10-12pm Workshop D

Better Interpreting Client Expectations in an RFP to Ensure Your Bid Perfectly Matches Their Needs

Client expectations in RFPs are not always clear. But to win work, it is critical to understand exactly what a client requires, regardless of the detail laid out in an RFP.

Join this workshop to:
• Read between the lines to identify key client expectations, project requirements and potential ambiguities
• Communicate effectively with clients and ask constructively for clarity in less detailed RFPs
• Bridge the gap between construction terminology and client friendly language to align expectations of both parties
• Create bids that align precisely with client expectations and needs

Ken Baumgartner, Director of Preconstruction, Choate Construction

12pm Lunch Break

1-3pm Workshop E

Uncovering Critical Techniques for Positioning Your Firm Competitively in Your Proposal to Stand Out as the Contractor of Choice

Once you have mastered the art of meeting client expectations in an RFP, the challenge becomes one of standing out against competitors and communicating your organization’s ability to take on a project and exceed client expectations.

Join this workshop to:
• Understand the importance of taking a marketingdriven approach to answering RFPs that clearly outline your organization’s alignment in expertise
• Learn how to structure your proposals to align with project requirements and increase your chance of being selected as the contractor of choice
• Explore techniques to maintain high-quality proposals even when facing time constraints
• Utilize the proposal process to create long-lasting partnerships with clients beyond the bidding stage

Paul Christen, Vice President of Preconstruction, TACK Builders

3pm Afternoon Refreshments

3:30-5:30pm Workshop F

How We Built the Business Case With Existing Clients for Integrated Preconstruction

Get the inside scoop on how McCarthy demonstrated the value of integrated preconstruction, discovering the strategies that worked for them in the real world, and learning how to win over your new & existing clients with this game-changing approach.

Join this workshop to:
• Understand the value of integrated preconstruction and how it boosted the success of the company’s projects
• Analyze strategies for identifying client needs and demonstrating how integrated preconstruction aligns with these
• Dissect the pushbacks this company faced in their plight to obtain client buy-in so you are prepared to handle these objections
• Participate in a Conditions of Satisfaction simulation to understand how to define and achieve success for all project stakeholders

Colleen Martindale, Vice President of Preconstruction, McCarthy Building Companies

10-12pm Workshop G

Defining & Mitigating Labor & Supply Chain Risk to Minimize Their Impact on Your Project

In a post-covid world, supply-chain and labor disruptions have been rife, causing huge delays to projects and unforeseen cost increases. The key to mitigating the impact of these issues is being able to clearly identify, define and create a plan that minimizes the risk to your project.

Join this workshop to:
• Learn how to identify key labor and market risk factors that could affect your project
• Utilize market trend analysis to adopt effective risk management strategies so that you can proactively address vulnerabilities
• Strike the balance between risk mitigation and project viability: How can you communicate any uncertainties about project viability to clients?

Rose Jesse CPE, Manager of Cost Estimating, Hazen & Sawyer 

12pm Lunch Break

1-3pm Workshop H

Preventing Claim Risk From the Outset to Protect Your Organization & Project Partners

Claim risk is a source of anxiety for many general contractors, especially as design and trade contracting firms find their budgets stretched and materials become more expensive. To remain confident in the success of your project you must first understand how to mitigate the risk of legal claims altogether.

Join this workshop to:
• Develop a comprehensive understanding of any budget shortfalls of your project partners from the outset
• Understand the foundations of construction claims including common causes and triggers
• Lift the lid on risk mitigation strategies such as effective project planning, contract management and documentation
• Address the question of liability in legal claims to protect your organization should any claims arise

John Armstrong , Principal Consultant, Civic CM 

Brandon Marchioni, Senior Director, Civic CM 

Scott Horne, Senior Consultant, Civic CM 

3pm Afternoon Refreshments

3:30-5:30pm Workshop I

Establishing a Robust Prequalification Process for Trade Contractors to Ensure They Can Meet Project Requirements

With building systems becoming increasingly more complex, and disruption in pricing and supply chains on-going, it’s more important than ever to ensure the trades you hire are reliable, efficient and meet the budget requirements of your projects. However, the
simple task of effective prequalification is becoming a huge challenge.

Join this workshop to:
• Assess best practices for selecting trades based on their financial performance and risk of bankruptcy to ensure your team are delivering to client expectations
• Uncover how trades are managing workflow, manpower, and supplies to determine whether they are the best fit for your project
• Analyze historical data and use client recommendations to verify the most reliable trade contractors that will consistently meet deadlines and specifications

David Sherman, Vice President of Preconstruction, BIM & VDC, Lee Lewis Construction 

10-12pm Workshop J

Connected Preconstruction: Gaining Insight
for Better Project Outcomes

Learn how to streamline and automate processes, centralize data, and improve project outcomes.

Join this workshop to:
• Learn about Connected Preconstruction - what it is and how it can automate and simplify common preconstruction tasks
• Experience a demo lead by Procore’s product experts of the Connected Preconstruction workflow
• Learn about our partnerships and integrations
• Understand why Connected Preconstruction delivers better insights, collaboration and project outcomes

Bruno Pasini, Senior Solutions Engineer, Procore

Jeremy Chasen, Senior Business Development Manager, Procore

Tiffany Wong, Senior Strategic Product Consultant - Preconstruction, Procore

12pm Lunch Break

1-3pm Workshop K

Cultivating Robust, Transparent & Integrated Data Frameworks Tailored to the Requirements of Each Project Partner

With so many systems and softwares, integrating the datasets of every project partner is a real challenge. To create a streamlined, problem-solving data culture on your projects you must harness a deeper understanding of how to cut through the clutter and
create an accessible and easily tailored set of data frameworks.

Join this workshop to:
• Understand the diverse data requirements of each project partner to enable simple customization of data frameworks
• Promote transparency in data sharing and communication amongst project partners
• Uncover how to integrate data from multiple sources, softwares and systems to create a unified data environment
• Discover how to create clear, accessible data structures that facilitate informed decision-making

Kelly Ortiz, Director of Estimating, McCarthy Building Companies 

3pm Afternoon Refreshments

3:30-5:30pm Workshop L

Developing Your Data Collection Practice to
Provide Better Value for Future Projects

Preconstruction professionals are often frustrated
at the chaos of datasets they are presented by the field. This data often lacks context and is hard to apply to future projects when creating plans, schedules and estimates.

Join this workshop to:
• Outline to your field teams the importance and
benefits they can experience from providing data collected in the field
• Establish and maintain organized and accurate historical data repositories from both preconstruction and project delivery that can be used easily by anyone in the organization
• Lift the lid on how to maintain data continuity throughout a project’s lifecycle to prevent the loss of critical qualitative data and context

Darrell Torres, Senior Director of Preconstruction,
The Irvine Company