Webinar: Business Planning & Management Basics for Small Firm Architects (4 AIA LUs|Elective)

Dec 17, 2021 12PM EST - 4PM EST

$75 Registration Fee

In this four-hour workshop, we will explore strategies for business planning and effective management within an environment of unpredictability, including case studies illustrating best practices. 

Leading a design firm offers a variety of unique challenges and opportunities. An unpredictable business environment and quickening pace of change requires firm owners to adapt, but how can firm owners proactively prepare for growth in uncertain times? 

We'll begin by addressing why planning is critical to the success of your small architecture firm; specifically covering basic business plan components, where to begin, and the importance of connecting purpose, finance, marketing, and operations.

The planning overview will be followed by deeper dives into consistent action planning for marketing and business development, finance and operations, and leadership. Between the last two topics covered, we'll host a networking session where participants can discuss their experiences and learn about best practices from their colleagues in a topical "break-out room" format facilitated by CVG subject experts.

All planning and management elements covered will focus on creating actionable steps for small firm leaders, so that your business plan can be used to guide long and short-term strategy and implementation.

AGENDA

Hour One: Business Planning Overview; Questions: Survey Poll

Hour Two: Poll Results; Financial and Operations Management Basics; Questions

Short Break

Hour Three: Marketing and Business Development Basics; Questions; Topic Forum Directions

Hour Four: Four Topical Break-out Groups convened by CVG experts - Leadership/Staff Management, Marketing, Business Development, Finance and Operations, followed by Full Group Debrief and Conclusion.

LEARNING OBJECTIVES

Learning Objective 1
Explore strategies for business planning and day-to-day firm management within an environment of unpredictability, including case studies & best practices.

Learning Objective 2
Understand basic business components including the interconnection between purpose, finance, marketing, & operations.

Learning Objective 3
Share knowledge with colleagues with the goal of learning new tools and discussing best practices.

Learning Objective 4
Examine firm leadership's role in defining mission and vision -- and using these values to intentionally shape firm culture.

CVG PRESENTERS

Todd Reding, President and CEO
Rena M. Klein, FAIA, V.P. of Investment Partnerships
Emily Hall, V.P. of Marketing
Xylia Buros, Director of Marketing

AIA Continuing Education Logo
 

AIA Continuing Education Provider
Practice of Architecture
Provider No. 404109620
Approved Course No. 1
This course is 4 LU|Elective

AIA CES PROVIDER STATEMENT

CVG is a registered provider of AIA-approved continuing education under Provider Number 404109620. All registered AIA CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider or this learning program may be sent to AIA CES (cessupport@aia.org or (800) AIA 3837, Option 3).

This learning program is registered with AIA CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product.

AIA continuing education credit has been reviewed and approved by AIA CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

CANCELLATION POLICY

If you are unable to attend a webinar, you must send a notice of cancellation to sarah@charrettevg.com at least three business days prior to the event date in order to receive a full refund. Late cancellations will be charged in full.

ATTENDANCE POLICY

In order to receive CEU credit for the specified Learning Units (LUs), attendees must: 

  • Attend at least 50 minutes per 1 hour webinar

  • Complete the post-session evaluation providing their AIA member number

Certificates of completion will be provided to attendees upon request.

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CVG in ArchDaily: Learn To Adopt a Whole-Systems Approach to Business Planning