Growing and Optimizing the Mid-Sized Firm

An A/E/C Senior Executive Retreat

Registration Status: Open

Senior Executive Retreat 2019

Register Now for Growing and Optimizing the Mid-Sized Firm: An A/E/C Senior Executive Retreat


The issues facing mid-sized firms in the A/E/C industry are complex and have the potential to sink those who face them unprepared. Now more than ever, staying competitive against the niche firms with low overhead and the mega-firms with diverse resources is critical. Without a viable action plan, the outcomes are declining profits, losing top talent, and diminishing firm value. Too many mid-sized firms end up selling for pennies on the dollar because they didn’t take action to control their destiny.

Seminars, articles, and other resources are helpful, but what if there were a place where you could openly and confidentially share ideas and concerns with other like-minded A/E/C firm leaders?  Not just a general forum of other business leaders, but one where everyone in the room understood the business that you are in and the exact challenges that you face?

This immersive gathering of senior-level A/E/C firm leaders is a unique invitation to chart out – in a collaborative and confidential setting – action-oriented solutions based on data and experience (not on opinions or wild guesses). This isn't a seminar or a presentation where instructors explicitly teach you new concepts. Nor is it a workshop where you apply new skills or tactics. We call it a retreat because that is exactly what it is.

Think open (but facilitated) discussion. Think stepping away from the day-to-day grind to spend less time working IN your business and more time working ON your business. Because we know that the next great idea doesn't even have to come to light in a conference room, you will also have the opportunity to spend time each day with your facilitators and other retreat participants enjoying some of the best skiing that Colorado has to offer!


Joining Frank and John in is your chance to refresh and recharge with some of Colorado’s best skiing combined with rock-solid strategies for:

  • Stealing talent like one of the big dogs.
  • Avoiding being swallowed up in a merger or acquisition.
  • Being a chameleon that can adapt to changing market conditions.
  • Proving that the death of the mid-sized firm can be a good thing for you.
  • Setting your pricing strategies to leave niche firms and mega-firms in the dust.
  • And much more!


Limited to just 27 participants, this is a very unique opportunity to find the new ideas and to stretch your thinking with fellow A/E/C business leaders. Frank and John will bring plenty of topics for discussion (get more details here), but this is really about you...that challenges and talking points that matter most to you and your fellow participants!

Here are some of the highlights that past attendees have found to be quite valuable with this unique retreat:

Senior Executive Retreat

Frank and John's objective is for you to leave refreshed, exhilarated and ready for the future that lies ahead...both for you and your firm. Consider this to be your invitation to join a focused group of your peers on a one-of-a-kind experience.


Retreat Agenda

Who Should Attend

Date and Location

About Your Facilitators



At this Senior Executive Retreat, you get the chance to sit in the HOT SEAT! What exactly is the HOT SEAT?  Throughout the retreat, we carve out time and select a participant to present a case study related to their specific firm. You paint the picture and lay out your challenge. Frank and John then lead a discussion around solutions for that challenge. You get tangible ideas for success out of the group’s wisdom. This is an exclusive benefit that is only available to THREE PARTICIPANTS at the retreat. To request a HOT SEAT slot, just request one in your registration and we’ll be in touch with more details.

Register Now for Growing and Optimizing the Mid-Sized Firm: An A/E/C Senior Executive Retreat