Overview

The CBIZ Construction Summit is bringing together the Ohio region’s top contractors, finance, and accounting professionals to network and discuss the current and future state of the industry. 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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Cleveland Marriott East
26300 Harvard Road
Warrensville Heights, OH 44122

Agenda

1:00 PM

Registration and Networking

1:30 PM

Opening Remarks

Roger Gingerich, Central Region Construction Leader, CBIZ

1:40 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.

2:40 PM

Ready for What’s Next: Fireside Conversations with Construction Leaders

In this fast-paced session, Johnathan Slain of Autobahn Consultants will sit down with construction executives across three candid fireside conversations to explore the decisions shaping their businesses today.  Each conversation will bring a different perspective to the challenges facing the industry – from navigating market pressures and protecting margins to developing leadership, managing growth and preparing for what’s next. 

This session will move beyond theory to explore how construction executives are approaching these issues inside their own organizations. 

Attendees will walk away with firsthand perspectives, practical ideas and an inside look at how their peers are building stronger, more adaptable businesses for the long-term.

Panelists

Johnathan Slain, Founder & CEO of Autobahn Consultants
Don Taylor, Chairman & CEO, Welty Enterprises
Adam Wallenstein, Co-President, Neptune Plumbing
Michael Wallenstein, Co-President, Neptune Plumbing
Victor DiGeronimo Jr., CEO, DiGeronimo Companies

3:40 PM

Break

4:00 PM

Keynote: First Brood

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

As 2026 unfolds, the U.S. economy continues to defy expectations while raising new questions about what comes next. In this fast-paced, data-driven presentation, we will examine the latest trends in employment, housing, commercial real estate, financial markets, and economic output to better understand where the economy is headed through the balance of 2026 and beyond. Expect fresh insights, a few surprises, and maybe even a laugh or two as we make sense of today’s economy and tomorrow’s risks.

5:00 PM

Networking & Cocktail Reception

Keynote Speaker

speaker-anirban-basu
Anirban Basu
Senior Economic Advisor, CBIZ

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

speaker-randy-bosley
Randy Bosley
Managing Director, CBIZ

Randy is a Managing Director in CBIZ’s Assurance Services Group and serves as an executive member of the Regional Construction Practice. He advises construction clients on various aspects of accounting and auditing, financial reporting, job costing and revenue recognition, banking and bonding, tax planning and compliance, and business consulting matters. He currently sits on the Board of Directors of the Northeast Ohio Chapter of the Construction Financial Management Association.

speaker-victor-degironimo
Victor DiGeronimo Jr.
CEO, DiGeronimo Companies

Victor DiGeronimo, CEO of DiGeronimo Companies, leads its transformation and client services, managing multimillion-dollar procurement and fostering key relationships. With a BS in Industrial Engineering and Marketing, he rose from equipment operator to CEO. Victor drives urban redevelopment projects including Cornerstone Business Park and Valor Acres. Actively involved in industry organizations and philanthropy, he was recognized as Ernst & Young’s “Entrepreneur of the Year” in 2017.

speaker-roger-gingerich
Roger Gingerich
Regional Construction Leader, CBIZ

Roger Gingerich is a Managing Director in CBIZ’s Tax & Business Services Group and serves as the Regional Construction Leader. With over three decades of experience serving middle-market businesses and leading CBIZ’s regional practice for construction contractors and real estate developers, Roger excels in driving business expansion through forward-thinking strategies, tax planning, and business planning.

speaker-rob-mcgillen
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.

speaker-jonathan-slain
Jonathan Slain
Founder & CEO, Autobahn Consultants

Having come from the world of investment banking, working on mergers and acquisitions, Jonathan has seen firsthand how businesses with successful leadership mistakenly hit plateaus. Now, working exclusively with Founders, Owners, CEOs, and Management Teams, Jonathan uses that experience to help best-in-class companies worldwide achieve their vision of success. Whether working with entrepreneurial niche/specialty firms or large corporations ($10M+ in annual revenue), the direction and insight Jonathan imparts, positions businesses to advance to levels they dream about often, but rarely achieve on their own.

speaker-don-taylor
Don Taylor
Chairman & CEO, WELTY Enterprises

Don Taylor began his tenure with Welty 25 years ago in a Project Management role, which aligned with his former construction and management experience. After five years of growing under Jerry Welty’s leadership, Don and Jerry formed a partnership in 1996 that resulted in the formation of Welty Building Company Ltd. Don was appointed President of Welty in 1996 and CEO in 1999 and has continued to build Welty’s reputation of excellence with foresight in planning and superior end results.

speaker-adam-wallenstein
Adam Wallenstein
Co-President, Neptune Plumbing

Adam Wallenstein is co-President of Neptune Plumbing and Heating Company, a Cleveland-based commercial plumbing contractor founded by his grandfather in 1957. He leads the third-generation family business alongside his brother, Michael, across three lines of work: new construction, service and repair, and prefabrication and design, serving commercial, industrial, and institutional clients throughout Northeast Ohio. Under their leadership, Neptune continues to modernize the operations and processes that allow a nearly 70-year-old contractor to keep scaling. He is a past Chairman of the Mechanical Service Contractors of America and currently serves on the board of the Mechanical Contractors Association of America.

speaker-michael-wallenstein
Michael Wallenstein
Co-President, Neptune Plumbing

Michael Wallenstein is co-President of Neptune Plumbing and Heating Company, a Cleveland-based commercial plumbing contractor founded by his grandfather in 1957. He leads the third-generation family business alongside his brother, Adam, across three lines of work: new construction, service and repair, and prefabrication and design, serving commercial, industrial, and institutional clients throughout Northeast Ohio. Under their leadership, Neptune continues to modernize the operations and processes that allow a nearly 70-year-old contractor to keep scaling. He currently serves on the board of the Plumbing Contractors of America.

Presenting Sponsors

Platinum Sponsor

Premier Sponsor

Panel Sponsor

Supporting Sponsors

Coffee/Snack Sponsor

Sponsorship Opportunities

Valerie Franco, Marketing Director, CBIZ
[email protected] or 312.632.5255

Sponsorships

Sponsor Options

  • Introduction of keynote speaker (at podium)
  • Exhibit table at event
  • Receipt of post-event registrant list (names and companies)
  • Logo prominently displayed on event website and on-site materials
  • (8) registrations for sponsor attendees
  • Full-page advertisement in conference book (premium placement)
  • Opportunity to serve as moderator or panelist (based on program alignment)
  • Exhibit table at event
  • Receipt of post-event registrant list (names and companies)
  • Logo prominently displayed on event website and on-site materials
  • (8) registrations for sponsor attendees
  • Full-page advertisement in conference book (premium placement)
  • Exhibit table at event
  • Receipt of post-event registrant list (names and companies)
  • Logo prominently displayed on event website and on-site materials
  • (6) registrations for sponsor attendees
  • Half page advertisement in conference book (premium placement)
  • Exhibit table at event
  • Logo displayed on event website and on-site materials
  • (4) registrations for sponsor attendees
  • Half page advertisement in conference book
  • Logo prominently displayed on cocktail reception signage and big screen monitors
  • Logo featured on event website and on-site materials
  • (2) sponsor registrations
  • Quarter-page advertisement in conference book
  • Signature drink of choice named after your company
  • Logo displayed at all bars, on-site materials, and event website
  • (2) registrations for sponsor attendees
  • Quarter-page advertisement in conference book
  • Company logo displayed near coffee and snack stations throughout event, on-site materials, and event website
  • (2) registrations for sponsor attendees
  • Quarter-page advertisement in conference book

CPE CREDITS

Program Description CBIZ Ohio Construction Summit

Important Notice Regarding CPE:

*Attendees must be registered individually to receive CPE credit.

Learning Objectives
Instruction Delivery Method Group Live (In Person)
Recommended CPE Credit 1.2 Credits – Information Technology
2.4 Credits – Specialized Knowledge
Recommended Field of Study Information Technology, Specialized Knowledge
Prerequisites None
Program Level Basic
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 Valerie Franco.

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.