | |
Brendan Sullivan; Matt Bartholomew; Jeff Walker; Rich Haubrich, CPA; Brian Bevan, CFPA; Byron DeStigter, CPA | |
Update on the One Big Beautiful Bill | |
WSRP | |
Bruce Gulso, CPA, CVA | |
Session 2 | Elevating Your Employees Financial Understanding Is an Investment Worth Making |
Granite Canyon Wealth | |
Megan Palazzo | |
Retirement Group Benefits & Key Employee Planning | |
Northwestern Mutual (High country Wealth Management Team) | |
Casey Smoot; Skyler Burton | |
Nailing Down the Numbers: Constructions Guide to the One Big Beautiful Tax Act | |
Aldrich CPAs + Advisors LLP | |
Jeremy McAdams | |
Taxes, Business Protections and the New “Big and Beautiful Bill” | |
Corporate Capital Inc. | |
Brent Carlson; Derk Kapp | |
Session 3 | How the 2008 Financial Crisis, Covid Policy, Wall Street, and the Tech Industry Are Impacting Utah Contractors Today and How to Take Advantage of the Opportunity |
Granite Canyon Wealth | |
Megan Palazzo | |
High country Horizons: Business Continuity and Estate Tax Mitigation | |
Northwestern Mutual (High country Wealth Management Team) | |
Casey Smoot; Skyler Burton | |
Before the Fall: How to Spot and Stop Financial Failure in Construction | |
Aldrich CPAs + Advisors LLP | |
Jeremy McAdams | |
Everything You Need to Know: One Big Beautiful Bill Act | |
Larson CPA | |
Craig Swindlehurst, CPA |
Date and Time
Tuesday Oct 21, 2025
8:00 AM - 1:00 PM MDT
Location
AGC Training Center
Auditorium
2229 South 1070 West
Salt Lake City UT 84119
Fees/Admission
$45.00 Member
$70.00 Non Member
Contact Information
801.363.2753
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