Strategic Resource
Management Roundtable

Hosted by CESO VP Zach Freshner & Mosaic CEO John Meyer
October 23, 2025 | 5:30 – 8:30 pm CT | Prime & Provisions Steakhouse

"It’s time to take control over your projects and business operations."
Richard Unterthiner
Richard Unterthiner

Strategic Resource
Management Roundtable

Hosted by Matthew Onken, Director at Lionakis & Mosaic CEO John Meyer

November 13, 2025 | Bay Area | Executive Roundtable & Networking Happy Hour

"We needed a way to plan like one firm, not six offices."

Unlocking Growth Through Connected Teams

At this exclusive executive roundtable, leaders from Lionakis and Mosaic will explore how cross-office collaboration can fuel scalable, profitable growth, especially for firms expanding through M&A. You’ll hear how Lionakis moved from siloed planning to a centralized system that connects talent, projects, and opportunity across studios and service lines.

This is a candid conversation designed for executives building the next generation of professional services firms. 

Register for the Executive Roundtable.
Secure your spot at this invite-only event. Limited seating available.

Register for the Executive Roundtable

Secure your spot at this exclusive event. Limited seating available.

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What You’ll Learn

  • Before & After: Lionakis’ Transformation
    How Lionakis evolved from disconnected spreadsheets to a single, visual platform for resource planning.
  • The Power of Connected Studios
    How centralizing planning helped share work across offices and make better use of firmwide capacity.
  • Planning for M&A Growth
    How Lionakis integrates new teams quickly and makes every acquisition more impactful.
  • From Firefighting to Forecasting
    How better visibility leads to smarter hiring, less burnout, and better business decisions.
  • What’s Next
    Lionakis’ strategy for the next 3-5 years and how leaders can scale sustainably through operational clarity

Why Attend

Connect and network with other A&E principles and partners growing their organizations through M&A or regional expansions. 
Hear firsthand how Lionakis unlocked cross-office collaboration after years of spreadsheet chaos.
Learn how Mosaic helped unify teams and enabled the firm to scale across states and studios.
Get actionable insights to take back to your leadership team and connect with peers in a focused, executive-only dinner setting.
Register Now!

Speakers

Matthew Onken

Director, Lionakis

– Led Lionakis’ shift from siloed planning to a unified, firmwide resource management system.

– Operations & IT leader with 20+ years of experience connecting teams, data, and operations for scalable growth.

John Meyer

CEO, Mosaic

– Founder of Mosaic, the resource management platform built for professional services firms

– Advocate for leveraging AI and automation to reimagine firm growth

Event Details

Hosted by 

Date: Thursday, November 13, 2025

Time: 5:30 pm - 8:00 pm PT

Includes: Networking reception + cocktail hour

Space is limited so be sure to RSVP. We look forward to seeing you there!

Register Now!