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 Requirements for Airports, Salon A

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

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

Workshop IV – 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

3:30 pm – 4:45 pm Concurrent Workshops

Workshop V – Common Certification Misunderstandings and Mistakes, Appeals and Q & A, Salon A

Workshop VI – The Magic of Money: Taking Flight with Access to Capital, Salon B

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

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

2:00 pm – 3:15 pm Concurrent Workshops

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

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

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

Workshop IV – 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

4:00 pm – 5:15 pm  

Workshop V – Joint Venture – Ensuring Commercial and Regulatory Success