Cart 0
Successful Successor Roundtable

More from this collection

Zweig Group Store

Successful Successor Roundtable




November 13-15 | New Orleans | Royal Sonesta 



How do you step into a new role as the directional leader of the firm? How do you go from being a colleague to being a supervisor? How – and when – do you transition client relationships as you move from the project team to the executive team? How do you work with the outgoing person in the role you are going to fill, Board, and existing leadership infrastructure while also implementing your exciting ideas for change? How much business education do you need? How do you balance strategic initiatives with the day-to-day stuff that made you successful in your career before this point? How do you challenge “the way we’ve always done things” without isolating the current leadership team?

The Successful Successor Roundtable is an exclusive event for incoming strategic leaders of firms and newly-minted strategic leaders of these firms. The purpose of this seminar is to discuss the highest-level issues facing newcomers to the c-suite and to individuals who are preparing to take on a high-level management role in today’s AEC firm. This two-day event includes educational and networking sessions in an upscale setting.

Industry experts, with extensive experience working with and leading AEC firms, moderate the two-day program. The two-day agenda covers areas of discussion determined by those in attendance. It’s presented in a guided discussion format to encourage dialogue among all attendees.

Zweig Group’s Successful Successor Roundtable is an experiential event designed to help incoming and newly-appointed executives become more effective in their role as the top leader in their company. It’s your opportunity to network with fellow senior firm leaders who are experiencing similar challenges to those you’re facing.  It’s also an opportunity to share your tips and techniques and to learn about industry best practices in leadership.


6:00 PM – 7:30 PM - The Royal Sonesta
(Dress is casual – Come As You Are – Have Fun – Door Prizes)

8:00 – 9:00 – Breakfast
9:30 am – 5:00 pm – Two 1/2 day tours with lunch
6:30 pm – 8:30 pm – Successor Roundtable Kick-Off Dinner (0ff-site)

7:30 – 8:30 – Breakfast
8:30 – 3:30 – Roundtable Discussions with lunch

Your Successful Successor Roundtable Retreat registration includes:

  • Breakfasts
  • Lunches
  • Refreshments
  • Pre-event “Meet & Greet” Cocktail Party
  • Day One Activity –  Two 1/2 day architectural and engineering themed tours and lunch in the French Quarter.
  • Day Two – Roundtable Discussion
  • Transcript of Roundtable Discussion
  • Access to discounted room rate with the Royal Sonesta once registered for the event (New Orleans at the Royal Sonesta: $239)
    *Registration fee does NOT include lodging.

We integrate education and networking with senior C-suite executives in the architecture, engineering, and business environment. We will provide you with a rich and meaningful experience that brings learning and personal growth to life.


  • Role definition
  • Firm organization
  • Leading change
  • Delegating
  • Transitioning from being the successor to identifying and growing your successor
  • Building the C-suite, especially when you’ve inherited the c-suite from prior leadership
  • Board and governance issues
  • Time management and balancing work & home life
  • Dealing with conflicts
  • Managing firm growth through organic and acquisitions

Jamie Claire Kiser on the Importance of Successful Successors video

Continuing education credits!

Attendees of Successful Successors earn 12 PDH / 1.2 CEUs

Zweig Group seminars are eligible for Professional Development Hours credits and Continuing Education Units. All attendees receive a certificate of completion indicating the number of hours earned during each seminar. Zweig Group is a registered provider with the American Institute of Architects.

To be notified of future dates and locations or for immediate assistance, please email: or call our customer support team at 1 800 466 6275


Share this Product