How do you step into a new role as the directional leader of the firm? How do you go from being a colleague to being a supervisor? How – and when – do you transition client relationships as you move from the project team to the executive team? How do you work with the outgoing person in the role you are going to fill, Board, and existing leadership infrastructure while also implementing your own exciting ideas for change? How much business education do you need? How do you balance strategic initiatives with the day-to-day stuff that made you successful in your career prior to this point? How do you challenge “the way we’ve always done things” without isolating the current leadership team?

The Successful Successor roundtable is an exclusive event for incoming strategic leaders of firms and newly-minted strategic leaders of these firms. The purpose of this seminar is to discuss the highest-level issues facing newcomers to the c-suite and to individuals who are preparing to take on a high level management role in today’s AEC firm. This two-day event includes educational and networking sessions in an upscale setting and is part of Zweig Group’s new Experience Education series.

Dates & Locations

Come and “Experience Education” with Zweig Group. Integrating education and networking with senior C-suite executives in the architecture, engineering, and business environment. We will provide you with a rich and meaningful experience that brings education and personal growth to life.

Contact Melissa Swann for more details:



Day 1
6:00 pm – 8:00 pm – Welcome Meet & Greet Cocktail Party

Day 2
9:30 am – 5:00 pm – Two 1/2 day tours with lunch
6:30 pm – 8:30 pm – Successor Roundtable Kick-Off Dinner

Day 3
8:00am – 3:00pm – Successor Roundtable Discussions

Topic areas include:

  • Role definition
  • Firm organization
  • Leading change
  • Delegating
  • Transitioning from being the successor to identifying and growing your own successor
  • Building the C-suite, especially when you’ve inherited the c-suite from prior leadership
  • Board and governance issues
  • Time management and balancing work & home life
  • Dealing with conflicts
  • Managing firm growth through organic and acquisitions

Your Successful Successor Seminar Retreat registration includes:

All events, tours, drinks and meals

  • Breakfast
  • Lunch
  • Refreshments
  • Pre – “Meet & Greet” Cocktail Party | Wednesday
  • Day One Activity
  • Roundtable Dinner
  • Workbook
  • Transcript of roundtable discussion
    *Registration fee does NOT include lodging.

Meet the Presenters

Director of Consulting
Office: 800.466.6275
Direct: 479.435.6521
Mobile: 479.530.4184
President and CEO
Main: 800.466.6275
Direct: 479.856.6097
Mobile: 501.551.2659

Refund Policy

Cancellations received at least 15 days prior to program date, Zweig Group will issue a full refund.

Cancellations received between 14 days and 4 days prior to program date, Zweig Group will issue credit toward any future training event. Credits are valid for 6 months from issue date.

Cancellations received 3 days or less before a program date, no refunds or credits will be issued. Refunds or credits will not be issued for “no-shows.” Registrants may choose another event or substitute and attendee without penalty at any time.

Please note locations are subject to change when a meeting space has not yet been finalized. Prior to making flight or hotel arrangements, please contact  or call 800-466-6275 for the latest information on hotels, venues and seminars updates.

For immediate assistance
contact us at 800.466.6275.