WEBINAR

Streamline & Succeed: A Webinar on Construction Payroll

14 Dec
2023
|
11:00 AM - 11:45 AM PT

Construction payroll is the most difficult and complex payroll process.

Join Lumber experts as we unravel solutions that can simplify, streamline and save valuable hours that you can use to build your business.

Webinar Agenda

Introduction
What is an EMR?
Why should contractors care about their EMR?
3 Proven tips to slash your EMR
Q&A Session

Webinar Agenda

Introduction to Business Planning
  • Understand the importance of having a business plan for your construction company.
  • Learn how a well-defined business plan can help you clarify your vision and objectives.
Market Analysis
  • Understand the role of market research in analyzing your target market and understanding customer needs and preferences.
Defining Your Services and Unique Selling Proposition (USP)
  • Learn how to identify the services you will offer and how they differentiate you from competitors.
Marketing and Sales Strategy
  • Understand what is involved with a strong marketing and sales plan to attract clients and generate leads.
Operational Plan
  • Learn the factors to consider when determining your business operations, including staffing, equipment, and supply chain management.
Financial Projections
  • What factors should be considered while creating financial forecasts, including revenue projections, expenses, and cash flow analysis?
Q&A Session

Webinar Agenda

Introductions
Strategies for Managing Finances in Construction - The MATT Method
The CEO’s Role in Business
  • Motivations
  • Objectives
  • The Critical 4 numbers every CEO should be watching
Project Lifecycles
  • Stage 1 - The Process of Building a Budget
  • Stage 2 - Managing the Project
  • Stage 3 - Project Post Mortem
Tying Projects into Overall Company Financials and Cashflow
Q&A Session

Webinar Agenda

Introduction to Project Management
The 7 C’s of the Project Life Cycle
  • Understanding the 7 critical phases of the project life cycle: Concept, Criteria, Configuration, Construction, Commissioning, Completion, and Closeout.
The Four Pillars of Construction Success
  • Deep dive into Budget, Schedule, Quality, and Safety.
  • Strategies to balance these pillars and ensure project success.
Building and Leading the Right Team
  • The dynamics of assembling and managing a strong construction team.
  • Roles, responsibilities, and the importance of communication and collaboration.
Preparing for Project Closeout & Owner Occupancy
  • Important steps to take when closing out the project and getting it ready for owner occupation
Q&A Session

Webinar Agenda

Introduction
Why should contractors build on social media?
What are the biggest benefits to building a social media presence?
How to build a social media strategy?
  • Why are you posting?
  • Who are you targeting?
  • What should you post?
  • Where should you post?
  • When should you post?
  • How should you go about doing social media?
Q&A Session
Coralee Beatty

Fractional COO, Thrive HQ

EXPERT GUEST
Coralee Beatty, Fractional COO, Thrive HQ

Coralee Beatty is dedicated to empowering women in trades and construction, fostering profitability, flexibility, and freedom within the industry. As a passionate advocate for gender equality, Coralee's impact extends beyond her professional roles, as she emerges as a compelling speaker, captivating podcast host, and reliable advisor. Her fervent dedication to cultivating growth and fostering innovation in construction positions her as a trusted guide for businesses navigating today's competitive landscape, offering a guiding light for those seeking excellence in the dynamic realm of construction entrepreneurship.

Greg Archer

COO, KFE Solutions

Greg Archer serves as the Chief Operations Officer at KFE Solutions, a Fractional CFO firm dedicated to the construction and professional trades sectors.

With 24 years of experience as an entrepreneur and CFO/COO, Greg has successfully led multiple organizations, from startups to businesses generating multiple eight-figure revenues. His extensive expertise includes guiding companies from near bankruptcy to profitability, expanding single-location businesses into franchises, and steering firms through the challenges of the COVID-19 pandemic to achieve high profits. Additionally, he has established global business operations, acquired commercial real estate, initiated and managed non-profits, and facilitated multiple seven-figure business sales. Greg's industry experience spans home healthcare, event production, and professional trades. He is a graduate of the Harvard Executive Education program and was nominated for CFO of the Year in San Diego.

Jonathan Cor

Founder, Customer Growth

Jonathan Cor is the founder of Customer Growth - A commercial construction social media agency. He works with 7, 8, and 9-figure contractors helping them build their brand through social media.

Rocio Luna

Producer, Insurax Inc.

Rocio Luna is a seasoned commercial insurance producer with a specialized focus on the construction and staffing industries. At Insurax, Rocio leverages nine years of experience in managing workers' compensation claims, particularly within the stringent regulatory landscapes of California, Arizona, Texas, Washington, Nevada, and New York. She is well-versed in dealing with high Experience Modification Rates (EMRs), helping businesses struggling with frequent workers' compensation claims, general liability, auto, and employment practices issues.

Rocio's approach is deeply rooted in risk management. She provides tailored risk management programs aimed at reducing premiums for businesses with 25 or more employees, primarily targeting contractors and staffing agencies. Her expertise in cumulative trauma claims and state-specific workers' compensation laws has led to significant cost savings for her clients. Rocio is not just an insurance provider; she positions herself as a strategic partner, bridging the gap between employers, insurance carriers, and the often-misunderstood workers' compensation system.

Cory Thomas-Fisk

Founder, Construction Management Online

Cory has been involved in almost every aspect of the Construction Industry – Federal/Tribal, Public Works, Commercial & Residential projects, working as a Field Engineer, Construction & Project Manager, Facility Director Executive, Private Consultant, Facilitator and an Education Advocate for over 18 years as a College Professor.

Cory is a graduate of Texas A&M University, Bachelor of Science & has a Master of Arts in Curriculum & Instruction. Cory’s experience lends her a unique perspective and well-rounded approach to building professional & personal life balance strategies with a focus on Self-Awareness, Transitional Skill sets, Mindset, Leadership & Construction Management Concepts. Cory has used this industry knowledge to design the industry changing Curriculum for the personal development program - CONSTRUCTION MANAGEMENT ONLINE & CONSTRUCTION MANAGEMENT ESSENTIALS.