MFA M&A Forum Schedule

The Inaugural Matheson Financial Advisors Forum boasts a wide range of perspectives and AEC financial management professionals, including leaders from several ENR 500 firms. The Forum kicks off tonight with an opening cocktail registration and a Keynote speech from Fox News Channel's Tucker Carlson.

We'll be posting news items and interesting tidbits from the following sessions.

Schedule

Wednesday, June 6

4:00 - 6:00pm                Registration

6:00pm                           Opening Cocktail Reception

7:00pm                           Dinner with Keynote Speaker Tucker Carlson, Fox News Channel - The Washington Reality - Looking Ahead to 2012 Elections

                                     

Thursday, June 7

7:00am                           Registration

7:30am                           Breakfast with Keynote Speaker Peter Knipe, CFO, The STV Group, STV - An ESOP Story

9:00am                           Developing Effective M&A and Capitalization Strategies
                                       Moderator: Colvin Matheson, Managing Director, Matheson Financial Advisors
                                       Panelists: Joe Hastey, Senior Vice President, STV, Inc.
                                       Bob Paulsen, Principal, AE Guidance, LLC./Former CEO of PBSJ, Inc.
                                       James B. Stephenson, Senior VP Corporate Planning & Development, TRC Companies, Inc.

10:45am                         The Boardroom: How M&A Changes the Game
                                       Moderator: Laura Howard, Partner, MBV Law, LLP
                                       Panelists: Bob Gomes, President and CEO, Stantec Inc.
                                       Kathryn Sprankle, President, Sprankle Leadership
                                       Brad Strittmatter, President, Olsson Associates

                                       ESOPs: Making Value Easier
                                       Moderator: Bob Massengill, Managing Director, Pilot Hill Advisors
                                       Panelists: Vaughn Gordy, Chairman and CEO, GreatBanc Trust Company
                                       Mary Beth Gray, Partner, Kleinbard, Bell & Brecker, LLP
                                       Peter Knipe, CFO, STV, Inc.

12:00pm                         Luncheon with Keynote Speaker - Bob Gomes, President and CEO, Stantec Inc. The Stantec Growth Story

1:45pm                           Getting to "Close": Valuation, Negotiation, and Deal Structuring
                                       Moderator: Colvin Matheson, Managing Director, Matheson Financial Advisors
                                       Panelists: Eric Chen, Senior Vice President, Corporate Finance / Special Counsel, AECOM Technology                                           Corp Bjorn Morisbak, Vice President, Stantec Inc, Kevin Pottmeyer, Chief Strategy Officer, Kleinfelder

3:30pm                           Private Equity: Outside Capital to Support Your Strategy
                                       Moderator: Scott Cobb, Principal, Matheson Financial Advisors
                                       Panelists: Mike Decker, Principal, Wingate Partners, Jay Hofmann, President and CEO, Trinity Consultants
                                       John Jastrem, Chairman and CEO, Callison

                                       Legal: Documenting the Deal-The Paper Chase
                                       Moderator: Bill Mandel, Partner, MBV Law, LLP
                                       Panelists: Laura Howard, Partner, MBV Law, LLP

6:00pm - 11:00pm          Chicago White Sox vs. Toronto Blue Jays

                                     

Friday, June 8

7:45am                            Networking Breakfast

8:45am                            Integration: The Measure of Success
                                       Moderator: David Cohen, Managing Director, Matheson Financial Advisors
                                       Panelists: Will Ditzler, President, Cardno JF New, Ray Kogan, President, Kogan and Company LLC
                                       Galen Meysenburg, Company Controller, HDR Engineering, Inc.

10:30am                         Tax and Accounting: Managing the Tax Impact of the Deal
                                       Moderator: Dennis Graham, Lead Partner, Plante & Moran, LLC
                                       Panelists: Joseph Dailey, CFO, Perkins + Will, Matt Denman, Associate, Plante & Moran, LLC
                                       Jeff Schreier, CFO, Thornton Tomasetti

                                       Protecting the Deal - Insurance and Risk Strategies for M&A
                                       Moderator: Dan Knise, President and CEO, Ames & Gough
                                       Panelists: Doug Hamilton, National Construction Risk Specialist, Lexington Insurance Company
                                       Michael Heatwole, Executive Vice President, Ames & Gough

12:00pm                          Luncheon with Keynote Speaker Andrew Busch, BMO Capital Markets —

                                       "A Global Economic Perspective and How it Affects Your Business"