Marcum Construction Summit
Overview
The Marcum Construction Summit is an annual “must” for construction contractors, and finance and accounting professionals. The summit provides business-critical updates on the state of the industry from the country’s preeminent construction economist.
Join us as we pivot from a planned in-person construction event in the Northeast to a national virtual event.
BACK BY POPULAR DEMAND!
Anirban Basu, Chief Economist, Marcum LLP, ABC & CFMA
Agenda
Surety Outlook 2021 and Beyond
Moderator
Joseph Natarelli, National Construction Services Leader, Marcum LLP
Surety Panelists
Bruce Bergstrom, Head of Contract Surety, Nationwide Mutual Insurance Company
Matthew Cocco, Contract Surety Advisor, Smith Brothers
Nathan Carlone, VP, New England Surety Division, Arch Insurance
Scott Bengston, Managing Account Executive, Travelers Insurance
Break
Optimizing the Coming Wave of Infrastructure Construction
Steve Jones, Senior Director, Industry Insights Research, Dodge Data & Analytics
There will be significant increases in federal and state infrastructure construction programs over the next few years. But traditional projects have been plagued by cost and schedule overruns, quality and safety challenges, and high risks for design and construction practitioners. The worst outcome would be to spend all this new money delivering projects in the same old ways, with the same sub-optimal results. Dodge Data & Analytics studies both the construction economy and the practice, technology and project delivery trends that are improving project performance across the industry. Steve Jones, Senior Director of Industry Insights Research for Dodge will share their forecast for the infrastructure market and highlights of their research on how leading companies are successfully deploying new approaches.
Break
Keynote Presentation: Anirban Basu and the Chamber of Data
Anirban Basu, Chief Construction Economist, Marcum LLP, ABC & CFMA
At last, 2021 is here. This presentation supplies economic data and analysis juxtaposing the pre-pandemic and pandemic world, and then supplies a forecast for the post-pandemic one. Among the areas of focus are labor markets, financial markets, real estate, construction, consumer spending, business investment, international trade and government finances.
Speakers
Keynote Speaker
Anirban Basu
Anirban Basu is Marcum’s Chief Economist and the Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm in Baltimore, Maryland. The firm provides strategic analytical services to energy, supplies, law firms, medical systems, government agencies, and real estate developers among others.
Guest Speaker
Steve Jones
At Dodge Data & Analytics, Steve Jones focuses on how emerging economic, practice and technology trends are transforming the global design and construction industry. In addition to hundreds of speaking engagements around the world and numerous articles in industry publications, Steve produces Dodge Data & Analytics’ SmartMarket Reports on key industry trends, which are read by millions worldwide and frequently cited as authoritative references. Steve has a track record of active leadership in many industry initiatives and serves as a judge for numerous industry awards.
Surety Panelists
Scott Bengston
Scott Bengston has been with Travelers for over 10 years and currently manages the Connecticut Field office for Construction Services, which also includes responsibility for parts of Massachusetts, Rhode Island and New York. Scott is actively involved in the industry and currently serves as Vice President of the Connecticut Surety Association. He is a graduate of Providence College and resides in Wethersfield, CT.
Bruce Bergstrom
Bruce Bergstrom, Head of Contract Surety, Nationwide Mutual Insurance Company
Bruce leads the contract surety team at Nationwide, which includes fifteen offices throughout the United States. He oversees underwriting, profitability, agency relationships and strategic direction. Bruce has spent over 30 years in the surety industry. Prior to Nationwide, he worked for several major surety carriers handling middle market and large contract surety. His roles ranged from home office underwriting to regional leadership positions.
Bruce grew up in Connecticut. He attended the University of Connecticut where he graduated with a BS in finance. He also has an MBA from the University of Hartford with a concentration in finance.
Nathan Carlone
Nathan Carlone is the regional VP – Surety for Arch Insurance. He handles the northeast region including Connecticut, Rhode Island, Massachusetts, New Hampshire and Maine. He has been in the surety industry since 2006 in positions on both the agency and company side.
Matthew Cocco
Matt has been in the surety industry for over 15 years. Throughout his career Matt has worked on numerous surety related issues with various stakeholders throughout the industry. He worked alongside key surety and construction leaders on the repeal of Nullum Tempus, and has advocated on other important surety and construction related matters. In his current role, Matt is a producer at Smith Brothers Insurance. Prior to moving to Smith Brothers Insurance, Matt worked at Liberty Mutual Surety and Travelers in leadership roles. Matt is a graduate of the University of Connecticut.
Sponsorships
To secure your sponsorship or inquire about other sponsorship opportunities, please contact:
Kristin Bodner, Marketing Manager, Marcum LLP
[email protected] or 860.760.0714
Sponsors
Showcase Sponsor
World Insurance Associates LLC
World Insurance Associates LLC is a diversified, multi-line, and independently-owned insurance agency. Our extensive brokerage agreements allow us to find and negotiate the best insurance and bonding scenario for your business. Our goal is to be our client’s business partner. We want to make sure your business can weather any storm.
Speaker Sponsors
Acumatica
Acumatica’s cloud-based construction accounting software provides the best path for transforming your business to thrive in the new digital economy. Built on cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated construction software, including financials with job cost accounting, project management, field service, CRM and mobile.
With Acumatica you’ll improve margins, increase project control, and streamline time-intensive processes so you can build better wherever you are.
Hinckley Allen
Hinckley Allen is a multiservice law firm offering a full range of legal services and pragmatic business advice to regional, national and international clients. Our Construction & Public Contracts group is nationally recognized for their work in the construction industry, including with ENR Top 100 contractors, construction managers, EPC contractors and heavy highway contractors, in both public and private sectors. With our longstanding reputation for creating lasting, meaningful business relationships, we are more than just a law firm. We are a law firm that truly and fully engages with our clients and that adds significant value to our clients’ strategic goals.
Prophix Software
To empower mid-market companies to achieve their goals, Prophix provides an integrated, cloud-based platform to the Office of Finance; one that delivers planning, budgeting, reporting, forecasting and consolidation solutions. With Prophix, finance leaders improve profitability, minimize risk, and put the focus back on what matters most – uncovering business opportunities. Prophix supports the future with AI innovations that adapt to meet the strategic realities of more than 2,800 active customers, globally, who rely on Prophix to deliver tangible business outcomes and transform the way they work.
Supporting Sponsors
Arch Insurance
Arch Insurance is a market-leading insurer, providing a wide range of property, casualty and specialty insurance options for corporations, professional firms and financial institutions across the U.S.
BuildCentral
BuildCentral specializes in planned construction insights and market analytics for the commercial, residential, hospitality, medical, retail, mining & energy spaces. Monitor future construction and analyze your key markets for hidden opportunities and financial risks with BuildCentral..
Deltek + ComputerEase
Deltek + ComputerEase is the leading construction software provider of user-friendly job costing accounting, project management, and payroll services, supporting contractors as they grow. Our mission is to deliver solutions that help customers connect and automate the project lifecycle that fuels their business. We help contractors stay in control from any location, offering affordable tools to proactively manage jobs, inventory, finances, and people. Our simplified solutions increase visibility, provide transparency, and mitigate risk throughout the entire job lifecycle
F+F Mechanical
F+F Mechanical is a full service mechanical contractor based in North Haven, Connecticut, providing Mechanical Piping, Sheet Metal and Plumbing solutions for a wide variety of commercial, industrial and institutional clients. Family owned and operated since 1982, F+F’s leadership strives to continuously improve operations by integrating state-of-the art technology, promoting staff training, and continuously striving for a safe work environment for all its employees.
We at F+F work hard to diligently preserve our longstanding reputation for responsiveness, integrity, and innovation. Leveraging Lean construction techniques and advanced technologies, it is our mission to deliver the most sustainable, efficient and cost effective mechanical solutions on every project, every time.
Fusco Corporation
Fusco Corporation, founded in 1924, is a family owned, commercial construction management and development firm with a distinguished reputation for our quality of work, safety record and delivery of projects on-time and within budget. Fusco brings over 90 years of experience and expertise along with leading edge technology, best practices in sustainable building design, transparency and value to every project.
Our portfolio includes many landmark projects including the Shubert Theatre, the Connecticut Tennis Center, the Yale Child Study Center, Quinnipiac Law School, the renovation of Yale University’s Timothy Dwight College and Saybrook College, UCONN Health Center Outpatient Pavilion, Yale New Haven Health Clinical Laboratory and the Long Wharf Maritime Center.
Ion Bank
Ion Financial, MHC is an independent financial services company committed to building lifetime relationships by partnering with our customers to help them identify and achieve their financial goals. We seek profitable growth while delivering superior customer service and offering a comprehensive package of progressive financial products through multiple delivery channels, ultimately benefiting our customers, employees and communities. We will serve our communities as an exemplary corporate citizen, through volunteerism and financial support.
Liberty Mutual Surety
Liberty Mutual Surety is the largest surety in the U.S. and globally. With locations in 18 countries, Liberty Mutual has the capacity, capabilities, and professionals to underwrite all types and sizes of contractors and corporations.
Northwestern Mutual – Pat DiCerbo
Pat DiCerbo has been working with Northwestern Mutual since 1988. He has worked extensively with business owners and families in the construction industry and related industries for over 25 years. He provides the design, sale and service of plans that are used to increase liquidity, accumulate wealth, transfer wealth, and minimize taxes.
Coffee Break Sponsor
People's United Bank
Wine Sponsor
Smith Brothers Insurance LLC
Smith Brothers was founded 48 years ago on the premise that clients are best served when their businesses, personal lives and financial interests are comprehensively protected. Our construction division, comprised of bond and insurance experts, understands that construction is difficult, your bond and insurance relationships shouldn’t be. Let our decades of experience help build an insurance and bond program that fits your needs and your budget by understanding your business, your contracts and your tolerance for risk.
Email Marketing Sponsor
Viewpoint
Trimble Viewpoint construction software solutions, part of Trimble Connected Construction, allow contractors to better manage their projects, processes and people, using the data gathered to lower risk and improve margins. With more than 40 percent of the ENR 400 on our platforms, Trimble Viewpoint innovations are transforming the construction industry by connecting operations across financial and HR systems, project management tools and mobile field solutions.