Texas #AE Industry Conference 2018
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Oct 24-25, 2018 • Omni La Mansion del Rio • San Antonio

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Pre-Conference Workshops

WEDNESDAY, OCTOBER 24

Add a half-day pre-conference workshop and enhance your experience! Take an even deeper dive into your area of interest.
Choose one of three high-impact, hands-on workshops:

Strategic Business Planning Workshop

PRESENTER: Mark Goodale, Principal, Morrissey Goodale LLC

In this highly interactive workshop, Mark will guide you through the big picture trends and changes that are sweeping the AEC industry. You’ll be introduced to the principles and best practices of strategy and strategic planning. Then hear the top 10 dos and don’ts for successful strategic planning and execution based on their career advising AEC leadership teams.

Agenda: Wednesday, October 24

1:00 – 2:00 pm  Big picture trends and their implications on our industry

2:00 – 3:00 pm  Framing your firm’s future

3:00 – 4:00 pm  Turning strategy into action and results

Presenter

mark goodale

Mark Goodale

Principal, Morrissey Goodale LLC

Mark has served the A/E industry in just about every management consulting capacity that exists. Throughout his professional career, Mark has continually honed his unique sixth sense for helping industry executives deal with some of the thorniest issues the business world can dish out. His specialty is helping industry executives break down communication barriers, overcome fears, and resolve the seemingly unresolvable.

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PRE-CONFERENCE WORKSHOP

Strategic Planning Workshop
Registration fee……. $495

Conference + Workshop
Registration thru Sept 24……. $1,345

ACEC TX members* thru Sept 24…. $1,270
Contact ACEC TX for code.

Register Now

* Code required for discounted ACEC TX member pricing.

Your Workshop Registration fee includes all materials for your 1/2-day session. Your Conference Registration fee includes all receptions and networking sessions, all conference day sessions, breakfast and lunch, and materials for each attendee.

“Informative in-depth topics and panel discussions, well worth the time.”

Tim Stark
Senior Project Manager, T Baker Smith, LLC

Ownership Transition and M&A Workshop

PRESENTERS:
Nick Belitz, Principal, Morrissey Goodale LLC
George Christodoulo, Partner, Lawson & Weitzen, LLP

In this fast-paced workshop, you will be guided through the ownership options that are available for firms in the A/E industry today and the pros and cons of each. You’ll walk through how to successfully transition or sell your firm. Then you’ll hear the top 5 dos and don’ts for successful internal or external ownership transition.

Agenda: Wednesday, October 24

1:00 – 1:50 pm   Description of options for firm ownership transition

1:50 – 2:05 pm   BREAK

2:05 – 2:55 pm   How to make a successful transition and avoid common pitfalls

2:55 – 3:10 pm   BREAK

3:10 – 3:40 pm   Top 5 dos and don’ts for internal transition or firm sale

3:40 – 4:00 pm   Wrap Up

Presenter

nick belitz

Nick Belitz

Principal, Morrissey Goodale LLC

Nick specializes in merger and acquisition advisory for both sell-side and buy-side engagements, as well as valuation, financial advisory, and strategic business planning projects. His expertise lies in financial analysis, forecasting, and reporting, as well as deal structure and strategic business analysis. Nick presents regularly on the topic of ownership transition and M&A.

george christodoulo

George Christodoulo

Partner, Lawson & Weitzen, LLP

George is a corporate lawyer who has spent over thirty-five years in private practice. He has extensive experience in providing legal services to a/e/c firms on a national basis, with an emphasis on ownership transition, mergers and acquisitions, fiduciary duties of directors, professional licensure and termination of principals. He has completed over 160 transactions among AEC firms in the US and Canada, representing both buyers and sellers.

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PRE-CONFERENCE WORKSHOP

 

Ownership Transition and M&A Workshop
Registration fee……. $495

Conference + Workshop
Registration thru Sept 24……. $1,345

ACEC TX members* thru Sept 24…. $1,270
Contact ACEC TX for code.

Register Now

* Code required for discounted ACEC TX member pricing.

Your Workshop Registration fee includes all materials for your 1/2-day session. Your Conference Registration fee includes all receptions and networking sessions, all conference day sessions, breakfast and lunch, and materials for each attendee.

“Informative in-depth topics and panel discussions, well worth the time.”

Tim Stark
Senior Project Manager, T Baker Smith, LLC

Tax Strategies and Tax Reform

PRESENTER: David M. Sullivan, Jr., CPA, Partner, DCG

Tax reform has taken effect during 2018 and will change the tax planning landscape. The Tax Cuts and Jobs Act is the most significant tax legislation in our generation. This session will cover the impact of tax reform on the A/E Industry and strategies for your firm.

Agenda: Wednesday, October 24

1:00 – 2:00 pm  Overview of tax reform provisions influencing 2018 and future tax
planning strategies

2:00 – 3:00 pm  Impact of tax reform on exit planning and M&A transactions

3:00 – 4:00 pm  Developing your tax strategy – Open discussion and Q&A

Presenter

mark goodale

David M. Sullivan, Jr., CPA

Partner, DGC

David is a partner in the firm’s commercial business group and has approximately 30 years of experience providing audit and advisory services to closely-held and family-owned businesses in a variety of industries. David co-leads DGC’s Architecture & Engineering practice and represents firms across the country. He and his team have advised on over 100 M&A transactions of AE & environmental consulting firms.

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PRE-CONFERENCE WORKSHOP

Implications of New Tax Bill Workshop
Registration fee……. $495

Conference + Workshop
Registration thru Sept 24……. $1,345

ACEC TX members* thru Sept 24…. $1,270
Contact ACEC TX for code.

Register Now

* Code required for discounted ACEC TX member pricing.

Your Workshop Registration fee includes all materials for your 1/2-day session. Your Conference Registration fee includes all receptions and networking sessions, all conference day sessions, breakfast and lunch, and materials for each attendee.

“Informative in-depth topics and panel discussions, well worth the time.”

Tim Stark
Senior Project Manager, T Baker Smith, LLC

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ENGINEERING REGISTERED CONTINUING EDUCATION PROGRAM
Earn 2.50 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.