June Meeting

 WHEN: Wednesday, June 18th

MCM Elegante Hotel and Event Center

2020 Menaul Blvd. NE

Albuquerque, NM 87107

 11:30 – 2:00

Please RSVP to Jennifer Deal at jdeal@geraldmartin.com or 505-823-6828

Cost - $25.00

Meeting Topic:  IT Update

It's longer than our usual luncheon, but the content is worth your time.  Presenters will be Del Ameko of Jaynes Corporation, Gary Barker of Atkinson & Co. Ltd., Huxley Dunsany of Apple, Inc. and John Milton from the Kinney Agency.

CFMA's 2008 Annual Financial Survey Is Underway Online.

The financial survey that benchmarks the industry is underway. There is no better way to evaluate and benchmark industry contractors. Why participate?  Your company data adds value and all study participants are eligible to receive the survey report at an 80% discount off the suggested sales price. And now the report comes with the Benchmarking Builder for side-by-side financial results comparisons.

Just click on the following link to begin:http://survey.cfma.org/run/cfma2008/26499

“To provide resources to meet challenges of construction financial professionals"

President’s Message… 

President’s Message…

Hello CFMA Members! 

I want to thank Sam Brandt again for a great presentation on Pivot Tables last month.  This was enlightening to me as I have never used this function of Excel and I am excited about trying it out now. 

I had a great time at the CFMA National Conference in Orlando and encourage all to try to attend in the future.  Those who did attend from our chapter got the privilege of seeing Past President, Kris Romero, give an acceptance speech for an award bestowed upon our chapter.  (She did a great job!)  The 2009 conference will be in Las Vegas and in 2010 it will be held in Hawaii.  If you are an Officer or Board Member or Committee Chair it may be easier to convince your boss that you should attend the national conference.   So think about getting more involved. (hint! hint!).

At the Chapter Summit I attended a breakout session on chapter communications.  Wow was I proud when the moderator of the group used our chapter newsletter as the goal to strive for.  Very few chapters publish a monthly newsletter like we do and he stated that ours was “highly sophisticated and professional”.  Kudos goes to Colleen Seeley, Jennifer Deal and all the members who have contributed articles.

Our deadline for scholarship applications was last month and we had a good response from our applicants – so thanks for getting the word out.  The decision on the amounts to be awarded will be made by the Student Liaison Committee in July.

Thanks to Todd Reinert and Dean Willingham for another great Golf Tournament held earlier this week.  We had great participation, raised a lot of money for future scholarships and had a blast! 

Hope to see you all at our next general meeting on June 18^th, our annual IT Update.  Please remember to RSVP as this meeting is generally very well attended and we need to make sure we have a large enough room.  May I also extend an invitation to all to attend our Board of Directors meeting on June 25^th.

Kathy Packer, Chapter President

Albuquerque Chapter Recognized at CFMA National Conference

The Albuquerque Chapter of CFMA was the recipient of four awards in the 56-90 member category and our achievements were displayed in a power point presentation showcase at CFMA’s 2008 Annual Chapter Recognition Program Awards Breakfast.  All the members who attend our meetings and get involved in our activities helped earn these awards.  You should all be very proud of yourselves.

Chairman’s Excellence Award

This award is given to the chapters that score at the highest level in the Chapter Recognition Program.  Points are awarded in seven categories: Member Services, Membership Development, Special Events / Projects, Academic / Student Liaison, Communications / Public Relations, CFMA Participation and Chapter Governance.

Distinguished Progress Award

This award was given to our chapter due to the fact that we improved our Chapter Recognition score by at least 10% over the previous year.

Member Services Award

This award is based on a qualitative review of the nature, scope and effectiveness of those activities that accomplish the CFMA’s Core Purpose of providing resources to meet the challenges of construction financial professionals.  These activities include regular chapter meetings, seminars and training sessions, salary or other surveys, social functions, member recognition programs, job banks, and chapter maintained websites.

  Chapter of the Year 

This award is given to a chapter in recognition of their exceptional overall merit demonstrated in the categories of Member Services, Membership Development, Special Events / Projects, Academic / Student Liaison, and Communications / Public Relations.  Kris Romero gave an acceptance speech that highlighted our achievements in these categories.

Aon Corporation – Insurance Services

C. Dawn Brazell – (505) 889-6720 & Tracy Duran (505) 889-6783

 Atkinson & Co. – Certified Public Accountants & Consultants

Barbara Lewis, CPA & Dean Willingham, CPA – (505) 843-6492

 Downey & Company – Insurance Services

Katie Corcoran – (505) 881-0300

 Grant Thornton – Accounting & Business Advisory Services

David Gifford – (505) 855-7930 & Britt Jeffcoat – (505) 855-7919

Great American Insurance – Bonds

Chris Ramirez – (303) 933-9970

 Jaynes Corporation – General Contractors

Wayne Davenport & Tracy Utterback – (505) 345-8591

 Kinney Agency – Bonds & Insurance

Sam Conlee – (505) 254-4243

 Moss Adams– Consultants & Certified Public Accountants

Clarke Cagle, CPA and Katrina Lucero, CPA’s – (505) 830-6200

USI Southwest – Insurance, Bonds, Financial Planning
Mark A. Menicucci, VP – (505) 256-6317  mark.menicucci@usi.biz

If you wish to be a supporter of the newsletter, please send company information to Michelle Lontok michellel@auiinc.net.  The cost is $50.00 for one year (April 2008 through February 2009) and you will be recognized each month in the newsletter as a supporter of the CFMA Newsletter.  Your support is greatly appreciated.