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LEARNING OFFERINGS MARCH 2022
Logistics Table of Contents
The Principals Academy
03
Project Management for AEC Professionals
04
Leadership Skills for AEC Professionals
05
Elevating Doer-Sellers: Business Develop- ment for AEC Professionals
06
Learn the Language of Business: Financial Operations for AEC Professionals (In-house only)
07
In-House Trainings
08
Zweig Group is an approved Continuing Education pro- vider by the American Institute of Architects (AIA), and the Society for Human Resource Management (SHRM).
Visit our Learning Calendar for the latest open en- rollment opportunities, both virtual and in-person. And connect with us on social media.
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The Principals Academy
The Principals Academy is Zweig Group’s flagship training program encompassing all aspects of man - aging a professional AEC service firm. Elevate your ability to lead and grow your firm with this program designed to inspire and inform existing and emerging AEC firm leaders in key areas of firm management leadership, financial management, recruiting, marketing, business development, and project manage - ment. Learning and networking at this premier event challenges traditional seminar formats and integrates participatory idea exchange led by Zweig Group’s CEO Chad Clinehens, PE, and Zweig Group’s Managing Principal, Jamie Claire Kiser, as well as the firm’s top lineup of advisors. Zweig Group’s leadership team draws from our 30+ years of experience working with AEC firms to teach the latest approaches to managing and operating successful firms – using our comprehensive data set of industry benchmarks and best practices.
Why attend The Principals Academy? • Learn what it takes to be a successful leader in the AEC industry • Hear about industry best practices that the most-successful firms use to stay on top • Gain a broader perspective on AEC firm management • Learn leadership and team-building strategies to share at your firm • Discuss how business planning will help your firm succeed • Explore the fundamentals of sound financial management
Discussion topics include: • What It Means to be A Principal/Owner/Leader • Strategic Business Planning • Driving Financial Results • Marketing Fundamentals • Recruiting & Retention • Leadership for Principals • • • •
Firm Ownership & Transition Basics of Business Development
Mergers & Acquisitions
How to Lead a Successful Firm
• Tax Strategies to Improve Your Bottom Line
Who should attend: •
AEC C-suite & firm owners • Experienced principals looking to enhance their knowledge • Legal, accounting, insurance, consulting, and advisors specialized in the AEC industry • Emerging firm leaders and recently-named principals • Department, division, and branch managers • Project Managers and senior design/technical staff This seminar offers 12 LU / 12 PDH / 1.2 CEU continuing education credits. Attendees will receive a certificate of completion indicating the number of hours earned at the end of the seminar for self-reporting.
Project Management for AEC Professionals
Project Management for AEC Professionals: A modern training for project managers led by a panel of three experts, backed by proven research on how to best train project managers to be more effective and efficient. Each team member brings their own unique experiences and skills to project teams. Effectively leveraging the talents of your team can optimize team effectiveness. Project Management for AEC Professionals pro - vides people-focused, science and data driven practical skills to help project leaders harness the power of their team, and to create a better client experience. By addressing the most important aspects of any project – the people – this course will provide practical techniques that can be immediately implemented for a positive impact on any AEC team or business. AEC professionals are extensively trained on technical skills and less so on how to manage a team. How- ever, with rapidly evolving technology, increasing fee pressure, multi-generational teams, and many other challenges, effective team leadership in project environments has proven to be the key to excelling in the high-pressure AEC environment. This course will take the guesswork out of leading your team and de- velop project leaders who are equipped with practical, science-backed skills to empower their teams to achieve and surpass their goals. Why this Project Management training? • 94% of attendees would recommend this course to other Project Managers. • 97% of attendees state that the skills learned in this course will help them to better lead their team. • 96% of attendees state that the course helped them develop skills to be a more effective Project Manager. Who should attend: • Anyone looking to take their career to the next level and to elevate the client experience. • Current project management leaders looking to take their performance to the next level • Professionals wanting to enhance their knowledge of project management • Design and technical professionals as well as managers, architects, engineers, planners, scientists, surveyors, and designers • Anyone who aspires to become a project manager in an AEC Firm This seminar offers 6 LU / 6 PDH / 0.6 CEU continuing education credits. Attendees will receive a certificate of completion indicating the number of hours earned at the end of the seminar for self-reporting.
Leadership Skills for AEC Professionals
Leadership Skills for AEC Professionals: Effective leaders motivate their teams to achieve exceptional results, inspire others to be better than they thought possible, and create an environment where their team is focused and working towards a common vision. Zweig Group’s team of management experts – who have extensive experience working with AEC firms providing solutions to the challenges facing AEC firms today – deliver practical solutions that technical professionals can put to work immediately to drive suc - cess in their firms. This program provides AEC professionals with the skills to become more effective leaders and helps at - tendees develop and affirm the leadership skills, strategies, and techniques necessary to grow personally and professionally.
What attendees will learn: • Essential skills for leading high-performing organizations • Enhanced listening and speaking skills • How to lead in a time of crisis • The importance of mentorship and mentoring programs • Strategies for leading effecting change in an organization • How to effectively recruit and retain top talent • The importance of forming daily routines • How to formulate effective decision-making strategies
Discussion topics include:
• Decision Making • Recruiting and Workforce Personalities • Mentoring • Change Management
• Leadership Theory • Leadership Styles & Listening • Public Speaking & Communication • Role of Routine
Who should attend: This course is designed for leaders at all levels with an emphasis on aspiring, emerging, and mid-level leaders. It’s intended to prepare professionals for their increasing roles and responsibilities as team leaders and client managers This seminar offers 12 LU / 12 PDH / 1.2 CEU continuing education credits. Attendees will receive a certificate of completion indicating the number of hours earned at the end of the seminar for self-reporting.
Elevating Doer-Sellers
Elevating Doer-Sellers: Business Development for AEC Professionals e quips professionals in architecture, engineering, planning, and environmental firms to grow the business while serving clients. Elevating Doer-Seller 2022 is hosted by three industry leaders: Chad Clinehens, PE, Dan Williams, PE, and Stephanie Warino, P.G., WV LRS, PMP. This interactive seminar presents business development techniques proven to drive value in your firm. Rooted in data and case studies, Elevating Doer-Sellers focuses on what works in today’s AEC firm utilizing practical and proven techniques that resonate across your organizational chart. “The real life lessons; the breakdown of the business development cycle; the advice from practitioners was all valuable. The training is already making a huge impact on how we write proposals... but most impor- tantly all the steps we can do to drive the intent to purchase and ensure that RFPs come our way first.” • “This training more than met my expectations, it exceeded them. I have a whole new set of vocabulary to help describe how I approach marketing and sales, and the steps I need to take to be successful.” • “It was great to be able to participate remotely, along with professionals from all over the country. The sto- ries and personal experiences were most valuable for me to hear, as a young professional.” Why this course? •
Discussion topics include:
• How high performing individuals and firms approach business development • Drivers of growth in today’s top AEC firms • A practical system of targeting and closing sales • Improving the client experience and building brand loyalty to fill the pipeline with future projects • How to develop winning proposals and presentations Who should attend: • Anyone looking to become a better doer-seller • Project managers looking to looking to maximize the employee experience and the client experience. • Managers and leaders wanting to improve business development in the firm, providing a better fore - cast of future work • Anyone wanting to better understand the business and how to leverage client relationships to elevate their careers This seminar offers 6 LU / 6 PDH / 0.6 CEU continuing education credits. Attendees will receive a certificate of completion indicating the number of hours earned at the end of the seminar for self-reporting.
Learn the Language of Business: Financial Operations
Learn the Language of Business: Financial Operations for AEC Professionals (In-house only): Solid financial management is crucial to the success of any company, and firms in the AEC industry are no exception. This course provides an overview of business financial management – specifically tailored to our industry – to help firm leaders make informed decisions. It was specifically developed to help design and technical professionals become more comfortable dealing with financial management and accounting. Attendees can expect to become better stewards of the company’s resources, and better understand how to lever- age resources and maximize profit.
Discussion topics include:
• Reading and interpreting income statements and balance sheets • Understanding the differences in cash and accrual accounting • What fast-growth and high-profit firms do differently in terms of spending, organization, and operations • Proactive project financial management tips from timesheets to scope creep • Key financial statements and what they demonstrate • Understanding key performance metrics essential to your firm • Strategic cash-flow tips to accelerate collections and control disbursements • Backlog, pipeline, and cash-flow reporting methods • Using benchmarking data to guide firm-wide results • Understanding what drives firm value • The basics and benefits of open-book management Who should attend: AEC professionals seeking to learn financial management best practices AND technical professionals with financial management responsibilities who want to gain a better understanding of the financial factors affecting design-industry firm performance.
This seminar offers up to 6 LU / 6 PDH / 0.6 CEU continuing education credits. Attendees will receive a certificate of completion indicating the number of hours earned at the end of the seminar for self-reporting.
In-House Trainings
Let’s make the most of it.
At Zweig Group, we are devoted to bringing you the best in specialized programs for AEC profession- als. The content we present is focused on the challenges you face. Our faculty are industry experts with firsthand AEC experience, not the business management generalists that often lead similar programs, Our content is based on current research and experience from working directly with AEC firms just like yours. The most effective way to fully leverage our training programs is to customize them to fit your firm’s needs. Zweig Group offers customized versions of all of our highly acclaimed seminars, built around your people, culture, and needs. There is no limit to the number of attendees you can invite. Zweig Group provides all seminar materials to all the attendees. Your firm will provide the venue, and other logistics. You can choose any of the signature courses described in the previous pages, and mix & match the sec- tions to best fit your needs. Continuing education units earned vary by course and the customization re - quested. Most in-house training engagements are one-to-two days long, and typically qualify for LU/PDH or CEU as follows:
• One-day programs: 6 LU/PDH or 0.6 CEU • Two-day programs: 12 LU/PDH or 1.2 CEU
We will kick off all in-house training projects like we do our advisory services, with a conference call to establish overall goals and timelines. Once the schedule is tentatively established, we’ll conduct individ- ual customization consulting sessions with your identified leaders. These consulting sessions will occur approximately 30 to 90 days before the scheduled seminar, and you will have the opportunity to review the final content. Any information you can provide will allow us to further tailor the program to your firm’s culture, systems, and processes. The process.
Let’s get started. Contact Chad Clinehens directly to kick start your in-house training cclinehens@zweiggroup.com
Zweig Group Services
Strategic Planning
Ownership Transition
Valuation
We help you develop solid and actionable plans designed with your firm’s unique and nuanced needs at the core of our practice.
Every strategic decision impacts an AEC firm’s value. Understanding where your firm stands in today’s market requires industry expertise.
Firms with strategic plans are 12% more profitable. We get your team thinking strategically.
Mergers & Acquisitions
Marketing & Business Development
Risk Management
We blend industry expertise and unrivaled visibility for a seamless transaction that is so much more than a “transaction.”
We can help turn your risk from just a liability to an asset and cash profit center.
We develop campaigns to invigorate your brand, differen - tiate your firm and build rela - tionships that drive business to your bottom line.
Education & Training
Executive Search
Survey Findings
The #1 requested benefit from employees is professional devel- opment. We provide all the training your firm needs to grow your people so your firm can grow.
Talent is hard to come by. We put our talented team-and our expansive network-to work for you to identify and secure the greatest assets of any AEC firm.
We provide survey findings on topics ranging from compensation to top performing industry procedures and benefits.
About Zweig Group
Our Vision is simple. ELEVATE THE INDUSTRY.
With industry performance metrics shattering all-time records, there’s never been a better time to be in this profession. There’s also never been a better time to be running an AEC firm – and that’s where Zweig Group can help. With a vision to Elevate the Industry™, Zweig Group’s mission is to be the leaders in driving performance and purpose for the AEC industry. Driven by the latest data and case studies from the highest performing firms in the industry, Zweig Group equips you with the tools and resources you need to be even more successful. Advisory and consulting services – We provide resources for any business management chal - lenge you face. Zweig Group has expert advisors and consultants to help you drive performance and purpose in every area – from board level advisory, to acquisitions, strategy, succession, valu - ation, recruiting, marketing and business development, and beyond – Zweig Group has a team for you. Research, analytics, and reference – Everything from real time data and research on the industry to timeless reference materials for every aspect of your business, including The Zweig Letter - the only weekly management newsletter for leaders in the AEC industry. Training and development – We provide training for every aspect of your firm, targeting nearly every level of the organization from project managers to C-Suites. What sets our learning pro- grams apart is that they are taught by our top advisors who work inside and alongside AEC firms daily. They bring real life data and stories of what really drive performance and purpose in today’s AEC firms. We also offer customized in-house training programs that are custom-tailored to ad - dress your firm’s unique needs. Industry events – We host the annual, highly-acclaimed ElevateAEC Conference, one of the larg - est gatherings of AEC leaders for networking, learning, and celebration. Staying on the pulse of the industry, we also address industry hot topics like mergers & acquisitions and risk management through events like M&A Next Symposium, and AEC Executive Roundtable. Awards and recognition – We have an expansive and highly competitive awards programs aimed at driving performance in firms and celebrating success. This includes the only national “Best Firms To Work For” contest in the AEC industry and the largest employee experience program in North America. ElevateHER ™ - More than a movement, ElevateHER is Zweig Group’s commitment to our vision to Elevate the Industry. It is about the future of the AEC industry and our commitment to embrace, promote, and ensure equal opportunities for everyone in the AEC industry regardless of gender, race, sexual orientation, or ethnicity. Each cohort is a special task force comprised of individuals with a passion to promote equiry, diversity, and inclusion as a means to combat the recruitment and retention challenges in the industry. Each cohort operate as a think tank, developing tangible and actionable strategies to help solve the challenge.
We hope we can help you find new resources to help you drive purpose and performance for you and for your firm. If you have any questions, we are an easy phone call away at 800-466-6275.
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