Chief 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.
VP of Business Development, Foundation Software
As vice president of business development, Steve is responsible for strategic market planning, as well as continual revenue and new business growth, for the Foundation Software and Payroll4Construction.com family of companies.
He invests most of his time building relationships across the construction industry with contractors, CPA firms, associations and technology partners. In this way, Steve also bridges the companies’ sales, marketing and product development teams with the most current industry trends and client needs. Over 19+ years, he’s led more than 1,000 software selections and implementations for contractors of numerous sizes and trades.
Steve began at Foundation Software in 1999 with marketing and sales before diving into FOUNDATION‘s real-world use as a client support representative and field trainer. Steve later launched and managed Foundation’s West Coast operations out of California, where his leadership and on-the-ground work made the Golden State one of the company’s largest regions today. After successfully establishing Foundation’s presence on the Pacific, Steve returned to lead the company’s sales department and received an appointment to the executive team in 2017.
Vice President of Corporate Banking, FirstBank
Shay Binkley entered the banking industry in 2008 and is a Commercial and Industrial Relationship Manager with FirstBank, headquartered in Nashville, Tennessee. Shay’s experience in this role includes financing for mergers and acquisitions, cash flow and working capital lending, leading bank syndications, working with private equity firms, cash management, deposits and treasury services. Her primary focus is forming deep relationships, serving as a strong financial advisor for both for-profit and non-profit entities operating in the lower to middle market.
In the past, Shay has served on the Board of Directors for the Madison-Rivergate Area Chamber of Commerce and Amqui Station. Shay received her bachelor’s degree in Business Administration from Georgia Southern University.
VP of Business Development, Foundation Software
James Bristol is a partner in the Nashville office of Waller Lansden Dortch & Davis, LLP. He has over 30 years’ experience advising businesses and fiduciaries in Employee Stock Ownership Plans and all aspects of ERISA, executive compensation and benefits. He is also well-versed in securities regulations and financial accounting considerations applicable to ESOPs and equity compensation programs. He frequently represents clients in ESOP and ERISA litigation as well as audits and investigations by the IRS and Department of Labor. James is an experienced ERISA expert witness.
Best Lawyers recognizes James in the following categories: Employee Benefits (ERISA) Law, Employment Law – Management, Litigation – ERISA, Tax. James has been named Nashville's 2018 "Lawyer of the Year" by Best Lawyers in America in Employee Benefits (ERISA) Law.
James earned his J.D., cum laude, from the Pepperdine University School of Law. He received his B.A., cum laude, from Columbia Christian College.
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.