Upcoming Speaking Engagements and Events
September 18th - Colvin Matheson's ACEC Webinar - "Getting Deals Done in Today's Market"Wednesday, September 17, 2008
Colvin Matheson presents his insight on "Getting deals done in Today's Challenging Market" at an ACEC Webinar on September 18th.
Sept. 25th - Colvin presents at ACEC's Business of Design Consulting- 'Newest Methods for 'Managing Your Business Better'
Tuesday, September 23, 2008
Created by ACEC to help design professionals sharpen their business practice knowledge and management skills to compete more successfully, the Business of Design Consulting works with experts in the industry, such as Colvin Matheson, to tailor courses for the A/E work environment. To be presented September 24-27, San Antonio, TX, the course is open for registration and recommended for COOs, CFOs, business administrators, HR managers, owners, principals and project managers of A/E firms.
October 19 - 22 - David Cohen speaks on Firm Value at ACEC's Fall Conference in Montreal
Saturday, October 18, 2008
David Cohen walk you through the steps of firm valuation in his seminar,"What is the Right Value for your Firm" at ACEC's Fall Conference in Montreal.
November 19 th- David Cohen speaks at Build Boston- "Connecting the Dots to Shareholder Value"
Monday, November 17, 2008
Don't miss David Cohen's talks on "Connecting the Dots to Shareholder Value" and "Are ESOPs Right for You" at Build Boston on November 19th.
Past Speaking Engagements and Events
August 16th -Colvin Matheson presents at the Design Professionals Coalition Annual MeetingThursday, August 14, 2008
“The Trail Ahead”
Design Professionals Coalition
Summer Membership Meeting
August 15-16, 2008
June 19th - Colvin presents with other A/E Business Practices Experts at ACEC
Thursday, June 19, 2008
Colvin Matheson presents with other A/E experts at ACEC's highly regarded four-day Business of Design Consulting course on June 19th. THe course offers engineering firm executives, managers and up-and-comers the collective state-of-the-art expertise of leading practitioners who specialize in the A/E environment. Attendees will gain new knowledge to manage their firms more effectively and profitably.
For more information on Colvin's presentation please call him at 703.760.9120.
May 15th - Sign up for AIA's National Conference pre-convention workshop with David Cohen
Thursday, May 15, 2008
AIA National Convention (pre-convention workshop)
Boston Convention and Exhibition Center
Boston, MA
Wednesday May 14, 2008
1:00 - 5:00pm
David Cohen will present case studies, where you will analyze actual financial statements and the resulting key financial ratios. The presenters will help attendees understand their financial statements and ratios, and the impact they have on building shareholder value. We will review various performance, liquidity, and leverage ratios and how to benchmark these results. We will then make the causal link to shareholder value and its relationship to internal ownership transition planning or an external firm sale.
Learning Objectives:
Evaluate accounting, financial statements, and key financial ratios that drive value in a design firm
Explain how the key financial ratios directly and indirectly affect shareholder value and identify specific causes driving these ratios
Demonstrate the importance of the relationship between performance, liquidity, and leverage ratios and the connection to value and exit strategy management
For more information on David’s session, please call him at 508-655-9700 or e-mail at dcohen@mathesonadvisors.com.
April 9th - David Cohen's Case Study at ACEC Massachusetts
Wednesday, April 9, 2008
ACEC Massachusetts 2008 Business Practice Forum
Wednesday, April 9, 2008 (1:15 - 2:15pm)
Copley Marriott
Boston, MA
Through David Cohen's case study, the audience and presenters will analyze actual financial statements and the resulting key financial ratios. The presenter will help the attendees understand the ratios and the impact they have on building shareholder value. We will review the various performance, liquidity and leverage ratios and how to benchmark these results against industry information. In addition, we will spend time discerning what causes movement in these ratios and how these causes can affect value. This presentation is geared towards all members of the firm who can impact shareholder value and for them to bring this information back to their respective firms and disseminate it in a way that can impact firm performance and build shareholder value.
For more information on David’s session, please call him at 508-655-9700 or e-mail at dcohen@mathesonadvisors.com.
March 27th- Colvin Matheson presents at ACEC Business of Design Consulting
Thursday, March 27, 2008
The Business of Design Consulting (BDC) for the Engineering Firm of the 21st Century, A Best Practices Educational Event
March 27, 2008
8:00 - 5:00
Chateau Sonesta
504-586-0800
800 Iberville Street
New Orleans, LA 70112
Colvin joins other leading experts in the A/E industry in a Best Practices seminar at ACEC's Business of Design Consulting Course in San Diego. The BDC is ACEC's highly regarded four-day course created to help design professionals sharpen their business practice knowledge and management skills to run their A/E businesses more effectively and compete more successfully.
February 29th - Hear David Cohen present at AIA Miami
Friday, February 29, 2008
Friday, February 29, 2008
10:00 - 12:00
David Cohen’s session focuses on helping professionals understand firm valuation, the issues associated with transition planning, and the various tools that can be used to successfully implement an ownership transition plan. Discussion topics of this session included: Why a firm needs a formal valuation; Financial indicators that drive value; Stock valuation formulas; Building an internal market for shares; Pitfalls to avoid when transitioning stock internally; and, Shareholders’ agreements. For more information on the Design Technology Expo, see http://www.aiamiami.com/
For more information on David’s session, please call him at 508-655-9700 or e-mail at dcohen@mathesonadvisors.com.
JW Marriott Downtown Mall
1109 Brickell Avenue
Miami, FL 33131
December 4th - Colvin Matheson's on-line M&A Webinar with ACEC
Tuesday, December 4, 2007
Mergers & Acquisitions Transactions - Looking Ahead to 2008
Colvin sets the stage with a look ahead at the marketplace in 2008. This seminar will review the basics of firm valuation in anticipation of mergers & acquisitions. The discussion will also cover the nuances of deal structures and closing transactions. The interested seller will gain information to help manage expectations about the worth of a typical engineering firm and what to expect in a deal structure. On the buyer side, the session will examine the entire M&A process and provide tips on getting to closure.
December 4, 2007
1:30 - 3:00
To register see, www.acec.org/education/eventDetails.cfm?eventID=928.
November 14th – David Cohen's seminar “Is an ESOP right for you and your firm” at Build Boston
Wednesday, November 14, 2007
This seminar provides you with on overview of how an employee stock ownership plan (ESOP) works and if an ESOP is right for you and your firm. The panel will focus on ESOP valuations, financing the ESOP transaction, and the importance of creating an ownership culture in an ESOP company.
November 14, 2007
11:00 - 1:00 pm
Seaport World Trade Center
Boston, MA
November 13th - David Cohen presents Financial Analysis Case Study at Build Boston
Tuesday, November 13, 2007
Through the case study, the audience and presenters will analyze actual financial statements and the resulting key financial ratios. The presenters will help the attendees understand the ratios and the impact they have on building shareholder value. We will review the various performance, liquidity and leverage ratios and how to benchmark these results against industry information. In addition, we will spend time discerning what causes movement in these ratios and how these causes can affect value. This presentation is geared towards all members of the firm who can impact shareholder value and for them to bring this information back to their respective firms and disseminate it in a way that can impact firm performance and build shareholder value.
November 13, 2007
3:30 – 5:00
Seaport World Trade Center
Boston, MA
October 25th - David Cohen joins other experts in Donovan Hatem's M&A Roundtable
Thursday, October 25, 2007
David Cohen has been selected as an expert to participate in Donovan Hatem's M&A Roundtable - Mergers & Acquisitions: An Overview of the Acquisition Process for a Private Company Transaction.
October 25, 2007
9:00 - 10:30
New York Marriott Marquis
To register call 617-406-4504 or send an e-mail to roundtable@donovanhatem.com.
October 25th- Colvin Matheson's seminar at ACEC's Business of Design Consulting
Thursday, October 25, 2007
Colvin joins other leading experts in the A/E industry in a Best Practices seminar at ACEC's Business of Design Consulting Course in San Diego. The BDC is ACEC's highly regarded four-day course created to help design professionals sharpen their business practice knowledge and management skills to run their A/E businesses more effectively and compete more successfully.
October 25, 2007
8:00 - 5:00 pm
San Diego, CA
September 29th - Colvin Matheson's sessions on Ownership Transition at ACEC's National Conference
Saturday, September 29, 2007
Colvin Matheson presents a session on the financial aspects of Ownership Transition followed by a panel discussion on the cultural aspects of Ownership Transition at ACEC's 2007 National Conference on the Built Environment in Maui, Hawaii.
Saturday, September 29th
8:00 am - 9:15 am Ownership Transition Part I:Financial Aspects
9:45 am - 11:00 am Ownership Transition Part II: Cultural Aspects
September 28th - Join Colvin in Hawaii presenting E/A Mergers & Acquisitions: Improving Your Odds
Friday, September 28, 2007
Colvin presents at ACEC's National Conference in Maui. Hardly a week goes by these days without several E/A mergers or acquisitions being announced—whether small deals or larger ones. Today’s financially savvy engineering firm operators understand the need to grow their firm and provide value to their shareholders and stakeholders. This session will review current drivers of the M&A market for our industry and then present matters from both a buyer and seller perspective regarding valuation, deal structure, navigating the process, and positioning your firm to play the game with better odds of success—actually closing the deals you want.
September 28, 2007
9:00 – 10:15 am
June 22nd- David Cohen's Seminar at ACEC in Boson
Saturday, June 2, 2007
David's seminar focuses on financial management, valuations and ownership transition; all designed to help build value in your firm and will cover the following:
* Accounting principles and financial tools you can use
* Connecting the dots between results and value creation
* Paying attention to the balance sheet, not just P&L
* Internal ownership transition issues
* Building your internal stock market
* The outside exit strategy - M&A
June 1st - Colvin Matheson's Finance & Business seminar at the ACEC of Louisiana Annual Meeting
Friday, June 1, 2007
On Friday June 1st, Colvin presents a seminar entitled "A Finance & Business Managment Program for the Business of Design Consulting" to the ACEC of Louisiana
May 30th - ACEC's M&A Webinar with Colvin Matheson
Wednesday, May 30, 2007
Colvin will presents an on-line seminar for ACEC entiltled Mergers & Acquisitions - Getting the Deal Done. This seminar sets the stage with an overview of the M&A environment, followed by a review of the basics of firm valuation when doing mergers and acquisitions as well as the nuances of deal structures and actually closing transactions. If you are an interested seller, we help manage your expectations about what a typical engineering firm is worth and what to expect in deal structure. If you are interested in buying, we discuss the M&A process and provide tips on getting to deal closure.
Wednesday, May 30th
1:30 - 3:00 pm
May 17th- David Cohen's M&A Roundtable with Donovan Hatem, LLC
Thursday, May 17, 2007
An expert team on the topic of M&A- David Cohen, along with Sarah K. Willey and Stephen Marcovich of Donovan Hatem- focuses on the M&A process in the roundtable "Mergers & Acquisitions--An Overview of the Acquisition Process for a Private Company Transaction."
Thursday, May 17, 2007
8:00 - 9:30 am
Seaport World Trade Center
Harborview 1 Room
Boston, MA
March 7th - David Cohen presents at ACEC's Business of Design Consulting
Wednesday, March 7, 2007
David Cohen presents a seminar focusing on financial management, valuations and ownership transition.
Wednesday, March 7 - Saturday, March 10, 2007
Residence Inn Portland Downtown/Riverplace
Portland, OR 97201
March 2nd - ACEC's Small Firm Council Winter Meeting & Principal Seminars
Friday, March 2, 2007
On March 2nd, Colvin presented a seminar on Finance & Business Management.
March 2-3, 2007
AIA Miami's Design Technology Exposition 2007
Friday, February 23, 2007
David Cohen’s session focused on helping professionals understand firm valuation, the issues associated with transition planning, and the various tools that can be used to successfully implement an ownership transition plan.
November 14th - 22nd Annual Build Boston
Tuesday, November 14, 2006
November 14 - 16, 2006
David Cohen presented seminars on firm value and how to build shareholder value in your firm on Wednesday November 15th.
Novermber 1st - David Cohen speaks at Architecture Exchange East Virginia AIA Conference
Wednesday, November 1, 2006
Architecture Exchange East – VA AIA Conference
November 1 - November 3, 2006
Greater Richmond Convention Center
Richmond, VA
David Cohen will present the following seminars on Friday November 3rd:
10:15 – 11:45 am Building Shareholder Value – Financial Analysis
2:45 – 4:15 pm Building Shareholder Value – Stock Valuation and Ownership Transition
Colvin Matheson's Seminar at ACEC October 25 - 28, 2006
Wednesday, October 25, 2006
Wednesday, October 25, 2006 - Saturday, October 28, 2006
Colvin's seminar focused on financial management, valuations and ownership transition; all designed to help build value in your firm.
His seminar focused on Finance & Business Management covering the following:
* Accounting principles and financial tools you can use
* Connecting the dots between results and value creation
* Paying attention to the balance sheet, not just P&L
* Internal ownership transition issues
* Building your internal stock market
* The outside exit strategy - M&A
Colvin Matheson speaks on financial management, valuations and ownership transition at ACEC in June
Wednesday, June 14, 2006
Colvin Matheson will speak on financial management, valuations and ownership transition at ACEC in June
Colvin presents at Architectural Exchange East Conference
Thursday, November 3, 2005
Colvin's seminar, "Changing Reins" covers ownership transition planning for your firm.
November 3, 2005
Richmond, VA
ACEC's "Business of Design Consulting"
Wednesday, October 26, 2005
Colvin presents his seminar on Ownership Transition at ACEC's seminar.
October 26 - 29, 2005
Dallas, TX
Colvin Matheson's program at ACEC's Business of Design Consutling
Friday, April 1, 2005
Colvin joined several other leading authorities on management issues in presenting his seminar on ownership transition.
Colvin presents at the The Executive Leadership Forum
Thursday, February 10, 2005
Colvin presents at the The Executive Leadership Forum's with a seminar on "Business Continuity Planning" Building the Next Generation."
February 10, 2005
10:30 am
Pointe Hilton Papatio Cliffs Resort
Phoenix, AZ
