Finance in Construction Summit (10.21.25)
Name:
Finance in Construction Summit (10.21.25)
Date:
October 21, 2025
Time:
8:00 AM - 1:00 PM MDT
Registration:
Register Now
Event Description:
Stay ahead of a shifting economy in a focused, half-day summit built for construction companies. Get what you need now and what’s coming next with classes on short-term tactics and resources as well as long-term strategies and evolving issues across construction finance.
Presenters: Aldrich CPAs + Advisors LLP; CLA (CliftonLarsonAllen LLP); Corporate Capital Inc.; CUI Wealth Management; Eide Bailly; Granite Canyon Wealth; Larson CPA; Northwestern Mutual; WSRP
Presenters: Aldrich CPAs + Advisors LLP; CLA (CliftonLarsonAllen LLP); Corporate Capital Inc.; CUI Wealth Management; Eide Bailly; Granite Canyon Wealth; Larson CPA; Northwestern Mutual; WSRP
| Session 1 | Leveraging Retirement Plans to Solve Labor Challenges |
| CUI Wealth Management | |
| Michael Sayre | |
| AI 101: A Practical Introduction to Artificial Intelligence in Construction | |
| Eide Bailly | |
| Nick Mortensen, MISM | |
| Building Wealth in a New Era: Navigating OBBBA, M&A and Tax Strategies for Contractors | |
| CLA (CliftonLarsonAllen LLP) | |
| Brendan Sullivan; Matt Bartholomew; Jeff Walker; Rich Haubrich, CPA; Brian Bevan, CFPA; Byron DeStigter, CPA | |
| Update on the One Big Beautiful Bill | |
| WSRP | |
| Bruce Gulso, CPA, CVA | |
| Session 2 | Elevating Your Employees Financial Understanding Is an Investment Worth Making |
| Granite Canyon Wealth | |
| Megan Palazzo | |
| Retirement Group Benefits & Key Employee Planning | |
| Northwestern Mutual (High country Wealth Management Team) | |
| Casey Smoot; Skyler Burton | |
| Nailing Down the Numbers: Constructions Guide to the One Big Beautiful Tax Act | |
| Aldrich CPAs + Advisors LLP | |
| Jeremy McAdams | |
| Taxes, Business Protections and the New “Big and Beautiful Bill” | |
| Corporate Capital Inc. | |
| Brent Carlson; Derk Kapp | |
| Session 3 | How the 2008 Financial Crisis, Covid Policy, Wall Street, and the Tech Industry Are Impacting Utah Contractors Today and How to Take Advantage of the Opportunity |
| Granite Canyon Wealth | |
| Megan Palazzo | |
| High country Horizons: Business Continuity and Estate Tax Mitigation | |
| Northwestern Mutual (High country Wealth Management Team) | |
| Casey Smoot; Skyler Burton | |
| Before the Fall: How to Spot and Stop Financial Failure in Construction | |
| Aldrich CPAs + Advisors LLP | |
| Jeremy McAdams | |
| Everything You Need to Know: One Big Beautiful Bill Act | |
| Larson CPA | |
| Craig Swindlehurst, CPA |
