Resources

Cash flow management is critical to the long-term stability of AEC firms and plays a key role in end-of-year tax planning. For small to mid-size practices, forecasting cash flow can be the difference between resilience and vulnerability. This session introduces a simple, practical model for cash flow forecasting that supports EOY tax planning, with strategies to track cash flow, anticipate shortfalls, and align financial decisions with firm growth and tax responsibilities. Through live demonstrations of forecasting and tax planning spreadsheets, attendees will gain actionable insights to strengthen their financial foundation and ensure sustainable practice management.

If you’re a leader at an A&E firm, chances are you’re doing great work, but getting paid too little for it. This webinar will show you why traditional pricing models (like hourly billing or percentage-of-construction) often reward inefficiency and undercut your true value.

In just 50 minutes, you'll discover a better way to price your services. One that reflects your firm's expertise, improves margins, and positions you to win more of the right projects. Whether you're shaping strategy, managing growth, or leading client negotiations, this session will give you the tools to stop competing on price and start charging for value.

Part 10 of the ‘Blueprint for Success’ Masterclass Series

Though it may seem aspirational, your AE firm's core values and mission can define the trajectory of your firm. Are your clients aligned with YOUR story? In this session led by Douglas Teiger, FAIA, we'll embark on a journey to sculpt a value-centric practice that resonates with your identity. Discover a step-by-step process to define your firm's core values and craft mission-vision statements that reflect your biggest goals. Additionally, we’ll explore the power of an analyzer tool that confirms if your employees, clients, and projects are harmoniously aligned with your core values.  

Join us for this enlightening session and unlock the tools and techniques to forge an AE practice that thrives on its core values and your highest vision. By the end of this session, you'll possess the knowledge and tools to create alignment, purpose, and success in your firm. 

Projects are the core of your architecture or engineering firm. Not only do they generate profits, but they are also at the center of your firm’s business operations. As such, doing everything you can to ensure their success should be one of your top priorities.  

Key performance indicators (KPIs) track project success by measuring how your projects (or team, clients, and so on) are performing. Because each architecture and engineering firm has different goals and ways of working, your vital KPIs will vary from project to project.  

Within the world of project performance and finance, certain KPIs should always be used to monitor and improve your success.  

Part 11 of the ‘Blueprint for Success’ Masterclass Series

Join Douglas Teiger, FAIA, for this game-changing session, where AE leaders discover the financial secrets hidden within strategic planning. In this session, Douglas gives a simple breakdown of the strategic planning process, providing a roadmap for development. He dives into the 'who, what, when, where, and how' of strategic planning, making it accessible and actionable. Moreover, he shows you how to identify and leverage essential Key Performance Indicators that will transform your strategic plan into a financial powerhouse, setting your firm on the path to prosperity for years to come. 

Culled from experiences working with more than 3,000 AE firms over 25 years, this session will examine the seven common denominators of every successful firm. Success comes in many flavors. For some, it’s money; for others, it is peer recognition, awards, or fame; for most of us, it’s having access to challenging or exciting projects.  

Regardless of how you measure success, by adopting these Seven Pillars you will create the framework from which you and every member of your firm can achieve their professional goals. 

By implementing best practices from strategic design thinking to leveraging technology, you can save time and reduce stress while getting back to focusing on the creative work that led you to start your firm in the first place. Download for free. 

Architecture is changing. Competition is growing. And firm leaders are under more pressure than ever to make the right decisions. Whether it’s iterating on the best design solution for your clients or designing your firm’s operations to consistently be profitable, owners need clarity to lead with confidence. That clarity starts with understanding how your firm is really performing—and how it compares to the rest of the industry.