FOODSERVICE CONSULTANTS SOCIETY INTERNATIONAL (FCSI) SYMPOSIUM

Orlando, FL

January 31, 2023

Finding the Lost Dollars and Increasing Profits

ACEC CALIFORNIA ANNUAL CONFERENCE

Irvine, CA

February 15, 2023

Stop Leaving Money on the Table – 10 Keys to Maximizing Project Revenues

ACEC LOUISIANA BUSINESS FORUM

Baton Rouge, LA

March 9, 2023

Bottom-Up Leadership – Break the Old-School Model in Your Engineering Firm and Create a Relevant and Future-Focused Firm

GEOPROFESSIONAL BUSINESS ASSOCIATION SPRING CONFERENCE

Ponte Verde, FL

April 20-22, 2023

ACEC NATIONAL CONFERENCE

Washington, DC

June 11-14, 2023

SMPS 2023 AMPLIFY A|E|C

Austin, TX

August 9-11, 2023

5 Steps to RAISE Your Value and Your Fees

PAST EVENTS

2022

• ACEC National Fall Conference – Colorado Spring, CO
  Selling on Value Instead of Price
• BQE Webinar
  Selling on Value Instead of Price
• ACEC NY/NJ Bi-State Conference – Westchester, NY
  RAISE Your Value
• GeoProfessional Business Association (GBA) Leadership Series
  RAISE Your Value
• Zweig Elevate Conference, Las Vegas, NV
  RAISE Your Value
• Architect’s Newspaper Webinar
  Cash is King

2021

• ACEC Webinar
  Selling on Value Instead of Price
• ACEC National Fall Conference – Marco Island, FL – Panel Moderator
  Remote Work Strategies
• ACEC Florida Annual Conference
  Selling on Value Instead of Price
• ACEC Webinar
  Stop Leaving Money on the Table – 10 Keys to Maximizing Project Revenues
• Society of Design Administrators (SDA) Annual Conference
  Selling on Value Instead of Price
• ACEC National Conference
  The Key to Project Success: Project Initiation and Project Close-out Best Practices
• ACEC Webinar
  The Key to Project Success: Project Initiation and Project Close-out Best Practices
• American Society of Civil Engineers (ASCE) Nevada
  Bottom-Up Leadership: Break the Old-School Model in Your A&E Firm and Create a Relevant and Future-Focused Firm

2020

• ACEC Webinar
  How to Leverage a CRM System to Increase Sales and Client Retention
• Zweig Elevate Conference
  Bottom-Up Leadership
• ACEC Fall Conference
  Selling on Value Instead of Price
• ACEC Washington
  Selling on Value Instead of Price
• Architecture Success Forum
  Getting Employees to Think (and act) Like Owners
• ACEC Webinar
  10 Ways to Pivot Your Services to be More Resilient
• ACEC Ohio web training
  Cash is King
• ACEC TX web training
  Cash is King
• ACEC TX
  How to Implement Business Processes
• AIA Indiana
  Utilizing CRM Systems
• ACEC Webinar
  Bottom-Up Leadership

2019

• Deltek Insight Conference
  How to Develop and Implement Business Processes
• ACEC Fall Conference
  Disrupt Your A&E Firm
• Society for Design Administration (SDA) Conference
  Disrupt Your A&E Firm
• ACEC Tri-state Conference (NY/NJ/PA)
  Developing Superstar Employees
• Zweig Hot Firm Conference
  How Progressive A&E Leaders Create Higher Profits and Happier Employees
• ACEC Webinar
  Developing Superstar Employees
• Ajera User’s Association (AUA) Annual Conference Keynote
  Leading Organizational Change
• ACEC Conference
  Getting Employees to Think Like Owners
• ACEC Webinar
  Turning Around an Underperforming Team
• ACEC Georgia Business of Engineering Training, Atlanta, GA
  Find the Lost Dollars
• Orlando Business Symposium
  Implementing a Culture of Positive Accountability

2018

• Deltek Insight
  Leading Organizational Change
• GBA Fall Conference, Nashville, TN
  Accountability Workshop
• Chief Executive Network, St. Louis, MO
  Getting Employees to Think Like Owners
• Zweig Hot Firm Conference
  Getting Employees to Think Like Owners
• AEC Next Conference, Anaheim, CA
  Leveraging Systems to Increase Profits
• ACEC Louisiana Annual Conference, Baton Rouge, LA
  Getting Employees and PMs to Think Like Owners
• BQE Webinar
  Increasing Profits with Project Accounting and Marketing Systems
• ACEC National Conference
  Getting More Work from Existing Clients
• ACEC TX Annual Business Conference, Dallas, TX
  Find the Lost Dollars
• ACEC Webinar
  10 Keys to Increasing Utilization

2017

• Urban Engineers Training
  Reduce Scope Creep Lunch and Learn
• NCSEA NC – Asheville, NC
  9 Places Your Firm is Losing Profit
• Deltek Insight, Nashville, TN
  Reduce Scope Creep and Get Paid for Extra Services
• Deltek Insight, Nashville, TN
  10 Keys to Improving Utilization
• GBA Webinar
  Creating a Profitable Culture
• Zweig Hot Firm Conference
  Reduce Scope Creep and Get Paid for Extra Services
• ACEC Webinar
  Leading Organizational Change
• ACEC Fall Conference
  Getting Employees to Think Like Owners
• AIA TX, Waco, TX
  9 Places Your Firm is Losing Profit
• BQE Webinar
  9 Places Your Firm is Losing Profit
• SDA National Conference, Minneapolis, MN
  Getting Employees to Think Like Owners
• AEC Business Solutions Training, Minneapolis, MN
  9 Places Your Firm is Losing Profit
• GBA Spring Conference Keynote
  Leading Organizational Change
• ACEC National Conference, Washington, DC
  Retaining Top Performing Employees with Recognition Programs
• AMR Web Training – Canada
  Do More with Less

2016

• ACEC National Fall Conference
  9 Place A&E Firms Lose Money
• PSMJ Thrive
  Creating a Profitable A&E Firm
• ACEC Webinar
  Getting More Work from Existing Clients
• Zweig Hot Firm Conference
  Creating a Profitable Culture
• ACEC Deep South Annual Conference, Destin, FL
  9 Place Your Firm is Losing Profit
• ACEC Webinar
  Leveraging the 80/20 Rule to Get More Clients
• ACEC Ohio Annual Conference
  Creating a Profitable Culture and Find the Lost Dollars
• IBI Group – April 2016, Houston, TX
  Leading Change to Improve Financial Success and 9 Places Your Firm is Losing Profit
• AEC Executive Network
  Creating a Profitable Culture
• CMAA
  Developing Superstar PMs
• Foster Growth Training Boston
  Profitability Seminar
• PSMJ Thrive
  Holding Employees Accountable
• ACEC Webinar
  3 Steps to Increase Fees Now

2015

• National Socitey of Professional Engineers (NSPR)
  Reduce Scope Creep and Bill for Extra Services
• NCSEA
  Find the Lost Dollars
• GBA
  How to Hold Employees Accountable
• ACEC National Conference, Boston, MA
  Leading Change to Improve Financial Performance
• PSMJ Web Training
  9 Places Your Firm is Losing Profit
• Zweig Hot Firm Conference
  Holding Employees Accountable
• AEC Profitability 2 Day Summit, Vienna, Virginia
  4 topics
• ACEC Webinar
  6 Steps to Increase Profits in A&E Firms
• AIA DC
  Developing Superstar Project Managers
• ACEC Webinar
  Managing Change to Improve Financial Success
• ACEC Webinar
  Developing Superstar Project Managers

2014

• PSMJ A/E/C Industry Summit
  Making Change Happen to Improve Profitability
• Deltek Insight Conference
  Developing A+ Project Managers
• ROG Conference
  Find the Lost Dollars
• DesignDC Conference
  Elevating a Project Manager to a Business Manager
• Business of Architecture
  6 Steps to Increase Profits in Architecture Firms
• ACEC
  Find The Lost Dollars
• Ames & Gough
  Managing Change all the Way to the Winner’s Circle
• Zweig Hot Firm Conference
  Managing Change for Improved Financial Management
• SMPS Uber Conference
  The Marketing Professional as a Strategic Asset

2013

• PSMJ
  Find The Lost Dollars
• ArchEx
  Finding The Lost Dollars
• Deltek Insight Conference
  Finding the Lost Dollars
• Zweig White Hot Firm Conference
  Making a Profit in a Growing A/E Firm
• DesignDC
  Find the Lost Dollars
• SMPS Washington DC area Professional Day
  Marketing Challenges and Opportunities for Today’s A&E Firm
• Design and Construction
  Find The Lost Dollars
• SMPS UBER
  The Marketing Professional as a Strategic Asset

2008 – 2012

• Zweig Hot Firm Conference
  Utilizing Technology to Improve Business Management
• Design and Construction
  Elevating a Project Manager to a Business Manager
• Northern Virginia Technology Council
  Speaker and Panelist on Business Development for Small Businesses
• Commercial Real Estate Women
  Speaking about Client Retention and CRM Best Practices
• AIA DC – Lunch and Learn
  Find the Lost Dollars
• ACEC National Convention
• AIA Virginia
  Project Cost Control