Marcum Mid-South Construction Summit
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
Registration
Welcoming Remarks
From Design to Done: How the latest field technology will impact the back office and why that matters to you.
Construction Field Technology – What every CFO needs to know and why you need to know it. Join Trimble, Spot the Robot Dog, and Buildingpoint Midwest as we dive into the lifecycle of a construction project managed through technology. From design and preconstruction to reporting after the project is complete, technologies to capture, process, and envision data are advancing rapidly and affecting how the industry operates. Learn about the leading-edge technologies in the industry, what they are, and how they will impact you in the back office.
Presenters
Patrick Allen, VP, Sales, Trimble Viewpoint
Todd Ellsworth, Director of Professional Services, BuildingPoint Midwest
Nicholas DiBitteto, General Manager, BuildingPoint Midwest
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.
Break
Keynote Presentation: Show Me the Money (Supply)
Soft landing? Something harder? Whither inflation? This presentation will supply in-depth analysis of the major factors shaping economic outcomes, including central bank policymaking, worker attitudes, business confidence, and geopolitics. It will then turn toward a forecast for the year to come, highlighting the major risks that economic stakeholders will likely encounter.
Anirban Basu, Chief Economist, Marcum LLP, ABC & CFMA
Networking Cocktail Reception
Speakers
Keynote Speaker

Anirban Basu
Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., a Baltimore-based economic and policy consultancy he founded in 2004. He serves the Chief Economist function for many organizations, including the Maryland Bankers Association and Associated Builders and Contractors. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010. In 2022, he entered the Daily Record newspaper’s Circle of Influence. He is the Distinguished Economist in Residence at Goucher College, where he teaches History of Economic Thought. He holds four graduate degrees, including a J.D. and a Ph.D.
Speakers

Patrick Allen
Patrick is the North American Vice President of New Client Sales and has been with Viewpoint since 2007. He started with the company as a salesperson helping contractors all over the country leverage the power and efficiency of Viewpoint’s solutions. Patrick has been in technology sales for 20 years and has an MBA from Suffolk University and a BS from Northeastern University.

Debbie Clabo
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.

Nicholas DiBitteto
Nicholas Dibitetto has 25 years of experience in the AEC industry. He is the General Manager of BuildingPoint Midwest & Gulf Coast and has been with the company since its founding as a Trimble building construction partner in 1998.
Nicholas got his start selling the very first laser-level solutions and has witnesses construction technology go beyond what anyone would have thought possible 20 years ago.
Today, he oversees a family-owned business with over 20 employees across 8 states in the Midwest and Gulf Coast. Nick has a wife and four children and makes his home in Plainfield, IL

Todd Ellsworth
Todd Ellsworth has over 20 years of experience in the construction industry. He is the Director of Professional Services at BuildingPoint Midwest & Gulf Coast.
Todd studied Construction Management at Oklahoma State University and began his career with a large national contractor in the Preconstruction group. During his career, Todd has worked as a VDC lead for various companies, growing the knowledge that today has made him one of the industry’s leading virtual design and construction experts.
Prior to joining BuildingPoint shortly after it started, he spent a number of years as a partner in a company that directly consulted with various AEC companies all over the country. He’s spoken at a number of regional and national conferences around the subject of BIM/VDC and other emerging technologies.
Today, Todd leads BuildingPoint Midwest & Gulf Coast’s Professional Services division, supporting hundreds of clients nationwide. Todd makes his home in New Orleans.

James Lundy
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
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
Keynote Sponsor
Insight Insurance Services
Insight Insurance Services specializes in Business Continuity Planning. If a stakeholder or key employee dies or becomes disabled, the organization must have a properly executed and funded plan to keep the business running smoothly. The process of creating that plan can be complex. For more than twenty years, Insight President Dave Toeben and his team have been helping executives and the organizations they lead to create that economic security.
Headquartered in Nashville, Tennessee, with offices in Saint Cloud, Minnesota, the firm recognizes that each client has unique needs and creates a tailored approach that keeps owners, their families, and employees at the center of the process.
Gold Sponsors
Deltek
Deltek ComputerEase is the leading construction software provider of job costing accounting, project management, and payroll services. Deltek ComputerEase helps contractors stay in control from any location, offering affordable tools to proactively manage jobs, inventory, finances and people, mobilizing the office to the field. Deltek’s dedicated team is committed to providing service excellence and product innovation, adapting to the evolving construction compliance requirements. Thousands of organizations have entrusted Deltek ComputerEase to beat the competition, increase profits, and even earn money back.
Exodus HR Group
Exodus HR Group provides customized HR/Payroll/Benefit Administration/Safety programs for small to medium sized businesses, allowing our clients to focus on what they love doing most! Instead of spending hours sorting through time cards, HR issues, reconciling benefit payments, etc. you should focus on why you got into business in the first place. A unique offering Exodus HR provides in the Construction space is a robust safety program focusing on OSHA compliance, helping you keep your crews safe! This often results in reduced workers comp and liability costs, helping your bottom line. Exodus HR Group…your path to business freedom.
Oracle NetSuite
For 25 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), HR, professional services automation and omnichannel commerce, used by more than 37,000 customers in 219 countries.
Trimble Viewpoint
Trimble construction software solutions, including Trimble Construction One, allow contractors to better manage their projects, processes, and people using simplified, connected workflows. Trimble Construction One is transforming how the construction industry works by connecting the field with the back office including finance and HR, project management, design, and estimating.
Silver Sponsor
Source Advisors
Founded as LIFO Systems in 1983, Source Advisors is a specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D), and LIFO inventory solutions for more than 37 years. Our team of experienced CPAs, attorneys, engineers, technology experts, and Big Four professionals help companies save money and create cash flow to stimulate businesses and drive overall growth.
VIdeo Sponsor
Suited
We exist to grow our client’s companies through annual strategy & planning, scheduled execution, and a laser focus on what you need vs. a diluted mix of activities that just take time and money.
With a strong web design and development core, proven results in organic search (SEO), a nationwide network of video production capability, and a whole host of revenue-driving capabilities, Suited truly has you covered.
It’s time to save you time and get you back to work closing deals and growing your business.
You can finally stop chasing multiple service providers or expecting that in-house hire to deliver everything, and get back to running your business while one team delivers results.
Sponsorships
To secure your sponsorship or inquire about other sponsorship opportunities, please contact:
Kristin Bodner, Marketing Senior Manager, Marcum LLP
[email protected] or 860.760.0714
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
CPE CREDITS
Program Description | Marcum Mid-South Construction Summit |
Important Notice Regarding CPE: | |
Learning Objective |
During this event participants will Identify:
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Instruction Delivery Method | Live, In-Person |
Recommended CPE Credit | 2 Hours |
Recommended Field of Study |
|
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]. |
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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. |