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A Roadmap for AE Firms: Financial Management, Growth and Succession Planning

The global financial crisis has hit the architecture and engineering industry extremely hard. This webcast provides AE firms with a roadmap to help navigate the road to recovery.

The journey — and the focus of this webcast — begins with the financial systems and practices you adopt today. We aren’t referring to timesheets and invoices but rather best practices that make achieving and maintaining high profit margins easier as well as position firms to take advantage of growth opportunities.

We’ve asked two of the industry’s foremost experts to share their expert opinions:

  • Ian Rusk, partner at Rusk O’Brien Gido + Partners, looks at financial and business management
    through the lens of ownership succession planning. With many firms exploring ownership transition, there’s a systematic methodology Rusk O’Brien Gido + Partners uses to evaluate the available options, determine stock valuation, and ultimately test the feasibility of each option. Ian will share the key considerations that help ensure successful transition outcomes.
  • Dave Sullivan, partner and head of the AE practice at DiCicco, Gulman & Company, looks at the impact of financial management practices as they relate to three issues he consistently encounters: Revenue recognition, project management and budgeting.

The webcast is moderated by Deltek’s Bob Stalilonis. For more than 20 years, Bob has consulted with AE firms to align technology and processes with business success.

DiCicco ROG Partners

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