Overview

The 2023 Marcum Mid-South Construction Summit, presented in collaboration with TRBA, ABC and AGC, is an annual “must” for construction contractors, and finance and accounting professionals, providing business-critical updates on the state of the industry from the country’s preeminent construction economist. This complimentary event is expected to draw more than 200 leaders in the construction industry from across the region.

BACK BY POPULAR DEMAND!

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

Agenda

2:00 PM - 2:30 PM
Registration
2:30 PM - 2:35 PM
Welcoming Remarks
2:35 PM - 3:20 PM
Last Chance to Save! It’s not too late for Construction Companies to save taxes for 2022 (or to get ready for 2023!)

Jim Lundy, National Construction Tax Leader, Marcum LLP

This session will provide a business and individual tax update and the current legislative environment as it pertains to the contractor, as well as insight for tax planning for a Construction Company. Planning insures that the Company is looking at all opportunities and taking advantage of available income tax methods. Attendees will gain insight on:

  • New Tax Legislation and Rulings that impact Contractors
  • Tax Planning and Strategies still available for 2022
  • Tax Planning, Rules and Regulations for Contractors in 2023 (and beyond!)
3:20 PM - 4:00 PM
The Right Tools for the Right Business: How Tennessee is Fostering Economic Growth with Flexible Incentives and Grants For Construction Businesses

Debbie Clab, Director of Tax, Tennessee Department of Economic and Community Development

Jamie Stitt, Assistant Commissioner, Business and Workforce Development, Tennessee Department of Economic & Community Development

This session will be an exciting discussion with economic development leaders from The State of Tennessee Department of Economic and Community Development that have had successful business partnerships with construction contractors and construction materials manufacturers in the credits and incentives arena.  These leaders will introduce the audience to their respective value propositions and discuss their methodology to achieving success.  They will share experiences along with technical expertise on what helps to make projects successful and effective for both the company and the state.

4:00 PM - 4:10 PM
Break
4:10 PM - 5:00 PM
Keynote Presentation: Economic Update

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

5:00 PM - 6:30 PM
Networking Cocktail Reception

Speakers

Keynote Speaker

Anirban Basu

Chief Construction Economist, Marcum LLP

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.

Speakers

Debbie Clabo

Director of Tax, Tennessee Department of Economic and Community Development

Ms. Debbie Clabo graduated from Austin Peay State University in 1993 with a Bachelor’s degree in Business Administration, a major in Accounting, and an Associate’s degree in Applied Sciences with a focus on Computer Accounting. Ms. Clabo continued her education at Tennessee State University to become eligible to sit for the CPA exam.

Ms. Clabo first came to work for the State of Tennessee in the Tennessee Department of Revenue, where she worked in various positions for 16.5 years, with the last six years as a liaison with the Tennessee Department of Economic and Community Development. In January 2008, Ms. Clabo left State Government to work for four years with a local CPA firm in the Nashville Area, specializing in State and Local taxes and economic development incentives.

In March 2012, Ms. Clabo rejoined State Government in the Tennessee Department of Economic and Community Development to serve as their Director of Tax, where she currently works as liaison to the Tennessee Department of Revenue. In this role, Ms. Clabo works extensively with both existing industries and new businesses coming to the State of Tennessee by assisting with tax questions, registration, and both general and unique tax issues that arise over the course of doing business.

Ms. Clabo is from Dickson, Tennessee where she has lived her whole life. She enjoys spending time with her husband Jimmy, three girls and eight grandbabies. She also enjoys camping, cooking, and spending time four dogs on their property.

James Lundy

Partner, Tax & Business Services, Marcum LLP

Jim Lundy is a partner in the Tax & Business Services division and a member of Marcum’s national Construction Industry Practice group. With more than 30 years of experience in both public and private practice, Mr. Lundy is one of the most respected tax consultants in the construction industry. He works regularly with more than 350 construction entities to provide a wide range of tax services. Services include performing tax physicals to provide a full overview of a construction company’s tax compliance and planning opportunities, establishing continuity and succession plans for contractors, dealing with federal and state authorities regarding tax issues important to contractors and leading in the timely completion of tax reporting required for the construction industry.

Mr. Lundy is an accomplished speaker and the author of many articles published on construction tax-related issues. The Tennessee Society of CPAs has honored him as Speaker of the Year more than 10 times; the Alabama Society of CPAs has presented him with their Thomas A. Ratcliff Outstanding Discussion Leader Award; and he has been the highest-rated speaker at both the American Institute of CPAs’ National Construction Industry Conference and the AICPA National Tax Conference.

He is often sought out to provide in-house training to other CPA firms and organizations interested in obtaining the most up-to-date and practical applications of the tax rules and regulations pertaining to the construction industry. He has also testified before the Tennessee Tax Commission regarding the taxation of multi-state contractors.

Jamie Stitt

Assistant Commissioner, Business and Workforce Development, Tennessee Department of Economic & Community Development

Jamie Stitt serves as Assistant Commissioner of Business and Workforce Development. She assists Deputy Commissioner Allen Borden in overseeing all expansions of existing companies and the recruitment of new companies to Tennessee. Additionally, she leads the FastTrack incentive team, vetting each company and project as it moves through the pipeline.

Since Jamie joined the business development team, the department has had record-breaking job commitments, shattering previous records with over 200,000 jobs committed at a close rate of 70 percent. Jamie continuously channels the department’s focus of creating net new jobs in Tennessee’s key clusters with a focus of those being high-quality paying jobs.

Prior to her current role, Jamie served as TNECD Regional Director for Southern Middle Tennessee where she led her team in assisting companies in the creation of more than 6,200 jobs and nearly $700 million in capital investment. She has also fulfilled the role of ThreeStar Program Director and Regional Economic Development Specialist where she assisted communities in implementing economic preparedness best practices.

Prior to joining TNECD in 2007, Jamie was the Director of Joint Economic and Community Development for Marshall County where she focused her efforts on new business creation. Jamie earned her master’s degree at Illinois State University and her bachelor’s degree at University of Illinois at Springfield.

Jamie resides in Nolensville, Tennessee with her husband Jimmy, their two kids, Jayden and Jaycie, and their dog, Wrigley.

Sponsors

Sponsorships

To secure your sponsorship or inquire about other sponsorship opportunities, please contact:
Kristin Bodner, Marketing Senior Manager, Marcum LLP
Kristin.Bodner@marcumllp.com or 860.760.0714

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

Silver Sponsor $5,000

  • 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

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

Centerpiece Sponsor $3,000
(Only 2 Available)

  • Company logo displayed at all tables in centerpieces
  • Recognition as a “Centerpiece Sponsor” on conference website and on-site program guide

Lanyard Sponsor $3,000

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

Pen Sponsor $3,000

  • 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 $3,000
(SOLD)

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

Cocktail Sponsor $2,500

  • 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

Reception Sponsor $2,500

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

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

Coffee Sponsor $2,000

  • Company logo displayed near Coffee 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 December 28, 2022 to Kristin Bodner.

Quarter Page Ad $300
2.375″W x 3.875″H

Half Page Ad $500
5″W x 3.875″H

Full Page Ad $750
5″W x 8″H

Register