The Post Oak Hotel at Uptown Houston

Agenda

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Tuesday, October 11

Post Oak Hotel

12:00 – 1:15 pm

Networking lunch
Grand Foyer South

Network with AE industry executives and investors from across the U.S.

Welcome and opening remarks by Mick Morrissey, Managing Principal, Morrissey Goodale

1:15 – 1:30 pm

Networking break

1:30 – 2:45 pm

2022 M&A Trends  
Grand Ballroom I

Jon Escobar shares the most current M&A trends.

2:45 – 3:00 pm

Networking break

3:00 – 4:15 pm

Innovation – from concept to market
Grand Ballroom I

In this panel discussion, executives from three of the industry’s most innovative firms discuss how they foster innovation, decide which new ideas to advance and which to shut down, and how they bring new products and services to market.

PANELISTS
Javier A. Baldor, Chief Executive Officer, BST Global (Tampa, FL)
Veronica V. Waite, Technical Sales Consultant, Walter P Moore Technology (Houston, TX)
Rex White, Director, Commercial Innovation & Strategy, AECOM (Los Angeles, CA)

MODERATOR
Stafford Palmieri, Principal Consultant, Morrissey Goodale

4:30 – 5:30 pm

Advancing Women in the AE Industry
Pin Oak

Join us for a networking event for attendees interested in continuing to advance leadership opportunities for women in the AE industry. The casual networking event is an opportunity to come together to discuss and address the challenges women face in the AE industry and to share experiences, celebrating the impact of women throughout AE. 

Hosted by Tricia Washington, Vice President, Morrissey Goodale and Gen Oraa, Partner, CohnReznick.

5:30 – 7:00 pm

Cocktail Reception
Willie G’s Seafood – adjacent to the Post Oak Hotel

Wednesday, October 12

Post Oak Hotel

7:00 – 8:00 am

Breakfast
Grand Foyer South

8:00 – 9:00 am

2022 M&A Valuations and Deal Prices
Grand Ballroom I

Nick Belitz presents the most up-to-date 2022 deal-pricing data. He’ll explore why are some firms are worth more than others and why some buyers value M&A opportunities differently. He’ll also discuss how valuations of firms in Texas and Southern States compare with other parts of the country and where firm prices are headed.

9:00 – 9:15 am

Networking Break

9:15 – 10:30 am

Strategy for the modern AE and environmental firm
Grand Ballroom I

In this panel discussion, executives from three of the industry’s leading firms share insights on critical business strategies for the next five years. Learn how they set a company-wide vision, built the strategic roadmap for achieving it, and aligned their organizations during these turbulent times.

PANELISTS
Gregory A. Kelly, P.E, President and Chief Executive Officer, STV (Douglassville, PA)
Monica Silver, President, CobbFendley (Houston, TX)
Timothy B. Wall, Chairman & CEO, CDM Smith (Boston, MA)

MODERATORS
Karen Erger, Senior Vice President & Director of Practice Risk Management, Lockton (Kansas City, MO)
Mark Goodale, Principal, Morrissey Goodale

10:30 – 10:45 am

Networking Break

10:45 – noon

Buyers Best Practices – from deal sourcing to integration
Grand Ballroom I

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
Andra Kidd, Chief Growth and Strategy Officer, Verdantas (Dublin, OH)
Bret Tushaus, Vice President, Product Management, Deltek (Waukesa, WI)
Chris Young, President & CEO, Plummer Associates (Fort Worth, TX)

MODERATORS
Gen Oraa, Partner, CohnReznick (New York, NY)
Tricia Washington, Vice President, Morrissey Goodale

12:00 – 1:30 pm

Networking Lunch
Grand Foyer South

1:30 – 2:15 pm

The 500 Club: Advice for buyers in 2022
Grand Ballroom I

In this lively panel discussion, Brendon Cussio, George Christodoulo and Dave Sullivan—who collectively have closed over 500 AE and environmental transactions—share their perspectives on what’s important for buyers to prioritize to get deals done in 2022 and answer any and all questions.

2:15 – 2:30 pm

Networking Break

2:30 – 3:30 pm

Sellers Best Practices Panel
Grand Ballroom I

Hear from CEOs who have recently sold their firms about what they learned through the firm sale process, what advice they have for potential sellers, what they would have done differently, and what life is like on the other side.

PANELISTS Additional panelists to be announced
J.J. Roohms, President, CP&Y, Inc. (Dallas, TX)

MODERATOR
Nate Wentworth, FMVA, CM&AA, Consultant, Morrissey Goodale

3:30 – 3:45 pm

Networking Break

3:45 – 4:45 pm

The 500 Club: Advice for sellers in 2022
Grand Ballroom I

Brendon, George and Dave take center stage again share their perspectives what’s important for sellers to focus on to get deals done in 2022. They’ll discuss best practices for deal structuring and deal closing and their top tips for structuring the best deal for any seller.

4:45 – 5:00 pm

Conclusion

5:00 – 6:00 pm

Closing Cocktail Reception 
Grand Foyer South

Continue your deal-making and networking at the post-event cocktail reception.

REGISTER NOW

Texas and Southern States
M&A, Strategy, and Innovation Symposium
October 11-12, 2022
PRICING

Registration fee ………. $1,695

Your registration fee includes the October 11th networking lunch, cocktail reception, and the full day of events and materials on October 12th, as well as breakfast, lunch, and a post-symposium cocktail reception.

Register Now

Discounted rates are available for ACEC TX, ACECL, and ACECA members. For the special discount code*, please contact your ACEC chapter:
TEXAS – Michael Hancock
LOUISIANA – Janet Tomeny
ARKANSAS – Angie Cooper
NEW MEXICO – Dawn Tibbetts
*Discount codes may not be combined with any others.

Registration rates for industry vendors, consultants and advisors

Posted registration fees are exclusively for (a) principals and employees of AE and environmental consulting firms and (b) principals and employees of private equity funds or family offices. Registration fees for industry vendors and consultants may be obtained by contacting Corinne McCanse, Director of Events, Education, and Sponsorship, at [email protected].

"Good conference, learned a ton."

Tim Haener, President & CEO
J-U-B Engineers (ENR #240)

"Thanks for putting on a great Symposium. The content and networking were well worth the time and travel."

Miranda Patton, VP Business Development
MNS Engineers

"This was my first time attending the Symposium and came mainly to listen and learn what is going on in the market right now. I found it extremely educational and worthwhile. There was also plenty of opportunities to network and learn what is happening with others both on the buyers side and sellers side. Great event!"

Kendal Giles, President
Dekker/Perich/Sabatini (ENR #416)

"Timely and useful content as well as excellent networking event!"

Andra Kidd, Chief Growth and Strategy Officer
Verdantas

"An excellent event for buyers, sellers and those in between! Your data is pivotal to having a truly informed understanding of the current and future M&A market."

Bill Silva, Vice President
GHD (ENR #27)

"The symposium continues to be an amazing wealth of information on M&A trends and valuations."

Dan Huntingon, Vice President
IMEG (ENR #71)

"Had a great time, learned a lot, and met lots of great folks."

Devin Keeler, Associate Vice President
Dewberry  (ENR #36)

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ENGINEERING REGISTERED CONTINUING EDUCATION PROGRAM
Earn up to 8.50 Professional Development Hours

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.