Your time is valuable and the stakes are high to get your transition plan right. Unfortunately, too many A/E/C firm leaders spin their wheels as a result of unproven, flawed, or downright bad advice when it comes to transition planning. Oftentimes, well-intentioned accountants or lawyers provide one-sided advice that is overly-focused on issues like tax or risk avoidance and leaves a gaping blind spot on larger strategic issues.

PSMJ's A/E/C Transition Planning Workshop is built from the ground up to be a multi-dimensional industry-specific deep dive on ALL of the critical issues associated with your firm's ownership and leadership transition. We even help you figure out where and when to utilize your accountant and lawyer. But, don't just take our word for it. Here's some feedback from past participants:

"I'm leaving here armed with knowledge to help our company! Many, many great ideas even beyond the specific topic."
- Becky Hawkins, CEO, Method studio

"Excellent material and presenter. A thoughtful, logical & practical process to get started. Highly recommend to all founders."
- Deepa Bhate, CEO, Building & Earth Sciences

"Excellent, exactly what we needed to provide clarity, guide us through our first OT experience."
- Steve Osborn, President & CEO, CE Solutions

The action-oriented strategies and tactics that you get out of this Workshop will quickly take you from idea to action PLUS you get benefits that no ordinary "seminar" can match:

1. YOU GET TWO INTENSIVE DAYS + MORE TO KICK-START IMPLEMENTATION

Your registration fee includes two days of instruction as well as a workbook, reference materials, continental breakfast, lunch, coffee breaks on both days, an evening networking reception PLUS access to PSMJ’s A/E/C Transition Planning Workshop Digital Toolbox (including tools, templates, and more). You also get up to two hours of post-program phone and email support with your roundtable facilitator. Your registration fee does not include your sleeping room.

2. YOU GET A COMPLIMENTARY ONE-ON-ONE SESSION WITH THE FACILITATOR

To maximize the application of what you learn, participants get a complimentary one-on-one 45-minute confidential discussion with your facilitator...ask questions about your specific challenges, get clarification on Workshop topics, or get advice on anything else keeping you up at night!

3. YOU GET OUR GUARANTEE THAT WE'LL MOVE THE NEEDLE AT YOUR FIRM—OR YOUR MONEY BACK

This Workshop means business—better results for both you and your firm. We’re confident it can help you, as it has for thousands of A/E/C firm leaders since 1974. If this program, the skills, or the tools you acquire don’t make a positive difference in how you plan and execute your ownership transition plan—we’ll refund your fee or arrange for you to attend another PSMJ event at no cost. There’s absolutely no risk involved.

4. YOU GET A $500 SAVINGS WITH OUR EARLY-BIRD REGISTRATION RATE

Save $500 on your registration by signing up for the program at least 30 days prior to the Roundtable date. Please note that registration is capped for this program to ensure the most interactive experience for participants. As such, availability is on a first-come, first-served basis until we have reached capacity.

5. YOU GET 13 CONTINUING EDUCATION CREDITS

This Workshop is AIA CES-registered to provide this content. It earns you up to 13 LU Hours, CEUs, or PDHs. Not all state and licensing boards accept these programs for learning units. PSMJ is a registered provider with the Florida Board of Professional Engineers (provider #3546). For more information, please contact our education team at (617) 965-0055 or education@psmj.com. 

REGISTER NOW

 

BRING THIS PROGRAM TO YOUR FIRM

Our interactive Workshop format – with smaller groups and more open discussion – is designed to cover the issues that matter most to you. But, if you are looking for an experience more tailored to you and your organization where your entire leadership team can get on the same page, check out our in-house training program options here.

 

REFUNDS AND CANCELLATIONS

All cancellations, refunds and substitutions must be made in writing, via email, to education@psmj.com.

PSMJ’s refund and cancellation policy is as follows:

  • Cancellations received at least 45 business days prior to the program will receive full refunds.
  • Cancellations received between 44 and 11 business days prior to the program receive a credit letter, good for one year, towards any PSMJ program*.
  • Cancellations made 10 or fewer business days prior to the program and/or no–shows are not eligible for refunds or credits.

You may substitute a program in one location for the same program in a different published location (provided it is not already sold out) 11 or more business days prior to the original program start date.
*Credit letters may be applied to any PSMJ program, with the exception of the following: in-house training, partner/association programs, or previously registered and/or paid attendees.

 

STILL HAVE QUESTIONS?

Contact our education team at (617) 965-0055 or education@psmj.com.