800.543.5259
events@rog-partners.com
 2020 PROGRAM
 Wednesday, November 4
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
Michael O’Brien and Carl von Hake, 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
Join us in celebrating ROG+ Partner’s 10th Anniversary with a sheetcake the size of Rhode Island!
 Thursday, November 5
7:30 a.m. – 8:30 a.m. Registration and Networking Breakfast  I  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
Steve Gido, Principal, ROG+ Partners
9:30 a.m. – 10:30 a.m. Keynote Session
The Employee Engagement Roadmap to Improving Workforce Productivity and Engagement
Bob Kelleher, Founder, The Employee Engagement Group
Is your firm seeing higher voluntary turnover? Are you struggling with retention? Do you want to be an “Employer of Choice”? This keynote will take you through the steps successful  companies take via practical case studies. You’ll learn the latest engagement “best practices” rich with multimedia and humor – that you can immediately apply to your firm.
10:30 a.m. – 10:45 a.m. Networking Break
10:45 a.m. – 12:00 p.m. Keynote Session
Leaders are Born to be Made
Bryan Deptula, CEO & Co-founder BKD Leaders
In this keynote, Dr. Bryan Deptula reveals how to transform today’s workers into tomorrow’s leaders using the three pillars of leader development:
1. BEING (our identity in leader roles, how we see ourselves)
2. KNOWING (what we know and how we think about leading)
3. DOING (instances where we practice leading)
Developing leaders is a growth process where people evolve into the best version of a leader we can be. Learn how to intentionally create instances for our employees where the process of developing their leader identity, and thinking as a leader, can begin. This keynote inspires executives for extraordinary performance in leadership roles, and guides leaders to build positive intergenerational relationships.
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
Change Your Brain, Change Your Results!
Jill Hewlett, Brain Fitness Expert & Wellness Authority
The only thing constant in life is change. Add to this the fact that daily life stressors are not going to vanish anytime soon…how can a person cope, let alone thrive? It’s possible; YOU CAN outsmart common workplace and daily life challenges and issues by creating your own Fit Brain! Strategically change and adapt to become more agile and resilient, using Brain Fitness knowledge and techniques based on latest neuroscience concepts and discoveries. Be amongst those leaders on the planet who are a positive force of change! Move from reactivity to responsiveness, stress to balance and confusion to clarity, anywhere, anytime. 
2:45 p.m. – 3:00 p.m. Networking Break
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 this election year 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
Creating Clients for Life with More Cowbell
Donna Corlew, Chief WIT* Officer | C*Connect
Client development is essential to the success and longevity of all companies. Unfortunately, this activity is often difficult for technical professionals to embrace, much like the disrespected cowbell in music circles. Today, nearly every firm has staff with marketing and client development responsibilities, including an increasing number of technical and professional staff. This interactive session explores opportunities for you to add “More Cowbell”—something you need more of, a remedy—to change how technical professionals look at and engage in business development, strengthen client relationships, and win more work for your firm.
Breakout Session 3
Hard Core Soft Skills
Mark Debinski and Lindsey Weigle, Partners, Bluewater Advisory
While there are many technical benefits AI can and will afford organizations, AI is also uncharted territory and will require our employees, teams and organizations to shift, adapt and integrate with this new and ever-changing technology.  Often, there is so much focus on the technology advancements possible for companies in this AI age, most organizations neglect to prepare for the human interaction that will inevitably contribute to the success or failure of that integration. Simply put, there is a growing vulnerability in employee preparedness to integrate AI into organizations.  Your team members need a strong combination of emotional intelligence and critical thinking skills to capitalize on the advantages AI offers and to make the best decisions for your business and clients, as opposed to simply settling for the solutions offered by Google and AI in milliseconds.  Competencies and skills once considered niceties will become the new non-negotiables when integrating AI into your organization – critical thinking, emotional intelligence, role clarity, change and stress management (to name a few).  The good news is… these skills can be learned.  In this session, you will learn how to take back conversation starters around ethics and AI in your organization and identify your organizations AI preparedness through the AI Readiness Assessment. You will leave armed with appropriate steps to task your management team with to ensure you capitalize on the AI wave instead of being swept up in it.
4:00 p.m. – 5:00 p.m. Second Breakout Sessions
Breakout Session 4
Tax Credits, Incentives & the 179D Extension 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. Hear from alliantgroup’s Managing Director Brian Aumueller as he walks you through the Research and Development (R&D) Tax Credit and the extension of the Section 179D Energy Efficient Commercial Building Deduction. Learn how they are rewarding businesses like yours, and how you can claim your qualifying projects and activities ahead of filing deadlines and quarterly estimated payments! To date, alliantgroup has helped attendees get back $43.7 million in credits, incentives and deductions!
Breakout Session 5
Designing Your Project Experience to Win, Delight, and Keep Strategic Clients
Blake Godwin, Partner & President, Client Savvy
By the end of 2016, 92% of Fortune 500 companies had launched a Customer Experience (CX) initiative. Today, professional service firms are increasingly realizing the importance of beginning a Client Experience effort in their own organizations. Adoption of CX within AEC firms is growing over 300% a year. Firms investing in CX are three times more likely to realize above-average financial returns, twice as likely to be recommended by their clients, and seven times less likely to lose a key client. This workshop is a fundamental and practical approach to designing and delivering the best project ever, every time. You will leave with tools, worksheets, and a repeatable (and teachable) process to bring back to your firm.
Breakout Session 6
Forces Impacting Ownership Models & Exit Strategies
Michael O’Brien, 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.
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 6
7:30 a.m. – 8:15 a.m. Networking Breakfast
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
The Return of the Economist
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
Coming soon.
Breakout Session 8
Lights, Camera, Action: Putting Your Succession Plan in Motion
Kristi Weierbach, Director, Workforce Advisory, Stambaugh Ness
You have laid out a plan to help pass the torch from one generation to the next, now what?  Far too often great plans begin to gather dust really quick, due to competing priorities and/or not following through on execution. Don’t let your well thought out succession plan, become an urgent crisis. Learn how to anticipate potential leadership skill gaps, the critical components for successfully implementing a succession plan, how to avoid potential pitfalls and handle communications each step of the way.
Breakout Session 9
Getting Your Firm Sale Ready, Even if It’s Not for Sale
Ian Rusk, Managing Principal, ROG+ Partners
In this breakout session, Ian 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