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Presenter: Jake Ortego PE, CCE, CCP, CCA

Seminar Date:

Seminar Location: Arlington, VA

Hilton Garden Inn Arlington/Courthouse Plaza
1333 North Courthouse Road
Arlington, VA 22201
Phone: 703-528-4444

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Agenda:

Registration:                        8:00 - 8:30 am

Morning Session:                8:30 am - 12:00 pm

Lunch (On your own):         12:00 - 1:00 pm

Afternoon Session:             1:00 - 4:30 pm


What is Construction Auditing?

    Understanding the nature of construction audit 
      and how it relates to other types of auditing


Terms, Lingo, and Documentation

   Learn the language of construction as it is used within auditing


Relationship of the Data

   Gain insight into the fundamental relationship of the available data
   Learn how this relationship is the basis of reconciliation and validation


What can be Audited and When?
   Explore what can be audited at each stage of a project lifecycle
      based on the execution method being used

Audit Tasks

   Contracts 
   Changes
   Costs 
   Subcontractors
   Labor 
   Insurances


Bringing the Data and Findings Together

   Learn how to take the analysis to completion in a way 
      that is specific to the construction industry


Audit Finding Examples

   Observe and discuss examples of findings from real projects


Audit Ethics

   Explore the ethical responsibilities that an auditor 
      has during the construction audit process

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Architects
  • Engineers
  • Contractors

Professional Engineers
     6.5 Continuing Ed. Hours

Architects
     6.5 Continuing Ed. Hours
     6.5 AIA LU|Elective

Accountants
     7.5 CPE Hours

Contractors
     Non-Credit Continuing Ed.


Continuing Education Credit Information

This seminar is open to the public and offers 6.5 continuing education hours to professional engineers and architects in Virginia. Educators and courses are not subject to preapproval in Virginia.

This event has been approved by the American Institute of Architects Continuing Education System for 6.5 LU|Elective (Sponsor No. J885). Only full attendance can be reported to the AIA/CES. Visit www.halfmoonseminars.org for complete AIA information under this course listing.

Professional engineers and architects seeking continuing education credit in other states will be able to claim the hours earned at this seminar, in many cases. Refer to specific state rules to determine eligibility.

This 7.5 credit-hour course offers intermediate-level CPE hours to accountants in the area of specialized knowledge. A background in the construction industry is recommended, and no advance preparation is recommended. HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org., Sponsor No. 103015.

This seminar offers a non-credit continuing education opportunity to construction contractors; it has not been approved by any state contractor licensing entity for continuing education purposes.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire program. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers:

Jake Ortego PE, CCE, CCP, CCA

President and Founder of JA Cost Engineers and Advisors, Inc., Pennsylvania

Mr. Ortego is a licensed mechanical engineer with over 24 years of experience in all phases of the design-construction process and extensive involvement in the project controls, project management and engineering management of industrial and commercial projects. Prior to starting JACEA, he served as the vice president of construction consulting for Commercial Cost Control, Inc., Mr. Ortego also held a position with Deloitte’s Construction Advisory Group and spent more than seven years in consulting engineering with Eichleay Engineers and SNC-Lavalin in Pittsburgh, PA. During this time, he spent two years managing an engineering office in the Philippines that focused on new construction and facility upgrades for commercial and institutional work. Mr. Ortego also has significant experience in project controls, including schedule management, cost engineering, progress audits and bid evaluations. He has prepared and published numerous white papers and presentations on construction auditing and controlling construction costs. Mr. Ortego has conducted management and financial controls assessments of significant capital projects with a goal of improving performance and mitigating strategic and operational risks for projects ranging from the millions to over $7B.

Tuition Costs:

Standard Tuition: $289.00
Online Tuition (pre-registration): $289.00
Group Prices
3 or more People: $269.00

Each registration includes one copy of a manual prepared by the seminar speakers.

AIA Info:

AIA Provider Statement:

HalfMoon Education Inc. is a registered provider of AIA-approved continuing education under Provider Number J885. All registered AIA/CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider of learning program may be sent to AIA/CES (cesupport@aia.org or (800) AIA 3837, Option 3).

This learning program is registered with AIA/CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product.

AIA continuing education credit has been reviewed and approved by AIA/CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA/CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

Course Title: Construction Auditing

Delivery Method: Live

Course Description: This 6.5 hour live lecture presentation examines the nature and objectives of construction audits, the audit process, analyzing the findings of a construction audit, and ethical standards for auditors.

Learning Objectives: 

Learning Objective 1:
Learners will be able to explain the objectives of construction audits, and how they compare to other types of audits.

Learning Objective 2:
Learners will be able to identified what can be audited at each stage of the project.

Learning Objective 3:
Learners will be able to identify and describe the tasks that are performed in the audit process.

Learning Objective 4:
Learners will be able to review and interpret the findings from construction audits, and discuss the ethical responsibilities auditors have during the audit process.

LUs: 6.5                                                                                              LU Type: LUs.

Prerequisites: Familiarity with project management.

Advance Preparation: None

Program Level: Intermediate

Course Expiration Date: 09/06/2022

Complaint Resolution Policy:

Complaints regarding this course can be emailed to doug@halfmoonseminars.org or by calling (715) 835-5900. A HalfMoon Education representative will respond within 72 hours to resolve the complaint, which will include, but not limited to, access to another CE activity at no or reduced cost or a full or partial refund. Each instance will be resolved on a case-by-case situation.