AEC Small Business and Entrepreneurship Forum

2024 AEC Small Business & Entrepreneurship Forum

A gathering of AEC industry leaders of small firms to discuss the unique issues of managing and growing a small business in the AEC industry.

Icon | 2024 AEC Small Business & Entrepreneurship Forum
Exclusive Focus on Small Firms
This event is specially designed for AEC businesses like yours. You'll engage in discussions and sessions that directly address the challenges and opportunities unique to firms of your size.
Expert Insights and Strategies
With keynotes, panel discussions, and breakout sessions led by industry experts, you’ll gain invaluable insights into managing and growing your business in today’s competitive environment.
Practical, Implementable Solutions
Walk away with real-world strategies and tactics to better prepare your firm for the future. From recruiting and retention challenges to compensation strategies and tax planning, every aspect of running a small AEC firm will be covered.

How will the Forum help my business?

The 2024 Small Business and Entrepreneurship Forum is a gathering of AEC industry leaders of small firms (less than 75) 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.

Mark Zweig
Chairman & Founder, Zweig Group
Chad Clinehens
President & CEO, Zweig Group
Will Swearingen
Vice President, Zweig Group
Ying Liu, LEED AP BD+C
Strategy Advisor, Zweig Group
Jeremy Clarke
Director of Executive Search & Recruitment, Zweig Group
Mailena Urso
CMO, Zweig Group
Stuart McLendon
CEO
Tracey Eaves, MBA, CBA, CVA, BCA, CMEA
Director, Valuation Advisory Services, Zweig Group
Dawson Fercho
Co-Founder & VP Business Development
Jordan Wilson
Director of Business Development
Kristin Kautz
Artificial Intelligence Consultant, Zweig Group

Tuesday, May 21, 2024

7:30 am
Small Business and Entrepreneurship Forum Breakfast
8:30 am
Welcome and State of Small Business in the AEC Industry
8:45 am
Opening Keynote: 5 Things That Can Transform Your Day and Your Firm

with Mark Zweig

9:30 am
Small Group Hot Topics Roundtables
10:45 am
Breakout Session One

A: Building a marketing and branding strategy to help scale your firm - with Mailena Urso and Ying Liu


B: Securing the future: Valuation and ownership structures to ensure internal transitions - with Will Swearingen and Tracey Eaves


C: 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

11:45 pm
Forum Luncheon - Latest News and Future of the R&D Tax Credits

with Dawson Fercho and Jordan Wilson

1:00 pm
Breakout Session Two

A: Growing margin: Important tax and accounting strategies for small firms – with Dawson Fercho and Jordan Wilson


B: The great equalizer: Utilizing AI to gain a competitive advantage over firms of any size – with Kristin Kautz and Will Swearingen


C: Managing a growing firm: Board, C-Suite roles, and governance insights – with Chad Clinehens and Mark Zweig

2:30 pm
Breakout Session Three

A: Driving growth: Mergers and Acquisitions for smaller firms – with Mark Zweig and Will Swearingen


B: War on talent: Competing with larger firms to recruit and retain staff – with Jeremy Clarke and Chad Coldiron

C: Strategic planning: The essentials for every small firm – with Ying Liu

3:30 pm
Small Group Hot Topic Roundtables

Insights from breakout sessions

4:30 pm
Closing Keynote Presentation
5:00 pm
Adjourn

THANK YOU TO OUR 2024 SPONSOR