Day Two

8.00 Check-In & Networking

8:30 am Chair’s Opening Remarks

Evolving the Role of Estimators

8:40 am Exploring Role & Skills Requirements of Estimators to Meet the Demands of an Evolving Industry

  • Fred Park Director - Preconstruction, Fisk Electric

Synopsis

  • Outlining how estimators add value beyond counting to provide analytical insights to support business development teams and clients
  • Exploring the issue of ‘freecon’, is it a burden or benefit to drive company growth and how does it change the role of estimators?
  • How are MEP firms recruiting to ensure they have the skillsets needed to address market requirements?

9:20 am Panel Discussion: Improving Onboarding & Training Processes to Upskill Your Estimating Team & Combat Brain Drain

  • Jason Gonzalez Estimating Manager, AMPAM Parks Mechanical
  • Grisel Gray Director - Preconstruction & Estimating, Gilmore Construction

Synopsis

  • Implementing structured onboarding processes to ensure strong foundations for new estimators to confidently interpret drawings and estimate accurately
  • Creating in-house training programs which invest in newer employees to seamlessly transfer industry expertise from experienced peers
  • Developing an online education portal to increase accessibility of learning and development programs
  • Establishing a system of knowledge sharing to develop lessons learned and encourage tangible change

10.00 Morning Refreshments

Balancing Capacity, Opportunity & Risk

10:30 am Panel Discussion: Managing Company & Team Capacity to Target the Maximum Market Opportunity

Synopsis

  • Balancing volume and value to assess the right opportunities to pursue
  • Analysing backlog and work in progress to accurately establish internal resource availability
  • Working with external partners to reinforce capacity and capabilities

11:10 am Case Study: How We’re Using AI to Automate Tasks & Expedite the Estimating Process

  • Jad Chalhoub Director - Business Analytics & Technology Solutions Implementation Lead, Rosendin Electric, Inc.

Synopsis

  • Identifying instant-win opportunities to drive efficiently through automation and AI
  • Exploring data collection and process standardization requirements
  • Balancing out-of-the-box vs in-house development and how to work with technology providers to support the needs of MEP firms

11:50 am Identifying instant-win opportunities to drive efficiently through automation and AI • Exploring data collection and process standardization requirements • Balancing out-of-the-box vs in-house development and how to work with technology providers to suppo

  • Warren Neubauer Senior Estimator - Mechanical, Electrical & Plumbing, Mortenson Construction

Synopsis

  • The impact of MEP specialist expertise in predicting and mitigating risk to project scope and timelines
  • Navigating when MEP estimates have to be adjusted to fit changing project scope
  • Examining common pitfalls for large complex projects and how to reduce risk from MEP and GC perspectives

12.30 Networking Lunch

Managing Materials & Supply Chain

1:30 pm Audience Discussion: Managing Long Lead Times & Critical Path Materials Effectively to Avoid Costly Delays

Synopsis

  • Ensuring a seat at the table to gain early insight into key systems requirements and flag potential challenges and alternative solutions
  • Maintaining relationships with critical suppliers and vendors to stay up to date on critical materials and component availability
  • Building in realistic contingency plans and cost escalation for long lead items
  • Establishing robust processes to ensure the supply-chain is integrated into project schedules

2:10 pm Staying Informed of Advances in Building Systems & Technology Requirements to Deliver Better Value in Estimating

  • Matt Haney Director of MEP Services, Batson-Cook Construction

Synopsis

  • Learn how to track and understand the implications of advancing systems technology to understand the precise material and design implications to prevent change orders and scope gaps
  • Dynamically compare costs and impacts across different technological models and itemize these for clients
  • Fostering ongoing education and information exchange between the estimating team and project partners to combat siloed information and decision making

2:50 pm Chair’s Closing Remarks

3:00 pm End of Conference