Virtual Experience

    &

    Symposium

     

    8 weeks of elevating yourself, your firm, and the industry.

    September 30 – November 19

    Elevating the virtual experience.

     

    The mission of Elevate AEC must continue, and 2020 will be the biggest experience we’ve ever been able to offer. The 2020 Elevate AEC Virtual Experience will be an eight-week event, providing attendees powerful thought leadership and networking opportunities through highly produced live interactions. This virtual experience will include daily doses of keynote speeches, learning sessions, virtual social mixing events, and awards celebrations.

    The Elevate AEC Virtual Experience is proud to present the inaugural ElevateHer Symposium which will include presentations of our 2020 ElevateHer Cohort’s research findings. This is one of the most exciting and requested events of 2020. With one cohort presentation each week, the ElevateHer Cohort presentations will be open to all and for anyone interested in learning more about how to solve the AEC industry’s top challenge: recruitment and retention.

     

    How this is different:

    This is not simply a virtual conference – it is a concentrated collection of knowledge and networking opportunities resulting from our team challenging ourselves to offer something not possible in the traditional in-person event. This program answers the call to elevate yourself, your firm, and the industry in unprecedented times. It includes both free and paid premium selections. The paid premium experience offers unlimited access to an expanded array of premium seminars, webinars, keynote speeches, roundtables, panel discussions, topical happy hours, workshops, and other premium learning and networking opportunities.

     

    Unique opportunity to learn, network, and celebrate with a larger team:

    Elevate your team and expand your knowledge of the best practices in the industry. Previous challenges of costs are eliminated as no travel required – no transportation or hotel costs! Stream all the content LIVE from work or home by yourself or with your team. Team and group discounts available.

     

    Target Audience:

    All AEC staff and leaders interested in networking, learning, and celebrating in a unique virtual environment.

     

    Continuing Education:

    Attendees of this virtual experience can earn up to 30 LU/30 PDH/3.0 CEU of continuing education credits!

    Zweig Group seminars are eligible for Professional Development Hours credits and Continuing Education Units. All attendees receive a certificate of completion indicating the number of hours earned during each seminar. Zweig Group is a registered provider with the AIA, and SMPS.

    Elevate AEC Virtual Experience & ElevateHer Symposium Registration Options

    Free Registration

    The free registration option includes everything that was originally programmed for the in-person Elevate AEC Conference in Denver. The free version includes:

    ElevateHer Symposium & the 2020 ElevateHer Cohort presentations

    Five great keynote speakers by AEC Industry thought leaders

    Panel discussions with our top award winners

     

    Registration Price: FREE

    Premium Registration

    **Everything included in the FREE registration PLUS:

    Access to six Zweig Group seminars: The Principals Academy ($899 value), Elevating Doer-Sellers ($699 value), Project Management for AEC Professionals ($599 value), Leadership Skills for AEC Professionals ($499 value), M&A Next ($499 value), Ownership Transition Strategies ($399 value)

    Panel discussions with thought leaders and industry peers

    Weekly roundtable discussions with industry peers

    Live meetings with Q&A and chat functions

    A $4995 VALUE

    Registration Price: $995

    (EARLY BIRD)

    Group Rates & Firm-Wide Enterprise Licenses Available

    Pricing ($995 Full Price):

    3+ Attendees (20% discount): $796/attendee

    10+ Attendees (30% discount): $696/attendee

    20+ Attendees (40% discount): $597/attendee

    25-100 Attendees (Small Firm Enterprise License): $15,000 total

    101-250 Attendees (Medium Firm Enterprise License): $30,000 total

    250+ Attendees: Pricing varies

    LEARNING SESSIONS IN ORDER OF DATE

    WEEK ONE

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    Chad Clinehens

    President & CEO – Zweig Group

    Elevate AEC Kick-Off Keynote: Using Purpose and Activism to Elevate the Industry

    SESSION DATE: September 30, at 11:00 AM

    The opening address of Elevate AEC 2020 will explore the pillars of the elevate the industry mission, breaking it down to the individual level, and inspire attendees to dream big when it comes to driving performance and change in their firms and the industry. It will serve as the launching pad for the 8-week experience and set up a powerful kickoff of the inaugural ElevateHer symposium.

    Speaker Bio

    Chad Clinehens is the president and CEO of Zweig Group. Passionate about the business side of design and technical service firms, Chad has built a career on leading them through growth and change. He has worked with AEC firms throughout the U.S. on a variety of needs – strategic business planning, turnarounds, partner separations, organizational restructuring, mergers and acquisitions, marketing and sales, growth campaigns, and more.

    As a registered professional engineer, Chad brings an in-depth knowledge of what makes professional service firms and the people who work for them unique. Working in the industry for more than 20 years, he has been involved in many aspects of the business including design, project management, department management, regional office management, and directional leadership. He holds a MBA and BS in Civil Engineering from the University of Arkansas and is a registered professional engineer in several states.

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    Phil Harrison

    CEO – Perkins & Will

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    Gabrielle Bullock, FAIA, NOMAC, IIDA, LEED AP 

    Principal, Director of Global Diversity – Perkins & Will

    Keynote: Social Disruptions and AEC Industry Transformation through JEDI

    SESSION DATE: September 30, at 11:30 AM

    Gabrielle Bullock, FAIA, and Phil Harrison, FAIA will discuss the imperative for elevating and transforming the AEC industry in response to the convergence of today’s societal forces that threaten the future of the AEC industry. They will share their experiences and approach in leading Perkins and Will and the industry through this convergence from the JEDI — justice, equity, diversity and inclusion— lens.

    Convergence – the convergence of social, environmental, and economic forces have compounded problems and at the same time may be revealing solutions. How can the AEC respond to these forces to solve for multiple problems?

    Elevate – The AEC industry promotes itself for innovation and transformation, but we, as an industry, are slow to change in many ways, especially with diversity. NOW is the time to challenge the status quo and lead through the JEDI lens.

    Reimagine – What is the motivation to change? Economic recession? Health crisis? Social and racial injustice? “Hunkering down” to survive, the typical response will not cut it anymore or help our industry, and we need to look beyond merely surviving through tough times. The convergence of forces is creating a burning platform for change.

    Phil Harrison Bio

    As Chief Executive Officer, Phil is responsible for Perkins and Will’s strategic focus and business performance. He is directly involved with the firm’s quality initiatives including design excellence, sustainability, and technical delivery; he oversees firm growth, diversification, and development; and he defines the firm’s business objectives for performance, collaborative operations, and staff development.

    Phil joined the firm as an Architect in 1993, working with science + technology, education, healthcare, and corporate clients. He has served as the firm’s President, a member of the firm’s Board of Directors, and Managing Director of one of the largest regional practices in the firm.

    Phil is involved in a number of community and civic organizations nationally and in Atlanta, Georgia, where he lives with his family.

    Gabrielle Bullock Bio

    Gabrielle oversees Perkins+Will’s Diversity, Inclusion, and Engagement program, which works to support and strengthen a firmwide culture that embraces a diversity of people, colors, creeds, credos, talents, thoughts, and ideas. Her unique role as an award-winning principal and the firm’s Director of Global Diversity enables her to combine her passion for architecture and social justice to effect positive change at a micro and macro level. Gabrielle is regularly sought out around the world for her leadership and expertise in issues of social equity in architecture, including race, ethnicity, gender, sexual orientation, religion, and physical and mental ability.
    Gabrielle has been a key player in Perkins+Will’s success for nearly three decades. She’s worked in both the New York and Los Angeles offices, and became the first African-American and first woman to rise to the position of Managing Director of the Los Angeles office. Over the course of her career, she has led numerous complex and high-profile projects, including the Ronald Reagan UCLA Medical Center, one of the largest building projects ever completed for the University of California system.
    Gabrielle graduated in 1984 from the Rhode Island School of Design with degrees in fine arts and architecture, becoming the second African-American woman in history to earn an architecture degree from that university. In 2014, she was elected by her peers as a Fellow of the American Institute of Architects (AIA), and served on the AIA’s Equity in Architecture Commission. She is a member of the National Organization of Minority Architects (NOMA), a past board member of the Girl Scouts of Greater Los Angeles, and a board member of the Center for Architecture and Urban Design Los Angeles and the International Interior Design Association. She served as the 2018-2019 President of the International Interior Design Association (IIDA). Gabrielle is the recipient of the 2020 AIA Whitney Young Jr award for her commitment to advancing diversity in the architecture profession.

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    Chad Clinehens

    President & CEO – Zweig Group

    Keynote: State of the Industry and the Journey Map for Elevate AEC 2020

    SESSION DATE: October 1, at 11:00 AM

    This session will look back and look forward though an extraordinary year. From the data and the stories of award-winning firms and beyond, we’ll explore the dramatic changes and what could be ahead for AEC firms. This session will also outline the 2020 Elevate AEC Experience, providing attendees the information they need to create a map for their personal and professional journey that will finish 2020 strong and be inspired for a great 2021.

    Speaker Bio

    Chad Clinehens is the president and CEO of Zweig Group. Passionate about the business side of design and technical service firms, Chad has built a career on leading them through growth and change. He has worked with AEC firms throughout the U.S. on a variety of needs – strategic business planning, turnarounds, partner separations, organizational restructuring, mergers and acquisitions, marketing and sales, growth campaigns, and more.

    As a registered professional engineer, Chad brings an in-depth knowledge of what makes professional service firms and the people who work for them unique. Working in the industry for more than 20 years, he has been involved in many aspects of the business including design, project management, department management, regional office management, and directional leadership. He holds a MBA and BS in Civil Engineering from the University of Arkansas and is a registered professional engineer in several states.

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    Michael Brown

    Executive Coach – Insight Leadership Group

    The Art of Relational and Results-Focused Leadership

    SESSION DATE: October 1, at 12:00 PM

    Become a leader who can communicate with clarity and inspiration. Be a transformational leader instead of a transactional boss. Explore how to get results while enhancing relationships instead of navigating constant stress and turmoil. Lead with healthy relationships, accomplish the rights results and experience rest as a leader.

    • Communicate with clarity and inspiration
    • Be heard and understood
    • Find rest and be healthy

    We are tired of seeing leaders going home physically and emotionally drained and feeling ineffective. Insight takes a data-oriented approach to developing leaders’ soft skills, while leveraging their strengths. We help them [Rest. Hustle. Grind.] so they can be transformative and healthy leaders who love life at work and love life at home. 

    Speaker Bio

    Michael Brown is a husband, father, leadership practitioner, entrepreneur, author, and church planter. Michael has extensive experience coaching, training, facilitating and developing leadership programs for some of the world’s largest organizations and best-known brands. He holds a Master of Arts in Strategic Communication and Leadership from Seton Hall University. Michael is a certified TotalSDI facilitator, Core Strengths facilitator and DiSC certified. He has also served as an adjunct instructor at the University of Arkansas, Ozark Christian College, and Cincinnati Christian University.

    Michael has developed customized leadership training programs and curriculum for the past seven years for senior level leadership. Michael also launched Thrive Christian Church in Fayetteville, Arkansas. In his spare time, he makes divots in fairways, tries to fly fish, mountain bikes and coaches his kids’ U8 and U12 world championship soccer teams. Okay, they might not be world champions yet.

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    Peter Atherton

    President & Founder – ActionsProve

    Leadership, Engagement, and Burnout Prevention in a World of COVID and Change

    SESSION DATE: October 1, at 1:00 PM

    Times have changed and there is no going back. In addition to doing more to ensure business and client success, leaders must continue to do more to ensure team and organizational success – and this is especially true as we proceed through the COVID-19 crisis and our changing social constructs. This session is specifically designed to help leaders focus on what has changed, see the opportunities presented, and learn how to achieve new levels of sustainable, new era success without burning out.

    Speaker Bio

    Peter C. Atherton, P.E. is an AEC industry insider having spent more than 24 years as a successful professional civil engineer, principal, major owner, and member of the board of directors for high-achieving firms. Pete is now the President and Founder of ActionsProve, LLC (www.actionsprove.com), author of “Reversing Burnout. How to Immediately Engage Top Talent and Grow! A Blueprint for Professionals and Business Owners”, and the creator of the I.M.P.A.C.T. process. Pete is also the host of The AEC Leadership Today Podcast (https://actionsprove.com/podcast/) and leads The AEC Leadership Mastermind (http://www.actionsprove.com/what-we-do/mastermind). Pete works with AEC firms to grow and advance their success through enhanced strategic planning, executive coaching, leadership and management development, performance-based employee engagement, and corporate impact design. Connect with him at pete@actionsprove.com.

    WEEK TWO

    June Jewell

    June Jewell

    President – AEC Business Solutions

    Bottom-Up Leadership – Break the Old-School Model in Your A&E Firm and Create a Relevant and Future-Focused Firm

    SESSION DATE: October 6, at 11:00 AM

    Today’s young engineers don’t want to work for a traditional firm that requires them to work their way up the ladder in order to be heard. Your young staff have great ideas, yet most firms don’t leverage the talents of their staff or give them a voice in how to be more effective and competitive. 

     This session will reveal a breakthrough formula for running your A&E firm that will transform your culture, attract young talent, reduce turnover and provide necessary overhauls to established and old-school ways of running the business.  

    Learning Objectives: 

    • Change how you think about your firm and staff and the benefits of engaging employees in business management and leadership 
    • Understand how bottom-up leadership can transform your culture and increase profits 
    • Learn how to transform your old-school business practices into future-ready and competitive business advantages
    • Get your employees to think like owners and take responsibility for the firm’s financial success

    Speaker Bio

    June R. Jewell, CPA, is a business management consultant to the Architecture and Engineering industry and author of the best-selling book, Find The Lost Dollars: 6 Steps to Increase Profits in Architecture, Engineering, and Environmental Firms. For over 25 years she ran a successful business and Deltek consulting practice and is now focused on working with A&E firm leaders to help them improve their processes and systems, and give them the tools they need to be able to hold their employees and managers accountable to increase profitability. June is President of AEC Business Solutions, offering business assessment tools and business management training programs designed to help A&E firms increase profits and groom their project managers and future leaders for success.

    MARK C. ZWEIG

    Founder & Chairman – Zweig Group

    Chad Coldiron

    Director, Executive Search – Zweig Group

    Best Practices for Board of Directors

    SESSION DATE: October 6, at 12:00 PM

    A Board of Directors is a high-powered group of individuals that represent the interests of shareholders in an organization. In the AEC industry, these thought leaders are tasked with a range of important duties and greatly influence the direction of the firm as well as the lives of their employees. Boards of Directors once served as an exclusive “club” with figureheads acting in their own best interest, but AEC firms today are breaking this trend. In this session, Mark Zweig will share what he has learned over decades of serving on multiple AEC industry boards, distilled into best practices that you can apply at your own board to fuel strategic thought, growth, and long-term value creation.

    Mark Zweig Bio

    Mark is known as a leading expert in management and business for the architecture, engineering, planning, and environmental industry. Approaching four decades as a student of the industry, Mark knows AEC firms inside and out. While he started working in bike shops at the age of 12, he began his professional career in a management consulting firm specialized in the construction and development industries, followed up by work as a principal and manager in two different AEC firms.

    Over the course of his career, Mark has worked with AEC firms of virtually all sizes and types throughout the U.S. and abroad and helped them solve just about every problem, including developing strategy, turnarounds, partner separations, organizational restructuring, mergers and acquisitions, reenergizing marketing, cash flow crises, ownership transitions, and much more.

    Mark founded Mark Zweig & Associates in 1988, which later became Zweig White in 1994, and then Zweig Group in 2014. Zweig Group, today based in Fayetteville, Arkansas, has been named to the Inc 500/5000 list of fastest-growing privately-held companies three times.

    Mark is the author of more than a dozen books on various management and business topics for AEC firms, and has co-authored several more. He has served on the BODs of many different privately-held AEC firms, ranging from $10 million to $200 million in annual revenues.  He is an Executive-in-Residence teaching entrepreneurship at The Sam M. Walton College of Business at the University of Arkansas and in the Fay Jones School of Architecture as an adjunct professor, also at the University of Arkansas.

    Mark received both his MBA and BS in Organizational Behavior from Southern Illinois University at Carbondale. He was named to the SIU-C College of Business Hall of Fame in 1992, elected to the College of Business Board of Advisors in 1999, and named Chairman of the Advisory Board in 2002.

    Chad Coldiron Bio

    Chad Coldiron is Zweig Group’s Director of Executive Search. Passionate about team building and working along side design firms to enhance their team’s overall presence in the AEC industry. His professional background has included experience in the areas of leadership, retention, recruiting, sales, risk management, social behaviors and contract negotiation.

    Prior to joining Zweig Group, Chad developed and directed the client retention department for one of the fastest growing independent insurance brokerages in the U.S. Since joining Zweig Group as a consultant he has worked with AEC firms throughout the U.S. on a variety of strategic hiring initiatives as well as organizational restructuring, ownership transition, employee training, marketing, and growth campaigns. He brings a unique approach to building the right teams in order maximize the client’s growth potential while driving down their overall cost per hire.

    Chad launched his career by developing strong and valuable relationships in the local and professional communities around Northwest Arkansas. He holds a BS in Financial Management from the University of Arkansas’ Walton College of Business. Outside of his work at Zweig Group, he enjoys live music, sports, bonsai, antiques, cooking for his friends and family, and playing fetch with his dog until his arm gives out.

    Lisa Kay

    Chief Operating Officer of Environmental Health Sciences Vertical – NV5

    Melinda Johnson

    Executive Vice President of Building Technologies – NV5

    Dr. Carl Henderson, PhD, PE, GE

    Chief Diversity Officer – NV5

    Jessica Killian

    Managing Director – NV5

    Keynote: It’s Different Here! Diversity and Inclusion Drives #1 Hot Firm’s Culture and Performance

    SESSION DATE: October 7, at 11:00 AM

    NV5 has been a successful high growth firm year over year through a focus of putting our best people in front of our clients.  Many of our leadership positions at NV5 are held by women. Three of the women from our talented team of leaders at NV5 will share their personal experiences and examples of the NV5 difference. Joining them to discuss our recent initiatives at NV5 to increase diversity and inclusion is Dr. Carl Henderson, the newly appointed Chief Diversity Officer at NV5.

    Lisa Kay Bio

    Lisa Kay is Chief Operating Officer of Environmental Health Sciences Vertical at NV5 where she leads a team of high performing environmental, health, and safety consultants with the mission of delivering solutions and improving lives.

    Lisa’s technical work is primarily related to policy and strategy support for municipal government, federal government, and industrial clients. Together with her team of experts, she has been providing support to clients related to COVID-19 industrial hygiene and infection control. She was appointed to the EPA Environmental Finance Advisory Board Technical Expert Working Group on Stormwater Infrastructure in 2019. She is an invited member of the International Coalition for Sustainable Infrastructure, a global coalition of change agents working together to accelerate innovation, adoption, and scaling of strategic resilient and sustainable infrastructure solutions. Lisa is an active member of the San Diego Regional Chamber of Commerce where she sits on the Board of Directors, the Management Committee, and serves as the Chair of the Public Policy Committee.

     

    Lisa has spent much of her career building and growing environmental firms. She successfully grew three underperforming companies into profitable firms that ultimately lead to their acquisition. In 2019 Lisa’s most recent company, Alta Environmental, was acquired by NV5. Lisa joined Alta as a partner and its President in 2014, building and growing revenue by more than 83%. Under her leadership, Alta was recognized for growth and employee engagement through numerous awards including “Top 100 Fastest-Growing Private Companies in Los Angeles”, “Environmental Business Journal Small Business Growth – 2017”, three consecutive The Best Firm to Work For Awards, and two consecutive Hot Firm Awards. Today she serves as the Chief Operating Officer of NV5’s Environmental Health Sciences Vertical a four consecutive year #1 Zweig Hot Firm

    Melinda Johnson Bio

    Melinda Johnson is Executive Vice President of Building Technologies at NV5. She leads a team of engineers, construction and program managers, commissioning authorities, and technology design professionals who play a significant role in shaping the communities where they work through cost-effective and sustainable projects. As leader of her group, she has introduced innovative approaches to the design and commissioning of systems and technology in buildings, campuses, and facilities.

    Melinda is passionate about working as a team towards a shared goal and spearheads efforts to develop collaborative opportunities to drive organic growth. She is committed to supporting and advancing women and minorities in the architectural, engineering, and construction industry, and currently serves on the National Board of the Professional Women in Construction.

     

    Throughout her 35-year career, Melinda has developed MEP teams in major US cities, including Philadelphia and Chicago, and worked extensively with high-profile clients, including the Port Authority of New York and New Jersey, Thomas Jefferson University Hospital, and Dormitory Authority of the State of New York. Prior to joining NV5, she served as Vice President and Operations Manager for the Buildings & Facilities Division at STV and Principal Engineer at Stantec.

     

    Melinda is a registered Professional Engineer in six states and holds a Bachelor of Science in Mechanical Engineering and a Master of Business Administration in Finance.

    Dr. Carl Henderson Bio

    Dr. Carl Henderson, PhD, PE, GE was recently appointed as NV5’s Chief Diversity Officer (CDO).  In the CDO role, Carl leads the Diversity and Inclusion Program at NV5, driving initiatives to increase diversity across the NV5 organization  and promoting and environment of trust, respect, and inclusion. With his experience in various mentoring organizations and affiliations, Carl understands the importance in being intentional and proactive in affecting change.

    Carl  joined NV5 in 2018 as Director of the Construction Quality Assurance Group in Southern California.  Carl’s more than 22 years of experience in geotechnical  engineering project roles include project management, subsurface evaluation, and execution of various geotechnical engineering, soils and materials testing, field instrumentation, and construction oversight projects for a diverse array of clients.  Carl has been Geotechnical Project Manager for many large transportation, levee/dam water impoundment, commercial, industrial, and institutional development projects within California and Pennsylvania. He also is experienced in leading and managing multi-disciplinary offices. A results-oriented, practical professional with strong leadership skills, his passions include  team building, motivating, training, and mentoring. A co-author of several published technical papers, Carl is a registered Professional Engineer and Geotechnical Engineer and holds Master of Science and PhD degrees in Civil/Geotechnical Engineering from the University of Pittsburgh. Carl also previously served as an Infantry Officer in the United States Army Reserve and Pennsylvania Army National Guard.

    Jessica Killian Bio

    Jessica has more than 17 years of experience in engineering design, project management, and lender and owner representative services. This experience includes schedule reviews, cost control processing, project team management, construction document review, contract review, and implementation of owner programs. Jessica has experience with municipal, educational, residential, commercial, office and mixed-use projects nationwide. Her strengths include strong communication skills, knowledge of industry practices and procedures, and a dedicated and thorough approach to all projects. A strong interest in math and buildings led Jessica into architectural engineering, but a desire to work with people and have an impact throughout the development process brought her to project management.  Jessica has a degree in Architectural Engineering from the University of Wyoming, and a Masters of Engineering in Construction Management degree from the University of Colorado-Denver.  She is a licensed Professional Engineer, as well as a certified Project Management Professional.  Jessica’s role as Managing Director at NV5 emphasizes her skills in bringing people together towards a common goal, asking the key questions, and following through with results.

     

    Jessica is also a guest lecturer at numerous front range universities including Denver University, University of Colorado-Denver, and University of Wyoming.  Jessica is also involved in departmental advisory boards at University of Colorado-Boulder, University of Colorado-Denver, and University of Wyoming.  She is Secretary of the local chapter of the Construction Management Association of America, and service as student liaison for their local collegiate chapters.  Jessica is an advocate of women in the construction industry and a mentor for her internal team.  Jessica’s pending publication through ASCE details recommendations for implementation on pull planning, which supports her desire to provide useful tools for the construction industry.

     

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    Daniel Britton

    Director of Professional Services Practice – IMA Financial Group

    AEC Insurance Market Update

    SESSION DATE: October 8, at 11:00 AM

    The Insurance Market Update will provide attendees with an overview of the current insurance market. We will discuss macro-economic factors, including the ongoing COVID-19 pandemic, and their impact on the insurance industry and the ramifications to AEC firms. Once the stage is set, we will do a deep dive into specific lines of insurance impacting AEC firms with a focus on professional liability.

    Speaker Bio

    Dan joined IMA as Director of Professional Services Practice in 2019 to lead the Professional Services Practice across all markets. Dan works to help clients in the design, construction, legal and other industries manage complex professional liability and property and casualty risks inherent to their businesses. He is passionate about providing best-in-class service to his clients and maintaining solid relationships with the underwriting community to advocate on behalf of those clients. His team is responsible for the negotiation and placement of insurance programs, managing the renewal process, and quarterbacking the delivery of all IMA services (claims, alternative risk finance, actuarial analysis, loss control, etc.) as needed. In addition, Dan is viewed as a strategic consultant and is frequently engaged by clients to provide guidance on their most complex endeavors. He enjoys understanding the unique elements of individual clients and/or projects and pursuing creative solutions to those challenges, whether through insurance, contractual transfer elsewhere, or alternative risk finance opportunities.

    Prior to joining IMA, Dan spent 13 years working for a Top 10 brokerage firm where he led a team focused exclusively on clients with significant professional liability exposures. This included one of the world’s largest design/build EPC contractors with operations on 6 continents (ENR Top 10 Contractor), one of the nation’s largest transportation engineers (ENR Top 15 Design Firm), a large power engineer (ENR Top 15 Design Firm); and three other ENR Top 100 Contractors. On behalf of these clients, Dan pursued and implemented a never ending combination of program structures that included large deductibles, captives (group, single parent, rent-a-captive), facultative reinsurance, and fully manuscript policies, all while ensuring day-to-day services were maintained at the highest standards.

    WEEK THREE

    Multiple

    Multiple Speakers

    Courage and Leadership Award Winner Celebration and Panel Discussion

    SESSION DATE: October 14, at 11:00 AM

    We will announce the 2020 Jerry Allen Courage In Leadership Award winner and follow with a panel discussion of previous award winners. Attendees will be inspired by stories of courage and leadership success, learning how they can make a greater difference in their organizations.

    PANELISTS: To be announced soon.

    CZ

    Christy Zweig Niehues

    Director, Research & EE-Commerce – Zweig Group

    Tyler

    Tyler Thompson

    Research Manager – Zweig Group

    Data Insights from Zweig Group’s Research Team

    SESSION DATE: October 15, at 11:00 AM

    As the leader in research and industry statistics, Zweig Group publishes over 20 studies each year, covering every major topic in AEC firms today and amassing over 2.4 million data points. This session will present a “highlight reel” of some of the most fascinating finds from across our industry studies on everything from COVID-19 impacts to project management techniques to benchmarking metrics.

    Christy Zweig Niehues Bio

    Christy Zweig Niehues has a long history of involvement with management consulting and the AEC industry. She has held a number of roles at Zweig Group, including writing and researching for The Zweig Letter, and civil + structural ENGINEER magazine.  She currently is the firm’s marketing director as well as the leader of the marketing consulting division.

    Christy has a passion for online marketing and has worked with many AEC Firms to find the best processes and methods to drive new and repeat business for their individual organizations. Her marketing experience also includes work at The Sustainability Consortium, as a licensed Real Estate Agent, and she runs a horse boarding and training operation for off the track thoroughbreds.  She holds a master’s degree in business administration and a bachelor’s degree in English from the University of Arkansas.

    Tyler Thompson Bio

    Tyler creates benchmarking tools and publications through online surveys completed by AEC industry firms across the world. He also provides weekly trendlines for The Zweig Letter and bimonthly press releases for survey publications in the Civil+Structural Engineer Magazine.

    Tyler holds a BS in Biomedical Engineering from the University of Arkansas with a minor in Mathematics. His passion for statistical analysis brought him to Zweig Group in July of 2018

    Multiple

    Multiple Speakers

    How We Built This: The Growth Mindset

    SESSION DATE: October 15, at 12:00 PM

    Leading a firm or team with a growth mindset isn’t easy, but it’s an awful lot of fun. Join us for a panel discussion with AEC firm leaders about growth success stories and growing pains and what they’ve learned along the way as they’ve cultivated a growth culture in their firms.

    WEEK FOUR

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    Randy Wilburn

    Consultant – Zweig Group

    Podcasting Your Way to Brand and Thought Leadership

    SESSION DATE: October 20, at 1:00 PM

    With over, 1-Million shows, Podcasting is one of the fastest-growing digital mediums.  Learn how to leverage Podcasting, to brand your firm, and tell your story both externally to the world and internally to your team.  There has never been a better time to do this.  In about an hour, you will learn how to come up with a show theme,  decide what type of homegrown talent you have available or how to hire someone to help you get the podcast started, and finally, some of the essential audio tools necessary to sound like NPR.

    Speaker Bio

    Randy first worked for ZweigWhite in the firm’s executive search team in the 1990s/2000s, and was an owner in the firm. He left the firm when it was sold in 2004 to join a private equity group. When Zweig Group returned to the hands of the original founding partner, Mark Zweig, Randy rejoined the firm to help them rebuild a key part of their business.

    Randy is an accomplished author, speaker, consultant, trainer, and business coach. He is one of the nation’s leading experts on a variety of topics including leadership skills, strategic planning, and small business development. Randy has been featured in Business WeekThe Boston Globe, and the Blog of Timothy Ferriss, Author of the NY Times Best Seller, “4 Hour Work Week.”

    Randy is a graduate of Howard University and The Summer Leadership Institute at Harvard University. He is a certified Business Coach and a Teacher in Biblical Entrepreneurship through the Nehemiah Project.

    Bill McConnell low res

    Bill McConnell, PE, JD, MSCE, CDT

    CEO – The Vertex Companies

    Keynote: Embrace the Chaos – How AEC Firms Can Reduce Risk and Flourish Through Recessionary Cycles

    SESSION DATE: October 21, at 11:00 AM

    Times have changed and there is no going back. In addition to doing more to ensure business and client success, leaders must continue to do more to ensure team and organizational success – and this is especially true as we proceed through the COVID-19 crisis and our changing social constructs. This session is specifically designed to help leaders focus on what has changed, see the opportunities presented, and learn how to achieve new levels of sustainable, new era success without burning out.

    Speaker Bio

    Bill McConnell, co-founder and CEO of The Vertex Companies, Inc.(VERTEX), has worked in the construction industry for nearly his entire life. He rose through the ranks from a union construction worker during high school and college summers, to a project engineer at a top 50 construction company, to a senior executive at VERTEX. In addition, Bill is a top expert witness for construction disputes as he has testified approximately 170 times, most notably for cost and/or standard of care opinions. Many construction, engineering, and law organizations have published Bill’s articles and reports over the past two decades. Bill is a lifelong learner (MS, JD, and PhD student) and a firm believer in the value of industry-academic collaborations.

    Since the inception of VERTEX in 1995, Bill has led the organization by example. Under his leadership, VERTEX has seen consistent year-over-year growth of more than 20%. Twenty-five years later, in addition to setting strategy and leading VERTEX, Bill works on billable projects while also contributing as an active teacher and student in academia. Bill has a Bachelor of Science degree in Civil Engineering from the University of Maine, a Juris Doctor degree from the University of Denver, and a Master of Science degree from Columbia University. Bill is working towards his Doctor of Philosophy degree in Civil Engineering from the University of Colorado. He also completed a part-time three-year business program at Massachusetts Institute of Technology. Bill serves on the Industry Advisory Board for the University of Colorado Denver (CU) Construction Engineering and Management program.

    Multiple

    Multiple Speakers

    The 2%: A Conversation with Young Principals

    SESSION DATE: October 22, at 11:00 AM

    According to Zweig Group’s 2020 Principals, Partners, and Owners Survey of AEC Firms, only 2% of AEC firm owners are 40 years old or younger. During this facilitated panel discussion, we’ll meet some of these “two-percenters” and discuss their experience and how their objectives and perspectives overlap with and diverge from the “other 98%” of AEC firm owners.

    WEEK FIVE

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    Charles Pooley

    CEO – Workfolio

    Transforming Project Pitches for a New, Virtual World

    SESSION DATE: October 27, at 1:00 PM

    In this session, Charles Pooley, CEO of Workfolio will share technology innovations that are helping firms modernize how they pitch projects in a new, virtual world by using co-branded client microsites, team profile intelligence, and interactive case studies. Charles will also share industry trends that are driving the future of how AEC firms stand out in the marketplace, improve overall client experience (CX) digitally, and improve project win-rates.

    Speaker Bio

    Charles Pooley is the founder & CEO of Workfolio, a leading developer of professional visibility and client experience solutions for firms in more than 100 countries worldwide.

    His technology innovations have won numerous industry awards and he has been featured on Bloomberg Television, CNBC, Forbes, US News, and BBC. In addition to Workfolio, Charles has an extensive background in technology and marketing, and at age 30 was one of the youngest public company CIO’s in America.

    2018 P Bernstein Cropped Shot

    Phil Bernstein

    Associate Dean and Professor Adjunct – Yale School of Architecture

    Keynote: PEDAGOGY, PRACTICE, PROFESSION: Opportunities in a Post-Pandemic Market

    SESSION DATE: October 28, at 11:00 AM

    The sudden jolt of the COVID-19 pandemic has forced the profession of architecture into new modes of teaching, new strategies for practice, and potentially new options (good and bad) for the future of the profession. This talk will examine what trends were shifting the operating context of architecture and how they might accelerate—or disappear—as the marketplace adjusts to post-pandemic realities.

    Speaker Bio

    Phillip G. Bernstein is an architect and technologist and Lecturer in Professional Practice at the Yale School of Architecture, where he has taught since 1988. He was formerly a Vice President at Autodesk, where he was responsible for setting the company’s future vision and strategy for technology as well as cultivating and sustaining the firm’s relationships with strategic industry. Phil was the executive responsible for Autodesk’s Waltham AEC Headquarters project, which received more than 14 architectural awards including those from the American Institute of Architects, Business Week/Architectural Record, the Association of General Contractors and Interiors Magazine. Prior to joining Autodesk, he practiced architecture as a principal at Pelli Clarke Pelli Architects where he managed many of the firm’s most complex commissions. He writes and lectures extensively about practice and technology, and has been published in Architectural RecordArchitectureArchitecture+UrbanismDesign IntelligenceFast CompanyFortuneArchitectural Design and Perspecta. Phil was co-editor of Building (In) The Future: Recasting Labor in Architecture, published in 2010 by Princeton Architectural Press, as well as BIM in the Academia: Technology’s Implications for Practice and the Academy in 2011. He is currently writing a book for Birkhauser Publishers on the intersection of design methods, technology and architectural practice. Phil was honored twice by DesignIntelligence as one of the “30 Most Admired Educators in Architecture”. Phil received a Bachelor of Arts magna cum laude with Distinction in Architecture from Yale University and a Master of Architecture also from Yale. He is a a Senior Fellow of the Design Futures Council, a Fellow of the American Institute of Architects, and former Chair of the AIA National Contract Documents Committee. He is licensed to practice in California.

    WEEK SIX

    Kelly Steckel

    Kelly Steckel

    Founder & Director – VOOU Studio

    Make Every Communication Count in the “New Normal”

    SESSION DATE: November 2, at 11:00 AM

    Description: In the past, the virtual experience was balanced with in-person, customized engagement necessary for leaders and client-facing teams to build trusting relationships with clients, suppliers, and teams at home and abroad and learn about their motivations, needs, and expectations. For companies operating globally, those engagements, and in-person face-time, was essential to unpacking the many layers and nuances of the cultures in which they operated; to better understanding the differences in attitudes and values critical for effective communication and performance. It still is.

    Then COVID-19 hit and abruptly forced us to drastically shift how we do everything from how we operate our businesses to the way we engage and effectively communicate at home and abroad.  Some are even trying to force their in-person processes to work in a virtual world. P.S. they don’t. But what does?

    Join this lecture to hear from Kelly Steckel, Founder & Director of VOOU Studio, AND LEADERS ALL ACROSS THE GLOBE who will share with you how you can effectively engage, communicate and connect with clients in this current version of the “new normal” and take an innovative approach to how you:

    – Build relationships, differentiate, and win projects virtually
    – Enable your teams to create meaningful experiences and engage buyers in new, modern ways
    – Communicate by understanding the different communication styles linked to culture, and some simple strategies to improve effectiveness

    VOOU Studio is a client-centric, marketing-driven sales enablement firm, helping B2B service providers engage more effectively, boost sales productivity, and win more projects.

    Multiple

    Multiple Speakers

    Hot Firm Award Winner Celebration and Panel Discussion

    SESSION DATE: November 4, at 11:00 AM

    We will celebrate the 2020 Hot Firm list with a video countdown of the list, including celebration footage submitted from winning firms. The video celebration will be followed by a panel discussion of the top 5 Hot Firms. Attendees will celebrate success while learning new ways to drive growth from the fastest growing firms in AEC.

    PANELISTS: To be announced soon.

    WEEK SEVEN

    Dawson Fercho

    Dawson Fercho

    Vice President of Business Development – CTA

    Research & Design Tax Credit: 4 Common Mistakes Interpreting Its Merits

    SESSION DATE: November 9, at 11:00 AM

    This webinar broadcast serves as an overview of current rules and legislation governing the Federal Research and Development (R&D) tax credit, how it applies to the A\E\C industries. Learn 4 common mistakes business leaders, and their trusted financial advisors, make when evaluating the merits and alignment of this incentive within the design industry

    Target Audience
    If you are a Shareholder, Principal, Financial Advisor, CPA, CFO, Controller, Owner, Business/OPS Manager, as well as supplier to the AEC industry, this is the educational session for you. If you are curious to find other avenues of reducing overhead rates (specifically direct labor expenses), increasing cash flow, increasing profit-To- Earnings Ratios, permanent tax savings, reduction in effective tax rates, and an alternative source of cash to fund growth in technical-based jobs, this will be the most valuable session of our Summit experience this week.

    Learning Objectives
    Upon completion of this education session, participants will be able to:
    • Understand more deeply the congressional intent (why it exists) of this federal incentive program
    • Understand how Congress defines R&D activity; much different from wikipedia
    • Recognize the types of activities that qualify for the R&D tax credit
    • Discuss the mechanics of the tax credit calculation

    Speaker Bio

    Dawson Fercho is the partner-founder of Corporate Tax Advisors, Inc. He brings over 20 years of consulting experience, 15 years exclusively focused on the Federal Research Tax Credit, working with the accounting industry and small to mid-size manufacturing, technology, engineering, architecture and construction clients. In his current role for Corporate Tax Advisors, Inc., Dawson is responsible for all areas of client service and overseeing CTA’s marketing and business development. Dawson is also a tax professional licensed by the U.S. Treasury Department, allowing representation of tax clients in all 50 states. Prior to CTA, Dawson held numerous senior level management roles with some of the largest technology and communication firms in the country.

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    Edward Renenger

    President & CEO – SES ESOP Strategies

    Is Employee Ownership Right for Your Firm?

    SESSION DATE: November 10, at 1:00 PM

    An ESOP, or employee stock ownership plan, provides a tax-advantaged solution that can meet a company’s needs in a variety of situations. ESOPs can be used to generate shareholder liquidity, create a market for the shares of a closely held company, increase employees’ productivity by making them beneficial owners, and support a tax-advantageous exit strategy for departing shareholder(s). Ed Renenger, President and CEO of SES ESOP Strategies, will provide an introduction to ESOPs and review the benefits, risks and process involved in establishing employee ownership in your firm.

    Speaker Bio

    Ed is President and CEO of SES ESOP Strategies, a Stevens & Lee/Griffin-affiliated company, and co-chair of Stevens & Lee’s ESOP Group and its Employee Benefits and Executive Compensation Group. He concentrates his practice in helping companies navigate the complexities of ESOPs.

    Multiple

    Multiple Speakers

    Best Firms to Work For Award Winner Celebration and Panel Discussion

    SESSION DATE: November 11, at 11:00 AM

    We will celebrate the 2020 Best Firms To Work For with a video countdown of the list, including celebration footage submitted from winning firms. The video celebration will be followed by a panel discussion of the top 2020 winners from various categories. Attendees will learn from the top AEC firms that are leading the way in creating a workplace that inspires, motivates, and rewards employees.

    PANELISTS: To be announced soon.

    erica-olsen-new

    Erica Olsen

    COO and Co-Founder – OnStrategy

    jeff-brunings-new

    Jeff Brunings

    Senior Strategist – OnStrategy

    Emerging Shifts Leaders are Making to Adapt Strategy During Market Uncertainty

    SESSION DATE: November 11, at 1:00 PM

    The world has changed and so has strategy. Recent market unpredictability is driving leaders to bring about significant shifts in how strategy and its implementation are supported.  In partnership with Zweig Group, OnStrategy will share top shifts leaders are making within themselves, their teams, and throughout their organizations to best respond to market adversity and stay focused on performance. Learn how companies are adopting agile planning and real-time performance management of their corporate strategies, including tools and processes for accelerating impact.

     Outcomes: In this learning session, you will learn shifts leaders are making to apply agile planning & management practices to lead and align their organizations.

    Erica Olsen Bio

    Leads OnStrategy with a dedication to the creation and execution of great mission driven strategies for organizations around the globe.

    Expertise:
     Internal and external assessments
     Facilitation
     Brand Strategy
     Executive Team and Board Retreats
     Culture Shift
     Team Leadership
     Business Development and Performance Management
    Professional Experience:
    Erica is the COO and co-founder of OnStrategy. She’s dedicated the last 20 years to growing OnStrategy
    with one goal in mind—helping organizations from around the globe create and execute their strategic
    vision. She and the OnStrategy experts work with leadership teams around the globe—businesses,
    nonprofits, governments, tribes and school districts that share one thing in common: the desire to have
    a bigger impact within their sphere of influence and the world.
    • Government: City and County of San Francisco, City of Reno, Washoe County, Charlotte-
    Mecklenburg Police Department, Dona Ana County, Reno-Tahoe Airport Authority, Nevada Division
    of Wildlife
    • Healthcare: St. Mary’s Health Plans, Keystone Healthcare Management
    • Financial Services: Fairwinds Credit Union
    • Education: Alaska North Slope Borough School District, Anchorage School District, Fairbanks
    Northstar School District, Washoe County School District, Kenai School District
    • Sustainability: Patagonia, Outdoor Industry Association
    • Technology: Microsoft, SEO Monitor
    • Tourism: Reno-Sparks Convention & Visitors Authority, MGM Resorts
    • Non-Profit: The Make-A-Wish-Foundation, Tahoe Fund, Northern Nevada Children’s Cancer
    Foundation, Tahoe-Pyramid Bikeway
    Education: Master’s of International Business Management from Thunderbird School of Global
    Management; Bachelor of Arts in Communication, University of Nevada, Reno.
    Publications: Strategic Planning for Dummies and Strategic Planning Kit for Dummies (2011).
    About Erica:
    Through consulting services, software, books and YouTube, Erica reaches one million people annually with
    the aim to simplify the critical practice of growing and leading strategically. OnStrategy’s philosophy is built
    on a belief in the power of focus, alignment and engagement to transform organizations and communities.

    An engaging and experienced speaker and facilitator, Erica delivers her training and speaking around the
    world. She facilitated strategic planning workshops with GASCO Energy in Abu Dhabi and has trained
    teams in Singapore, Dubai, Bahrain, Kuala Lumpur and Jakarta. Erica guest lectures at the University of
    Nevada Business School and served as Business School department chair at the University of Phoenix
    where she taught for five years.

    Erica is an avid outdoor adventurist, spending much of her time running and hiking in the mountains,
    skiing, biking, and any other sport as an excuse to get outside and breathe the fresh air.

    Jeff Brunings Bio

    Drives customer experience with the capacity to assess, analyze and advance the goals of clients

    through the development and implementation of solid strategic direction.

    Expertise:
     Growth Strategy
     Sales and Sales Methodology
     Marketing
     Brand Strategy
     Consensus Building
     Facilitation
     Team Leadership and Mentorship
     Communications
    Professional Experience:
    Jeff is a veteran at helping organizations succeed. He brings over 25 years of experience driving
    sustainable growth for start-ups to publicly traded companies. At OnStrategy, Jeff works with leadership
    teams in strategy design, organizational roll-out, adoption, and performance management.
     Packaged Goods: Chloe Foods
     Communications: Nortel Networks
     Financial Services: Amerivon, South Carolina Student Loan Services
     Retail: Harley Davidson, Volcolm, OceanSpray, Williams-Sonoma
     Technology: Gutenburg, Intuit, Wireless Advocates, Retail Inkjet Partners, Microblend, IBM
     Tourism: Nevada Commission on Tourism
     Non-Profit: Boy Scouts of America, Make-A-Wish Foundation, Together4Health, Reno Rodeo
    Association
     Sustainability: Outdoor Industry Association, Recology: Waste Zero
     Recovery: Foundry Treatment Center
     Engineering: Lee Company, JF Brennan,
    Education: Bachelor of Arts in Journalism from California State Polytechnic University
    Recent Client Work:
     Foundry Treatment Center: As an extension of Foundry’s leadership team, Jeff helped leadership
    define and implement a three-year strategic plan supported by growth strategies based on
    Foundry’s competitive advantages and unique differentiation, including implementing processes and
    systems to ensure performance reporting and organization-wide accountability.
     Alaska Epidemiology Center: Working with leadership, Jeff helped facilitate the design of a three-
    year strategic plan, including organizational priorities, goals, and measures in the areas of
    sustainable growth, operational excellence, and human equity.
     Outdoor Industry Association: At the core of great strategic direction-setting is collaborative
    ideation. Jeff worked with leadership and OIA’s Board of Directors to explore the realm of
    possibilities and how they might be implemented to drive transformational impact supporting the
    organization’s mission of sustainability,

    WEEK EIGHT

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    Bryon McCartney

    Chief Idea Guy – ARCHMARK

    Five Important Takeaways From Studying 500+ Architecture Firm Websites

    SESSION DATE: November 16, at 11:00 AM

    If your website was an employee, would you promote it, demote it, or fire it?

    After studying more than 500 firm websites, including those of the Architect TOP50, Bryon McCartney, Chief Creative Strategist at Archmark Branding & Marketing, has come to the conclusion that most firms have not identified a clear role for their website.

    It’s like having an employees without a clear job description, and no expectations for performance results.

    Rather than using their website as an opportunity to build and strengthen relationships with prospects, partners, and promoters, many firms default to the WEB 1.0 mentality of using their website as a brochure.

    Times and technology have changed, but so have website visitors, and their expectations. Research shows that most AEC buyers will visit your website before hiring your firm, more importantly, an equal number of those buyers will eliminate firms from consideration because of their websites.

    Join Bryon as he explores five key opportunities firms need to consider to make their website a key player in the business development process.

    Speaker Bio

    Bryon has more than 30 years experience in branding and marketing and has led online strategic initiatives for major clients, including Clavin Klein, General Motors, Lipton Foods, and many others.

    Bryon has had a lifelong love of architecture and design and for the past several years the Archmark team have focused on helping clients in the architecture, engineering, and construction industries.

    In fact, the Archmark team has set a goal to bring value to 100,000 architects by 2030 by helping firms improve how they use branding, marketing, website design and lead generation to build productive and profitable relationships with prospects, partners, and promoters. 

    Archmark has gained attention for its study of 450+ AEC firm websites to better understand the challenges and opportunities that architects have to stand out and differentiate themselves.

     

    Bryon is a featured author, podcast guest, and speaker for AIA, ASLA, Entrearchitect, Inside the Firm, and SMPS.

    Chris Simon

    Chris Simon

    Founder & Executive Coach – Elmry

    Creating A Life-Work Balance in Today’s Environment

    SESSION DATE: November 17, at 1:00 PM

    The world changed. Business changed. The workplace infiltrated many homes, highlight the importance and challenge of life-work balance. Poor life-work balance manifests itself through physical exhaustion, working at all hours, short temper, poor relationships, and more. Today presents an opportunity to proactively create a life-work balance for your life.

    This session will discuss:
    – The effects of poor life-work balance on one’s career and personal life
    – The positive effects of a balanced life
    – Specific exercises and techniques to determine one’s desired life-work lifestyle

    Speaker Bio

    Chris Simon provides executive coaching and consulting to develop leaders by tapping into their leadership potential, building appropriate self-confidence, creating life-work balance, and encouraging complete dedication at work. This results in increased productivity through delegation, training of future leaders, and creating a strong culture. Chris works alongside leaders to propel growth, impact, and leadership in their area of influence. Executive coaching provides opportunities for leaders to gain self-
    awareness of their strengths, learn how to mitigate weaknesses, and create a professional environment. Coaching leads to confident leaders, employing their strengths to create maximum impact, leadership, productivity, and profits.

    Background
    Prior to establishing his coaching and consulting business, Chris founded and operated an addiction treatment facility in Denver, Colorado specializing in working with executives. His unique experience provides profound insight into building leaders who operate optimally and fit into the organizational culture, which prevents burnout and leadership failures, aiding in long-term retention of leadership. Experience as an executive leader himself allows Chris to build rapport with leaders while offering pointed insights into maximizing leadership potential.

    Additional articles, interviews, and information regarding Chris’s work available at www.Elmry.com.

    Multiple

    Multiple Speakers

    Marketing Excellence Award Winner Celebration and Panel Discussion

    SESSION DATE: November 18, at 11:00 AM

    We will celebrate the 2020 Marketing Excellence Winners with a video countdown of the list, including celebration footage submitted from winning firms. The video celebration will be followed by a panel discussion of the top 2020 winners from various categories. Attendees will learn the latest tactics in producing award winner marketing.

    PANELISTS: To be announced soon.

    Patrick Stoltz

    Pat Stoltz

    Vice President – Wintrust

    Session information coming soon.

    SESSION DATE: November 19, at 12:00 PM

    Speaker Bio

    Pat leads the Wintrust national ESOP lending practice, providing competitive financing solutions to ESOP-owned companies. Pat has 27 years of commercial banking experience and a proven track record of developing and building relationships, financial analysis and risk management, and development of his staff. Throughout his career, Pat has been responsible for leading a team of bankers tasked with generating Middle Market opportunities in the Chicagoland area, and new and mature ESOP opportunities across the country. He is a member of the Illinois and National ESOP Association and the National Center for Employee Ownership (NCEO). Pat holds a bachelor’s degree in Accounting from Ball State University and an M.B.A. from Loyola University Chicago.

    Want to be a speaker? Email events@zweiggroup.com

    THE PREMIUM EXPERIENCE INCLUDES EVERYTHING INCLUDED IN THE FREE REGISTRATION PLUS:

    UNLIMITED ACCESS to numerous learning and networking sessions on various key issues & industry topics

    Access to the Zweig Group seminar; The Principals Academy ($899 value)

    Access to the Zweig Group seminar; Elevating Doer-Sellers: Business Development for AEC Professionals ($699 value)

    Access to the Zweig Group seminar; Project Management for AEC Professionals ($599 value)

    Access to the Zweig Group seminar; Leadership Skills for AEC Professionals ($499 value)

    Access to the Zweig Group seminar; Ownership Transition Strategies ($399 value)

    Access to the M&A Next Symposium ($499 value)

    Topic-Based Facilitated Roundtables ($999 Value)

    Panel discussions with thought leaders and industry peers

    Topic-Based Happy Hours and More!

    The Principals Academy – VIRTUAL SEMINAR

    MODULE ONE WILL BEGIN ON OCTOBER 13, 2020

    Program Description: This is a six-week program of two hours each week of a live zoom meeting with our seminar instructors. These meetings will be a mix of presentations as well as open-ended Q&A sessions. This will be the same great content that is taught during our in-person The Principals Academy seminar that has trained over 800 attendees in the last five years. The Principals Academy is Zweig Group’s flagship training program encompassing all aspects of managing a professional AEC service firm. Elevate your ability to lead and grow your firm with this program designed to inspire and inform existing and emerging AEC firm leaders in key areas of firm management leadership, financial management, recruiting, marketing, business development, and project management.

    PDH/LU: 12

    Price: $899 value

    M&A Next – VIRTUAL SYMPOSIUM

    MODULE ONE WILL BEGIN ON OCTOBER 22, 2020

    Program Description: This is a four-week program of one hour each week of a live zoom meeting with our seminar instructors. Reserve your seat at the table as Zweig Group’s thought leaders share insights and valuable context gained from working with AEC firms of all sizes across the country and provide deep learning through an engaging experience focused on current and “next” practices in the world of AEC industry M&A. This fully virtual symposium is designed to provide M&A education and practical application through expert panel conversation and focused research and insights to connect leaders from across the country. AEC firm leaders and partners with all levels of experience in M&A will benefit from this mix of education, practical application, and panels with seasoned experts. The format of this event is designed to start with Zweig Group’s data and expertise and take it down from the academic to the practical as we explore topics including COVID-related valuation impacts, negotiation and relationship building, best practice letters of intent, data considerations, and proactive integration strategies.

    PDH/LU: 4

    Price: $499

    Elevating Doer-Sellers: Business Development for AEC Professionals – VIRTUAL SEMINAR

    MODULE ONE WILL BEGIN ON OCTOBER 26, 2020

    Program Description: This is a four-week program of one and a half-hours each week of a live zoom meeting with our seminar instructors. These meetings will be a mix of presentations as well as open-ended Q&A sessions. Participants will have the ability to ask questions and get the same feel as an in-person seminar does. Elevating Doer-Sellers: Business Development for AEC Professionals is specifically developed to help design and technical professionals in architecture, engineering, planning, and environmental firms become more comfortable managing clients and promoting the firm and its services.

    PDH/LU: 6

    Price: $699 value

    Leadership Skills for AEC Professionals – VIRTUAL SEMINAR

    MODULE ONE WILL BEGIN ON OCTOBER 29, 2020

    Program Description: This is a four-week program of one hour each week of a live zoom meeting with our seminar instructors. These meetings will be a mix of presentations as well as open-ended Q&A sessions. Practical leadership skills are vital to the health and success of every company in any industry. Effective leaders motivate their teams to achieve exceptional results, inspire others to be better than they thought possible, and create an environment where their team is focused and working towards a common vision. Zweig Group’s team of management experts – who have extensive experience working with AEC firms providing solutions to the challenges facing AEC firms today – deliver practical solutions that technical professionals can put to work immediately to lead their firms to success.

    PDH/LU: 4

    Price: $499 value

    Project Management for AEC Professionals – VIRTUAL SEMINAR

    MODULE ONE WILL BEGIN ON OCTOBER 29, 2020

    Program Description: This is a four-week program of one and a half-hours each week of a live zoom meeting with our seminar instructors. This training course covers the critical focus areas every AEC Industry project manager should be familiar with and is presented in lecture, tutorial, individual exercises, and case study workshop sessions. Attendees will leave armed with a comprehensive understanding of the characteristics, skills, and techniques successful project managers must have to flourish in their role. Each team member brings their own unique experiences and skillset to project teams. Effectively leveraging the talents of your team can optimize team effectiveness. Project Management for AEC Professionals provides people-focused, science-driven practical skills to help project leaders harness the power of their team. By addressing the most important aspects of any project – the people – this course will provide practical techniques that can be immediately implemented for a positive impact on any AEC team or business.

    PDH/LU: 6

    Price: $599 value

    Ownership Transition Strategies – VIRTUAL SEMINAR

    MODULE ONE WILL BEGIN ON NOVEMBER 2, 2020

    Program Description: This is a three-week program of one hour each week of a live zoom meeting with our seminar instructors. Zweig Group examines the ever-complex environment of ownership transition in an AEC firm. The presentation covers a range of topics, giving attendees a new view of ownership transition and how an effective plan can be put into place. Whether the attendees are young, up and coming AEC professionals or principals looking at their impending transition, the content gives everyone an introspective view of their career. We plan to take a deep dive into ESOPs to better understand the benefits of this transition option.

    PDH/LU: 4

    Price: $399

    Facilitated Roundtables – Roundtables that will include subject matter expert facilitation around roles and subjects determined by the audience including our renowned CEO Roundtables and other topic-focused roundtables. (Register early – Limited attendance).

    AND MORE!

    Beginning September 30, 2020.

    WITH COHORT PRESENTATIONS EACH WEDNESDAY

    ElevateHer™ is a movement and a commitment to Zweig Group’s mission to Elevate the Industry.

    The Elevate AEC Virtual Experience will also include the ElevateHer™ Symposium which will begin on September 30th, and include the presentations of our 2020 ElevateHer™ Cohort’s research findings. This is one of the most exciting and requested events of 2020. With one cohort presentation each week, the ElevateHer™ Cohort presentations will be open to all and for anyone interested in learning more about how to solve the AEC industry’s top challenge: recruitment and retention.

    The ElevateHer Symposium is free for everyone to join! Register for the FREE Elevate AEC Virtual Experience to be registered for the ElevateHer Symposium. This virtual program is open to all and for anyone interested in learning more about how to solve the AEC industry’s top challenge: recruitment and retention. The ElevateHER symposium will gather together leaders in the AEC industry, Zweig Group’s ElevateHER 2020 Cohort members, and speakers on topics related to hiring, retaining valuable employees, and fostering a diverse and equitable workplace. Project teams from Zweig Group’s 2020 ElevateHer cohort who have been working in special 6-month long task force groups will present their project findings at this symposium, bringing brand new, tangible, solutions to the industry.

    STAY TUNED. FULL SCHEDULE COMING SOON.

    WEEK ONE

    WEEK TWO

    WEEK THREE

    WEEK FOUR

    WEEK FIVE

    WEEK SIX

    WEEK SEVEN

    WEEK EIGHT

    We want to make sure that you’re prepared, so we’ve created the frequently asked questions below.

    QUESTION: I already purchased my 2020 In-Person Conference registration, can I switch to the Virtual Experience?

    ANSWER: Yes! Because of the price difference, for every one (1) pre-purchased registration, you will receive credit for two (2) Elevate AEC Virtual Experience registrations. Contact Olivia Thomas at othomas@zweiggroup.com to complete the registration change.

     

    QUESTION: Do you offer group discounts or firm-wide enterprise licenses?

    ANSWER: Yes! Pricing is on the “Registration” tab or contact Olivia Thomas at othomas@zweiggroup.com for pricing.

     

     

     

     

    Have other questions? Contact events@zweiggroup.com or call the Zweig Group team at 800.466.6275.

    THANK YOU TO OUR 2020 SPONSORS

    Become a Sponsor

    Investing in an Elevate AEC Conference & Awards Experience sponsorship offers the most value for your marketing dollars. Your company’s brand will be firmly positioned across one of the leading and most recognized events in the AEC industry.

    The Evolution of the Hot Firm & A/E Industry Awards to Elevate AEC

    “We really do need to celebrate more… we see Elevate AEC – and especially the awards component – as an essential celebration of what we do.”

    — Chad Clinehens, PE
    President & CEO, Zweig Group

    Enter Our Awards

    Is your firm a Hot Firm?  Are you a Best Firm To Work For? Are you a Top New Venture? Do you have a Rising Star? Found out now by entering Zweig Group’s awards programs which recognizes outstanding firm performance in the AEC Industry.