Upcoming Speaking Engagements
David Cohen presents Leadership Seminar at ACEC Montana Conference at Big SkyFriday, February 17, 2012
David Cohen will discuss financial management and accounting, valuation, how to be successful with ownership transition, and mergers and acquisitions and industry consolidation during a two-day seminar for ACEC Montana.
David Cohen presents at the ACEC IL 2012 Leadership Conference on March 8-9, 2012
Thursday, March 8, 2012
David Cohen will be presenting the financial portion of the ACEC IL 2012 Leadership Conference on March 8-9, 2012
Colvin Matheson discusses Succeeding at Ownership & Leadership Transition During Uncertain Times at the ACEC Structures Congress in Chicago on March 30, 2012
Friday, March 30, 2012
Even in the best of times structural engineering firms often struggle through the organizational, leadership succession, and financial implications/processes of ownership transitions. Four years into the current economic downturn, especially for the E&C market, makes ownership transition an even more difficult process as firms navigate the continued choppy waters and uncertain future. Moderated by AEC industry consultant Colvin Matheson, CFA of Matheson Financial Advisors, CASE is pleased to sponsor this panel discussion on ownership transition and the business practices that have led the panel firms to successful ownership and leadership transitions. The panel will include next generation transition leaders from small, medium, and large firms represented, respectively, by: Kevin McCormick, Managing Principal of Miller Consulting Engineers (Portland, OR), Stacy Bartoletti, President & CEO of Degenkolb Engineers (San Francisco, CA), and Robert DeScenza, President of Thornton Tomasetti (New York, NY). Among other topics, our panel (and audience) will explore the success factors at work for these firms as well as the impact of the Great Recession on their transition plans and how firms can continue to evolve their transition plans.
Matheson Advisors to present Ownership Transition and Merger & Acquisition Conference at Spring ACEC Conference on April 17, 2012
Tuesday, April 17, 2012
Matheson Advisors to present Ownership Transition and Merger & Acquisition Conference at Spring ACEC Conference on April 17, 2012
David Cohen presents ESOP Seminar with Bruce Yeger and Scot Storjohann at 2012 NCEO Annual Conference, April 25-27, 2012
Friday, April 27, 2012
David Cohen, along with Bruce Yeger and Scot Storjohann, will present An ESOP Company's Struggles, Trials & Tribulations in Putting Together a Sound Financial and Accounting System.
David Cohen discusses Finance and Business Management for a Design Firm at Ontario Association of Architects on May 11, 2012
Friday, May 11, 2012
David will discuss business management, financial statement, and the impact on shareholder value at OAA's Annual Conference on May 11, 2012.
Colvin Matheson presents Finance portion of The Business of Design Consulting, in New Orleans, May 16-19th, 2012
Wednesday, May 16, 2012
ACEC’s highly regarded management course, The Business of Design Consulting, delivers bottom-line benefits for engineering firm executives, managers, and up-and-coming leadership through the expertise of leading practitioners specializing in the A/E environment.
This intensive program is three full days of specialized curriculum, custom-tailored to the A/E workplace, delivering essential updates on the real-world business topics not offered by engineering schools: leadership, strategic planning and growth, performance management, finance, ownership transition, contracts and risk management, and marketing.
Past Speaking Engagements
Colvin Matheson presents Leadership Development program for ACEC - Hawaii, December 15-17, 2011Thursday, December 15, 2011
Colvin Matheson will discuss the topics of forecasting, profit and loss, balance sheets, metrics for performance, owner transition, stock ownership and firm value and other financial aspects, during the ACEC - Hawaii Leadership Development program, December 15th-17th, 2011.
David Cohen presents AIA webinar - A/E Industry Consolidation, Thursday, December 8th
Thursday, December 8, 2011
David Cohen will present an AIA webinar on A/E Industry Consolidation on December 8th from 12:30 - 3:30pm.
Colvin Matheson and Scott Cobb will lead a roundtable discussion at the ASA BV Meeting on November 16th from 3pm - 5pm
Wednesday, November 16, 2011
Colvin Matheson, CFA and Scott Cobb, CFA of Matheson Financial Advisors will lead a Roundtable Discussion on “Reading the Tea Leaves with Respect to Discount Rates and the Potential to Adjust for Market Abnormality “ on November 16th at Old Ebbitt Grill in Washington, DC.
David Cohen presents Ownership Transition session as part of ACEC Washington's Core Competencies for Principals Program November 8, 2011
Tuesday, November 8, 2011
Core Competencies for Principals (CCP) is ACEC's flagship program, designed to provide aspiring or established principals the broad foundation of business tools and knowledge necessary to fulfill the position of firm principal. The CCP program is for anyone looking to capitalize on affordable business training geared specifically for the engineering industry.
David Cohen will present the Essentials of A/E Financial Management and Firm Valuation for ACEC in Orlando, Florida
Friday, November 4, 2011
David Cohen will present the Essentials of A/E Financial Management and Firm Valuation sponsored by ACEC in Orlando, Florida. This seminar will equip attendees with the interpretive skills, understanding and savvy to maximize the value of project and firm financials and their impact on building shareholder value.
Come Visit the Matheson Financial Advisors Booth at ACEC 2011 in Las Vegas!
Friday, October 21, 2011
Matheson Financial Advisors will be teaming up with SES Advisors at the 2011 ACEC Conference in Las Vegas at Caesar's Palace.
Scott Cobb Presents Seminar at AIA Iowa Convention September 30 at 11:15am
Friday, September 30, 2011
Scott Cobb will discuss Ownership Transition and Stock Expansion Programs in the Recovery Decade at the AIA Iowa Convention on September 30th. For more information, please visit www.aiaiowa.org.
David Cohen presents Finance for Design Firms at IIDEX/NeoCon on Thursday, September 22nd
Thursday, September 22, 2011
David Cohen will present a seminar on Finance and Business Management for a Design Firm in Toronto at the IIDEX/NeoCon Canada 2011 Conference on Thursday, September 22.
David Cohen presents an ACEC webinar on Reigniting Your Ownership Transition Plans
Tuesday, September 13, 2011
Topics covered will include: Building an internal market for your shares; Mechanisms for transacting ownership; Tax strategies; Shareholder’s Agreements; Pitfalls to avoid when transitioning stock internally; and the overall impact of the economy on valuation and exit strategies.
Matheson Financial Advisors Speaks at ACEC - GA - Georgia Engineers Summer Conferences
Tuesday, June 21, 2011
David Cohen will present two seminars - Ownership Transitions and Stock Expansion Programs in Recovery Decade and Navigating Mergers & Acquisitions in the Recovery Decade at the Georgia Engineers Summer Conference at the Ritz Carlton Reynolds Plantation Lodge in Greensboro, Georgia.
David Cohen Speaks at Ontario Architects Conference in Toronto May 19, 2011
Thursday, May 19, 2011
David Cohen will discuss Finance and Business Management for Design Firms at the 2011 Ontario Architects Conference in Metro Toronto Convention Centre+Intercontinental Centre, Toronto.
Matheson Financial Advisors Participates in ACEC's BDC Program in Las Vegas, NV
Wednesday, May 11, 2011
David Cohen will present the financial portion of ACEC's Business of Design Consulting seminar in Las Vegas, Nevada from May 11-14, 2011.
David Cohen presents evening seminar on Industry Consolidation for AIA DC
Wednesday, March 30, 2011
David Cohen will speak to DC area firms about the current state of Industry Consolidation and how it affects architecture firms.
ACEC Online Seminar - Reigniting Your Ownership Transition Plans
Thursday, March 24, 2011
This session will explore what firms in the industry are doing to navigate the present and prepare for the future in this rocky recovery economy. Internal ownership transition plans have been delayed, dollar amounts adjusted, and plans overhauled. Sellers are concerned about what they might (not) receive and buyers are concerned about the overall investment. You need to create compelling reasons to entice the next tier to invest in ownership in your firm.
A/E Advisors 2011 CEO Forum to be Held in Phoenix, AZ - February 16-18, 2011
Wednesday, February 16, 2011
Join A|E Advisors for the fifth annual CEO Forum, set once again for the popular Westin Kierland Resort in Scottsdale, Arizona. The 2011 forum continues to build on the success of past events while incorporating new programs based on industry trends and feedback from CEOs throughout the year. We’ll feature high-impact presentations, engaging roundtable and panel sessions with CEOs from around the country, and several networking events. You’ll also have the opportunity to enjoy one of the Southwest’s premier resorts, with golf, tennis, shopping, and fine dining all available on site and close by at the renowned Kierland Commons.
David Cohen Presents "What is the Right Value for Your Firm?", an online seminar sponsored by ACEC
Tuesday, December 7, 2010
David Cohen, Matheson Financial Advisors, Inc., presents What Is the Right Value for Your Firm? an online seminar outlining a plan for building shareholder value. Cohen will provide information to positively impact firm performance, with topics including reasons for a formal valuation, different ways to value your firm, financial indicators that drive value, internal transition or external transition value, and more. VIsit www.acec.org to read more and to register.
Essentials of A/E Financial Management and Firm Valuation
Thursday, November 4, 2010
On November 4-5, 2010 in Phoenix Arizona, David Cohen will present ACEC's "Essentials of A/E Financial Management and Firm Valuation". Topics include company budgeting, financial operations, project management financials, balance sheet development and firm valuation.
Colvin Matheson presents Financial Industry Outlook: The Nexus of Financial Market Volatility & Engineering Firm Success at ACEC Fall 2010 Conference in Puerto Rico
Tuesday, October 19, 2010
Mr. Matheson will present a seminar on “Financial Industry Outlook: The Nexus of Financial Market Volatility & Engineering Firm Success” at ACEC’s 2010 Fall Conference. The conference will be held at the El Conquistador Resort & Spa in Las Corabas, Puerto Rico from October 17-20, 2010.
Colvin Matheson Speaks at The Business of Design Consulting: Manage for Success in a Climate of Change Forum in Atlanta, GA
Thursday, September 30, 2010
Colvin Matheson will discuss Business Management & Ownership Transition issues in Atlanta, GA for ACEC's Business of Design Consulting program. Topics include: internal ownership transition planning, internal buy-outs, stock plans, ESOPs, and other tools in a changing retirement landscape; and, gearing your stock expansion programs to the new market realities.
David Cohen Presents an Online Seminar for ACEC - 'What is the Right Value For Your Firm?' September 21st from 1:30pm - 3:00 pm EST
Tuesday, September 21, 2010
This seminar will assist owners and principals readying their firms to sell and providing information for dissemination--so as to positively impact firm performance and build shareholder value. Topics include: Reasons for a formal valuation, different ways to value a firm, financial indicators that drive value, internal transition or external transition value, and more.
AEBL Step Up To Leadership Program - August 4, 2010
Wednesday, August 4, 2010
David Cohen joins several other industry leaders as the faculty at the Association of AE Business Leaders "Step Up to Leadership Program." The 2 day program, being held in Denver, CO, is a "best practices" curriculum for emerging leaders in the AE industry. David Cohen will discuss Firm Ownership Trends. For more information and to register, please contact Kathryn Sprankle, Executive Director at 415.713.5379 kathrynsprankle@aebl.org.
Step Up to Leadership Program in Denver, CO - June 17-18, 2010
Thursday, June 17, 2010
Colvin Matheson joins several other industry leaders as the faculty at the Association of AE Business Leaders "Step Up to Leadership Program." The 2 day program, being held in Denver, CO, is a "best practices" curriculum for emerging leaders in the AE industry. For more information and to register, please contact Kathryn Sprankle, Executive Director at 415.713.5379 kathrynsprankle@aebl.org.
David Cohen Presents Building Shareholder Value at the 2010 SC Engineering Conference in Charleston, SC
Saturday, June 12, 2010
David Cohen will be speaking about Building Shareholder Value on June 12, 2010 at the ACEC South Carolina chapter's annual conference in Charleston, SC.
Strategies for Liquidity and Ownership Transition - Vienna, VA
Tuesday, May 11, 2010
Strategies for Liquidity and Ownership Transition is designed specifically for the principals and leadership teams of architectural, engineering, construction and environmental consulting firms. You will learn what an Employee Stock Ownership Plan (ESOP) is and how to tax-efficiently manage ownership transition, while maintaining continuity and providing liquidity to exiting shareholders.
David Cohen Presents at ACEC Spring 2010 Conference: "Ownership Transition: Is an ESOP Right for You?"
Wednesday, April 28, 2010
David Cohen will be discussing Ownership Transitions and ESOPs at ACEC's Spring Conference in Washington, DC, April 26, 2010
Colvin Matheson Speaks at ACEC/VA's Emerging Leaders Institute - April 16, 2010
Thursday, April 15, 2010
Colvin presents "Maximizing the Value of Your Business" on April 15, 2010 in Richmond, VA.
A/E Advisors 2010 Forum - March 17-19, 2010
Wednesday, March 17, 2010
The 4th Annual A/E Advisors CEO Forum will be held March 17-19, 2010 at the Westin Diplomat in Hollywood, Florida. Keynote speakers will include:
* Michael Rogers - technology pioneer and best-selling novelist
* Steve Einhorn - founder of Einhorn Yaffee Prescott and EYP Mission Critical Facilities.
David Cohen Presents Financial Component at ACEC's Business of Design Consulting in Salt Lake City, UT, March 11. 2010
Thursday, March 11, 2010
Topics covered include fine-tuning financial management in tough times; accounting principles and financial tools you can use; understanding valuation and key value drivers; internal ownership transition planning, including stock plans, ESOPs, and gearing your stock expansion program to the new market reality; and, mergers and acquisitions. This is a unique program which features experts in the industry that you will not want to miss!
Colvin Matheson discusses Firm Ownership at AEBL's Step Up to Leadership Forum in San Francisco, CA
Thursday, January 14, 2010
Colvin Matheson presents the latest in Firm Ownership Trends at the "Step Up to Leadership Program." The program is being held in San Francisco, CA and is a "best practices" curriculum for emerging leaders in the AE industry. For more information and to register, please contact Kathryn Sprankle, Executive Director at 415.713.5379 kathrynsprankle@aebl.org.
Financial Seminar Part of ACEC's Illinois Chapter Leadership Series
Thursday, December 3, 2009
David Cohen will present Building Shareholder Value for the Future: Finance & Business Management for an Engineering Firm, December 3-4, 2009 in Naperville, Illinois, as part of ACEC-IL's Leadership Series.
David Cohen will speak at Build Boston Thursday, November 19 from 8:30-10:00 am on Architecture firm M&A: Getting Deals Done in the Current Environment
Thursday, November 19, 2009
David Cohen will speak at Build Boston on Thursday, November 19 from 8:30-10:00 am on "Architecture Firm M&A: Getting Deals Done in the Current Environment" at the Seaport World Trade Center in Boston, MA.
Colvin Matheson Speaks at ACEC's Business of Design Consulting forum in St. Louis, MO
Thursday, October 22, 2009
ACEC's Business of Design Consulting addresses the challenging realities of the current business environment, providing the strategic insights and management skills fundamental to success for design professionals.
Colvin Matheson will participate in a panel on Ownership Transition Part II: Cultural Aspects of Ownership Transition Panel Discussion" at ACEC's 2009 Fall Conference
Wednesday, October 7, 2009
Colvin Matheson will be speaking at ACEC's 2009 Fall Conference on Saturday October 10th, 10:15-11:30am:”Ownership Transition Part II: Cultural Aspects of Ownership Transition Panel Discussion" at The La Quinta Resort in Palm Springs, CA.
Colvin Matheson presents "Small Firm Ownership Transition, Part I Financial Aspects", October 7-10, 2009 during ACEC's 2009 Fall Conference
Wednesday, October 7, 2009
Colvin Matheson will be speaking at ACEC’s 2009 Fall Conference on Small Firm Ownership Transition, Part I Financial Aspects, October 7-10, 2009 at The La Quinta Resort in Palm Springs, CA.
Colvin Matheson presents "ESOPs and M&A Transactions for the Recovery Decade" at ACEC Annual Conference
Wednesday, October 7, 2009
Colvin Matheson will be speaking at ACEC’s 2009 Fall Conference on ESOPs and M&A Transactions for the Recovery Decade, October 7-10, 2009 at The La Quinta Resort in Palm Springs, CA.
David Cohen presents Impact of the Economic Downturn on Shareholder Value AEBL Forum
Tuesday, June 23, 2009
The world as we know it changed dramatically on September 14-15, 2008 when Lehman Brothers collapsed, and the credit crisis led to the collapse of world stock markets and a deepening of the recession. Growing and profitable firms became shrinking less profitable firms. Yet long range plans call for growth and the need to plan for exit strategies. This session will try to restore some faith and give firm owners the tools they need to continue to build value in their firms and attain it, as well as to negotiate deals under new expectations of risk and returns.
The presentation will provide insight into firm valuations and deal structuring to enable attendees better chances of successfully closing their deals—whether they are buyers or sellers. There will be discussion of the underlying business factors that impact value that can be managed and evaluated when pursuing M&A deals and implementing internal transition plans.
WHO should attend: CEO’s, COO’s, Presidents, CFO’s, and Principals
Tuesday 23 June
Time: 7:30am – NOON
Location: Westin South Coast Plaza, 686 Anton Blvd, Costa Mesa, California 92626
Phone 866.716.8132
Attendance fees: $250 for 2009 AEBL members; $300 for non-members
Discount $50 off each additional same-firm registrant
R.S.V.P. to Kathryn Sprankle kathrynsprankle@aebl.org
AEBL West Coast CEO Roundtable - June 18, 2009
Thursday, June 18, 2009
Open to top executive team leaders, AEBL CEO Roundtables offer opportunities to meet in small groups to discuss industry trends, compare notes on common challenges, and share successful experiences, as well as horror stories. Our Roundtable agenda is set by participants’ top-of-mind issues and have recently included accelerated development of emerging leaders, interrupted executive succession plans, industry transaction trends, Board evaluation and redesign, pitfalls of overly reactive cost-cutting, and business opportunities during a recession. Colvin Matheson and Kathryn Sprankle will be facilitating this exciting event!
Step Up to Leadership Program in Denver, CO - June 17-18, 2010
Wednesday, June 17, 2009
Colvin Matheson joins several other industry leaders as the faculty at the Association of AE Business Leaders "Step Up to Leadership Program." The 2 day program, being held in Denver, CO, is a "best practices" curriculum for emerging leaders in the AE industry. For more information and to register, please contact Kathryn Sprankle, Executive Director at 415.713.5379 kathrynsprankle@aebl.org or Mary Fenelon, Association Manager, at 202.257.5223 maryfenelon@aebl.org.
April 28, 2009 - Industry Consolidation: Is the Party Over or is the Invitation List More Selective? ACEC Spring Convention
Tuesday, April 28, 2009
Hear Colvin Matheson speak about Industry Consolidation at ACEC's Spring Convention in Washington, DC.
March 31, 2009 - WEBINAR - What is the Right Value for Your Firm - ACEC Online Seminar
Tuesday, March 31, 2009
Join David Cohen March 31st as he walks through the different types of value, what impacts value, and the various methods of valuing a design firm at this ACEC Online Seminar.
March 26-27, 2009 - Colvin Matheson presents Firm Ownership Trends at the AEBL Leadership Forum in Denver, CO
Thursday, March 26, 2009
Colvin Matheson joins several other industry leaders as the faculty at the Association of AE Business Leaders "Step Up to Leadership Program." The 2 day program, being held in Denver, CO, is a "best practices" curriculum for emerging leaders in the AE industry. For more information and to register, please contact Kathryn Sprankle, Executive Director at 415.713.5379 kathrynsprankle@aebl.org or Mary Fenelon, Association Manager, at 202.257.5223 maryfenelon@aebl.org.
March 25-28, 2009 - ACEC's Business of Design Consulting Seminar, Orlando, FL
Wednesday, March 25, 2009
David Cohen will be speaking at the ACEC's Business of Design Consulting Seminar at the Doubletree Guest Suites, Walt Disney World, 2305 Hotel Plaza Blvd., Lake Buena Vista, FL. For more information, please visit www.acec.org.
March 10-12, 2009 - A/E Advisors Third Annual CEO Forum, Westin Kierland Resort, Scottsdale, AZ.
Tuesday, March 10, 2009
Join the A|E Advisors and your CEO peers from around the country for the third annual CEO Forum in Scottsdale, Arizona. This year’s event, limited to 50 CEOs, will again be held at the Westin Kierland Resort, a AAA Four Diamond desert retreat with premier meeting facilities along with fine dining, shopping, and championship golf. The forum is a two-day event featuring knowledgeable keynote speakers and roundtable topics relevant to your role as a CEO in these turbulent times. A new feature this year is the mingling of our two highly successful forums ― one for firms with 50-150 employees and the other for firms 150 employees and above. Each forum includes two full days of topic-focused roundtables and networking opportunities with one overlapping day of keynote speakers, roundtables and networking with all of the CEO's.
February 5, 2009 - Colvin Matheson Lends Expertise on Firm Ownership Trends at AEBL's
Thursday, February 5, 2009
Colvin Matheson joins several other industry leaders as the faculty at the Association of AE Business Leaders "Step Up to Leadership Program." The 2 day program, is a "best practices" curriculum for emerging leaders in the AE industry. For more information and to register, please contact Kathryn Sprankle, Executive Director at 415.713.5379 kathrynsprankle@aebl.org or Mary Fenelon, Association Manager, at 202.257.5223 maryfenelon@aebl.org.
January 26, 2009 - Valuation and Merger & Acquisitions in Engineering/Survey Firms at the PA Society of Land Surveyors Annual Meeting
Monday, January 26, 2009
Colvin Matheson will present a seminar on Business Valuation and Mergers and Acquisitions at the PA Society of Land Surveyors' Annual Meeting in Hershey, PA.
November 19th- David Cohen speaks at Build Boston-
Wednesday, November 19, 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.
October 19 - 22 - David Cohen speaks on Firm Value at ACEC's Fall Conference in Montreal
Sunday, October 19, 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.
Sept. 25th - Colvin presents at ACEC's Business of Design Consulting- 'Newest Methods for 'Managing Your Business Better'
Thursday, September 25, 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.
September 18th - Colvin Matheson's ACEC Webinar - "Getting Deals Done in Today's Challenging Market"
Thursday, September 18, 2008
Colvin Matheson presents his insight on "Getting deals done in Today's Challenging Market" at an ACEC Webinar on September 18th.
Sept 17th - Colvin Matheson will speak on "A/E Mergers & Acquisitions: Improving Your Odds"
Wednesday, September 17, 2008
Wednesday, September 17, 2008: AIA Chicago from 8:30-11:30 AM at AIA Chicago offices downtown. Description: Colvin Matheson will present a talk entitled “A/E Mergers & Acquisitions: Improving Your Odds” that will discuss the M&A market for architectural firms as well as the ins and outs of getting deals done from both a buyer and seller perspective. This forum will consist of prepared remarks as well as facilitate an in depth strategic discussion. Register with AIA Chicago at: http://www.aiachicago.org/events.asp#September2008
Sept 16th - Colvin Matheson will address CFO and financial officers at ACEC's Annual Fall Forum
Tuesday, September 16, 2008
Tuesday, September 16, 2008: ACEC Finance Forum in Chicago, IL on Sept. 15-16, 2008. Location is the Chicago Hyatt Regency. Description: Colvin will address this CFO and financial officers group of ACEC members during their annual Fall Finance Forum meetings in Chicago about the industry M&A market and lead a discussion on M&A strategies as well as accounting issues.
August 16th -Colvin Matheson presents at the Design Professionals Coalition Annual Meeting
Thursday, 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.
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
Strategies for Liquidity and Ownership Transition
Strategies for Liquidity and Ownership Transition is designed specifically for the principals and leadership teams of architectural, engineering, construction and environmental consulting firms. You will learn what an Employee Stock Ownership Plan (ESOP) is and how to tax-efficiently manage ownership transition, while maintaining continuity and providing liquidity to exiting shareholders.
