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Capital Strategies and M&A Forum

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Join other Architecture, Engineering and Consulting Firm Leaders to Discuss Capital and M&A Strategies and Opportunities

May 7 - 9, 2018
Registration Opens May 7 at 11:15 a.m.

Four Season Resort & Club Dallas at Las Colinas
4150 North MacArthur Blvd
Irving, TX 75038

Register Now

Join Barack Ferrazzano during the Matheson Financial Advisors Capital Strategies and M&A Forum. This program will provide a current assessment of the M&A markets and capital formation strategies and will help firm leaders evaluate and execute successful programs, such as M&A financing, private equity, leadership and ownership transitions and ESOPs.

Compensation & Employment Group partner Andrew Strimaitis will speak during the "Accounting for Deferred and Equity-Based Executive Compensation" panel alongside Tim Daum of Crowe Horthwath LLP and Laurie Dreyer, a former shareholder and senior HR professional at multiple architecture and engineering firms. The panel will be moderated by Jon Zeiler of Crowe Horwath.

The panel discussion will focus on the different types of long-term compensatory arrangements that are available to architecture and engineering firms, including deferred compensation, stock options, restricted stock and stock appreciation rights. Topics include: how these plans can drive performance and help with succession planning; the proper accounting and tax treatment for these plans; and why a firm might choose one type of plan over another.

Cost: Early Bird Rate of $1,695 ends April 12.
After April 14th – $1,895

Click here to learn more about the forum and how to register.

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