The 2026 NYCPA Construction Contractors Conference brings together industry leaders, advisors, and subject matter experts to examine the most significant business, financial, regulatory, and operational issues facing contractors today. Through a series of timely presentations and discussions, attendees will gain practical insights into emerging technologies, economic trends, compliance requirements, tax planning opportunities, business growth strategies, and succession planning strategies. The conference is designed to help construction professionals make informed decisions and prepare their organizations for both current challenges and future opportunities.
CBIZ Investment Advisory Services, LLC
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. As of 10/23/26
Public Accounting Staff
CBIZ
Partner
CBIZ
Partner
Dannible & McKee LLP
Vice President- Building Services
Associated General Contractors of America
Joe Hogan serves as the Vice President of Building Services for AGC NYS, representing the interests of leading commercial construction contractors across New York State. With decades of industry advocacy, he is a foremost authority on state public works regulations, prevailing wage mandates, project labor agreements, workforce safety standards, and construction contract administration.
Windels Marx Lane & Mittendorf LLP
Josh Oberman is a partner in the construction and litigation practices at Windels Marx Lane & Mittendorf, LLP. He focuses on complex construction law, project development disputes, access agreements (RPAPL § 881), and contract negotiations for owners, developers, and prime contractors. He serves on the Board of Directors for the Construction Financial Management Association (CFMA) New York City Chapter and is a past President of the New York City Surety Association.
American Global, LLC
Greg Bruzzone provides risk management, commercial insurance placement, and surety bond advisory services for ENR-ranked contractors and emerging construction firms across the Tri-State area. He serves on the Board of Directors for the Construction Financial Management Association (CFMA) New Jersey Chapter and brings a deep underwriting background from his prior tenure at Chubb.
Morgan Stanley Wealth Management
Noah Ennis is a Managing Director, Senior Portfolio Management Director, and Alternative Investments Director at Morgan Stanley. Holding both the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) credentials, he works directly with construction business owners, family enterprises, and corporate executives on pre- and post-liquidity succession planning, wealth preservation, and capital structure advisory.
ADP
Rosa Prestano specializes in human capital management and payroll compliance architectures for middle-market construction contractors. She works directly with controllers, CFOs, and HR directors to implement automated certified payroll workflows, maintain union reporting accuracy, navigate prevailing wage rate determinations, and resolve multi-state tax withholding exposures.
Senior Manager
Baker Tilly
Andrew Cohen is a senior tax manager in the Construction and Real Estate Industry Groups at Anchin. Combining his legal training with an advanced Master of Laws in Taxation, he structures federal and state tax planning solutions for privately held contractors, family-owned builders, and real estate developers, specializing in pass-through entity taxation (PTET), tax accounting methods, and state decoupling considerations.
MSC Cost Segregation Studies & Tax Credits & Incentives
Principal
MS Consultants LLC
Kyle Young directs cost segregation, asset qualification, and specialized tax deduction projects for commercial builders and real estate owners. He focuses on tangible property regulations, Section 179D energy deductions, Section 45L credits, and technical compliance under recent federal legislation, helping clients unlock liquidity from commercial and residential real estate assets.
Grassi & Company CPAs P.C.
Joseph Lutz is an Audit Senior Manager in the Audit and Assurance practice at Grassi Advisors & Accountants. He specializes in providing comprehensive financial statement audits, reviews, compilations, and accounting advisory services across key commercial sectors, with a notable focus on real estate, construction, and middle-market commercial enterprises.
In his role, Joseph leads audit engagement teams, evaluates internal control frameworks, and ensures technical compliance with U.S. GAAP and relevant industry regulatory reporting standards. He works directly with business owners, CFOs, and management teams to deliver financial statement accuracy, identify operational efficiencies, and address complex accounting matters.
Managing Director
CSG Partners
With experience that spans investment management, advisory, and capital markets, Michael Bannon has a deep understanding of the financial and practical needs of private businesses. From high-growth, founder-run companies to multinational enterprises, Michael has partnered with key stakeholders to craft unique transaction structures, utilized across dynamic macroeconomic environments.
Since joining CSG in 2017, he has advised middle market clients on shareholder liquidity options, including ESOP M&A transactions and recapitalizations. Michael has structured transactions, secured financing, and led extensive due diligence and valuation exercises for closely-held healthcare, consumer goods, and industrial firms, among others.
Michael previously worked with an independent, private equity fund of funds, deploying and managing $2.3 billion across private companies. As part of a Shanghai and Munich-based investment team, he managed growth capital and leveraged buyout-oriented investments across Europe and Asia.
A native of Rochester, Minnesota, Michael is based out of CSG's New York headquarters.