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2019 ESICA CSIA Fall Conference
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2019 ESICA CSIA Fall Conference

Join us at our 2019 ESICA CSIA Fall Conference in Naples, Florida!

9/5/2019 to 9/7/2019
When: Thursday, September 5, 2019
Where: The Ritz-Carlton, Naples
280 Vanderbilt Beach Road
Naples, Florida  34108
United States
Contact: Allison Wieland
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Hotel Information | Registration FeesConference Sponsorship |  Schedule of EventsSpeakersActivitiesMobile App

Conference SPonsors:






Cost: $625

Click here to register as a conference sponsor!!

Included in sponsorship:

- All attendees from sponsor company will receive $125 off his/her registration cost  

- Sponsor name displayed on event promotion and throughout the conference

- Post-event acknowledgement in our newsletter

- Sponsors have the opportunity to make a 3-5 minute presentation at the conference. 

Hotel Information:

Group Rate: $199/night

Reservation cut-off date is August 9, 2019. All reservations made after this date, will not be eligible for the group rate.

Hotel Website


Book your reservation by calling 877-590-8187 or use the information below to book online.

Online Booking Link:

Schedule of Events:

Thursday, September 5th

1:00 PM - 5:00 PM Registration

2:00 PM - 5:00 PM ESICA Executive Board Meeting

3:00 PM - 5:00 PM CSIA Executive Board Meeting

5:00 PM - 7:00 PM Associates Cocktail Reception


Friday, September 6th

7:00 AM - 8:00 AM Breakfast

8:00 AM - 8:30 AM Opening Session

8:30 - 9:00 AM NIA Update

9:00 AM - 10:15 AM Keynote Presentation

10:15 AM - 10:30 AM BREAK

10:30 AM Associate Breakout Presentation

10:30 AM Contractor Breakout Presentation

12:00 PM Activities

7:00 PM Annual Fall Conference Dinner


Saturday, September 7th

7:30 AM - 8:30 AM Breakfast

8:30 AM - 10:30 AM Contractor Breakout Meeting

8:30 AM - 10:30 AM Associate Breakout Meeting

10:30 AM - 11:30 AM ESICA Board Meeting

10:30 AM - 11:30 AM CSIA Board Meeting

11:30 AM Joint Board Meeting

Registration Fees:

Early Registration ends on August 9th!!

Contractor Member: $800 (Early Registration $750)

Associate Member: $925 (Early Registration $875)

Guest/Spouse: $275
Non ESICA/CSIA Member: $1,000 (Early Registration $950)
Optional Add-Ons:
  • Golf Tournament at the Tiburón Golf Club (Includes lunch): $200/person
  • Poolside Cabana Experience: $175/person


Keynote Presentation: managing in an uncertain economy

Connor Lokar, Program Economist at ITR Economics


Connor provides economic consulting services for businesses, trade associations, and Fortune 500 companies across a spectrum of industries. His economic insight and forecasting experience play a key role in ITR Economics' 94.7% forecast accuracy.

Moving through the early stages of 2019, we are turning our attention to what the leading indicators are saying about the economy for the end of 2019 and 2020. The clouds are darkening with respect to the US consumer and residential construction markets this year which will have consequences for commercial markets in 2020. There are business cycle changes that are reshaping the future, and there are policy actions that will have an impact on our future—and others that won’t. The consumer drove the economy to its recent peak; attend and find out why we think the consumer is in a weakened position in 2019. Tariffs, global uncertainty, the stock market, incomes, and interest rates all have a part to play in the outlook and Connor will paint the picture so that attendees will walk away with a clear understanding how the economic environment will impact their business and their bottom line. 

Walk away from this session with:
A clear vision for the future for the US economy, consumer and construction markets
Knowing what leading indicators matter
Inflation expectations
What could make the future look better & what could make it look worse
How US debt and demographics will shape the 2030’s
Strategic objectives to apply to prepare for the future

National Insulation association (NIA) Update:

Michele M. Jones, NIA Executive Vice President/CEO and Dana Vlk, NIA President


Michele M. Jones, NIA Executive Vice President/CEO and Dana Vlk, NIA President, will be joining us to present on NIA’s current activities, as well as how to get the most out of our National Insulation Association!

associate breakout PRESENTATION: Creating Intentional and amazing customer journeys

Joanna Pineda, CEO & Chief Troublemaker Matrix Group International, Inc.


Customer expectations are higher than ever before! Want to make sure you’re delivering an exceptional customer experience for every person your company interacts with - every time? Want to serve, connect with, and nurture your customers and leads in a deeper way to create loyalty and engagement like never before? Of course you do! But how do you make it happen? Join Matrix Group CEO Joanna Pineda as she shares the secret sauce for crafting an intentional strategy to shape your customers’ journeys and determining the tools you need to act on them. 

She’ll explore how to:
Identify your customer journeys, from submitting an inquiry on your website, to placing an order, to calling with a problem, to receiving an invoice and making a payment
Identify the unique needs and desires of your different customer types
Determine what tools are best suited for each customer type, from website, to emails, marketing automation, phone calls, personalization, and more. 
Add touches to your customer journeys to make them delightful and amazing
Implement your new strategy, and properly train your staff
And more!

Joanna Pineda is CEO of Matrix Group International, Inc., a digital agency that helps organizations increase membership, sales and customer engagement. Matrix Group's services include web design, content management systems, mobile apps, e-commerce, members-only portals, systems integration, hosting, social media, e-marketing, and has been SMACNA and NIA's digital partner for over 25 years. Her goal is to help organizations create amazing customer journeys across web, mobile and social media. 

CONTRACTOR breakout PRESENTATION: cyber security & Revenue recognition

Carl Oliveri, CPA, CCIFP, CFE, MBA, Partner, Construction Practice Leader, NYC Office Market Leader Grassi & Co.


With the passing of the Financial Accounting Standards Board’s (FASB), ASC 606: Revenues from Contracts with Customers, the way that revenue is recognized within a company has changed and there are major penalties for not complying with the new standard. Join Grassi & Co.’s Construction Practice Leader, Carl Oliveri, CPA, CCIFP, CFE, as he discusses the proper way you should now be recognizing revenue within your company and transitional tips to ensure you are compliant with the new issuance.  

Much like not recognizing your revenue correctly, there are consequences for not protecting your business against cyber threats and attacks.  Carl will also be discussing how cybersecurity continues to be a growing priority for organizations of all sizes, across all industries and why it is important to be prepared prior to a breach. 

Carl Oliveri is a Partner and the Construction Practice Leader at Grassi & Co. Carl possesses 20 years of experience working with clients in the Construction Industry, particularly concerning financial statement preparation, income tax preparation, cash flow and operations forecasting as well as litigation and cost claim support with related negotiations. His 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 nationally at the American Institute of Certified Public Accountants (AICPA) and Construction Industry CPAs-Consultants Associations (CICPAC) Construction Conferences, and across the Metropolitan area including: the New York State Society of Certified Public Accountants (NYSSCPA) Construction Conference, and the General Contractors Association, Building Trade Employers’ Association. Additionally, he has published articles on contemporaneous issues such as the current state of the New York Metropolitan Construction Industry, American Taxpayers Relief Act, Contractors’ Sales Tax Issues and the upcoming impact of Public Private Partnerships.

Carl is a member of the Executive Committee and the Past President of CICPAC, where he also serves as the Thought Leader Committee chair. A two time past chairperson of the NYSSCPA Construction Contractors Committee, Carl also serves on the board for the New York City Chapter of the Construction Financial Management Association (CFMA) as the Vice President, holds an at-large position on the board of the Institute of Certified Construction Industry Financial Professionals (ICCIFP) and participates on the CPA Advisory Board for the National Association of Surety Bond Producers. Other professional associations include American Institute of Certified Public Accountants (AICPA), the worldwide and New York City Association of Certified Fraud Examiners.

Carl earned his Bachelor of Science in Accounting and his Masters of Business Administration with a concentration in Management from the York College of Pennsylvania. 

Carl was recently featured in Crain's New  York Business regarding a look at the latest trends in the Construction Industry. Click here to check it out!


Golf Tournament at the Tiburón Golf Club:


Tiburón Golf Club is located in Naples, Florida. It has two courses, Gold and Black, both designed by Greg Norman, twice the winner of The Open and formerly the top-ranked player in the world. From Australia, Norman’s nickname on the PGA TOUR was “The Great White Shark,” and tiburón is the Spanish word for shark.

Tiburón is designated as a Certified Audubon Cooperative Sanctuary by Audubon International. In 2006, the club was the first to use customized Segway golf carts and introduced GolfBoard in 2016.

The Golf Club is part of a golf community by the same name. The Ritz-Carlton Golf Resort, Naples, is also located on the property. Tiburón Golf Club is home to Bobby Clampett’s Impact Zone Golf, which features private lessons, multi-day golf schools, junior camps, and more.

Club Rentals available for $65, which includes 6 golf balls. Rentals are to be paid for at the course.

Poolside Cabana Experience:

The perfect poolside refuge! Space is limited!

Join ESICA and CSIA for a luxury poolside cabana experience, which will include:
- Cabana butlers
- Lounge chairs
- Sunscreen and tanning oil
- Seasonal fruit
- Lunch service
- 1 Signature Cocktail (Naples sunset or mojito)
- Bottled water and assorted non-alcoholic drinks
- Access to DirectTV

This is a great activity where you can relax by the pool and network with other attendees. This activity is limited to 30 persons! Be sure to register early! The cabana experience will take place from 12 - 5pm. You are free to come and go as you please! All participants who sign up for the poolside cabana experience will be given a wristband, which will allow them access to cabana section.

Conference Mobile App:

Download the official Fall Conference Mobile App! -- Sponsored by Owens Corning & Owens Corning Foamglas

Download the app on iOS or Android:
1. Visit on your device and follow instructions on page.
2. You’ll be asked to install Yapp from the app store (if you don’t have it already).
3. Open Yapp and tap “Download an existing Yapp” and your app will appear.

Don’t have an iOS or Android device? You can view this app from your desktop browser by clicking the URL above.