Because Construction Isn't Risky Enough: Mitigating Banking Risks

It can seem like the chance for failure is lurking everywhere—within one bad job, mismanagement of cash flow in the CFO's office, or in lack of skills on the job site. During this NASBP Virtual Seminar CPA Carl Oliveri of GRASSI Advisors & Accountants will share insights into steps that your contractor clients can take to mitigate banking risks. Carl will start by examining the road that we have traveled so far and where that has brought the current state of the Construction Industry, before diving into outline strategies for mitigating banking risks.

Carl Oliveri

Partner, Construction Practice Leader

Grassi

Carl Oliveri is the Construction Practice Leader and a partner at Grassi. Carl possesses over 20 years of experience advising owners and executives within the Construction industry, particularly in regards to project-centric and companywide financial modeling, operational strategy development, financial statement attest services and income tax method analysis. This extensive industry experience allows him to provide insight and advice to construction clients on marketplace trends and best practices.

A thought leader in the industry, Carl has presented at national construction conferences hosted by the American Institute of Certified Public Accountants (AICPA) and Construction Industry CPAs and Consultants (CICPAC) associations and across the Metropolitan area, including at the New York State Society of Certified Public Accountants (NYSSCPA) Construction Conference and the New York metropolitan trade associations’ events. Additionally, he has published articles on an array of contemporaneous issues impacting the construction community.

Carl is currently participating on the Construction Financial Management Association’s (CFMA) Emerging Issues Task Force and is a member of the National Association of Surety Bond Producers CPA Advisory Board. Prior to that, he served as a member of the Executive Committee of CICPAC, where he currently serves as the Thought Leader Committee chair. He has also served on the board for the New York City Chapter of CFMA, held an at-large position on the board of the Institute of Certified Construction Industry Financial Professionals (ICCIFP), and was the chairperson for the NYSSCPA Construction Contractors Committee.

Other professional affiliations include membership in the AICPA and the worldwide and New York City chapters of the Association of Certified Fraud Examiners. Carl earned his Bachelor of Science degree in Accounting and his Masters of Business Administration with a concentration in Management from the York College of Pennsylvania.

See your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.