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© 2022 Robins & Morton

The construction industry faces unique financial challenges, including vulnerabilities to fraud, managing cash flow for liquidity, and optimizing tax strategies. This session provides insights into the latest trends and best practices. We'll explore methods for detecting and preventing fraud, strategies for maintaining healthy cash flow, and explore tax-saving opportunities specifically relevant to construction businesses.

CPE Learning Objectives:

1. Evaluate current fraud risks within the construction industry and identify effective internal controls for prevention and detection.
2. Analyze cash flow management strategies to ensure project liquidity and financial stability.
3. Develop an understanding of tax optimization techniques applicable to construction businesses, considering current regulations and tax laws.

CPE: 1 hour
Level: Basic
Prerequisites: None

All three guest speakers are from Synovus Financial Corp., a financial services company based in Columbus, Georgia.

Jimmy Puckett, Senior Director, Private Wealth, Synovus Bank

Jimmy grew up in Birmingham and has lived here his entire life except his undergraduate years at Auburn University. Jimmy has spent his entire career working in banking having been employed by Regions Bank, Synovus, and BBVA. Jimmy leads Synovus’ Private Wealth team for the Alabama Region as a Senior Director. Early in his career, Jimmy obtained an MBA at UAB and participated in Project Corporate Leadership and Leadership UAB. Jimmy has long been involved in several local organizations. 

David Neely, Managing Director, Deposit & Liquidity Strategy, Synovus Bank

David Neely is a seasoned banker with over 29 years of experience in liquidity and asset management. Before joining Synovus in August of 2023, David worked for Regions Bank for 10 years, most recently managing Institutional Asset Management relationships and Corporate Commercial Liquidity Advisory. Earlier in his career, David worked in multiple capacities at Goldman Sachs, Morgan Stanley, Lehman Brothers, & SunTrust. He currently resides in Nashville, TN. 

Blake Roberson, Senior Treasury Management Consultant, Synovus Bank

Blake Roberson has 17 years of experience in treasury management and works primarily with middle-market companies in the Wholesale Bank at Synovus. Blake supports customers all over the country but primarily works in the Alabama, Tennessee, and Georgia markets. Blake has the primary responsibility of supporting wholesale banking customers with their daily cash management needs specifically assisting in strategies that will create efficiencies through automation in accounts receivable, accounts payable, and bank reconciliation.