2013 Conference

cert- facebook cover- conference

CONSULTING ESTIMATOR ROUND TABLE (CERT)
2013 National Conference
Hyatt Regency Penn Landing
Philadelphia, PA
July 16, 2013
Conference Agenda

7:30AM – 8:30AM Breakfast: meet in hotel restaurant “Keating’s River Grill”
(unofficial part of event – breakfast on your own if you please)

8:30AM – 8:45AM Welcome and Introductions; Appointment of Recording
Secretary – Daniel Frondorf, CPE

8:45AM – 9:00AM History and Purpose of the CERT; reading of a letter from
outgoing CERT President John Forgos – Edward Walsh, CERT Executive
Director

9:00AM – 9:15AM Installation of new Board Members – Bill Manfredonia, CPE

9:15AM – 9:30AM Incoming CERT President’s Message – Daniel Frondorf, CPE

9:30AM – 9:45AM Appointments of Executive Director, Secretary, Treasurer,
and Finance Committee; Review of Current Finances; Review and Approve
Budget for 2013-2014; establish Board meeting schedule for 2013-2014

9:45AM – 10:00AM A look ahead – establishing goals for 2013-2014, including
but not limited to: Bylaws Revisions, Dues Revisions, Incorporation, and IRS
501c6 status; Website and Event Sponsorships; Winter Meeting Planning

10:00AM – 10:15AM – let’s take a break

10:15AM – 10:30AM – CERT-ASPE Alliance Ceremony – Edward Walsh,
CERT Executive Director and Patsy M. Smith, ASPE Executive Director

10:30AM – 10:45AM CERT committee needs: Best Practices Manual

10:45AM – 11:00AM CERT committee needs: Best Practices Calls

11:00AM – 11:15AM CERT committee needs: ASPE “Estimating Today”
Content

11:15AM – 11:30AM CERT committee needs: Communications (website and
newsletter development)

11:30AM – 11:45AM – committee needs: Membership Development

11:45AM – 12:00 noon – committee needs: Professional Interaction (working
with other associations, cross promotions, Consensus Docs, trade show
attendance, speaking engagements, educational opportunities for CERT
members both as students and teachers)

12:00 noon – 1:30PM Lunch – we can decide on what to do as a group: go to
the lobby restaurant, order food in from an outside source, order room service to
the conference room, or lunch on your own

1:30PM – 2:00PM Validation Committee Update; introduction of Validated
member firms in attendance

2:00PM – 2:30PM Best Practices Group Discussion: Invoicing and Collecting
Receivables

2:30PM – 3:00PM Best Practices Group Discussion: Developing Yourself as a
Subject Matter Expert and Building Credibility

3:00PM – 3:15PM – let’s take a break

3:15PM – 3:45PM Best Practices Group Discussion: Deflecting Liability, the
Need for Insurance, Writing an Effective Disclaimer, and the Proper Business
Structure to keep your Practice Safe from Unhappy Clients and their Lawyers

3:45PM – 4:15PM Best Practices Group Discussion: Hardware, Software, and
Apps – the Best Tools to Help Us Do our Jobs

4:15PM – 5:00PM Best Practices Group Discussion: It All Comes Back to
Marketing….. How Do We Find Work?

5:00PM – 5:30PM Conclusion: New Ideas, Suggestions for BP Call Topics,
Recommendations for Future Events and Activities….basically we will
conclude with an open topic forum of anything that applies to the operation of a
consulting construction estimating practice.
Dinner and Evening Plans: we can talk about it and plan a group event or
simply be on our own; let’s informally agree to all meet at the hotel lounge later in
the evening for some networking and fellowship

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