Speakers

  • Center Club Orange County, Costa Mesa, CA
  • October 22, 2019

Keynote Speaker


Anirban Basu
Chief Construction Economist, Marcum LLP

Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with offices in Pennsylvania and Cambodia.  The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others. 

In 2014, Maryland Governor Larry Hogan appointed him Chair of the Maryland Economic Development Commission.  He also serves as chairman of the Baltimore County Economic Advisory Committee.  He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association.  He serves or has served similar functions for Visit Baltimore, Maryland Realtors, and Marcum, LLC.  

He lectures at Johns Hopkins University in Global Strategy and has also taught international economics, urban economics, micro- and macroeconomics at Hopkins. His radio show can be heard weekdays on 88.1FM, WYPR, Baltimore.   

In both 2007 and 2016, the Daily Record newspaper selected Mr. Basu as one of Maryland’s 50 most influential people. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010.

Mr. Basu has been on many boards over time, including First Mariner Bank, the Baltimore City Public School System, Port Discovery, the Baltimore School for the Arts, and Union Memorial Hospital.  He is currently on the boards of St. Mary’s College, the University System of Maryland Foundation, the Center for Emerging Media, the Lyric Opera House and the Archdiocese of Baltimore School System.

Mr. Basu earned his B.S. in Foreign Service at Georgetown University in 1990.  He earned his Master’s in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park.  His Juris Doctor was earned at the University Of Maryland School of Law.  His doctoral work is in health economics and has taken place at UMBC.

Mr. Basu presentation supplies detail discussions regarding, global, national, and regional economic performance using the most current data available. Special attention is devoted to certain aspects of economic life, including the performance of financial, labor, real estate, and construction markets.

Speakers


Keith Cerwinski
Regional Executive Vice President, American Business Bank

Keith Cerwinski is a Regional Executive Vice President at American Business Bank’s Riverside County Regional Office. He has worked with and closed multiple transactions involving ownership transition, including ESOP financing transactions. He also manages a diverse client portfolio with a concentration in the construction/contractor industry.

Keith has been a banker in the Southern California marketplace for 30 years and has been with American Business Bank for almost 2 years, though he has worked with the same group of Bankers for more than 20 years. His client base consists primarily of local, middle market, privately owned companies located throughout the LA/OC/IE marketplaces. Keith spends considerable time getting to know each of his clients, where they consider Keith a sounding board for management and trusted advisor.

As a result, Keith had gotten to know his clients both professionally and personally.

He received his undergraduate degree from California State University, Fullerton in 1989.

Warren Hennagin
California Construction Industry Leader, Marcum LLP

Warren Hennagin is the California Construction Industry leader and a partner in the Costa Mesa office of Marcum LLP. Mr. Hennagin has more than 30 years of experience with audit, accounting, tax planning, and business consulting. He was previously managing partner of a Southern California-based CPA firm where he was responsible for the day-to-day operations and strategic direction of the firm.

Mr. Hennagin frequently speaks on accounting matters related to the construction industry, including as a regular speaker at the annual AICPA National Construction and Real Estate Conference. He continues to be involved in national construction and building-related associations on both local and national levels. Mr. Hennagin has also authored many articles for construction-related publications.

Jeremy Pelphrey
Partner, Drinker Biddle & Reath LLP

Jeremy M. Pelphrey advises businesses, fiduciaries and funds on a broad range of ERISA and transaction-based matters. He represents privately held, middle-market and emerging growth companies in mergers and acquisitions, spinoffs, and private sponsor and institutional buyer transactions. In addition, he represents private investment funds in the acquisition, recapitalization and disposition of portfolio companies. Jeremy also has significant experience advising mature companies regarding their business succession plans. He frequently represents parties involved in the formation and disposition of employee stock ownership plans (ESOPs).

Jeremy has extensive experience in the area of fiduciary consulting, as well as advising tax-exempt and governmental organizations on their tax-qualified and deferred compensation arrangements.

Jeremy routinely negotiates with the Internal Revenue Service and the U.S. Department of Labor on correction programs for ERISA-covered plans. In this role, he drafts submissions, negotiates settlements, and resolves issues with governmental officials and agencies.

Before entering private practice, Jeremy served as an adjunct professor at Bradley University, where he lectured on labor law. Before beginning law school, he taught statistics as an adjunct professor at the City University of New York. Jeremy is a frequent author and speaker on issues related to ESOPs and other tax-qualified plans, health and welfare benefit plans, and fiduciary consulting.

Patrice Radogna
Director, Marcum LLP

Patrice Radogna is a director within the Valuation and Litigation Services Advisory Practice. Ms. Radogna has more than 20 years of professional services experience specializing in the valuation of operating businesses and pass-through entities for a myriad of purposes. Her experience also includes providing fiduciary services for ESOP (Employee Stock Ownership Plan) companies, including assisting in buy transactions from existing shareholders.

In addition to recently providing trustee services for existing and new ESOPs, Ms. Radogna spent 20 years building a national diversified valuation practice with a boutique valuation firm in Boston, as well as one of the leading independent national valuation firms in the U.S., with a focus in the areas of ESOP (buy-side and sell-side valuation services), gift and estate, M&A and shareholder consulting services.

Ms. Radogna earned a Bachelor of Science in finance from Boston College. She subsequently received a Certificate of Accounting from New York University, passed all four parts of the CPA exam in her first sitting, and is licensed in the State of New Hampshire as a Certified Public Accountant. She is also an accredited senior appraiser and holds the ABAR (Accredited in Business Appraisal Review) designation.

Ms. Radogna has attended more than 600 continuing professional education credit hours in specialized valuation-related courses, seminars, and conferences and is a frequent speaker for industry groups on issues such as employee stock ownership plans and valuation-related topics. She has also authored numerous articles in industry publications and is a contributor to Marcum’s Quarterly ESOP update publication.

Glen West
Partner, Alliance Solutions Group LLC

Glen has spent the last 30 years providing technology to the construction and real estate industry. He started out providing IBM mini computer hardware and software and helped several software firms (including Timberline) transition from mini computers to PC’s and through workstation and server operating systems that include DOS, OS/2, and the full range of MS Windows solutions. He has spent the last 2 years engaged with Acumatica to help launch their cloud based construction edition.