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Presenter: Jake Ortego PE, CCE, CCP, CCA

Seminar Date:

Seminar Location: Online

This seminar is closed or full.

Agenda:

Part 1, Wednesday, August 12, 2020
11:00 am – 2:30 pm CDT (incl. 15-min. break)


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



Part 2, Thursday, August 13, 2020
11:00 am – 2:30 pm CDT (incl. 15-min. break)

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



Webinar Instructions

Each webinar session earns continuing education credit and can be registered for individually. All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.


Certificates of completion will be provided for each webinar attended and will be sent via email in PDF form about five business days after the conclusion of the series.


Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements: 
Windows 7 - 10 or Mac OSX Mavericks (10.9) - macOS Catalina (10.15)


Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled


Internet connection:
 Minimum of 1Mbps       Hardware: 2GB RAM or more


For more information, visit the Support section at www.gotowebinar.com

Credit Information:

Who Should Attend

  • Architects
  • Engineers
  • Contractors

Professional Engineers:
     6.5 PDHs

Architects:
     6.5 CE Hours
     6.5 AIA LU|Elective

Accountants:
     7.5 CPE Credits



Continuing Education Credit Information

This webinar is open to the public. This intermediate level, group online course offers accountants 7.5 CPE hours in the field of Specialized Knowledge. A basic level understanding of the construction industry is recommended, and no advance preparation is required.

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.

Speakers:

Jake Ortego PE, CCE, CCP, CCA

Co-Founder, Partner at JACEA

Mr. Ortego is a licensed mechanical engineer with over 25 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 2 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. Additionally, he has developed and implemented financial and project controls, as well as policies and procedures for the design-procurement-construction process. He has performed project controls and project management for projects between $50MM to $1.2B.

Tuition Costs:

Standard Tuition: $299.00
Online Tuition (pre-registration): $299.00
Group Prices
3 or more people each: $199.00

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 Online

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 audit and discuss the ethical responsibilities auditors have during the audit process.

LUs: 6.5                                                                                              LU Type: LU|Elective

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.