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 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 before 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.

Industry experts, with extensive experience working with and leading AEC firms, moderate the two-day program. The two-day agenda covers areas of discussion determined by those in attendance. It’s presented in a guided discussion format to encourage dialogue among all attendees.

Zweig Group’s Successful Successor Roundtable is an experiential event designed to help incoming and newly-appointed executives become more effective in their role as the top leader in their company. It’s your opportunity to network with fellow senior firm leaders who are experiencing similar challenges to those you’re facing.  It’s also an opportunity to share your tips and techniques and to learn about industry best practices in leadership.

Successful Successors Roundtable
New Orleans, LA | March 13-15, 2019

Registration fee: $1845.00


Successful Successors Roundtable Retreat
March 13-15, 2019, New Orleans


We will host the Pre-event Meet and Greet, breakfasts and the Roundtable at the Royal Sonesta.

6:00 PM – 7:30 PM  TBD
(Dress is casual – Come As You Are – Have Fun – Door Prizes)

8:00 – 9:00 – Breakfast
9:30 am – 5:00 pm – Two 1/2 day tours with lunch
6:30 pm – 8:30 pm – Successor Roundtable Kick-Off Dinner (0ff-site)

7:30 – 8:30 – Breakfast
8:30 – 3:30 – Roundtable Discussions with lunch

Your Successful Successor Roundtable Retreat registration includes:

  • Breakfasts
  • Lunches
  • Refreshments
  • Pre-event “Meet & Greet” Cocktail Party
  • Day One Activity –  Two 1/2 day architectural and engineering themed tours and lunch in the French Quarter.
  • Day Two – Roundtable Discussion
  • Transcript of Roundtable Discussion
  • Discounted room rate with the Royal Sonesta
    *Registration fee does NOT include lodging.

Come and “Experience Education”  with Zweig Group. We integrate 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 learning and personal growth to life.


  • 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

Successful Successor Roundtable| March 13-15, 2019, New Orleans
Registration fee: $1845.00

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

Satisfaction and Refund Policy: If after attending our event, and you are not completely satisfied, we ask that you, please let us know. We’ll do everything we can to correct the situation, and if we can’t, we’ll refund your money plus $100 to show our appreciation for choosing to do business with us.

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

Cancellations received between 14 days and four days before program date, Zweig Group will issue a credit toward any future training event. Credits are valid for six months from issue date.

Cancellations received three 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 an attendee without penalty at any time.

Please note locations are subject to change when a meeting space has not yet been finalized. Before 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.