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Overview

The Marcum Construction Summit, presented with ABC Florida East Coast Chapter and CFMA of Florida, is dedicated to updating construction contractors, finance and accounting professionals on the economic state of the construction industry.

This complimentary event is expected to draw more than 300 leaders in the construction industry from across Florida.

Agenda

11:30 AM - 12:00 PM Registration & Lunch
12:00 PM - 1:00 PM Welcome Remarks
12:30 PM - 1:30 PM Top 10 Mistakes Contractors Make when They Grow Too Fast

Lee A. Weintraub, Becker

1:30 PM - 2:30 PM The Value of ESOPs in Construction

Panel

Malcolm Butters, Butters Construction & Development, Inc.
Guillermo Doria, BankUnited
Steven B. Greenapple, SES ESOP Strategies
Kenneth Pia, Marcum LLP (Moderator)

2:30 PM - 2:45 PM Break
2:45 PM - 3:45 PM The Current and Future State of Technology

Panel

Michael Balter, Marcum LLP (Moderator)
Adam Handfinger, Peckar & Abramson
Ken Kohl, Stratus Data Solutions | Miller Construction Company
Anderson Pinto, Hartzell Construction
Andrew Rashid, Alliance Solutions Group (Moderator)
Doug Simms, Kaufman Lynn Construction

3:45 PM - 4:00 PM Break
4:00 PM - 5:00 PM Keynote Address: Economic Forecast

Anirban Basu, Chief Economist, Marcum LLP, ABC & CFMA

5:00 PM Cocktail Reception

Speakers

Keynote

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.

Panelists

Michael Balter

Regional Managing Partner, Marcum LLP

As Regional Managing Partner, Michael Balter oversees Firm services to all Marcum clients in Florida and Tennessee and is also responsible for operations in the region’s five Marcum offices. Additionally, he is partner-in-charge of Florida Assurance Services and is a member of Marcum’s Executive Committee.

Mr. Balter joined Marcum in 2014 with over 25 years of client service experience in the construction, manufacturing, distribution and service industries.

Mr. Balter holds an MBA from Florida Atlantic University and a BS in Accounting from the University of Florida, where he serves on the Accounting Advisory Board. He is a member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA), and the Association for Corporate Growth (ACG) – South Florida. He is also a Board member and past president of the Construction Financial Management Association (CFMA) and is the chairman of the FICPA Construction Conference.

Mr. Balter authored the Financial Management section of The Contractors Manual for Associated Builders and Contractors (ABC) and recently completed his term as financial counsel for the South Florida Chapter of the Associated General Contractors (AGC) of America. He also is a regular contributor to industry journals including Construction Focus, Construction Ink, and Building Florida.

Malcolm Butters

President and co-founder of Butters Construction & Development, Inc.,

Malcolm Butters is president and co-founder of Butters Construction & Development, Inc., a privately held real estate firm engaged in construction, development, investment, management and leasing of office, industrial, retail and hotel properties. Over the past 30 years, Butters Construction & Development has built over 18 million square feet. Malcolm and his brother Mark, currently own commercial space in several cities in Florida and Georgia. Notable projects include the Boca Village Corporate Center containing over 600,000 square feet of office and retail, Hillsboro Technology Park, a 1,000,000 Square Foot Business Park in Deerfield Beach and Marriott Residence Inn, Coconut Creek, Florida.

Over the past decade, Butters Construction & Development, Inc. has been listed as one of the most active commercial developers in Florida. In fact, just over the last five years, Butters has put together over 200 acres with a potential build out of 3 million square feet of industrial space, in Dade County alone, to become one of Miami’s leading industrial developers. Butters Construction & Development has won the National Association of Office and Industrial Property’s South Florida Chapter “Developer of the Year” award six times and, as well as being inducted into the Florida International University, Entrepreneurial Hall of Fame.

Malcolm Butters is considered one of the most innovative and creative developers in the state. He was one of the pioneers in elevating the architectural standards for Commercial buildings resulting in aesthetically pleasing, award winning facilities.

Malcolm Butters is also active in a number of community and non-profit organizations. He’s a board member for the Real Estate Advisory Board for the University of Miami, as well as founder of the “Malcolm & Catherine Butters Real Estate Scholarship” award for the Florida International University Hollo School of Real Estate.

Butters earned a Master’s Degree in Real Estate from Florida International University in 1983 and a Bachelor in Finance from the University of Miami in 1982.

Guillermo Doria

Vice President and ESOP Practice Leader, BankUnited

Guillermo Doria currently serves as Vice President and ESOP (Employee Stock Ownership Plan) Practice Leader at BankUnited, where he is dedicated to helping bankers and their privately held clients evaluate the benefits of selling stock to an ESOP and therefore creating liquidity for the owners in the transaction. He also assists them with understanding ESOP-related issues throughout the lifecycle of an ESOP, including newly established and mature plans. Prior to joining BankUnited, Guillermo worked as an Associate at Veritas Financial Partners where he focused on asset based loan underwriting and portfolio management.

Guillermo frequently participates in community affairs and serves as a Board Member of the ACG (Association of Corporate Growth) and is the former Chairman of the ACG’s South Florida’s Young Professionals Group, a group established to connect young professionals in the middle-market industry with the resources needed for professional growth and development.

Guillermo received a B.S in Finance from Florida State University and an M.B.A with a concentration in Finance from the University of Tampa.

Steven Greenapple

SES ESOP Strategies, A Stevens & Lee/Griffin Company

Steve has extensive experience in transactions involving employee stock ownership plans (ESOPs). He has represented ESOP plan sponsors, shareholders selling to an ESOP, and ESOP trustees in transactions establishing and amending ESOPs, increasing ESOPs’ share ownership, using ESOPs to acquire other businesses, and terminating and buying out ESOPs. He is also experienced in designing and implementing other forms of equity compensation plans such as stock appreciation rights, phantom stock plans and stock option plans. Steve is frequently brought into transactions as special ESOP counsel by clients’ corporate counsel. He has also served as an expert in litigation related to ESOPs in state and federal court.

Prior to focusing his practice on ESOPs, Steve practiced business and transactional law for more than 20 years. He works with clients in a variety of industries and has been involved in every phase of clients’ businesses. Steve advises on organization structuring relationships among founders, investors and joint ventures, and on negotiating, drafting and administration of agreements. He also provides access to other resources, such as trustees, valuation advisors, lenders, accountants, investment bankers, financial advisors and attorneys to help his clients achieve their objectives.

He has received an AV® Preeminent™ rating from LexisNexis Martindale-Hubbell, which is the highest rating for legal ability and general ethics.

Ken Kohl

President, Stratus Data Solutions

Ken Kohl, President and founder of Stratus Data Solutions, has more than 40 years of experience specializing in Construction Industry IT. Ken has delivered successful accounting, estimating and IT solutions to many construction firms in South Florida; he is currently consulting and serving as IT director for Miller Construction Company.

Ken understands how to deliver a successful IT Strategy to any size construction firm.

Kenneth Pia

Business Valuation Industry Leader, Marcum LLP

Kenneth J. Pia, is a partner and the leader of the Business Valuation Industry group. With more than 25 years of professional business valuation and litigation support experience, Mr. Pia has developed a national reputation working on a wide range of complex valuation engagements. He has performed valuations of businesses and partial business interests for a variety of purposes including, but not limited to, family law matters, employee stock ownership plans, business damages, buy-sell agreements, shareholder litigation, estate and gift tax matters, and buying and selling businesses.

Mr. Pia is heavily involved with the American Society of Appraisers (ASA). He is Chair of the ASA’s Business Valuation Committee, is a member of the National Business Valuation Education Committee, and teaches nationally for the ASA’s accreditation program. Mr. Pia is also a charter member of the American Academy of Matrimonial Lawyers Foundation’s Forensic & Business Valuation Division and was recently named to the American Academy for Certified Financial Litigators Advisory Board for New York and Connecticut.

Mr. Pia is a frequent speaker on business valuation topics on the national and local levels for numerous professional organizations, including the American Bar Association, American Institute of Certified Public Accountants, American Academy of Matrimonial Lawyers, and National Center for Employee Ownership. In addition to teaching for the ASA’s accreditation program, he previously instructed for the American Institute of Certified Public Accountants’ Certificate of Educational Achievement (CEA) program in business valuation. He is also an Adjunct Professor at Quinnipiac University. Mr. Pia has technically reviewed publications on divorce finance and taxation for the American Bar Association, as well as several books on business valuation. In 2007, he was appointed as one of two appraisers to the State of Connecticut’s Eminent Domain Task Force, established to determine the methodologies to be used in the calculating lost intangible economic value of businesses due to the state exercising domain rights.

Mr. Pia has been qualified as an expert witness in Federal District Court and the State Courts of Connecticut and New York, as well as various arbitration proceedings. He has also rendered extensive services relating to court testimony. Mr. Pia is on the State of New York Courts’ list to receive court appointments in the following counties: New York, Kings, Richmond, Queens, Nassau, Suffolk, and Westchester. He has received court appointments in New York and Connecticut.

Anderson Pinto

Hartzell Construction

Anderson Pinto is a Brazilian-American businessman with strong family values, a great passion for extreme sports, and community involvement. This passion was the main force that drove him to achieve a Second-Degree Black Belt in Jiu-Jitsu, a Brazilian style martial art, and to become a teacher. He also utilizes his teaching skills to train women and children in self-defense during his free time. One of the requirements to receive such an achievement is for an individual to have a higher discipline. This is what he has utilized to develop his business life, which has also helped him continue to grow Hartzell Construction for the last 19 years.

As a concerned citizen Anderson continues his education on organic and green products. Hartzell deploys several crews, providing all sorts of construction-related service to our communities and businesses alike, some of whose services include: Renovations, Concrete Restoration, Painting, Impact Resistant Hurricane Windows & Doors, and so much more. Anderson has a saying that he constantly uses inside the company, “We at Hartzell bring life to our projects and make it become a reality to our customers”.

Lee Weintraub

Shareholder, Becker

At age 46, Lee Weintraub was the youngest recipient ever of the Lifetime Achievement Award from the Florida Bar’s Construction Law Committee. Mr. Weintraub is also an adjunct professor of law at Nova Southeastern University Shepard Broad College of Law teaching construction law. In 2009 and 2013, Florida Trend magazine named him one of Florida’s Legal Elite, an honor bestowed on only the top 2% of Florida lawyers.

In the 2020 edition of The Best Lawyers in America®, Mr. Weintraub was recognized as Lawyer of the Year in Construction Litigation, an honor only bestowed upon one attorney for each specialty practice and location. Additionally, he has been voted by his peers as one of the Best Lawyers in America© every year since 2006. He has also been selected by Florida Super Lawyers every year since 2007, which names Florida’s top 5% of lawyers as chosen by their peers. Mr. Weintraub has been recognized by Chambers USA – America’s Leading Business Lawyers every year since 2003. Chambers USA noted he focuses on licensing and construction defect litigation, but is particularly renowned for his expertise in the Construction Lien Law.

Mr. Weintraub is Board Certified in Construction Law by the Florida Bar and serves as Vice Chair of the Firm’s Construction Law Practice Group. Since passing the construction law board certification exam, he has served as a board certification exam course instructor every year the course has been offered. He is a certified arbitrator for the American Arbitration Association and, as a lawyer, represents owners, developers, contractors, subcontractors, design professionals, bond sureties and other commercial entities in litigation, arbitration and transactions. He is a frequent lecturer statewide, nationally and internationally on construction related topics.

The Firm’s Public, Private Partnership (P3) practice team is led by Mr. Weintraub along with Vice Chair Jennifer Drake. This multi-disciplinary team of professionals is experienced in development, construction, government, real estate, corporate, finance, procurement, and land use. Mr. Weintraub helped draft, negotiate and advocate for the P3 legislation that became law in Florida in 2013 and all its subsequent amendments. He is a frequent lecturer and author on the nuances of how to structure P3 projects. He is also a founding member and former Chair of the Florida Council for Public/Private Partnerships, a non-profit consortium of public and private sector organizations working together to further P3 opportunities. In 2019, Mr. Weintraub was invited by the United States Department of Commerce Commercial Law Development Program to travel with them to Asia to train the governments of eight Asian countries in public/private partnerships. His experience included a day meeting with the Parliament of Nepal and he has been invited back to meet with the President of the Maldives and his cabinet for further training.

Sponsorships

To secure your sponsorship or inquire about other sponsorship opportunities, please contact:

Lewis Greenberg, Southeast Marketing Manager, Marcum LLP
lewis.greenberg@marcumllp.com or 954.320.8244

DOWNLOAD SPONSORSHIP FORM

KEYNOTE SPEAKER SPONSOR $8,000 (SOLD)

  • Introduction of Keynote speaker
  • Exhibit table at event
  • Receipt of attendee list post-conference
  • Company logo displayed on all event materials
  • Company name or logo prominently displayed on all promotional elements (website, invitation, press release)
  • Full page advertisement in conference book

GOLD SPONSOR $6,000

  • Exhibit table at event
  • Receipt of attendee list post-conference
  • Company logo displayed on all event materials
  • Company name or logo prominently displayed on all promotional elements (website, invitation, press release)
  • Full page advertisement in conference book

SILVER SPONSOR $5,000

  • Opportunity to display collateral in a shared sponsorship space in exhibit hall
  • Receipt of attendee list post-conference
  • Company logo displayed on all event materials
  • Company name or logo prominently displayed on all promotional elements (website, invitation, press release)
  • Half page advertisement in conference book

BRONZE SPONSOR $3,000

  • Company logo displayed on all event materials
  • Company name or logo prominently displayed on all promotional elements (website, invitation, press release)
  • Half page advertisement in conference book

ADDITIONAL SPONSORSHIP & MARKETING OPPORTUNITIES

LANYARD SPONSOR $4,000 (SOLD)

  • Company logo displayed on all attendee lanyards
  • Recognition as a “Supporting Sponsor” on conference website and on-site program guide

PEN SPONSOR $4,000

  • Company logo on pen at each seat in main session
  • Recognition as a “Supporting Sponsor” on conference website and on-site program guide

TOTE BAG SPONSOR $4,000 (SOLD)

  • Company logo displayed on conference bag
  • Recognition as a “Supporting Sponsor” on conference website and on-site program guide

COCKTAIL SPONSOR $2,500 (SOLD)

  • Company logo displayed at all bars
  • Recognition as a “Supporting Sponsor” on conference website and on-site program guide

CONFERENCE WiFi SPONSOR $2,500

  • Wi-Fi passcode of your choice distributed to all attendees
  • Recognition as a “Supporting Sponsor” on conference website and on-site program guide

ENTERTAINMENT SPONSOR $2,000

  • Company logo displayed near live entertainment
  • Recognition as a “Supporting Sponsor” on conference website and on-site program guide

LUNCH SPONSOR $2,000 (SOLD)

  • Company logo displayed near lunch stations
  • Recognition as a “Supporting Sponsor” on conference website and on-site program guide

OTHER ADVERTISING OPTIONS

Ads due date: Please submit all ads by January 20, 2020 to Lewis Greenberg.

Quarter Page Ad

2.375″W x 3.875″H

$300
Half Page Ad

5″W x 3.875″H

$500
Full Page Ad

5″W x 8″H

$750

Sponsors

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