| Program Title |
|
Organization, Event,
Location, Date, Speaker |
| Firm Ownership Trends |
|
AEBL Step Up to Leadership Program, Denver, CO, June 17-18, 2010
Colvin Matheson, Matheson Financial Advisors |
| Maximizing Your Marketing & Business Development ROI |
|
AIA 2010 National Convention, Miami, FL, June 10-12, 2010
Rich Friedman, Friedman & Partners |
| Practice Management 102: Success Beyond the Basics |
|
AIA 2010 National Convention, Miami, FL, June 9, 2010
Ray Kogan, Kogan & Company |
| The Firm of the Future: Big Picture Trends Shaping the Future of Design Firms |
|
AIA|DC Lecture, Washington, DC, April 29, 2010
Ray Kogan, Kogan & Company |
| Ownership Transition: Is an ESOP Right for You? |
|
American Council of Engineering Companies (ACEC), Annual Convention, Washington, DC, April 28, 2010
David Cohen, Matheson Financial Advisors |
| Scenario Planning: Preparing to Thrive in a Different Tomorrow |
|
American Council of Engineering Companies (ACEC), Annual Convention, Washington, DC, April 26, 2010
Ray Kogan, Kogan & Company |
| Maximizing the Investment Value in Your Business |
|
ACEC/VA Emerging Leaders Institute, Richmond, VA, April 15-16, 2010
Colvin Matheson, Matheson Financial Advisors |
| The Firm of the Future: Big Picture Trends Shaping the Future of Design Firms |
|
AIA Columbus Annual Meeting, Columbus, OH, October 21, 2009
Ray Kogan, Kogan & Company |
| The Firm of the Future: Big Picture Trends Shaping the Future of Engineering Firms |
|
ACEC National Fall Conference, Palm Springs, CA, October 9, 2009
Ray Kogan, Kogan & Company |
| Firm Ownership Trends |
|
Association of AE Business Leaders
“Step up to Leadership” Workshop, Research Triangle, NC, October 8-9, 2009
Colvin Matheson, Matheson Financial Advisors |
Marketing Planning and Budgeting: for Good Times and Bad
The Death of ‘Old School’ Business Development: What Your Future Leaders Need to Know |
|
SMPS Wichita Chapter September Meeting, Wichita, KS, September 29, 2009
Rich Friedman, Friedman & Partners |
| The Firm of the Future: Big Picture Trends Shaping the Future of Design Firms |
|
AIA National Practice Management Conference “Changing Times | Times for Change” Chicago, IL, September 24-26, 2009
Ray Kogan, Kogan & Company |
| The Power of ‘We’: Engaging Architects in Business Development |
|
AIA Kansas Chapter, Overland Park, KS, September 24-25, 2009
Rich Friedman, Friedman & Partners |
| Designing Your Firm: Strategic Planning Tips, Tricks, and Traps |
|
ACEC Virginia Leadership Training Institute, Richmond, VA, September 22, 2009
Ray Kogan, Kogan & Company |
| Maximizing Your Marketing and Business Development ROI in a Down Economy |
|
Construction Financial Management Association (CFMA) of Massachusetts, Needham, MA, September 3, 2009
Rich Friedman, Friedman & Partners |
| Standard Form Agreements for Integrated Project Delivery |
|
Stagnito Media, 2009 Integrated Project Delivery Conference, Boston, MA, August 20, 2009
Suzanne Harness, Harness Project Solutions |
| Surviving and Thriving Through Today’s Economy |
|
AIA Tennessee 2009 Annual Convention, Knoxville, TN, July 29, 2009
Ray Kogan, Kogan & Company |
| Maximizing Business Development Return-on-Investment: Engendering Top-Down Support |
|
Society for Marketing Professional Services (SMPS) National Conference, Las Vegas, NV, July 17, 2009
Rich Friedman, Friedman & Partners |
| Contracting for Integrated Project Delivery |
|
Victor O. Schinnerer & Company, Inc., Annual Meeting of Invited Attorneys, St. Petersburg, FL, May 20-22, 2009
Suzanne Harness, Harness Project Solutions |
| Strategic Thinking and Visionary Leadership (co-presenter) |
|
ACEC Illinois Senior Leadership Program, Chicago, IL, May 13, 2009
Ray Kogan, Kogan & Company |
| Spending Your Market Intelligence Dollars Wisely |
|
Society for Marketing Professional Services (SMPS) Florida Regional Conference, Sarasota, FL, May 7, 2009
Rich Friedman, Friedman & Partners |
| Maximizing Your Marketing & Business Development ROI |
|
Association of AE Business Leaders
“Step up to Leadership” Workshop, Canandaigua, NY, May 4-5, 2009
Rich Friedman, Friedman & Partners |
| Firm Ownership Trends |
|
Association of AE Business Leaders
“Step up to Leadership” Workshop, Canandaigua, NY, May 4-5, 2009
Colvin Matheson, Matheson Financial Advisors |
| The Firm of the Future: Big Picture Trends Shaping the Future of Design Firms |
|
AIA 2009 National Convention, San Francisco, CA, April 30-May 2, 2009
Ray Kogan, Kogan & Company |
| Finance and Business Management for a Design Firm: Introduction to Accounting |
|
AIA National Convention, Pre-convention workshop, San Francisco, CA, April 29, 2009
David Cohen, Matheson Financial Advisors |
| Industry Consolidation: Is the Party Over or is the Invitation List More Selective? |
|
ACEC Spring Convention, Washington, DC, April 28, 2009
Colvin Matheson, Matheson Financial Advisors |
| What is the Right Value for Your Firm? |
|
ACEC Online Seminar for ACEC National Events, online, March 31, 2009, 1:30pm - 3:30pm (EST)
David Cohen, Matheson Financial Advisors |
Business Development Strategies for Technical Professionals |
|
ACEC Massachusetts Emerging Leaders Program, Boston, MA, March 31, 2009
Rich Friedman, Friedman & Partners |
| Firm Ownership Trends |
|
Association of AE Business Leaders
“Step up to Leadership” Workshop, Denver, CO., March 26-27, 2009
Colvin Matheson, Matheson Financial Advisors |
| Maximizing Your Marketing & Business Development ROI |
|
Association of AE Business Leaders “Step up to Leadership” Workshop, Denver, CO, March 26, 2009
Rich Friedman, Friedman & Partners |
| Business Finance |
|
ACEC’s Business of Design Consulting: Managing to Succeed in a Challenging Economic Environment, Orlando, FL, March 25-28, 2009
David Cohen, Matheson Financial Advisors |
| The Power of “We:” Engaging Technical Staff in Business Development |
|
Society for Marketing Professional Services (SMPS) Wisconsin Chapter, Milwaukee, WI, March 19, 2009
Rich Friedman, Friedman & Partners |
| Marketing Planning: For Good Times and Bad |
|
Society for Marketing Professional Services (SMPS) Houston Chapter, Houston, TX, February 10, 2009
Ray Kogan, Kogan & Company |
| Firm Ownership Trends |
|
Association of AE Business Leaders
“Step up to Leadership” Workshop, San Francisco, CA., February 5-6, 2009
Colvin Matheson, Matheson Financial Advisors |
| Valuation and Merger & Acquisitions in Engineering/Survey Firms |
|
PA Society of Land Surveyors Annual Meeting, Hershey, PA, January 26, 2009
Colvin Matheson, Matheson Financial Advisors |
Connecting the Dots to Shareholder Value
and
Are ESOPs Right for You? |
|
Build Boston 2008, Boston, MA, November 19, 2008
David Cohen, Matheson Financial Advisors |
| What is the Right Value for Your Firm? |
|
ACEC, Montreal, Canada, October 19-22, 2008
David Cohen, Matheson Financial Advisors |
| Seminar on Overall Business Management and Running an Engineering Firm |
|
ACEC-Engineering Future Leaders, Chicago, IL, October 3-4, 2008
David Cohen, Matheson Financial Advisors |
| Engineering Future Leaders- The People Side |
|
ACEC, Chicago, IL, October 3, 2008
Barbara Irwin, HR Advisors Group |
| Marketing Planning: for Good Times and Bad |
|
Society for Marketing Professional Services (SMPS) Houston Chapter,
Houston, TX, October 1, 2008
Rich Friedman, Friedman & Partners |
| Newest Methods for Managing Your Business Better |
|
ACEC Business of Design Consulting, San Antonio, TX, September 25, 2008
Colvin Matheson, Matheson Financial Advisors |
| Millenials Tell Us What Makes a Firm “Best” |
|
ZweigWhite 2008 Best Firms to Work For Summit, September 18-19, 2008
Barbara Irwin, HR Advisors Group |
| Getting Deals Done in Today’s Challenging Market |
|
ACEC Institute for Business Management Online Seminar, September 18, 2008
Colvin Matheson, Matheson Financial Advisors |
| Leadership Continuity and the Future of Your Firm |
|
CNA Schinnerer Large Firms Conference,
Wintergreen Resort, VA, September 17, 2008
Ray Kogan, Kogan & Company |
| Mergers & Acquisitions: Improving Your Odds |
|
AIA, Chicago, IL, September 17, 2008
Colvin Matheson, Matheson Financial Advisors |
| Industry M&A Market |
|
ACEC Finance Forum, Chicago, IL, September 16, 2008
Colvin Matheson, Matheson Financial Advisors |
| Leveraging Strategic Planning for Your Firm |
|
ACEC Finance Forum, Chicago, IL, September 15, 2008
Ray Kogan, Kogan & Company |
| A/E/C Industry Best Practices: Maximizing Your Marketing and Business Development ROI |
|
Legal Marketing Association Annual Conference, Alexandria, VA, June 20, 2008
Rich Friedman, Friedman & Partners |
| The Engineering Firm of the 21st Century: Best Practices |
|
ACEC’s Business of Design Consulting, Washington, DC, June 19, 2008
Colvin Matheson, Matheson Financial Advisors |
| Good Governance Practices |
|
PSMA California Executive Workshop, San Francisco, May 21, 2008
Kathryn Sprankle, Sprankle Leadership |
| We the Young People |
|
AIA 2008 National Convention, May 17, 2008
Barbara Irwin, HR Advisors Group |
| The Death of the Cold Call: How Technology is Revolutionizing Marketing & Business Development |
|
Society for Marketing Professional Services (SMPS) Northeast Regional Conference, Providence, RI, May 8, 2008
Rich Friedman, Friedman & Partners |
| Future Leaders Focus- A study of the needs and priorities of Young Design Professionals |
|
2008 ACEC Annual Convention and Legislative Conference, April 28, 2008
Barbara Irwin, HR Advisors Group |
| Designing a Sustainable Firm for the Future |
|
2008 ACEC Annual Convention, April 28, 2008
Ray Kogan, Kogan & Company (co-presenter) |
| Big Picture Thinking: The Firm of the Future |
|
Selvaggio, Teske and Associates, All Ohio Convocation, Columbus, OH, April 24, 2008
Ray Kogan, Kogan & Company |
| Aging Workforce; Career Development for Engineers |
|
2008 NSPE HR Roundtable, April 9-11, 2008
Barbara Irwin, HR Advisors Group |
| Designing Your Firm: Strategic Planning Tips, Tricks & Traps |
|
AIA Miami, Design Technology Exposition 2008, February 29, 2008
Ray Kogan, Kogan & Company |
| Trends in Training and Development |
|
ACEC – Maryland HR Roundtable, January 8, 2008
Barbara Irwin, HR Advisors Group |
