Webinar: Ownership Transition for Small Firm Architects (1 AIA LU|Elective)

Dec 14, 2021 12PM EST - 1PM EST

$10 Registration Fee

How do firms succeed in transitioning ownership and leadership? When should firm leaders begin thinking about ownership transition, and what options are available to firm founders approaching retirement? How can successors truly leverage the knowledge and connections of the founder?  

Join Rena M. Klein, FAIA, Vice President of Investment Partnerships at CVG, and Michael Lassel, Founder of Lassel Architects, to explore these questions and others with case studies, including how to create a framework for successful partnerships.

Learning Objective 1
Discover the importance of setting goals and understanding preferred outcomes in planning for ownership transition.

Learning Objective 2
Understand options for ownership transition pathways depending on timeframe to retirement and openness to sharing leadership.

Learning Objective 3
Explore best practices for identifying the right person to be a successor and how to create a framework for a partnership agreement.

Learning Objective 4
Learn the framework of financial metrics for determining return on investment for the retiring firm owner and the new owner in an internal ownership transfer.

PRESENTERS
Rena M. Klein, FAIA, V.P. of Investment Partnerships, CVG
Michael W. Lassel, Founder & Principal Architect, AIA, LEED AP, Lassel Architects

AIA Continuing Education Provider
Practice of Architecture
Provider No. 404109620
Approved Course No. 3
This course is 1 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.