CAA Contractor Retreat 

Engage with Experts on advancing your construction business over one and half days

This retreat is for 12 (maximum) CAA diverse member construction company owners. 

Lodging Information:

Please Indicate in the "Event Fee" Section what your lodging needs are.

Retreat Topics on will Feature:

• Legal
• Accounting
• Owner Leadership
• Business Development & Growth

Participants will receive tangible insights and next-step items to work within their business

Friday, April 21, 2023

8:30am-10:30am: Legal

 Phil Truax, Truax Law & Marc Sanchez, Frantz Ward

*To view instructors' bios, please click the link above.

Session  “Scope, Time & Price” and “Subcontractor Blunders”

• Contracting Basics
• Key Contract Terms
• Critical Contract Terms & Strategies (reviewing specific clauses)
• Notice Requirements, Best Practices, & Project Documentation
• Claims Pursuit and Claim Management  (liens, bond claims, etc.)
• MBE Subcontracting Requirement - specific issues & terms
• Client Retention and KeyPartners

10:45am-12:15pm: Leadership for Construction Owners 

George Bigham

*To view instructors' bios, please click the link above.

12:15pm -1:20pm: Lunch

1:30pm-3:30pm: Accounting

Jennifer Myers,  & Luda Arkhipov, Meeden & Moore 

*To view instructors' bios, please click the link above.

Session - Project/Job accounting – tracking costs by project, creating a job schedule, and analyzing that schedule.  Tax Law Considerations .

4:30pm: Reception 

7:45 pm Dinner - Downtown Sandusky

Saturday, May 11, 2024

8:30am-10:15am: Developing, Growing and Sustaining Your Construction Business, Mark Panzica, Panzica Construction

10:15am - 11:00am: Wrap Up

$150 fee is inclusive of Friday night hotel stay and meals.