Managing a growing design firm offers a variety of unique challenges and opportunities. An unpredictable business environment and a quickening pace of change requires firm leadership to adapt, but how can we proactively prepare for growth in uncertain times? Rena Klein, FAIA, Senior Partner | CVG and Valerie Puchades, CPSM, Director of Strategic Planning | CVG will demystify the business planning process. In this free event, each attendee will learn how to develop their own business plan outline in this interactive seminar and leave with a business planning handout, so you can leave inspired, organized, and one step ahead of the competition! After the event, please join us for happy hour from 5:30pm - 7:00pm

Learning Outcomes:

1. Explore strategies for business planning within an environment of unpredictability.

2. Understand basic business plan components including the interconnection between purpose, finance, marketing, & operations.

3. Learn how to use critical tools and processes for successful firm business planning.

4. Gain the ability to develop an outline for your own firm’s business plan.

This event will be worth 1.5 CEU credits.

Rena Klein, FAIA, Senior Partner | CVG
Rena, author of “The Architect’s Guide to Small Firm Management” (Wiley, 2010) has 20 years of experience as the owner of a small architecture firm, and over 15 years as a consultant and educator. Rena served as executive editor of AIA’s The Architect’s Handbook of Professional Practice, 15th edition (Wiley 2013) and is past-chair of the National Advisory Group for the AIA Practice Management Knowledge Community.

Valerie Puchades, CPSM, Director of Strategic Planning | CVG
Valerie has over 20 years of experience helping A/E/C firms set goals and develop holistic plans to reach new business heights. She is a Certified Professional Services Marketer (CPSM) and an active member of the Society for Marketing Professional Services (SMPS) serving as Past President and a recipient of the SMPS Boston Marketer of the Year award.