2015 COAA-MI SPRING OWNER CONNECT WORKSHOP THE DOUBLE TREE BY HILTON NOVI, MI A G E N D A

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1 2015 COAA-MI SPRING OWNER CONNECT WORKSHOP THE DOUBLE TREE BY HILTON NOVI, MI Wednesday, April 15, 2015 A G E N D A 10:00 10:30 am REGISTRATION & NETWORKING 10:30 10:45 am WELCOME & INTRODUCTIONS 10:45 12:00 pm SESSION 1 MICHIGAN S ECONOMIC OUTLOOK Ken Simonson, Chief Economist, AGC Leading construction economist Ken Simonson will be in Novi to address the business outlook for Michigan and the national construction industry. Simonson, AGC s chief economist, will make predictions about when the industry will begin to truly recover in Michigan and nationwide. 12:00 1:00 pm LUNCH, NETWORKING & CHAPTER PROGRAM 1:00 1:15 pm COAA-MI CHAPTER PROGRAM 1:15 2:15 pm SESSION 2 DISCOVERING PROJECT COLLABORATION BEST PRACTICES PART I Pam Neckar, Chief Financial Officer, Bostwick Design Partnership How do project teams manage risks? Many project teams promise to mitigate risk through collaboration. Collaboration does not come naturally and easily in the design and construction industry. Join us for a facilitated workshop designed to provide you the tools to create a collaborative project culture by applying a Team Development process. Team Development is a clear, specific and valuable methodology for structuring a true project team. This session illustrates the process needed to implement a common purpose and collective performance measures. It will show how to drive communication, collaboration, accountability and pride into every level of the project team. Session I: Gain Commitment We commit to a goal when we are able to identify how we can contribute. Effective action plans include key strategies and initiatives that illustrate how goals will be achieved. In addition, plans need

2 to identify who is responsible for each strategy and initiative. Every new team member, including each contractor, needs orientation to understand the Project Plan and their individual role in it. Together we will develop communication strategies and an orientation process that will generate commitment to the Project Plan. 2:15 2:30 pm Break 2:30 3:30 pm SESSION 3 DISCOVERING PROJECT COLLABORATION BEST PRACTICES PART II Pam Neckar, Chief Financial Officer, Bostwick Design Partnership Session II: Remain Focused As Owners, your role is to motivate the team to perform in alignment with the Project Plan. Identifying meaningful ways to recognize performance is not easy, but it s critical to your success. Team Development sessions during construction are designed to allow the team to step back and focus on teamwork and gauge progress toward goal achievement; it s the time to measure and motivate. Together we will create meeting agendas to maintain team alignment. 3:30 3:45 pm Break 3:45 4:45 pm SESSION 4 TRUST BUT VERIFY ACHIEVING COST ACCOUNTABILITY AS A COMPONENT OF COLLABORATIVE DELIVERY Gwen Glattes, Director FRES Construction Audit, University of Pennsylvania; Kristopher Thorne, Sr. Vice President, Limbach Company LLC An open book environment is frequently a component of collaborative delivery. However if not properly understood, the transparency requirements for financial reporting can become overwhelming if not properly managed and provided in a manner that allows for efficient review. This session will explore contract language and the supplementing financial terminology that is inferred in an open book scenario. Presented by an owner s construction auditor and a national trade contractor, learn what areas of financial risk exist and what skills are necessary to manage the risk in order to be successful with the financially collaborative areas of your project. 4:45 5:00 pm Break 5:00 6:00 pm NETWORKING RECEPTION Sponsored by Kitch Drutchas Wagner Valitutti & Sherbrook We invite you to attend the COAA-MI Chapter s networking reception. Greet old friends; make new connections, sharing best practices, and local marketing trends.

3 COAA-MI 2015 SPRING WORKSHOP SPONSORS Platinum Chapter Sponsor Reception Sponsor Gold Sponsors Silver Sponsors Bronze Sponsors

4 S P E A K E R B I O S GWEN GLATTES Director FRES Construction Audit, University of Pennsylvania As Director of Facilities Real Estate Services (FRES)/Construction Audit, for the University of Pennsylvania, Ms. Glattes is responsible for the leadership of the audit function of FRES and capital construction projects. Gwen has established the Construction Audit Department s parameters, risk assessment criteria and various audit work-plans. Typical audits include contractor audits, process reviews, participation on system implementation teams within FRES, and ongoing monitoring and awareness of campus construction and development activity. Prior to joining the University of Pennsylvania, Gwen served as CFO for Philadelphia Youth Network, Inc., and was a Corporate Internal Auditor with Johnson & Johnson Corporation in New Brunswick, NJ, where she was assigned responsibility for construction audits. Ms. Glattes has also held positions as Business Manager, Financial Analyst and on-site Project Accountant - each with an employer of a different tier within the construction industry. Gwen brings both a depth and breadth of experience in audit and finance in the construction industry from both the owner and contractor perspective. Currently serving as Treasurer for the Construction Owner s Association of America (COAA), Ms. Glattes holds an MBA in Accounting from St. Joseph s University, and a BA from Penn State University. PAM NECKAR Chief Financial Officer, Bostwick Design Partnership Pam Neckar believes the key to success in project delivery is the ability to maximize human capital. As a Project Coach, Pam works to establish solid business practices. She creates conditions which directly link individual team member performance to the overall project goals created during team development sessions. With her Master s degree in Business Administration, and a concentration in Organizational Development, she brings valuable expertise to project teams and the design practice. Her Team Development process creates a culture where open communication is at the front of every project and process. As a Coach, her focus is on guiding owners, architects, contractors, and all members of project teams to create a culture of consensus building, collaboration, and innovation. Pam motivates teams to action by establishing team goals that advance a clear mission of the project. The Team Development process starts during early design and ends with recognition at substantial completion.

5 subscribers. KEN SIMONSON Chief Economist, Associated General Contractors of America Kenneth D. Simonson has been Chief Economist for the Associated General Contractors of America, the leading national construction trade association, since He provides insight into the economy and what it implies for construction and related industries through frequent media interviews, presentations and The Data DIGest, his weekly one-page e-newsletter that goes to 42,000 Ken has 40 years of experience analyzing, advocating and communicating about economic and tax issues. Before joining AGC, he was senior economic advisor in the U.S. Small Business Administration s Office of Advocacy. Earlier, he was vice president and chief economist for the American Trucking Associations. He also worked with the President s Commission on Industrial Competitiveness, the U.S. Chamber of Commerce, the Federal Home Loan Bank Board and an economic consulting firm. Ken was the president of the National Association for Business Economics, a member professional organization for people who use economics in their jobs. He currently serves on the NABE Board, the Census Bureau s Scientific Advisory Committee and the Bureau of Labor Statistics Data Users Advisory Committee. He is co-director of the Tax Economists Forum, a professional meeting group he co-founded in Ken has a BA in economics from the University of Chicago, an MA from Northwestern University, and he has taken advanced graduate courses at the Université de Paris, Johns Hopkins and Georgetown Universities. KRIS THORNE Senior Vice President, Limbach Company Kris leads the overall Detroit organization including Sales, Operations, Design, Finance, Service, and Safety. He began his career in the family mechanical contracting business working as a field tradesman and salesperson. He joined the Limbach Company in 1988, holding a variety of positions of increasing responsibility including estimating, project management, and sales. After his appointment to Operations Manager in 2002, Kris became a shareholder in the company and in 2007 was promoted to Vice President/Branch Manager of the Detroit Branch. Kris is instrumental in the development of Limbach s No surprises culture and authored the use of the monthly Contract Summary Letter as a key communication tool for our customers and project managers not only in the Detroit Branch, but throughout the organization. Senior Vice President and Branch Manager Ferris State University, B.A. Energy Management Toledo University, B.A. Business Administration Toledo University, Associates Degree, Applied Science in HVAC and Refrigeration MCA Advanced Leadership Institute