Construction leaders across New England are managing tighter margins, workforce constraints, and changing project demands while planning for long-term growth. The 2026 CBIZ New England Construction Summit,  presented with CT ABC, CFMA CT, AGC CT and PWC CT, offers an opportunity to step back from daily pressures and focus on strategic business decisions.

Join CBIZ leaders, industry specialists, and peers from across the region for practical perspective on the market forces, risk factors, and operational strategies affecting construction companies today. The event will offer actionable ideas to help strengthen performance, protect enterprise value, and plan with greater confidence in a changing market.

Location

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Omni New Haven at Yale
155 Temple Street
New Haven, CT 06510

Agenda

12:00 PM

Registration and Networking

12:30 PM

Welcoming Remarks

12:35 PM

Unlocking Hidden Value: How Market Readiness Sets Contractors Up for Success – Whether You’re Selling or Staying

Are you leaving money on the table without realizing it? Too often, contractors focus on day-to-day operations and overlook the steps that transform their business into a true value powerhouse. Our panel brings together a construction attorney, an M&A advisor, and an investment banker to reveal what really drives value—not just for an eventual sale, but for stronger profits and growth today. Learn how market readiness can help you command premium prices, stand out to buyers, and protect your business in uncertain times. Whether you’re thinking about selling or simply want to build a more resilient, attractive company, this session will show you how to turn preparation into profit.

Moderator

Joseph Natarelli, National Construction Leader, CBIZ

Panelists

Jennifer Doran, Partner, Hinkley Allen
Jim Miller, Managing Partner, CBIZ
Peter J. Martin, Partner, Construction Litigator, Hinckley Allen
Eric Schoendorf, Vice President, XLCS Partners

1:20 PM

AI in Action: Disruption to Real-World Impact in the Construction Industry

Rob McGillen Vice President, AI Practice Leader Emerging Technology, CBIZ

Artificial intelligence is rapidly reshaping industries, fueled by advances in technology and data. We’ll explore its evolution, real-world applications, and key considerations around governance and risk. Construction related use cases bring these concepts to life, while practical insights highlight how organizations can unlock value through strong data foundations, clear ownership, and effective change management.

2:00 PM

Break

2:15 PM

The Real Cost of Safety

Richard McElhaney, CSP, CRIS, MS

You are invited to a candid discussion with Mr. Richard McElhaney as he talks about the effects of traumatic injuries not only on the employee but on the family, coworkers, and the company. Mr. McElhaney will also speak about six accident reduction techniques that had the greatest impact over his 35 years in the health and safety field. He will also reveal what the real costs are of being safe. He will revisit the importance of the Job Safety Analysis (JSA) as a preplanning tool. “JSA’s have been around for many years, but they have become complacent on many projects globally.” Mr. McElhaney will review in detail an injury that occurred on one of his projects and how the use of JSA’s would have prevented the injury and how the JSA process turned things around.

3:05 PM

Keynote: First Brood

Dr. Anirban Basu, Chairman & CEO, Sage Policy Group & CBIZ Senior Economic Advisor

Everyone is speculating about what 2026 will bring. After an incredibly active 2025, can the U.S. economy maintain its momentum, or will lingering economic uncertainty translate into the next recession? In this fast-paced, data-driven presentation, we will monitor the latest trends in employment, housing, commercial real estate, financial markets, and output. You can expect some surprises, perhaps an insight or two, and maybe even a few laughs as we characterize the present and predict the future.

3:55 PM

Closing Remarks

4:00 PM

Cocktail Networking Reception

Keynote Speaker

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Anirban Basu
Chairman & CEO, Sage Policy Group & CBIZ Senior Economic Advisor

Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., a Baltimore-based economic and policy consultancy he founded in 2004.  He serves as the Chief Economist function for many organizations, including the Maryland Bankers Association and Associated Builders and Contractors. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010.  In 2022, he entered the Daily Record newspaper’s Circle of Influence. He is the Distinguished Economist in Residence at Goucher College, where he teaches History of Economic Thought. He holds four graduate degrees, including a J.D. and a Ph.D.

Speakers

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Jennifer Doran
Partner, Hinkley Allen

Jennifer focuses her practice on business law, with an emphasis on closely held and family owned businesses, commercial transactions, and creditors’ rights. As Chair of the Firm’s Closely Held and Privately Owned Business Practice and the Corporate Construction Practice, she specializes in advising businesses on intergenerational issues, succession planning, and growth strategies, including mergers and acquisitions, ESOPs, and intra-company transactions. Jennifer also counsels clients on formation issues, joint ventures, contract preparation, security issues, equipment leasing, distribution rights, licensing, and other commercial matters.

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Peter J. Martin
Partner, Hinkley Allen

Peter J. Martin is a construction litigator who represents general contractors, subcontractors, design professionals, and sureties in state and federal courts as well as arbitration. He is experienced in drafting and negotiating contracts, handling claims, and helping clients document and protect their interests throughout construction projects. Peter focuses on resolving disputes efficiently and cost-effectively, including through mediation and alternative dispute resolution, to help clients avoid the substantial costs of full litigation.

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Rob McGillen
Vice President, AI Practice Leader Emerging Technology, CBIZ

With nearly three decades of global leadership experience, Rob has helped organizations accelerate digital transformation, technology modernization, and AI adoption across eight industries and 80+ countries. He has held senior leadership roles at Grant Thornton, Rightpoint, and his own digital transformation startup, specializing in data-driven and AI-powered solutions. As Vice President of Business Innovation at CBIZ Financial Services, Rob oversees AI, automation, and digital innovation initiatives for more than 10,000 employees.

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Richard McElhaney
Corporate Safety Director, The Ryan Company, Inc.

Rich McElhaney is a health and safety management leader with more than 35 years of experience and degrees in Occupational Safety & Health Management (B.S.) and Safety Science (M.S.). He has partnered with organizations worldwide to strengthen safety culture, reduce risk, and elevate operational performance. As a Certified Safety Professional (CSP) and Construction Risk Insurance Professional (CRIS), Rich is also an authorized OSHA and MSHA trainer with deep experience in heavy civil construction, renewable energy, MSHA environments, and oil and gas, while specializing in cranes, fall protection, confined spaces, and more.

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James Miller
Managing Director, CBIZ

James W. Miller is a key member of CBIZ’s National Construction Industry group in New Haven, CT, with over 22 years of experience serving construction contractors. He specializes in financial statement analysis, construction claims, fraud investigations, due diligence, and profitability consulting. James is a frequent speaker on construction accounting topics, an ENR Young Professional New England Award recipient, and a licensed CPA in Connecticut.

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Joseph Natarelli
Managing Director, National Construction Leader, CBIZ

Joseph Natarelli is the office managing director in New Haven, Connecticut and national leader of CBIZ’s Construction Services Group. A CPA with over 35 years of experience, he specializes in accounting, audit, and tax for construction contractors. Joseph is a frequent panelist and author for industry conferences and publications, and has been interviewed by major media outlets including the Wall Street Journal and Bloomberg. He has led the development of key industry resources such as the National Construction Survey and the Commercial Construction Index.

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Eric Schoendorf
Vice President, XLCS Partners
Eric Schoendorf is a Vice President at XLCS Partners, where he leads transaction teams and advises lower middle-market companies on mergers, acquisitions, and strategic growth initiatives. His passion for investment banking is personal. In 2008, XLCS advised on the sale of his father’s company, Medalist Laserfab, giving him firsthand insight into the significance of business transitions and the impact they have on owners, families, and employees. Eric holds a degree in finance and accounting from Loyola University Chicago, graduating with high honors, and has successfully completed the CPA examination. He also holds Series 79 and 63 securities licenses and is dedicated to helping business owners maximize value and achieve their long-term goals.

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