Western States M&A, Strategy, and Innovation Symposium

Word on the Street Live!
Chopin 1-2

Mark Goodale and Mick Morrissey – the authors of the popular weekly Word on the Street – share their perspectives on the most pressing and important industry issues and take any and all questions in this thought-provoking, wide-ranging session.

HOSTS
Mark Goodale, Principal – Morrissey Goodale
Mick Morrissey, Managing Principal – Morrissey Goodale

Opening Reception
Chopin patio

Network with AE industry executives and investors from across the U.S. while enjoying cocktails and hors d’oeuvres. Then head out to enjoy everything that Las Vegas has to offer. But don’t stay out too late, breakfast is served at 7:30 AM tomorrow!

Breakfast
Chopin

Start your day with breakfast and making valuable connections with industry executives and investors.

State of the Industry
Brahms

Mark Goodale and Megan Miller reference a wealth of proprietary and up-to-the-minute data from Morrissey Goodale and the hot-off-the-presses 44^th Deltek Clarity Report to share how the AE industry is performing mid-2023 now and what lies ahead.

SPEAKERS
Mark Goodale, Principal – Morrissey Goodale
Megan Miller, Director of Product Marketing – Deltek (Herdon, VA)

Networking Break
Brahms Promenade

CEO Strategy Panel: A view from the top
Brahms

CEOs from some of the industry’s top firms discuss the state of the industry and where it’s headed. They’ll share their views on the trends that are reshaping how business gets done and the potential disruptions that lie ahead.

Po-Sun Chen, CEO – Anchor QEA (Seattle, WA) (ENR Top Environmental Firm #106)
Terry Ruhl, PE, F. ASCE, DrBA, Chairman and Chief Executive Officer – Lochner (Chicago, IL) (ENR #128)
Mercedes Sierra, CEO – SENER Engineering and Systems (Los Angeles, CA)

MODERATORS
Nick Belitz, Principal – Morrissey Goodale
Karen Erger, Senior Vice President and Director of Practice Risk Management – Lockton (Kansas City, MO)

Networking Lunch
Chopin

Continue your day dining and making valuable connections with industry executives and investors.

The BST Global Innovation Series
Brahms

AI, Machine Learning, Digitization – reimagining the traditional service model. These are just some of the topics that will be discussed. In this always eye-opening session, you’ll hear from industry innovators, investors and experts about what’s next and what it means for your firm.

PANELISTS
Javier A. Baldor, Chief Executive Officer – BST Global (Tampa, FL)
KP Reddy, Founder – Shadow Ventures (Atlanta, GA)
John Willis, PE, President and Chief Executive Officer – Parametrix (Seattle, WA) (ENR #152)

MODERATOR
Sarah Thornhill, Consultant – Morrissey Goodale

Networking Break
Brahms Promenade

Buyers Best Practices Panel
Brahms

In this moderated panel discussion, some of the industry’s most prolific and skilled acquirers share how they originate deals, analyze transactions, and integrate acquisitions successfully.

PANELISTS
Steve Betts, Executive Vice President and Chief Financial Officer – Merrick (Greenwood Village, CO) (ENR #92)
Dan Huntington, CE, PE, SE, LEED AP, Executive Vice President, M&A Synergy Team – IMEG (Rock Island, IL) (ENR #57)
Andra Kidd, Chief Growth and Strategy Officer – Verdantas (Dublin, OH) (ENR #149)

MODERATOR
Nate Wentworth, CVA, CM&AA, FMVA, Senior Consultant – Morrissey Goodale

Networking Break
Brahms Promenade

Sellers and Partnerships Best Practices
Brahms

CEOs who have recently sold their firms or found a new capital partner share what they learned through the process. They’ll offer advice for potential sellers and those seeking external capital and discuss what life is like after the deal is done.

PANELISTS (ADDITIONAL PANELISTS TO BE ANNOUNCED)
Bill Russell, Regional Director, Northwest Region – Ardurra; Former President – T-O Engineers (Boise, ID)
Mary Presecan, Board Chair | Chief Business Development Officer – LRE Water (Denver, CO)

MODERATOR
Alexander (“Allie”) Tepper, PhD, Principal Advisor – Morrissey Goodale

Networking Reception 
Brahms Patio

Continue your networking with cocktails and hors d’oeuvres before heading out to enjoy the Las Vegas scene.

Networking Breakfast 
Chopin

Start your day with breakfast and making valuable connections with industry executives and investors.

500 Club Panel: Deal Making in 2023 
Brahms

In this lively panel discussion, M&A experts – who between them have advised on over 500 successful transactions – will discuss what it takes for buyers and sellers to get deals done in 2023. They’ll share what they are seeing in terms of best practices and innovations for deal structuring, deal closing and integration.

PANELISTS
George E. Christodoulo, Partner – Lawson & Weitzen, LLP (Boston, MA)
David M. Sullivan, Partner – PKF O’Connor Davies (Boston, MA)

MODERATOR
Brendon Cussio, Vice President – Morrissey Goodale

Networking Break
Brahms Promenade

AE and Environmental Industry M&A Trends and Valuations
Brahms

Nick Belitz and Jon Escobar team up to bring you the latest M&A trends and deal prices – nationally and in the West.

Nick and Jon will also announce the Most Innovative Acquirer Award awarded to the design or environmental firm that has introduced a specific improvement in their deal-making or deal-integration process that resulted in measurable improvements.

Networking Lunch
Chopin

Make one last connection before you take what you’ve learned back to the office. This could be where you connect with your ultimate M&A partner or investor!