Benchmarking 2020: Assessing New York Metro-Area Firms
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 Export to Your Calendar 3/25/2020
When: Wednesday, March 25, 2020
7:30 AM
Where: Office of Wells Fargo
150 East 42nd Street
New York, New York  10017
United States
Contact: Jennifer Waterbury
518-452-8611


Online registration is available until: 3/20/2020
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The purpose of this report and program is to compile, analyze, and summarize the most relevant operating and financial metrics, and associated Key Performance Indicators (KPIs) for NYC Metro-area engineering/consulting firms in order to provide actionable insights that firm leaders can use to improve financial circumstances, manage risk, and to more effectively address their most pressing leadership and management challenges.

Download a registration form, or register via the link above.

FEE*: Members: $799 per attendee | Non-members: $999 per attendee
(limited to 50 attendees, 2 attendees per firm; registration is first come, first served)

SPONSORSHIP*: Gold: $2,500 for Members | $5,000 for Non-members (includes registration for two (2) attendees, signage and recognition)
Silver: $1,500 for Members | $3,000 Non-members (includes registration for one (1) attendee, signage and recognition)

REPORT ONLY*: Free for event participants | $399 for Members | $599 for Non-Members

*Survey Participants (by firm): Receive $200 off ticket price and/or $100 off report.

AGENDA (agenda is preliminary and subject to change):

7:30 - 8:00 AM: Registration/Continental Breakfast

8:00 - 9:00 AM: Survey Results/Interpretation

  • Introduction/Welcome: Jay Simson, President & CEO | ACEC New York
  • Survey Results/Interpretation:
    • Phil Ross, CPA, CGMA, Partner | Anchin, Block & Anchin LLP
    • Brian Kenet, Senior Business Advisor | Anchin, Block & Anchin LLP
  • Comparison of NYC Metro Data with National Data: Rebecca Zofnass, Managing Partner | EFCG

9:00 - 10:00 AM: Marketplace/Strategic Issues

  • Moderator: Linda Darr, President & CEO | ACEC National
  • Panelists:
    • Kei Sasaki, CFA, Managing Director, Regional Chief Investment Officer - Northeast | Wells Fargo
    • Representative TBD | NYCEDC
    • Mitchel Simpler, PE, Partner | Jaros, Baum & Bolles

10:00 - 10:15 AM: BREAK

10:15 - 11:15 AM: Firm Finances & Risk Management

  • Moderator: Phillip Ross, CPA, CGMA, Partner | Anchin, Block & Anchin LLP
  • Panelists
    • Lisa Haley Huff, Managing Director | J.P. Morgan
    • Kent Collier, J.D., CRIS, LEED AP BD + C, Client Executive and Professional Services Risk Consultant | Greyling Insurance Brokerage
    • Chuck Kohler, P.E., S.E., Chief Operating Officer | STV Group

11:15 AM - 12:15 PM: Ownership/Leadership Transition & M&A

  • Moderator Brian Kenet, Anchin, Block & Anchin
  • Panelists:
    • Steven Gido, CFA, Principal | ROG + Partners, LLC
    • Patrick Sheridan, CFO | WSP USA
    • Sheila Di Gasper, Partner | Ingram Yuzek Gainen Carroll & Bertolotti LLP

12:15 - 12:30 PM: Closing Remarks

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