Pre-Conference Training

We are once again offering professional development training of DBE, ACDBE and UCP certifying professionals as a “pre-conference” activity. This training will be held Friday, June 16 and Saturday, June 17 from 8:30 am to 4:30 pm.

  • Day 1 will focus on certification and will include Financial/Tax Analysis for DBE/ACDBE Certifiers
  • Day 2 will focus on Administering DBE/ACDBE Programs

Classes will be presented by M. Denise Bailey and Lavon Chancy JD, CPA of Milligan & Company, LLC.

When registering you may choose to register ONLY for the pre-conference training or select it as an a la carte item in the “Conference Extras” section of your full conference registration. For more information please call 215.496.9100 or email dbailey@milligancpa.com.

Friday, June 16
Certification Standards

  • Social and Economic Disadvantage*
  • Business Size*
  • Business Ownership
  • Business Control
Certification Procedures

  • Application Form
  • Notification of Complete Application
  • Site Visit Best Practices
  • Denials and Appeals

*Includes verification of Business Size and Personal Net Worth, based on review of corporate structures (e.g. sole proprietorship, LLC, partnerships, and S Corp), Business/Personal tax documents and Financial Statements/Balance Sheets. 

Saturday, June 17
  • Overview of the DBE/ACDBE Regulations and DOT Guidance
  • Roles and Responsibilities of DBELEO/ACDBELO and others
  • Goal Setting
  • Small Business Element
  • Procurement Solicitation, Award and Administration Considerations
  • Good Faith Efforts
  • Termination and Substitutions
  • DBE/ACDBE Monitoring and Reporting
  • Commercially Useful Function
  • Shortfall Analytics
  • Reviewing Concessions Joint Venture Agreements

Workshops

2:00 pm – 3:15 pm Concurrent Workshops

Workshop I – Title VI and Americans with Disabilities Act (ADA)/Section 504 Requirements for Airports, Salon A

Moderator: Michael Freilich, Director, National External Operations Program, FAA

Panelists: Marcus England, Team Lead, National Airports Civil Rights Policy and Compliance, FAA
Jonathan Ocana, Equal Opportunity Specialist, Departmental Office of Civil Rights (DOCR), USDOT
Jonathan Klein, Team Lead, Airport Disability Compliance Program, FAA
Janet Long, Team Lead, Airport Nondiscrimination Compliance Program, FAA

Workshop II – The Magic of Bonding for Contractors, Salon B

Moderator: Joanne Brooks, Vice President & Counsel, The Surety & Fidelity Association of America

Panelists: Angela Roberson, Director of Diversity and Contract Compliance, Ferrovial Agroman
                Esther Francis, Project Manager, Fronza & Francis LLC
                Tracey Lawrence, President, Heis Surety & Insurance Services Inc.
                Carolyn Ellison, Community Development, Turner Construction

Workshop III – The Magic of Writing Winning Concessionaire Proposals, Salon C

Moderator: Tonja Pastorelle, Pastorelle Marketing Group, Inc.

PanelistsFrancis Wilmore, ASL Architects
                Nicole Dial, Managing Partner, Concord 10 Concessions, LLC
                Clarence A. LeJeune, CEO, LeJeune and Associates, LLC

3:30 pm – 4:45 pm Concurrent Workshops

Workshop IV – FAA: Common Certification Misunderstandings and Mistakes, Appeals and Q & A, Salon A

Moderator: Gene Roth, National Team Lead, DBE/ACDBE Compliance Program, FAA

Panelists: Marc Pentino, Lead Equal Opportunity Specialist, Departmental Office of Civil Rights (DOCR), USDOT
                Sam Brooks, DBE Appeal Team Lead, Departmental Office of Civil Rights (DOCR), USDOT

Workshop V – Take-offs and Landings – Wealth Destination: Understanding Financial and Tax Strategies for Business Owners, Salon C

Presenters: Reginald C. Thompson, Thompson Wealth Advisors
                   Jovan Goldstein, CPA, JT Goldstein

Workshop VI – Social Equity: Economic Development, Partnerships and Planning, Salon C

Moderator: Holli Harrington, Director of Supplier Diversity, Indianapolis Airport Authority

Panelists: Gabriele Mack, Vice President, Economic Inclusion & Supplier Development, Jacobs
                Dr. Steven Nakana, Social Equity Manager, Port of Portland

Workshop VII – Houston, we have a problem: Protecting Your Business and Managing Cyber Security Risks in the Digital Age, Salon F

Moderator: Michael Stephens, General Counsel & Vice President of Information Technology, Tampa International Airport

Panelists: Terry Speigner, President/CEO, NGEN
                Mareco Edwards, Attorney, South River Partners

2:30 pm – 3:45 pm Concurrent Workshops

 

Workshop I – FAA: Small Business Transportation Resource Center (SBTRC) Assistance for DBEs and ACDBEs, Salon A

Moderator: Dolores Leyva, Compliance Specialist, DBE/ACDBE Compliance Program, FAA

Panelists: Tony Arps, Gulf Region Director, USDOT Small Business Transportation Resource Center (SBTRC)
                Adrianna Clark, Southeast Region Director, Small Business Transportation Resource Center (SBTRC)
                Joe Jackson, Supplier Diversity Director, Atlanta Aviation Associates (A3)

Workshop II – Public Private Partnerships (P3): The Magic in Innovative Project Delivery Systems, Salon B

Moderator: Dwight Pullen, Senior Vice President and National Aviation Director, Skanska

PanelistsKaven Swan, Principal, HOK
                Frank R. Wengler, AECOM
                Tina Millan, Senior Vice President, US Director of Aviation, Parsons Brinckerhoff

Workshop III – The Magic of Money: Taking Flight with Access to Capital, Salon C

Moderator: JT Goldstein, CFO, AMAC

Panelists: Roger Worrell, CFO, SSP America Inc.
                George Wm. Tinsley, Sr., President & CEO, Tinsley Family Businesses
                Marques Warren, President, DBE Loans

Workshop IV – Disappearing Act: Making Letters of Credit Disappear in lieu of Concessionaire Bonds, an Airport Lease Guarantee Alternative, Salon F

Moderator: Charlene Reynolds, President/CEO, Creative Insurance Concepts

Panelists: Nancy Zbozny, Financial Products Underwriter (Commercial Surety), Great American Insurance Group
                Leslie Benson, CEO, Departure Media
                Roger Schwandtner, Business Development Manager, Creative Food Group
                Dale Greig, Vice President of Business Development, SureTec
                Pam Housley, Concessionare Manager, Dallas Fort Worth International Airport

4:00 pm – 5:15 pm  

Workshop V – Joint Venture Monitoring Requirements

Moderator: Ron Evans, Deputy Procurement Director for Outreach/DBELO, Wayne County Airport Authority

Panelists: Robin Gibson, Executive Assistant, Property Management/Business Development, Philadelphia International Airport
                Delores P. Leyva, Compliance Specialist, FAA Office of Civil Rights
                Wilbur Barham, Deputy Director, Civil Rights National Policy and Compliance, FAA Office of Civil Rights

Workshop VI – The Disaster Recovery: Expecting the Unexpected: The Magic of Planning Ahead for When Disaster Strikes – What Clients Wish They Knew from the Beginning, Salon F

Presenters: Keely Thibodeaux, Landmark Consulting, LLC