Build an Accounting and Finance Department That Pays for Itself
Presented by Kurtis Hanni, Bison CFO
Room Location: Banyan ABCD
Most contractors still run accounting and finance the old way: a team pieced together over years, people doing accounting who were never hired for it, and an outside firm cleaning it up after the fact. You pay for all of it and still learn what a contract made weeks after the month ends. The new way flips that. Data flows in automatically from your bank and job systems, errors get caught as they happen, and everything is live every day, not assembled once a month. Same spend or less, and the numbers finally help you run the business. This session shows how it's built and how to get started.
What We Learned Putting AI in the Bid Room (and What Broke First)
Presented by Andy Jedynak, ClientPointe
Room Location: Jasmine ABEF
Most building service contractors have heard what AI can do for bidding. Far fewer have heard what happens when it meets a live RFP. Andy Jedynak, CEO of ClientPoint, shares candid lessons from using AI in the proposal process: where it saved hours, where it introduced risk, and what failed first. Walk away knowing which parts of a bid AI can draft today, which still need a human, and the guardrails that protect your accuracy and credibility.
Run Exit-Ready, Even When You're Not Selling
Presented by Eric Crews, Crews & Co.
Room Location: Jasmine CDGH
Most contractors still run accounting and finance the old way: a team pieced together over years, people doing accounting who were never hired for it, and an outside firm cleaning it up after the fact. You pay for all of it and still learn what a contract made weeks after the month ends. The new way flips that. Data flows in automatically from your bank and job systems, errors get caught as they happen, and everything is live every day, not assembled once a month. Same spend or less, and the numbers finally help you run the business. This session shows how it's built and how to get started.