AEC THRIVE Agenda
Wednesday, October 1st
AEC Executive Workshop: The CEO’s Guide to Finding and Cultivating Superstar Next Gen Leaders (optional)
9:30AM - 10:00 AM
Registration
10:00 AM - 12:00 PM
Workshop Sessions
12:00 PM - 1:00 PM
Networking Lunch
1:00 PM - 5:00 PM
Workshop Sessions
5:00 PM - 7:00 PM
AEC Executive Workshop and AEC THRIVE Cocktail Reception
Thursday, October 2nd
AEC THRIVE Conference Day 1
7:30 AM - 8:00 AM
Registration and Networking Breakfast
8:00 AM - 9:15 AM
Opening Keynote Address
Future Economy: Unlocking the Growth Opportunities for AEC Firms
Future Economy: Unlocking the Growth Opportunities for AEC Firms
Andrew Busch
Economist and Futurist
Our economy is going to see more change in the next 5 years than in the last 100. Leading economist and futurist Andy Busch provides us the context to understand the forces at work creating momentum for change in the economy and the AEC industry. Are you aligning yourself for what will occur? Andy literally wrote the book on large, catastrophic events and how they impact our markets, economy and world. In this engaging opening keynote, he dives deep into how innovation, policy changes and societal shifts drive opportunities for AEC firms. He provides context by doing a “where we’ve been, where we are and where we’re going” for the economy to show where money is flowing, and opportunities are growing.
About Andrew Busch
Andrew Busch is the former 1st Chief Market Intelligence Officer for the US government where he was charged with improving and enhancing the government’s understanding of the markets and the economy. His job was to take all the news, information and data on the economy and markets; and filter it into condensed, easily understood research; then communicate it to the government and public. Andy provided economic and market briefings to White House, US House, US Senate, the SEC, the Federal Reserve Board and the US Treasury staff on a wide range of issues including interest rates, inflation, China’s influence on trade, and the impact of technology on the economy.
9:15 AM - 9:45 AM
Networking Break
9:45 AM - 10:45 AM
Concurrent Breakout Session 1A
From 0 to 200: How One AEC Firm is Crushing Growth Goals
From 0 to 200: How One AEC Firm is Crushing Growth Goals
Tom Lammons
CEO
Bunnell Lammons Engineering
What’s the best way to build a sustainable AEC firm? Tom Lammons co-founded Bunnell Lammons Engineering and has overseen its steady growth to 200 professionals serving multiple markets. He shares his success secrets for driving the company’s life cycle from launch, evolving business models, through strategic growth and transition. Get his proven strategies for leadership development and transition, KPIs you should be watching, developing an expansion strategy, fostering innovation and AI integration, and more!
Tom is a founding Principal and CEO of the firm with over three decades of professional experience in Hydrogeology, Environmental Regulatory Consulting, and Petroleum Geology. His professional experience includes leadership of technical, science and engineering teams at the project, regional and corporate levels.
11:45 AM - 1:00 PM
Concurrent Breakout Session 1B
Your AEC Firm’s Tax Incentives Under the Big, Beautiful Bill: More Powerful Than Ever!
Your AEC Firm’s Tax Incentives Under the Big, Beautiful Bill: More Powerful Than Ever!
Jacob Wood, JD
Bill Harbeson
Capstan Tax Strategies
For most AEC firms, capital is king. Yet too many aren’t taking advantage of specialty tax incentives that can create a renewable – and significant -- source of revenue.
The recent passing of the One Big, Beautiful Bill Act has enhanced these incentives, bringing even more opportunity for growth. Jacob Wood, JD, and Bill Harbeson of Capstan Tax Strategies advise AEC leaders on leaving no dollar behind when it comes to financial management under existing and new tax rules. In this session we’ll explore two important tax incentives firms should consider.
R&D Tax Credit: You’re constantly designing, evaluating, and refining – your day-to-day activities are exactly what this powerful Credit rewards. Recent legislation has repealed mandatory amortization of certain expenditures, making the incentive even more taxpayer-friendly.
179D Energy-Efficiency Deduction: If you function as a design professional for government projects or tax-exempt entities, you may claim this powerful Deduction via allocation. Recent legislation has super-charged the potential benefit to $5.81/building square foot
Packed with real-life examples of AEC firms who use specialty incentives to drive success, this session will inspire you to unlock tax savings of your own. You:
- Understand the impact of the Big, Beautiful Bill on the profitability of the R&D Tax Credit
- Identify architectural and engineering-specific Qualified Research Activities your firm performs, and learn how to estimate potential Credit value based on your expenses
- Recognize the importance of documentation in successfully claiming the R&D Tax Credit for AEC Firms
- Describe the relationship between facility size and potential benefit when claiming the 179D Deduction
- Identify the unique steps you MUST take to be allocated the 179D Deduction
11:45 AM - 1:00 PM
Concurrent Breakout Session 1C
Stand Out as Outstanding: Winning AEC Work in Project Interviews
Stand Out as Outstanding: Winning AEC Work in Project Interviews

Tim Griffin
RMF Engineers
What makes your firm the best option when competing for a prime project? Answering that brings up the AEC Executive’s Conundrum: To grow your business, you must sell more work than you can actually do. At the same time, to be able to tell more marginal clients with marginal projects and less than marginal fees that you will pass, you must be able to win work with better clients that are willing to pay for the value you provide. But to expand your firm’s resume, you must win types of projects in which you do not currently have a lot of prior experience.
Tim Griffin, PE, Executive VP with RMF Engineering, knows that while there are many things AEC leaders must do right to succeed, winning work is the fuel driving the engine. He explains how, for niche type work, where we are selected primarily on our qualifications, we must convince a project selection committee we are the best choice to entrust with their project’s vision, budget, and schedule. All the while other firms are trying to do the same.
Ever wonder how selection committee makes those decisions? Even better, how can you strategically increase your team’s odds of winning the project? If you are going to take the time to submit a proposal strong enough to win an invitation to interview, and then are going to invest effort in interview preparation, and take your very busy, highly compensated professionals away from billable activities to present, why not do so in a way that increases your odds of success?
Learn Tim’s secrets for strategic approaches that win projects in interviews and effective ways to communicate your differentiators to any audience. You learn:
- How to identify and evaluate the key factors that influence project selection committees, enabling better client perspective understanding and tailored approach development.
- How to position your firm to win higher-value projects with better clients while expanding into new project types with limited prior experience.
- How to design strategic interview preparation processes that increase win rates and justify investment of time from highly compensated professionals.
- How to articulate your firm's unique value proposition in compelling ways that resonate with selection committees and distinguish from competitors.
11:45 AM - 1:00 PM
Concurrent Breakout Session 1D
Performance Over Process: How to Tame the 'SOP' Monster at Your AEC Firm
Performance Over Process: How to Tame the 'SOP' Monster at Your AEC Firm
As AEC firm leaders, it can be easy to focus on high-level strategy and ignore operational details, like SOPs, that are “Set it and forget it” ... until changing conditions, inconsistent application, and contradictory guidance bog down project execution. Warren Ladbrook, Senior Director of Project Management with engineering powerhouse WithersRavenel, has tamed the SOP monster at his AEC firm an shares the 5-phase process that top executives can and must use to lead the charge to streamline procedures and eliminate bottlenecks that stifle profitability. Here’s your roadmap to a singular framework that provides simplified clarity for your organization!
- Uncover the SOP problem at your firm and how it’s eating into firmwide performance
- Learn a policy and procedure hierarchy that slashes red tape
- An implementation framework you can apply at your firm
- How to categorize and prioritize changes
- How to maintain your new and improved SOP culture!
10:45 AM - 11:00 AM
Networking Break
11:00 AM - 12:00 PM
Concurrent Breakout Session 2A
Lean on Your Influence Triad: How Leadership, a BOD, and an Advisory Board Maximize AEC Firm Performance
Lean on Your Influence Triad: How Leadership, a BOD, and an Advisory Board Maximize AEC Firm Performance
The most successful AEC firm leaders know sound strategic guidance and effective governance drive sustained growth. Learn from Greg Riley, PE, SE, President of Schaefer, how a well-formed triad of engaged leadership, a board of directors, and an advisory board provides balanced oversight, diverse perspectives, and agile action-oriented decisions. Gain clarity on the unique roles and responsibilities of these three legs and how to assess your current corporate governance structures to identify opportunities to enhance their effectiveness. Whether your firm already has this structure in place or is considering establishing one or both types of boards, you get actionable guidance to support your goals. Greg shares his board development and service experience so give you a clear vision of how to differentiate between each part of the triad, recruit (internally, externally, or both) and structure effective boards tailored to your company’s goals, and serve as a board member within your firm or manage those boards as the firm leader. This session is ideal for AEC executives looking to elevate their organizational effectiveness and for rising leaders who want to grow their careers.
- How each part of the triad, firm leadership, board of directors (fiduciary board) and advisory board should work in concert
- The link between AEC firm growth and the input of a board of directors and an advisory board
- Best practices for forming and structuring relationships within the triad
- Communication keys to maximize value.
- How emerging leaders can be effective board members and use the experience to super-charge their growth
11:45 AM - 1:00 PM
Concurrent Breakout Session 2B
Data Management Success in M&A: Essential Prep Tips for AEC Buyers and Sellers
Data Management Success in M&A: Essential Prep Tips for AEC Buyers and Sellers
In today's M&A-driven AEC landscape, deals can make or break firms in months, not years. Yet 70% of acquisitions fail to deliver expected value—often because leaders overlook the critical role of data and systems integration. Your firm's data architecture isn't just an IT concern; it's a strategic weapon that can accelerate deals, command premium valuations, or torpedo transactions entirely.
Whether you're positioning for acquisition or eyeing your next strategic purchase, the firms winning in today's market aren't just managing data—they're weaponizing it. As AI reshapes how AEC firms operate, the quality and accessibility of your data will determine whether you're leading the transformation or scrambling to catch up.
In this high-impact session, you'll discover:
- Pre-Deal Positioning Strategies – How to structure your data and systems to command maximum valuation and streamline due diligence (saving 6-8 weeks in typical deal timelines)
- Acquisition Due Diligence Mastery – The critical questions and red flags that separate successful integrations from costly disasters, plus how to evaluate a target's true data value
- Integration Success Metrics – Essential reports and dashboards that prove ROI and identify integration risks before they derail your deal
- AI-Ready Data Architecture – Future-proof your M&A strategy by building data systems that unlock AI capabilities and competitive advantages
- Post-Merger Optimization – Proven frameworks for consolidating systems, eliminating data silos, and maximizing the value of combined datasets
Join Aktion Associates' Paul Prickett to transform your approach to M&A success. Leave with actionable strategies that position your firm to thrive whether you're buyer, seller, or strategic acquirer in the rapidly evolving AEC marketplace.
Perfect for: CEOs, COOs, CIOs, and M&A leaders ready to turn data management from operational overhead into strategic advantage.
11:45 AM - 1:00 PM
Concurrent Breakout Session 2C
From Handshakes to Hashtags: How BD Has Evolved (and Why Your AEC Firm’s Marketing Must Too)
From Handshakes to Hashtags: How BD Has Evolved (and Why Your AEC Firm’s Marketing Must Too)
In the AEC industry, relationships still matter—but the way we build them has changed. Buyers aren’t waiting for your lunch invite. They’re online, doing their own research, forming opinions, and shortlisting firms before your BD team ever gets the chance to say hello. If your go-to-market strategy hasn’t evolved, you’re invisible—and falling behind.
In this provocative session, Judy Sparks—Fractional CMO to some of the most forward-thinking firms in the industry, and CEO of Smartegies, a strategic marketing consultancy for the built environment—shares what’s actually driving growth in today’s market. Drawing from real-world examples with clients like Nelson Worldwide, SSOE, Walker Architects, and Cummins Cederberg, Judy reveals how smart firms are modernizing their approach to win more of the work they want, recruit top talent and help doer-sellers become seller-doers.
Whether it’s helping niche firms diversify into financially healthier markets or supporting geographic expansion into untapped regions, Smartegies’ full-funnel, multi-channel strategies are proving that marketing is no longer just a support function—it’s a revenue driver.
If your firm is still relying on referrals, RFQs, and BD relationships alone, this session will challenge your assumptions and offer a roadmap to align visibility, positioning, and pursuit strategy with the way today’s buyers actually behave.
marketing is now fueling BD outcomes, and what firm owners need to know to make smarter investments in visibility, positioning, and growth.
Whether you’re still relying on referrals and RFQs or you’ve started to dabble in digital, this session will help you connect the dots between what your buyers are doing and how your firm shows up. The result? A more aligned, modern approach that drives real revenue.
11:45 AM - 1:00 PM
Concurrent Breakout Session 2D
From Hesitation to Innovation: How AI is Transforming AEC Workflows Right Now
From Hesitation to Innovation: How AI is Transforming AEC Workflows Right Now
As Artificial Intelligence reshapes our world, AEC executives are naturally uncertain about its impact on our profession. Studies suggest a significant percentage of AEC tasks could be automated soon — leaving many wondering about careers, futures, and business models. The AEC industry is at a turning point, with AI reshaping how we design and build. While many firms are hesitant, Aya Shlachter sees AI as an opportunity, not a threat. This session offers a quick peek at AI tools for the AEC industry, focusing on Visualization, Generative Design, and Drafting. The results are surprising — and, most importantly, they will help any AEC leader make informed decisions and stay competitive in this rapidly changing landscape.
- Understand the current transformation of the AEC industry through AI integration and its impact on design and construction processes
- Analyze and compare different AI tools specifically designed for Visualization, Generative Design, and Drafting in AEC applications
- Develop strategies to overcome common hesitations and barriers to AI adoption in architectural firms
- Apply insights from the research of 50+ AI tools to make informed decisions about technology implementation
- Create competitive advantages by effectively integrating AI tools into existing architectural workflows
12:00 PM - 1:15 PM
Lunch with Presentation:
Where Are We Headed? 2025-2026 AEC Market Conditions Update and Forecast
Where Are We Headed? 2025-2026 AEC Market Conditions Update and Forecast
Leading AEC business data analyst David Burstein, P.E., breaks down the latest market and submarket numbers into actionable intelligence and clear-picture takeaways for making bold new growth decisions heading into 2026. A highlight of every annual AEC THRIVE summit!
1:15 PM - 1:30 PM
Networking Break
1:30 PM - 2:30 PM
Concurrent Breakout Session 3A
Details Coming Soon!
Details Coming Soon!
11:45 AM - 1:00 PM
Concurrent Breakout Session 3B
Is Your Comp Strategy Smart and Equitable? Win the War for Highly Trained AEC Professionals
Is Your Comp Strategy Smart and Equitable? Win the War for Highly Trained AEC Professionals
Great design and technical staff, the lifeblood of your firm, are the hottest thing in recruiting right now, and that means yours are probably getting approached by other headhunters on a daily basis. Problem is, you can't throw money at all of them to keep the wolves at bay, so you need a formal, logical, and defensible professional staff pay structure supported by sound financial underpinnings. In this action-oriented session, AEC firm CFO Jenifer Navard uses hard 2025 salary data and real-world examples to explain:
- Why position descriptions are a terrible way to set salaries right now -- and what works better.
- 4 critical factors that must guide every salary offer for design and technical professionals, and the high costs of ignoring them.
- How the latest survey data on chargeability, billing rates and direct labor multiplier can help you determine the financial impact of salary increases.
- How to establish an equitable market-based salary structure for key contributors and potential new hires.
- The right way to look at gender pay equity in staff discussions.
11:45 AM - 1:00 PM
Concurrent Breakout Session 3C
Strategic Decision-Making Under Pressure: Mental Frameworks That Drive AEC Success
Strategic Decision-Making Under Pressure: Mental Frameworks That Drive AEC Success
AEC executives face an avalanche of decisions daily: Which projects to pursue? How to allocate resources? When to pivot strategies? The difference between thriving firms and struggling ones isn't access to information—it's the ability to make smart decisions quickly.
Drawing from 25+ years of AEC leadership experience, Cuhaci Peterson CFO Bo Newman reveals the mental frameworks top executives use to cut through complexity and make confident decisions that drive profitability and growth. You'll discover how to identify when your brain is taking dangerous shortcuts that cost money and time, and learn proven frameworks to accelerate good decision-making without falling into common cognitive traps. Walk away with immediately actionable tools to improve your decision-making speed and accuracy, reduce analysis paralysis, and build a more decisive leadership culture in your firm.
- Master the AEC Decision Matrix - Apply a practical framework to evaluate complex business decisions with greater speed and confidence.
- Identify Your Costly Cognitive Blind Spots - Recognize the 5 most dangerous mental shortcuts that AEC leaders commonly make and implement specific countermeasures to avoid expensive mistakes.
- Implement "First Principles Thinking" for Strategic Decisions - Use this Silicon Valley technique to break down complex AEC challenges (like market expansion or service diversification) into fundamental components for clearer decision-making.
- Build Your Personal Decision-Making Playbook - Create customized mental models for your firm's most common decision types (hiring, project go/no-go, resource allocation) to reduce decision fatigue and improve consistency.
- Foster Faster Team Decision-Making - Install practical processes to help your leadership team make better collective decisions while avoiding groupthink and analysis paralysis
11:45 AM - 1:00 PM
Concurrent Breakout Session 3D
Real-World AI for AEC: How 5 Firms Are Creating Business Value through Knowledge Management
Real-World AI for AEC: How 5 Firms Are Creating Business Value through Knowledge Management
- BWBR created a healthcare upskilling series with 18 learning modules, best practice guides, and expert-curated content. AI search makes it all accessible to new hires so they can quickly get answers to their questions.
- Turner Fleischer combined structured standards, #TechTalk videos, a searchable eTutor library, and an internal learning academy to build a robust KM foundation. AI search delivers just-in-time answers that support technology adoption at scale.
- Boulder Associates uses expert interviews to capture knowledge, such as seismic compliance strategies and Bluebeam project workflows. AI search then surfaces this expertise so project teams can get answers and connect directly with in-house experts.
- Bora Architecture & Interiors built a digital twin of their sustainability lead, Corey Squire, by integrating his best practices, project reflections, and even his book into their intranet. AI search (aka “Robo Corey”) now helps employees find standards, strategies, and subject matter experts for sustainable design decisions.
- Shepley Bulfinch created a comprehensive onboarding knowledge ecosystem, answering questions such as “How do I get staffed on projects?” or “Who knows Affinity Photo in Houston?” in the flow of work. AI search allows access to answers long after orientation.
Join us as we explore these cultural and process shifts that have helped AEC firms realize the promise of AI-powered knowledge management. Chris helps us:
- Understand how AI-powered search can enhance knowledge accessibility and usability across diverse AEC firm contexts, from onboarding to sustainability practices.
- Identify key strategies used by AEC firms to capture and organize institutional knowledge, such as expert interviews, video libraries, and structured learning modules.
- Analyze the cultural and procedural shifts that support successful adoption of AI-enabled knowledge management systems within AEC organizations.
- Evaluate the impact of integrating AI search with intranet platforms on improving employee learning, decision-making, and productivity in real-world firm settings
- Explore practical case studies demonstrating how AEC firms are building living knowledge ecosystems that scale learning and expertise across teams and time zones.
2:30 PM - 2:45 PM
Networking Break
2:45 PM - 3:45 PM
Concurrent Breakout Session 4A
Stop Competing on Price Alone: Turn Your AEC Firm's Value Prop Into a Strategic Growth Engine
Stop Competing on Price Alone: Turn Your AEC Firm's Value Prop Into a Strategic Growth Engine
Is your firm is trapped in a race to the bottom? 80% of AEC firms struggle with commoditization, competing against dozens of qualified firms for the same projects, all telling the same basic story. Meanwhile, a select group consistently wins premium projects, enjoys stronger client relationships, and achieves industry-leading profitability. What's their secret? They've cracked the code on strategic positioning. Hear PSMJ Chief Strategic Planning Consultant Jared Jamison explain how to identify your differentiating position in the market and leverage it for maximum results. We dive into how you can:
- Escape the commoditization trap that's keeping your margins thin, and your team overworked
- Identify your firm's hidden competitive advantage that clients value most (it may not be what you think)
- Make the right strategic decisions to strengthen your competitive advantage, better serve your clients, and improve your profit margins
- Create a sustainable competitive moat that keeps competitors at bay while you capture market share
This isn't another theoretical strategy session. You'll participate in a hands-on workshop that transforms how you think about positioning, pricing, and how you run your firm —with actionable takeaways you can implement immediately. Stop hoping to outwork your competition. Start outthinking them.
11:45 AM - 1:00 PM
Concurrent Breakout Session 4B
5 AI Mistakes You Don’t Know You’re Making—And How to Fix Them
5 AI Mistakes You Don’t Know You’re Making—And How to Fix Them

AI is transforming the AEC industry, but are you using it effectively—or falling into common pitfalls? Many teams unknowingly limit AI’s potential by making critical missteps that lead to inefficiencies, poor decision-making, and missed opportunities.
Join Eric Liou, Chief Product Officer at OpenAsset, as he draws on his deep AI expertise to uncover the top 5 AI mistakes teams make when adopting AI tools. From writing incomplete prompts to over-automating without human oversight, this session will challenge your assumptions and provide practical strategies to optimize your AI workflows.
Whether you're just getting started with AI or refining your approach, you’ll walk away with actionable takeaways to improve efficiency, enhance decision-making, and drive real results.
Learning Objectives:
- Master AI Prompting: Learn how to structure AI prompts effectively to generate high-quality, relevant responses—complete with real-world examples of good vs. bad
prompts. - Develop an AI Strategy: Understand why AI needs a clear business objective and how to align AI initiatives with company goals for maximum impact.
- Maintain Human Oversight: Recognize the risks of over-automation and establish quality
control processes to ensure AI enhances rather than replaces human expertise. - Improve AI Data Quality: Discover how data integrity directly impacts AI performance and learn best practices for maintaining high-quality, labeled datasets.
- Balance AI and Human Creativity: Explore how to leverage AI for efficiency while ensuring human storytelling and critical thinking remain central to your workflows.
11:45 AM - 1:00 PM
Concurrent Breakout Session 4C
Find and Develop Your Next-Gen Business Development Leaders
Find and Develop Your Next-Gen Business Development Leaders
In today's competitive AEC landscape, successful business development demands both exceptional competency and disciplined execution. This translates to equal parts "what to do" and "how to do it." Join Wally Hise, PE, CPSM of HDR as he reveals 8 essential elements of high performing business development professionals. Drawing from decades of experience, he developed an assessment tool to evaluate BD staff. Wally will also share practical coaching advice to help improve performance and develop your next generation of business development leaders.
- Identify and develop high-potential BD talent within your organization
- Master the competency and execution framework for BD excellence
- Apply a simple rating scale to assess the performance of your BD staff
- Use practical coaching to develop your next generation of BD leaders
11:45 AM - 1:00 PM
Concurrent Breakout Session 4D
Harnessing AI: Exploring Cutting-Edge Software Revolutionizing AEC
Harnessing AI: Exploring Cutting-Edge Software Revolutionizing AEC
Karen Cvornyek is a distinguished architect with over three decades of experience in the commercial and institutional architecture sectors. She has specialized in mixed-use, hospitality, retail, residential, and healthcare projects for both the public and private clients.
As an executive for 30 years in the A+D business, Karen has extensive experience in strategic planning, business development strategy, succession planning, mergers and acquisitions, workplace consulting, operations and productivity models, talent management, AI approach and integration.
Throughout her career, Karen has demonstrated exceptional leadership in managing and growing B+H Architects’ offices in Asia, where she served from 2003 to 2023. Her role encompassed business development, operations, innovation, and the management of complex projects across China, Hong Kong, Singapore, and Vietnam.
As the first female partner at B+H, she significantly contributed to the firm’s growth and reputation in the region.
Currently, Karen is focused on leveraging cutting-edge technology, including AI, to enhance architectural practices and developing sustainable housing solutions to address urban challenges.
3:45 PM - 4:00 PM
Networking Break
4:00 PM - 5:00PM
Day 1 Closing Keynote Address
Growth Catalyst: How Pape-Dawson Dreamed Big and Achieved Even Bigger
Growth Catalyst: How Pape-Dawson Dreamed Big and Achieved Even Bigger
Brian Kirkpatrick, Operating Partner, Palm Beach Capital
Trey Dawson, P.E., President, Pape-Dawson Engineers
Private equity investment sets off alarm bells for many AEC leaders. Slashed staffs and budgets… unrelenting pressure to shift market focus… loss of control over strategic direction… a plundering of the equity you’ve spent a career building. But what if there’s another story you haven’t heard? From family-owned roots in Texas dating back to 1965 to a nearly 2,000-person multi-disciplinary firm with national momentum today, the story of Pape-Dawson Engineers is one of ambition, grit, and vision – and smart growth through a strategic partnership with Palm Beach Capital. Join us for this inspirational look at how the firm navigated significant challenges and punched past growth plateaus. You leave with practical insights on scaling with intention, navigating change, and building a resilient firm for the future along with specific insight in areas such as:
- Preserving your firm’s high-performance culture during robust growth
- Keeping the recruiting pipeline full to support growth
- When and where organic and acquisitive growth make sense
- Building the corporate governance infrastructure to support growth
- How to choose a PE partner for the long-haul
No matter where your firm is in its trajectory, you are sure to take away valuable insight to plot your pathway to long-term sustainable growth.
5:00 PM - 6:30 PM
Networking Reception
Friday, October 3rd
AEC THRIVE Conference Day 2
7:30 AM - 8:00 AM
Networking Breakfast
8:00 AM - 9:15 AM
Day 2 Opening Keynote Address
The Profit Paradox: How Non-Billable Teams Drive Your Bottom Line
The Profit Paradox: How Non-Billable Teams Drive Your Bottom Line
Ellen Bensky
CEO and CFO
Turner Fleischer
What if the key to profitability is not more billable hours—but the systems and structures that allow project teams to work more efficiently and effectively?
In this keynote, Ellen Bensky, CEO and CFO of Turner Fleischer, shares how a 250-person design studio has restructured its practice by embedding operational teams at the center of firm performance. Departments typically viewed as non-billable—Digital Practice, Marketing, People + Culture, Finance, Knowledge Management, and Learning + Development—are fully integrated into project delivery and business strategy. Their work improves clarity, reduces redundancy, and ensures that design teams are supported by systems that enhance—not interrupt—the creative process.
With connected software platforms and a single source of truth for data, Turner Fleischer has built a resilient, scalable model that supports creativity, improves project outcomes, and drives long-term profitability. This approach reframes operations not as overhead—but as essential to practice success.
Ellen will share how her firm has developed a new strategy to:
- Structure operational roles to directly contribute to profitability and project success
- Use connected software and a single source of truth to streamline workflows and improve efficiency
- Reduce administrative burden and support creative focus through well-integrated operational teams
- Strengthen project outcomes, client relationships, and long-term growth through operational clarity
9:15 AM - 9:45 AM
Networking Break
9:45 AM - 10:45 AM
Concurrent Breakout Session 5A
Kill Your Profit Centers... Before they Kill Your AEC Firm!
Kill Your Profit Centers... Before they Kill Your AEC Firm!
Traditional profit center accounting in AEC firms creates perverse incentives that penalize growth, discourages collaboration, and wastes management time on internal revenue disputes. The fundamental flaws include unfair corporate overhead allocations, growth penalties for successful managers, and destructive competition over inter-company worksharing arrangements. David Burstein, PE, is a Senior Consultant with PSMJ and he explains a better way: the Business Unit Revenue Factor (BURF), a revolutionary approach that measures profitability using Direct Labor Multiplier and Utilization Rate to fundamentally change internal incentives for the better. By shifting focus from hoarding resources to maximizing utilization and optimizing efficiency across business units, firms can increase collaboration, improve accountability, and drive sustainable growth. Key Takeaways:
- Identify the hidden costs of profit center accounting including fairness problems, growth penalties, and collaboration barriers that undermine firm performance
- Learn the BURF formula (Direct Labor Multiplier × Utilization Rate) as a superior alternative to traditional profit center metrics for measuring business unit profitability
- Discover how BURF revolutionizes incentives by encouraging managers to maximize staff utilization regardless of project ownership and optimize efficiency using the best people across all business units
- Implement a transition strategy that includes correlation analysis, parallel tracking systems, and balanced scorecard approaches to safely migrate from profit centers to business units
11:45 AM - 1:00 PM
Concurrent Breakout Session 5B
Your 2025 AEC Mergers & Acquisitions Update: Deal Structures, Valuations, and Private Equity Strategy
Your 2025 AEC Mergers & Acquisitions Update: Deal Structures, Valuations, and Private Equity Strategy

PSMJ Senior M&A Advisor Karl Wohler gives us his insider look at best practices in M&A deal structures and processes. M&A activity and valuations continue to increase in a market that has seen a significant increase in private equity and family office activity. The mega PE firms are more active, driving roll-up initiatives across the AEC sector. He looks at ownership transition options for shareholders, including a comparison of internal and external ownership transition options. Plus, he breaks down current market valuations and compares internal and external valuations.
11:45 AM - 1:00 PM
Concurrent Breakout Session 5C
Profit Boost: How Smart AEC Firm Leaders Are Re-Thinking the Project Management Playbook
Profit Boost: How Smart AEC Firm Leaders Are Re-Thinking the Project Management Playbook
- The firm-level KPIs that really drive improved performance and how project management aligns with profit and growth strategy, with a breakdown of the DLM and chargeability correlation
- How the best-in-class firms foster a high-performance project management culture using PIC+PM Reviews, performance feedback and mentorship
- The most common skill gaps in Project Managers that lead to busted budgets
- The traits that the best Project Managers have in common and how you can spot them early
- And much more!
9:45 AM - 10:45 AM
Concurrent Breakout Session 5D
Filling Your Next Gen Leadership Void: Transform AEC Managers into Great Coaches
Filling Your Next Gen Leadership Void: Transform AEC Managers into Great Coaches
As AEC firm principals, we want rising stars to accept the mantle of leadership and transition from being managers to true coaches for those under their supervision. But are we ready to help them make it a reality? What kind of mindset shifts are required to drive maximum engagement, passion, and productivity from technical professionals?
Get a step-by-step, AEC-specific roadmap for instilling a winning culture when you learn the essentials of inspiring and leading professionals, and how to set up your PMs to manage less and coach more. You learn key mindset shift that technical professionals need to make this jump, and the 4 leadership and coaching practices that drive employee retention and output.
- What the most productive and desirable new AEC talent expects in a modern workplace coach, and how it differs radically from traditional management styles
- How to apply employee assessment tools to target your coaching efforts and tailor your message for maximum effectiveness
- How to employ the four Core Coaching Practices that supercharge engagement, retention, and productivity in AEC workplaces
- Recognize and instantly assess the common workplace situations that call for coaching
10:45 AM - 11:00 AM
Networking Break
11:00 AM - 12:00 PM
Concurrent Breakout Session 6A
Getting to AI-Ready for AEC Firms: Navigating Deep Risks in the Age of Artificial Intelligence
Getting to AI-Ready for AEC Firms: Navigating Deep Risks in the Age of Artificial Intelligence
Artificial intelligence is reshaping industries—and AEC firms are at particular risk. While many leaders focus on visible risks, deeper, less obvious threats are quietly undermining performance and leaving firms exposed. These hidden vulnerabilities, once manageable, become dangerous liabilities in the AI era. Jeff Hirst, Account Executive with American Insurance, specializes in helping AEC manage exposure, and in this fascinating presentation, reveals how to identify and resolve these foundational risks while equipping your team with the skills needed to thrive in an AI-transformed future. He explains how to :
- Identify the deep risks undermining AEC firms: Recognize hidden operational and cultural vulnerabilities that erode performance and learn how to uncover and address them within your organization
- Understand how AI will influence client experience and value proposition: Learn how AI exposes industry weaknesses, enabling you to assess where your firm is most vulnerable in the AI era .
- Discover essential human and technical skills for AI relevance: Learn the key skills A/E professionals need—like human experience, journey management and enhanced collaboration—to stay competitive and complement emerging AI technologies.
- Learn how to identify and improve AI readiness: Explore practical skills and strategies to recognize your firm’s AI maturity and create a clear, actionable plan to strengthen future readiness.
11:45 AM - 1:00 PM
Concurrent Breakout Session 6B
From Cost Center to Growth Engine: How Non-Technical AEC Leaders Leverage IT Strategies at High-Performance Firms
From Cost Center to Growth Engine: How Non-Technical AEC Leaders Leverage IT Strategies at High-Performance Firms


Most leaders don’t need to be IT experts to run a high-performing firm. What they need is a clear understanding of how to align technology with business goals. In this session, you’ll learn how the most effective AEC firms are using IT and cybersecurity not just to support their operations, but to drive growth, increase efficiency, and reduce risk across the organization.
Justin Neagle and Will Foret from Spot Migration will share a framework that helps non-technical executives evaluate the maturity of their current systems, identify hidden friction that slows down teams, and understand where technology is quietly costing them time and money. They’ll also share real-world examples of AEC leaders who made strategic IT improvements that boosted productivity, streamlined operations, and increased overall company value.
Whether you are scaling up or stabilizing for the long haul, this session will give you the clarity and confidence to lead your organization’s technology strategy without getting lost in the weeds. You’ll leave with actionable insights that help you turn your IT from a reactive cost center into a proactive growth engine your business can count on.
- Learn how better IT and cybersecurity can make your business more efficient, productive, and secure.
- Understand the hidden ways bad IT slows down your team and costs you money.
- Discover a simple way to check if your current technology is helping or hurting your business.
- See real examples of leaders who improved their IT and saw real business results.
- Arm yourself to turn your IT into a tool that helps your company grow.
11:45 AM - 1:00 PM
Concurrent Breakout Session 6C
Does Your Content Convert to New Projects? Driving AEC BD in a Digital-First World
Does Your Content Convert to New Projects? Driving AEC BD in a Digital-First World
With so many new client relationships starting from an online search, your firm’s business development success is tied to its ability to attract, engage, and convert prospects through digital channels. But how do you break through the noise?
Join Jennifer Acevedo, Vice President for Marketing & Brand Strategy at AEC powerhouse NELSON Worldwide, to see how successful AEC firms are shifting from traditional outbound tactics to high-impact inbound strategies powered by storytelling, technology, and data. Discover how small (but mighty) marketing teams can drive measurable growth by aligning with business development and delivering content that resonates—at the right time, on the right channel, and to the right audience.
It’s not about having the biggest team—it’s about having the smartest strategy.
- Build brand awareness for your AEC firm that leads to real relationships
- Leverage tech tools to boost efficiency and insight
- Create a scalable, sustainable marketing engine
- Turn marketing from a cost center into a growth driver
11:00 AM - 12:00 PM
Concurrent Breakout Session 6D
Less Waste. More Wins. How AI Is Changing the Way AEC Firms Pursue and Win Work
Less Waste. More Wins. How AI Is Changing the Way AEC Firms Pursue and Win Work
AI is reshaping how AEC firms work—and some of the biggest opportunities are in the early stages of the project lifecycle: deciding which projects to pursue and crafting the proposals that win them.
In this session, Unanet's Lucas Hayden walks us through how AI can be applied in practical ways—from surfacing insights that guide better go/no-go decisions, to drafting high-quality proposals 70% faster. We’ll show how AEC firms are leveraging pursuit guidance and proposal automation to reduce wasted effort, improve hit rates, and focus their teams on work they’re most likely to win.
If you’re looking to make AI real—and valuable—for your pursuit and proposal process, this session is for you.
- Learn how AI-powered pursuit guidance helps firms make better early-stage decisions—so BD, marketing, and seller-doers spend time on the right opportunities.
- See how secure, generative AI platforms are helping teams generate proposal drafts up to 70% faster, without cutting corners on compliance or quality.
- Understand the AEC AI Maturity Model—and where your firm stands on the path from experimentation to true, scalable impact.
- Walk away with a clear plan for how to bring AI into your pursuit and proposal workflow—safely, strategically, and with buy-in across your firm
12:00 PM - 1:00 PM
Lunch and Awards Presentation
1:00 PM - 2:15 PM
Closing Keynote Presentation
Structural Integrity: Engineer a Leadership Style That Won't Collapse Under Pressure
Structural Integrity: Engineer a Leadership Style That Won't Collapse Under Pressure
Rashod Johnson
President & CEO
Ardmore Roderick
If you’re the kind of AEC leader who answers emails at midnight, powers through pain, and wears pressure like a badge—you’re exactly who this dynamic and interactive keynote address is for.
Twenty years ago, Rashod Johnson launched an infrastructure solutions firm from his attic. Today, as President & CEO of Ardmore Roderick, he leads a company managing over $30 billion in public and private construction as Prime. But the same drive that fueled his rise nearly pushed him over the edge. What looked like discipline from the outside nearly cost him everything.
Don’t miss this sharp, interactive session that challenges the myths we cling to in high-performance leadership in the AEC industry. Through real stories, real-time reflection, and a few uncomfortable truths, Rashod opens the door to a smarter, more sustainable way to lead—without losing your edge.
In this high-impact address, Rashod explores:
- The hidden costs of chasing success at full speed
- How to let go without losing control
- Why protecting your health is protecting your edge