Succession Planning – Leadership Transitions for your Firm’s Future…and Your Future Too! When: January 27, 2021 Hosted By: ACEC BBC Location: Webinar People: Laura Terry Howard, Bill Mandel
Ownership Transition: How to Design a Sustainable Program When: December 3, 2020 Hosted By: 2020 SEAOC Convention People: Laura Terry Howard, Bill Mandel
Ownership Transition: Build Bridges, Not Walls When: October 29, 2020 Hosted By: ACEC Location: Webinar People: Harvey M. Katz, Bill Mandel, Laura Terry Howard
Solving the Mystery of Mergers & Acquisitions When: January 22, 2020 at 1:30pm – 3:00pm Hosted By: American Council of Engineering Companies Location: Webinar People: Bill Mandel, Laura Terry Howard
Ownership Transition: Build Teams, Not Walls When: October 14, 2019 at 4:45pm – 5:15pm Hosted By: American Council of Engineering Companies Location: Chicago, IL People: Bill Mandel, Laura Terry Howard, Brian G. Belisle
Ownership Transition: Build Bridges, Not Walls When: August 30, 2019 at 2:00pm – 2:30pm Hosted By: SEAOC Convention Location: Resort at Squaw Creek in Lake Tahoe People: Bill Mandel
Business Succession Planning When: August 1, 2019 at 8:00am – 9:30am Hosted By: Wealth Counsel Symposium Location: Boston Park Plaza Hotel People: Peter S. Myers, Bill Mandel
Solving the Mystery of Mergers & Acquisitions (Spoiler Alert: The Owner/Founder Did It!) When: July 24, 2019 at 1:30pm – 3:00pm Hosted By: ACEC Fall Conference Location: Webinar People: Bill Mandel
Cybersecurity and Data Privacy- Building Walls That Matter When: May 21, 2019 at 1:45pm – 3:00pm Hosted By: Matheson Financial Advisors Location: Four Seasons Resort and Club Dallas People: Mark G. McCreary, Laura Terry Howard, Bill Mandel
Ownership Transition: Building Bridges, Not Walls When: March 14, 2019 at 7:30am – 9:00am Hosted By: Fox Rothschild LLP Location: Fox Rothschild LLP People: Laura Terry Howard, Bill Mandel, Syvia L. Magid, Melissa T. Sanders
2018 Capital Strategies and M&A Forum When: May 8, 2018 Hosted By: Matheson Financial Advisors Location: Four Seasons Resort and Club Dallas at Las Colinas People: Laura Terry Howard, Bill Mandel, Michael S. Bookbinder
Ownership Transition: Build Teams, Not Walls When: September 14, 2017 at 1:55pm – 2:25pm Hosted By: Structural Engineers Association of California Location: Hilton San Diego Resort & Spa People: Bill Mandel, Laura Terry Howard, Peter S. Myers
SAT-B08 Ownership Transition and Succession Planning for the Future of your Firm When: October 22, 2016 at 2:30pm – 4:00pm Hosted By: American Society of Landscape Architects Location: New Orleans Ernest N. Morial Convention Center People: Bill Mandel
2016 SEAOC Convention When: October 12, 2016 Hosted By: Structural Engineers Association Location: Hyatt Regency Maui Resort & Spa People: Bill Mandel
Capital Strategies and M&A Forum Conference When: May 9, 2016 at 3:15pm – 4:30pm Hosted By: Matheson Financial Advisors, Inc Location: Trump International Hotel & Tower® Chicago People: Laura Terry Howard, Harvey M. Katz, Bill Mandel
Mergers & Acquisitions 2.0 When: February 24, 2016 at 1:30pm – 3:00pm Hosted By: American Council of Engineering Companies Location: Webinar People: Bill Mandel, Laura Terry Howard
Estate Planning Council of the East Bay When: September 28, 2015 Hosted By: Estate Planning Council of the East Bay People: Bill Mandel
Estate and Succession Planning 2.0 for Business Owners When: July 29, 2015 at 2:00pm – 3:15pm Hosted By: AGN International Tax Webinar People: Bill Mandel, Linda Rhone Enion
Ownership Transition 2.0: Tips for Navigating a Complex Process When: June 16, 2015 at 12:00pm – 1:30pm Hosted By: Structural Engineering Association of Northern California (SEAONC) People: Bill Mandel
2015 Capital Strategies and M&A Forum When: May 11, 2015 Hosted By: Fox Rothschild and Matheson Financial Advisors, Inc. Location: Trump International Hotel People: Bill Mandel, Laura Terry Howard, Harvey M. Katz
Mergers & Acquisitions 2.0 When: April 29, 2015 Hosted By: American Council of Engineering Companies People: Bill Mandel, Laura Terry Howard
Ownership Transition 2.0 When: January 15, 2015 at 1:30pm Hosted By: American Council of Engineering Companies People: Bill Mandel, Laura Terry Howard
Mergers & Acquisitions 2.0 When: August 27, 2014 Hosted By: American Council of Engineering Companies (ACEC) People: Laura Terry Howard, Bill Mandel
Capital Strategies and M&A Forum When: May 13, 2014 Hosted By: Matheson Financial Advisors Location: Trump International Hotel & Tower Chicago People: Bill Mandel, Laura Terry Howard
CEO Roundtable for Landscape Architects When: May 9, 2014 at 1:00pm Hosted By: Bill Mandel People: Bill Mandel
Succession Planning for the Small Professional Services Firm When: April 16, 2014 Hosted By: Estate Planning Council of Diablo Valley Location: Lafayette Park Hotel People: Bill Mandel
Ownership Transition 2.0 When: April 8, 2014 Hosted By: California Chapter of the American Council of Engineering Companies Location: La Quinta Resort & Club People: Bill Mandel
Ownership Transition 2.0 When: February 5, 2014 Hosted By: American Council of Engineering Companies People: Bill Mandel, Laura Terry Howard