EDSymposium20 Speakers
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Meet Our EDSymposium20 Speakers

Pre-Conference Workshop - Thursday June 11, 2020

Pre-Conference Workshop - Developing Your High Performing Team

Vickie Sokol Evans

 

Digital Productivity: Must Have Digital Skills for Teams

Program Description:  In this engaging program with Vickie Sokol Evans based on her bestselling"100 Tips” series, learn the secrets of high-performing teams and discover quick and easy tips in Word, Excel, PowerPoint (and more) that will help you deliver better results in less time by using more of the technology you know and love. Eliminate the most common old (and bad) habits and unessential work. No more wasting hours of time when working on an assignment. No more feeling paralyzed by the latest technology. You’ll have everything you need to leverage the tools you have at your fingertips and execute flawlessly!

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Vickie Sokol Evans is a globally recognized digital productivity instructor and comedic speaker with trains the world's smartest people how to use their technology to get better results in less time. Her clients include Microsoft, The Gates Foundation, Standford University, The New York Times, Starbucks, Amazon, UK's Parliament, and most notably, Bill Gates' team, among many others. A Microsoft Certified Trainer with over 20 certifications, Vickie is founder of The Red Cape Company headquartered in Austin, Texas. Click the above link again to hide bio

Kristi Weierbach

 

NextGen: Position Your Future Leaders

Program Description: With more than 78 million baby boomers stepping away from the workforce in the next decade, it is imperative that companies not only identify but also develop the next generation of leaders. The skills needed in the past may no longer be relevant for the future success of the firm.

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Kristi Weierbach focuses her extensive expertise on helping clients create a unique human resources architecture, applying practical solutions that complement strategic goals and company culture. She has a genuine passion for working with companies and positioning them to meet their organizational goals. Kristi's deep knowledge of human resources and payroll enables her to help companies overcome their struggles by providing strategic direction on implementing and improving policies and procedures. Working collaboratively with clients, she skillfully turns their human capital management into a competitive advantage. Kristi is an active blogger and frequent presenter on human resources and payroll related topics. Click the above link again to hide bio

Simon Goodhead

 

Leaders Need to Lead Leadership Transition

Program Description: Many firms are in the process of transitioning from one generation to the next. That means not just ownership, governance and clients, but leadership transition too. So, to transition leadership, leaders need to lead. Why is transition tough? Why are there challenges? What can be done to make it smoother?

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Simon Goodhead has extensive knowledge and background in operational leadership, strategic planning, as well as mergers and acquisitions. Having led a regional engineering office through significant growth and enhanced profitability, Simon moved to internal strategic planning and strategy deployment, while actively seeking new acquisitions before moving to The Coxe Group. As a principal with the management consulting firm, The Coxe Group, he provides strategic and operational insights that help A/E firms achieve their desired success. 

 

As a PE and Chartered Engineer, his work took him from Georgia to Ghana, Illinois to Ireland, and Kansas to Korea. As a consultant, he has developed global strategies, business plans, analytics around performance, and work on buy side and sell side M&A. Click the above link again to hide bio

Friday June 12, 2020

Simon Goodhead

 

Why Project Administrators Might Rule the World

Program Description: Project administration is different. Project administrators do not need to be just 'overhead'. Project administrators can be responsible for tectonic shifts in project performance and firm profitability. This presentation will explore the findings of how this role can be super charged to lift a firm.

Session Handout

Click here to watch the "Come to My Session" video

Click for Simon's bio

Simon Goodhead has extensive knowledge and background in operational leadership, strategic planning, as well as mergers and acquisitions. Having led a regional engineering office through significant growth and enhanced profitability, Simon moved to internal strategic planning and strategy deployment, while actively seeking new acquisitions before moving to The Coxe Group. As a principal with the management consulting firm, The Coxe Group, he provides strategic and operational insights that help A/E firms achieve their desired success. 

As a PE and Chartered Engineer, his work took him from Georgia to Ghana, Illinois to Ireland, and Kansas to Korea. As a consultant, he has developed global strategies, business plans, analytics around performance, and work on buy side and sell side M&A.  Click the above link again to hide bio

Lindsay Diven

 

Develop Your Data Collection & Maintenance Program - No CRM Needed

Program Description: This session will guide you through best practices to collect and regularly maintain project and personnel information, including highlighting examples from real firms. Attendees will receive a start-up guide and actionable checklists. No pre-existing technical tools required. These best practices are for anyone who is responsible for producing proposals.

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Lindsay Diven is a Senior Consultant with Full Sail Partners. In this position, she works with client to implement Deltek Vision's CRM, Custom Proposal, and SF330 modules, as well as the Client Feedback Tool. She has 12 years of marketing and business development experience in the A/E field. Using Deltek Vision, Lindsay has worked with both marketing and business development teams to implement business strategies and manage client data in pursuit of increasing sales opportunities and win rates. She is a Certified Professional Services Marketer (CPSM) who is active with the SMPS Central Florida Chapter and the Southeastern Regional Conference. Click the above link again to hide bio

Friday Best Practices Presentation 

What They Never Tell You About Selling Your Firm 

Hosted by SDA Fellows

Bobbie Unger, FAIA

Program Description:  Roberta (Bobbie) Unger, FAIA, will share lessons she learned from selling her woman owned architectural firm in Atlanta, Georgia.   Although she spent considerable time with legal and financial experts and thought she knew what to expect, there were numerous obstacles along the way.   Illustrating the timeline from the initial inquiries through the final acquisition and beyond, Bobbie will cover topics including vetting firms, due diligence, compatibility of culture and mission, negotiating employee benefits, branding issues, fear of change, and how to handle the stress of this often-emotional business transition, while keeping your team together.   This is sure to be an informational and interesting session offering wisdom, humor, and insight to those considering such a move.

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Bobbie Unger, FAIA  In 1991, after working with two of Atlanta’s most distinguished firms, Roberta Unger established The Architecture Group. In 2018 the firm was acquired by Wendel, a company of like culture, service and commitment. Philosophically, Ms. Unger identified the goal as "provide service to our clients that results in their continued respect and on-going patronage.” Twenty-eight years later, she continues to instill in her talented staff the importance of pursuing this goal each day. The results: her firm has earned an excellent reputation among institutional clients, the continued focus of the practice. Her experience includes a variety of project types: transportation related facilities, mass transit facilities, transit related developments, among other project types, including 35 years on MARTA projects. Her responsibilities include client relations and directing, managing and coordinating projects from planning and programming to concept through construction.  Click the above link again to hide bio

Mark Blankenship

 

Getting Paid Without Getting Sued

Program Description: Participants will learn factors to consider when selecting clients, identifying risks associates with different project types, understand what contractual provisions impact the payment of fees, and learn strategies to stay current and head off trouble.

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Mark Blankenship is an Assistant Vice President for Liberty International Underwriters where he underwrites architects and engineers professional liability insurance.  Previously, as a Senior Vice President of Willis HRH he was head of the Risk Management Department where he gave risk management presentations to architects and engineers in addition to advising clients regarding their insurance programs. Mark has 20 years experience in insurance claims ranging from general liability and workers compensation to professional liability for architects, engineers, lawyers and accountants. Prior to joining HRH A&E in 2001, he was a Claim Supervisor for Design Professional Insurance Company where he handled claims on projects ranging from single-family home additions to NFL football stadiums and federal highway projects. Mark is a Leadership in Energy and Environmental Design Accredited Professional (LEED AP).  He earned the Chartered Property Casualty Underwriter designation from the American Institute for Property Casualty Underwriters. He also holds an Associate in Claims from the Insurance Institute of American and a Bachelor of Arts with honor from Michigan State University. Click the above link again to hide bio

Kevin Hebblethwaite

 

A Better Way: Routine Feedback to Improve the Client Experience

Program Description: Do you really know what your clients think? How confident are you about your firm's ability to deliver a client experience that leaves them no better choice but to hire you again and rate to others about your awesomeness? Come to this session to be sure.

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Kevin Hebblethwaite has 20 years of experience in business development, marketing and management for technology-centric professional services companies. He trains and advises clients who seek enhanced results from their investments inDeltek and related enterprise software systems. Previously, Kevin was President/CEO of an engineering consulting firm where he worked with design and construction firms, program managers, developers, hospitals, corporations, academic institutions, and government agencies through the United States. Kevin served as SMPS National President in 2012-2013 and spends what little time remains as a freelance musician and amateur sports broadcast producer. Click the above link again to hide bio

Saturday June 13, 2020

Patterson McKinlay

 

401(k) Best Practices: Reducing Your Liability & Building a Better 401(k) Experience 

Program Description: This program will review some of the most common mistakes that 401(k) plan administrators inadvertently make when administrating their 401(k) plan. The presentation will offer several best-practice recommendations for you to use and implement so that you are more prepared in the event of a Department of Labor 401(k) audit.

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Patterson McKinlay, Principal of Achieve Retirement, is dedicated to helping plan sponsors understand their fiduciary responsibilities by promoting a streamlined and turnkey process that allows the business owner and H.R. Manager to focus on creating a more successful and profitable business while spending less time on the management of their retirement plan. Through the implementation industry best practices and regular investment committee meetings, Patterson is able to partner with employers to provide support, expertise and understanding to every retirement plan he serves. Passionate and driven, Patterson believes that every employee has the right to retire and he is dedicated in helping every employee to realize their retirement goals and dreams. Click the above link again to hide bio

Kevan Frazier

Lunch Presentation - Asheville in the Land of Sky: The Revitalization of Asheville 

Program Description:   From a frontier outpost of the New Republic to one of the great success stories of downtown revitalization, Asheville has undergone a dramatic transformation over the past 225 years.  Join historian Kevan Frazier as he guides us on a journey through Asheville’s rich history from its founding to present day.  Who was Vance and why is there a giant needle in the middle of town with his name on it?  Why is the world’s largest house in Asheville? And what’s up with all of this beer? 

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Dr. Kevan Frazier  is an Asheville native and the Executive Director for Western Carolina University’s Asheville programs located at Biltmore Park. Prior to WCU, Kevan was a member of the History faculty and an administrator at UNC Asheville.  He is also the founder of Asheville by Foot, a local walking tour business in Asheville as well as one of the co-owners of Well Played Board Game Café on Wall Street. Recently featured on C-Span, Kevan gives dozens of talks on Asheville history each year, and published a book in 2014 on Asheville history called Legendary Locals of Asheville. Click the above link again to hide bio

Agenda - Thursday, June 11, 2020

7:30 am - 5:00 pm 

Registration Desk Open

 
8:00 am - 5:00 pm 

Pre-Conference Workshop - Developing High Performing Teams

7:30am - 8:20am Registration/Breakfast
8:20am - 8:30am Welcome/Opening Remarks
8:30am - 12:00pm Digital Productivity: Must Have Digital Skills for High-Performing Teams
12:00pm - 1:00pm Networking Lunch
1:00pm - 2:30pm NextGen: Position Your Future Leaders
2:30pm - 2:45pm Break
2:45pm - 4:45pm Leaders Need to Lead Leadership Transition
3:00pm - 5:00pm CDFA Examination
4:45pm - 5:15pm First Time Attendee Information Session
5:30pm - 7:30pm Welcome Reception - Brews & Bites

 


Agenda - Friday, June 12, 2020

7:30 am

Registration Desk Opens

8:00 am

Keynote Breakfast -Why Project Administrators Might Rule the World

Simon Goodhead, Principal Consultant
The Coxe Group

9:30 - 10:30 am

Break with Business Partners

MicroLearning Session - Steps to Becoming a Certified Design Firm Administrator

SDA National Certification Committee 

10:30 am - 12:00 pm

Session 

Develop Your Data Collection & Maintenance Program: No CRM Needed

Lindsay Diven, Senior Consultant
Full Sail Partners

12:00 - 1:30 pm

Lunch "Ownership Transition from the RearView Mirror"

Sponsored by SDA Fellows

Roberta (Bobbie) Unger, FAIA, NCARB
Wendel Companies

 
1:30 pm - 3:00 pm

Session 

Getting Paid Without Getting Sued

Mark Blankenship, Assistant Vice President
Liberty Mutual Insurance/Ironshore

 
3:00 pm - 4:00 pm

Break with Business Partners

MicroLearning Session -Volunteering at the SDA National Level

SDA National Committee Chairs

4:00 - 5:00 pm

Session 

A Better Way: Routine Feedback to Improve the Client Experience

Kevin Hebblethwaite,  Principal Consultant 
Full Sail Partners

5:15pm - 6:00pmNational Committee Chair Meeting

Agenda - Saturday, June 13, 2020

8:00 am - 12:00 pm

Registration Desk Open

 
8:00 - 9:30 am

Breakfast Session

401(k) Best Practices: Reducing Your Liability & Building a Better 401(k) Experience

Patterson McKinlay, AIFA, Principal 
Achieve Retirement

9:45am - 11:15 am

SDA Annual Business Meeting

11:30 am to 1:00 pm

Lunch -Revitalization of Asheville

Kevan Frazier, PhDExecutive Director 
Western Carolina University's Asheville Program

1:30 pm to 3:30 pm

Optional Walking Tour: Downtown Asheville

 
6:00 pm to 10:00 pm

Awards/Installation Banquet & Celebration

 
   
  

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