2017 FALL CONFERENCE. Orlando Hilton Bonnet Creek & Waldorf astoria

Transcription

1 2017 FALL CONFERENCE Orlando ober Oct Hilton Bonnet Creek & Waldorf astoria # AC E Co r l a n d o

2 EXPERT FINANCIAL ADVISORS TO MIDDLE MARKET COMPANIES 100+ CLIENTS IN THE AE SECTOR For nearly 20 years, the team at Chartwell has not only done a great job of conducting our annual valuation, they have been our strategic partner as we grew our ESOP from inception in 1995 to the mature 100% ESOP ownership structure we enjoy today. Chartwell has consistently provided us with timely and valuable counsel regarding our options as our ESOP evolved, and helped us educate our employee owners along the way. Jon Carlson CEO, Braun Intertec Corporation STRATEGIC ADVISORY Ownership Advisory Executive Compensation & Benefits Risk Mitigation TRANSACTION OPINIONS Fairness Opinions Solvency Opinions CORPORATE FINANCE Corporate ESOP Advisory Financial Restructuring Mergers & Acquisitions Private Capital Markets, Debt & Equity VALUATION ESOP & ERISA Estate & Gift Equity Compensation Financial Reporting Corporate Planning Chartwell is proud to be a Gold Sponsor of the 2017 ACEC Fall Conference and the Anchor Sponsor of the CFO Council s Finance Track since 2012!

3 Are Administrative Tasks Killing your Project Teams? YOU ARE PROBABLY USING ONE SYSTEM to hunt for project s, a completely separate system for tracking information in the field, a third disconnected system for processing your RFI s and Submittals and fourth, fifth or even sixth for managing project contacts, plans, photos and other documents. If this is what DAVID WAGNER you are suffering through, those days are over when you re using Newforma Project Center. David Wagner, Senior Director of Product Marketing Project Information Management (PIM) software allows us to better manage all the disparate information associated with a project. For example, Flexibility to manage data, wherever the data resides, Indexing all information automatically to make it searchable, Creating relationships between project items to improve context, Share information with both internal and external team members, Streamlining workflows to facilitate quick, accurate decisions. REQUEST A DEMO TODAY! 1750 Elm Street, 10th Floor Manchester, NH USA newforma.com

4 Monday, October 16, :45 a.m. Noon Glen Worrall I Principle Solutions Consultant, Bentley Systems, Inc. Are you BIM compliant? Given that BIM advancement is not just about technology, and does not rely solely on the creation of BIM models, what does it take to be BIM compliant? Glen Worrall will walk through the BIM processes deployed on Crossrail and how they help capture construction and commissioning progress. This capability has enabled the common data environment, which has been deployed at HS2 and is being utilized by the supply chain to ensure asset registration and construction documentation are aligned with the BS 1192 workflows and the digital plan of works. Once this project is handed over to the owner-operator, the BIM methodology applied in earlier phases of the project will enable a connected data environment for better decision making, more understanding of the assets, and greater performance over the asset s lifecycle.

5 How to Choose the Right People to Lead Your Firm Wednesday, October 18 10:00am 11:15am Presented by DeWayne Ables, Pioneer iq Choosing the right leader can provide years of strong, positive influence on employees, customers, and the bottom-line while providing a vision for the future. Learn how to identify and choose the right leaders, and prepare them to lead your team, division, or company. ABOUT THE SPEAKER DeWayne, founder and President of Pioneer IQ, guides the strategic growth of companies in the Design and Construction Industry. He has developed a unique Strategic Growth Method for this generation of Pioneers who are designing and building America. This method equips leaders to uncover their unique purpose, develop a roadmap to achieve their potential and inspire their organization to intentionally impact their market.

6 How to Choose the Right People to Lead your Firm 2017 ACEC Fall Conference Orlando, Florida October 18,

7 AGENDA Goal: insights to help you prepare, choose and mentor the right people to lead your firm Factors Leaders Must Define 2. What to Look For in Future Leaders 3. 4 Steps to Prepare People to Lead 3 Factors Leaders Must Define Before Choosing People to Lead 2

8 3 Factors Leaders Must Define Owners & Senior Leaders Must Define The Direction of the Organization. True North I m the Leader, Which Way Did They Go? 3 Factors Leaders Must Define 1. Purpose: Why Does the Company Exist? What Need Do You Serve? What Are You Passionate About? 3

9 3 Factors Leaders Must Define 1. Purpose: Why Does the Company Exist? What Need Do You Serve? What Are You Passionate About? We are PEC, a family of professionals that exists to energize communities, shape the future and guide the way. 4

10 Guide Posts Destination 3 Factors Leaders Must Define 2. Potential: Vision What Are You Trying To Accomplish? For Who? What Impact Could You Have? or How Will You Change Your World? Us Services Project Client Industry User Community Humanity 5

11 3 Factors Leaders Must Define 3. Guiding Principles: What Do You Believe? How Do your Beliefs Drive your Decisions? How Do your Beliefs Define You? Power serve self Profit serve $ Purpose serve others AGENDA Goal: insights to help you prepare, choose and mentor the right people to lead your firm Factors Leaders Must Define 2. What to Look For in Future Leaders 3. 4 Steps to Prepare People to Lead 6

12 What to Look for in Future Leaders To Make the Right Choice for Your Culture What to Look For In Future Leaders Uncover the Core of Who People Are! What s On The Outside: The Core: 1. Expertise 1. Why They Exist: Purpose 2. Experience 2. What Are They Trying Achieve: Vision 3. Circle of Influence 3. What Beliefs Drive Their Decisions: Principles 4. Awards 5. Projects Me Services Project Client Industry User Community Humanity 7

13 AGENDA Goal: insights to help you prepare, choose and mentor the right people to lead your firm Factors Leaders Must Define 2. What to Look For in Future Leaders 3. 4 Steps to Prepare People to Lead 4 Steps To Prepare and Empower People to Lead 8

14 4 Steps to Prepare and Empower Your Leader s Potential Is Your Responsibility 1. Develop Their Personal Path Purpose Support Vision Plan 90 Day Priorities 4 Steps to Prepare and Empower Your Leader s Potential Is Your Responsibility 2. Create the Strategic Plan 9

15 4 Steps to Prepare and Empower Your Leader s Potential Is Your Responsibility 3. Reinforce Their Responsibility & Authority Announce Step Back Send People To The Leader Prevent a Cycle 4 Steps to Prepare and Empower Your Leader s Potential Is Your Responsibility 4. Empower Them to Lead Others Allow them to build and align their team Create peer accountability Allow them to experience the impact Reward their performance & impact Allow them to fail 10

16 AGENDA Goal: insights to help you prepare, choose and mentor the right people to lead your firm Factors Leaders Must Define 2. What to Look For in Future Leaders 3. 4 Steps to Prepare People to Lead 11

17 Thank You 12

18 Top AEC Markets: Sectors, Strategies & Trends for 2018 Wednesday, October 18 10:00am 11:15am Presented by Jerome Guerra, The JAGG Group Learn what s ahead for market sectors, opportunities, threats, trends, and strategies in the coming year. ABOUT THE SPEAKER Jerry is a writer, researcher, editor and 25-year consultant to the A/E/C industry. He has authored several A/E/C Industry books, including the soon-to-be-released PSMJ 2018 A/E/C Firm U.S. Market Sector Forecast. Jerry has written and ghostwritten articles for dozens of industry and mainstream publications, and the Design-Build Institute of America honored him with its 1997 Press Award for Excellence in Reporting on Design-Build Issues.