Principals & Owners Summits proudly sponsored by:

Principals & Owners Summer Summit 2024 Resources

Crisis Communications Presentation from C2 Strategic Communications

Acing Your Interview from C2 Strategic Communications

Principals & Owners Winter Summit 2024 Resources

Walker Professional Insurance Presentation

Certificate of Merit All 50 States Inc Healthcare

Principals & Owners Summer Summit 2023 Resources

IN Indiana Presentation with Elaine Bedel

• Summer Campaign Video 
• Engineering Thrives image
• Proud ACEC Member In Indiana Image 

Stutz Development Overview Presentation

Principals & Owners Winter Summit 2023 Resources

PDH Certificate     (customize for yourself and keep in records)

Google Folder for Photos (add your own as well!)

Kroger Gardis & Regas FTC's Proposed Non-Compete Rule and Other Restrictive Covenant and Protective

Somerset CPAs Exit Planning, Employee Retention & Tax Credits and Deductions

Principals & Owners Summer Summit 2022 Resources

Chris Lowery, Commissioner for Higher Education 

Retirement Trust- Student Debt Solutions 

Life/Health Trust

Principals & Owners Winter Summit 2022 Resources

PDH Certificate  (customize for yourself and keep in records)

Insurance Claims and Avoiding Disasters from Walker Professional Insurance

Foundational and Emerging Employment Law Issues as a Pandemic Fades from Kroger, Gardis & Regas 

Special Thanks to Somerset CPAs for their Ask the Owners Session!

Principals & Owners Summer Summit 2021 Resources

Remote Work Considerations in the Hoosier State

Template Employee Remote Work Policy

Principals & Owners Winter Summit 2021 Resources

PPP Loan Eligible Expenses Deductible

Principals & Owners Winter Summit 2020 Resources

PDH Certificate  (customize for yourself and keep in records)

Cybersecurity and Risk Management Presentation from Somerset CPAs and Walker Hughes

IT Cybersecurity Control Questionnaire from Somerset CPAs

Indiana Notification Laws Outline from WalkerHughes

Effect of a Criminal Conviction of an Employee Ethics Case Study from Kroger, Gardis & Regas

Document Retention Guidance Document

Click here for photos from Key West!

Principals & Owners Winter Summit 2019 Resources

PDH Certificate (customize for yourself and keep in records)

Provided by: Somerset CPAs

Retaining Key Employees and Succession Planning Trends

Provided by: Walker Hughes

Employee Benefits

Provided by: Kroger, Gardis & Regas

Employment Law

Employee Documentation Exercise

Click here for photos from Puerto Rico!

Principals & Owners Summer Summit 2018 Resources

Provided by: Walker Hughes

Duty to Defend Presentation 

Provided by: Somerset CPAs

2017 Tax Cuts and Jobs Act

Principals & Owners Winter Summit 2018 Resources

Provided by: Walker & Associates:

Contract Issues Presentation 

Employment Practices Liability Claims Scenarios

Employment Practices Liability Highlight Sheet

Provided by: Somerset CPAs

Succession Planning Presentation

Impact of Tax Reform for A/E Firms

Provided by: Kroger, Gardis & Regas

Employment Law Presentation

Guide to the ADA

Personnel Decisions and Treating Everyone the Same

Sample Handbook EEO

Tips For Welcoming Transgender Employees

Click here for photos from San Diego!