Solving the Cultural and Financial Challenges of Ownership Transition




Transitioning leadership and ownership to the next generation is the biggest challenge privately held firms in the A/E/C and environmental consulting industries will face. Some will succeed, but many will not. Success requires identifying future leaders early in their careers, helping them to develop the necessary skills, engaging them in the future of the firm, and having an ownership transition structure that encourages and rewards investment in the company. This exciting new workshop will cover both the cultural and financial side of transition planning.

The workshop will be led by Bob Kelleher, CEO of The Employee Engagement Group and acclaimed author and expert on employee engagement and workplace practices (and A/E industry expert). Joining him will be Ian Rusk, Managing Principal of ROG+Partners, one of the A/E industries leading experts on stock valuation and transitioning ownership within privately held firms. Participants will learn:

  • bob&ian2An overview of the A/E industry and the unique challenges of transition planning
  • The cultural and workforce dynamics at play in today’s post recessionary times (Do you know– “who’s sinking your boat?”)
  • The vastly different motivational drivers of Baby Boomers, Generation X and Generation Y (the millennials)
  • How to identify and engage your future leaders and owners
  • Strategies for getting your future leaders to think like owners
  • Identifying the perfect ownership model for your firm
  • Making your company’s stock the best investment in your portfolio
  • Succession planning best practices – so you can turn over leadership and ownership with confidence
  • The role of M&A’s in building a leadership pipeline


Your registration fee is $799 and includes the seminar, breakfast, and lunch. Additional attendees from the same firm can register for $599. The fee does not include your hotel room. Please be sure to call the Westin Waltham Boston Hotel, the host hotel at 781.290.5600. The hours for the one day Seminar are 8:00 am to 4:00 pm including one hour for breakfast and one hour for lunch.

You can register online by clicking on the button below to access a secure on-line registration and payment form.


Cancellations are 100% refundable up until noon ET Tuesday, June 3, 2014.

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Rusk O’Brien Gido + Partners has reserved a block of rooms for Solving the Cultural and Financial Challenges of Ownership Transition Seminar attendees at the Westin Waltham Boston Hotel for a special room rate of $199 per night. Please make your reservations as soon as possible as rooms in this block are limited and availability is not guaranteed. To make a reservation, click here or call the hotel directly at 781.290.5600 and identify yourself as an attendee of the Ownership Transition Seminar on Tuesday, June 17th.

Westin Waltham Boston Hotel
70 Third Avenue
Waltham, MA 02451