Speakers
JD
Principal | Washington Council EY
Ryan is a Principal in EY's Washington Council EY tax lobbying practice. Prior to joining WCEY, Ryan spent 14 years at the Senate Finance Committee serving under former Chairman Max Baucus (D-MT) and... More
CPA
Director | PwC
Jordan is a director currently on tour in PwC’s National Professional Services – Accounting Services Group, a group which focuses on global consultations with domestic and international clients and... More
CPA
Partner | PwC
Andrew Alperstein serves as a partner in PwC’s Real Estate practice focused on transaction advisory services. He has over 17 years of diverse real estate consulting experience. Andrew assists PwC's... More
CPA
Managing Partner | E. F. Alvarez & Company
Under Emilio’s guidance the company has become a national leader in construction accounting. As founder and managing partner, Emilio guides the firm’s overall strategic function and objectives.... More
CPA
Managing Member | Armour Consulting,LLC
John Armour, CPA is nationally recognized as a leading authority and expert in construction accounting and taxation. After receiving his BBA in Accounting from the University of North Texas, he... More
CPA
Tax Director | CBIZ MHM LLC
Cord is a Managing Director in the Tax Department of CBIZ MHM, LLC and shareholder in Mayer Hoffman McCann, PC in Phoenix, Arizona. He has over thirty years of experience in public accounting. He... More
CPA
Director | PwC
Chris Bailey is a Director in PwC’s Financial Markets - Real Estate practice providing transaction, valuation, and advisory services to commercial real estate investors and lenders.
Chris is the... More
Chairman and CEO | Sage Policy Group,Inc.
Anirban Basu
Chairman & Chief Executive Officer
Sage Policy Group, Inc.
575 South Charles Street Suite 505
Baltimore, MD 21201
410-522-7243
email: abasu@sagepolicy.com
Career Brief
Anirban Basu... More
CPA
Senior Manager | Moss Adams LLP
Sam has practiced public accounting since 2006 and currently works for Moss Adams LLP. He provides assurance services to clients in the real estate industry, including real estate funds, public... More
Principal | OPZ Bernstein
Craig Bernstein is a Principal of OPZ Bernstein, a subsidiary of The Bernstein Companies, a Washington, DC based real estate investment management firm. Mr. Bernstein has more than 20 years of... More
JD, LL.M. (Taxation)
President | UTW Capital,LLC
Alan Bornstein is the founder and President of UTW Capital, LLC. UTW Capital has two structured capital programs. The first program, BREADBOX, provides a structured loan program for private real... More
CCIFP
VP,Finance and Administration | Harper Construction
With more than 35 years’ experience in all areas of construction financial management, Ms. Buck is recognized nationally as a leading expert in the construction industry. As Harper Construction... More
CPA, CGMA
President/CEO | J. Caldarera & Company,Inc.
President/CEO J. Caldarera & Company, Inc./Caldarera Consulting Group
Over 45 Years Construction Experience; 35+ Years Consulting Services
LSU Graduate 1977 – Construction Technology/Engineering... More
CPA
Chief Financial Officer | Phillips Edison & Company
John Caulfield is the Chief Financial Officer and Treasurer for Phillips Edison and Company. Mr. Caulfield joined Phillips Edison in 2014 as Vice President / Treasurer and Investor Relations where he... More
CPA
Partner | Frazier & Deeter
Mike Cheng joined Frazier & Deeter in 2019 as the Partner who oversees the firm’s professional practices related to accounting and audit. As part of this role, he specializes in assisting clients... More
CPA
Partner | Dixon Hughes Goodman LLP
Nathan has 19 years of public accounting experience, including 15 years with Big-4/national firms, with a deep focus on accounting method changes. He has worked with both small privately held... More
CEO | NewLake Capital Partners
Mr. Coniglio has been growing businesses for more than 20 years. Since December, 2018, he has been working on the launch of NewLake Capital Partners, which closed an $85million capital raise in... More
CPA
CPA | Davidson Consulting
Robert A. Davidson, CPA
Davidson Consulting
2509A Natchez Trace; Nashville, Tennessee 37212
Phone - (615) 714-7916
Rdcpa@outlook.com
www.RDavidsonConsulting.com
Robert Davidson co-founded DGLF CPAs... More
CPA
CPA | James de Bree CPA
With nearly 45 years of experience practicing in real estate taxation, Jim de Bree is a retired partner of Deloitte Tax LLP. He currently is an adjunct professor in the Masters of Taxation program... More
Lead Estimator | Archer Western Construction
Kirsten Duffy has worked in the heavy construction industry since graduating high school in the 80's. Starting in the field as a union laborer on the Vogtle Nuclear Power Plant, to graduating from... More
CPA
Managing Director | KPMG LLP
Stephen Dwyer is a Managing Director in KPMG’s New York Financial Services practice. He has more than fifteen years of professional accounting experience serving the financial services industry with... More
Regional Director | Capstan Tax Strategies
With over 10 years experience in sales and account management, Carly enjoys working closely with clients and prospects to help them understand the value of cost segregation studies. Carly covers the... More
CPA
Partner | Marcum LLP
Barry A. Fischman is a Partner in the Firm’s New Haven, Connecticut office and a member of its National Construction, Real Estate, Business Enterprise Tax Services, High-Net-Worth Individuals, Tax... More
CPA
Partner | Moss Adams LLP
Kelli has practiced public accounting for over 25 years. She provides taxation and financial accounting services to a variety of clients in the real estate, construction, and private client industry... More
CPA
Partner | Baker Tilly Virchow Krause,LLP
Joshua Ganshert is a partner in construction and real estate team of Baker Tilly with twenty years of public accounting experience. He has a long list of clients that require a diverse range of tax... More
CPA
VP,Financial Operations | Lifestyle Communities
Tana Gardner Zaffino joined LC in the spring of 2017 focusing on deal underwriting, development and construction. Her experience to date includes the development of over 1000 urban units and over... More
CPA
Partner | ACM LLP
Scott Grimm, Tax Partner, brings 19 years of public accounting experience to ACM LLP, and oversees the tax department for ACM’s four offices in his role as Practice Unit Leader. He began his career... More
CEO | Briq
Bassem Hamdy is a construction industry veteran with over 20 years of experience. He’s a well-known pioneer in construction tech, and played an integral role in establishing an industry for project... More
Product Marketing Manager | Deltek + ComputerEase
Brian is a part of the Deltek + ComputerEase Product Marketing team. He has worked with contractors and CPAs nationwide to improve their business processes through technology and leadership in a... More
JD
Partner | Henderson,Caverly, Pum & Trytten LLP
Nancy G. Henderson
Professional Biography
Nancy G. Henderson is a Founding Partner of Henderson, Caverly, Pum & Trytten LLP, with offices in San Diego, Pasadena, Rancho Santa Fe, West Los Angeles... More
President | Global Realty Capital
Kamil Homsi - Co-Founder/CEO of the GRC Investments Group
Kamil focuses on global portfolio oversight and strategic advisory work for GRC Investments Group, a single family office in Dubai/UAE. A... More
Principal | Ernst & Young
Brett is a Principal in Ernst & Young’s Transaction Advisory Services – Real Estate group with over 15 years of experience in real estate consulting focusing on large real estate assets and... More
Partner | Capstan Tax Strategies
As a founding partner at Capstan Tax Strategies, Bruce works closely with commercial real estate owners, investors, and accounting firms to provide practical, creative and clientspecific solutions.... More
Senior Director | Dodge Data & Analytics
At Dodge Data & Analytics, Steve Jones focuses on how emerging economic, practice and technology trends are transforming the global construction industry. In addition to hundreds of speaking... More
Founder and CEO | Verit Advisors LLC
Mary is our Founder and CEO and a nationally recognized expert in ESOPs with more than 30 years of experience advising, structuring, and closing over 300 transactions for the ownership transition of... More
CPA, CGMA
Shareholder | Clayton & McKervey
As the leader of her firm’s assurance practice Julie works closely with owners, controllers and bookkeepers of companies with operations in the United States, as well as international companies in... More
CPA, CGMA
SVP & Corp Controller | MasTec
Mike Love is Sr. Vice President and Corporate Controller since 2008 for MasTec, Inc., an $8 billion dollar infrastructure construction company headquartered in Coral Gables, Florida. MasTec is both a... More
CPA
Retired EVP and CFO | Lucki Advisors LLC
Lucki Advisors LLC (March 2014 – Present) Managing Member Providing strategic advisory services to Boards of Directors, Management Teams and Private Equity Firms in the Aerospace, Engineering &... More
CPA
CFO | Waterton
Ms. Marszewski is the CFO of Waterton, joining in September 2019. In this role, she is responsible for the direct oversite of finance, corporate, residential and hospitality accounting, as well as... More
Managing Director | PwC
Brett Matzek is a Managing Director in the Chicago office of PricewaterhouseCoopers and is part of the Financial Markets Practice. He is primarily focused on real estate valuation and consulting for... More
JD
Senior Vice President & Counsel | The Real Estate Roundtable
Ryan McCormick is Senior Vice President and Counsel at The Real Estate Roundtable, where he oversees tax policy activities. The Real Estate Roundtable brings together CEOs of the nation’s top real... More
CPA
Partner | CohnReznick
Rebecca McDonald, CPA, is a partner with 25 years of experience providing CFO advisory services and financial transformation support to her clients at CohnReznick, LLP. She is focused on providing a... More
Managing Director,Investments | CIM Group
Brian McGlynn serves as a Managing Director of Investments at CIM Group®. In this role, he is responsible for overseeing the real estate acquisition and disposition activities for the various Cole... More
Vice President | Deltek + ComputerEase
• John Meibers, VP & GM of Deltek + ComputerEase (Cincinnati, Ohio) • Johnmeibers@deltek.com, 513-481-5800 • John has been with Deltek + ComputerEase for 22 years. Deltek + ComputerEase currently... More
CPA
Partner | Marcum LLP
Robert S. Mercado is a Partner in the Assurance Services division and serves as the New England Regional Construction Leader. Mr. Mercado excels with over 24 years of experience compiling, analyzing... More
Partner | Marcum LLP
James W. Miller is a partner at Marcum LLP based out of New Haven, Connecticut, and an integral member of the Firm’s National Construction Industry group. He has more than 17 years experience... More
CPA
Office Managing Partner | Marcum LLP
Joseph Natarelli is leader of Marcum LLP’s National Construction Industry Practice group, as well as the Firm’s office managing partner in New Haven, Connecticut. In addition, he is a member of the... More
Regional Underwriting Officer | Travelers Bond and Specialty Insurance
Tad Nelson is the Regional Underwriting Officer for Construction Services division of Travelers Bond and Specialty Insurance. He is responsible for managing the all aspects of underwriting for their... More
National Director of Consulting Services, Construction | CLA
Jeffrey Nesbitt is National Director of Firm wide Consulting with CliftonLarsonAllen Construction and Real Estate Group. Jeffrey specializes in operations consulting and implementation of technology... More
CPA
Partner | RubinBrown
Tony Nitti is a Partner in RubinBrown’s Tax Services Group. Nitti is a well-known contributor of tax content to Forbes, as well as a frequent speaker and trainer at seminars and webcasts across the... More
Managing Director | KPMG
Jamie is a Managing Director in the Economic and Valuation Services practice of KPMG LLP. He has over 20 years of experience advising clients in navigating the complexities of valuation relating to... More
CPA
Manager | CLA (CliftonLarsonAllen LLP)
Russ Rigler is a Manager with CLA's Bay Area, California practice and is located in the Walnut Creek office. He has more than ten years of experience working with privately held general contractors... More
CPA
Partner, Global E&C Leader | EY
Erin is a Partner in the Assurance practice of EY and is the Global Leader for EY’s Engineering & Construction industry, responsible for supporting our teams that service our E&C clients.... More
CPA
Partner & Business Development Leader | PwC
Mitch is a Partner at PwC, and currently serves as one of the firm’s
Business Development Leaders. He was a founder of PwC’s Real
Estate Advisory practice, and has over 35 years of experience
serving... More
Founder & Principal | Silver 47 Capital Partners
Rob Sistek is a co-founder and principal of RMS Capital, LLC, provides consulting and advisory services to clients across the commercial real estate industry through Silver47 Capital Partners, and... More
CPA
Director, National Tax Office | CBIZ
Nathan Smith is a Director in the CBIZ National Tax Office, bringing over 20 years of experience in public accounting to provide technical support and strategic solutions for the firm’s tax practice... More
Enrolled Agent
Manager | Marcum LLP
Taryn Smith is a manager in the Firm’s Tax Services practice and a member of the National Construction Industry group. She has more than 9 years of experience in public accounting serving tax and... More
CPA
Founding Partner | Rise Equity
Joyce Soriano-McDowell, Founding Partner at Rise Equity is a licensed CPA in the State of California (Inactive), has worked for several, multi-billion commercial real estate development and... More
Managing Director | D.A. Davidson
Tim Sznewajs is a Managing Director in D.A. Davidson's Investment Banking Group and leads the firm's Diversified Industrials practice. Prior to joining Davidson, Tim served as the Co-Head and Senior... More
Director,Real Estate & Construction | Plug and Play
Miles is currently the Director of the Real Estate & Construction tech program at Plug and Play. Plug and Play is an early stage startup investor based in Silicon Valley with past investments... More
Sr. Development Manager | Walsh Group
Aaron Toppston is a Senior Development Manager at Walsh Investors, an affiliate of The Walsh Group. In this role, Aaron serves as bid director for P3 pursuits across North America, managing projects... More
CPA
Managing Director | Deloitte Tax LLP
Joyce focuses on tax planning for the acquisition/disposition of highly appreciated assets. Joyce has practiced accounting and tax services for many years and consults on various complex leasing... More
President | contractor Compliance and Monitoring,Inc.
Deborah Wilder is the President of Contractor Compliance and Monitoring Inc.,(CCMI) a consulting company which assists public agencies and contractors comply with state and federal prevailing wage... More
CPA
Principal | Clifton Larson Allen
Profile
Julian joined CLA as the managing principal of the Walnut Creek office in January 2017. Julian has three decades of accounting experience in the construction industry. Before joining the firm... More
