Producing a WIP report is a known challenge for every construction team, especially the specialty trade contractor. With many moving parts - labor, material, subcontractors, and equipment - it’s no wonder it’s called an “Estimate”. In this panel session, we’ll talk with specialty trade CFP’s about the process their team embarks on. We’ll discuss subjects such as what and how data is pulled and collected, formats, tools and communications, as they relate to WIP. Many sessions discuss theoretical “how-to’s” and “best-case scenario”, not in this program. We are getting into the weeds of real life.

Panelists (Click here for the speaker bios)
Shawn Erickson, CCIFP, CFO C.J. Erickson Plumbing Co.
Jessica Krause, Owner, New Lyfe Accounting
Dan White, CFO, Gallegos Corporation
Mike Megara, CFO, Weifield Group Holdings

1 CPE credit in the field of Accounting

Learning Objectives:

• Learn how to work with Project teams to get buy in and cooperation.
• Identify sources of data, reporting methods and report formats to produce, analyze and share results.
• Discover processes and tools used to assist in collecting and reporting.
• Explore how Service and small jobs affect the WIP