TPA Miami Workbook 2022

TPA Miami Workbook 2022

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TAagbelendofaContents

Welcome to The Principals Academy 2022

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Logistics

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Thank you to our sponsor

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Agenda

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Attendee Roster

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Meet your Instructors

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About Zweig Group

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Discount Codes

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Workbook & Slides

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Zweig Group Services

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Logistics

HOTEL

Kimpton Surfcomber South Beach - 1717 Collins Ave, Miami Beach, FL 33139

ZWEIG GROUP POINTS OF CONTACT

Shirley Che Director, Marketing & Media 817.312.9506 [email protected]

Ana Sofia Gonzalez Event Coordinator 832.418.3316 [email protected]

AROUND MIAMI

Española Way | 15 minute walk This classic Spanish street functions as an elegant, picturesque pedestrian-only strip, replete with Mediterranean flair and adorable sidewalk cafes. ARTECHOUSE | 7 minute drive This experiential art gallery is a decidedly 21st-century experience. All the art here is digital and installations move along with you. You can manipulate the work with your fingers. An experience you don’t want to miss. South Beach | Coconut-throwing distance Sunbathe, relax, sip on a piña colada.

CONTINUING EDUCATION

All attendees receive a certificate of completion indicating the number of hours (12LU/12 PDH/1.2 CEU) earned during this seminar. Zweig Group is a registered provider with the American Institute of Architects, and SHRM

Thank you to our sponsor

Dawson Fercho, EA

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Agenda

DAY ONE

What It Means To Be A Principal Jamie Claire Kiser 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

Dawson Fercho Marketing and Business Development

1:00-2:30 pm

Christy Zweig Niehues

Break

2:30-2:45 pm 2:45-4:30 pm

Recruiting and Retention

Jamie Claire Kiser & Phil Keil Optional Happy Hour in The Lobby

5:00-6:30 pm

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

Lunch

12:00-12:30 pm 12:30-1:00 pm

Zooming Out: Leading Successful Firms

Jamie Claire Kiser Principals Roundtable

1:00-1:30 pm

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Attendee Roster

Alejandro Garcia Associate | Bliss & Nyitray, Inc [email protected]

Jarrett Baggett Principal | Geo-Hydro Engineers, Inc [email protected] Jeffrey Moore Associate | The ELM Group, Inc. [email protected] Jennifer Ellsworth Director of Civil Engineering GLHN Architects & Engineers, Inc. [email protected] John Ings Vice President | Meridian Associates [email protected] Joseph Mugford Partner | Gilsanz Murray Steficek [email protected] Kaley Konecny COO | CORE Consultants [email protected] Kyle Wilson Senior Project Architect | TowerPinkster [email protected]

Amanda Hunsucker Senior Interior Design | Tower Pinkster [email protected]

Battle Whitley Director of Traffic Operations | Ramey Kemp Associates [email protected]

Bob Mora Managing Partner | Batture LLC [email protected] Camilo Torres Associate | Bliss & Nyitray, Inc [email protected] Christopher Andrus Project Architects | Village Architects [email protected] Dan Maher Director of Architecture GLHN Architects & Engineers, Inc. [email protected] Derek Bride Principal | Consulting Engineering Services [email protected]

Leisbel Lam Principal | Michaud Cooley Erickson PE , LC , MBA. [email protected] Marika Hawes-Ruhrup Senior Project Manager and Senior Mechanical Engineer TowerPinkster [email protected]

Donna Mertes Director of Civil Engineering GLHN Architects & Engineers, Inc. [email protected] Gaurav Lohiya Principal | Walker Architects, Inc. [email protected]

Mark Pina Associate & Office Director | Bliss & Nyitray, Inc [email protected]

Gregory Lewis Director of Construction Quality Management | m2e Consulting Engineers [email protected]

Marty Peninger Principal | Geo-Hydro Engineers, Inc [email protected] Mary Kay Morelli Associate Principal & Vice President GZA GeoEnvironmental [email protected]

Heather Calvert COO | CORE Consultants [email protected]

Jared Perry Principal | Sixmo Inc. [email protected]

Matt Schreiner Vice President | Vierbicher [email protected]

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Attendee Roster

Matt McComas Associate Principal | Sorba Engineering [email protected] Meghan Boyer Senior Interior Design | Tower Pinkster [email protected] Melanie Kawczynski Vice President Operations ACS Architectural Construction Services, Inc. [email protected] Meredith McComas Associate Principal | Sorba Engineering [email protected] Michael Mcnally Associate | The ELM Group, Inc. [email protected] Mitchell Miller Principal Architect | Village Architects [email protected] Nick Edwards Principal | Michaud Cooley Erickson [email protected]

Rob Courter Architectural Department Manager | TowerPinkster [email protected]

Samuel Darrah Partner | Bliss & Nyitray, Inc [email protected]

Samuel Miller Project Architect | Village Architects [email protected] Scott Stanford Associate | Bliss and Nyitray [email protected] Seth Rogge Principal | SK&A Structural Engineers [email protected] Shawn Parshall Design Architect | TowerPinkster [email protected]

Tanmay Kadam Director of Discovery and Diagnostics | m2e Consulting Engineers [email protected]

Pat Thornton Principal | Sixmo Inc. [email protected]

Thomas Baglivo Principal | Geo-Hydro Engineers, Inc [email protected]

Randy Eardley Vice President | Wier & Associates [email protected]

Tiffany Gorrell Director of Marketing & Business Development GLHN Architects & Engineers Inc. [email protected]

To view a digital up to date version of the 2022 TPA Attendee Roster, scan the QR code below.

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Instructors

Jamie Claire Kiser Managing Principal & Director of Advisory Services Zweig Group [email protected]

Phil Keil Principal & Director of Strategy Zweig Group [email protected]

Will Swearingen Principal & Director of Ownership Transition Zweig Group [email protected]

Dawson Fercho Partner & Founder Corporate Tax Advisors [email protected]

Christy Zweig Niehues Director of Research & E-Commerce Zweig Group [email protected]

Justin Smith Principal, Start 2 Rise Strategic Training and Advisory Partner [email protected]

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About Zweig Group

Our Vision is simple. ELEVATE THE INDUSTRY.

With industry performance metrics shattering all-time records, there’s never been a better time to be in this profes - sion. There’s also never been a better time to be running an AEC firm – and that’s where Zweig Group can help. With a vision to Elevate the Industry™, Zweig Group’s mission is to be the leaders in driving performance and purpose for the AEC industry. Driven by the latest >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28 Page 29 Page 30 Page 31 Page 32 Page 33 Page 34 Page 35 Page 36 Page 37 Page 38 Page 39 Page 40 Page 41 Page 42 Page 43 Page 44 Page 45 Page 46 Page 47 Page 48 Page 49 Page 50 Page 51 Page 52 Page 53 Page 54 Page 55 Page 56 Page 57 Page 58 Page 59 Page 60 Page 61 Page 62 Page 63 Page 64 Page 65 Page 66 Page 67 Page 68 Page 69 Page 70 Page 71 Page 72 Page 73 Page 74 Page 75 Page 76 Page 77 Page 78 Page 79 Page 80 Page 81 Page 82 Page 83 Page 84 Page 85 Page 86 Page 87 Page 88 Page 89 Page 90 Page 91 Page 92 Page 93 Page 94 Page 95 Page 96 Page 97 Page 98 Page 99 Page 100 Page 101 Page 102 Page 103 Page 104 Page 105 Page 106

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