A gathering of AEC industry leaders of small firms to discuss the unique issues of managing and growing a small firms in the AEC industry.
The 2024 Small Firm and Entrepreneurship Forum is a gathering of AEC industry leaders of small firms (75 full-time employees, and/or $20 million in gross revenue) to discuss the unique issues of managing and growing a small business in the AEC industry. The one-day event will include keynotes, panel discussions, roundtables, and breakout sessions.
Tuesday, May 21, 2024
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7:30 am
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Small Firm and Entrepreneurship Forum Breakfast
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8:30 am
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Welcome and Overview
with Chad Clinehens |
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8:45 am
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Opening Keynote: Essential Things That Can Transform Your Day and Your Firm
with Mark Zweig |
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10:00 am
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Networking Break
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10:15 am
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Power Lap One
LLCs, Inc's, and other corporate structure considerations – with Mark Zweig and Will Swearingen |
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10:45 am
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Power Lap Two
Ownership Transition, Firm Valuation, and M&A for smaller firms – with Mark Zweig and Will Swearingen |
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11:15 am
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Power Lap Three
The great equalizer: Utilizing AI to gain a competitive advantage over firms of any size – with Kristin Kautz and Will Swearingen |
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11:45 am
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Networking Break
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12:00 pm
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Forum Luncheon - Latest News and Future of the R&D Tax Credits
with Dawson Fercho and Jordan Wilson |
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1:00 pm
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Power Lap Four
Accessible executive leadership when you need it: Using fractional officers to build and manage business infrastructure at a fraction of the cost - with Stuart McLendon |
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1:30 pm
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Power Lap Five
Growing margin: Important tax and accounting strategies for small firms – with Dawson Fercho and Jordan Wilson |
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2:00 pm
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Power Lap Six
War on talent: Competing with larger firms to recruit and retain staff – with Jeremy Clarke and Chad Coldiron |
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2:30 pm
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Networking Break
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2:45 pm
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Power Lap Seven
Managing a growing firm: Board, C-Suite roles, and governance insights – with Chad Clinehens and Mark Zweig |
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3:15 pm
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Power Lap Eight
Strategic growth planning: The essentials for every small firm – with Ying Liu |
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3:45 pm
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Power Lap Roundtables
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5:00 pm
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Happy Hour Reception at The Rooftop at the Overland
Wrap up the day with light bites and libations while taking in panoramic views of the Porsche Experience Center handling courses. |
