Virtual event | Jan. 30, 2025
Blueprint to Bottom Line
A summit for strategic construction leaders
Join us Jan. 30, 2025, for Baker Tilly’s Blueprint to Bottom Line, a complimentary, two-hour virtual event tailored for finance leaders in the AEC industry. This summit provides the opportunity to earn two CPE credits while gaining essential insights into the construction economic landscape, technological advancements in digital and AI, and business strategies to help your bottom line. This event will equip you with the knowledge to become a more strategic leader and navigate the current environment effectively.
Don’t miss this chance to lay a strong financial groundwork for your organization in 2025.
Agenda
Jan. 30, 2025
11 a.m. - 1 p.m. PT | 2-4 p.m. ET
Virtual event
Learn more about the topics presented below!
Dr. Anirban Basu, Chairman and Chief Executive Officer, Sage Policy Group, Inc.
Has the Federal Reserve successfully engineered a soft landing? Or, is the confluence of geopolitical conflict, policy uncertainty, rising consumer debt levels, and still high interest rates conspiring to produce an economic downturn in 2025? It is difficult to know whether 2025 will be a good year – but one thing is clear – it will be a very interesting one as a new administration is seated in Washington, D.C. This presentation will supply in-depth analysis of major factors that will shape economic outcomes, including interest rates, global conflict, wage dynamics, business confidence, demographics, and public policy. It will then turn toward a forecast for the coming year, highlighting the major risks that economic stakeholders will likely encounter.
Jordan Anderson and Albert Youssef, Baker Tilly’s digital practice
We‘ll explore the dynamic and rapidly evolving fields of artificial intelligence (AI) and digital technology in the construction industry by delving into the opportunities and challenges presented by these advancements and how you can leverage digital in the future of work.
Construction industry peers and surety bond agents will discuss critical business challenges and risks facing the construction industry today. Our panelists will provide insights into the complexities of managing construction projects, from financial risks and regulatory compliance to labor shortages and project delays. We will also explore the role of the surety market in mitigating these risks, offering strategies and solutions to ensure project success and financial stability.
Panelists:
- Moderator: Brian Kassalen, Principal and Construction Industry Leader, Baker Tilly
- Jay Bruce, President and CEO, Bruce & Merrilees Electric Co.
- Gary Rispoli, Surety Construction Practice Partner, The Baldwin Group
- Jerod Steigenberger, President, Bassett Mechanical
Giveaway to show our appreciation!
Register for Blueprint to Bottom Line to automatically be entered to win an Apple 10.9” iPad plus Apple AirPods Max headphones. The winner will be drawn in real time on the virtual event!*
Keynote speaker, Dr. Anirban Basu
Chairman and chief executive officer Sage Policy Group, Inc.
Anirban Basu is the chairman and 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 Dr. Basu the Chair of the Maryland Economic Development Commission (2014-2021). He serves as Chairman of the Baltimore County Economic Advisory Committee and the chief economist function for Associated Builders and Contractors, the Construction Financial Management Association, the Modular Building Institute, the Maryland Bankers Association, the International Food Distributors Association, and others.
Dr. Basu has taught at several universities, most frequently at Johns Hopkins University. He currently teaches History of Economic Thought at Goucher College as their Distinguished Economist in Residence.
In 2007, 2016, and 2022, the Daily Record newspaper selected Dr. 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.
Additional speakers
Brian Kassalen
Principal and construction industry leader, Baker Tilly
Brian has been in public accounting since 1998 and leads a team of professionals who provide audit, tax and advisory services to clients in the construction and real estate industry. Brian provides leadership and strategic direction in areas of growth and team member development to the firm’s construction-focused principals and team members.
Jordan Anderson
Director, Baker Tilly
Jordan is a director with Baker Tilly’s digital solutions practice. He brings more than 20 years of experience in strategy, planning, analytics and digital solution architecture across numerous business functional areas and industries, including construction. With experience as a strategic team leader, analyst, architect and developer of analytics and AI solutions, Jordan helps businesses align their goals with Baker Tilly’s strategic and technological resources.
Albert Youssef
Manager, Baker Tilly
Albert is a manager with Baker Tilly’s development advisory practice. He is a U.S. licensed professional engineer, project management professional (PMP) and engineering author with more than eight years of experience in the consulting and commercial advisory, financing and valuation and construction of complex infrastructure and capital projects.
Learning objectives
- Analyze key economic factors in the U.S. economy in 2025 and how they are likely to influence economic outcomes in the upcoming year.
- Recognize and critically assess the primary economic risks and business challenges that construction stakeholders face.
- Realize the benefits and impacts of AI in real-world construction scenarios.
- Understand the construction surety market’s components and current trends to ensure project success through effective surety bonding.
Who should attend:
Chief financial officers (CFOs), chief operating officers (COOs), chief executive officers (CEOs), controllers and other financial leaders in the following sectors:
- General and specialty contractors
- Architect and design firms
- Engineering firms
- Surety bond partners
- Other subsects of the AEC industry
Information about CPE eligibility
There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.
CPE credit: Two (2) hour total credits
Level: Update
Field of study: Specialized knowledge
CPE host: Maggie Wachtel
A certificate of completion will be emailed to you four to sex weeks following the event.
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com
Baker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.
* Giveaway Disclaimer
- Eligibility: The giveaway is open to all registered attendees who are present at the time of the drawing. No additional purchase or action is necessary to enter.
- Winner Selection: One (1) winner will be selected at random from the attendees present at the time of the drawing and announced during the live webinar. The odds of winning depend on the number of eligible attendees present.
- Prize: The prize is one (1) 10.9” 256 GB Apple iPad (Wi-Fi only, not engraved and no added accessories) and one (1) Apple AirPods Max headphones (no engraving). The prize is non-transferable and no cash or other substitutions are allowed.
- General Conditions: Baker Tilly Advisory Group, LP reserves the right to cancel, suspend, or modify the giveaway if any fraud, technical failures, or any other factor beyond Baker Tilly Advisory Group, LP's reasonable control impairs the integrity or proper functioning of the giveaway, as determined by Baker Tilly Advisory Group, LP in its sole discretion.
- Release: By participating in the giveaway, you agree to release and hold harmless Baker Tilly Advisory Group, LP; Baker Tilly US, LLP their affiliates, subsidiaries, and respective officers, directors, employees, and agents from any and all liability for any injuries, loss, or damage of any kind arising from or in connection with the giveaway or receipt or use of any prize.
- Privacy: Any personal information collected during the course of the giveaway will be used in accordance with Baker Tilly Advisory Group, LP 's Privacy Policy.