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2018
NOVEMBER 7-9, 2018 RITZ-CARLTON
in beautiful NAPLES, FLORIDA
This is your invitation to attend the conference for architecture,
engineering and environmental executives focused on growth and
the creation of real and sustainable value in their organizations
come to LEARN
come to NETWORK
come to GROW
RE GISTR ATION B R O CHURE
Dear A/E Professional,
I’d like to personally invite you to attend our annual Growth & Ownership Strategies
Conference on November 7-9 at the beautiful Ritz-Carlton Resort in Naples, Florida.
For the last eight years this event has gathered together top executives of success-
ful architecture, engineering and environmental consulting firms throughout the
U.S. and abroad, as well as a wide variety of thought leaders. The goal of this confer-
ence is to showcase the most effective strategies and best practices for achieving
growth, improving profitability, and building real and sustainable value in your firms.
I’m very excited about this year’s lineup of speakers and panelists. The wide range of
sessions will cover the following topics:
• The current state and latest trends of the A/E industry
• The outlook for the global, national and regional economies
• Overcoming barriers to growth
• How the tax reform act impacts the industry and the latest tax
management strategies
• The importance of good corporate governance
• Public Private Partnerships and the opportunities for A/E firms
• How to find, grow and keep the best employees
• Excelling through the application of deliberate thinking, teamwork,
contingency planning and diversity experience.
Come to Learn
We’ve once again brought together an exceptional faculty of speakers and pan-
elists in order to provide you with unique insight, new ideas and tactical informa-
tion designed to help your organization work efficiently and be more successful.
Come to Network
Included with your registration are a golf outing at the adjacent Tiburón Golf Club, a
group fishing charter out of the Port-O-Call Marina, evening networking receptions,
breakfast and lunch receptions as detailed in the following program. In short, our goal
is to provide a wide variety of opportunities for you to leverage the knowledge and
experience of all participants, make new connections, and build new relationships!
Come to Grow
Whether your firm has a handful of employees or thousands, sustained growth
and consistently strong performance is critical for the long-term success of your
business. So please join us in beautiful Naples, Florida and see first-hand how
other firm leaders are accomplishing their growth and performance goals.
Sincerely,
Ian Rusk, ASA, CM&AA
Managing Principal
Rusk O’Brien Gido + Partners, LLC
Providing financial advisory services for the architecture,
engineering and environmental consulting industries
Boston Washington, DC Las Vegas
3
A G EN DA A T -A -G LAN C E
WEDNESDAY, NOVEMBER 7, 2018
12:30 p.m. Golf Outing I Sponsored by DGC
Tiburón Golf Club
1:00 - 5:00 p.m. Pre-Conference Ownership Transition and Merger & Acquisition Workshop
Led by Ian Rusk and Michael O’Brien, Principals, Rusk O’Brien Gido + Partners
6:30 - 9:00 p.m. Welcome Reception I Sponsored by Ames & Gough
Tiburón Golf Clubhouse
THURSDAY, NOVEMBER 8, 2018
7:30 - 8:30 a.m. Registration & Networking Breakfast I Sponsored by Clearview
8:30 - noon Welcome & Keynote Presentations
State of the A/E Industry – At the Mountain’s Peak or Room to Climb?
Steve Gido, Principal, Rusk O’Brien Gido + Partners
Trident Fundamentals: Navy SEAL Maxims for Business and Life
Dave Sears, Co-Founder & Managing Partner, Xundis Global, LLC
How A/E Leaders Overcome 7 Silent Growth Killers
Robert Sher, Founding Principal, CEO to CEO
12:00 - 1:30 p.m. Lunch I Sponsored by alliantgroup
Court of Palms
1:30 - 2:45 p.m. Keynote Presentation
Enjoy the Ride
Steve Gilliland, Hall of Fame Speaker and Best Selling Author
3:00 - 4:00 p.m. Concurrent Breakout Sessions
Are You Ready for Tax Reform and Your Exit Strategy?
David M. Sullivan, Jr, CPA, Partner, DGC
Score More Work through a Strategic Business Development Approach
Jen Newman, CPSM, CEO, Ignite Coaching & Consulting, LLC
What Is Corporate Governance and Why Is It So Important?
Michael O’Brien, Principal, Rusk O’Brien Gido + Partners
4:00 - 5:00 p.m. Concurrent Breakout Sessions
Tax Breaks for Architects & Engineers
Brian Aumueller, Managing Director, alliantgroup
P3 Opportunities for Design Professionals
Michael Herlihy, ARM, CRIS, Executive Vice President & Partner, Ames & Gough
Designing Incentive Compensation Plans that Attract, Motivate and Retain Employees
Joseph Sorrentino, Principal, FW Cook
6:30 - 9:00 p.m. ROG+ Reception with hors d’oeurves and carving stations I Sponsored by Newforma
The Ritz-Carlton Golf Resort Poolside
FRIDAY, NOVEMBER 9, 2018
7:30 - 8:15 a.m. Networking Breakfast I Sponsored by Planifi
8:15 - 9:30 a.m. Welcome & Panel Discussion
The Perfect Storm - A/E M&A and Strategic Growth Panel
Moderated by Steve Gido, Partner, Rusk O’Brien Gido + Partners
9:30 - 10:30 a.m. Keynote Presentation
Brown Sugar: Deriving Satisfaction through Data Analysis
Anirban Basu, Chairman & CEO, Sage Policy Group, Inc.
11:00 a.m. - noon Concurrent Breakout Sessions
Business by Design
Jane Walton, President, Jane Walton Consulting
Solve the People Puzzle
Kathleen Quinn Votaw, Founder & CEO, TalenTrust
How “Disruption” is Redefining Leadership
Jim Nevada, CEO, Nevada Group
1:00 - 4:30 p.m. ROG+ Grand Slam Fishing Tournament
Port-o-Call Marina
CONFERENCE.ROG-PARTNERS.COM I 800.543.5259 X 4
4
K E Y NO TE SE S S IO N S
State of the A/E Industry – At the Mountain’s Peak or Room to Climb?
Steve Gido, Principal, Rusk O’Brien Gido + Partners
The A/E industry continues to benefit from a strong national economy, steady demand from
both the private and public sectors, robust executive confidence, promising tax reform, and
solid financial performance. But have we seen this story before? With the current economic
expansion the second longest on record, the ramifications of a mature industry cycle are in-
creasingly evident. Executives in 2018 have to navigate through a range of risks that potentially stand to
curb future growth including rising interest rates, tight labor markets, higher material costs and disruptive
technologies and consolidation. Steve Gido will break down the industry landscape, assess ROG’s latest
financial metrics, and discuss various growth and exit strategy paths for A/E leaders today.
Trident Fundamentals: Navy SEAL Maxims for Business and Life
Dave Sears, Co-Founder & Managing Partner, Xundis Global, LLC
Using three popular Navy SEAL maxims, this presentation provides universal principles
that everyone, regardless of position or industry, can use to improve their business and
life. Dynamic stories from combat and training illustrate the key topics of deliberate
thinking, cutting through noise, teamwork, contingency planning, diversity of experience,
and avoiding burn out.
How A/E Leaders Overcome 7 Silent Growth Killers
Robert Sher, Founding Principal, CEO to CEO
For an executive team, the excitement of leading a steadily or rapidly growing midsized
firm can be exhilarating – that is, until growth grinds down to a halt. In this presenta-
tion, Robert Sher explores how seven silent growth killers have derailed midsized firms
based on his years of research on more than 100 companies. Illustrating the seven si-
lent growth killers through real examples, Robert explains how leaders can protect their companies
from them or avoid them altogether.
Enjoy the Ride
Steve Gilliland, Hall of Fame Speaker and Best Selling Author
A blueprint for getting the most out of life, this session invites attendees to examine where
they are personally and professionally. Attendees will leave lifted and inspired to evolve and
appreciate, rather than simply maintain and exist. Steve will challenge attendees to: 1. Check
your passions: Love what you do and never forget why you do it; 2. Cure your destination
disease: Live more for today, less for tomorrow and never about yesterday; and 3. Refocus your atten-
tion: Decide what’s important and never take it for granted. To achieve true success and fulfillment, you
must first discover an enthusiasm for your work and personal life. Decide where you are heading, get on
the bus, choose the right seat and Enjoy The Ride™!
Brown Sugar: Deriving Satisfaction through Data Analysis
Anirban Basu, Chairman & CEO, Sage Policy Group, Inc.
Always a favorite, this presentation provides detailed discussions of global, national
and regional economies using the most up-to-date data available. Special attention is
invested in critical elements of economic life, including the performance of financial,
labor, and real estate markets.
CONCURRENT BREAKOUT SESSIONS
Are You Ready for Tax Reform and Your Exit Strategy?
David M. Sullivan, Jr, CPA, Partner, DGC
We will provide an overview of the tax reform act, recent technical guidance in “laymans” terms, and
discuss the opportunities contained in the new law which your firm should be evaluating. We will
also cover popular tax strategies such as tax incentives and credits, S- Corp / LLC vs C-Corp deci-
sions and implications in an exit strategy, and the impact of a stock vs asset / 338(h)10 sale structure
when selling your firm. Open discussion and Q&A encouraged.
NOVEMBER 7-9, 2018 | RITZ-CARLTON | NAPLES, FL
5
CONCURRENT BREAKOUT SESSIONS CONTINUED...
Score More Work through a Strategic Business Development Approach
Jen Newman, CPSM, CEO, Ignite Coaching & Consulting, LLC
Implementing a strategic business development approach driven by a priority-based client manage-
ment system allows you to place more focus on specific targets enabling you to convert more of
your leads into projects. This session will guide you through the development of your strategic busi-
ness development playbook and help you win more work!
What Is Corporate Governance and Why Is It So Important?
Michael O’Brien, Principal, Rusk O’Brien Gido + Partners
Whether your firm is large or small, understanding corporate governance is essential to creating a
well-lead organization. A firm with strong corporate governance will be better prepared for leadership
succession than a firm that simply has a strong culture. Furthermore, shareholders of well-governed
firms are more likely to successfully monetize their investments when it comes time to retire. Come
hear how firms that focus on corporate governance are creating “leadership-lead” organizations.
Tax Breaks for Architects & Engineers
Brian Aumueller, Managing Director, alliantgroup
Join alliantgroup for an educational session on the latest updates to powerful tax credits, incentives
and deductions for architectural and engineering firms. To date, alliantgroup has helped architects
and engineers uncover over $430 million in credits and incentives.
P3 Opportunities for Design Professionals
Michael Herlihy, ARM, CRIS, Executive Vice President & Partner, Ames & Gough
The current proposed Federal infrastructure plan, with its focus on Public Private Partnerships will
lead to greater opportunities for design professionals. This session will examine the roles that engi-
neers and architects can play on P3 projects. We will assess the risks associated with each role and
provide advice on ways to manage and mitigate these risks. The goal is to prepare firms considering
P3 work so that their opportunities will be profitable.
Designing Incentive Compensation Plans that Attract, Motivate and Retain Employees
Joseph Sorrentino, Principal, FW Cook
Executive compensation consultant, Joe Sorrentino will help unravel the secrets of successful incen-
tive compensation structures including designing incentive compensation plans that are aligned with
company goals and value creation. Essential annual and long-term incentive considerations will be ad-
dressed including recent trends, goal setting challenges, payout curves, prevalence and mix of vehicles,
length of performance periods, and use of relative vs. absolute performance measures.
Business by Design
Jane Walton, President, Jane Walton Consulting
Beautifully designed organizations are meaningful for employees, memorable for customers and im-
pactful to the bottom line. Utilizing the basic principles of design organization – focal point, contrast,
scale, unity, movement, and rhythm – you will learn to refine your company’s vision, organize your
internal efforts and achieve business results.
Solve the People Puzzle
Kathleen Quinn Votaw, Founder & CEO, TalenTrust
Companies are clearly struggling with how to recruit and retain top talent, but each company has a
unique People Puzzle™. While the people puzzle isn’t easy to solve, Kathleen will offer specific personal
and client stories as well as key perspectives that will help you find, grow and keep the best employees.
How “Disruption” is Redefining Leadership
Jim Nevada, CEO, Nevada Group
What makes a great leader in this age of disruption? How do firms thrive in our highly dynamic busi-
ness environment? Successful leaders understand that, to succeed in the future, they must become
disruptive in how they lead. Being disruptive is an internal mindset that seeks continual improvement
and recognizes that the world is evolving quickly, and that it’s far better to lead in that evolution than to
follow. Jim Nevada will show you what success looks like in leading firms, why human capital is the key
to success, and how you and your teams can lead in this new era.
CONFERENCE.ROG-PARTNERS.COM I 800.543.5259 X 4
6
S PEC IA L EV EN T S
W ED NESDAY, NO VE M BE R 7 , 2 0 1 8
12:30 p.m. Golf Outing
Sponsored by DGC
Plan on enjoying an afternoon round at the beautiful Greg Norman-designed
Tiburón Golf Club adjacent to The Ritz-Carlton Golf Resort in Naples. We have
arranged for a shotgun start at 12:30 p.m. and your greens fee, cart and
lunch are all included in your registration fee — all we need is your handicap
and shirt size.
1:00 – 5:00 p.m. Pre-Conference Ownership Transition and
Merger & Acquisition Workshop
Led by Ian Rusk and Michael O’Brien of Rusk O’Brien Gido + Partners
This intensive four-hour workshop will cover the various internal and external
options for transitioning ownership in an A/E or environmental consulting
firm. Topics covered will include: 1.) The pros and cons of the various transi-
tion options; 2.) How a firm’s valuation will vary under different transition
scenarios; 3.) The basic elements of an internal transition plan; 4.) How ESOPs
can augment an internal transition; and 5.) The basics of merging with or
selling your firm to an outside entity.
6:30 - 8:00 p.m. ROG+ Welcome Reception
Sponsored by Ames & Gough
This casual welcome reception will allow you to mingle with your peers from
all over the country and abroad. Count on plenty of food and beverages to
get everyone in the mood for Day One of the conference. Join your hosts,
other attendees and speakers at the beautiful Tiburón Golf Clubhouse —
right next to The Ritz-Carlton — for a relaxing get-together that promises to
be a highlight.
THU RSDAY, NOVE M B E R 8 , 2 0 1 8
6:30 - 9:00 p.m. ROG+ Reception
Sponsored by Newforma
After a full day of keynotes and panel discussions (ending at 5:00 p.m.) get
ready for the BIG ROG+ Reception at 6:30 p.m. Spouses and companions are
welcome to join us and enjoy everything Florida has to offer along with hors
d’oeuvres, carving stations, an open bar and fine wines. There will be no need
for dinner reservations after this party!
FRIDAY, NOVEM B E R 9 , 2 0 1 8
1:00 - 4:30 p.m. ROG+ Grand Slam Fishing Tournament
Plan on boarding an open trolley in front of The Ritz-Carlton at 12:30 p.m. for
a 15-minute ride to Port-o-Call Marina where we will grab sandwiches and
board numerous fishing vessels with experienced captains for some
backwater sport fishing. Last year we filled every boat the Marina had to offer,
so be sure to secure your spot on this fun, 3 1/2 hour outing as it’s truly a
great way to end the conference and worth staying another night.
NOVEMBER 7-9, 2018 | RITZ-CARLTON | NAPLES, FL7
NOVEMBER 7-9, 2018 THE RITZ-CARLTON GOLF RESORT NAPLES, FLORIDA
ATTENDEE REGISTRATION FORM
The full conference registration fee is $1,995 through Friday, September 14th. Additional attendees from
the same firm can also register for only $1,895. This fee includes the conference program, pre-
conference workshop or golf outing, fishing tournament, breakfasts, lunch and refreshment breaks
during the program, and evening receptions. After September 14th, the registration fee increases to
$2,195 ($2,095 for additional attendees from the same firm). Spouses and significant others are
welcome to attend the evening receptions at no extra charge.
Your registration fee does not include your hotel room. Please call The Ritz-Carlton Golf Resort at
877.557.3092 and identify yourself as participating in the ROG Growth & Ownership Strategies
Conference on November 7-9 and receive the special room rate of only $235. We have secured this
special rate so you can extend your stay through the weekend.
.....................................................................................................................................
Full Name: T-shirt size: Small Medium Large X-Large
Nickname:
Title: Yes, I will join the:
Company: Golf Outing on Wednesday afternoon, Nov. 7th
Address: Pre-Conference Ownership Transition and M&A
Workshop on Wednesday afternoon, Nov. 7th
Grand Slam Fishing Tournament on Friday afternoon,
City State Zip Nov. 9th
Please note that the Golf Outing and Pre-Conference Workshop events are
conccurent. All events are included in your registration.
Phone:
Email: Companion’s name:
.....................................................................................................................................
Registering an additional attendee from the same company?
Full Name: T-shirt size: Small Medium Large X-Large
Nickname: Specify event participation preferences below:
Title:
Email: Companion’s name:
Call 800.543.5259 x 4 for pricing on sending four or more attendees.
.....................................................................................................................................
Total Payment Amount: $
Card: Visa Mastercard Discover Amex Billing address if different from address listed for first attendee:
Card holder name:
Card number:
City State Zip
Expiration Date: /
Verification code: Phone:
Signature:
3 E AS Y WAY S T O R E G I STER:
Go online to Mail your registration form to Call 800.543.5259 x 4 to ask
conference.rog-partners.com Rusk O’Brien Gido + Partners questions and/or conduct your
Four Mill & Main Place, Suite 310 registration over the phone
Maynard, MA 01754
FOR TRAVEL INFORMATION, VISIT CONFERENCE.ROG-PARTNERS.COMNOVEMBER 7-9, 2018 RITZ-CARLTON NAPLES, FLORIDA
come to LEARN
come to NETWORK
come to GROW
ROG + Partners I Four Mill & Main Place, Suite 310 I Maynard, MA 01754
This annual conference gathers leaders of successful engineering, environmental consulting Address corrections? Presorted
and architecture firms throughout the country with the goal of showcasing the most effective eMail us at First Class Mail
strategies for achieving growth, improving profitability, and building real and sustainable value. US Postage
events@rog-partners.com PAID
Holliston, MA
Some of this year’s topics include: Permit No. 72
• Tax Reform and the A/E Firm • Incentive Compensation Plans that Attract,
• Score More Work through a Strategic Business Motivate & Retain Employees
Development Approach • Business by Design
• What Is Corporate Governance and Why Is It • Solving the People Puzzle
So Important? • How “Disruption” is Redefining Leadership
• Tax Breaks for Architects & Engineers • How A/E Leaders Overcome Silent Growth
• P3 Opportunities for Design Professionals Killers — and much, much more!
REGISTER NOW & SAVE!
Call 800.543.5259 x4 or visit conference.rog-partners.com
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