about the speaker - ACEC

At Chartwell, we offer financial solutions to companies
exploring ownership alternatives. We provide M&A,
capital market, valuation, and strategic advisory services
and are recognized leaders in the ESOP community,
having completed over 500 transactions in this arena.
Today, our dedicated AEC team provides services
to more than 50 companies in the industry. Put our
extensive expertise to work for your firm by engaging the
professionals at Chartwell Capital Solutions.
Build the bridge to your tomorrow by visiting
chartwellcapitalsolutions.com or by calling 612-230-3100.
For nearly 20 years, our team at Chartwell
has not only done a great job of
conducting our annual valuation, they have
been our strategic partner as we grew our
ESOP from inception in 1995 to the mature
100% ESOP ownership structure we enjoy
today. Chartwell has consistently provided
us with timely and valuable counsel
regarding our options as our ESOP evolved,
and helped us educate our employee
owners along the way.
Jon Carlson
CEO — Braun Intertec Corporation
Chartwell is proud to be a Gold Sponsor of the ACEC 2014 Fall Conference in Hawaii
CORPORATE FINANCE
STRATEGIC ADVISORY
VALUATION SERVICES
Providing Insurance Solutions and Services
Is Your Business
at Risk?
You’ve built your business on quality and precision. But no
matter how well-trained or careful you or your employees are,
mistakes can and do happen. That’s why having the right
Professional Liability coverage — designed specifically
for your firm — is critical to the future of your business.
PROFESSIONAL
LIABILITY
COVERAGE
—————————
DESIGNED
SPECIFICALLY FOR
Since 1983, The ACEC Business Insurance Trust (BIT) has partnered
with the insurance professionals at Marsh Sponsored Programs,
a service of Seabury & Smith, Inc., to provide firms like yours with
unique Professional Liability Insurance at the right price.
THIS COVERAGE OFFERS:
—————————————————————
Competitive premiums through access to
multiple markets
—————————————————————
Comprehensive coverage
—————————————————————
YOUR FIRM
Take a
closer look.
Request a quote today
by calling
1.800.338.1391.
Or visit
www.acecbit.com.
Expert legal counsel and defense of claims
and lawsuits
—————————————————————
Loss control specific to engineering and
surveying firms
—————————————————————
Engineering innovative solutions since 1983.
Marsh Sponsored Programs,
a service of Seabury & Smith, Inc.
In CA, d/b/a as Seabury & Smith
Insurance Program Management
CA Insurance License #0633005
67295 Copyright 2014 Marsh LLC
The ACEC Business Insurance Trust (BIT) has authorized Marsh Sponsored Programs to make engineer’s Professional Liability
Insurance (PLI) available to Member Firms. Neither ACEC nor The BIT endorses any one Professional Liability provider. It is the
objective of Marsh Sponsored Programs to offer a choice of providers of PLI coverage. The selection of underwriters may change
from time to time.
Generation Flux: Leadership for
Generation Y and Beyond
Wednesday, October 22, 2014 – 2:00pm – 5:00pm
Presented by Geordie Aitken, Aitken Leadership Group
Explore beliefs, behaviors and communication styles representing the typical “four generation” workplace.
Gain candid insights about the best ways to successfully integrate today's up-and-comers into your workforce.
ABOUT THE SPEAKER
Geordie is dedicated to awakening high-performance in AE firms professional service
organizations. He brings an understanding of how to drive behavior change and motivate
accountability. With over a decade of professional practice, Geordie also understands what it
takes to design learning experiences that truly accelerate leadership capacity-building. He is a
faculty member of ACEC’s Senior Executives Institute. He has co-taught the Personal Mastery
and Leadership session since 2003.
Impact of Emerging Technologies on
Engineering Business
Thursday, October 23, 2014 – 6:30am – 7:45am
Presented by Paul Doherty, the digit group
Global and local market conditions, process redesign, and technology innovations are forcing A/E firms to change
how technology and process decisions are made and how technology tools are leveraged.
ABOUT THE SPEAKER
Paul is the President and CEO of the digit group (www.thedigitgroupinc.com) and is one of the
global industry’s most sought after thought leader, strategist and integrator of process,
technology and business. He is an author, educator, analyst and advisor to Fortune 500
organizations, global government agencies, prominent institutions and the most prestigious
architectural, engineering and contracting firms in the world. Paul is the co-founder and
producer of the critically acclaimed AEC Hackathon (www.aechackathon.com) that launched at
Facebook Headquarters in Silicon Valley in November 2013.
the digit group
Impact of
Engineering Technology on
Engineering Business
Paul Doherty
the digit group
Who We Are
the digit group
Smart Building :: Smart City :: Smart Life
the digit group, inc.
Experienced Technology Team
Revit • Buzzsaw • TRIRIGA
Geographic Locations
Silicon Valley • Memphis • Atlanta • New York • Hong Kong • Shanghai
Markets
AEC/FM • Smart Buildings • Smart Cities • Smart Life
4
Whitepapers :: Leadership
Royal Institution of
Chartered Surveyors
McGraw-Hill Financial
Standard & Poors
the digit group, inc.
Oxford Economics
Global Construction
Perspectives
AEC Technology
Internet 2.0
Internet 2.0
Technology Trends
Technology Mega-Trends
Smart Buildings
Smart Cities
Smart Life
Wearable Computing
Big & Infinite Data
The Internet of Things (IoT)
Smart Buildings
Smart Buildings
Construction
Orbi Monitoring
Smart Buildings
Smart Buildings
Digital DNA
Smart Buildings
•
•
•
•
•
Sensors / iBeacons
Building Automation Systems
Wireless Connectivity
Digital Assets
Building Knowledge Centers
Smart Buildings
• Building BlackBox is the Digital Backbone of a
Building
• Measures micro-movements
• In case of an event, like excessive wind,
earthquake or explosion, provides immediate
analysis of the structural health of the building
• 7 Petabytes of data per year per building
• 3D Gaming Engine as Reporting Tool
Facility Management
Smart City
Smart City
Atlanta
Orbi being used for City Planning and Management
by Atlanta Mayor Reed
New York
New York
San Francisco
Infrastructure
Smart City
Smart Life
Smart Life
Wearable Computing
Smart Life
Orbi Fire
Firefighter Helmet Prototype
Big Data
Big Data
Infinite Data
Big Data
Big Data is like Teenage Sex…
Everyone talks about it…
Nobody really how to do it…
Everyone thinks everyone else is doing it…
So everyone claims they are doing it…
Big Data
IoT
The Internet
Of Things (IoT)
Smart Life
We Are Data
Virtual Worlds
A Smart City’s success will only be measured
by how well its inhabitant’s quality of life
improves. It is our generation’s greatest
challenge and the best legacy we can leave to
our children…
AEC Hackathon 1.4
January 2015
www.aechackathon.com
Why we do things…
www.thedigitgroupinc.com
Smart Building :: Smart City :: Smart Life
Recruit, Retain, & Reward the Next
Generation of Engineers
Thursday, October 23, 2014 – 6:30am – 7:45am
Presented by Katy McDonald, ExactSource; Matt Keene, Chartwell Capital
Solutions
Learn the latest trends in recruiting, compensation strategies, and how to develop and reward your current
and future star performers.
ABOUT THE SPEAKERS
Katy is the Chief Operating Office at ExactSource and manages all client services for
ExactSource, and has direct expertise in Leadership Recruiting. Katy is the direct contact for all
client services inquires, directs the marketing department, and manages technology, operations,
HR and compliance for ExactSource.
Matt is a Managing Director leading Chartwell’s Executive Compensation Consulting practice.
He works with privately held companies to obtain relevant pay data and achieve key goals for
the compensation system, with a special focus on ESOP companies and equity-based
incentives. Over the past 23 years he has worked with companies on all aspects of qualified and
non-qualified plan origination, operation and termination. His goal is to become a partner with
his clients and to know them well.
Innovations in Asset Management
Thursday, October 23, 2014 – 6:30am – 7:45am
Presented by Mike Baker, David Evans and Associates, Inc.
As government agencies focus on asset management nationally, it's important to learn how to use risk-based
analysis to successfully guide capital programming decisions. Explore how such a risk-based assessment
approach was used to develop a multi-billion dollar, 20-year capital improvement plan for six major bridge
crossings in Portland, Oregon.
ABOUT THE SPEAKER
Mike Baker, PE is a Vice President with David Evans and Associates, Inc. (DEA) with 23
years’ experience managing the delivery of multi-modal transportation engineering and
planning projects.
He serves as the firm’s Oregon Region Transportation Business
Development Leader and Director of the firm’s Future Leader program focused on building the
leadership capacity of early career professionals.
Addressing the Hidden Risks in
Today’s Design Contracts
Thursday, October 23, 2014 – 6:30am – 7:45am
Presented by Brian Stewart, Collins, Collins, Muir + Stewart; James Schwartz,
Beazley; Rob Hughes, Ames & Gough
Engineering contracts often contain subtle language that can result in higher standards of care, overly broad
risk transfer, and potentially uninsured exposures. Examine the new contract language, its consequences, and
how to negotiate more practical terms.
ABOUT THE SPEAKERS
Brian K. Stewart, Esq. is a partner at Collins Collins Muir + Stewart, LLP. Mr. Stewart handles
predominantly professional liability matters and represents professionals in all aspects of their
professional practice with an emphasis on design professionals including contract review and
negotiation, mediation, arbitration, and trial. He successfully argued the seminal case in
California upholding contractual limitation of liability in construction contracts. He has also
acted as Amicus counsel for a number of professional associations in the Court of Appeal.
Jim Schwartz is the Focus Group leader for Beazley’s US Architects and Engineers product.
Prior to joining Beazley, Jim was a practicing attorney for 15 years, most recently as a partner
in a Boston based law firm where he specialized in representing architects and engineers in the
context of professional liability claims. Jim is a frequent presenter on A&E professional
liability and risk management issues.
Rob Hughes is a senior vice president and equity partner with Ames & Gough. He has
specialized in the insurance placement, risk management and claims consulting to architects,
engineers, environmental consultants, construction managers and law firms for over 20 years.
Rob is often asked to provide loss control and risk management seminars to clients and industry
associations.
Engineering Approaches
to Disaster Risk
Thursday, October 23, 2014 – 6:30am – 7:45am
Presented by Stephen Long, The Nature Conservancy
Learn examples of successful collaboration on public infrastructure including dams, transportation, and
water; the latest science on impacts of extreme weather; and tools for assessing coastal risks and alternative
solutions.
ABOUT THE SPEAKER
Steve Long works as the Government Relations Director for The Nature Conservancy in
Massachusetts to influence federal and state policy to conserve land and water for all life. Steve
has collaborated with ACEC’s Massachusetts chapter on public funding and policy to level the
playing field for natural infrastructure for flooding, water quality, transportation and climate
adaptation.