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March 20-22, 2024 | miami, fl
Southeast
M&A and Business
Symposium
Symposium Schedule
Wednesday, March 20
Concurrent Let’s Get Down to Business Workshops
Opening Reception
Thursday & Friday, March 21-22
Symposium Sessions & Networking
Location
Mandarin Oriental Miami in Miami, FL
Agenda
Concurrent Let’s Get Down to Business Workshops
Kick off your Symposium experience with one of our five, to-the-point, best-practice driven workshops designed to help you and your business get to where you want to be. Each workshop wraps up with a handy set of “next steps” for you to take back to your firm.
WORKSHOP 1
Room: Hong Kong B
Business Valuation 101 and beyond
Learn how (and how not) to value your firm and why your M&A valuation will always be higher than your internal valuation.
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Your Let’s Get Down to Business coach:
Nate Wentworth, Senior Consultant, Morrissey Goodale
WORKSHOP 2
Room: Hong Kong A
Strategy: Take time to work ON your business and not just IN your business
Choose this workshop to learn (a) how to craft a plan to take your firm to the next level, and (b) the best practices to make your strategic plan a reality.
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Your Let’s Get Down to Business coaches:
Tricia Washington, Vice President, Morrissey Goodale
Sarah Thornhill, Consultant, Morrissey Goodale
WORKSHOP 3
Room: Himalayan
Ownership Transition: Simple not easy
This is the workshop for firm leaders who want to (a) understand how to transfer ownership internally, and (b) the sequence of steps and activities required to pass the baton to the next generation.
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Your Let’s Get Down to Business coach:
Allie Tepper, Principal Advisor, Morrissey Goodale
WORKSHOP 4
Room: Bangkok A
Innovation: Making AI a competitive advantage for your firm
When you choose this workshop you’ll learn how to deploy AI and machine learning at your firm for increased profits.
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Your Let’s Get Down to Business coaches:
Brendon Cussio, Principal, Morrissey Goodale
Gary McClure, Senior Consultant, Thrivence
WORKSHOP 5
Room: Bangkok B
Private Equity: What’s it all about and is it right for you?
Private Equity is changing the face of the industry, and the fortunes of many firms. Choose this workshop to demystify Private Equity and figure out if it makes sense for your firm.
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Your Let’s Get Down to Business coach:
Nick Belitz, Principal, Morrissey Goodale
Opening Reception
On the pool deck at the Mandarin Oriental overlooking Biscayne Bay
Networking never felt so good. Catch the sunset over Biscayne Bay while you mingle with Symposium attendees, speakers and sponsors. Make new connections and get reacquainted with others as you enjoy an open bar, hors d’oeuvres and live calypso music before heading out into the night to enjoy everything that Miami has to offer.
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Agenda
Breakfast
Mandarin Oriental Ballroom Salon 1
Start your day with breakfast overlooking stunning Biscayne Bay and making valuable connections with industry executives and investors.
State of the Industry
Mandarin Oriental Ballroom Salons 2-3
This powerful opening session brings together the results of Deltek’s 44th Clarity Survey of AE and Environmental Firms (the most comprehensive financial and business survey of the industry), with proprietary Morrissey Goodale data and intelligence to paint a picture of how the industry is performing now in real-time. It’s a great way for you to benchmark your firm’s performance.
PRESENTERS:
Megan Miller, CPSM, Director, Product Marketing, Deltek
Nick Belitz, Principal, Morrissey Goodale
Networking Break
Mandarin Oriental Ballroom Foyer
Future of the Industry ENR 500 CEO Panel
Mandarin Oriental Ballroom Salons 2-3
CEOs from four of the industry’s leading firms share their perspectives on where the industry is headed and debate the opportunities and risks that they see in the future.
PANELISTS:
Gary Bowman, Founder & CEO, Bowman Consulting Group (ENR #87)
Scott Cattran, Chairman & CEO, Woolpert (ENR #56)
Brian Curtin, CEO & Chairman of the Board, BRPH (ENR #279)
Kouhaila (Ki) Hammer, CPA, President & CEO, Ghafari (ENR #137)
MODERATOR:
Karen Erger, Senior Vice President & Director of Practice Risk Management, Lockton
Sarah Thornhill, Consultant, Morrissey Goodale
Lunch
Presentation of the of the 2024 Most Proficient and Prolific Acquirer Award
Mandarin Oriental Ballroom Salon 1 and Terrace
Take lunch while continuing your power networking with AE industry executives, investors and experts.
During lunch we’ll be recognizing and hearing from this year’s recipient of the industry’s Most Proficient and Prolific Acquirer Award.
All-Star Buyers Best Practices Panel
Mandarin Oriental Ballroom Salons 2-3
Award recipients of the 2023 Excellence in Acquisitive Growth Series come together in this panel discussion to share the best practices that make them some of the best acquirers in the industry and describe how they are viewing the market in 2024.
PANELISTS:
Dan Huntington, SE, PE, CE, LEED AP, Executive Vice President, M&A Synergy Team, IMEG (ENR #57)
IMEG was the recipient of the 2023 Most Proficient and Prolific Award
Daniel Powers, Senior Vice President, Corporate Development, TRC Companies (ENR #16)
TRC was the recipient of the 2023 Best Post-Transaction Performance Award ($50 million plus category)
Kristi Tahmasiyan, Principal, Vice President, Director of Mergers & Acquisitions, Terracon (ENR #20)
Terracon was the recipient of the 2023 Most Innovative Acquirer Award
MODERATOR:
Katharine Van Leer, Consultant, Morrissey Goodale
Networking Break
Mandarin Oriental Ballroom Foyer
Sellers Best Practices Panel
Mandarin Oriental Ballroom Salons 2-3
Selling or recapitalizing your firm is one of the most important decisions that you can make. And you want to do it right. And you really only want to do it once. This panel discussion brings together CEOs from both the Southeast and nationally who have recently sold their firms to share their stories and answer your questions about what it takes to successfully sell or recapitalize your firm.
PANELISTS:
Ed Buck, CEO, Inwood Consulting Engineers – an Ardurra Company (ENR #89)
Ward Friszolowski, AIA, President, COO, Harvard Jolly | PBK
Jennifer Gould, Executive Coach, IMEG (ENR #57)
MODERATOR:
Sarah Thornhill, Consultant, Morrissey Goodale
Networking Break
Mandarin Oriental Ballroom Foyer
NEW FOR 2024! The Innovation Incubator for the AE Industry
Mandarin Oriental Ballroom Salons 2-3
You be the judge as five of the most innovative business startups from the Shadow Partners’ incubator program pitch their ideas from the stage. Who knows, maybe your firm will end up investing in or acquiring one of them.
FACILITATORS:
Jeff Echols, Senior Advisor, Innovation Evangelist, Shadow Partners
Brendon Cussio, Principal, Morrissey Goodale
Networking Reception
Mandarin Oriental Ballroom Foyer
Continue your networking and discussions as you enjoy an open bar and hors d’oeuvres’.
Sign up here to receive updates on the agenda including announcements about new panelists, speakers and sponsors!
Agenda
Networking Breakfast
Mandarin Oriental Ballroom Salon 1 and Terrace
Start your day with breakfast overlooking stunning Biscayne Bay and making valuable connections with industry executives and investors.
The 1000 Club
Mandarin Oriental Ballroom Salons 2-3
This panel brings together deal advisors and experts who between them have advised on over 1000 transactions to share their observations on the market, the emerging trends and terms they are seeing in deals in 2024, and their advice for buyers and sellers now.
PANELISTS:
George E. Christodoulo, Partner – Lawson & Weitzen, LLP
Brendon Cussio, Principal, Morrissey Goodale
David M. Sullivan, Partner – PKF O’Connor Davies
MODERATOR:
Katharine Van Leer, Consultant, Morrissey Goodale
Networking Break
Mandarin Oriental Ballroom Foyer
M&A Trends and Valuations
Mandarin Oriental Ballroom Salons 2-3
In this moderated discussion, Nick Belitz and Jon Escobar of Morrissey Goodale share their observations on the M&A market in 2024 and reveal where valuations are now (and where they’re headed).
PANELISTS:
Nick Belitz, Principal, Morrissey Goodale
Jon Escobar, Principal, Morrissey Goodale
MODERATOR
Sarah Thornhill, Consultant, Morrissey Goodale
Closing remarks
Confidential consulting sessions with the Morrissey Goodale team
Schedule time with one of the Morrissey Goodale team to confidentially discuss your business, strategy, M&A, ownership transition, business exit, or innovation questions.
Sign up here to receive updates on the agenda including announcements about new panelists, speakers and sponsors!
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Your registration fee includes the business workshops and opening cocktail reception on March 20, the full day of events, materials and reception on March 21, and breakfast and half day sessions on March 22.
Engineering Registered Continuing Education Program
PDH Credit to be Awarded to Non-Florida Residents: 8.25
FBPE approved PDH Credit to be Awarded to Florida Licensed Engineers: 7.25
Morrissey Goodale has met the standards and requirements of the Registered Continuing Education Program. Credit earned on completion of this program will be reported to RCEP. Certificates of Completion will be issued to all participants. Complaints regarding registered providers may be sent to RCEP at www.RCEP.net