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Beyond Intuition: Financial Management for Small Firm Architects

In this 3-part Small Firm Workshop Series, Rena M. Klein and her colleagues at Charrette Venture Group will offer foundational knowledge, strategies, tools and resources for successful small firm management. Ideal for small firm architects and owners, these highly interactive half-day sessions will include informative presentations, case study examples, workshop activities and ample time for peer-to-peer discussion.

SESSION 3: Beyond Intuition: Financial Management for Small Firm Architects

As a financial management tool, intuition has its limitations. While most small firm owners have a good sense of what’s happening at their firms, operational indicators such as cash flow shortages or mounting receivables don’t tell the whole story. Strategic decisions including hiring and moving to a larger office require understanding of financial trends on both a macro and micro level. In this highly interactive workshop, participants will learn how to tell if their firm is being profitable, how to determine billing rates, and to use financial scenario planning tools.

SINGLE SESSION COST

$136 – AIA Members + Government Employees + Partners
$79 – Assoc. Members
$246 – Non-Members
$23 – Students + Scholarships


*Individual Session Registration for Session 3 Only* Registration deadline is October 15.  

SESSION LEARNING OBJECTIVES

  • Discuss the critical tools, strategies and knowledge necessary for successful small firm management
  • Understand the limitations of operational indicators as a way of telling the whole financial story
  • Deepen knowledge of financial trends—both macro and micro levels—in order to strengthen financial decision making
  • Discern indicators of profitability over time, and accurately determine billing rates using financial scenario planning tools

SESSION SPEAKERS

Rena Klein FAIA | VP of Investment Partnerships

All speakers subject to change

SERIES DATES

Sessions 1-3: Wednesdays, 8:00 am – 12:45 pm at MG2

April 18, 2018 – Best Laid Plans: Business Planning for Small Firm Architects
July 18, 2018 – Marketing and Business Development Basics for Small Firm Architects
October 17, 2018 – Beyond Intuition: Financial Management for Small Firm Architects

 


SPECIAL THANKS TO THE CHARRETTE VENTURE GROUP AND OUR SMALL FIRM SERIES SPONSORS:


Program Questions?
Contact AIA Seattle Program Manager Cassie Blair.

Registration and Credit Questions?
Contact AIA Seattle Volunteer Hospitality Missy Garvin.

Sponsorship Questions?
Contact AIA Seattle Managing Director Kimber Leblicq.

Details

Date
October 17
Time
8:00 am - 12:45 pm
Event Price
$60 - $642
Class Credit
4 LU

Organizer

AIA Seattle
Phone
(206) 448-4938
Website
www.aiaseattle.org

Venue

MG2
1101 Second AVE
Seattle, 98101
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