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Computer Skills Estimating Foreman Management Safety Office/Clerical Skills Project Management Sales/Service Webcasts Seminar Catalog January–June 2013

Transcript of Seminar Catalogcpmca.org/wp-content/uploads/2013/03/CPMCA-Seminar... · 2018-03-12 ·...

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Computer Skills • Estimating • Foreman • Management • Safety

Office/Clerical Skills • Project Management • Sales/Service • Webcasts

Seminar Catalog

January–June 2013

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For questions, please contact Marta Martin at [email protected] 213-417-9178 1

SEMINAR CATALOGJanuary–June 2013

Contents

CPMCA Executive Committee, Board of Directors and Staff . . . . . . . . . . . . . . . .2

Education Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Letter from the Executive Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Schedule at a Glance by Month . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Schedule at a Glance by Track . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

2013 Instructors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–9

Computer Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10–11

Estimating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Foreman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14–15

People Management/Skills (NEW!) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Project Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17–19

Safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Sales/Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Webcasts – Available on CPMCA’s Website . . . . . . . . . . . . . . . . . . . . . . . . 22–25

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Executive Committee 2012–2013Don Chase, President Muir-Chase Plumbing Co., Inc.

Steve Klaus, Vice President Performance Mechanical, Inc.

Rick Moreno, Secretary Astro Mechanical Contractors, Inc.

John Odom, Treasurer Murray Company

Robert Felix, Past President All Area Plumbing, Inc.

Board of Directors Term Ending 12/31/2014

Scott Baker University Mechanical & Engineering Contractors – Los Angeles

Mike Cables Kinetic Systems, Inc.

Michael C. Davis H.L. Moe Company, Inc.

Jim DeFlavio Murray Company

Joe Saenz Allison Mechanical

Bryan Suttles Suttles Plumbing & Mechanical Corporation

Board of Directors Term Ending 12/31/2013

Steve Cornelius University Mechanical & Engineering Contractors – San Diego

Steve Felix, Jr. All Area Plumbing, Inc.

Steve Fosdick Southland Industries

Reed McMackin Pan-Pacific Plumbing & Mechanical

Les Osterberger A.O. Reed & Company

David Quirk ACCO Engineered Systems

Education CommitteeShaabini Alford Murray Company

Scott Baker University Mechanical & Engineering Contractors – Los Angeles

Travis Craven All Area Plumbing, Inc.

Beni Monaco All Area Services, Inc.

Bryan Suttles Suttles Plumbing & Mechanical Corporation

CPMCA StaffChip Martin Executive Director

Marta Martin Director of Education

Dana Giambalvo Office Manager

CPMCA Executive Committee, Board of Directors and Staff

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For questions, please contact Marta Martin at [email protected] 213-417-9178 3

SEMINAR CATALOGJanuary–June 2013

Letter from the Executive DirectorWe are very pleased to present CPMCA’s fourth annual course catalog featuring classes January – June 2013. Great advances have been made in cultivating this first-in-class educational program; one the CPMCA membership takes great pride in supporting. The number of participating employers in the program continues to increase each year. The program has multiplied exponentially over the past three years. Over sixty days of training were offered in 2012 with nearly 1,300 individuals participating in as few as one and as many as 10 sessions each.

Our forecast is that enrollment will continue to increase as our contractor members and their staff continue to enroll in our rich program targeting a diverse audience of company owners, office personnel, project managers and foremen.

We are proud to launch CPMCA’s new web-based registration system that allows members to manage their individual registrations and that of their staff. Our curriculum continues to gain credibility within the mechanical contracting industry and is promoted by CPMCA employers to end-users and general contractors.

We are confident those in the field are the best trained in their craft and that office personnel have equally impressive skillsets. Our curriculum compliments all professions within the plumbing/mechanical industry.

CPMCA Mission StatementThe mission of CPMCA is to provide representation of its members to enhance their business and profitability through education and labor relations. This Association will provide a partnership for progress between Labor and Management; setting aside differences, to unite in the common goal of expanding the market share of the union mechanical contracting industry.

Vision StatementCPMCA is the organization of choice, a progressive leader and voice for the union plumbing and mechanical contracting industry in Southern California, providing business opportunities, education, fair employment, honesty, and integrity and family values.

Goal & GuaranteeOur goal is to offer a comprehensive first in class educational program unparalleled in the industry which will continue to advance the professional, technical and managerial skills of our member contractors and their employees. If you are not fully satisfied with a particular program, we will gladly provide a full refund.

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SCHEDULE AT A GLANCE BY MONTH

The following is a list of classes offered during the first half of 2013.

January

11 Managing Change Orders & Documenting Construction Disputes

29 Contracts 101; A Specialized Knowledge Module Hosted by CFMA

February

6 SB-474 – A Ban on “Type 1 Indemnity” – Effective on or after January 1, 2013

8 & 9 Project Management 5 & 6

12 Microsoft Excel 2010 – Level 1

21 Time Management for Construction Leaders

27 Basic Business Writing for Foreman & Safety – The Foreman’s Critical Role

March

8 Smart Negotiating

12 Microsoft Excel 2010 – Level 2

April

10 Creative Problem Solving and Decision-Making & Understanding Personalities – Yours & Theirs

11 Strategic Planning For Successful Business & Managing Your General Contractor

19 Real Cost of Change Orders - Change Orders for Project Managers & Direct Cost of Changes

23 Microsoft Excel 2010 – Level 3

May

3 & 4 Project Management 7 & 8

7 Microsoft Publisher 2010

10 Presenting Like a Pro & Team Building 101

June

7 A New Era of Estimating

19 Growing and Developing Supervisors

Anytime - Webcasts

Workplace Violence (NEW )

Retro-Commissioning (NEW )

Mechanical Estimating Techniques (NEW )

BIM 101 (NEW )

Active Listening

Water Efficiency and How It Relates to Green Building

Going Green – Valuable Opportunities for Mechanical Contractors

Green Building: LEED Certification “So You Want to be a Green Contractor”

Green Building: LEED Certification and Sustainable Design

Microsoft Office 2007 Overview

Microsoft Office 2007 Excel

Excel: Excel Solver Procedure

Excel: Summarizing Data with Subtotals in Excel

Excel: Insert Excel Sheet into Word

Excel: Microsoft Word fill-In Forms

PowerPoint: Introduction to PowerPoint 2007

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For questions, please contact Marta Martin at [email protected] 213-417-9178 5

SEMINAR CATALOGJanuary–June 2013

SCHEDULE AT A GLANCE BY TRACK

The following is a list of classes offered during the first half of 2013.

Computer Skills•Microsoft Excel 2010 – Level 1

Tuesday, February 12, 2013

•Microsoft Excel 2010 – Level 2 Tuesday, March 12, 2013

•Microsoft Excel 2010 – Level 3 Tuesday, April 23, 2013

•Microsoft Publisher 2010 Tuesday, May 7, 2013

Estimating•The New Era of Estimating

Friday, June 7, 2013

Foreman •Basic Business Writing for Foreman & Safety

– The Foreman’s Critical Role Wednesday, February 27, 2013

Management•Contracts 101; A Specialized Knowledge

Module Tuesday, January 29, 2013

•SB-494 – A Ban on “Type 1 Indemnity” – Effective on or after January 1, 2013 Wednesday, February 6, 2013

•Smart Negotiating Friday, March 8, 2013

•Strategic Planning for Successful Business & Managing Your General Contractor Wednesday, April 11, 2013

Office and Clerical Cross-Training•None

People Management/Skills (NEW!)•Creative Problem Solving and Decision Making

& Understanding Personalities – Yours & Theirs Wednesday, April 10, 2013

•Growing and Developing Supervisors Wednesday, June 19, 2013

Project Management•Managing Change Orders & Documenting

Construction Disputes Friday, January 11, 2013

•Project Management 5 & 6 Fri & Sat, February 8 & 9, 2013

•Time Management for Construction Leaders Thursday, February 21, 2013

•Real Cost of Changes - Change Orders for Project Managers & Direct Cost of Changes Friday, April 19, 2013

•Project Management 7 & 8 Fri & Sat, May 3 & 4, 2013

Safety

•ClickSafety Online Courses Anytime! Available 24/7

Webcasts (NEW AVAILABLE!) •Workplace Violence (NEW ) •Retro-Commissioning (NEW ) •Mechanical Estimating Techniques (NEW ) •BIM 101 (NEW ) •Active Listening •Water Efficiency and How It Relates to Green

Building •Going Green – Valuable Opportunities for

Mechanical Contractors •Green Building: LEED Certification “So You

Want to be a Green Contractor” •Green Building: LEED Certification and

Sustainable Design •Microsoft Office 2007 Overview •Microsoft Office 2007 Excel •Excel: Excel Solver Procedure •Excel: Summarizing Data with Subtotals in

Excel •Excel: Insert Excel Sheet into Word •Excel: Microsoft Word fill-In Forms •PowerPoint: Introduction to PowerPoint 2007

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Troy Aichele became involved with the mechanical contracting industry while obtaining his Construction Management Degree from the University of Washington and working at the W.A. Botting Company. Apart from being a LEED Accredited Professional (O+M) as well as an accredited Green Plumbers USA Trainer, Troy has a B.S. degree in Construction Management from the University of Washington, an A.A.S. degree in HVAC and Refrigeration Design, and has worked in every facet as a Plumbing Contractor in the Pacific Northwest over the last 20 years specializing in Healthcare and Water Conservation.

Troy is Chairman of the MCAA’s (Mechanical Contractors Association of America) Career Development Committee, which oversees 48 student chapters in North American and manages the popular Student Chapter Competition held yearly at MCAA’s National Convention. Troy is also a member of MCAA’s Green Coordinating Committee and speaks nationally and locally through his consulting company Aichele and Associates, LLC. Troy has taught mechanical construction at the University of Washington as adjunct professor since 1998 and has been an invited speaker at the International Association of Plumbing & Mechanical Officials/World Plumbing Council (IAPMO/WPC) Energy Technology Symposium, American Water Works Association (AWWA) California-Nevada Spring Conference, and the Mechanical Service Contractors Association (MSCA) Annual Convention.

David Ashcraft specializes in the training area of financial management. His expertise is taking normally torturous subject matter and converting the content to be educational, engaging, and entertaining. He custom designs and delivers training and keynote speeches for business networks, associations, and banks. Ashcraft has been a highly-rated faculty member at Graduate School of Banking Colorado, Southwestern Graduate School of Banking and Graduate School of Banking LSU. He received his BA from Washington State University and is a graduate of Pacific Coast Banking School, where he later served as an associate director.

Jim S. Bain is a professional motivational speaker, published author, and successful business consultant with over 30 years of experience in getting things done. He has been a principal in a large independent insurance firm, a senior executive in a trade association and a construction company, as well as owning a retail business and his current consulting firm. In addition to serving as the Executive Director for three not-for-profit groups, Jim has served on the national faculty for the Associated General Contractors of America and the Mechanical Contractors Association of America He has been a featured speaker at the AGC/A national convention as well as the Construction

Financial Management Association national convention. Jim has a degree in Economics from Duke University and a Masters of Business Administration from the University of Puget Sound and has received additional formal training in the fields of Training, Marketing, Sales, and Risk Management. Described by his audiences as a cross between Mike Ditka and Jonny Carson, Jim entertains, amuses, and delivers hard hitting lessons on living a productive, successful and happy life.

2013 INSTRUCTORS

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For questions, please contact Marta Martin at [email protected] 213-417-9178 7

SEMINAR CATALOGJanuary–June 2013

Kathryn Crosby is the President and Owner of C2 Consulting, Inc., a firm that provides financial, safety, and other consulting services and training. Prior to starting her own business, she was Vice President/CFO for a Utah-based commercial and industrial mechanical contractor. She served on the Mechanical Contractors Association of America (MCAA) National Board of Directors and was Chairperson of the Project Managers Education Committee charged with oversight of the Institute of Project Management at the University of Texas—Austin. She also served as a Management Trustee for the Utah Pipe Trades Pension and Welfare Trust Fund and Mechanical

representative for the Utah Subcontractors Council. While serving as a Board Member of Associated General Contractors of Utah, she chaired the Specialty Contractor/Supplier Council. She currently serves on the faculty for the Institute of Project Management, Institute for Project Acquisition, Construction Education Institute, MCAA’s National Education Initiative and the United Association’s Instructor Training Course in Ann Arbor, Michigan.

Kathy de Jong, Principal of Performance Management has 16+ years experience in the formation, training and development of effective leaders and teams as a consultant and manager. She has a MA degree in Organizational Management and Development from Fielding Graduate University and has developed and delivered numerous programs since 2001 for SMACNA chapters across the United States and Canada. Kathy’s customized leadership initiatives and collaborative consulting partnerships have delivered results to numerous other customers and industries including: Comcast, Genentech, Kaiser Permanente, Webcor Builders and Wells Fargo. Her passion is helping

others to build upon their strengths while fostering her own journey of personal growth.

Prior to founding Performance Management, de Jong was a Regional Business Development Director and Area Vice President for Adecco, the world’s largest staffing firm. She has designed and delivered multiple learning and development and knowledge transfer programs for the University of the Pacific and San Jose State University and has assisted many organizations in developing leaders, strategies and partnerships towards benchmarks that matter.

Kevin L. Dougherty has been speaking to the construction industry for the past 27 years. Kevin represents a changing industry - aggressive, realistic, and open-minded. Kevin’s work and education experience enables him to relate to today’s problems and provides tangible solutions in an easy-to-listen style. He has taught thousands of people in various seminars. His client base ranges from family-owned businesses to corporate conglomerates. In addition to speaking and writing articles, Kevin has served as sales manager and corporate trainer for a multimillion-dollar mechanical contractor and specialty services contractor.

Kevin has also been a frequent speaker for various PHCC, ISA SBA, SMACNA, MCAA, MSCA, NECA, SMWIA, U.A., QSC, and numerous other trade associations and locals. Kevin’s humorous and energetic speaking style has made him a convention favorite. He has spoken to such groups as Benjamin Moore & Co., 3M, Johnson Controls, W.R. Grace, Ferguson Enterprises, Morton International, Manville/Schuller, York International, and Hagemeyer Electrical Australia, The National Labor College just to name a few. Kevin’s ability to entertain audiences and hold their interest while getting his message across consistently makes him one of the industries top speaking and training talents.

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Michael Geraghty is an expert on cross-cultural communication and negotiation. He has fourteen years corporate experience in a Fortune 500 Company in Silicon Valley, including Head of International Purchasing. Geraghty has negotiated deals and contracts all over America, Europe and Asia. He is an Adjunct Professor at St. Mary’s College, Moraga, CA, National Instructor for Institute of Supply Management, State Instructor for California CPA Society. He holds a Master’s Degree from UC Berkeley. IBM has called him “A master communicator” and Cisco says, “Geraghty is a delightful speaker.” He is featured in Dottie Walter’s classic book, The Greatest Speakers I Ever Heard.

John R. Koontz has 30 years of wide-ranging mechanical industry experience that includes contracting, academics, and consulting. He is a former Tenured Associate Professor in Purdue University’s Department of Building Construction Management. He is also the founder and former director of Purdue’s Mechanical Construction Management Specialization Program, In addition to his academic career, he spent 15 years in the employment of MCAA contractors in a variety of positions including senior project manager, project manager, project engineer, and estimator and is the founder of the 1st ever MCAA student chapter which was started at Purdue in 1993. Professor Koontz’s

family heritage of long-term UA family members (grandfather, great uncle, and father) provides a sincere and deep-rooted pride, interest, and concern for the future success and survival of all parties involved in union mechanical construction. .

Mark Matteson is in great demand internationally as a Speaker, Best-Selling Author, and Consultant. He is the founder and president of Pinnacle Service Group, Inc., Lynnwood, Washington. Mark has been called a Thought Leader, Street Scholar, an Idea Reporter, and an insightful Business Humorist. Since 1992, Mark has conducted thousands of presentations all over the world. He has written three popular books that have been translated in multiple languages. Conducting over 100 presentations a year, Mark brings a unique perspective, offers business education that produces results in an entertaining and inspirational way.

Mark started his career in HVAC in 1976 as a technician. Rising quickly, he learned both construction and service. Sales came easy to him and soon he was the top salesman in both projects and service agreements. Others wanted to know how he sold so much so he began writing and speaking. Thirty-five years later, Mark works with the finest and most successful HVAC Contractors and Associations in the country. Thought Leader, Idea Reporter, Sales/Marketing maven, Inspirational Speaker and International Best Selling Author Mark Matteson will offer up ideas for growing your service base, attracting and retaining the best people, overcoming obstacles, creating successful companies, delighted customers, and double digit net profit.

Dale Ortmann is a senior shareholder and co-founder of Hunt Ortmann, with more than 30 years’ experience in construction and real estate law. He works with construction industry clients from project inception, including contract preparation and negotiations, to project conclusion, including the resolution of construction claims and disputes in mediation, arbitration and litigation. His clients include public agencies, developers, contractors, subcontractors, material suppliers, design professionals, homeowners associations and sureties in such matters.

2013 INSTRUCTORS CONTINUED

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For questions, please contact Marta Martin at [email protected] 213-417-9178 9

SEMINAR CATALOGJanuary–June 2013

Representative projects include water/wastewater treatment plants, dams and reservoirs, tunnels, pipeline and utility projects, educational institutions, manufacturing facilities, hotels and resorts, hospitals and medical care facilities, commercial publishing facilities, convention centers, office low rise and high rise buildings, environmentally sensitive projects, historical projects, large tract and multiple residential construction, and custom single-family residential construction.

Ronald B. Pierce has practiced law in private law firms in Southern California for over 30 years. In 2010, while continuing to maintain a part-time private law practice, Ron accepted a new challenge by joining Griffith Company as its General Counsel. He continues to concentrate on construction, employment, and commercial contract issues, including dispute resolution and litigation. In particular, he has significant experience with complex construction disputes, including mechanics lien, stop notice, surety bond, delay, impact, disruption, inefficiency, extra-work, differing site conditions, bid-protests, subcontractor substitutions, terminations, and other construction claims and lawsuits.

Ron is an active member of the General Contractors of California’s Legal Advisory Committee and the American Bar Association’s Forum on the Construction Industry. He is a graduate of the University of California, Berkeley (A.B., Phi Beta Kappa) and of the UCLA School of Law (J.D., Moot Court Honors Program). The Lexis LexisNexis Martindale-Hubbell Peer Review Rating process awarded him “AV Preeminent” status, the highest possible rating for both legal ability and ethical standards for a practicing attorney.

Keith Rahn is a new faculty member (Assistant Professor) at Auburn University in the McWhorter School of Building Science. He served as an Instructional Assistant Professor at Illinois State University for 9 years in the Construction Management program. Mr. Rahn has taught classes in mechanical and electrical systems, project management & administration, estimating & project scheduling and construction material & methods. In 2007, the MCAA presented him with the “Educator of the Year” award at the national convention. With 15 years of mechanical industry experience in estimating, project management and ownership with MCAA contractors, his industry knowledge coupled

with his educational background provides an unparalleled classroom experience.

Thomas (Tom) L. Williams, P.E. was MCAA President in 2003. He recently retired from McKenney’s, Inc., a multi-disciplined construction and engineering firm based in Atlanta, and serving the Southeast. During Tom’s thirty-one years with the company, McKenney’s annual revenues grew from $3 million dollars to $145 million dollars. A significant portion of the work is design / build. Mr. Williams has been personally involved with the construction of hospitals, office buildings, museums, stadiums, public buildings, and industrial projects. Tom Williams is a graduate of the Georgia Institute of Technology where he received a degree in mechanical engineering. He has been

educating through the Mechanical Contractors of America National Education Initiative teaching industry professionals how to improve both their hard and soft skills. Mr. Williams presents regularly at local associations in the United States and Canada. He also teaches at MCAA’s Institute for Project Management and the Advanced Institute for Project Management. His seminars make extensive use of case studies and real project examples. Tom is also a consultant to local associations and contractors on labor negotiations and best business practices.

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Microsoft Excel 2010 – Level 1

New Horizons Learning Centers Tuesday, February 12, 2013 8:00 a.m. – 5:00 p.m. Members: Free Non-Members: $125

In this course, students will use Microsoft® Office Excel® 2010 to create spreadsheets and workbooks that they can use to store, manipulate, and share data. To be successful in this course, you should be familiar with using personal computers and you should have used the mouse and keyboard. You should be comfortable in the Windows environment and be able to use Windows to manage information on the computer. Specifically, you should be able to launch and close programs; navigate to information stored on the computer; and manage files and folders.

Microsoft Excel 2010 – Level 2

New Horizons Learning Centers Tuesday, March 12, 2013 8:00 a.m. – 5:00 p.m. Members: Free Non-Members: $125

This course builds upon the foundational Microsoft® Office Excel® 2010 knowledge and skills you’ve already acquired and sets you on the road to creating advanced workbooks and worksheets that will deepen your firm’s business intelligence. This course is meant for those desiring to gain advanced skill sets necessary for calculating data using functions and formulas, sorting and filtering data, using PivotTables and PivotCharts for analyzing data, and customizing workbooks. In this course, you will: create advanced formulas, analyze data with logical and lookup functions, organize worksheet data with tables, visualize data by using charts, and more.

COMPUTER SKILLS

We are pleased to launch online registration for our training program! You will now be able

to register for all CPMCA classes, modify your registration, forward class announcements to

others, and even register your personnel. Don’t be out of the loop! If you do not receive class

announcements, please feel free to contact our office to be added to the class invitation

distribution list. Registration for most courses opens 6 weeks prior to class. Should you

stumble upon any questions throughout the registration process, please contact Marta

Martin at 213-417-9178 or [email protected]. We thank you for your support!

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SEMINAR CATALOGJanuary–June 2013

Microsoft Excel 2010 – Level 3

New Horizons Learning Centers Tuesday, April 23, 2013 8:00 a.m. – 5:00 p.m. Members: Free Non-Members: $125

The students will learn about some of the more advanced features of Excel including automating common tasks, auditing workbooks to avoid errors, sharing data with other people, analyzing data, and using Excel data in other applications. This course is intended for a student who has experience working with Excel and would like to learn more about creating macros, working with shared documents, analyzing data, and auditing worksheets. After course completion you will know how to: automate worksheet functions, audit worksheets, analyze data, work with multiple workbook and import/export data.

Microsoft Publisher 2010 (1-Day Course)

New Horizons Learning Centers Tuesday, May 7, 2013 8:00 a.m. – 5:00 p.m. Members: Free Non-Members: $125

In this course, students will create, format, edit, and distribute publications. This course is intended for persons with a basic understanding of Microsoft Windows and Microsoft Word who need to learn how to use Microsoft® Publisher 2010 to create, layout, and edit publications. Upon successful completion of this course, students will be able to: get familiar with the Publisher 2010 environment, start working on a publication, modify the layout and structure of a publication, format text in a publication, edit the contents in a publication, format graphics in a publication and prepare a publication for distribution.

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The New Era of Estimating

Keith Rahn Friday, June 7, 2013 7:30 a.m. – 3:30 p.m. Members: Free Non-Members: $179 per person

The role of the estimator, which is extremely important to a firm, has evolved over the years. Estimators were seen as individuals who spend hours upon hours taking off and pricing jobs one right after another with little customer contact. Though take off and pricing is part of an Estimator’s day, many estimators are finding themselves greatly involved in sales and marketing of the company. They are involved in presentations to customers, support existing customer’s needs, securing new customers, and providing direction for their company. Currently, there is a great need for construction professional to be estimators. This course is perfect for individuals considering estimating as a career option as well as experienced estimators. The course will provide several opportunities for active participation. Examples of topics covered in this 6-hour course are:

•Defining and developing the Estimating Team

•Understanding the market and your company

•The “art” of negotiating

•Proper presentation methods

•Business writing techniques

ESTIMATING

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For questions, please contact Marta Martin at [email protected] 213-417-9178 13

SEMINAR CATALOGJanuary–June 2013

Basic Business Writing for Foreman (Session #1) & Safety – The Foreman’s Critical Role (Session #2)

Kathryn Crosby Wednesday, February 27, 2013 7:00 a.m. – 11:00 a.m. (Session #1) 12:00 p.m. – 4:00 p.m. (Session #2) Members: $25 per session Non-Members: $179 per session

This two-part session will cover the following topics:

•Session #1 – This course covers basic writing skills in items that a foreman would have to produce. Covered are written communications such as daily reports and progress reports, the proper way to communicate electronically, and the importance of good job documentation.

•Session #2 – The field foreman has perhaps the most influential role in creating and maintaining a company’s safety culture. This seminar will: Introduce and explain basic loss control concepts and explore how the foreman’s behavior and attitude affect safety.

•Registration option for both or single session.

FOREMAN

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Contracts 101; A Specialized Knowledge Module

Ronald B. Pierce (NEW SPEAKER!) Tuesday, January 29, 2013 8:00 a.m. – 12:00 p.m. Members: Free Non-Members: N/A

This course is hosted by the Construction Financial Management Association (CFMA). This course is designed for Construction Financial Professionals who would like an overview of how to read and understand construction contracts. Here’s what’s covered: Contract Basics, How the Deal Can Change, Owner Architect Agreements, Contract Boilerplates, Construction Contract Subjects, Defaults, Claims and Remedies and Construction Liens. Upon completing this course, you will be able to: understand construction contracts, Identify clauses that may be unforeseeable and why, Propose specific language to manage your risk, Select the standard classes you should use, Understand how contracts shift risk and more!

SB-474—A Ban on “Type 1 Indemnity” – Effective on or after January 1, 2013

Dale A. Ortmann (NEW SPEAKER!) Wednesday, February 6, 2013 10:30 a.m. – 12:00 p.m. Members: Free Non-Members: $99

Is your contract indemnity clause still legal? Important changes to the California construction contract indemnity law became effective January 1, 2013. This luncheon seminar will advise you of the changes under the SB 474 provisions, including the new and complex rules for tendering the defense of indemnity claims. Be sure your contract complies with the new laws!

Smart Negotiating

Michael Geraghty (NEW SPEAKER!) Friday, March 8, 2013 7:30 a.m. – 3:30 p.m. Members: Free Non-Members: $179

If you’ve ever tried to make a deal, reach an agreement, close a sale, or negotiate in everyday business, “Smart Negotiating” shows you how to avoid the pitfalls and achieve your goals. This hands-on very interactive seminar gives you a step-by-step guide to smart negotiating. How you will benefit: Develop an effective plan and strategy for any negotiation, know what behavior to adapt at each stage of negotiation, improve your persuasion skills dramatically, understand negotiation styles and communication patterns, make power and influence work for you and learn tools, techniques and practical strategies for your negotiation success.

What you will cover: How Smart a Negotiator are You? – A Self-Evaluation, 18 Brand New Negotiating Strategies and Tactics, 7 Key Skills of Smart Negotiators and much more!

MANAGEMENT

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For questions, please contact Marta Martin at [email protected] 213-417-9178 15

SEMINAR CATALOGJanuary–June 2013

Strategic Planning For Successful Business (Session #1) & Managing Your General Contractor (Session #2)

Jim S. Bain Thursday, April 11, 2013 7:30 a.m. – 11:00 a.m. (Session #1) 12:15 p.m. – 4:00 p.m. (Session #2) Members: Free Non-Members: $179

An all-inclusive how-to guide for developing strategic planning, thinking, and decision making skills throughout your organization, from frontline employees to managers to CEO’s. This course includes the fundamentals of strategic planning, developing strategic thinkers, and advanced issues in strategic planning and thinking. Each participant will walk away with specific tools they can use to improve their business results. “Managing Your General Contractor” will cover the relationships between General Contractors and Trade Contractors that are occasionally good, sometimes average, and many times poor. This segment of training gives sub-contractors the information they need to negotiate a stronger contract, tighten up the scope and schedule, maintain effective documentation, and get paid more quickly. Claims and communication round out the program material.

•Registration option for both or single session.

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Additional information is available at www.cpmca.org or through Seminar flyers16

Creative Problem Solving and Decision Making & Understanding Personalities – Yours & Theirs

Jim S. Bain Wednesday, April 10, 2013 7:30 a.m – 4:00 p.m. Members: $25 Non-Members: $179

The best way to solve a problem is to anticipate and prevent it. The information presented in this program will help personnel at all levels learn how to identify potential problems before they happen, how to solve technical and scheduling problems, how to deal with human performance problems, and tips for creative problem solving. Most important, participants will learn how to create a solution-oriented atmosphere. Finally, developing follow up systems and changing your mind will be explored. The course is complimented with “Understanding Personalities – Yours & Theirs”. Have you ever heard yourself say “What was he thinking!” People think differently, act differently and perceive differently. Understanding people is harder than it looks – and it’s a requirement for leadership, team building, productivity, and profit. In this session we will examine how people function and interact. Learn how to determine other people’s personalities in addition to your own. Understand how people perceive you.

Growing and Developing Supervisors

Kevin L. Dougherty (NEW SPEAKER!) Wednesday, June 19, 2013 7:30 a.m – 3:30 p.m. Members: Free Non-Members: $179

Looking for the perfect supervisor? Maybe you don’t need to look very far… If you want to develop men and women into managers, or perhaps want to work on your own supervisory skills, this seminar can help. Geared towards anyone who manages people, including foremen, owners, and project managers, this real world presentation has been used to train over 10,000 supervisors in leadership, transition to management, problem solving, and ending communication conflict.

PEOPLE MANAGEMENT/SKILLS (NEW!)

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For questions, please contact Marta Martin at [email protected] 213-417-9178 17

SEMINAR CATALOGJanuary–June 2013

PROJECT MANAGEMENT

Managing Change Orders & Documenting Construction Disputes

Thomas L. Williams Friday, January 11, 2013 7:30 a.m. – 4:30 p.m. Members: Free Non-Members: $179

Change orders disrupt jobsites and often lead to disputes. Proven methods and strategies for managing change orders and minimizing conflict are presented. Case histories of successful conflict resolution will be critiqued.

Project Management 5 & 6

John Koontz Fri & Sat, February 8 & 9, 2013 7:00 a.m. – 4:00 p.m. Members: $100 Non-Members: $400

This two-day course will cover the following topics:

•Essential Management Skills for the Project Manager – This session offers an opportunity to learn the unique, basic management skills of the mechanical project manager. Participants will gain an understanding of the essential traits, skills, and behaviors that allow effective management.

•Negotiating I: Basic Negotiating Skills for Project Managers – Mechanical project managers spend a part of each day negotiating change orders, subcontracts, equipment and material purchases, rental equipment rates, submittal and shop drawing approval, time and space allocation, back charges, etc., though most have no formal training in negotiations.

•Mechanical Scheduling I: The Basics of Scheduling a Mechanical Project – Scheduling the work provides more control and better documentation when projects that are delayed by others are forced to accelerate to meet the original completion date.

Time Management for Construction Personnel

Kathy de Jong Wednesday, February 21, 2013 7:30 a.m. – 12:30 p.m. Members: Free Non-Members: $179

Time is the one resource that you cannot get enough of in today’s fast-pace workplace whether it’s in the field, the shop, or the office. This interactive program will help construction leaders build upon their personal and organizational skills to enhance their productivity. From minimizing time wasters to understanding the priorities needed for purposeful results, participants will gain insight on specific strategies and techniques on personal plans of action for immediate on the job application.

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Additional information is available at www.cpmca.org or through Seminar flyers18

Real Cost of Changes – Change Orders for Project Managers & Direct Cost of Changes (1 Hour)

Troy Aichele & David Ashcraft Friday, April 19, 2013 7:30 a.m. – 3:30 p.m. Members: $50 Non-Members: $179

This practical workshop is a must for Project Managers who deal with change orders. Using a case study, students will learn to analyze, price, document and sell a cumulative impact change order. This seminar will benefit all Project Managers with at least 3-4 years of experience.

After taking this class, participants will be able to:

•Quickly identify every type of construction change, determine whether or not they contain direct, indirect and impact costs, and position their company for entitlement.

•Accurately calculate direct, indirect and cumulative impact change orders using specific worksheets, guidelines, references and tools handed out in class.

•Successfully document, analyze and present in class a cumulative impact change order based on a case-study scenario.

Direct Cost of Changes (1 Hour) – This class is a pre-curser to the aforementioned course and will be presented during the first hour of class. Students learn to prepare and maximize direct cost change order collections on all components within a change order (labor rates, labor factors, mark-ups, material and equipment costs, subcontractor costs, consumables, supervision, detailing, safety, small tools, rentals, etc.) using tools, tips, methods and strategies discussed during the workshop.

PROJECT MANAGEMENT CONTINUED

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For questions, please contact Marta Martin at [email protected] 213-417-9178 19

SEMINAR CATALOGJanuary–June 2013

Project Management 7 & 8

John Koontz Fri & Sat, May 3 & 4, 2013 7:00 a.m. – 4:00 p.m. Members: $100 Non-Members: $400

This two-day course will cover the following topics:

•Critical Leadership Skills for Project Managers - Strong leadership skills are critical to successful project management. The success of project managers, who typically manage multiple projects, largely depends on the performance of several jobsite teams.

•Change Order Management II: Analyzing, Identifying, and Calculating the Real Costs of Project Changes – Project managers who manage multiple projects are plagued daily with the disruption and aggravation of change orders. Today, the project manager’s skill in managing change is critical for project profitability and success.

•Contracts II: Analyzing, Understanding, and Managing Contract Risk – Mechanical contractors are signing progressively more unpalatable contracts with owners/GCs/CMs. As a result, project managers must have a more extensive understanding of the contract than before if they are to manage effectively.

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Additional information is available at www.cpmca.org or through Seminar flyers20

ClickSafety – Online Safety Courses

Anytime – Accessible 24/7 from your computer Member: Free (however CPMCA will bill for the cost of the class if the class is not completed) Non-Member: Not Available

As the leader in online safety training solutions, ClickSafety offers a comprehensive library of over 300 courses, specifically engineered to help you build a world-class safety culture. Developed by Certified Safety Professionals and Certified Industrial Hygienists, our courses are designed to protect your most valuable asset – your employees. A complete list of topics is available on CPMCA’s website.

To register for a class, please contact our office to obtain the ClickSafety Class Registration Form and remit it to [email protected].

Please note: most classes must be completed within 6 months from the start date. All classes are offered free of charge to members, however CPMCA will bill for the cost of the class if the class is not completed.

Sample Topics

OSHA 30 Hour Construction

OSHA 10 Hour Construction

GEN/OSHA 10 Hour

Cal Confined Spaces for Construction

Cal Crane Safety Basics

Cal Electrical Hazards

Cal Fall Protection

Cal Fire Prevention

Cal Flagger

Cal Ground Fault Protection

Cal Hazcom

Cal Injury & Illness Prevention Plan

Cal Personal Protective Equipment

Cal Personal Protective Equipment Awareness

Cal Practical Trenching

Cal Scaffold Erection

Cal Scaffold Use

Cal Stairs and Ladders

Cal/OSHA for Construction

Cal/OSHA Heat Illness Prevention

SAFETY

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For questions, please contact Marta Martin at [email protected] 213-417-9178 21

SEMINAR CATALOGJanuary–June 2013

SALES/SERVICE

Presenting Like a Pro (Session #1) & Team Building 101; Developing Synergy With Your Teams (Session #2)

Mark Matteson Friday, May 10, 2013 7:00 a.m – 11:00 a.m. (Session #1) 12:00 p.m. – 4:00 p.m. (Session #2) Members: Free Non-Members: $125 per session

This two-part session will cover the following topics:

•Session #1 – How to deliver world-class presentations and overcome your fear of public speaking. Why do some leaders influence and inspire us to action? What are the causes of their success? Why do some sales people have a 75% close ratio? Learn to deliver persuasive presentations, project confidence, gain respect and trust and conquer nervousness!

•Session #2 – This session will address how to build a dynamic, effective team and raise morale and productivity based on trust and enhanced relationships. How would you like to dramatically increase TRUST and COMMUNICATION with your team? This seminar will show you how. The Objectives: 1) Improving Morale and Productivity 2) Building Relationships Internally 3) Learn to Communicate Effectively 4) Unleash Team Dynamics and Dramatically Improve Synergy and much more!

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Additional information is available at www.cpmca.org or through Seminar flyers22

WEBCASTS – AVAILABLE ON CPMCA’S WEBSITE

NEW WEBCASTS ARE NOW AVAILABLE AT WWW.CPMCA.ORG!

NOTE: All Webcasts are Online Courses that can be accessed on CPMCA’s website at any time. They are available to CPMCA members only. Your company login information is required to access these courses.

Active Listening

Mark Matteson Online Course – Can be taken at any time. You will need internet access to take this course.

Active Listening is vital in today’s business environment. In this webcast, you will learn from Mark Matteson the 4 steps to Active Listening and how to apply them in everyday business communication with your customers. According to Mark Matteson, the 4 steps to active listening are: listen active and with intention, pause 3 – 5 seconds before responding, question for clarification and paraphrase. Incorporating these 4 basic steps into your customer relations will improve your effectiveness and increase your sales with your customers

BIM 101 (NEW!)

Dwayne Lindsey Online Course – Can be taken at any time. You will need internet access to take this course.

There is simply no easier way to learn about BIM (Building Information Modeling) than viewing this easy to understand webcast. You will learn exactly what BIM is and why it’s good for your industry in a non-technical way.

Excel: Insert Excel Sheet into Word

Ginnie Floraday Online Course – Can be taken at any time. You will need internet access to take this course.

You can incorporate an Excel workbook into your Word document. You have the choice of linking to the actual Excel sheet or brining in a static copy of the worksheet. If you link to the original file it is called embedding. If changes are made to the original selection they will appear in the copied text within Word. A static copy will not transfer any of the changes back to the spreadsheet.

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For questions, please contact Marta Martin at [email protected] 213-417-9178 23

SEMINAR CATALOGJanuary–June 2013

Excel: Solver Procedure

Ginnie Floraday Online Course – Can be taken at any time. You will need internet access to take this course.

This webcast will show you how to use the Solver function in Excel to streamline formulas in spreadsheets. Solver allows you to calculate a formula backwards. Participants will learn how to change the value of a cell that is dependent on a formula. An example of the application of this function is budgets. After setting individual projections within each department, a department total is generated for each department. If you know that a certain department cannot exceed a certain amount, the Solver can modify the individual numbers that impact the total. All you have to do is identify what the total should be, and Solver will modify any of the related cells.

Excel: Summarizing Data with Subtotals in Excel

Ginnie Floraday Online Course – Can be taken at any time. You will need internet access to take this course.

When the data is in list form, Microsoft Excel can calculate and insert subtotals in a worksheet. When you specify the items you want to create subtotals for, the values to be summarized, and the functions to use on the values, Microsoft Excel outlines the worksheet so that you can show or hide as much detail as you need. If you have summarized data by using formulas that contain functions such as SUM, Microsoft can automatically outline the data.

Going Green - Valuable Opportunities for Mechanical Contractors

Jeff Grossberg Online Course – Can be taken at any time. You will need internet access to take this course.

Jeff Grossberg will inform member contractors about the growing demand of sustainable technology. Grossberg encourages contractors to become leaders, rather than followers, and offers guidance on how contractors can grow their business and garner market share by entering the green building marketplace.

Green Building: LEED Certification and Sustainable Design

Lincoln Pearce Online Course – Can be taken at any time. You will need internet access to take this course.

Once considered a passing fad, green building has driven its roots deep into the American landscape. City Halls in Chicago and Atlanta have green rooftops and green building initiatives are thriving in Los Angeles, Seattle, Denver, Dallas and other major cities nationwide. Even the United Nations headquarters in New York will be renovated with green principles in mind.

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Additional information is available at www.cpmca.org or through Seminar flyers24

Green Building: LEED Certification “So You Want to be a Green Contractor”

Dan Bulley Online Course – Can be taken at any time. You will need internet access to take this course.

Learn what it takes to become a green contractor with Dan Bulley.

Mechanical Estimating Techniques (NEW!)

Keith Rahn Online Course – Can be taken at any time. You will need internet access to take this course.

If you can expertly estimate the cost of a construction project you have the edge in the bidding process. Keith Rahn will teach you how to analyze contract documents and estimate more accurately than your competition. Keith’s techniques will give you the tools you need to win the bid and establish long-term trusted relationships with your customers.

Microsoft Office 2007 Excel

Ginnie Floraday Online Course – Can be taken at any time. You will need internet access to take this course.

This webcast will give an overview to the updated version of Excel including improvements to Pivot tables, Filters and advanced formatting.

Microsoft Office 2007 Overview

Ginnie Floraday Online Course – Can be taken at any time. You will need internet access to take this course.

This webcast will give an overview to the updated versions of Excel, Word, PowerPoint and Outlook. Some of the new features to be reviewed will be the Ribbon (the replacement for the toolbar), the Mini Toolbar, document Themes and Quick Styles in Word. Excel enhancements include improvements to Pivot tables, Filters and advanced formatting.

Microsoft Word Fill-In Forms - Build a Word document with Fields

Ginnie Floraday Online Course – Can be taken at any time. You will need internet access to take this course.

A form is a structured document with spaces reserved for entering information. You design the form, and others can fill it in on paper or in Microsoft Word.

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For questions, please contact Marta Martin at [email protected] 213-417-9178 25

SEMINAR CATALOGJanuary–June 2013

PowerPoint: Introduction to PowerPoint 2007

Ginnie Floraday Online Course – Can be taken at any time. You will need internet access to take this course.

This webcast will provide an overview to the updated version of PowerPoint.

Retro-Commissioning (NEW!)

Chris Philbrick Online Course – Can be taken at any time. You will need internet access to take this course.

Retro-Commissioning is a commissioning process applied to existing buildings that have never been commissioned. It is a systematic, documented process that identifies low-cost operations and maintenance improvements in existing buildings and brings the building up to the design intentions of its current usage. Retro-commissioning assures that the mechanical systems are optimally integrated and perform together as efficiently as possible. Retro-commissioning’s primary focus is on using O&M tune-up activities and diagnostic testing to optimize the building systems. This course will outline the process and phases of RCx: planning, investigation, implementations, measurement and verification. Chris Philbrick will cover a typical project that has moved through the retro-commissioning process and will include a summary of cost and savings for multiple projects. Typical low cost measure will be discussed as well as how the retro-commissioning process relates to LEED EB credits.

Water Efficiency and How It Relates to Green Building

Jim Allen Online Course – Can be taken at any time. You will need internet access to take this course.

Seventy percent of the Earth’s surface is water…and yet only 3 percent is fresh water, and 57 percent of that fresh water is frozen in polar ice caps and glaciers. Only 1 percent of the Earth’s water is available for human consumption – and the green building movement is working to conserve that vital, limited supply. This online course will inform member contractors about the importance of water conservation, as well as ways to improve water efficiency in a building project. The online course covers how different industries use water and provides an overview of national conservation initiatives. Upcoming technologies and emerging trends to conserve water are also discussed.

Workplace Violence (NEW!)

Rick Maltz Online Course – Can be taken at any time. You will need internet access to take this course.

Workplace violence is a leading liability to employers, but can be prevented with proper on-the-job measures. This webcast helps employers understand the impact of workplace violence, explains what Red Flag indicators to look for, and review best practices for developing a Workplace Violence Prevention program.

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