A round table discussion that will dive into all aspects of the relationship between General Contractors and Subcontractors. We will discuss the highs and lows – what has gone wrong on jobs in the past and what has gone exceptionally well; and how we can work to ensure we repeat our successes. An open discussion about the prequalification process, payment terms, and risk management.

 Three Learning Objectives:

1. The importance of written agreements, clear communication, mutual respect, and understanding each party’s roles and responsibilities            

 2. The financial risks that subcontractors assume and issues concerning cash flow, financing costs, and             potential project delays.

 3. The requirements behind pre-qualifications – reviewing financial stability, past performance, and credentials – what should you look for and what may not be as important? 

Moderator:

Adam J. Schleper, CLA

Adam started his career in public accounting at CLA in central Minnesota where he focused on construction and real estate companies after working summers on construction crews. In 2012, he relocated to the CLA Dallas office to begin the construction practice in Texas. He relocated to San Antonio in 2021 to serve the Central and South Texas markets. Adam now primarily focuses on the assurance and consulting service lines. Adam is a principal with the CliftonLarsonAllen Construction and Real Estate Groups and is the Texas construction group leader. Adam has more than sixteen years of experience providing assurance, tax, and consulting services to privately held businesses and their owners.

Panelists:

John Farrow, Bartlett Cocke General Contractors

John Farrow has over fifteen years of construction and real estate experience.  He received a bachelor’s degree of Business Administration in Finance from Lamar University in Beaumont, TX and a Master of Accountancy degree from The University of Texas at San Antonio.  John is a strategic, disciplined and accomplished executive leader with a background of diverse roles and expertise in Finance and Accounting. He confers on matters of corporate finance with other departments and is integrally involved in the development and execution of business strategy. He also works closely with the executive team on managing the company’s capital structure, financing transactions, company financial investments, financial analysis, administrative process compliance and improvement, and leads the Human Resources team.

John is a corporate officer and an employee-owner of Bartlett Cocke General Contractors and is a member of the AGC-San Antonio Education Committee.  John is married with four kids, all of whom are in elementary school!

Tom Wright, E-Z Bel Construction

Tom Wright brings over 25 years of experience in the finance and tax sector, with a proven track record of leadership and expertise in accounting and fiscal management. Tom began his career in 1996 as a Tax Partner at Padgett, Stratemann & Co., LLP, where he served for two decades, honing his skills in strategic tax planning and compliance. In 2016, he joined RSM US LLP as a Tax Partner, continuing to deliver high-level financial solutions and advisory services until 2023.
 

Currently, Tom serves as the Chief Financial Officer at E-Z Bel Construction, LLC, where he oversees financial strategy, operations, and compliance, contributing to the company's ongoing success.
Tom holds a Bachelor of Business Administration (BBA) in Accounting from Texas A&M University and is a Certified Public Accountant (CPA) licensed in the State of Texas. His extensive experience and dedication to excellence have made him a trusted leader in the financial field.