Annual Conference
    October 2-4, 2019

    diversify | celebrate | change | promote | educate

    Why Elevate AEC?

    The Elevate AEC Conference is the AEC industry’s premiere experience to connect global leaders, solve industry issues, present next practices, and celebrate the most successful firms in the built environment. Previously known as the Hot Firm and A/E Industry Awards Conference, Zweig Group’s annual conference is the largest gathering of award-winning AEC firms, making it the industry’s most comprehensive business conference for leaders and aspiring leaders of AEC firms in the US.

    EXPANDED EDUCATIONAL OFFERINGS
    This year, the Elevate AEC Conference marks a leap in the evolution of Zweig Group’s annual event with expanded educational offerings focused on firm management, marketing and business development, and client experience.

    M&A NEXT
    M&A Next is a pre-Elevate AEC Conference full-day M&A symposium designed to provide practical application through interactive roundtable discussions, expert panel conversations, and focused networking to connect leaders from across the country on current and next practices in the world of mergers and acquisitions.

    Conference Logistics

    M&A NEXT SYMPOSIUM + ELEVATE FULL-CONFERENCE EXPERIENCE

    $2,295 Early Bird Registration through 7/15/19
    $2,495 Regular Registration Rate after 7/15/19.  To purchase a discounted table of eight or for other discounted group sales, please call 800-466-6275 or contact mswann@zweiggroup.com

    • One Registration to M&A Next Symposium
    • Wednesday Welcome Reception
    • All Keynotes & Breakout Sessions
    • Breakfast/Lunch Thursday & Friday
    • Thursday Reception
    • Friday Red Carpet Reception & Black Tie Awards Gala
    • CIRQUE DU SOLEIL BEATLES LOVE Ultimate After-Party Experience
      (one ticket, transportation on the Party Bus complete with cocktails)
      Friday, October 4, 2019, at 9:30
      Sponsored by Corporate Tax Advisors

    ELEVATE FULL-CONFERENCE EXPERIENCE

    $1995 Early Bird Registration through 7/15/19
    $2,195 Regular Registration Rate after 7/15/19.  To purchase a discounted table of eight or for other discounted group sales, please call 800-466-6275 or contact mswann@zweiggroup.com

    • Wednesday Welcome Reception
    • All Keynotes & Breakout Sessions
    • Breakfast/Lunch Thursday & Friday
    • Thursday Reception
    • Friday Red Carpet Reception & Black Tie Awards Gala
    • CIRQUE DU SOLEIL BEATLES LOVE Ultimate After-Party Experience
      (one ticket, transportation on the Party Bus complete with cocktails)
      Friday, October 4, 2019, at 9:30
      Sponsored by Corporate Tax Advisors

    M&A NEXT 1-DAY SYMPOSIUM

    $495 Early Bird Registration through 7/15/19
    $595 Regular Registration Rate after 7/15/19

    • Wednesday Pre-Conference Symposium includes all Roundtable & Program Sessions
    • Wednesday Breakfast & Networking Lunch
    • Champagne Toast Closing Event

    ELEVATE AWARDS-GALA EXPERIENCE

    $595 Early Bird Registration through 7/15/19
    $695 Regular Registration Rate after 7/15/19.  To purchase a discounted table of eight or for other discounted group sales, please call 800-466-6275 or contact mswann@zweiggroup.com 

    • Thursday Reception
    • Friday Red Carpet Reception & Black Tie Awards Gala
    • CIRQUE DU SOLEIL BEATLES LOVE Ultimate After-Party Experience
      (one ticket, transportation on the Party Bus complete with cocktails)
      Friday, October 4, 2019, at 9:30
      Sponsored by Corporate Tax Advisors

    GROUP RATE OR TABLE FOR 8
    To purchase a discounted table for 8 or for other discounted group sales options, please contact Melissa Swann at 479-305-3357 or mswann@zweiggroup.com

    WEDNESDAY, October 2, 2019

    7:30 AM – 4:30 PM

    M & A Next Symposium

    Full-Day of Educational Content & Networking Focused on the World of Mergers & Acquisitions

    Symposium Facilitator
    Jamie Claire Kiser – Managing Principal, Zweig Group

    Panelists Include:
    Paul Greenhagen – President, Westwood Professional Services

    Darin Anderson – Chairman & CEO, Salas O’Brien
    George Christodoulo – Lawson & Weitzen
    Scott Wallington – Chief Development Officer, GEI Consultants
    Jose Revuelta – Chief Strategy Officer, Montrose Environmental Group, Inc.
    Peter Devereaux – CEO, HED
    Joe Boyer – CEO, Atlas Technical Consultants

    Reserve your seat at the table as Zweig Group’s M&A thought leaders share insights and valuable context gained from working with 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 M&A.

    This highly interactive day-long “conference-in-a-conference” is designed to provide M&A education and practical application through interactive roundtable discussions, expert panel conversations, and focused networking to connect leaders from across the country.

    You will end the day better informed about the opportunities for M&A and better equipped to manage the M&A process with confidence.

    7:00 AM – 5:00 PM

    Elevate AEC Conference 2019 Registration

    6:00 PM – 8:00 PM

    Welcome Reception

    THURSDAY, October 3, 2019

    7:30 AM – 8:30 AM

    Breakfast and Registration

    8:30 AM – 9:15 AM

    State of the AEC Industry

    Chad Clinehens, PE – President & CEO, Zweig Group

    9:15 AM – 10:00 AM

    Z Talk – The Power of Purpose

    Z-Talk: Zen, Life, Business
    Kaizen/LEAN Process in Your Life & Business

    Kit Miyamoto – CEO,
    Miyamoto International

    The Kaizen/LEAN management process was developed in Japanese industry decades ago and adapted by many leading companies such as Nike, Intel and Toyota. It is often used in construction process to maximize efficiency and elimination of waste, but it never widely adapted in AEC businesses. This process is not only about a system to maximize growth and profit, but it is about a value system, culture and how the business sees itself in the community and society. Dr. Miyamoto, leader of a global engineering firm working in five continents, will discuss how he turned around a zero profit, flat growth company to a high profit, rapid growth one in 12 months by using the Kaizen system. He will also discuss how an African tribe in remote Ethiopia used the concept of Kaizen to overcome a drought caused by a Gibi dam.

    10:00 AM – 10:30 AM

    Break

    10:30 AM – 11:30 AM

    Learning Sessions

    Session 1: Qualifiers and COAs: Understanding Connections, Mitigating Risks
    Christian Haring – Account Executive, Harbor Compliance (Elevate AEC Sponsor)
    John Beck – Director, Harbor Compliance (Elevate AEC Sponsor)

    The relationship between individual PE licenses and engineering firm licenses (COAs) is not widely understood. As a result, firms are often blindsided by regulatory fallout following a change in status of a qualifying engineer. Large and growing firms, with so many moving pieces to manage in each state where they do business, are particularly vulnerable to regulatory gaps and missteps due to staff changes. This webinar will draw those connections, quantify the risks, present resources and tactics for limiting a firm’s exposure, and assess the ROI of various management strategies.


    Session 2: Congress’ Definition of R & D: Why Designers Qualify for Research Tax Credit
    Dawson Fercho – Co-Founder, CTA (Elevate AEC Sponsor)

    In today’s hyper-competitive A/E/C business climate, you need every edge that you can get to boost your firm’s after-tax profits. Beyond the usual ways to increase revenue and contain operating expenses, did you know that there is a little-used research and development (R&D) tax credit that you can use to decrease your A/E/C firm’s federal and state income tax obligations?

    This break-out will provide you with the latest insight on the R&D tax credit that is designed to reduce the high cost of innovation (U.S. Labor Expense). Unfortunately, too many A/E/C firm leaders mistakenly believe that this valuable tax credit does not apply to them. By joining us for this value-packed break-out session, you get:

    An overview of the NEW current rules and legislation governing the R&D tax credit.
    A clear understanding of exactly how this tax credit applies to the A/E/C industry.
    Important details on recent law changes and the types of activities and expenses that qualify for the tax credit.

    Actual examples of how the mechanics of the calculation and statutory exclusions have benefited A/E/C firms.


    Session 3: Business Intelligence: Is it a competitive advantage or a crippling weakness at your firm?
    Chaz Ross-Munro – Professional Services Consultant, Cosential (Elevate AEC Sponsor)
    Courtney Kearney, CPSM – Founder & Owner, CKearney Consulting

    Although change is constant, rolling out a new technology tool or process can really meet a lot of resistance at most organizations. In this session, Chaz will leverage experience from more than a hundred CRM implementations to discuss how to successfully roll out a new technology tool and/or process. Change doesn’t have to be painful, but it does require a strategic approach to ensure it’s a success. In this session, you’ll learn why employees may be resistant to change, how to help your employees overcome their fear of a “new” tool or process, and how to effectively implement these types of changes to small, medium, and large firms


    Session 4: 5 Shifts to Transform Employee Performance and Increase Profits
    June Jewell – President & CEO, AEC Business Solutions (Elevate AEC Sponsor)

    In this session, we will look at how firm culture determines whether your staff have an entrepreneurial focus. We will uncover how to transform the mindset and behavior of your PMs, technical staff and even administrators. You’ll walk away knowing the 3 main problems affecting employee motivation and behavior, the 5 important shifts that will transform your staff’s mindset and behavior and propel your firm’s financial success and how other A&E firms have successfully propelled their team’s performance and results. You’ll also be equipped with the necessary next steps you and your firm need to take in order to accelerate your own firm’s profits.


    Session 5: Compensation in a Tight AEC Labor Market
    Will Swearingen – Director, Ownership Transition, Zweig Group
    MORE COMING SOON

    11:30 AM – Noon

    Awards Luncheon

    Noon – 12:30 PM

    Awards

    Rising Star & Top Venture

    12:30 PM – 1:00 PM

    Lunch Keynote Address

    How to Bridge the Gap Between Technology and Culture
    Shafat Qazi – Founder & CEO, BQE Software (Elevate AEC Sponsor)

    Few things create more dread to an engineer or architect than having to deal with Project and Office Management. If only we had more time to spend doing what attracted us to the profession in the first place. The BQE talk will look into the latest cloud technologies that are designed specifically for the A/E management firms. We will we look at some of these disruptive tools and discuss strategies for how every firm can easily implement or take advantage of streamlining workflows. Additionally, we will guide you on the principles to improve your firm by igniting internal culture since happy employees means happy customers and increased profits. Join Shafat Qazi, CEO and Founder of BQE Software, former engineer, recipient of Top 50 CEOs in the USA, Top 50 CEOs for Women and Diversity and Best Workplaces by INC Magazine, as he shows you 5 ways to improve culturally improve your firm and 5 ways to implement new technology to increase productivity

    1:15 PM – 2:15 PM

    Learning Sessions

    Session 1: After the Ink Dries: An M & A Integration Conversation
    Jamie Claire Kiser – Managing Principal, Zweig Group (Moderator)
    John Ozzie Nelson, Jr. – Chairman & Co-CEO, Nelson
    Dickerson Wright – Chairman & CEO, NV5 Global

    Effective integration planning is often overlooked or underestimated in the flurry of activity surrounding a deal. Companies that implement an effective integration plan can significantly improve confidence in the direction of the combined business, minimizing the post-closing disruption and distraction and achieving the goals of the transaction at a faster pace than those companies that fail to plan for integration. Explore lessons learned on integration from two of the fastest-growing firms in the country.


    Session 2: Answers to the  Top 10 Valuation & Ownership Transition Questions You Should Know
    Tracey D. Eaves – Consultant, Valuation Services, Zweig Group
    Will Swearingen Director, Ownership Transition, Zweig Group

    Pat Stoltz – Sr. VP & Managing Director, Wintrust (Elevate AEC Sponsor)
    James Swabowski – Sr. VP, Wintrust (Elevate AEC Sponsor)

    Zweig Group’s ownership transition planning and valuation experts join ESOP experts from WinTrust to answer questions and discuss the top 10 common questions/issues regularly asked regarding valuation and ownership transition planning. Advanced questions will be asked of Elevate AEC Conference attendees prior to the session.


    Session 3: Dollars for Design: Optimizing Tax Incentives for AEC
    Bryan Brady – Founder & CEO, BRAYN Consulting LLC (Elevate AEC Sponsor)

    Did you know there are a few powerful ways to decrease your taxes and increase your cash flow? These little known, often misunderstood, and yet highly-powerful tax credits and incentives are available for the AEC industry. BRAYN Consulting CEO, Brady Bryan, will present on the history, background, eligibility requirements, and special issues, as well as provide case studies, of some of these highly lucrative tax incentives. Are you missing out on dollars for design that could give you a competitive advantage?


    Session 4: Creating Peak Moments in Your Client Experience Journey
    Jen Newman – Managing Director, Zweig Group

    All moments are not created equal. Research suggests that our most positive moments share certain traits in common–traits. If we understand what powerful moments are made of, we can be intentional about creating them because the right moment can have extraordinary power. This hands-on workshop will walk you through how you can create moments that deliver elevation, insight, pride and connections that will build peaks with your clients instead of fixing potholes.


    Session 5: Bring Clarity to Your Key Performance Indicators: Understanding Your Firm’s Metrics and Why They Matter to You
    Megan Miller, CPSM – Product Marketing Manager (Elevate AEC Sponsor)

    There is no such thing as too much data, but how can you turn your data into meaningful metrics for every part of your business? Balancing business development, project management, human resources and financial metrics is no easy task, but it can be done in a positive and meaningful way. Join this session to understand the metrics that matter most, how to choose the right metrics for your company and how to leverage your intel to predict and react to challenges before they impact your bottom line. Make your metrics work for you by identifying your strategic goals, what KPIs matter most based on your goals, what the industry benchmarks indicate, how to track progress and share your successes. Attendees will be able to identify critical metrics for not only financial management, but business development, project management and human resources to better understand how they work together and impact your business. It’s time to bring clarity to your key performance indicators so you can stop tracking data for the sake of tracking data, but glean meaningful insight from your data to help drive your business forward. This session is relevant for every role and every level of responsibility in the firm because everyone plays a part in improving the business.

    2:15 PM – 2:45 PM

    Break

    2:45 PM – 3:45 PM

    Learning Sessions

    Session 1: The Future of Professional Land Surveying Panel Discussion
    Jamie Claire Kiser – Managing Principal, Zweig Group (Moderator)
    Bob Hanson – Vice President, WGI

    Paul Greenhagen – President & CEO, Westwood Professional Services
    Jill Souter – Project Manager, Landpoint

    This panel of experts will discuss how the survey profession has changed and what the next five years and beyond may bring for the geospatial profession. The future of professional land surveying is at a unique juncture. Experts will discuss the impact of emerging technologies and how to recruit the next generation of professional land surveyors into an industry with an estimated average national age of about 60 years old.


    Session 2: Preventing and Reversing Burnout in You and Your Organization
    Pete Atherton, PE – President & Founder, ActionsProve (Elevate AEC Sponsor)
    Chad Coldiron – Director, Executive Search, Zweig Group

    The best leaders and client servers are fully engaged, growing, and excelling in their organizations. This creates both consistency and confidence. Professional services organizations are on the forefront of needing to deal with the growing epidemic of burnout and disengagement. Leaders must understand all the factors that contribute and then design and implement solutions to reverse and prevent them in order to be best positioned to serve and grow in both the marketplace and recruiting space.

    Excelling and achieving success requires commitment. It can take 10, 20, 25 or more years to master our craft, make a name, and build our platform. Although what it takes to excel has not changed over time, the work environment has – particularly over the past two to three decades. During this period, we have also seen major demographic and societal shifts in how top talent views work and life.

    Our industry is not immune to the growing epidemic of burnout and disengagement – especially among its best talent. More and more professionals are feeling overwhelmed and exhausted. Many are also pivoting away or shifting their discretionary efforts… and this is at a time when employee recruitment and retention is the #1 issue facing the A/E/C industry.

     


    Session 3: Organizational Nervous System
    Delrae Bennett – Senior Technical Consultant, Time Counts, LLC

    The organizational nervous system is the center of your company, the interpreter of your environment, and the origin of decision making. You stub your toe, and your face winces. You bite into a lemon, and your toes curl. Our bodies are amazing in their wiring. What happens in one area is instantaneously communicated to the parts of our body that need to know and we can reflexively react. Can the same be true in your organization? Does information flow seamlessly to the people who need to know? Are you nimble enough to be able to make smart decisions and act on them without a lag for data export, manipulation and distribution? Very few companies are!

    Companies are lacking a well-designed, healthy organizational nervous system. ERPs are not accomplishing what they set out to do 20 years ago!


    Session 4: Using Data to Create Change
    Christy Zweig – Director, Research & E-Commerce, Zweig Group

    Learn to use the power of employee surveys and client perception studies to improve your firms polices and operations.  View Zweig Group’s data and benchmarking tools on a variety of subjects including financial performance, marketing, recruiting, and policies/benefits.


    Session 5: Strengthening Our Strategic Thinking Muscles To Become Better Leaders
    Jeff Hurt – Chief Epiphany Officer, Empowered Epiphanies

    Becoming a strategic thinker is not as difficult as it sounds. Although if we’re not careful, it may mean running in place twice as hard. It just means practicing different behaviors than what you probably already do.

    When you focus on remembering minutia and details, it adversely affects your ability to engage in strategic thinking. We have to be careful as logistic, detailed technical professionals of falling into the trap of losing sight of the bigger picture. Neuroscience has proven that when we focus and engage in strategic, abstract thinking, we improve our ability to remember the details. Becoming more strategic actually improves our logistics.

    Being more strategic doesn’t mean making decisions that affect your whole company. Nor does it mean allocating scarce budget dollars. And it clearly doesn’t mean scouring the internet for the right response to the problem you face.

    It means forcing your brain to slow down and work smarter.

    4:00 PM – 5:00 PM

    Keynote Address

    KEYNOTE: If you’re not moving forward…You’re moving backward. A disciplined commitment to sustainable AEC growth.
    Bill McConnell, PE, JD, MSCE, CDT – CEO, Vertex

    Growth of AEC companies, or lack thereof, is often dictated by overall market conditions. Corporate expansion through bull and bear markets alike requires a culture of growth. The Vertex Companies, Inc. (“Vertex”) has averaged 20%-plus year-over-year growth for nearly 25 years. The co-founder and CEO of Vertex, William J. McConnell PE, JD, will discuss how Vertex makes a continued and concerted effort to grow every 90 days in accordance with a ten-year growth plan—in other words, growth is a decision at Vertex, not a side effect. Mr. McConnell will review how Vertex’s growth plan contemplates a balance of noncyclical services (to hedge against recessionary cycles) with traditional AEC services (in order to take advantage of expansion cycles). Mr. McConnell will also cover Vertex’s approach to adding services and regional expansion. Lastly, Mr. McConnell will discuss the benefits and challenges that a accompany a continued growth strategy.

    5:00 PM – 6:30 PM

    Networking Reception

    FRIDAY, October 4, 2019

    6:30 AM – 7:30 AM

    Sunrise Yoga

    7:30 AM – 8:30 AM

    Breakfast and Networking

    8:30 AM – 9:45 AM

    Opening Keynote

    Living Your Purpose: Mission Driven Brands
    Catherine Harris – Chief Purpose Activator, Savage Brands (Elevate AEC Sponsor)
    Jackie Dryden – Chief Purpose Architect, Savage Brands (Elevate AEC Sponsor)

    So, you believe you have uncovered your organization’s purpose and are feeling excited. Now what? How do you introduce, seed and live in alignment with your newfound North Star? What are today’s successful brands doing to build organizations based on what they stand for? How are they are sharing their purpose in ways that help them attract the best employees, build lasting relationships, differentiate from competitors and dramatically outper­form the marketplace?

    9:45 AM – 10:00 AM

    Break

    10:00 AM – 11:00 AM

    Learning Sessions

    Session 1: ElevateHer: A Discussion of Diversity in the AEC Industry

    Christy Zweig – Director, Research & E-Commerce, Zweig Group
    Jamie Claire Kiser – Managing Principal, Zweig Group
    Sepi Saidi, PE – President & CEO, SEPI Engineering & Construction
    Lisa Kay – President, Alta Environmental

    What does it mean to be both woman and an engineer, architect, consulting, or construction professional? How is this different than it was 10, 20, or 30 years ago?  The role of gender/sex and what it means to be a woman in the AEC Industry is a changing, complex, and controversial topic.  For this session, Zweig Group has gathered a diverse panel of influential AEC Industry leaders to discuss both research and experiences related to the role of gender within the AEC Industry.


    Session 2: Cyber: Is Your Coverage Structurally Sound
    Joseph Garin – Partner, Lipson Neilson, P.C.
    Alex Ricardo – Director of Business Development, Cyber & Executive Risk- Beasley Insurance
    Lori Wheeler – Managing Director, Marsh Wortham
    Regan Katz – Managing Director/Senior Sales Leader, Marsh Wortham

    In today’s evolving world of cyber-crime, social engineering fraud and unauthorized disclosures of information, it’s important for firms to review their insurance coverage often to ensure their policies are keeping up with the change. In this session, we will discuss coverage changes, claims scenarios and best practices for protecting your firm from a cyber loss.


    Session 3: TO BE ANNOUNCED


    Session 4: From Turnovers to Touchdowns: Score More Work through a Strategic Business Development Approach
    Jen Newman, CPSM – Managing Director, Zweig Group
    Joy Guinn, FSMPS, CPSM – Consultant, Marketing & BD Services, Zweig Group

    Does your firm employ a “Hail Mary” approach to business development? Are you waiting until the two-minute warning to develop your strategy? Do you find yourself unable to execute a solid offensive game plan? Are you consistently making it to the red zone but unable to cross the goal line? Implementing a strategic business development approach driven by a priority-based client management system allows you to place more focus on specific targets enabling you to convert more of your leads into projects. This session will guide you through the development of your strategic business development playbook and help you win more work!


    Session 5: TO BE ANNOUNCED

    11:00 AM – 11:15 AM

    Break

    11:15 AM – Noon

    Closing Keynote

    CLOSING KEYNOTE: The Innovator’s DNA
    Jeff Hurt – Chief Epiphany Officer, Empowered Epiphanies

    Innovation. It’s the heartbeat of today’s economy. It’s also where you as a leader need to focus your attention, time and resources to compete in today’s marketplace. So how do we become more innovative?

    Is innovation a talent from birth or something that can be learned and acquired? Good news…you can be more innovative and creative. You can change your behaviors and adopt critical innovative strategies.

    What are the traits of today’s innovative professionals? How do they think and behave? Why don’t they let traditional rules and the status quo stand in the way of their vision? What questions do they constantly use to benchmark their thinking? What are the skills needed for innovative thinking and behaviors?

    Innovators think and act differently. They don’t follow the status quo. Let’s talk about it.

    5:00 PM – 9:00 PM

    Awards Reception and Dinner

    9:30 PM

    After Party - Beatles Love

    SPONSOR: Corporate Tax Advisors

    KEYNOTE SPEAKERS

    Kit Miyamoto
    CEO, Miyamoto International

    Z Talk – Zen, Life, Business: Kaizen/Lean Process in Your Life and Business

    THURSDAY • 10/3/19 • 9:15 – 10:00 AM

    Kaizen/LEAN management process was developed in Japanese industry decades ago and adapted by many leading companies such as Nike, Intel and Toyota. It is often used in construction process to maximize efficiency and elimination of waste, but it never widely adapted in AEC businesses. This process is not only about system to maximize growth and profit, but it is about value system, culture and how the business see itself in the community and society.

    Dr. Miyamoto who leads a global engineering firm in five continents discuss how he turned around zero profit company with flat growth to high profit with rapid growth company in 12 months by using Kaizen system. He will also discuss how an African tribe in remote Ethiopia uses the concept of Kaizen to overcome drought which is caused by $1.8 billion Gibi 3 dam system.

    Bill McConnell low res

    Bill McConnell, PE, JD, MSCE, CDT
    CEO, Vertex

    If You’re Not Moving Forward… You’re Moving Backward.
    A Disciplined Commitment to Sustainable AEC Growth. 

    THURSDAY • 10/3/19 • 4:00 – 5:00 PM

    Growth of AEC companies, or lack thereof, is often dictated by overall market conditions. Corporate expansion through bull and bear markets alike requires a culture of growth. The Vertex Companies, Inc. (“Vertex”) has averaged 20%-plus year-over-year growth for nearly 25 years. The co-founder and CEO of Vertex, William J. McConnell PE, JD, will discuss how Vertex makes a continued and concerted effort to grow every 90 days in accordance with a ten-year growth plan—in other words, growth is a decision at Vertex, not a side effect. Mr. McConnell will review how Vertex’s growth plan contemplates a balance of noncyclical services (to hedge against recessionary cycles) with traditional AEC services (in order to take advantage of expansion cycles). Mr. McConnell will also cover Vertex’s approach to adding services and regional expansion. Lastly, Mr. McConnell will discuss the benefits and challenges that a accompany a continued growth strategy.

    Shafat Qazi, CEO & Founder
    BQE Softwarex

    How to Bridge the Gap Between Technology and Culture

    THURSDAY • 10/3/19 • 11:30 AM – 1:00 PM

    Few things create more dread to an engineer or architect than having to deal with Project and Office Management. If only we had more time to spend doing what attracted us to the profession in the first place. The BQE talk will look into the latest cloud technologies that are designed specifically for the A/E management firms. We will we look at some of these disruptive tools and discuss strategies for how every firm can easily implement or take advantage of streamlining workflows. Additionally, we will guide you on the principles to improve your firm by igniting internal culture since happy employees means happy customers and increased profits. Join Shafat Qazi, CEO and Founder of BQE Software, former engineer, recipient of Top 50 CEOs in the USA, Top 50 CEOs for Women and Diversity and Best Workplaces by INC Magazine, as he shows you 5 ways to improve culturally improve your firm and 5 ways to implement new technology to increase productivity.

    Jeff Hurt

    Chief Epiphany Officer, Empowered Epiphanies

    The Innovator’s DNA

    Friday • 10/4/19 • 11:15 AM – 12:00 PM

    Innovation. It’s the heartbeat of today’s economy. It’s also where you as a leader need to focus your attention, time and resources to compete in today’s marketplace. So how do we become more innovative?

    Is innovation a talent from birth or something that can be learned and acquired? Good news…you can be more innovative and creative. You can change your behaviors and adopt critical innovative strategies.

    What are the traits of today’s innovative professionals? How do they think and behave? Why don’t they let traditional rules and the status quo stand in the way of their vision? What questions do they constantly use to benchmark their thinking? What are the skills needed for innovative thinking and behaviors?

    Innovators think and act differently. They don’t follow the status quo. Let’s talk about it.

    BREAKOUT SESSION SPEAKERS

    Christian Haring
    Account Executive, Harbor Compliance
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 10:30 – 11:30
    QUALIFIERS AND COAS: UNDERSTANDING CONNECTIONS, MITIGATING RISKS

    John Beck
    Director, Harbor Compliance
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 10:30 – 11:30
    QUALIFIERS AND COAS: UNDERSTANDING CONNECTIONS, MITIGATING RISKS

    Dawson Fercho
    Co-Founder, Corporate Tax Advisors
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 10:30 – 11:30
    CONGRESS’ DEFINITION OF R & D: WHY DESIGNERS QUALIFY FOR RESEARCH TAX CREDIT

    Chaz Ross-Munro
    Professional Services Consultant, Cosential
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 10:30 – 11:30
    BUSINESS INTELLIGENCE: IS IT A
    COMPETITIVE ADVANTAGE OR A CRIPPLING WEAKNESS AT YOUR FIRM?

    Courtney Kearney, CPSM
    Founder & Owner, CKearney Consulting

    Thursday • 10/3/19 • 10:30 – 11:30
    BUSINESS INTELLIGENCE: IS IT A
    COMPETITIVE ADVANTAGE OR A CRIPPLING WEAKNESS AT YOUR FIRM?

    June Jewell
    President & CEO, AEC Business Solutions
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 10:30 – 11:30
    FIVE SHIFTS TO TRANSFORM EMPLOYEE PERFORMANCE AND INCREASE PROFITS

    Will Swearingen
    Director, Ownership Transition, Zweig Group

    Thursday • 10/3/19 • 10:30 – 11:30
    COMPENSATION IN A TIGHT AEC LABOR MARKET
    Jamie Claire Kiser

    Jamie Claire Kiser
    Managing Principal, Zweig Group

    Thursday • 10/3/19 • 1:15 – 2:15
    AFTER THE INK DRIES: AN M&A INTEGRATION CONVERSATION

    John “Ozzie” Nelson, Jr. 
    Chairman and Co-CEO, NELSON

    Thursday • 10/3/19 • 1:15 – 2:15
    AFTER THE INK DRIES: AN M&A INTEGRATION CONVERSATION

    Dickerson Wright, PE
    Chairman & CEO, NV5 Global

    Thursday • 10/3/19 • 1:15 – 2:15
    AFTER THE INK DRIES: AN M&A INTEGRATION CONVERSATION

    Tracey D. Eaves
    Consultant, Valuation Services, Zweig Group

    Thursday • 10/3/19 • 1:15 – 2:15
    THE TOP 10 VALUATION & OWNERSHIP TRANSITION QUESTIONS YOU SHOULD KNOW

    Will Swearingen
    Director, Ownership Transition, Zweig Group

    Thursday • 10/3/19 • 1:15 – 2:15
    THE TOP 10 VALUATION & OWNERSHIP TRANSITION QUESTIONS YOU SHOULD KNOW

    Pat Stoltz
    Group Sr. VP & Managing Director, Wintrust
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 1:15 – 2:15
    THE TOP 10 VALUATION & OWNERSHIP TRANSITION QUESTIONS YOU SHOULD KNOW

    James Swabowski
    Senior VP, Wintrust
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 1:15 – 2:15
    THE TOP 10 VALUATION & OWNERSHIP TRANSITION QUESTIONS YOU SHOULD KNOW

    Bryan Brady
    Founder & CEO, BRAYN Consulting LLC
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 1:15 – 2:15
    DOLLARS FOR DESIGN: OPTIMIZING TAX INCENTIVES FOR AEC

    Jen Newman, CPSM
    Managing Director, Client Savvy

    Thursday • 10/3/19 • 1:15 – 2:15
    CREATING PEAK MOMENTS IN YOUR CLIENT EXPERIENCE JOURNEY

    Megan Miller, CPSM
    Product Marketing Manager, Deltek (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 1:15 – 2:15
    BRING CLARITY TO YOUR KEY  PERFORMANCE INDICATORS: UNDERSTANDING YOUR FIRM’S METRICS & WHY THEY MATTER TO YOU

    Bob Hanson
    Vice President, WGI

    Thursday • 10/3/19 • 2:45 – 3:45
    THE FUTURE OF PROFESSIONAL LAND SURVEYING

    Paul Greenhagen
    President & CEO, Westwood Professional Services

    Thursday • 10/3/19 • 2:45 – 3:45
    THE FUTURE OF PROFESSIONAL LAND SURVEYING

    Jill Souter
    Project Manager, Landpoint

    Thursday • 10/3/19 • 2:45 – 3:45
    THE FUTURE OF PROFESSIONAL LAND SURVEYING

    Pete Atherton, PE
    President & Founder, ActionsProve
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 2:45 – 3:45
    PREVENTING AND REVERSING BURNOUT IN YOU AND YOUR ORGANIZATION

    Chad Coldiron
    Director, Executive Search, Zweig Group

    Thursday • 10/3/19 • 2:45 – 3:45
    PREVENTING AND REVERSING BURNOUT IN YOU AND YOUR ORGANIZATION

    Delrae Bennett
    Senior Technical Consultant, Time Counts, LLC
    (Elevate AEC Sponsor)

    Thursday • 10/3/19 • 2:45 – 3:45
    ORGANIZATIONAL NERVOUS SYSTEM

     

    Christy Zweig Niehues
    Director, Research & E-Commerce, Zweig Group

    Thursday • 10/4/19 • 2:45 – 3:45
    USING DATA TO CREATE CHANGE

    Jeff Hurt
    Chief Epiphany Officer, Empowered Epiphanies

    Thursday • 10/3/19 • 2:45 – 3:45
    STRENGTHENING OUR STRATEGIC THINKING MUSCLES TO BECOME BETTER LEADERS

    Catherine Harris
    Chief Purpose Activator, Savage Brands
    (Elevate AEC Sponsor)

    Friday • 10/4/19 • 8:30 – 9:45
    LIVING YOUR PURPOSE: MISSION DRIVEN BRANDS

    Jackie Dryden
    Chief Purpose Architect, Savage Brands
    (Elevate AEC Sponsor)

    Friday • 10/4/19 • 8:30 – 9:45
    LIVING YOUR PURPOSE: MISSION DRIVEN BRANDS

    Lori Wheeler
    Managing Director, Marsh Wortham

    Friday • 10/4/19 • 10:00 – 11:00
    CYBER: IS YOUR COVERAGE STRUCTURALLY SOUND

    Regan Katz
    Managing Director/Senior Sales Leader, Marsh Wortham

    Friday • 10/4/19 • 10:00 – 11:00
    CYBER: IS YOUR COVERAGE STRUCTURALLY SOUND

    Joseph Garin
    Partner, Lipson Neilson, P.C.

    Friday • 10/4/19 • 10:00 – 11:00
    CYBER: IS YOUR COVERAGE STRUCTURALLY SOUND

    Alex Ricardo
    Director of Business Development, Cyber & Executive Risk- Beasley Insurance

    Friday • 10/4/19 • 10:00 – 11:00
    CYBER: IS YOUR COVERAGE STRUCTURALLY SOUND

    Jen Newman, CPSM
    Managing Director, Zweig Group

    Friday • 10/4/19 • 10:00 – 11:00
    FROM TURNOVERS TO TOUCHDOWNS
    SCORE MORE WORK THROUGH STRATEGIC
    BUSINESS DEVELOPMENT APPROACH

    Joy Guinn, FSMPS, CPSM
    Consultant, Marketing & BD Services, Zweig Group

    Friday • 10/4/19 • 10:00 – 11:00
    FROM TURNOVERS TO TOUCHDOWNS
    SCORE MORE WORK THROUGH STRATEGIC
    BUSINESS DEVELOPMENT APPROACH

    WE ARE NOW ACCEPTING HOTEL RESERVATIONS FOR ELEVATE AEC CONFERENCE!

    We have established a partnership for discounted lodging at the:
    Green Valley Ranch Resort and Spa
    2300 Paseo Verde Pkwy.
    Henderson, NV 89052

    Hotel reservation line, 702-617-7777 or 866-782-9487 | Use the code GCIZWEI to reserve within the block.

    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

    Our 2019 Sponsors

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    Become a Sponsor

    Investing in an Elevate AEC bundled 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.

    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.