EVENT HANDBOOK
SEPTEMBER 8-9
SAN ANTONIO, TX
MONDAY, SEPTEMBER 8, 2025
LOCATION
Bowie Prefunction
3:00 PM M&A Next Check-In Opens
SPONSORED BY
Welcome Cocktail Reception A San Antonio Growth Story – A Journey Through a Legacy Firm, a Partnership, and the Strategic M&A Decisions that Changed the Game with Gene Dawson, Brian Kirkpatrick, Tracey Eaves, Mitch Fortner, and Peter Grupp
4:30 PM - 7:00 PM
Bowie A/B/C
TUESDAY, SEPTEMBER 9, 2025
LOCATION Prefunction A Level 2
7:30 AM Breakfast
8:30 AM Welcome & State of M&A in AEC: Valuation, Multiples, and What’s Next Presented by Zweig Group and Stambaugh Ness with Chad Clinehens, Tracey Eaves, and Jeff Adams 9:05 AM Opening Keynote - Energizing Leadership – Inspiring People and the Verdantas Journey with Jesse Kropelnicki 9:30 AM Break
Panel Discussion: Beyond the Numbers – Managing the hearts and minds during an M&A transaction - Perspectives from a buyer and seller with Paul VanDuyne and Brandon Pinkerton, facilitated by Will Swearingen
Lone Star Ballroom
9:45 AM
10:45 AM Break 11:00 AM Hot M&A Topic Roundtables 12:15 PM Networking Lunch
Keynote: The Emerging Role of Innovation and AI in M&A Transactions and Firm Integration with KP Reddy (KP Reddy Co)
12:45 PM
1:30 PM Focus Session One
A. Deep Dive into Valuation Trends with Brad Wilson and Tracey Eaves B. Smart Integration Strategies with Dan Huntington, interviewed by Kate Allen C. Your Tech Stack: Helping or Hurting Your M&A Efforts? with Alok Gupta, Kari Waring, and Ryan Harper, facilitated by Megan Miller
Travis A/B
Travis C/D
Bowie A/B
2:45 PM Focus Session Two
A. Minimizing Risk & Maximizing Clarity: A Crash Course in M&A Legal Terms and Deal Structures with Peter Grupp
Travis A/B
B. Preparing to Sell: The Head & Heart of M&A with Hobson Hogan and Will Swearingen
Travis C/D
C. Strategic M&A as a Growth Accelerator: The New Playbook for AEC Firm with Phil Keil and Walter Powell
Bowie A/B
SEPTEMBER 8-9
SAN ANTONIO, TX
4:00 PM Focus Session Three
A. Strategic Risk: Safeguarding Growth and Success with Rob Hughes and Tom Marchetti
Travis A/B
B. Assembling Your M&A Dream Team with Jeff Adams and Will Swearingen
Travis C/D
C. Retaining Top Talent through a Transaction with Kristi Weierbach and Kate Allen
Bowie A/B
5:30 PM - 7:30 PM
M&A Next Closing Fiesta! Includes exclusive access to the museum until 6:30pm
Briscoe Western Museum
SPONSORED BY
EVENT MAP
Second Floor
LONE STAR BALLROOM
MEN
C
WOMEN
MEN
BOWIE B
WOMEN
MISSION
A
PREFUNCTION A
A
GOLIAD
WOMEN
Third Floor
MEN
FedEx
PREFUNCTION
PREFUNCTION
C
A
B
D
PREFUNCTION
TRAVIS
SEPT 9-11, 2025 PRESENTING SPONSOR
TUESDAY, SEPTEMBER 9, 2025
LOCATION Prefunction A Level 2
3:00 - 5:00PM Check-In for ElevateAEC
Briscoe Western Museum
Welcome Fiesta! Presented by Pape-Dawson. Exclusive museum access: 4:30 - 6:30PM
5:30 - 7:30PM
WEDNESDAY, SEPTEMBER 10, 2025
LOCATION Prefunction A Level 2
8:00AM Breakfast. Check-In continues.
Welcome Remarks and Kick Off of 2025 Conference Theme: Speed of Business with Chad Clinehens Opening Keynote - Slow Down to Speed Up with Power, Purpose and Prosperity with Lynn Wong
9:00AM
9:30AM
Break
10:00AM
Lone Star Ballroom
Speed of Business Panel Discussion - The Intersection of AI, Culture, and Strategy in Tomorrow’s AEC Firm with Scott Cattran, Vanessa McMahan, Jered Morris, and facilitated by Frank Lazaro
10:15AM
Lunch is Served
11:30AM
The Future of Innovation in AEC Luncheon Keynote and the 2025 AEC Innovators Award Ceremony with KP Reddy. Sponsored by KP Reddy Co. Focus Session One A. LEADERSHIP: Fast-Track Leadership: Think Clearly, Move Quickly, Lead with Impact with Barbara Shuck B. INNOVATION: Deep Dive on DIAL: The Reference Standard for Innovation in Your Firm with Frank Lazaro
11:45AM
1:00PM
Travis A/B Level 3 Travis C/D Level 3
Bowie A
C. STRATEGY: The Growth Trifecta: Vision, Marketing & BD with Ying Liu and Scott Butcher
D. PERFORMANCE: Beyond the Numbers: How Benchmarking is Driving Smarter Decisions in AE Firms with Steve Burns
Bowie B/C
2:00PM Break 2:15PM Focus Session Two
A. LEADERSHIP: Accelerating Leadership: Unlocking Strength, Resilience, and Coaching for Performance with Dave Williams B. INNOVATION: Looking Back, Looking Forward: Using Industry Data to Drive Innovation with Scott Butcher and Megan Miller C. STRATEGY: The Client Whisperer: Growing Revenue with the Right Clients with Emily Waldenmeyer D. PERFORMANCE: Leaders are Readers: Insights & Inspirations from Outside AEC with Tom Godin and Amy Jones Focus Session Three A. LEADERSHIP: Ownership Thinking – Building a Culture of Accountability, Purpose & Performance with Kate Allen and Kristi Weierbach B. INNOVATION: Transforming Practice as a Data Enabled Business with Peter Devereaux and Bob Rayes C. STRATEGY: From Deductions to Credits: Tax Tools for High-Performing AEC Firms with Jennifer Nelson D. PERFORMANCE: Organizational Alchemy: The Chemistry between Org Structure and Culture with Rachel R Gresham NOTE: 90 MINUTE WORKSHOP
Travis A/B Level 3 Travis C/D Level 3
Bowie A
Bowie B/C
3:15PM Break 3:30PM
Travis A/B Level 3 Travis C/D Level 3
Bowie A
Bowie B/C
Prefunction A Level 2
Happy Hour Reception. Sponsored by RBC Wealth Management
4:30PM
5:30 PM Day 1 Concludes
SEPT 9-11, 2025 PRESENTING SPONSOR
THURSDAY, SEPTEMBER 11, 2025
LOCATION Prefunction A Level 2
8:00AM Breakfast
Opening Keynote - Inspiring a Multi-Generational Vision with Mike Carragher
9:00AM
Lone Star Ballroom
Panel Discussion - Driving Leadership Performance and Developing Rising Stars with Hezekiah Harris, Lisa Robert, Mike Carragher, and facilitated by Ying Liu
9:45AM
10:45AM Break 11:00AM
Focus Session Four A. LEADERSHIP: Bridging the Strategy Gap: A Case Study in Client Engagement with Justin Smith and Mark Presti B. INNOVATION: Elevate the Win: How Real-World AI is Reshaping AEC Pursuits and Proposals with Lucas Hayden C. STRATEGY: Strategic Fortitude: Achieving Your Vision by Never Letting the Dust Settle on your Strategic Plan with Gordon Greene, Hiren Patel, Joseph Lauk, and Joseph Losaria D. PERFORMANCE: Compensation & Incentive Strategies to Drive Performance with Kristi Weierbach and Jeremy Clarke
Travis A/B Level 3 Travis C/D Level 3
Bowie A
Bowie B/C
Lunch is served
12:00PM
Luncheon Keynote - Microsoft Frontier Firm: Agility at Scale through AI with Casey Shea and Stefanie Richter. Sponsored by sa.global
12:30PM
Lone Star Ballroom
1:00PM Break
Elevate the Industry Spotlight – Purpose at the Speed of Business: How EWB-USA Partnerships Accelerate Firm Performance with Dr. Boris Martin, and Matt Wessale
1:15PM
Elevate the Industry Spotlight – Accelerating the Workforce Evolution with Marci Thompson
1:50PM
2:05PM
Closing Remarks and Credits
2:15PM
Break
Prefunction A Level 2
6:00PM Red Carpet Cocktail Reception
Lone Star Ballroom
7:00PM
2025 Black Tie Awards Dinner and Gala. Presented by Stambaugh Ness.
Prefunction A Level 2
9:30PM ElevateAEC Afterparty
LEVEL 2
LEVEL 3
Second Floor
LONE STAR BALLROOM
MEN
C
WOMEN
MEN
BOWIE B
WOMEN
MISSION
A
PREFUNCTION A
A
GOLIAD
WOMEN
Third Floor
MEN
FedEx
PREFUNCTION
PREFUNCTION
C
A
B
D
PREFUNCTION
TRAVIS
Booth Assignments 1. Registration / Zweig HQ 2. BQE 3.Stambaugh Ness 4.sa.global 5.Unanet 6.Stonebridge Financial Group 7.Egnyte 8.OpenAsset 9.RBC Wealth Management 10.STEPS Consulting 11.Engineers Without Borders
LONE STAR BALLROOM
2
9
7
5
4
11
THIS WAY TO BREAKOUT SESSIONS & GUEST ROOMS
PREFUNCTION A
10
8
6
3
1
Floor Map Level 2 - Exhibit Hall
Day Start time
Lead Staff
Support Staff
On stage
Description
Location
Marketing Materials/Props/Comments Heather, Kristi, & Jen arrive at 10:35a, Crystal at 12:45p. Jeff at 2:26p, Shirley & Anna ~4p, Clinehens ~6p, Tracey ~7p, Shelby ~7:30p, Kyle ~10:30p
Shirley, Anna, Heather, Crystal, Jen, Kristi, Clienhens, Tracey, Kyle, Shelby, Jeff
NO available meeting rooms for us on Sunday. Plan to meet at ground floor lobby, outside of Tejas Lounge?
First group of ZG/SN staff arrives. (Heather, Kristi arrive at 10:35a, Crystal arrives at 12:45p) Shirley finalizes breakout room slide decks – ready to be loaded onto breakout room machines.
Sunday 4:00:00 PM
Sunday 7:00:00 PM
Team dinner, whenever Clinehens gets in/settles
Ruth's Chris? Moda Fare?
Monday 8:00:00 AM
Team breakfast.
Moda Fare
Monday 8:45:00 AM Shirley
Anna, Crystal, Heather
UNLOADING from car. Pick up from FedEx.
Load into Lone Star/Salon A temporarily
Monday Monday
Shirley, Anna Kyle, Coldiron (landing ~9:30a)
INVENTORY of everything.
Lone Star/Salon A
Shirley
anyone available
Test end-to-end CE/Feedback survey
Monday 11:00:00 AM Shirley Monday 11:30:00 AM Shelby
Heather Crystal
Print jobs delivered, and sorted
Load into Lone Star/Salon A temporarily
Lunch? Order in?
Monday 1:00:00 PM Scott & Shelby Anna, Shirley, Heather, Crystal
FINAL PRE-CON/Walk-through
Monday 1:00:00 PM Coldiron
War room becomes available. Available staff help move things over. Set up our printer.
GOLIAD
Organize all laptops and accessories (chargers, clickers, dongals, etc.) for each breakout rooms, plus one for MEA, one for Zweig Insights. GOLIAD
Monday 1:15:00 PM Coldiron
Finishing touches/QC of registration supplies if needed (VIP gifts, name tags, ribbons for Elevate, etc.)
Monday 2:00:00 PM Anna
GOLIAD
M&A programs at registration
Monday 2:30:00 PM
Go freshen up if needed!
meter boards, cubes, table tents for CE/feedback, 24x36 on easles. See diagram. Table-top sponsor signs at food station & bars for Ames & Gough
Set up Bowie Prefunction and A/B/C for reception & panel – printed signage, AV, etc. Panelists can sound check any time after 3p
Monday 2:45:00 PM Shirley
Heather, Shelby
Monday 3:00:00 PM Anna Monday 4:15:00 PM Shirley Monday 4:30:00 PM Shelby
Crystal
Bowie Prefunction
M&A Next Registration OPENS
Mailena.
Photographer arrives.
Photographer's name is Matt. Use Shirley's laptop for d
Welcome Reception begins, bar and food stations open.
Bowie Prefunction
M&A Next Opening Reception: A San Antonio Growth Story - A journey through a legacy firm, a partnership, and the strategic M&A decisions that changed the game
Clinehens, Gene, Brian, Tracey, Mitch, Peter
Monday 5:00:00 PM Clinehens
Bowie A/B/C
Monday
Mailena
SN, Shirley, Matt, Margot
Marcom, social content, etc.
Monday 5:45:00 PM Shelby
Cocktail reception continues. Move out by 7p.
Bowie Prefunction
6:15:00 PM Shirley, Matt
Download/highlight images transfer
Goliad
Monday 7:00:00 PM Anna
Crystal
Move M&A Next registration to Prefunction A for Tuesday
Prefunction A
Day Start time
Lead Staff
Support Staff
On stage
Description
Location
Marketing Materials/Props/Comments
Tuesday 6:00:00 AM Clinehens
Kyle
Prog/Rehearse
Rehearsal/Programming
All cubes, meter boards, and table tents. Table top signs on buffet tables for Lawson Weitzen (breakfast sponsor)
Prefunction A, three breakout rooms, Main ballroom (table tents),
Tuesday 7:00:00 AM Shirley
Coldiron, Shelby
Signage setup.
Tuesday 7:15:00 AM Anna
Crystal (SN)
Registration continues Daily team text/huddle M&A Next Breakfast Photographer debrief
Prefunction A
Tuesday
Shirley, Anna
Tuesday 7:30:00 AM Shelby Tuesday 8:15:00 AM Shirley
Shirley
Prefunction A/ Lone Star Ballroom
Prefunction A
Tuesday 8:30:00 AM Tuesday 8:35:00 AM Tuesday 9:10:00 AM
Clinehens Tracey, Jeff
Welcome
Lone Star Ballroom
Zweig Group and Stambaugh Ness Presents: Valuation, multiples, and what's next in M&A in AECLone Star Ballroom
Jesse
Jesse Kropelnicki. Energizing Leadership – Inspiring People and the Verdantas Journey
Lone Star Ballroom
:: Set three chairs for panelists on stage during break. :: Set table top signs at bev stations (RBC)
Tuesday 9:35:00 AM Shelby (via Allied) Shirley
Break
Will, Paul VanDuyne, & Brandon Pinkerton
Panel Discussion: "Beyond the numbers – Managing the hearts and minds during an M&A transaction - Perspectives from a buyer and seller"- Paul VanDuyne and Brandon Pinkerton
Tuesday 9:50:00 AM
Lone Star Ballroom
Place roundtable numbers (with stanctions provided by Hyatt) on tables – two sets of 12 24x36 breakout session boards, 17x11 session titles, easels, CE tent cards, podium signs Tracey, Hobson, Steve, Jen, Will, Brad, Jeff, Bill, Sean, Ying, Kristi, Jeremy
Tuesday 10:50:00 AM Coldiron
Alyson
Break
Breakout rooms SETUP/CHECK : 24x36 signs, 17x11 signs, laptop, charger, advancer, content loaded, audio good to go, CE tent card, panel chairs if applicable.
Tuesday 10:45:00 AM Shirley
Crystal, Heather
Tuesday 11:05:00 AM Coldiron, Alyson
Clinehens
Hot M&A Topics Roundtables
Lone Star Ballroom
Tuesday 12:15:00 PM Shelby Tuesday 12:15:00 PM Shirley
Networking Lunch Download photos
Prefunction A/ Lone Star Ballroom
Matt the photographer
Goliad
Lunch learning session: The emerging role of innovation and AI in M&A transactions and firm integration - KP Reddy (Sponsored by SN/Deltek Partnership) - CONFIRMED
Tuesday 12:45:00 PM
KP
Lone Star Ballroom
Tuesday 1:15:00 PM
Networking lunch continued
Prefunction A
Tuesday 1:30:00 PM Mailena
Brad, Tracey
Focus Session 1: Deep Dive into Valuation Trends Focus Session 1: Smart Integration Strategies
Travis A/B Travis C/D Bowie A/B
Tuesday Tuesday
Heather Alyson
Dan Huntington, Kate
Megan Miller, Alok, Kari, Ryan Focus Session 1: Your Tech Stack: Helping or Hurting Your M&A Effort
Needs 4 panel chairs
24x36 registration sign on easel, replace all M&A Next cubes and meter boards with ElevateAEC ones. MEA TV & sign, Research sign & TV for Insights.
Exhibitor set up begin. Get ready for ElevateAEC registration, set up MEA and Insights. Place sponsor tent cards on respective exhibit booths.
Tuesday 1:30:00 PM Coldiron
Shirley, Anna, Shelby, Keith, Crystal
Prefunction A
Tuesday 2:15:00 PM Breakout room leads: Crystal, Mailena, Heather
REPLACE ALL session title boards 15 minutes before break
17x11 session titles
Tuesday 2:30:00 PM
Break
Tuesday 2:45:00 PM Mailena
Peter Grupp
Focus Session 2: Minimizing Risk & Maximizing Clarity Focus Session 2: Preparing to Sell: The Head and Heart of M&A Focus Session 2: Strategic M&A as a Growth Accelerator
Travis A/B Travis C/D Bowie A/B
Tuesday Tuesday
Heather Alyson
Hobson Hogan, Will Phil Keil, Walter Powell
Tuesday 3:00:00 PM Anna
Shelby, SN, Keith
Prefunction A
ElevateAEC Registration OPENS!
Tuesday 3:30:00 PM Breakout room leads: Crystal, Mailena, Heather
REPLACE ALL session title boards 15 minutes before break
17x11 session titles
Tuesday 3:45:00 PM
Break
3 stacks of FIESTA cubes, two 24x36 for the A frame, bev naps, a copy of final guest list, Pavilion diagram, event handbook
Heads over to the Pavilion. Bring Welcome Reception prints: 3 stacks of FIESTA cubes, two 24x36 for the A frame, bev naps, a copy of final guest list, Pavilion diagram, event handbook.
Jack Guenther Pavilion at the Briscoe Western Museum
Tuesday 3:50:00 PM Shirley
Shelby, Whitney (Pape-Dawson)
Tuesday 4:00:00 PM Mailena
Rob Hughes, Tom Marchetti Focus Session 3: Strategic Risk: Safeguarding Growth & Success
Travis A/B Travis C/D Bowie A/B
Tuesday Tuesday
Heather Alyson
Jeff & Will
Focus Session 3: Assembling Your M&A Dream Team Focus Session 3: Retaining Top Talent thru a Transaction
Kristi and Kate
Send photographer over to the Museum - so he can drop his M&A photos to my laptop already; and ready for Welcome Fiesta coverage.
Jack Guenther Pavilion at the Briscoe Western Museum
Tuesday 4:30:00 PM
Exclusive Museum access begins. Guests enter through Museum entrance only, no access to Pavillion yet.
Jack Guenther Pavilion at the Briscoe Western Museum
5:00:00 PM Shirley, Matt
Download photos
Tuesday 5:00:00 PM
All M&A Next sessions DONE! Breakout room leads & speakers, please invite guests to join us at the Briscoe
Break down (pack valuable items and registration materials to Goliad). Stay till AFTER M&A Next guests get out of the final sessions and start to clear out – invite them, or say a proper goodbye (potentially a final impression for M&A guests)
Tuesday 5:15:00 PM Anna
Keith, Crystal, Mailena, Heather
Prefunction A
At least one of us at each entrance, alongside security, to greet/check that they are indeed our guests.
ElevateAEC Welcome Fiesta OPENS!
Jack Guenther Pavilion at the Briscoe Western Museum Jack Guenther Pavilion at the Briscoe Western Museum
Tuesday 5:30:00 PM Shirley
Shelby, Whitney (Pape-Dawson)
Guests enters through Sculpture Garden entrance
Please get everyone over to the Museum. Nothing else to bring, just all the remaining ZG & SN staff
Tuesday 5:30:00 PM Anna
Tuesday 7:30:00 PM Shirley Tuesday 8:00:00 PM Shirley
Shelby, Whitney (Pape-Dawson)
Clear out of the Pavilion/Museum. Bring back all the cubes and centerpieces.
Put next day's cubes together .
Prefunction A
Day
Start
Lead Staff
Support Staff
On stage/Presenter
Description
Location
Marketing Materials
Wednesday 7:00:00 AM Clinehens
Kyle
Rehearsal/Programming
Prefunction A and 3rd fl landing: cubes, meter boards; MEA, Insights/Research on TVs. Main ballroom: CE table tents. Breakout rooms: 24x36, 17x11, CE table tent,
Prefunction A, all breakout rooms, Main ballroom
Wednesday 7:30:00 AM
Shirley
Coldiron, Shelby
Signage setup.
Wednesday 7:45:00 AM
Anna
ZG table table ready. Registration continues
Prefunction A
Wednesday
Shirley, Anna
Team Huddle/text?
Wednesday 8:00:00 AM Shelby
Shirley
Breakfast
Prefunction A/ Lone Star Ballroom
Wednesday 8:58:00 AM Wednesday 9:00:00 AM
Conference Opening video
Lone Star Ballroom Lone Star Ballroom
Clinehens
Welcome remarks and 2025 Conference Theme Kick-off: "Speed of Business"
Wednesday 9:30:00 AM
Lynn
Opening keynote: "Slow Down to Speed Up with Power, Purpose and Prosperity" - Lynn Wong Lone Star Ballroom
table top signs & bev naps on bev stations for CTA (refreshment sponsors)
Wednesday 9:45:00 AM Anna
Shelby
Set out table top signs & bev naps on bev stations for CTA (refreshment sponsors)
Wednesday 10:00:00 AM Shelby
Allied
Nobody
Break
Set panel chairs on stage
Speed of business Panel Discussion - The intersection of AI, Culture, and Strategy in tomorrow's AEC firm - Facilitator: Frank Lazaro (KP Reddy)/ Panelists: Scott Cattran (Woolpert), Vanessa McMahan (Pape-Dawson), Jered Morris (Olsson)
Wednesday 10:15:00 AM
Panelists
11:15:00 AM Shirley, Matt
Photo download Lunch is served
Goliad
Wednesday 11:30:00 AM Shelby
Nobody
Speed of business luncheon keynote address and awards ceremony - The future of innovation in AEC - KP Reddy and the 2025 AEC Innovators Award Ceremony - Sponsored by KP Reddy
Wednesday 11:45:00 AM
KP
Wednesday 12:45:00 PM
Clinehens
Lunch concludes
Wednesday 1:00:00 PM Crystal
Barbara Shuck Frank Lazaro Ying & Scott Steve Burns
Focus Session 1: Fast-Track Leadership: Think Clearly, Move Quickly, Lead with Impact
Travis A/B Travis C/D
Needs flip chart in the room
Wednesday Wednesday Wednesday
Keith
Focus Session 1: Deep Dive on DIAL
Heather
Focus Session 1: The Growth Trifecta: Vision, Marketing & BD
Bowie A
Mailena/Coldiron
Focus Session 1: Beyond the Numbers: How Benchmarking is Driving Smarter Decisions in AE FirBmoswie B/C
Wednesday 1:45:00 PM Breakout room leads
REPLACE ALL session title boards 15 minutes before break
Wednesday 2:00:00 PM
Break
Wednesday 2:15:00 PM Crystal
Dave Williams
Focus Session 2: Accelerating Leadership: Unlocking Strength, Resilience, & Coaching for PerformTraanvciseA/B
Wednesday Wednesday Wednesday Wednesday
Keith
Scott & Megan Miller Emily Waldenmeyer
Focus Session 2: Looking Back, Looking Forward: Using Industry Data to Drive Innovation Focus Session 2: The Client Whisperer: Growing Revenue with the Right Clients Focus Session 2: Leaders are Readers: Insights & Inspirations from Outside AEC
Travis C/D
Heather
Bowie A
Mailena/Coldiron
Tom, Amy Jones
Bowie B/C
REPLACE ALL session title boards 15 minutes before break
Wednesday 3:15:00 PM
Break
Wednesday 3:30:00 PM Crystal
Kate and Kristi
Focus Session 3: Ownership Thinking – Building a Culture of Accountability, Purpose & PerformanTcraevis A/B
Wednesday Wednesday Wednesday
Keith
Peter Devereaux, Bob Rayes Focus Session 3: Transforming Practice as a Data-Enabled Business
Travis C/D
Heather
Jennifer Nelson
Focus Session 3: From Deductions to Credits: Tax Tools for High-Performing AEC Firms
Bowie A
Mailena/Coldiron
Rachel R Gresham Focus Session 3: Organizational Alchemy: The Chemistry between Org Structure & Culture Bowie B/C
4:00:00 PM Shirley, Matt
Photo download
Goliad
Wednesday 4:15:00 PM Shelby
Anna, Coldiron
Check in with sponsors – get ready for Happy Hour Reception Happy Hour Reception , sponsored by RBC Wealth Management
Prefunction A
Wednesday 4:30:00 PM Wednesday 5:30:00 PM
Table top signs at the bars for RBC, bev naps
Day 1 CONCLUDES!
Wednesday 5:30:00 PM Shirley Wednesday 5:30:00 PM Anna
Walk-through breakout rooms. Gather all valuables to Goliad. Break down (pack valuable items and registration materials to Goliad)
Prefunction A/Goliad
Wednesday 6:30:00 PM
Staff dinner (those that don't have client dinners)
Moda Fare?
Day Start time
Lead Staff
Support Staff
On stage
Description
Location
Marketing Materials
Thursday 7:00:00 AM Clinehens
Kyle
Rehearsal/Programming
Prefunction A and 3rd fl landing: cubes, meter boards; MEA, Insights/Research on TVs. Main ballroom: CE table tents. Breakout rooms: 24x36, 17x11, CE table tent,
Thursday 7:30:00 AM
Shirley
Shelby
Signage setup.
Prefunction A, all breakout rooms, Main ballroom
Thursday 7:45:00 AM
Anna
Crystal
ZG/SN table ready. Registration continues
Prefunction A
Set four chairs for panelists on stage for panel – no break between keynote & panel
Thursday 8:00:00 AM Shelby
Breakfast
Thursday 9:00:00 AM Thursday 9:02:00 AM
CEC
Opening Video, day two welcome, and expectation setting
Lone Star Ballroom Lone Star Ballroom
Mike Carragher
Opening Keynote - Inspiring a multi-generational vision - Mike Carragher, CEO VHB Panel Discussion - Driving leadership performance and developing rising stars (PANEL) - Facilitator Ying Liu - Panelists Hezekiah Harris (CMTS), Lisa Robert (Pronounced ROH-BEAR) (RS&H), Mike Carragher (VHB)
Thursday 9:45:00 AM
Ying, Hezekiah, Lisa, Mike
Lone Star Ballroom
table top signs & bev naps on bev stations for CTA (refreshment sponsors)
Thursday 10:45:00 AM Shelby
Anna
Break
Thursday Thursday Thursday Thursday
Crystal
Justin, Mark Presti
Focus Session 4: Bridging the Strategy Gap: A Case Study in Client Engagement
Travis A/B
Keith
Lucas Hayden
Focus Session 4: Elevate the Win: How Real-World AI is Reshaping AEC Pursuits and Proposals Travis C/D
Heather
Gordon, Hiren, Joe, and Joe Focus Session 4: Strategic Fortitude: Achieving Your Vision by Never Letting the Dust Settle Bowie A
Mailena/Coldiron
Kristi and Jeremy
Focus Session 4: Compensation & Incentive Strategies to Drive Performance
Bowie B/C
Thursday 11:30:00 AM Shirley, Matt
Photo download
Goliad
Remove CTA stuff. We have a different lunch sponsor (but they don't have signs and bev naps), just keep CTA off for lunch.
Thursday 12:00:00 PM Shelby
Anna
Lunch is served
Prefunction A
Thursday 12:00:00 PM Shirley
Crystal
Walk-through breakout rooms. Gather all valuables and bring to Goliad.
Thursday 12:30:00 PM Thursday 1:00:00 PM
Casey Shea, Stefanie Richter Luncheon keynote - Microsoft Frontier Firm: Agility at Scale through AI
Lone Star Ballroom
Break
Elevate the Industry Spotlight: Purpose at the Speed of Business: How EWB-USA Partnerships Accelerate Firm Performance - Dr. Boris Martin, CEO, Engineers Without Borders/USA, Matt Wessale, PE, Vice President, Westwood Elevate the industry spotlight: ElevateHER - Accelerating workforce evolution at the speed of business - Marci Thompson, CEO (SMPS)
Thursday 1:15:00 PM
Boris Martin, Matt Wessale
Lone Star Ballroom
Thursday 1:50:00 PM
Marci
Lone Star Ballroom
Thursday 2:05:00 PM Thursday 2:15:00 PM
Clinehens
Closing Remarks
Break
Thursday 2:15:00 PM Shirley, Matt Thursday 2:30:00 PM Anna
Photo download
Goliad
Coldiron, SN
Sponsor and ZG/SN tables – break down completely
Prefunction A
Gala meter boards, cubes, step-n-repeat frame and fabric
Thursday 2:30:00 PM Shirley
Keith, Crystal
Set up red carpet, step & repeat, flip signage to Gala (follow diagram)
Thursday 2:30:00 PM Mailena
Load seating charts & award winner slides to all three monitors. After Allied sets them up.
Prefunction A
Awards & certificates
2:30:00 PM Clinehens
Award presenters
Optional rehearsal for award presenters Set out all the awards and certificates
Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom
Kyle Anna
Anna
Thursday
Shirley
Glambot vendor arrives
Shirley, Mailena, Clinehens
Thursday 5:30:00 PM
Photographers, Margot
Prefunction A
Photographer & videographer pre-gala brief
Thursday
Shelby
Coldiron
Set up all table numbers - match seating chart!
Lone Star Ballroom
Thursday 5:45:00 PM ALL STAFF Thursday 6:00:00 PM Shelby
ALL STAFF photo at Step-n-repeat
Prefunction A Prefunction A
Cocktail reception. KEEP DOORS TO BALLROOM SHUT
Thursday 7:00:00 PM Thursday 7:10:00 PM Thursday 7:15:00 PM Thursday 7:25:00 PM Thursday 7:30:00 PM Thursday 7:40:00 PM Thursday 7:44:00 PM
Doors to ballroom open. Encourage guests to take their seats. CLOSE ALL BARS.
Take dinner orders
Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom Lone Star Ballroom
BARS REOPEN , after all dinner orders are in.
First course of dinner being served.
Ceremony opening video Welcome remarks by Chad
Clinehens Clinehens
CIL Intro by Clinehens
Thursday 7:46:00 PM Anna
JA Intro Video
Thursday 7:51:14 PM Thursday 7:50:00 PM
Clinehens
JA Award Presentation Second course of dinner
Thursday 7:56:14 PM Anna, SN
BFTWF Intro Video
Thursday 7:58:14 PM
Coldiron, Jen Nelson Best Firm To Work For Awards
Thursday
Entrée served
Thursday 8:33:14 PM Tom, SN
Rising Stars Intro Rising Stars Awards
Thursday 8:36:14 PM
Kristi and Jeremy
Thursday 8:43:14 PM Mailena, SN
MKTG Excellence Intro Video MKTG Excellence Awards
Thursday 8:45:23 PM
Ying and Scott
Thursday
Dessert served
Thursday 9:02:23 PM Keith, SN
Hot Firm Intro Video Hot Firm Awards
Thursday 9:04:23 PM
Will and Jeff
Thursday
Dinner Service concludes
Thursday 9:32:23 PM Thursday 9:35:23 PM Thursday 9:40:22 PM
Clinehens
Closing Remarks
Credits Video
After party
Prefunction A
10:30:00 PM Shelby
Bars closes at Prefunction A . Direct party people to the lobby bar.
Day Start time
Lead Staff
Support Staff
On stage
Description
Location
Marketing Materials
Friday 8:30:00 AM Shirley Friday 9:30:00 AM Shirley
Breakfast Packing Loading
Moda Fare
Goliad
Friday 10:30:00 AM Friday 1:00:00 PM
Contracted time ends at the Grand Hyatt. GET OUT OF THERE!
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