Executive Roundtable

Cost: $3,395.00 (multiple packages available)

As part of our commitment to delivering unparalleled industry expertise and accelerating success for AEC firms nationwide, Stambaugh Ness is proud to align with Zweig Group to bring you the Executive Roundtable.

Designed specifically for CEOs, CSOs, CFOs, and C-Suite leaders, this intimate gathering provides senior executives a confidential, peer-driven setting to tackle the industry’s most pressing challenges. This retreat equips firm leaders with actionable frameworks to drive sustainable growth, optimize operations, and build long-term value.

Through expert-guided roundtable discussions, you will exchange real-world insights, collaborate on key growth obstacles, and refine your strategic vision alongside fellow AEC executives.

Core Focus Areas:

• Growth & M&A: Firm valuation, organic growth, and driving ROI.
• AI & Innovation: Navigating executive roles and operations in an AI-driven era.
• Ownership & Governance: Succession planning, dynamic leadership, and board structures.
• Talent & Culture: Retention strategies, organizational alignment, and change leadership.

Agenda At a Glance

• Nov. 10: Check-in (3:00 PM PT) & Welcome Dinner (5:00 PM PT)
• Nov. 11: Full-Day Roundtable & Networking | Evening Winery Excursion & Dinner
• Nov. 12: Morning Sessions & Action Frameworks | Adjournment (12:00 PM PT)