Speakers & Agenda


Monday - May 8, 2023

Starting at Noon

Opening Lunch with Michael Farr, CEO and Founder of Farr, Miller & Washington LLC

1:45 PM – 3:00 PM 

Breakout Session 1: Capital Markets Update featuring panelists from Huntington Bank, Wind Point Partners, and Morningstar Law Group.

1:45 PM – 3:30 PM

Breakout Session 2: Managing Risk During a Recession: How to Set Your Firm Up for Success hosted by Plante Moran.

3:15 PM – 4:30 PM

General Session 1: Introduction to the Case Study

Starting at 6:00 PM

One of the Best Rivalries in Major League Baseball – The St. Louis Cardinals take on the Chicago Cubs at Wrigley Field. Join us at the Wrigley Rooftops overlooking historic Wrigley Field at 1038 Waveland. This event is made possible by support from Morningstar Law Group.

Tuesday - May 9, 2023

7:30 AM – 8:45 AM

Keynote Breakfast with Dr. Hisham Mahmoud, Chairman & CEO, Qualus Corp.


9:00 AM – 10:15 AM

Breakout Session 3: Five Trends Impacting A/E/C Firms in 2023…and Beyond hosted by Ames & Gough.

9:00 AM – 10:15 AM

Breakout Session 4: Technology Update featuring panelists from Argus Consulting, Horrocks, and Houston Engineering, Inc.

10:30 AM – 11:00 AM

Case Study Q&A


11:00 AM – 11:45 AM

Case Study Team Work Together

Noon – 1:30 PM

Keynote Lunch with Gary Bowman, CEO, Bowman Consulting

1:45 PM – 3:00 PM

Breakout Session 5: Due Diligence and Integration featuring panelists from Verdantas, IMEG, Morningstar Law Group, and Plante Moran.

1:45 PM – 3:00 PM

Breakout Session 6: Private Equity featuring panelists from Trilon Group, Alpine Investors, Consor, and Keystone Capital Management.

3:15 PM – 4:30 PM

General Session: When Strategy and Talent Intersect for Success featuring panelists from STV, Horrocks, and The Employee Engagement Group

6:00 PM – 7:00 PM

Networking and cocktails sponsored by Plante Moran on the Terrace

7:00 PM – 9:00 PM

Keynote Dinner with Ed Viesturs

Ed Viesturs made a career is a professional mountaineer. He originally thought to work as a veterinarian, but after earning his degree in Veterinary Medicine his desire to climb full time changed the course of his life. Viesturs’ eventual goal was to climb all of all of the world’s fourteen 8000-meter peaks without supplemental oxygen. This was a project that he christened Endeavor 8000. His goal, which eventually took 18 years to completed, ended on May 12, 2005, with his ascent of Annapurna, one of the world’s most treacherous peaks. He is one of only a handful of climbers in history (and the only American) to accomplish this. That same year Viesturs was awarded National Geographic’s Adventurer of the Year. During his career, Viesturs has also made seven successful ascents of 29,028’ Mt. Everest, three of these without supplemental oxygen.

Wednesday - May 10, 2023

7:30 AM – 8:45 AM

Keynote Breakfast with Bob Kelleher, Founder & President, The Employee Engagement Group

Employee Engagement in These Times

Employees often expect their company to find ways to engage them and hope their manager leads in a way that creates a culture of engagement. While it’s accurate to say that employee engagement starts at the top, engagement is truly dependent on us as individuals. Research tells us that if a manager is disengaged, his/her employees are 3 TIMES more likely to disengage themselves, which makes our own engagement exponentially important.. This impactful talk includes real time participant polling, the latest research, and pragmatic best practices and takeaways, while reinforcing that today leaders, more than ever, need to engage the ‘whole’ person, demonstrate empathy, and lead change even when the destination is uncertain.  

9:00 AM – 10:15 AM

Breakout Session 7: Legal Dodgeball featuring panelists from IMEG, Fox Rothschild, and more.

9:00 AM – 10:15 AM

Breakout Session 8: ESOPs and M&A featuring panelists from ESOP Law Group, DLR Group, and GreatBanc.

10:30 AM – 11:45 AM

General Session 4: Case Study Auction & Review

Noon – 1:00 PM

Closing Lunch

Please note, the order of the sessions is subject to change.