October 26, 2026

Time
9:50 am–​10:05 am

Simplifying the Technology Journey for AEC Firms

Your technology should simplify how your firm operates – not add complexity. In this session, sa.global will share how one connected platform can bring your business together, put AI to work effectively, and support sustainable growth.

9:50 am–​10:05 am

The Evolving R&D Credit Landscape: AI, Amortization and Enhanced Reporting

The R&D tax environment is changing rapidly. This session will cover the impact of artificial intelligence on R&D tax credit claims, recent developments surrounding Section 174 and state decoupling, and what companies need to know to prepare for upcoming Form 6765 Section G reporting requirements.

10:15 am–​10:30 am

Introducing Shred 3.0: Proposal Planning, Drafting, and Closeout – Reimagined

AEC marketers don't all work the same way, and neither should the tools they use. OpenAsset’s AI proposal solution, Shred, keeps evolving with you. Shred 3.0 provides a seamless, end-to-end experience that takes manual, repetitive proposal tasks off your plate to focus on strategy and winning work.

1:35 pm–​1:50 pm

Build vs. Buy: Making the Right AI Investment Call in AEC

Discover a practical decision framework for AEC firms navigating when to build custom AI tools versus buying enterprise platforms for maximum ROI.

1:35 pm–​1:50 pm

Contract Deal Breakers

Some contract clauses can (or should be) deal breakers. Each firm should identify, based on its wherewithal and risk tolerance, clauses that trigger a "go-no" analysis if the wording can't be modified. Let's talk about particularly dangerous wording that might give a reasonable firm pause.

2:00 pm–​2:15 pm

Catch More Errors in 30 Minutes Than a Week of Manual Review

Structured AI is the most advanced AI QA/QC platform for drawing packages, across PDFs, Revit, and Civil 3D. Our agents learn your standards, apply codes, and flag what's wrong, where, and how to fix it. See how multidisciplinary firms improve drawing quality, catch 10x more errors, and cut RFIs.

2:00 pm–​2:15 pm
2:15 pm–​3:15 pm

When Good Engineering Looks Bad: Explaining Complex Design Decisions to Judges, Juries and Mediators Through Visual Storytelling

Through real-world case studies, learn how graphics, animations, and demonstrative exhibits can transform complex engineering concepts into compelling stories that judges, juries, and mediators understand, helping good engineering receive a fair hearing.

3:20 pm–​3:35 pm

A Look Inside the First Employee-Ownership Study for AE Firms

Chartwell's first Employee-Owned AE Firm Ownership Survey benchmarks 95 firms, 110,000 employees, and 60 ENR Top 500 companies. We compare ESOP and privately held models — participation, valuation, affordability, and repurchase obligation — and explore insights and learnings from the data.

3:20 pm–​3:35 pm

Don’t Replace Your Accounting System Yet: 5 Questions A&E Leaders Should Ask First

Growth adds offices, services, people, data and complexity. But does it require a new accounting system? Learn five questions to determine whether your A&E firm should optimize its current technology, augment it with new capabilities, or replace it.

3:45 pm–​4:00 pm

From Drawings to Decisions: Ashler’s Design Intelligence in Action

Ashler's CEO and co-founder, Conor O'Meara, will present how engineers use Ashler's QAQC agents to review drawings, helping teams prioritize design reviews, examine potential compliance and quality issues, and ground observations in cited drawing and reference material.

October 27, 2026

Time
9:35 am–​9:50 am

Your AI ROI is Hiding in Your Project Archives

AEC firms archived years of completed projects to cut storage costs, but that data holds institutional knowledge AI cannot reach. Benjamin Fuller, Field CTO at Nasuni, explains why firms should classify, enrich, and keep project data accessible so AI can speed bid creation and apply past lessons.

10:00 am–​10:15 am

Rethink Your ERP: Acumatica’s Modern Approach for Engineering Firms

Your ERP should support your firm’s growth, not become a roadblock. See how Acumatica brings AI-enabled capabilities, financials, project management, resources, documents, and CRM together in one open platform to reduce silos, improve visibility, and help you scale.

10:00 am–​10:15 am

The Fiduciary Shield: Governance Before the Moment Gets Hot

AEC boards protect the firm by making critical risks visible, key decisions owned, and the governing process clear. This rapid-fire session shows how fiduciary shields get thin, and how a strong Governance OS keeps boards from drifting into exposure.