| Course Expiration: |
October 14, 2027 |
| Course Type: |
Contractor |
| Professional Credit Hours: |
3.0 |
| HVAC Specific: |
No |
| Energy Specific: |
No |
| Course Name: | 2025 Construction Finance Summit |
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| Course Outline & Objectives: | Half-day summit on taxes, tariffs, cash flow, tech and benefits; short-term tactics and long-term strategies for Utah contractors. |
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| Objective File | Finances in Construction - Session Lineup.pdf |
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| Course Schedule |
10/21/2025 |
| Calendar Events |
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Date: 10/21/2025 Location: Salt Lake
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| Keywords: |
|
| Location(s): |
Salt Lake
|
| Teaching Method: | Live |
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| Company Name: | AGC of Utah |
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| Phone: | 801-363-2753 |
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| Address: | 2207 South 1070 West |
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| City: | Salt Lake City |
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| State: | UT |
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| Postal Code: | 84119 |
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| Email Address: | tsmith@agc-utah.org |
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| The Course Provider is: | a professional association or organization involved in the construction trades |
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| Signup Link: | https://members.agc-utah.org/events/details/finance-in-construction-summit-10-21-25-15166 |
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| Instructor First Name: | Jeremy |
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| Instructor Last Name: | McAdams |
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| Instructor License #: | |
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| Instructor Resume: | |
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| Instructor Resume: |
Jeremy McAdams.pdf |
| Instructor First Name: | NIck |
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| Instructor Last Name: | Moretensen |
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| Instructor License #: | |
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| Instructor Resume: | Nick Mortensen, MISM | Eide Bailly
Nick helps construction companies put data and AI to work in estimating, scheduling, and back-office workflows. His focus is practical tools that cut rework, speed decisions, and improve cash flow.
He has led pilots that connect job-site data to project controls and finance, translating tech into measurable ROI that field leaders and controllers can trust. His approach is vendor-neutral and hands-on.
MISM stands for Master of Information Systems Management. It is a graduate degree focused on building and governing business technology with clear business outcomes. |
|---|
| Instructor Resume: |
Nick Mortensen.txt |
| Instructor First Name: | Megan |
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| Instructor Last Name: | Palazzo |
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| Instructor License #: | |
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| Instructor Resume: | Megan Palazzo | Granite Canyon Wealth
Megan advises contractors on markets, benefits, and employee financial literacy that supports retention and morale. She turns big-picture trends into simple action steps for Utah firms.
Her recent work includes financial-wellness programs for crews and owner briefings on risk, rates, and growth. She is known for clear language and practical checklists.
Megan partners with finance and HR to align compensation, benefits, and training with business goals. She keeps the guidance educational and not product-driven. |
|---|
| Instructor First Name: | Casey |
|---|
| Instructor Last Name: | Smoot |
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| Instructor License #: | |
|---|
| Instructor Resume: | Casey Smoot | Northwestern Mutual,
Casey works with owners on continuity, key-employee, and succession strategies that protect enterprise value. He focuses on planning that is tax-aware and realistic to maintain. |
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| Instructor Resume: |
Casey Smoot.txt |
| Instructor First Name: | Brent |
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| Instructor Last Name: | Carlson |
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| Instructor License #: | |
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| Instructor Resume: | Brent Carlson | Corporate Capital Inc.
Brent advises closely held construction companies on entity structure, asset protection, and tax strategy. He focuses on steps owners can implement right away.
His work sits at the intersection of legal, tax, and operations to help firms scale while managing risk and documentation. |
|---|
| Instructor Resume: |
Brent Carlson.txt |
| Instructor First Name: | Derk |
|---|
| Instructor Last Name: | Kapp |
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| Instructor License #: | |
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| Instructor Resume: | Derk Kapp | Corporate Capital Inc.
Derk helps contractors align business protections with growth. He works on structure, compliance, and documentation so expansion does not erode profit.
He has supported owners through fast-growth phases, tightening controls and roles to prevent costly missteps.
Derk centers his advice on vendor-neutral best practices that teams can keep up after the session. |
|---|
| Instructor First Name: | Craig |
|---|
| Instructor Last Name: | Swindlehurst |
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| Instructor License #: | |
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| Instructor Resume: | Craig Swindlehurst, CPA | Larson CPA
Craig specializes in construction taxation and compliance for contractors of all sizes. He pairs technical updates with checklists firms can use before year-end.
He works closely with owners and controllers to connect bid strategies with tax and cash-flow timing.
CPA is the Certified Public Accountant license. It signifies education, experience, and exam passage to provide audit, tax, and advisory services and to represent clients before tax authorities. |
|---|
| Instructor First Name: | Brian |
|---|
| Instructor Last Name: | Bevan |
|---|
| Instructor License #: | |
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| Instructor Resume: | Brian Bevan, CFP | CLA (CliftonLarsonAllen LLP)
Brian is a Senior Wealth Advisor who helps owners align company finance with personal planning, compensation, and transition strategy. He focuses on clarity and practical steps.
He partners with CFOs to balance cash needs, risk, and long-term goals for families and key employees. |
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| Instructor First Name: | Brian |
|---|
| Instructor Last Name: | Bevan |
|---|
| Instructor License #: | |
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| Instructor Resume: | Brian Bevan, CFP | CLA (CliftonLarsonAllen LLP)
Brian is a Senior Wealth Advisor who helps owners align company finance with personal planning, compensation, and transition strategy. He focuses on clarity and practical steps.
He partners with CFOs to balance cash needs, risk, and long-term goals for families and key employees. |
|---|
| Instructor First Name: | Brent |
|---|
| Instructor Last Name: | Carlson |
|---|
| Instructor License #: | |
|---|
| Instructor Resume: | Brent Carlson | Corporate Capital Inc.
Brent advises closely held construction companies on entity structure, asset protection, and tax strategy. He focuses on steps owners can implement right away.
His work sits at the intersection of legal, tax, and operations to help firms scale while managing risk and documentation. |
|---|
| Instructor Resume: |
Brent Carlson.txt |
| Instructor First Name: | Derk |
|---|
| Instructor Last Name: | Kapp |
|---|
| Instructor License #: | |
|---|
| Instructor Resume: | Derk Kapp | Corporate Capital Inc.
Derk helps contractors align business protections with growth. He works on structure, compliance, and documentation so expansion does not erode profit.
He has supported owners through fast-growth phases, tightening controls and roles to prevent costly missteps.
Derk centers his advice on vendor-neutral best practices that teams can keep up after the session. |
|---|
| Instructor First Name: | Jeremy |
|---|
| Instructor Last Name: | McAdams |
|---|
| Instructor License #: | |
|---|
| Instructor Resume: | |
|---|
| Instructor Resume: |
Jeremy McAdams.pdf |
| Instructor First Name: | NIck |
|---|
| Instructor Last Name: | Moretensen |
|---|
| Instructor License #: | |
|---|
| Instructor Resume: | Nick Mortensen, MISM | Eide Bailly
Nick helps construction companies put data and AI to work in estimating, scheduling, and back-office workflows. His focus is practical tools that cut rework, speed decisions, and improve cash flow.
He has led pilots that connect job-site data to project controls and finance, translating tech into measurable ROI that field leaders and controllers can trust. His approach is vendor-neutral and hands-on.
MISM stands for Master of Information Systems Management. It is a graduate degree focused on building and governing business technology with clear business outcomes. |
|---|
| Instructor Resume: |
Nick Mortensen.txt |
| Instructor First Name: | Megan |
|---|
| Instructor Last Name: | Palazzo |
|---|
| Instructor License #: | |
|---|
| Instructor Resume: | Megan Palazzo | Granite Canyon Wealth
Megan advises contractors on markets, benefits, and employee financial literacy that supports retention and morale. She turns big-picture trends into simple action steps for Utah firms.
Her recent work includes financial-wellness programs for crews and owner briefings on risk, rates, and growth. She is known for clear language and practical checklists.
Megan partners with finance and HR to align compensation, benefits, and training with business goals. She keeps the guidance educational and not product-driven. |
|---|
| Instructor First Name: | Casey |
|---|
| Instructor Last Name: | Smoot |
|---|
| Instructor License #: | |
|---|
| Instructor Resume: | Casey Smoot | Northwestern Mutual,
Casey works with owners on continuity, key-employee, and succession strategies that protect enterprise value. He focuses on planning that is tax-aware and realistic to maintain. |
|---|
| Instructor Resume: |
Casey Smoot.txt |
| Instructor First Name: | Craig |
|---|
| Instructor Last Name: | Swindlehurst |
|---|
| Instructor License #: | |
|---|
| Instructor Resume: | Craig Swindlehurst, CPA | Larson CPA
Craig specializes in construction taxation and compliance for contractors of all sizes. He pairs technical updates with checklists firms can use before year-end.
He works closely with owners and controllers to connect bid strategies with tax and cash-flow timing.
CPA is the Certified Public Accountant license. It signifies education, experience, and exam passage to provide audit, tax, and advisory services and to represent clients before tax authorities. |
|---|