Practice Management (Contracts / Insurance / Finance / Personnel)

Education Session - Panel Format

MON-C05 - Ownership Transition: Build Teams, Not Walls

Monday, October 22
1:30 PM - 3:00 PM
Location: 109

1.5 PDH, LA CES/non-HSW, AIA/non-HSW, AICP, FL

Explore the latest trends in ownership transition and help firms avoid common pitfalls that can derail efforts to achieve a successful transition. The moderator/panelists will illustrate creative ways in which senior principals may further enhance the value of the transitioning process through the use of the appropriate succession mechanisms.

Learning Objectives:

Bill Mandel

Corporate Partner; Co-Chair of the firm’s Business Succession Planning Practice; Co-Chair of the Architecture, Engineering & Design Professional Firms Practice
Fox Rothschild LLP

Bill is a partner at Fox Rothschild LLP. Bill represents architecture, landscape architecture, engineering, environmental design and other professional services firms nationwide. Bill is considered by his clients as a go-to source for strategic counsel regarding transition planning, including management buy outs, ESOPs and mergers and acquisitions. For more than 25 years, he has helped develop ownership transition programs for leading professional service firms and speaks extensively on the topic. Bill co-authored the section on ownership transition in “Architect's Essentials of Starting, Assessing and Transitioning a Design Firm,” published by John Wiley and Sons and the American Institute of Architects.


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Mark W. Rios, FASLA, FAIA

Founding Partner
Rios Clementi Hale Studios

Mark founded Rios Clementi Hale Studios (formerly Rios Associates), a Los Angeles-based firm of 125 employees, with a vision to imagine, design and build complete environments. Under his leadership, the firm developed an international reputation for its groundbreaking multidisciplinary approach to all its commissions. By creating an environment where colleagues are free to draw from any number of design influences, Mark has propelled the firm beyond the borders of architecture and landscape architecture to incorporate interior, graphic, and product design, branding, and urban planning. Mark served as Chairman of the Landscape Architecture Program at the University of Southern California (01-07').


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David Bourke

Co-President & CEO
Interior Architects

David Bourke is Co-President / CEO at IA Interior Architects (IA) and has over 35 years of experience in the design and construction industry, playing a leading role in building design practices. Mr. Bourke is responsible for the firm’s financial performance, culture, growth both geographically and in new markets as well as firm-wide direction. A graduate of Trinity College in Dublin, Ireland, Mr. Bourke holds a Bachelor of Science Degree in Business Management and is a member of CoreNet Global, and the Industrial Asset Management Council. In 2015 he was awarded the Corenet Service Provider Leadership Award.


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Brian G. Belisle

Fox Rothschild LLP


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MON-C05 - Ownership Transition: Build Teams, Not Walls

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