Agenda
DAY ONE
What It Means To Be A Principal Chad Clinehens Strategic and Business Planning
8:30-9:30 am
9:30-10:30 am
Phil Keil
Break
10:30-10:45 am 10:45-12:00 pm
Driving Financial Results
Will Swearingen Lunch & Tax Credit
12:00-1:00 pm
Jordan Wilson Marketing and Business Development
1:00-2:30 pm
Chad Clinehens
Break
2:30-2:45 pm 2:45-4:30 pm
Recruiting and Retention
Chad Coldiron Optional Happy Hour in The Lobby
5:00-6:30 pm
Located on the ground floor
DAY TWO
Project Management Justin Smith Leadership for Principals
8:30-9:30 am
9:30-10:30 am
Justin Smith
Break
10:30-10:45 am 10:45-12:00 pm
Ownership Transition and M&A
Will Swearingen Zooming Out: Leading Successful Firms
12:00-12:15 pm
Will Swearingen Lunch & Principals Roundtable
12:15-1:30 pm
5
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