Speakers & Agenda


Sunday - June 6, 2021

Optional Golf Outing Starting at Noon

Join us as we play TPC Four Seasons Las Colinas, a Certified Audubon Cooperative Sanctuary and Environmental Leader in Golf Award winner, the 18-hole, par-70 championship course offers every golfer the opportunity to have amazing encounters with nature and wildlife all while enjoying the game.

6:00 PM Texas-Style BBQ

Bring your cowboy boots and join us in the Pavillion for a Texas-style BBQ with all “fixin’s”. This event is casual and guests are welcome. 

monday - june 7, 2021

Starting at 8:00 AM

From Bust to Boom! Economic & Market Outlook, 2021 and Beyond. Join us for breakfast and an economic update from Michael. K. Farr. Mr. Farr is the CEO and Founder of Farr, Miller & Washington, LLC, a Washington, DC-based wealth management firm. Michael Farr teases the threads of globalization, technology, monetary largesse, and rebounding demand to give his thoughts on where new opportunities – and emerging threats – lie in the post-pandemic world.

9:00 AM – 10:15 AM

General Session 

10:30 AM – 11:45 AM

Breakout Session 1: Shared Values & Behavior; Is Private Equity the Right Fit? Sponsored by Ames & Gough

10:30 AM – 11:45 AM

Breakout Session 2: ESOP’s: Compared to what? Sponsored by Pilot Hill Advisors

Noon – 1:30 PM

The Evolution of CHA – A Private Equity Backed Company. Join us for lunch and keynote speaker James Stephenson, CEO of CHA Holdings, Inc. Mr. Stephenson will provide insight into how CHA evolved from a federation of entrepreneurs to an integrated one company-one brand, go-to-market strategy. 

1:45 PM – 3:00 PM

Breakout Session 3: Panel sponsored by Fox Rothschild

1:45 PM – 3:00 PM

Breakout Session 4: Value Is In The Eye Of The Beholder

3:15 PM – 4:30 PM

General Session

5:30 PM – 6:30 PM

Networking and cocktails on the Terrace

6:30 PM – 9:00 PM

Tax & Investing. What will change? When will it change? And what do we do? Join us for dinner and keynote speaker Jeff Bush. A dynamic and insightful speaker, Mr. Bush is known for his unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand US politics. 

Tuesday - June 8, 2021

7:30 AM – 8:45 AM

Separating from the Herd: How to Make Your Firm More Appealing to Sellers. Join us for breakfast and keynote speaker Mark Edwards, President and CEO of Halff Associates, Inc.  Mr. Edwards will share how to make your firm more appealing to buyers and outline critical components such as ownership, integration, purpose/culture and growth, to form a winning strategy—one that has proven successful in today’s market.

9:00 AM – 10:15 AM

Breakout Session 5: Planning for the Future: Accounting & Tax Considerations to Advance Your Position. Sponsored by Plante Moran

9:00 AM – 10:15 AM

Breakout Session 6: Deal Structuring

10:30 AM – 11:45 AM

General Session: Dodgeball – What do you want to know? Throw it at the experts.

Noon – 1:00 PM

Join us for lunch and look a study exploring the success factors of ENR 500 firms.

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