Overview

The Marcum Construction Summit, presented with ABC Florida East Coast Chapter, Construction Executives Association, and CFMA South Florida, is dedicated to updating construction contractors, finance and accounting professionals on the economic state of the construction industry. This complimentary event draws construction contractors and other service providers from across the region.

BACK BY POPULAR DEMAND!

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

Presented with:

ABC Florida East Coast Chapter
Construction Executives Association
Construction Financial Management Association (CFMA), South FLorida Chapter

Agenda

11:30 AM
Check-In, Networking and Lunch
12:00 PM
Welcoming Remarks

Michael Balter, Regional Managing Partner, Marcum LLP
Ashlie Forum, Partner, Marcum LLP

12:30 PM
Construction Executives Panel

Featuring several leaders in the industry, this discussion will address a variety of pressing topics impacting construction businesses. Some of those topics will include some perspective into market demand and backlog, labor issues, access to and cost of materials as well as related supply chain dynamics. We’ll highlight partnerships between general contractors and subcontractors as well as those between contractors and developers. The conversation will offer attendees meaningful and impactful insight.

  • Patrick Murphy, EVP, Coastal Construction
  • Alex Hernandez, President, Hernandez Construction
  • Brian Sudduth, President, Miller Construction
  • Rex Kirby, President, Verdex Construction
  • Mike Gift, National Portfolio Manager Lead- Engineering & Construction, BMO Commercial Bank

Moderated by Adam Handfinger, Peckar & Abramson, P.C.

1:30 PM
Attracting Tomorrow’s Talent with Today's Leaders

Steve Bench, Generational Consulting, LLC

Talent attraction and retention are the #1 issue facing employers in 2023, but at the same time millions of young employees are already disenchanted about the workforce and wondering how their professional lives will take shape in the coming years.  As the Baby Boomers ride off into the retirement sunset, Generation X is left to manage an empowered Millennial generation raised with a new set of attitudes and expectations about their work-life balance. And just as we were beginning to understand Millennials, Gen Z is entering the workforce en masse!  This keynote session focuses on talent attraction and workforce retention by building understanding of who we are, how we were raised, and how each generation views “work” as a part of their identity.  Learn talent attraction and retention strategies to overcome generational differences and attract Millennial and Gen Z employees and keep them from leaving!  Adulthood has changed, and depending on my life stage, I might prioritize my lifestyle over my career… So how do you manage and motivate someone who may not be as committed to their job as previous generations?  This session will give you the answers, energize your group and get people talking!

2:30 PM
Break
2:45 PM
Exploring the Impact of Generative AI in Construction

Peter Scavuzzo, Chief Executive Officer, Marcum Technology | Chief Information & Digital Officer, Marcum LLP

Generative artificial intelligence (AI) is piquing interest in every aspect of business and life. This session will offer clarity around what it is and what “creative” means. Delve into real applications of AI and the impact of this new frontier on the construction industry. After this session, you’ll be ready to be “creative” and to have an action plan.

3:45 PM
Break
4:00 PM
Keynote: The Good, The Bad, & The Ugly

Anirban Basu, Chief Construction Economist, Marcum LLP

Has the Federal Reserve successfully engineered a soft landing? Or, is the confluence of geopolitical conflict, a presidential election, rising consumer debt levels, and still high interest rates conspiring to produce economic downturn in 2024? It is difficult to know whether 2024 will be a good year – but one thing is clear – it will be a very interesting one. This presentation will supply in-depth analysis of major factors shaping economic outcomes, including interest rates, global conflict, wage dynamics, business confidence, and demographics. It will then turn toward a forecast for the coming year, highlighting the major risks that economic stakeholders will likely encounter.

5:00 PM
Networking and Cocktail Reception

Speakers

Keynote

Anirban Basu

Chief Construction Economist, Marcum

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

FULL BIO

Anirban Basu

Chief Construction Economist, Marcum

Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with an office in Orlando, Florida.  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 (2014-2021). He serves as Chairman of the Baltimore County Economic Advisory Committee. He also serves the chief economist function for Associated Builders and Contractors, the Construction Financial Management Association, the Modular Building Institute, the Maryland Bankers Association, and several others.

He has taught at several universities, most frequently at the Johns Hopkins University. He currently teaches History of Economic Thought at Goucher College as their Distinguished Economist in Residence.   

In 2007, 2016, and 2022, the Daily Record newspaper selected Dr. 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.

Dr. Basu is currently on the boards of the University of Maryland School of Law, St. Mary’s College, the University of Maryland Medical Center, the University System of Maryland Foundation, the Lyric Opera House and the Archdiocese of Baltimore School System.  He is also on Truist Bank’s advisory board.

Dr. Basu earned his B.S. in Foreign Service at Georgetown University.  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.  He acquired his Juris Doctor at the University of Maryland School of Law. He completed his doctoral work at UMBC with a concentration in health economics.

Speakers

Michael Balter

Michael Balter

Regional Managing Partner - Marcum LLP

Michael Balter serves as regional managing partner for the Southeast. Additionally, he is Assurance Services leader for the Southeast region and is a member of Marcum’s Executive Committee.

Michael joined Marcum in 2014 with more than 25 years of client service experience in the construction, manufacturing, distribution, and service industries.

FULL BIO

Michael Balter

Regional Managing Partner - Marcum LLP

Michael Balter serves as regional managing partner for the Southeast. Additionally, he is Assurance Services leader for the Southeast region and is a member of Marcum’s Executive Committee.

Michael joined Marcum in 2014 with more than 25 years of client service experience in the construction, manufacturing, distribution, and service industries.

He 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 chairman of the FICPA Construction Conference.

Michael 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.

Steve Bench

Generational Consulting, LLC

Steve customizes keynote presentations and training sessions that deliver engagement strategies for attracting and retaining Millennials, empowering Generation X, capturing Boomer wisdom and cultivating future leadership by leveraging the strengths of each generation. Steve has shared his message with audiences across the country.

Steve is also the creator of “The Pitch!”, a non-profit business contest that puts the next generation of workforce talent in charge to create a start-up company and make the perfect sales pitch! Teenage students learn business concepts, practice soft skills and networking and compete for prizes! When not in a classroom, Steve spends his time in gyms around the midwest coaching AAU basketball.

Ashlie Forum

Tax & Business Services, Partner - Marcum LLP

Ashlie Forum is a partner in the Firm’s Tax & Business Services division. She also serves as the Firm’s Real Estate and Construction industry leader in the Southeast.

Ashlie consults with clients who are adding, modifying, and divesting real estate portfolios. The depth of her practice includes proactively planning to leverage 1031 exchanges as well as other strategies. For example, she works regularly with clients interested in direct investment in Qualified Opportunity Zones (QOZs), as well as those creating their own QOZ funds. Additionally, she guides clients through cost segregation studies.

FULL BIO

Ashlie Forum

Tax & Business Services, Partner - Marcum LLP

Ashlie Forum is a partner in the Firm’s Tax & Business Services division. She also serves as the Firm’s Real Estate and Construction industry leader in the Southeast.

Ashlie consults with clients who are adding, modifying, and divesting real estate portfolios. The depth of her practice includes proactively planning to leverage 1031 exchanges as well as other strategies. For example, she works regularly with clients interested in direct investment in Qualified Opportunity Zones (QOZs), as well as those creating their own QOZ funds. Additionally, she guides clients through cost segregation studies.

Ashlie provides a wide range of tax services to privately held companies in a variety of industries, with extensive experience serving family businesses as well as high-net-worth families. She has provided tax consulting, compliance, research, and tax planning services to privately held companies, as well as assisted with tax controversy issues.

Ashlie has ample knowledge in partnership taxation with a focus on the business and compliance needs of limited liability companies. She also has experience in Family Office services, which includes a variety of services like bill paying, succession planning, and investment analysis.

Michael Gift

Managing Director & Portfolio Manager, Engineering & Construction - BMO Commercial Bank

Michael Gift is a Managing Director with BMO Commercial Bank, where he is responsible for managing the lending portfolio of BMO’s U.S. Engineering & Construction business – originating, structuring and underwriting commercial, corporate and leverage debt transactions for both public and private clients. While lending decisions are a chief responsibility, Michael also focuses on driving new business across the industry and its subsectors, including building products, general and specialty contractors, infrastructure, as well as architecture/design firms.

Michael has been with the Engineering & Construction Group since 2006. He holds a BS in Finance from University of Illinois at Urbana-Champaign and an MBA in Finance and Management Strategy from Northwestern University – Kellogg School of Management. Outside of BMO, Mike serves as a Director for the Chicago Building Congress (CBC).

Adam Handfinger

Adam Handfinger

Co-Managing Partner, Miami - Peckar & Abramson, P.C.

Adam Handfinger is co-managing partner of the firm’s Miami office. He is certified by the Florida Bar as a Construction Law Specialist and focuses his practice on construction law and commercial litigation matters, representing construction professionals in issues relating to contract negotiation, project management, subcontractor performance issues and claims, payment, construction defects, bond and insurance claims, the project closeout process, and the litigation of related disputes.

FULL BIO

Adam Handfinger

Co-Managing Partner, Miami - Peckar & Abramson, P.C.

Adam Handfinger is co-managing partner of the firm’s Miami office. He is certified by the Florida Bar as a Construction Law Specialist and focuses his practice on construction law and commercial litigation matters, representing construction professionals in issues relating to contract negotiation, project management, subcontractor performance issues and claims, payment, construction defects, bond and insurance claims, the project closeout process, and the litigation of related disputes.

Adam advises clients through all stages of construction projects, often helping clients resolve problems in real-time to avoid disputes and achieve successful project outcomes. Adam and his team have extensive litigation experience throughout the United States, in state and federal courts, as well as arbitration proceedings. This litigation experience involves all types of construction law issues, including payment disputes, delay claims, construction defect claims, and insurance coverage issues.

Adam also works with Peckar and Abramson’s Employment Law Group, defending employment practice liability claims, including discrimination, wrongful termination, retaliation, and wage claims. He has successfully defended class action Fair Labor Standards Act Claims brought by construction laborers.

Adam has received several accolades. He has been ranked by Chambers for multiple years in a row and was named a “Next Generation Partner” by The Legal 500. Adam is also recognized by Super Lawyers and Best Lawyers and was named the 2023 “Lawyer of the Year” for Construction Law in Miami by Best Lawyers. He has also been named a Top Lawyer by the South Florida Legal Guide and has an AV Preeminent rating from Martindale.

Adam has published over 70 articles regarding construction law and is a frequent lecturer on construction-related topics. He is also an Adjunct Professor at the Terry W. Stiles School of Real Estate Development at the H. Wayne Huizenga College of Business and Entrepreneurship at Nova Southeastern University, teaching a course on construction management.

Alex Hernandez

President - The Hernandez Group

Alex Hernandez is President of “The Hernandez Group” consisting of Hernandez Construction LLC, Hernandez Development Services LLC, and Hernandez Development. He leads and manages the operations and strategic direction of the companies, providing a full range of commercial construction and development services specialized in the Industrial sector and developing Class A Self-Storage with office locations in Miami/Ft Lauderdale, Chicago, Indianapolis, and Atlanta.

FULL BIO

Alex Hernandez

President - The Hernandez Group

Alex Hernandez is President of “The Hernandez Group” consisting of Hernandez Construction LLC, Hernandez Development Services LLC, and Hernandez Development. He leads and manages the operations and strategic direction of the companies, providing a full range of commercial construction and development services specialized in the Industrial sector and developing Class A Self-Storage with office locations in Miami/Ft Lauderdale, Chicago, Indianapolis, and Atlanta.

Mr. Hernandez has over 30 years of experience in the real estate development and construction industries. He joined Stiles Corporation in 1996, where he held many distinguished positions. In 2002, he formed Hernandez Construction and Hernandez Development Services. As President, he has forged a steady building of the company’s market presence.

Having managed over fifteen million square feet of buildings including facilities for several Fortune 100 companies, Mr. Hernandez’s experience encompasses many areas of development and construction including industrial, self-storage, hospitality, healthcare, general commercial, tenant improvement, manufacturing, retail, automotive and public sector work. Under his leadership, Hernandez Construction has received numerous industry awards and accreditations including LEED Certification, Community Appearance Awards, Inc 5000 and Business Journal; Top 20 General Contractors, Structures Award, Top Private Companies List, Fastest Growing Companies, Top Hispanic-Owned Business and the Associated Builders’ Safety Award.

Mr. Hernandez is a proud member of The Young Professional Organization (YPO), a global platform for chief executives to engage, learn and grow.

Rex B. Kirby, Jr.

President - Verdex Construction

With over four decades of construction experience, Rex Kirby, recognized as a 2023 “Ultimate CEO” by the South Florida Business Journal (SFBJ), has led Verdex Construction to rank as the 6th largest among South Florida’s General Contractors and 35th among top private companies in South Florida in 2023. Verdex’s expertise spans across multifamily, senior living, industrial, hospitality, commercial/retail, non-profit, education, institutional and non-profit projects. Beyond his professional success, Rex has chaired the Business Development Board of Palm Beach County and currently serves on the boards of the Economic Council of Palm Beach County and HomeSafe, a non-profit providing care and programs for children and families affected by domestic violence. He is the incoming president of the Associated General Contractors – Florida East Coast Chapter, a member of the Associated Builders and Contractors and the Construction Association of South Florida and serves on the Palm Beach County Construction Board of Adjustments and Appeals and the Infrastructure Surtax Independent Citizen Oversight Committee. Rex’s journey began with a B.S. in Engineering from the University of Florida, and he’s committed to mentoring future construction leaders through the ACE Mentorship Program in the Palm Beaches and Martin County, shaping the industry’s future.

Patrick Erin Murphy

Executive Vice President - Coastal Construction

Congressman Patrick Erin Murphy is currently an Executive Vice President of Coastal Construction.  He oversees Coastal’s diversification and growth as the company continues its expansion throughout Florida.  Patrick is currently overseeing the development of a new estimating technology, Togal.AI, that is using artificial intelligence and deep machine learning to help automate the takeoff process.  Murphy is also assisting in the development of a new building material, RENCO.  Additionally, he co-chairs Coastal Construction’s philanthropic arm, Coastal Cares.  Patrick first started in the company as a day laborer, then project engineer, estimating assistant and accounting manager. After graduating from the University of Miami, Patrick worked at Deloitte where he earned his CPA license that he maintains today.

FULL BIO

Patrick Erin Murphy

Executive Vice President - Coastal Construction

Congressman Patrick Erin Murphy is currently an Executive Vice President of Coastal Construction.  He oversees Coastal’s diversification and growth as the company continues its expansion throughout Florida.  Patrick is currently overseeing the development of a new estimating technology, Togal.AI, that is using artificial intelligence and deep machine learning to help automate the takeoff process.  Murphy is also assisting in the development of a new building material, RENCO.  Additionally, he co-chairs Coastal Construction’s philanthropic arm, Coastal Cares.  Patrick first started in the company as a day laborer, then project engineer, estimating assistant and accounting manager. After graduating from the University of Miami, Patrick worked at Deloitte where he earned his CPA license that he maintains today.

Most recently, Patrick was appointed to serve on the President’s Export Council under President Joe Biden, where he will advise the president on strategies to promote American exports and support job creation through trade.

Patrick served in U.S. Congress, representing Palm Beach and Treasure Coast in the House of Representatives for four years (2013-2017) and was the nominee for the U.S. Senate in 2016.  After leaving office in 2017, he was named chair of the Future Forum Foundation, a nonprofit organization that researches key issues impacting millennials, such as automation, artificial intelligence and the sharing economy.  Additionally, Patrick is conducting a bi-partisan nationwide tour of college campuses titled: “Why Gridlock Rules Washington and How We Can Solve the Crisis” that has visited 40 campuses nationwide. Inspired by these townhalls, Patrick has co-authored a textbook discussing today’s polarization titled: “A Divided Union.” Patrick served as Transition Chairman for Agriculture Commissioner Nikki Fried.

During the Fall 2017 semester, Patrick was a visiting Fellow at the Georgetown Institute of Politics and Public Service in Washington D.C. and is currently a Senior Fellow at FIU.  Patrick proudly serves as a board member of the Miami Bridge Youth and Family Services, a homeless shelter for children.

Peter Scavuzzo

Chief Executive Officer, Marcum Technology | Chief Information & Digital Officer, Marcum LLP

Peter Scavuzzo is the CEO of Marcum Technology as well as a partner and chief information & digital officer of Marcum LLP, one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland. Marcum is part of the Marcum Group, an organization providing a comprehensive array of professional services.

FULL BIO

Peter Scavuzzo

Chief Executive Officer, Marcum Technology | Chief Information & Digital Officer, Marcum LLP

Peter Scavuzzo is the CEO of Marcum Technology as well as a partner and chief information & digital officer of Marcum, one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland. Marcum is part of the Marcum Group, an organization providing a comprehensive array of professional services.

Peter is responsible for creating and executing the strategic technology roadmap across all Marcum Group companies. His current strategic charter focuses on five major points: Innovation, Digital Transformation, Customer Experience, Data Analytics/Insights, and Risk Aversion. During his tenure at Marcum, he has played a key role in the Firm’s expansion from two to more than 30 offices, and has successfully integrated more than 40 M&A transactions.

As an executive leader reporting directly to the chairman and CEO, Peter provides direction in all strategic technology initiatives. He is the Firm leader in digital transformation and is a strong advocate of leveraging technology to ensure that the Firm maintains long-term viability and competitiveness in a rapidly accelerating technology landscape. The initiatives he is promoting are focused on digitally modernizing traditional processes and leveraging technology to drive efficiency and maximize staff productivity.

He is a member of the Firm’s Executive Committee and actively workshops with leaders on technology trends, the Firm’s innovative strategies, and how they will impact core business deliverables.

Peter earned his Bachelor of Science in Computer Engineering and Master of Science in Telecommunication Networks from Polytechnic University, which is now known as the NYU Tandon School of Engineering.

Brian Sudduth

President - Miller Construction

Brian is the visionary of Miller Construction, managing the Leadership Team and the overall day-to-day operations of the company. His approach to the growth and expansion of Miller is based on a set of core values that acknowledges the needs of our clients and the importance of our team members who share those values. Brian is a leader impassioned with giving opportunities to our team members to grow with the company by embracing the entrepreneurial spirit and by providing training in personal development and leadership.

FULL BIO

Brian Sudduth

President - Miller Construction

Brian is the visionary of Miller Construction, managing the Leadership Team and the overall day-to-day operations of the company. His approach to the growth and expansion of Miller is based on a set of core values that acknowledges the needs of our clients and the importance of our team members who share those values. Brian is a leader impassioned with giving opportunities to our team members to grow with the company by embracing the entrepreneurial spirit and by providing training in personal development and leadership.

Brian’s father was a general contractor, fueling his interest and eventual passion for construction. He joined Miller in 2005 to manage and grow the preconstruction capabilities of the company. He was tapped as President in early 2018 and began making plans for expansion throughout the state, opening a central Florida office in 2020. Brian is a graduate of the M.E. Rinker, Sr. School of Construction Management at the University of Florida and now serves on the Rinker School Industry Advisory Board committee. He is also on the Board of Directors for the Associated Builders and Contractors (ABC) Florida East Coast Chapter.

Brian is an avid boater and fisherman and enjoys participating in industry tournaments with team members and subcontractors. He also chairs the South Florida UF BCN Alumni fishing tournament that raises funds for the school. Brian supports several charitable organizations in the community and walks with his family annually in the American Cancer Society’s Relay for Life. He also participates with Habitat for Humanity of Broward County’s annual CEO Build.

Sponsors

Sponsorships

To secure your sponsorship or inquire about other sponsorship opportunities, please contact:
Lewis Greenberg, Regional Marketing Director, Marcum LLP
[email protected] or 954.320.8244

DOWNLOAD SPONSORSHIP FORM

Keynote Speaker Sponsor $10,000
(1 Available)

  • 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, event tables)
  • Full page advertisement in conference book

Gold Sponsor $7,000

  • 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, event tables)
  • Full-page advertisement in conference book

Silver Sponsor $6,000

  • Exhibit table at event
  • 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

Tote Bag Sponsor $5,000

  • Company logo displayed on conference bag
  • Recognition as a “Supporting Sponsor” on website and materials

Bronze Sponsor $4,000

  • 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

Lunch Sponsor $4,000
(2 Available)

  • Company logo displayed near lunch stations
  • Recognition as a “Supporting Sponsor” on website and materials

Lanyard Sponsor $4,000

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

Pen Sponsor $4,000
(1 Available)

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

Cocktail Sponsor $4,000

  • Company logo displayed at all bars
  • Signature drink of choice named after your company
  • Recognition as a “Supporting Sponsor” on conference website and on-site program guide

WI-FI Sponsor $3,000
(1 Available)

  • Wi-Fi passcode of your choice distributed to all attendees
  • Recognition as Wi-Fi sponsor throughout the event and in materials

Drink Sponsor $3,000

  • Company logo displayed near coffee stations
  • Recognition as a “Supporting Sponsor” on website and materials

Entertainment Sponsor $2,000
(1 Available)

  • Recognition as a “Supporting Sponsor” on website and materials

Other Advertising Options

ADS DUE DATE: Please submit all ads by December 20, 2023 to Lewis Greenberg.

Quarter Page Ad $500
2.375″W x 3.875″H

Half Page Ad $750
5″W x 3.875″H

Full Page Ad $1000
5″W x 8″H

CPE

Program Description Marcum Florida Construction Summit
Important Notice Regarding CPE:
Instruction Delivery Method Live, In-Person
Recommended CPE Credit Up to 4 Hours
Recommended Field of Study
  • Specialized Knowledge (2)
  • Business Management & Organization (1)
  • Economics (1)
Prerequisites None
Program Level Update
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.