Jon is the partner-in-charge of the Real Estate and
Construction practice at Crowe. Jon has 29 years of public accounting
experience, primarily managing and performing audit and management consulting
services to construction industry related companies. He also has five years of
experience working as a financial manager for a large general contractor. Jon’s
primary focus is working with general contractors, subcontractors, heavy/highway
contractors, architects, engineers and construction suppliers. Jon sits in our
Chicago office and works with several large general contractors across the
country.
James is the Vice President of Finance at Anson
Industries Inc., where he strategically oversees all accounting and finance
operations for the company's national footprint. Before taking on this
leadership role, James honed his expertise over 15 years at Crowe LLP,
culminating as an Assurance Managing Director. There, he specialized in
financial statement audits, reviews, and consulting, with focus on the
construction industry, including general, heavy highway, mechanical, and various
specialty contractors. James regularly authors industry articles and presents on
complex accounting topics. He's a Certified Public Accountant and an alumnus of
the University of Illinois Urbana-Champaign. Committed to his profession, he
previously chaired the Illinois CPA Society's Construction Conference
Committee.
Dan Jatis serves as Chief Financial Officer (CFO)
of McHugh Enterprises, where he oversees all aspects of accounting and finance for the company and
its subsidiaries, joint ventures,
and operations spanning multiple states.
With more
than three decades of experience and nearly 10 years as McHugh’s
CFO, Dan plays a critical
leadership role in shaping company strategy, managing risk, guiding
investments, and maximizing
returns. He is a core member of the Executive Group, known for driving efficiency and fostering strong
relationships across the banking, insurance, and bonding sectors.
Dan began his career in public
accounting, gaining extensive experience in both audit and tax at Checkers, Simon & Rosner—grounding him in the fundamentals of financial reporting and compliance. He then spent over 15 years
as Controller and Executive Management team member at TJ Lambrecht Construction, a regional
contractor active across seven
states. There, he managed financial systems, implemented process
improvements, and supported the
company’s growth through both expansion and wind-down phases.
Since joining McHugh in 2013, Dan
has steadily advanced from Vice President / Controller to CFO, applying his practical knowledge from all sides of
the construction business—developer, investor, GC, and subcontractor. A graduate of
Northern Illinois University with
a Bachelor of Science degree in Accounting and CPA certification, Dan is
a people-first leader known for
mentoring teams and delivering high-quality, actionable financial insight that drives
results.
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
of the AICPA National Construction Committee. He helped direct the
very successful initial
statewide construction conference and has been active
in other committees, including the
Continuing Education Committee, the
Accounting Careers Committee, the Tennessee Road
Builders Investment
Committee and the Board of Directors of the Middle Tennessee
Associated
Builders and Contractors.
Martin Green, Esq., Moderator, Vice President, Government Relations, Illinois
CPA Society, Martin “Marty” Green serves as Vice President of Government
Relations for the Illinois CPA Society. As the Vice President of Government
Relations, Marty works with the CEO and Board of Directors of the Society to
oversee and implement the legislative and regulatory activities of the Illinois
CPA Society serving the interest of its more than 24,000 CPA and finance
members. Green previously served as Executive Assistant Attorney General for
Illinois Attorneys General Lisa Madigan and Jim Ryan. A graduate of Western
Illinois University and Saint Louis University Law School, he is a practicing
lawyer and member of the Illinois Bar. He holds a number of professional
certifications and is admitted to practice before the state and federal courts.
Green is also a Colonel with the Illinois Air National Guard, and an Eagle
Scout. He is the past president of the Western Illinois University Alumni
Council and is an Adjunct Professor for the Department of Health Sciences.