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NEW FROM ZWEIG GROUP ONLINE LEARNING OPPORTUNITIES As many are adjusting to a work-from-home environment, Zweig Group is very excited to offer new online learning options for AEC Professionals. Our highly acclaimed seminars are now available online, so you can learn from where you are and when you want.

OWNERSHIP TRANSITION IN THE AEC INDUSTRY Zweig Group examines the ever-complex environment of ownership transition in an AEC firm. The presentation covers a range of topics, giving attendees a new view of ownership transition and how an effective plan can be put into place. Whether the attendees are young, up and coming project architects/engineers/scientists or principals looking at their impending transition, the content gives everyone an introspective view of their career.

PDH/LU: 1 Price: $49


THE PRINCIPALS ACADEMY This virtual seminar includes the same great content that is taught during Zweig Group’s in-person The Principals Academy seminar which has trained more than 800 attendees in the last five years. Zweig Group’s flagship training program encompasses all aspects of managing 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 management.

PDH/LU: 12 Price: $999



walks through the presentation and animation details, the agenda, the start and end time, the participant feedback process, and she comments on what she sees and hears, which helps with the details like voice inflection before we “go live” and embarrass ourselves to the two people who show up to one of my accounting seminars. ❚ ❚ Create a PDF or image of the “ground rules” for the panel so the participants can read over the topics as they join the meeting, since some people hop on earlier or later in the conversation. The ground rules, such as how to ask questions during the panel, how to follow up for more information, muting yourself except when speaking, etc., should not just be displayed right at the launch, but ideally available in a “waiting room” or otherwise visible throughout the meeting. To really nail the details, brand the ground rules with a “thank you to our sponsors” to maximize visibility for the sponsors of the conversation. ❚ ❚ For presentations with slides, moderators need to get these in advance. You never know when an errant shih-tzu, in my case, may lose their aforementioned “shih,” or when your internet may be uncooperative. Knowing that a moderator is fully armed with my content is one less weight on my shoulders as a very frequent presenter who hates presenting. This protocol also ensures a set of fresh eyes on your content for the kind of typos you don’t notice until you’re preserved for all time like an insect in the amber that is a recorded Zoom meeting. ❚ ❚ My last tip is to have a moderator who is aware of the end time of a conversation. As a panelist, I feel obligated to prioritize the conversation I am having, and I just hate to wrap up the meeting, even when I am over-committed. Giving the moderator true insight into your schedule (“I can stay until noon, but I’ll be missing a weekly touchpoint call that starts 15 minutes before that”) is an expectation we need to set for the panelists we invite into our discussions. I try to carve out hold times on my public calendar to prepare for and calm down after panel conference calls if possible (to be direct: I have to rock back and forth after public speaking for at least five minutes before picking my day up). The panel itself was on the topic of “diversity, inclusion and equity: beyond the buzzwords” – rest assured that I will dive more into the takeaways from this conversation in another article. For now, and as we work toward planning a virtual conference, it seems important to capture the things I’ve learned so far as a virtual panelist. JAMIE CLAIRE KISER is managing principal and director of advisory services at Zweig Group. Contact her at

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