SPEAKERS

Keynote Speaker, GenWHY

Kristin Scroggin has spent 20 years researching WHY Boomers complain Millennials are entitled, Millennials complain Boomers hoard knowledge, and GenX just wants everyone to leave them alone—and why none of it is fixing anything.

​Former university professor turned keynote speaker for hundreds of organizations in 48 states and 3 countries, Kristin delivers research-backed content, without the academic boredom. She's known for her straight-talk style, wicked twist of humor, and her ability to make you laugh until you cry while completely rethinking how you lead.

​This isn't your typical "here are some generational stereotypes" presentation. Kristin explains the WHY behind the behavior using childhood context, historical events, and frameworks you've never heard before—like why some employees are unrefined diamonds, not a reason for utter despair.

​Obsessed with travel, and desperate to see the world, she and her husband of 25 years try to enjoy life while keeping four children alive who never stop eating.

To learn more and get resources visit www.genwhy.com

Partner, Aldrich CPAs + Advisors LLP

Tracy Allen has spent nearly 25 years helping contractors and construction business owners achieve growth, stability, and long-term success. In addition to tax and assurance services, she advises clients various matters including cash flow, compensation, succession planning, and other strategic issues unique to the construction industry. She leads the Aldrich Construction Practice, one of the largest specialized construction advisory teams on the West Coast and is a frequent speaker on construction topics at local and national conferences.

Tracy is a dedicated leader within both the construction and accounting professions. She serves as Treasurer of the Associated General Contractors Oregon Columbia Chapter, has held numerous leadership roles with the Construction Financial Management Association Portland chapter, including co-authoring two national education courses, and has received multiple industry honors, including the Portland Daily Journal of Commerce Woman of Vision Award. She also has served as Board Chair of the Oregon Society of Certified Public Accountants and has represented Oregon on the AICPA Council. Passionate about developing future leaders, she co-created the OSCPA Leadership Excellence Advancing Professionals (LEAP) program and continues to speak at industry and leadership events.

CliftonLarsonAllen LLP

Managing Director + President, Aldrich Capital Advisors LLP

Brian Andreosky joined Aldrich in 2019 and became the president of Aldrich Capital in 2025. He is dedicated to helping business owners transition their companies. In this role, he provides exit planning services to help business owners find the right solution to transition and maximize the value of their business. Brian is a member of the Exit Planning Institute (EPI).

Prior to joining Aldrich, Brian held roles in investment management, management consulting, and private equity. Brian earned an MBA degree from Georgetown University, and a bachelor’s degree from Rutgers University. Outside of work, he enjoys skiing with his wife and daughters in the winter, playing the guitar, and training Brazilian Jiu Jitsu.

Corporate Treasurer, Tapani

Monty Anderson has dedicated 26 years to Tapani, where he has overseen financial strategy, accounting, treasury, cash flow management, and tax planning. His experience in heavy civil construction includes project financial management, WIP reporting, forecasting, and operational performance analysis. Working closely with project managers and field teams, Monty has developed practical approaches to monitoring project performance, managing risk, and improving financial visibility throughout the project lifecycle. He is passionate about helping construction professionals leverage WIP reporting to improve decision-making, strengthen project outcomes, and support sustainable growth.

Co-Founder & Partner, BaseRock Partners

Dustin Bass is a highly seasoned construction industry veteran, having dedicated more than 20 years of his career to working for various construction firms in operational and advisory roles. Prior to co-founding BaseRock Partners, Dustin served as managing director at FMI Corporation, where he spearheaded business development efforts and provided expert guidance on strategy, operations, and complex projects.

Throughout his career, Dustin has accumulated a wealth of operational expertise, having started in the field with one of the nation’s largest mechanical contractors. He served as a Vice President at Lathan Company and as an estimator with W.G. Yates Construction, where he pursued and procured federal government construction projects in both the United States and internationally.

Dustin is actively engaged in the construction industry community, having served on the Association of General Contractors’ (AGC) Service and Supply Council and sitting on the Executive Committee at the University of Colorado Boulder’s Construction Engineering Management Advisory Board. He is also a member of The Beavers and serves on the Beaverdilly Committee

Manager, Generative AI, Baker Tilly

Jessica is a Generative AI Consulting Manager within Baker Tilly’s Digital Advisory Services group, bringing several years of experience guiding clients through successful AI transformation projects. She specializes in designing and implementing AI strategies, delivery models, and fluency programs tailored to organizational needs and partners closely with organizations to explore and adopt GenAI tools that enable effective process augmentation and responsible AI implementation. Passionate about leveraging AI to enhance operational efficiency and inform strategic decision-making, Jessica is committed to helping businesses navigate the evolving technology landscape for sustained growth and success.

Lead Advisor, Aldrich Wealth LLP

Kayla Cook joined Aldrich Wealth in 2014 and is dedicated to helping clients feel informed, confident, and empowered in their financial lives. She specializes in guiding construction industry professionals, business owners, and ultra-high-net-worth individuals and families through the complexities of wealth management, including clients with family office needs.

Kayla’s approach is rooted in understanding each client’s full financial picture, goals, values, and risk tolerance. She develops customized, tax-aware investment strategies focused on long-term planning, asset allocation, risk management, and preserving and growing wealth across generations.

As a fiduciary, Kayla is committed to acting in her clients’ best interests and providing thoughtful, unbiased advice. She earned a Bachelor of Science in Business Administration with a focus in finance from the University of Montana and a Master of Business Administration from Eastern Washington University.

Chief Financial Officer, Lease Crutcher Lewis

Berger joined Lease Crutcher Lewis (“Lewis”) eleven years ago as CFO and currently oversees Accounting/ Finance, Information Technology, and Risk Management functions in Lewis’ Seattle and Portland offices. As a commercial general contractor, Lewis builds large buildings in Washington, Oregon and Arizona. Current/recent Lewis projects in Washington include the Washington State Convention Center expansion (25% joint-venture partner), UW Health Sciences and Population Health buildings, and the Rainier Square Tower (2nd tallest building in Seattle). Lewis has been majority ESOP-owned since 2008 and 100% ESOP-owned since 2018.

Berger previously served as CFO for publicly traded Todd Shipyards Corporation. His 11-year tenure with Todd culminated with its sale to Portland-based Vigor Industrial, after which he served as Senior VP focusing on integration and special projects. Previously, Berger worked as an investment banking associate with a Bellevue-based boutique private equity firm.

Berger currently serves on the Board of Directors and Finance Committee for Red Dot Corporation. Berger enjoys skiing, biking, rafting and travelling adventures with his wife and two boys.

Berger earned his MBA in Finance & Accounting at the UW Foster School of Business and holds a BA from Boston University.

Co-Founder & Partner, Baserock Partners

Scott Duncan is a co-founder and partner of BaseRock Partners. He brings more than 20 years of financial advisory experience to the firm, including 15 focused exclusively on construction and construction materials M&A transactions.

Prior to co-founding BaseRock Partners, Scott served as Managing Director at FMI Capital Advisors, where he co-managed the company’s construction materials group. Prior to that, he led corporate strategy and mergers and acquisitions for Lafarge North America (now LafargeHolcim) in the Western United States.

Scott’s transaction experience spans all types of construction industry clients, including general building contractors, heavy civil contractors, and a wide variety of specialty contractors. Scott also maintains extensive transaction expertise inconstruction materials markets, such as cement, aggregates, ready-mix concrete, hot-mix asphalt, and integrated paving firms.

Director, Generative AI, Baker Tilly

K. C. is a highly experienced professional with a wealth of knowledge spanning more than two decades in the realms of analytics, data governance, data management, and software implementations. In his current role, K. C. heads the Data Analytics and Generative AI consulting team at Baker Tilly. In this capacity, he plays a pivotal role in helping clients define and refine their enterprise data strategy, warehousing, visualization, analytic process automation, and implement generative AI solutions that translate structured and unstructured data into insight and value across the enterprise. With the ability to bridge the gap between technology and business objectives, K. C. leads diverse technical teams, including data engineering, data architecture, data operations, and key business stakeholders. His commitment to effective communication ensures that data initiatives resonate with both executives and technical teams.

CFO, MacDonald-Miller Facility Solutions

Christian Geismann, CPA – Mr. Geismann is Chief Financial Officer at MacDonald-Miller Facility Solutions, a mechanical contractor serving clients primarily in the Pacific Northwest. He leads the finance/accounting and IT teams. Previously, Christian served as CFO for nine years for Schuchart Corporation, a commercial contractor headquartered in Seattle. Prior to Schuchart, Christian worked in public accounting for more than 11 years in the U.S. and UK for Moss Adams and Mazars, where he coordinated local and multi-national financial statement audits with various teams operating throughout the world. Christian also served as Sustainability Services National Leader at Moss Adams and contributed to numerous AICPA task forces focused on sustainability reporting. Christian served as President of the Puget Sound CFMA chapter 2021-2023 and continues on the Board of the chapter, serving on the Sponsorship committee and Succession Task Force. He led the regeneration of the Pacific Northwest Regional Conference in 2022 and supports planning efforts for the 2023 and future regional conferences. Nationally, Christian has authored multiple articles in Building Profits, was honored as a CFMA Rising Star in 2021, and serves on the Executive Committee, Finance, Committee, Next Generation Task Force and the Chapter Resources Committee. Christian earned his BA in Economics and Accounting from Western Washington University in Bellingham, WA.

Construction Risk Consultant, Surety Program, Marsh McLennan Agency

Justin joined Marsh McLennan Agency (MMA) in 2024 as a Surety Sales Executive. He is a proud Gonzaga alum, holding a degree in business with an emphasis on finance and economics. Upon graduation, Justin began his surety career with Liberty Mutual Surety as an underwriter, working with clients throughout the West, from Wyoming to Hawaii. He has experience working with bond programs of all sizes, from start-ups to members of the ENR Top 400 list. Justin is the incoming President of the CFMA Idaho chapter, has served as the President of the Surety Association of Idaho and is an active member of multiple AGC chapters and NUCA’s Southern Idaho chapter. He loves helping clients tackle complex surety problems and tailoring bond programs to fit company-specific needs both now and into the future. Away from work, Justin enjoys spending time with his wife, Katie, and their daughter. He loves being outdoors and active, mainly through golf, basketball, and exploring the Boise foothills.

President, Chief Financial Officer and Treasurer, McKinstry

Joseph Hagar delivers business and financial leadership and oversight to McKinstry, bringing over four decades of expertise to his role as President and Chief Financial Officer (CFO) and Treasurer. He champions the company's business and fiscal health, overseeing finance & accounting, core technology, business technology, AI, corporate facilities, risk management, supply chain and governance to ensure sustainable growth and efficiency. Joseph's leadership extends beyond numbers; he fosters a culture of responsibility and innovation, enabling McKinstry to address pressing global challenges like climate change, affordability, and equity. 

With a career spanning construction, apparel, finance and high-tech sectors, Joseph's journey began at Deloitte, where he honed his skills in audit, tax, and management consulting. Since joining McKinstry in 2002, he has been instrumental in driving the company's success and significant growth. 

Joseph's commitment to community and education is evident in his extensive board and volunteer roles. He serves on the boards of Overcast, EDO Energy, Viridis Initiative, Builtspace Technologies and the PATH Finance Committee, leveraging his business acumen to drive impactful change. Joseph also is a member of The Conference Board’s CFO Council and The Economy, Strategy & Finance Center advocating for business growth and social responsibility. Finally, Joseph is a member of the CNBC CFO Council.   

Beyond his professional engagements, Joseph dedicates his time to mentoring students at Seattle University's Albers School of Business, as well as the University of Washington Foster School of Business. Coaching youth sports teams. He is a CPA-Inactive and holds a Bachelor of Arts in business with an emphasis in Accounting from Seattle University and a Master of Science in Taxation, embodying his dedication to continuous learning and excellence.

President & CEO, Seattle Sports Commission and SSC Foundation

Beth has produced large-scale, special events for over 35 years in the events, sports and entertainment industry. As president and CEO of the Seattle Sports Commission (SSC), she leads efforts to attract and host premier sporting events in the Greater Seattle Region, including MLB All-Star Game, Clipper International Sailing Race, NHL Winter Classic, NCAA Women’s and Men’s Basketball and 2025 FIFA Club World Cup. Seattle recently hosted a successful 2026 FIFA Men’s World Cup, for which Beth serves as Board Chair of the Seattle Local Organizing Committee. 

Beth also leads the SSC Foundation, a charitable nonprofit supporting equitable access to youth and women’s sports.

Past roles include CEO of the 2018 Special Olympics USA Games, CEO of Seattle’s annual Seafair festival, and leadership roles with Bumbershoot Arts & Music Festival and 4th of July fireworks show, as well as the 2x Seahawks Super Bowl Victory Parades and Sounders FC MLS Cup 2x Championship Parades.

Partner, Aldrich CPAs + Advisors LLP

Daryl Knox joined Aldrich in 1995 and serves on the firm’s board of partners. Daryl has 30 years of public accounting experience serving local and regional companies in the construction industry. Daryl focuses on attest services and strategic planning for contractors.  Daryl also has first-hand experience with financial management and operations of family-owned construction businesses.

Daryl has been involved in supporting the economic development of Oregon’s Marion, Polk and Yamhill counties by serving as the Board Chair and Treasurer of SEDCOR and is currently serving on the board for the Salem Chamber of Commerce.  Daryl is an active member of the Construction Financial Management Association and has served as chair of the Oregon Society of CPA’s Construction Industry Committee.  Daryl has taught classes for the CFMA, AGC, OSCPA, IEC, NAWIC, and ODOT and has facilitated executive training sessions for closely held and privately held businesses.

CFO, Columbia Bank - Commercial

As a Columbia Bank Middle Market Relationship Manager, Aaron has been partnering with clients across the Pacific Northwest since 2007.  He specializes in establishing new banking relationships with Middle Market companies, as well as fostering and growing existing relationships within the bank. His knowledge of varying industries in particular Construction related trades makes him extremely skilled at identifying the complimentary bank products for his customers. Aaron has been in the banking industry since 2003. He has worked exclusively with Middle Market Companies for the past 5+ years.  He holds an undergraduate degree from the University of Oregon, of which he is a dedicated Ducks fan. Aaron grew up in Portland, Oregon of which he still calls home today.  He lives in SE Portland with his wife and two children.  When he is not working, he is an avid sports fan and enjoys golfing and spending time with his family and friends.

Controller, Dawson Construction

Kevin Lynch is Controller at Dawson Construction in Bellingham, Washington, where he has spent the past decade rising from Project Accountant to Project Controller to Controller. With roughly 20 years in construction finance, including prior Controller roles at Razz Construction and Credo Construction, Kevin brings deep, hands-on experience in construction accounting and financial operations. He holds a B.S. in Electronics Engineering Technology from Western Washington University, where he also pursued an MBA.

CFO, I&E Construction

Shannon Malsed, CCIFP, serves as Chief Financial Officer for I&E Construction, where she provides strategic financial leadership and helps drive the company's long-term growth and operational excellence. With deep expertise in construction finance, financial management, and organizational strategy, Shannon plays a critical role in aligning financial performance with business objectives across the organization.

Since joining I&E Construction, Shannon has been instrumental in strengthening the company's financial infrastructure, implementing robust systems and processes that enhance efficiency, support informed decision-making, and position the organization for sustainable growth. Her collaborative leadership style, commitment to integrity, and focus on continuous improvement have earned the trust of colleagues, clients, and industry partners alike.

As a Certified Construction Industry Financial Professional (CCIFP), Shannon brings specialized expertise in the financial challenges and opportunities unique to the construction industry. She is particularly passionate about helping construction leaders leverage Work-in-Progress (WIP) reporting to gain greater visibility into project health, financial performance, and operational effectiveness. Shannon believes that when financial and field teams are aligned through accurate, timely reporting, organizations are better positioned to manage risk, improve decision-making, and achieve sustainable growth.

Through her leadership, Shannon champions strong financial stewardship, cross-functional collaboration, and the development of high-performing teams, helping organizations build a solid foundation for long-term success.

Economist, Washington Trust Bank

Steve is the Economist for Washington Trust Bank and holds a Chartered Financial Analyst® designation with over 35 years of investment experience. As Washington Trust Bank’s Chief Investment Officer, Steve is responsible for management of the Portfolio Management Group and works closely with clients and relationship managers to design, implement and monitor investment and risk management strategies. Throughout the Pacific Northwest, Steve is a well-known speaker on the economic conditions and the world securities markets. He also actively participates on committees within the bank to help design strategies and policies related to bank-owned investments. Steve serves as the economist for Washington Trust Bank and participates in public speaking engagements, as well as authoring multiple communications, to keep our clients informed of economic and investment market conditions.

President and Principal, Big Blue Innovations

Jay Snyder is the President and Principal of Big Blue Innovations, a Cary, NC-based technology consulting firm helping startups thrive, guiding contractors through digital transformation, and shaping mergers and acquisitions strategies. With over two decades in the engineering and construction industry, Jay has led projects totaling nearly $1 billion, driven tech adoption in traditional sectors, and played a pivotal role in acquiring innovative startups. His expertise spans venture capital fundraising, contractor tech spinouts, and strategic growth planning—making him a trusted partner for companies looking to innovate and scale.

CFO & COO, Prime Electric

Charles accomplished finance and operations executive (CFO & COO) with extensive international experience managing organizational transformation and alignment, financial activities, process improvement and multi-national teams to improve margins, increase efficiencies and manage risk. He has experience managing a P&L, improving cash flow, developing management systems, improving business processes, controlling costs and aligning organizations with incentive systems, goal setting and management reporting. In various roles in multi-billion, public companies and mid-size private companies, he has led teams building, integrating and downsizing organizations in the United States, Middle East, Europe and Canada.

Chief Executive Officer, Seattle FIFA World Cup 26 Local Organizing Committee (SeattleFWC26)

Peter Tomozawa is the Chief Executive Officer of Seattle FIFA World Cup 2026. Previously, he served for four years as the President of Business Operations with Sounders FC - where he is still a part of the ownership group. Planning for major international events is not new for Peter, in 2016, he was selected by the LA 2024 / LA 2028 Exploratory Committee as Vice President & Executive Director of Partnerships and Board Relations. He also worked on the Seattle World Cup Host City Bid Committee.

Alongside his work with Sounders FC and the successful Los Angeles’ Olympic and Paralympic bid, Peter is a minority owner of the Las Vegas Golden Knights in the National Hockey League.

Additionally, he previously served as a Partner and Global Head of Foreign Exchange at Goldman Sachs, where he worked for 17 years, before transitioning into civic affairs where he served as Commissioner of Charter Schools for State of Hawaii and Executive Director of Business Development & Advisor to the Mayor of the City and County of Honolulu. Peter served for four years on the board of the Hawaii Red Cross and for eight years on the Nature Conservancy – Hawaii. He is currently on the board of the Seattle Downtown Association and serves on the boards of two privately held companies.

Peter graduated from the University of Michigan Engineering School and earned an MBA in Finance from the Wharton School of the University of Pennsylvania. He and his wife, Donna, have five children, two grandchildren, and currently reside in Seattle, WA.

Enterprise Sales Director, Earlytrade

BenTurner is Enterprise Sales Director at Earlytrade, where he leads efforts to help general contractors generate margin through structured early payment programs. Based in Denver, Ben brings over two decades of financial services and business development experience, including senior roles at J.P. Morgan and Morgan Stanley, and holds a CIMA certification from IMCA. Before joining Earlytrade, he founded OzBridge Group, a business development firm serving U.S. and European companies expanding into the Australian market. Ben is a recognized voice in construction fintech and an active advocate for improving cash flow across the construction supply chain.

Client Strategy Leader, Lockton

Josh brings over 20 years of experience in the insurance industry with deep expertise across construction, real estate and development, healthcare, hospitality, and other sectors where risk management is anything but simple. He currently leads client strategy for Lockton’s Seattle office, where he partners with organizations facing complex insurance needs—from multi-phase development projects to national contractors.

Before joining Lockton, Josh co-founded BK-JET Group, a successful independent firm that was acquired by HUB International in 2018. Prior to that, he led Wells Fargo Insurance’s Spokane office as Managing Director. His credentials include CPCU, ARM, AAI, and AFSB designations, and he previously served as President of the Spokane Chapter of the CPCU Society.

Outside the office, he’s a proud dad and husband, skier, and golfer.

Founder/Co-CEO, Esquire

In almost four decades serving construction companies of all sizes and trades as general and litigation counsel, Eliot has found that his greatest service to the industry lies in his ability (some would say calling) to teach construction professionals how to lower risk, maximize profits, optimize opportunities, and energize their careers. Eliot is a founder and co-CEO of First Rule Contract Manager Corporation – a company dedicated to pairing the latest generation of generative AI and world class contract training built specifically for the construction industry. A frequent public speaker and published author, Eliot combines his extensive industry knowledge with skills honed through improv training and his years of studying with and coaching international public speakers to create engaging and immediately impactful courses, workshops, and presentations.

Partner, Aldrich CPAs + Advisors LLP

Mike Whitmore, who joined HMA CPA in 2016, transitioned to Aldrich CPAs and Advisors as a partner following Aldrich’s acquisition of HMA. He has extensive experience serving clients across industries such as real estate, healthcare, private equity, manufacturing, and SEC-registered companies. Mike specializes in working with multi-state and multinational businesses and consulting on mergers and acquisitions.

Before joining Aldrich, he gained valuable experience as a managing director at an international accounting firm. A graduate of West Virginia University in 2004, Mike relocated to the Northwest in 2008. Outside of work, Mike enjoys spending time with his wife and keeping up with their four active kids.