CFMA Houston Education Half Day 2026

About

About this Event Session 1: Construction Company Ownership Transition Planning with Presenters Matt Godwin & David Edwards Session Description: This presentation explores the evolving landscape of ownership transitions in the construction industry. Attendees will gain insights into strategic alternatives for construction companies, including internal transfers, employee stock ownership plans (ESOPs), and M&A transactions. The session examines current U.S. construction M&A trends, market dynamics driving consolidation, and the unique considerations construction companies face when planning ownership succession. Key topics include valuation approaches, strategic versus financial buyers, the growing role of private equity in construction, and critical planning components for successful ownership continuity. Special emphasis will be placed on understanding ESOPs as a transition tool, including benefits, structure, and tax advantages unique to this approach. Session 2: Unifying Your Construction Data to Maximize Its Value with Presenter Dave Knowles Session Description: Are your construction systems siloed, making it difficult to get the insights you need? This session explores how to break down data barriers and unlock the full potential of your construction business intelligence. Attendees will learn practical strategies for integrating data from accounting, project management, CRM, and estimating systems to create a unified view of their operations. The presentation covers best practices for data consolidation, real-time reporting, and leveraging analytics to drive better decision-making. Key topics include identifying common data integration challenges, selecting the right tools and technologies, building effective dashboards and KPIs, and transforming fragmented data into actionable insights that improve profitability, project performance, and strategic planning. Whether you're struggling with disconnected systems or looking to optimize your existing data infrastructure, this session provides the roadmap for creating a single source of truth for your construction business.