Meet the Speakers

Mike Clancy

Mike Clancy

Partner, FMI

Mike Clancy advises construction, engineering and energy companies across the U.S. With a strong background in construction operations and strategy consulting experience, Mike brings a unique viewpoint to his client work that focuses on how to convert strategy developed in the boardroom into operational plans to be executed in the field. He possesses a deep knowledge of estimating, fleet operations, capital expenditure optimization, process improvement, strategy, management succession and leadership development and training.  

He has led multi-disciplinary teams within FMI and outside industry professional groups to solve complex challenges for his clients and the broader industry. Mike is a nationally recognized speaker for associations and trade events.   

Earlier in his career, Mike held several key operational and management roles in general contracting and development firms throughout the southeastern U.S. He also served in the U.S. Army as a junior non-commissioned officer.  

Kelli Franco

Kelli Franco, CPA

Tax Partner, Moss Adams

Kelli has been in public accounting since 1993. She provides taxation and financial accounting services to a variety of clients in the real estate, construction and professional services industries. Kelli also consults on S corporation and LLC issues, structural tax planning, techniques to increase shareholder value and succession planning. Kelli leads the firm’s Construction, Hospitality, Real Estate and Professional Services Tax Committee. Kelli sits on the National Construction Financial Management Association Tax Committee and the National Associated General Contractors Tax and Legislative Affairs Committee. Her close, hands-on approach to client relationships enables her to effectively and creatively advise clients on a wide range of business matters. 

Bassem Hamdy

Co-Founder and CEO, Briq

Bassem Hamdy is a construction industry veteran with over 25 years of experience. He’s a well-known pioneer in construction tech, and played an integral role in establishing an industry for project management software.  

Bassem first joined CMiC in the 1990s and was successful in helping construction companies migrate their systems from paper to software. In 2015, Bassem was appointed EVP Marketing and Enterprise Strategy at Procore, a unicorn-valued, cloud-based platform for construction. As Co-Founder and CEO of Briq, Bassem has embarked on his third and greatest act in ConTech – Corporate Performance Management Software (CPM) specifically for construction finance. In June of 2021, Briq announced its Series B funding round, recording a $30 million investment, the second largest in ConTech history. 

A subject matter expert on the topics of Construction Technology, Data & Analytics and emerging technologies, Bassem is a frequent national and regional conference speaker for the AGC-IT Conference, AGC Annual Convention, CFMA Annual Conference and other industry events, and has authored numerous articles for trade publications. 

James L. Kroeker

Vice Chairman, Financial Accounting Standards Board

James L. Kroeker was appointed a member and vice chairman of the Financial Accounting Standards Board (FASB) on September 1, 2013, later reappointed to a second term that extends to June 30, 2024. In the latter role, he assists the FASB chairman in representing the Board to external stakeholders and in conducting its internal operations, in addition to serving as a voting member of the Board.

Prior to joining the FASB, Mr. Kroeker served as the Deputy Managing Partner for Professional Practice for Deloitte. Before joining Deloitte in January 2013, he was the Chief Accountant of the Securities and Exchange Commission (SEC) from January 2009 until his departure in 2012. In that capacity, Jim served as the senior accounting professional for the Commission and the principal advisor to the Commission on all accounting and auditing matters. In his capacity at the SEC, he was responsible for resolution of a wide range of globally significant accounting and auditing issues.

While at the Commission (he joined in February 2007), Jim played a key role in efforts to improve the transparency and reduce the complexity of financial disclosure. He served as staff director of the SEC’s Congressionally-mandated study of fair value accounting standards, and he led the efforts of the Office of the Chief Accountant to address the economic crisis, including steps to improve off-balance sheet accounting guidelines. Jim also served as the Designated Federal Officer responsible for the staff oversight of the SEC’s Advisory Committee on Improvements to Financial Reporting. He also was responsible for the day-to-day operations of the office, including resolution of accounting and auditing practice issues, rulemaking, and oversight of the FASB and PCAOB.

Prior to joining the SEC, Jim was a partner at Deloitte in the firm’s Professional Practice Network and was responsible for providing consultation and support regarding the implementation, application, communication and development of accounting standards, including disclosure and reporting matters.

Jim was Deloitte & Touche’s representative on the AICPA Accounting Standards Executive Committee (AcSEC). He also served as a Practice Fellow at the Financial Accounting Standards Board. Jim received a Bachelor of Science degree with an emphasis in accounting from the University of Nebraska in May 1992.

Jim Lundy

Jim Lundy

Partner, Tax & Business Services

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.

Mr. Lundy is a past chair of the TSCPA Construction Committee and is former chairman Mr. Lundy is a past chair of the TSCPA Construction Committee and is former chairman of the AICPA National Construction Committee. He helped direct the very successful of the AICPA National Construction Committee. He helped direct the very successful initial statewide construction conference and has been active in other committees, initial statewide construction conference and has been active in other committees, including the Continuing Education Committee, the Accounting Careers Committee, the including the Continuing Education Committee, the Accounting Careers Committee, the Tennessee Road Builders Investment Committee and the Board of Directors of the Middle Tennessee Road Builders Investment Committee and the Board of Directors of the Middle Tennessee Associated Builders and Contractors.

Keith Mericka

Keith Mericka

Managing Director – Wealth Management, UBS

Keith joined UBS in 1987 after starting his career with Morgan Stanley in 1983. In 1990  Keith co-founded UBS’ national Employee Stock Ownership Plan (ESOP) practice. He has advised hundreds of private and family business owners and helped create more than $6 billion in value. In 2008 he and his team transitioned to UBS Private Wealth Management, the firm’s Ultra High Net Worth division focused on providing holistic wealth management advice to owners of private companies seeking to monetize a lifetime of hard work as tax efficiently as possible. Keith and his team are fiduciaries and advisors to ~ 60 exceptional families, responsible for managing $3.2B of family wealth – all resulting from a liquidity event. 

Keith is a longstanding member of The ESOP Association, where he serves on the Finance Committee and a member of the National Center for Employee Ownership. For many years he has been an author and frequent speaker on a variety of subjects and is universally regarded as a thought leader and the foremost expert of section 1042 tax-deferred sales and ESOP cash and investment management. UBS has repeatedly recognized Keith as a member of the UBS Pinnacle Council and UBS Global Circle of Excellence-the highest recognitions for productivity and leadership. He is also proud to serve as the trustee and board member for

Angela Morelock

Managing Partner – BKD

Angela has more than 25 years of experience and is the managing partner of six of BKD’s national consulting divisions. Angela has spent more than 20 years as the leader of BKD’s national forensic accounting and investigations team, where she provided fraud investigation and prevention services, complex litigation support, and forensic accounting services for a variety of businesses. She has also regularly provided consulting and expert witness assistance to attorneys in various litigation matters. Angela and her team have investigated some of the largest fraud cases in the U.S., and her clients include the FBI, U.S. Department of Justice, and U.S. Attorney’s Office.

She has been qualified as an expert witness in cases involving criminal and civil fraud, securities fraud, business valuations, acquisition disputes, commercial business damages, funding constitutionality, bankruptcy, breach of fiduciary duty, fidelity and bonding claim disputes, intellectual property damages, and other financial matters in federal and state courts around the country and has served as an arbitrator in a post-acquisition dispute matter. Representative cases include a multimillion-dollar securities fraud case involving manipulation of publicly filed financial statements, a nearly $100 million acquisition dispute, lost profits and damages related to distributorship termination, damages under Federal Sentencing Guidelines related to financial statement manipulations, business interruption related to property damage, and lost profits and damages related to supplier agreement interruption, noncompete violations, and wrongful death.

Angela is a member of the Association of Certified Fraud Examiners (ACFE), American Institute of CPAs (AICPA), and Missouri Society of CPAs. She is a CPA, Certified Fraud Examiner (CFE), and Certified in Financial Forensics (CFF), and is responsible for resolving a range of allegations of fraud and white-collar crime. She has attended numerous valuation, litigation service, damage, and fraud courses offered by the AICPA and ACFE. She has business valuation experience, and in 1998, earned the AICPA’s Accredited in Business Valuation (ABV) designation, which is granted to CPAs who demonstrate business valuation expertise and experience. Angela is a frequent lecturer at national conferences and other business group meetings. Her sessions on white-collar crime receive high audience ratings. In 2008, Midwest CEO Magazine chose Angela as one of the area’s “Most Influential Women.” In 2009, Springfield Business Journal chose her as one of the area’s “20 Most Influential Women.”

She is a 1993 summa cum laude graduate of Missouri State University, Springfield, with a B.S. degree in accounting.

Patrice Radogna

Patrice Radogna

National ESOP Co-Practice Leader, Marcum, LLP

Patrice Radogna is the national ESOP co-practice leader for Marcum, LLP.  Patrice has more than 20 years of experience specializing in the valuation of privately-held businesses.   In addition, her prior experience includes providing fiduciary services for ESOP companies. Prior to providing trustee services for existing/new ESOPs, Patrice previously helped build a national valuation practice with a boutique firm in Boston, as well as additional experience as national ESOP practice leader of a leading national valuation firm.  Prior to working in the valuation field, Patrice spent three years as a financial underwriter for a surety company, working with contractors in New York City. 

Nick Richards

Partner & Chair of the Cannabis Law Group, Greenspoon Marder LLP

Nick Richards is a partner and chair of the Cannabis Law practice group at Greenspoon Marder LLP. He represents individuals and businesses in tax audits & trials, M&A, in managing tax debt, and he advises cannabis companies, owners and investors regarding tax and regulatory compliance matters. Mr. Richards has been a tax attorney for more than twenty years beginning his career with the IRS where he was a leading trial attorney, a Chief Counsel advisor, and a Special Assistant United States Attorney.

With his broad experience and understanding at all phases of the tax system, from reporting and assessment through appeals, court, and tax debt resolution, Mr. Richards achieves successful legal solutions tailored to his individual client’s needs. Mr. Richards also teaches tax attorneys and CPAs throughout the US and he is an Adjunct Professor of Law at the University of Denver, Graduate Tax Program, where he teaches State and Local Tax and Civil and Criminal Tax.

Taxes can be stressful and Mr. Richards’ clients find relief in his broad experience in the IRS and in representing taxpayers large and small. He understands the tax system, provides informed advice, and protects taxpayers from the mistakes and missteps of those less experienced. Several years after leaving the IRS, he represented a Colorado cannabis company in one of the first IRS audits in the legalized industry. Since that ground-breaking case, he has gone on to successfully represent companies in many cities, states, courts and before the federal government. In addition to tax audits, trials and collections, he is widely recognized as a leading cannabis industry attorney and has extensive experience in IRC Section 280E and BSA cash reporting requirements. His knowledge of the tax system is essential when advising business owners and investors, particularly in mergers, acquisitions and entity formation.

Nick Richards is a father of two young children, a proud husband, a music fan, and he enjoys the outdoors when not fighting for his clients.

Jeff Robinson

President, PAS, Inc

Jeff is President of PAS, Inc., in Saline, Michigan, a company that specializes in compensation research and consulting for the construction industry. A graduate of Eastern Michigan University, Jeff has over forty years of experience in the construction industry. Prior to founding PAS, Inc. in 1979, he spent ten years with a large Midwest contractor, holding several project positions in accounting, office management, controls, workforce planning, and corporate positions in human resources and compensation administration.

Jeff is a member of the Associated General Contractors of America, the Associated Builders and Contractors, the Construction Financial Management Association, SHRM, AICPA, and WorldatWork (formerly the American Compensation Association). He is a past national secretary of the CFMA and currently serves on CFMA’s Financial Benchmarker & Annual Survey Committee and CFMA’s Publications Committee. Jeff is also a member of AGC’s Open Shop and Union committees.

H. Edward Shill, CFA

H. Edward Shill, CFA

President and CEO, QCI

Ed is the President and CEO of QCI. He also serves as the Chief Investment Officer at QCI. In addition, he manages the overall investment process and equity research effort for QCI, as well as contributing as an Equity Research Analyst and serving as a Senior Portfolio Manager.

Carol A. Sigmond

Carol A. Sigmond

Partner in the Construction Practice Group, Greenspoon Marder

Carol A. Sigmond is a partner in the Construction practice group at Greenspoon Marder. With more than four decades of legal experience, Ms. Sigmond focuses her practice on construction industry matters, including arbitration, appeals, bid protests, contract preparation, mediation, litigation and suretyship. She represents clients in construction defect litigation relating to issues that arise when adjacent owners develop their properties, as well as expediting a builder’s construction project by ensuring that the proper contracts are in place.

As a seasoned practitioner, Ms. Sigmond has a history of litigating construction disputes for public works and buildings in both the public and private sectors. She also has extensive knowledge preparing contract documents, including design-build, construction management, guaranteed maximum price, and fixed-price contracts. Additionally, Ms. Sigmond is an experienced mediator and arbitrator handling construction or real estate cases for the New York County Supreme Court Commercial Division Roster of Volunteer Mediators and the American Arbitration Association’s Roster of Construction Industry Arbitrators.

For several years, Ms. Sigmond has taken an active role in shaping the construction law community in New York. Currently, she serves as the Vice President of the New York State Bar Association and the former President of the New York County Lawyers Association. Ms. Sigmond is also a frequent speaker and has authored a number of legal publications relating to construction law and publishes “The Co-Op Condo Help Line” in the monthly Mann Report. Furthermore, she was a member of Law360‘s 2020 Construction Editorial Advisory Board. Click here to view Ms. Sigmond’s column entitled “Carol’s Corner.”

As a recognized leader, Ms. Sigmond was named to New York State Bar Association’s 2020 “Real Estate Section Award for Professionalism” and received the Albert Nelson Marquis “Lifetime Achievement Award” by Marquis Who’s Who in 2019. She is also listed as “Top Rated” by New York Super Lawyers for Construction Litigation.

Ken Simonson

Ken Simonson

Chief Economist, Associated General Contractors of America 

Ken Simonson has been chief economist for AGC of America since 2001. He provides insight into the economy and what it implies for construction and related industries through frequent media interviews, presentations and the Data DIGest, his weekly one-page e-newsletter that goes to over 50,000 subscribers.  

Ken has more than 40 years of experience analyzing, advocating and communicating about economic and tax issues.  

He currently serves as liaison to the Census Bureau’s Construction Data Modernization  Working Group. He is a Fellow and past president of the National Association for Business Economics, and he is co-director of the Tax Economists Forum, a professional meeting group he co-founded in 1982. 

Ken has a BA in economics from the University of Chicago, and an MA in economics from Northwestern University. 

Matthew Turkstra

Matthew Turkstra

Director of Congressional Relations for Tax, Fiscal Affairs and Accounting, Associated General Contractors of America

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, resulting in numerous positive outcomes for the construction industry, including an increase in the “small contractor exemption” from percentage of completion accounting, and ensuring construction was eligible for the newly created 20 percent deduction for qualified business income.  

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 and children.

John Werlhof

John Werlhof 

Principal, National Tax Office, CliftonLarsonAllen LLP 

John Werlhof, CPA, is a Principal in the National Tax Office of CliftonLarsonAllen LLP (CLA) based in Sacramento, CA. John provides tax research and planning services to clients in the construction and real estate industries and has significant experience advocating for clients in IRS examinations and appeals. He has authored articles which have been published in Construction Accounting and TaxationContractor News & ViewsJournal of Taxation, The Tax Adviser, and Practical Tax Strategies.