Overview
The Marcum Construction Summit, 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 over 150 construction contractors and other service providers from Long Island and New York.
BACK BY POPULAR DEMAND!
Anirban Basu, Chief Economist, Marcum LLP, ABC & CFMA
What to Expect?
Agenda
Registration, Lunch and Networking
Opening Remarks
Ira Kantor, Partner, Tax & Business Services, Marcum LLP
Paul DiTredici, Partner, Assurance Services, Marcum LLP
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
Todd Ellsworth, Director of Professional Services, BuildingPoint Midwest
Leslie Spencer, Director, Trimble Viewpoint
Overview of the Industry from a Surety Perspective
Moderator
Joseph Natarelli, Construction Services Leader, Marcum LLP
Speaker
Bruce Bergstrom, Nationwide
Matt Curran, Sompo International
Chris Hillman, Philadelphia Insurance Companies
Break
Keynote: 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 in New York will likely encounter.
Anirban Basu, Chief Construction Economist, Marcum LLP
Networking and Cocktail Reception
Speakers
Keynote Speaker
Anirban Basu
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.
Anirban Basu
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 is also the Chief Economist to Associated Builders and Contractors, the Chief Economist of the Maryland Bankers Association, and Chief Economic Advisor to the Construction Financial Management Association. He serves or has served similar functions for Visit Baltimore, Maryland Realtors, and Marcum, LLP.
He has lectured at Johns Hopkins University, most recently 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.
Dr. 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 the University of Maryland School of Law, St. Mary’s College, the University of Maryland Medical Center, the University System of Maryland Foundation, the Center for Emerging Media, the Lyric Opera House and the Archdiocese of Baltimore School System.
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. His Juris Doctor was earned at the University of Maryland School of Law. His doctoral work was completed at UMBC with a concentration in health economics.
Speakers
Bruce Bergstrom
Bruce Bergstrom leads the Contract Surety group at Nationwide Insurance. With over thirty years of experience working for major surety carriers in both Field and Home Office leadership roles, he has a deep perspective on the construction and surety industry, which enables Nationwide to provide unique and agile solutions to their clients. Through their fourteen regional Field Offices and experienced staff, Nationwide provides solutions to accounts ranging from small start-up contractors to national contractors.
Matt Curran
Matt Curran is the EVP, Head of Surety, at Sompo International and is responsible for leading their Surety Product line. He started with Sompo in 2019 and during that time has been responsible for refocusing their client appetite to more sophisticated mid to large account business, building a very talented field underwriting team, and delivering on the long-term strategic plan.
Matt Curran
Matt Curran is the EVP, Head of Surety, at Sompo International and is responsible for leading their Surety Product line. He started with Sompo in 2019 and during that time has been responsible for refocusing their client appetite to more sophisticated mid to large account business, building a very talented field underwriting team, and delivering on the long-term strategic plan. Prior to his senior leadership role at Sompo, Matt spent many years at a top 5 surety in various leadership positions as well as lead the efforts of a startup surety operation. Those very diverse experiences over 30 years provided the foundation for his underwriting and leadership responsibilities at Sompo. Matt has his AFSB industry designation and is a two-time winner of the SFAA Platinum Award for surety bond promotion and education efforts. Matt earned his bachelor’s degree in Business Administration from Susquehanna University and continued his education at Rollins College where he earned his master’s degree.
Paul DiTredici
Paul DiTredici is co-leader of Marcum’s New York Construction Services practice, providing assurance, tax planning and compliance, and consulting services to general contractors, construction managers, and a wide range of subcontractors.
Paul DiTredici
Paul DiTredici is a partner Marcum’s Assurance Services Group, providing assurance and consulting services to various types of clientele in the construction and real estate industries. He works closely with general contractors, construction managers, and a wide range of subcontractors. In addition, Mr. DiTredici also provides tax planning and compliance services. His expertise goes further than traditional areas of accounting as he is strategic planner and trusted business advisor for his clients.
With more than 20 years of public and private accounting experience, Mr. DiTredici has written many articles that have been published in various professional publications.
Paul actively participates in community and fundraising efforts. He serves on the board of directors as assistant treasurer of the Long Island Chapter of the Risk Management Association and is an active tribute committee member and supporter of Cooley’s Anemia Foundation.
Mr. DiTredici came to Marcum after the Firm joined forces with Castellano, Korenberg & Company in 2020.
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.
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.
Chris Hillman
Chris Hillman joined Philadelphia Insurance Companies in 2015 holding various roles in the Surety Division before becoming Contract Surety Bond Manager in 2020. Chris is responsible for the service and growth of PHLY’s Metro Region including New York City, Long Island, and New Jersey focusing on Middle to Large Market Contractors of all trades. Chris and his team work to understand and accommodate the business plans of their clients in order to create productive surety solutions that help clients reach their goals. Chris graduated from The College of New Jersey with a Bachelor of Science in Management with a focus in Finance and holds the AFSB designation.
Ira Kantor
Ira Kantor is co-leader of Marcum’s New York Construction Services practice, advising clients with financial statement preparation, tax compliance, tax planning, budgeting and forecasting, and business consulting.
Ira Kantor
Ira M. Kantor is partner-in-charge of the Accounting & Business Services department in the Firm’s Melville office, and a leader in its national construction industry group. He advises clients with financial statement preparation, tax compliance, tax planning, budgeting and forecasting, and business consulting.
Mr. Kantor is proficient in Statement on Standards for Accounting and Review Services (SSARS) and helps develop curriculum for the national Accounting and Business Services Department on an annual basis.
With more than 20 years of experience, Mr. Kantor has extensive experience serving clients in a variety of industries, with a niche working with closely-held businesses in the construction industry. He frequently speaks and is asked to write articles for industry organizations on topics related to accounting and auditing matters in the construction industry.
He is quite active in the construction business community, with leadership positions at the Construction Financial Management Association, Contractors for Kids, Real Estate Institute at Stony Brook University, and at the Institute of Management Accountants, among other community endeavors.
Joseph Natarelli
Joseph Natarelli is the national leader of Marcum’s Construction Services practice, overseeing audit, consulting, and taxation services to construction clients ranging from start-ups to multi-billion-dollar international enterprises. Under his leadership, Marcum’s national Construction Services group helps contractors enhance their understanding of complex financial concepts and strategic planning.
Joseph Natarelli
Joseph Natarelli is office managing partner in New Haven, Connecticut, and a member of the Firm’s Executive Committee. A specialist in accounting for construction contractors, Mr. Natarelli also serves as national leader of Marcum’s Construction Services practice, overseeing audit, consulting, and taxation services to construction clients ranging from start-ups to multi-billion-dollar international enterprises.
Mr. Natarelli has more than 30 years of experience including advising on mergers, acquisitions, and divestitures. He has served as a technical reviewer for the AICPA’s construction audit and taxation guides for more than two decades and had the privilege of chairing the AICPA National Construction Program Conference Committee from 2012-2014.
Mr. Natarelli is a valued advisor on diverse construction projects, providing expertise on improving job performance and enhancing profitability. He also provides thought leadership on various accounting and auditing matters as a conference panelist and contributing author to construction publications. He has been interviewed by numerous trade and business media outlets, including the Wall Street Journal, Bloomberg, Businessweek, and Fox Business, among others.
Under Mr. Natarelli’s leadership, Marcum’s national Construction Services group has innovated a robust curriculum of industry summits and technical webinars focused on helping contractors continuously enhance their understanding of complex financial concepts and strategic planning. He also spearheaded several definitive industry resources for contractors, including the annual Marcum National Construction Survey, the quarterly Marcum Commercial Construction Index, the Marcum PAS Contractor Compensation Quarterly, and the annual Marcum JOLTS Analysis of construction employment trends. Construction Executive magazine has recognized Marcum as a Top Three construction services provider.
Leslie Spencer
Leslie is a Director of New Client Sales and has been with Viewpoint since 2013. She started with the company as a Financial Analyst, creating department-level budgets and forecasts. Leslie was an ERP admin and collaborated to create many of Viewpoint’s critical business processes. Over the last 9 years, she’s had numerous Finance and Sales roles. Currently, Leslie and her team help contractors leverage the power and efficiency of Viewpoint’s solutions. Leslie has been in the technology industry for 20 years, has an MBA from Babson College and has a BA from Wesleyan University.
Sponsorships
To secure your sponsorship or inquire about other sponsorship opportunities, please contact:
Flo Federman, Marketing Director, Marcum LLP
[email protected] or 631.414.4299
Keynote Speaker Sponsor $6,000
(1 Available)
- Short company introduction and introduction of Keynote Speaker at the podium
- Exhibit table at the event
- Full-page advertisement in conference book
- Opportunity to insert promotional item in goody bags
- Company logo displayed on all event materials
- Company name or logo prominently displayed on all promotional elements (website, invitation, event signage, post-event publicity)
- Receipt of attendee list, post-conference
Panel Sponsor $5,000
(SOLD)
- Short company introduction and introduction of panelists at the podium
- Exhibit table at the event
- Full-page advertisement in conference book
- Opportunity to insert promotional item in goody bags
- Company logo displayed on all event materials
- Company name or logo prominently displayed on all promotional elements (website, invitation, event signage, post-event publicity)
- Receipt of attendee list, post-conference
Gold Sponsor $4,000
- Exhibit table at event
- Full-page advertisement in conference book
- Opportunity to insert promotional item in goody bags
- Company logo displayed on all event materials
- Company name or logo prominently displayed on all promotional elements (website, invitation, event signage, post-event publicity)
- Receipt of attendee list, post-conference
Silver Sponsor $3,000
- Exhibit table at event
- Half-page advertisement in conference book
- Opportunity to insert promotional item in goody bags
- Company logo displayed on all event materials
- Company name or logo prominently displayed on all promotional elements (website, invitation, event signage, post-event publicity)
Bronze Sponsor $2,000
- Half-page advertisement in conference book
- Opportunity to insert promotional item in goody bags
- Company logo displayed on all event materials
- Company name or logo prominently displayed on all promotional elements (website, invitation, event signage, post-event publicity)
Podium Sponsor $2,000
(SOLD)
- Your logo prominently displayed on the podium, in full view throughout event
- Opportunity to insert promotional item in goody bags
- Recognition on conference website, event signage, post-event publicity
WIFI Sponsor $2,000
(SOLD)
- Wi-Fi passcode of your choice distributed to all attendees
- Wi-Fi signage with your logo prominently displayed
- Opportunity to insert promotional item in goody bags
- Recognition on conference website, event signage, post-event publicity
Lunch Sponsor $1,500
- Company logo displayed during the Lunch Reception
- Opportunity to insert promotional item in goody bags
- Recognition on conference website, event signage, post-event publicity
Cocktail Sponsor $1,500
(SOLD)
- Company logo displayed at all bars
- Signature drink of choice named after your company
- Opportunity to insert promotional item in goody bags
- Recognition on conference website, event signage, post-event publicity
Reception Sponsor $1,500
- Company logo displayed throughout the room during the cocktail reception
- Opportunity to insert promotional item in goody bags
- Recognition on conference website, event signage, post-event publicity
Coffee Break Sponsor $1,000
- Company logo displayed during the afternoon coff ee break
- Opportunity to insert promotional item in goody bags
- Recognition on conference website, event signage, post-event publicity
Other Advertising Options
ADS DUE DATE: Please submit all ads by April 19, 2023 to Flo Federman.
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
Panel Sponsor
Coverages Unlimited Inc.
Coverages Unlimited Inc. is a full-service Bonding & Insurance Agency specializing in construction trades for over 25 years. Our competent and friendly staff have more than 50 years of combined experience along with a wide range of qualifications. Our agency offers the highest level of service for EVERYONE…from the handy man to the well-established names you know and see building our communities.
We understand how troublesome it can be to get lost in the shuffle with some of the bigger agencies. At Coverages Unlimited Inc. everyone knows your name, we are always ready to help and we are here to stay. Relationships are our priority.
We offer many solutions to help your business and can tailor a package for all your company’s needs whether it be bonding, insurance, or a combination of both. We are committed to providing products and services that will positively impact your business. Our goal is to help our contractors grow and be very competitive.
Our office is centrally located in Hauppauge, giving our clients easy access to us.
Gold Sponsors
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.
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.
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.
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.
Silver Sponsors
ConnectOne Bank
Founded in 2005 by an entrepreneur, ConnectOne Bank is a high-performing commercial bank with nearing $10 Billion in assets. The bank offers a full suite of products and services to consumers and small to middle-market businesses, through its people first mission. Since completing its successful IPO in 2013 [NASDAQ:CNOB], ConnectOne has continued to expand. Through high-tech tools and services, ConnectOne Bank is able to extend its reach beyond the New York metro market, supporting clients as they move into new markets, such as South Florida.
HUB International
HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 15,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
Loxme Group
Loxme Group is a Surety Bond and Insurance Agency specializing in the needs of public works contractors.
With decades of experience in Surety and Construction Insurance, our team has the expertise you need. As trusted advisors, we provide more than just a bond program and proper coverage – we help our clients grow their business. We are not just a broker, we are an extension of your organization.
Our mission is to be recognized as a leader and advocate of businesses needing construction surety bonds to work in the public sector. We help our clients succeed in a challenging marketplace by exceeding their expectations in an environment of understanding, expedience, honesty, integrity, and professionalism. We expertly serve the NYC, Tri-State and upstate Rochester and Buffalo markets. We have 3 conveniently located offices in NYC, Buffalo, and Long island.
Our clients cover every part of the industry, including street and road contractors, general building and masonry contractors, electricians, and all other specialized and artisan contracting. We understand your business. Our reputation allows us to represent the best surety markets in the construction industry, providing you with the best program, fairest rates, and unprecedented service.
Many of our clients have grown with us as their companies have matured and prospered. We have given many firms their first bond and now still service them with multimillion dollar bonding programs. Visit our website and see what our clients have to say about us. We want YOU to be our next success story! Our mission is your success!
Nautilus Consulting, LLC
Nautilus Consulting, LLC provides a full range of comprehensive construction consulting services tailored to the needs of construction attorneys, contractors, owners, developers, architects, engineers, sureties, investors, financial institutions and government agencies.
We use practical and court-tested methodologies to analyze the impact of change, delay, acceleration, inefficiency, damage, and other issues common in a construction dispute. Our clear and objective expert reports provide thorough explanations of our findings, essential to efficiently resolve a dispute.
Our team is proud of past performances and satisfied clients, and we continue to strive to provide the highest level of service, combining innovation and technical proficiency with positive attitude and hard work.
Bronze Sponsors
Pioneer Landscaping & Asphalt Paving Inc.
Since 1982, Pioneer Landscaping & Asphalt Paving Inc. has strived to be the company of choice for design, construction, and maintenance of all blacktop pavement areas, including parking lots, roadways, pathways, playgrounds, tennis courts, and running tracks. We are an industry leader dedicated to quality, safety, continual improvement, environmental stewardship, innovation, and customer satisfaction. We are equipped to handle both small and large projects. Some of our services include athletic surfaces, commercial construction maintenance, multi-family housing, parking lots, paths & trail ways, roadways & highways, drainage & site-work. We are committed to providing our customers with the highest quality services at affordable rates. If you are having problems with potholes, drainage, asphalt repairs & cracking, sinking or upheaval, call us. Pioneer is one of the leading asphalt companies in the area.
Zuma Payroll & Processing
Zuma Payroll for Contractors specializes in providing services and technology that streamlines Payroll, Union/Job Cost Reports, and Certified Payroll Reports.
Contractors often share with us a common aggravation in this industry: The lack of a dedicated account manager who speaks or understands the language necessary to process contractor payroll and union reporting.
The amount and type of frustrations we hear are consistent. Contractors rarely feel confident handling their company’s data and feel they lack the expertise to produce accurate job costing or union remittance reports. We regularly hear from them that they didn’t think it was even possible to have custom integrations built for accounting and ERP software. They never knew they could ever produce federal, state & local certified payroll reports in both paper and electronic formats.
Because we hear these complaints regularly, we always welcome a conversation to see if we can help.
Podium Sponsor
Kaufman Dolowich
Kaufman Dolowich is a leading national law firm headquartered on Long Island, NY. Our top-notch construction law attorneys are well known to developers, general contractors, construction managers, trade contractors, design professionals, subcontractors, material suppliers, engineers, architects, property owners and surety companies. Additionally, we serve a broad range of industries nationwide in law practice areas including labor and employment, professional liability, real estate, commercial litigation, insurance coverage and litigation, financial services, and general liability law. We are a Mansfield Certified law firm recognized for our diverse and inclusive employment strategies.
WiFI Sponsor
Long Island Contractors’ Association
As the voice of Long Island’s Highway and Infrastructure Professionals, LICA represents Long Island’s premier heavy construction general contractors, subcontractors, suppliers and industry supporters. Focused primarily in the infrastructure construction industry, such as highways, bridges, sewers, parks, other public works and private site development, LICA’s member companies play a significant role in sustaining the region’s quality of life and economic engine that is Nassau and Suffolk Counties.
Lunch Sponsors
Durante Rentals
Since 2009, Durante Rentals has been the most dependable name in local construction equipment rentals. Traditions of hard work and honesty are at the heart of what drives the level of service that makes Durante Rentals one of the most successful construction equipment rental companies in the New York Tri-State area.Durante Rentals rents, sells, and services equipment to a wide range of customers working in general construction, homebuilding, facilities maintenance, structural engineering, entertainment, government, and civil construction.
With locations throughout the Tri-state area, our geographic footprint continues to expand while servicing all five boroughs of NYC, Westchester, Putnam, and Rockland Counties, Connecticut, and New Jersey.
E&A Restoration Inc.
E&A Restoration Inc. is a full-service General Contracting and Construction Management Firm serving the Private Industry and Public Works on Long Island and the Greater New York area for over 20 years. Licensed, insured, and bonded, our company has completed various successful projects.
Our experience includes New Construction, Retrofit, Interior Fit-out, and Landmark Restoration Projects. Our client list includes Developers and Owners of various projects such as Educational, Medical, Laboratory, Utility, Athletic, Institutional, and Commercial Retail & Office Space.
Our projects have been completed on time, within budget, and of exceptional quality and craftsmanship. What sets us apart from our competition is that client satisfaction is our priority. Our focus on safety, budget, schedule, and quality craftsmanship has earned E&A Restoration Inc. a reputation for reliability, quality, and responsiveness.
USI
USI is one of the largest insurance brokerage and consulting firms in the world, delivering surety, property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients and middle market companies. Headquartered in Valhalla, New York, USI connects together over 9,000 industry leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and expertise, and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities.
Cocktail Sponsors
American Global
American Global is a privately held insurance and surety brokerage firm specializing in all aspects of construction risk management. We support contractors, owners, and developers throughout the entire scope of their project and across every milestone of their business, protecting against the risks and exposures specific to the construction industry. American Global has multiple offices across the United States, as well as in England and Italy, to serve clients throughout the US, Latin America, the United Kingdom, and Europe.
AssuredPartners
Based in Orlando, Florida, AssuredPartners stands as a global front runner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership.
Eagle 1 Mechanical, Inc.
Eagle 1 Mechanical, Inc. is a public works professional contractor specializing in plumbing, heating, and fire protection.
Flagstar Bank, N.A.
Flagstar Bank, N.A. operates 435 branches across multiple states, including strong footholds in the Northeast and Midwest and now with the acquisition of Signature Bank, on the East Coast. New York Community Bancorp, Inc. (the parent company of Flagstar Bank, N.A.), one of the largest regional banks in the country, is headquartered in Hicksville, New York. At December 31, 2022, the Company had $90.1 billion of assets, $69.0 billion of loans, deposits of $58.7 billion, and total stockholders’ equity of $8.8 billion.
The Single-point-of-contact client service model remains at the core of the Bank’s culture, enabling Flagstar to continue to offer the advantages of small-bank responsiveness and flexibility with big-bank strength and security.
Flagstar Bank’s commercial equipment finance team offers specialty funding nationwide to satisfy a broad range of equipment financing needs in the Construction Industry. This group of highly experienced professionals is dedicated to finding solutions tailored to meet specific client needs. They possess exceptional expertise across a wide spectrum of industry sectors and asset types.
Gallagher
We are Gallagher, a global leader in insurance, risk management and consulting services. Much more than simply an insurance broker, we are an international group of partners that provide cost-effective, client-centric, and expertise-driven risk management solutions. Our leadership team fosters a dynamic, entrepreneurial culture that has made us an innovator in creating new products and services for our clients.
Philadelphia Insurance Companies
Philadelphia Insurance Companies (PHLY) is a premier national Property/Casualty and Professional Liability insurance carrier that designs, markets and underwrites commercial products and services. Headquartered just outside of Philadelphia and with more than 2,000 employees strategically located across the U.S., we consistently provide value-added coverages and services to customers. Our commitment to unsurpassed customer service, industry-leading financial strength, and talented employees help set us apart from other companies. PHLY is also a proud a member of the Tokio Marine Group, one of the largest global insurance groups in the world and a top 20 P/C carrier in the U.S.
PHLY rolled out their surety product in 2011 becoming one of the largest and strongest rated surety companies in the country with an A++ (Superior) rating by A.M. Best. PHLY offers a wide range of products and services to meet the surety needs of individuals and businesses. Our nationwide Express programs are designed to offer quick and affordable coverage to individuals and small business owners, while our account programs are built to service the complex and evolving bond portfolios of large entities. PHLY provides financially sound solutions for commercial and contract risks of all types.
Reception Sponsors
Champion Elevator
Champion Elevator Corp. is an independently owned, full-service elevator maintenance, repair, violation removal, commercial & residential elevator installation and testing company. All services are provided throughout New York City’s five boroughs, Westchester, Nassau & Suffolk Counties, Connecticut, New Jersey and we continue to expand.
We offer our customers a hand-selected and carefully screened group of highly dedicated and talented elevator professionals to work with. I am extremely proud to be part of such a great team! The strategic pre-planning of our business model combined with pro-active daily operations have made Champion the elevator source for many building-related professionals. The referrals we frequently receive from our clients are confirmation of our successful efforts to provide superior products and service.
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.
Coffee Break Sponsor
Asset Enhancement Solutions, LLC
Asset Enhancement Solutions, LLC (“AES”), is a financial advisory firm that provides both Capital Raising and Consulting Services to companies considering important transactions such as debt or equity financing, selling a company or acquiring a company. We specialize in arranging debt and equity financing for companies with challenges. These include unfavorable challenges such as operational, legal, tax, financial or liquidity issues or positive challenges such as opportunities for growth, acquisition, and long-term success.
When it comes to financing, Beauty is in the eyes of the Beholder! As we know many “Beholders”, we have many alternative sources that provide funding when many commercial banks cannot, due to the regulatory requirements by which they are governed. The process of raising capital is very complex and time consuming. When Company personnel devote too much time to this process they often take their eyes off of running the business. We manage this complex process from the start to closing of the transaction so that clients can focus on running their business.
AES works with middle market companies, small businesses, and public companies.
We never shy away from adversity; we embrace and thrive on it. We have the experience and expertise needed to find Creative Solutions to Financial Challenges.