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Sessions for Small Firms | Firm Ownership Transition: Planning for Success

This is the second of three Sessions for Small Firms offered in 2019.

FIRM OWNERSHIP TRANSITION: PLANNING FOR SUCCESS

How do firms succeed in transitioning ownership and leadership? What options are available to a firm founder who is approaching retirement? How can internal transition be made attractive and affordable? How can successors truly leverage the knowledge and connections of the founder? We will explore these questions and others with case studies and interactive scenarios, including how to manage the risk inherent in change. This highly interactive seminar will include participatory exercises and ample time for questions and knowledge sharing with colleagues.

Intended Audience: Those interested in ownership and leadership transition, especially small firm and mid-size firm practitioners.


SESSION COST

Prices increased 15% after the early bird deadline on October 14, 2019.

Includes 4 LU, breakfast, coffee + light refreshments

$151 – AIA Members + Government Employees
$93 – Assoc. Members
$265 – Non-Members
$35 – Students + Scholarships

Click here to join the waitlist
Firm Ownership Transition registration is now full, please join the wait list. We will contact you if spots become available.

Stay tuned for more information about additional Sessions for Small Firms offered in 2019.


LEARNING OBJECTIVES

  1. Discover the importance of advance planning, setting goals, and understanding preferred outcomes for ownership transition.
  2. Understand options for ownership transition depending on time frame to retirement and openness to sharing leadership and authority.
  3. Learn how to structure the financial aspects of ownership transition to make it attractive and affordable in internal successors.
  4. Explore best practices for identifying the right potential successors and how to create a framework for partnership agreements.

SCHEDULE

Wednesday, October 23, 2019 | 8:00am – 12:45pm
Pacific Tower, Suite 110 | 1200 12th Ave. S., Seattle, WA 98144

  • 8:00 AM Registration with coffee + light breakfast
  • 8:30 AM Program begins
  • 12:45 PM Program ends

PRESENTERS

In-person presenter + facilitator:  Rena M. Klein, FAIA is a nationally recognized expert in small firm practice and author of The Architect’s Guide to Small Firm Management. With 20 years of experience as the owner of a small architecture firm, and over 15 years as a consultant and educator, Rena brings a special understanding of design firms managed by entrepreneurial architects. Rena served as executive editor of AIA’s The Architect’s Handbook of Professional Practice, 15th edition and is past-chair of the national Advisory Group for the AIA Practice Management Knowledge Community.

Remote presenter:  Michael Strogoff, FAIA, of Strogoff Consulting, Inc. and aecKnowledge, provides project delivery, practice management, negotiations, strategic marketing, and leadership consulting services. His advice and training is based on his thirteen years as a managing partner of a 40-person architectural firm, fourteen years of management consulting, and his extensive study of business practices. Michael has counseled and worked with over 140 design firms and has provided in-firm training to architects throughout the United States. Through this consulting, he offers seminar participants firsthand knowledge of how a wide variety of architectural firms operate—the good and the bad—and understanding of the challenges the architectural industry faces.

All speakers subject to change.


Registration or Credit Questions?
Contact Zoe Guckenheimer, Program & Project Coordinator at AIA Seattle

Program Questions?
Contact Cassie Blair, Professional Programs Manager at AIA Seattle

Sponsorship Questions?
Contact Kimber Leblicq, Managing Director at AIA Seattle

Details

Date
October 23
Time
8:00 am - 12:45 pm
Event Price
$30 - $230
Class Credit
4 LU

Organizer

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

Venue

Pacific Tower
1200 12th Ave S
Seattle, WA 98144 United States
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