The CBIZ Construction & Real Estate Summit is dedicated to updating construction contractors, developers, owners/operators, real estate investors, finance, and accounting professionals on the economic state of the construction and real estate industries. This complimentary event is expected to draw over 200 attendees, including contractors, real estate professionals, and service providers from Nashville.
Alongside a full roster of accomplished speakers, CBIZ’s senior economic advisor Anirban Basu is back by popular demand. He will deliver the keynote address at the Nashville CBIZ Construction & Real Estate Summit, offering his perspective on the policy and trade factors shaping the future of both the construction and real estate industries in the region. Now more than ever, contractors, construction firms, developers, owners, and real estate investors rely on broad analysis like Anirban’s to guide their business strategies amid rapidly evolving global trends.
Location
Hilton Nashville Downtown
121 4th Avenue South
Nashville, TN 37201
Agenda
1:00 PM
Registration and Networking
1:25 PM
Welcoming Remarks
Jim Lundy, Managing Director, CBIZ
1:30 PM
Nashville’s Growth: Developments, Capital Markets, and the Road Ahead
Rob Lowe, Executive Managing Director & Partner, Stream Realty
Rob Lowe, Executive Managing Director & Partner, Stream Realty will provide an in-depth look at Nashville’s most exciting mixed-use projects including Neuhoff, The Yards, Ashwood, and Wedgewood Village, along with a preview of future developments like The East Bank, Station East, and The Reed District. Rob will share his expert perspective on the state of capital markets, trends in debt and equity, and where industry shifts have occurred. Don’t miss this forward-looking discussion on what’s next for Nashville’s dynamic commercial real estate landscape.
2:20 PM
Transformative Finance for Construction
Patrick O’Brien, CPA, Chief Financial Officer, Smyrna Ready Mix Concrete, LLC.
This presentation explores how construction companies can modernize their back office and transform their finance function to support sustainable growth. We’ll discuss practical strategies to streamline billing, payroll, and job costing, as well as ways to integrate field data for real-time visibility. Attendees will discover how enhanced financial processes, improved reporting, and smarter technology use can drive better decision-making, reduce bottlenecks, and protect profit margins. Ultimately, this session will demonstrate how owners, finance teams, and field leaders can collaborate to build scalable, high-performance operations.
3:00 PM
Break
3:15 PM
First Brood
Dr. Anirban Basu, CEO, Sage Policy Group
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.
4:15 PM
Cocktail Reception
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.
Speakers
Rob Lowe
Rob Lowe is Executive Managing Director & Partner at Stream, where he oversees strategic direction and operations for the Nashville office. He leads Stream’s efforts in acquisition, development, leasing, and property management, building the firm’s brand presence in Nashville. Previously, Rob served as Senior Managing Director at Cushman & Wakefield and as a principal and board member at Cassidy Turley, helping guide the firm through a major merger.
Patrick O’Brien, CPA
Patrick O’Brien is the Chief Financial Officer of SRM Concrete, overseeing all financial operations, including accounting, reporting, treasury, tax, and acquisitions. With over 20 years of experience in finance and public accounting, Patrick brings strategic insight to SRM’s continued growth and expansion across the U.S. Prior to SRM, he was a partner at a national accounting firm, specializing in financial reporting and acquisition strategy. Patrick holds an accounting degree from Florida State University, an MBA from Florida Atlantic University, and is a CPA licensed in Tennessee.
Platinum Sponsor
Premier Sponsors
Supporting Sponsors
Wine Raffle Sponsor
Reception Sponsor
Sponsorship Opportunities
To secure your sponsorship or inquire about other sponsorship opportunities, please contact:
Kristin Bodner, Senior Marketing Manager, CBIZ
[email protected] or 860.760.0714
Sponsorships
Sponsor Options
- Introduction of Speaker
- Exhibit table
- Receipt of registrant list with names
- Logo prominently displayed onsite and across signage, materials and event website
- (8) registrations for sponsor attendees
- Full page advertisement in conference book (premium placement)
- Exhibit table
- Receipt of registrant list with names
- Logo prominently displayed onsite and across signage, materials and event website
- (6) registrations for sponsor attendees
- Half page advertisement in conference book (premium placement)
- Exhibit table
- Logo displayed onsite and across signage, materials and event website
- (4) registrations for sponsor attendees
- Half page advertisement in conference book
- Logo displayed on attendee lanyards
- (3) registrations for sponsor attendees
- Logo displayed on signage at cocktail reception
- (3) registrations for sponsor attendees
- Logo displayed on signage at coffee area
- (3) registrations for sponsor attendees
- Exhibit Table
- (2) registrations for sponsor attendees
NOTE: Limited tables available. Based on venue capacity
Advertising Options
2.375″W x 3.875″H
5″W x 3.875″H
5″W x 8″H
Sponsors Please submit all ads by December 5, 2025 to Kristin Bodner
CPE CREDITS |
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| Program Description | CBIZ Nashville Life Science & Biotech Summit |
Important Notice Regarding CPE:*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. |
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| Learning Objectives |
Session 1: Nashville’s Growth: Developments, Capital Markets, and the Road Ahead1 Credit – Specialized Knowledge This session provides an in-depth look at Nashville’s latest and future mixed-use real estate developments, as well as trends and shifts in capital markets. Attendees will gain insights into high-profile projects and the factors shaping Nashville’s dynamic commercial real estate landscape. At the end of this course, the attendee will be able to:
Session 2: Transformative Finance for Construction1 Credit – Specialized Knowledge This session explores how construction companies can modernize their back office and finance function for sustainable growth. Learn practical approaches for streamlining operations, integrating field data, and leveraging technology for improved financial performance. At the end of this course, the attendee will be able to:
Session 3: First Brood1 Credit – Specialized Knowledge This presentation analyzes U.S. and regional economic trends, addressing potential risks such as trade wars and cost increases. Attendees will assess economic indicators to understand the outlook for recession, growth, and real estate performance. At the end of this course, the attendee will be able to:
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| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 3 Credits |
| Recommended Field of Study | Specialized Knowledge |
| Prerequisites | This event is ideal for construction and real estate executives, finance professionals, developers, investors, operations leaders, and industry service providers seeking actionable insights into Nashville’s growth, construction finance strategies, and the broader economic outlook. |
| Program Level | Overview |
| Advance Preparation | None |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected]. |
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CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) 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: www.NASBARegistry.org. |
