
Marcum Northeast Construction Summit
Overview
The Marcum Construction Summit, presented with CT ABC and CFMA of CT, 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 Northeast.
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Anirban Basu, Chief Economist, Marcum LLP, ABC & CFMA
Agenda
Registration
Opening Remarks
Joseph Natarelli, National Construction Services Leader, Marcum LLP
The View From Washington: Legislative and Political Update
Matthew Turkstra, Director of Congressional Relations for Tax, Fiscal Affairs, and Accounting, Associated General Contractors of America
This session will provide an inside look at Washington, D.C., and what the spending decisions, tax debate, and infrastructure proposals mean to companies competing to be profitable in the construction industry. Matt Turkstra of the Associated General Contractors of America (AGC) looks at the construction policy agenda in Congress and the Biden Administration Congress and how actions in Washington will impact the industry in 2022 and beyond.
Field Construction Robotics and Mixed Reality Streamlining Workflow
Jason LaBonte, Regional Sales Manager, Trimble
An in depth look into the world of Trimble Field Technology and how the latest Trimble Field Solutions are used in many steps of the construction process, resulting in greater efficiency in the field with rapid ROI. Highlighted topics will include field layout combined with mixed reality, augmented reality for site review, visualization, and QA/QC, and also 3D scanning; standard scanning and integration with SPOT the dog.
Break
Raffle
Remarks from Jeff Deldin, Principal, Executive Vice President, World Insurance Associates, LLC
and Raffle
"No Time to Buy"
Anirban Basu, Chief Construction Economist, Marcum LLP
Will 2022 usher forth a return to normalcy, or will it represent a continuation of the life-altering circumstances that characterized 2020 and 2021? This presentation will provide in-depth analysis of the economy’s shifts during the pandemic, including supplying industry and household level detail. It will then turn toward a forecast for the year to come.
Networking and Cocktail Reception
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.
Speakers

Jason LaBonte
After spending 9 years in the construction industry with both designing fire suppression systems, and selling them, Jason branched off into new technology and engineering solution selling for companies working in automation, aerospace, heavy trucking, and defense, to name a few. He brings that diverse construction and technology background to Trimble, ensuring clients are aware of the latest technology including Field Layout, 3D Scanning, and Mixed Reality devices.

Matthew Turkstra
Matt is the Director of Congressional Relations for Tax, Fiscal Affairs, and Accounting for the Associated General Contractors of America. In this role, Matt oversees all issues related to taxes and accounting for the construction industry with Members of Congress, the Administration, and AGC Members. Matt oversaw the AGC advocacy effort during the consideration of the Tax Cuts and Jobs Act, and Congress’s response to the COVID-19 pandemic, resulting in numerous positive outcomes for the construction industry, including an increase in the “small contractor exemption” from percentage of completion accounting, ensuring construction was eligible for the newly created 20 percent deduction for qualified business income, and resolving a number of issues faced by contractors with the Paycheck Protection Program.
Previously, Matt was the Senior Manager of Government Relations at the National Federation of Independent Business (NFIB). He also chaired the Family Business Estate Tax Coalition, a group of over 50 trade associations committed to estate tax relief for family-owned businesses, and oversaw the coalition’s advocacy effort in 2012 that resulted in the estate tax relief in the American Taxpayer Relief Act.
Matt has extensive experience on Capitol Hill, working as the Legislative Director for Rep. Nan Hayworth (NY), and the Senior Legislative Assistant for Rep. Scott Garrett (NJ). He also worked on the Committee on Ways and Means as the Senior Committee Clerk, where he oversaw the Committee’s hearings and markups.
Matt graduated from Gettysburg College in 2002, and grew up in Bergen County, New Jersey. He currently resides in Alexandria, VA with his wife two children.
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
Broadcast Sponsor $10,000
(SOLD)
- Introduction at the beginning of the event
- Branding on broadcast stream to national attendees before and during event
- Branding on main powerpoint presentation as “Broadcast Sponsor”
- Exhibit table at Northeast construction event
- Receipt of local and national 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
Keynote Speaker Sponsor $8,000
(Only 1 Available)
- Introduction at the beginning of the event
- Branding on broadcast stream to national attendees before and during event
- Branding on main powerpoint presentation as “Broadcast Sponsor”
- Exhibit table at Northeast construction event
- Receipt of local and national 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
Cocktail Sponsor $3,000
(SOLD)
- 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
(SOLD)
- Company logo displayed at the Cocktail Reception
- Recognition as a “Supporting Sponsor” on conference website and on-site program guide
Podium Sponsor $2,500
(SOLD)
- Company logo displayed on all speaker podiums
- Recognition as a “Supporting Sponsor” on conference website and on-site program guide
WiFi Sponsor $2,000
(SOLD)
- 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
(SOLD)
- Company logo displayed near Coffee stations
- Recognition as a “Supporting Sponsor” on conference website and on-site program guide
Premium Wine Raffle Sponsor $1,000
(SOLD)
- Recognition on promotional materials
Other Advertising Options
ADS DUE DATE: Please submit all ads by September 1, 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
Sponsors
Broadcast 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.
Gold 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.
Briq
Briq is a financial automation platform that helps construction companies grow their business. Briq automates financial workflows by connecting the people, processes, and systems that contractors use to run their business. By empowering contractors to make better business decisions, hundreds of companies rely on Briq to manage their budget, forecast, and spend.
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
CMiC
As an industry pioneer, CMiC delivers complete and unified ERP and FIELD software solutions for construction and capital projects firms. CMiC’s powerful software transforms how firms optimize productivity, minimize risk and drive growth by planning and managing all financials, projects, resources, and content assets—from a Single Database Platform™. With customers throughout North America and overseas, CMiC serves one-quarter of ENR’s Top 400 Contractors and hundreds of small and mid-sized construction firms, from general and specialty contractors to heavy/highway and project owners. Over $100 billion in construction revenue is handled by CMiC annually.
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.
M&T Bank
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.
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.
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.
SIlver Sponsor
Liberty Bank
Established in 1825, Liberty Bank is one of the oldest and largest mutual banks in the country. With more than $7.4 billion in assets, Liberty has 56 banking offices across Connecticut and one in Massachusetts. As a full-service financial institution, Liberty offers consumer and commercial banking, cash management, home mortgages, business loans, insurance and investment services. Named ‘Top Workplace’ by the Hartford Courant every year since 2012 and designated a 2021 Best-In-State Bank in Connecticut by Forbes Magazine, Liberty maintains a longstanding commitment to superior personal service and unparalleled community involvement.
Bronze Sponsors
C.J. Fucci Construction Inc.
Massey's Plate Glass & Aluminum, Inc.
Since 1973 Massey’s has provided architectural glass and aluminum products, specialized craftsmanship and glazing project management to a long list of the nation’s most successful contractors, architects, and developers.
Massey’s represents the leading edge of the architectural curtain wall and window wall industry. We maintain this position by working closely with the premier manufacturers of glazing materials, framing systems, and installation technologies.
New Haven Bank
New Haven Bank, founded in 2010, is a local community based bank committed to building partnerships and relationships. New Haven Bank , a certified development financial institution (CDFI) serves as a catalyst for social and economic improvement in New Haven and contiguous markets. The bank continues to be the only locally owned financial institution in New Haven giving it the distinction of catering to a constituency of local individuals, commercial businesses and nonprofit organizations.
Risk Management Advisors, Inc.
Risk Management Advisors is a national firm specializing in the design, implementation and management of captive insurance companies and self insured plans. Our partners collectively have over 75 years of experience and are backed by a national network of world class professionals. Risk Management Advisors provides a comprehensive, integrated approach for our clients to manage their risk and protect the business they have worked so hard to build.
Centerpiece Sponsor
Matrix Private Capital Group, LLC
Matrix Private Capital Group, LLC (“Matrix”) is a diversified asset management platform providing tailored investment solutions to high net worth and institutional clients with offices in New York (HQ), Chicago, Los Angeles, Newport Beach, and Palm Beach. Matrix focuses on providing wealth and diversified asset management services through holistic and customized solutions for its clients. In addition, as a boutique multi-family office, Matrix provides clients with access to institutional quality investment managers and private equity investment opportunities to complement traditional investment strategies. The firm also strives to provide strategic advisory services to family-owned businesses and select portfolio companies in an effort to leverage its corporate finance experience and network of relationships to drive critical business development initiatives.
Lanyard Sponsor
Surety Bond Professionals
Surety Bond Professionals is a family-owned and operated bonding agency with a focus on construction bonds that help create a blueprint for our clients’ success. Our longevity in the industry and credibility within the underwriting community enables us to leverage our network of over 25 surety markets.
Our team has unique abilities to analyze, address and correct deficiencies to maximize bond support. We professionally design and present a thorough financial picture to the surety market for each of our clients to secure the largest surety bonding limits possible.
Supporting Sponsor
Travelers
Travelers Bond & Specialty Insurance is an industry leader, providing management and professional liability, and surety to our customers through more than 70 locations nationwide. From the Hoover Dam to the main street flower shop, we’re the largest surety provider in the industry. Plus, as a premier provider of management liability coverages to business of all sizes, we make it easy to provide the full range of innovative specialty solutions.
Podium Sponsor
Cocktail Sponsor
Frank Capasso & Sons, Inc
Frank Capasso & Sons, Inc. is a family owned and operated company founded in 1970 by Francesco Capasso. The business has been restoring buildings and structures for the past three decades, granting us vast experience in the building restoration industry. Francesco retired in 2012 and has passed along his business to his two sons, Vincenzo and Anthony Capasso.
Our reputation has granted us to be viewed as one of the leading historic and commercial restoration firms in Connecticut. To name a few of the finest buildings repaired in Connecticut include, St. Thomas Seminary Bloomfield, Yale University’s Paul Rudolph Hall New Haven, and The Colt buildings Hartford. We strive to provide effective services that restore, protect and maintain a building’s’ structure and integrity for years. No project is too small or to big, we have the resources to get it furnished to your liking. We are committed to fulfilling your project needs, no matter the amplitude.
Coffee Sponsor
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.
Reception Sponsor
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.
Wi-FI Sponsor
Premium Wine Raffle 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.
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.
Break Sponsor
Matrix Private Capital Group, LLC
Matrix Private Capital Group, LLC (“Matrix”) is a diversified asset management platform providing tailored investment solutions to high net worth and institutional clients with offices in New York (HQ), Chicago, Los Angeles, Newport Beach, and Palm Beach. Matrix focuses on providing wealth and diversified asset management services through holistic and customized solutions for its clients. In addition, as a boutique multi-family office, Matrix provides clients with access to institutional quality investment managers and private equity investment opportunities to complement traditional investment strategies. The firm also strives to provide strategic advisory services to family-owned businesses and select portfolio companies in an effort to leverage its corporate finance experience and network of relationships to drive critical business development initiatives.
Raffle Sponsor
UBS Financial Services Inc.
UBS Financial Services Inc.: The ESOP Group
Founded in Atlanta in 1989, we are industry leading advisors to business owners and their families on business succession, tax planning, and wealth management solutions. As a national market leader, having advised on over 700 ESOP/1042 transactions over the last 30 years, The ESOP Group is a diverse team of 10 professionals with over 125 years of combined ESOP experience. We are designated Private Wealth Advisors and Family Office Consultants, focused on the needs of highly successful individuals, families, and family offices. Active members in the National Center for Employee Ownership (NCEO) and the ESOP Association, we are frequent speakers at national events on 1042 and ESOP cash management. Additionally, we author a variety of technical briefs on ESOPs, 1042, and estate planning.
Notebook Sponsor
QXM Solutions
QXM Solutions is a team of software experts who have invested years of research + engineering to build an advanced, comprehensive pre-construction sales management solution designed for specialty trade professionals.
Every construction project relies extensively on the expertise of skilled professionals who are masters of their craft. We believe these professionals have been underserved in the front office selling and management functions of their businesses. We help their businesses automate pre-construction processes to better compete and become more profitable.
QXM Solutions is committed to providing construction professionals with advanced sales + management software tools that other industries have leveraged for years.
CPE CREDITS
Program Description | Marcum Northeast Construction Summit |
Important Notice Regarding CPE: | |
Learning Objectives |
During this event participants will Identify:
|
Instruction Delivery Method | Live, In-Person |
Recommended CPE Credit | 3 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. |