800.543.5259
events@rog-partners.com
 2019 PROGRAM
 Wednesday, November 6
12:30 p.m. ROG+ Golf Outing | Sponsored by DGC
Tiburón Golf Club next to The Ritz-Carlton Golf Resort
1:00 p.m. – 5:00 p.m. Pre-Conference Ownership Transition and Merger & Acquisition Workshop
Led by Ian Rusk and Jonathan Voelkel, Principals, ROG+ 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. It will cover: 1.) The pros and cons of the various transition options; 2.) How a firm’s valuation will differ under different transition scenarios; 3.) Basic elements of an internal transition plan; 4.) How ESOPs can augment an internal transition; 5.) The basics of merging with or selling your firm to an outside entity.
6:30 p.m. – 9:00 p.m. Welcome Reception | Sponsored by Ames & Gough
Tiburón Golf Club next to The Ritz-Carlton Golf Resort
 Thursday, November 7
7:30 a.m. – 8:30 a.m. Registration and Networking Breakfast  | Sponsored by alliantgroup
8:30 a.m. – 8:45 a.m. Welcome & Sponsor Introductions
8:45 a.m. – 9:00 a.m. Program Overview for Day 1
9:00 a.m. – 9:30 a.m. State of the A/E Industry – How Long Can the Good Times Last?
Steve Gido, CFA, Principal, ROG+ Partners
2019 marks another year of peak performance for many A/E firms. Executives are witnessing solid top-line growth along with strong profits and swelling backlogs. Rampant merger and acquisition activity, acute talent shortages, and generational shifts remain evident across the country. In addition, leaders and owners this decade have had to adjust to new social conscious aspects in running their organizations. Work-life balance, diversity inclusiveness with hiring and training, tuition assistance, social media branding, and environmental mindfulness have increasingly become standard governance and policy. Steve Gido will present the latest financial and business trends and reflect on the changing dynamics of the industry heading into 2020.
9:30 a.m. – 10:30 a.m. Keynote Session
Everyone Forever
Eleanor Allen, CEO, Water for People
Water For People has a proven solution to the global water and sanitation crisis. With programs in nine countries, we bring together local entrepreneurs, community members, and local governments to help develop and deliver water and sanitation services that last.  Water For People works to reach Everyone in a geographic area. This means reliable water and sanitation services for every family, clinic, and school. We want every single person – even the hardest-to-reach, the most vulnerable, and the marginalized – to have safe water and sanitation services that last Forever. This is our story…..
10:30 a.m. – 10:45 a.m. Networking Break | Sponsored by Planifi
10:45 a.m. – 12:00 p.m. Keynote Session
boot-camp-bookSuccessful Negotiating Secrets
Ed Brodow, Author, Negotiation Boot Camp
This keynote presentation will show you how you can outpace your competition by utilizing core negotiation strategies, such as aiming high, challenging negative assumptions, and improving listening skills. Ed’s high energy, humorous anecdotes, and useful ideas will create a blueprint that any A/E firm leader can follow to set winning goals and make you a more successful negotiator.
12:00 p.m. – 1:30 p.m. Lunch | Sponsored by Deltek
Court of Palms
1:30 p.m. – 2:45 p.m. Keynote Session
juggling-elephants-bookIt’s Time to Start Running YOUR Circus
Jones Loflin, Co-Author, Juggling Elephants
In running your firm, how do you handle the struggle of “too much to do?” Make a list of 37 things each morning and hope you don’t run out of day before you get them all done? You’d like to focus on growth and profitability, but just putting out the daily fires takes up all of your time. And where’s the time for your own personal renewal? The whole scenario can cause you to feel like you’re juggling elephants… and that’s not good for your company, your people, or you. What to do? Jones Loflin says the solution lies in running off and joining the circus…at least mentally.
2:45 p.m. – 3:00 p.m. Networking Break | Sponsored by Clearview
3:00 p.m. – 4:00 p.m. First Breakout Sessions
Breakout Session 1
A&E Industry Tax Strategies to Maximize Firm and Owner Value
David M. Sullivan, Jr, CPA, Partner, DGC
During this session we will present and discuss popular year end tax planning strategies for your firm to consider in 2019 and forward. We will  evaluate the impact of a sale of stock versus sale of assets under various entity structures.  We will also present an overview of a popular internal succession strategy using deferred compensation as a transition tool.
Breakout Session 2
Hey, Your Brand is Showing
Stacy Stout, Founding Principal, BRANDiac Strategies
If you have a business, you have a brand. Whether or not you strategically manage it, your brand is telling the world who you are and what you stand for. And what it’s saying can make or break your business reputation, growth and bottom line. 
Breakout Session 3
Structure Options for Consideration in Mergers & Acquisitions
David Eckberg, Director, Betts Patterson Mines, PS
This session will discuss a variety of different legal structures that can help parties minimize liabilities, gain maximum tax benefits, and facilitate the mutual business goals of the parties.  It is important that parties considering a transaction have knowledge of the breadth of these options before and as a part of the negotiation.
4:00 p.m. – 5:00 p.m. Second Breakout Sessions
Breakout Session 4
Improving Strategic and Operational Planning
Robert Sher, Founding Principal, CEO to CEO
It is amazing what teams can accomplish when the plan is crisp and clear and when only the most important priorities are called out and focused upon. Creating and executing such plans is a learned skill that isn’t taught in business school. Building that skill takes only a little training and some practice. Once mastered, planning skills will pay dividends for the remainder of an executive’s working life. This workshop is a chance to hone your planning skills and learn the time tested one page planning methodology, which is ideal for management teams to clarify strategy and translate it into actionable projects and measurable objectives. This is a plan you and your team will use all year long.
Breakout Session 5
Forces Impacting Ownership Models & Exit Strategies
Michael O’Brien, ASA, CM&AA, Principal, ROG+ Partners
This breakout session will cover the most popular trends ROG+ Partners has seen with firms’ culture and their preferred ownership model.  Creating liquidity and affordability for ownership is forcing firms to expand their ESOP ownership to 100% and implement deferred compensation plans with ESOPs and non-ESOP ownership models.
Breakout Session 6
Painting a Resource Management Masterpiece: A Guide for AEC Firms
John Mathew, Product Director Project Pursuit and Delivery, BST Global
Resource management is an essential element of how every architecture and engineering firm delivers professional services. Most firms, though, need a better picture of who is doing what to optimize resource management outcomes. In this session, we will discuss what the ideal picture of resource management looks like and how you can create a resource management masterpiece for your AEC firm. You will learn: Why resource management is important for AEC firms; who and what resource management impacts; how to set the stage for resource management success in your firm; and real-world examples of achieving resource management maturity for AEC firms.
5:00 p.m. – 6:30 p.m. Program Break: Check in with the home front, stretch your legs, enjoy a workout at the fitness center
6:30 p.m. – 9:00 p.m. ROG+ Reception with hors d’oeurves and carving stations | Sponsored by Newforma
The Ritz-Carlton Golf Resort Poolside
 Friday, November 8
7:30 a.m. – 8:15 a.m. Networking Breakfast | Sponsored by BST Global
8:15 a.m. – 8:30 a.m. Welcome to Day Two
8:30 a.m. – 9:30 a.m. Panel Discussion
Strategic Growth Panel Discussion
Moderated by Steve Gido, Principal, ROG+ Partners
9:30 a.m. – 10:30 a.m. Keynote Session
To All the Economists I’ve Loved Before
Anirban Basu, Chairman & CEO, Sage Policy Group, Inc.
Always a favorite, this presentation provides detailed observations of global, national and regional economies, using the most up-to date available data and delivered as only Anirban can.  Special attention is given to the economic outlook for architects and engineers including the performance and of financial, labor and real estate/construction markets.
10:30 a.m. – 11:00 a.m. Program Closing – Final Conclusions and Sentiments
11:00 a.m. – 12:00 p.m. Third Breakout Sessions
Breakout Session 7
Tax Credits & Incentives for A/E Firms
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. Hear from alliantgroup’s Managing Director Brian Aumueller as he walks you through the Research and Development (R&D) Tax Credit and the 179D Energy Efficient Commercial Building Deduction; how they are rewarding businesses like yours; the latest changes to the tax code from the IRS; and how you can qualify for these credits and incentives.
Breakout Session 8
Creating Workplaces that Don’t Suck
Hannah Ubl and Lisa Walden, co-founders, Good Company Consulting
Everyone deserves an amazing place to work… so why do so many people dread getting out of bed in the morning? While you’ve probably heard the phrase “culture eats strategy for breakfast,” rarely do organizations focus their time, money, and resources on improving their workplace culture. This presentation is all about helping clients build and maintain a thriving culture. It gives leaders and managers a cultural playbook to assess if their own culture is designed to empower their employees. By unpacking the most pertinent organizational design trends, what’s worked (and also what hasn’t), and exploring basic human motivations, Hannah and Lisa aim to give fresh insights and tools so you can create a workplace that makes people want to spring out of bed in the morning.
Breakout Session 9
Getting Your Firm Sale Ready, Even if It’s Not for Sale
Carl von Hake, CPA, Associate Principal, ROG+ Partners
In this breakout session, Carl will examine key areas of value that make your firm attractive to buyers, whether internal or external, even if you’re not ready to sell just yet. The time and effort invested in getting your firm in shape to sell will pay big dividends, whether you decide to sell your firm or retain ownership.
1:00 p.m. – 4:30 p.m. ROG + Grand Slam Fishing Tournament
Port-o-Call Marina