Register Now for Our Upcoming Small Firm Series

In this 3-part Small Firm Series, Rena M. Klein and her colleagues at Charrette Venture Group will share fundamental knowledge, strategies, tools, and resources for successful small firm adaptation and transformation. Tailored to the needs and interests of small firm practitioners, these interactive half-day sessions will include compelling presentations, case study features, workshop activities, and ample time for peer-to-peer discussion. Both full series registration and single-session registration are available.

Join us in-person on July 6, and online September 7 and December 7 for AIA Seattle’s highly-interactive 2022 Small Firm Series. Register for the full series to maximize and build upon your learning (12 AIA LU), or register for a single session for a more tailored focus (4 AIA LU each). Space is limited to 60 total registrants per session. 


SESSION DATES + A LA CARTE REGISTRATION

Session 1 | Stabilize Your Small Firm with Strategic Business Planning
July 6, 2022 // IN-PERSON at  MG2 ( 1101 2nd Ave #100, Seattle, WA  98101) // 9:00am-1:00pm PT // Class Credit: 4 LU

  • Rena M. Klein, FAIA | Partner, Charrette Venture Group
  • Lucas Gray, Assoc. AIA |  Senior Management Consultant, Charrette Venture Group

Registration has closed.

Session 2 | Effective Strategies for Advancing Emerging Leaders and Transitioning Ownership 
September 7, 2022 // ONLINE // 9:00am-1:00pm PT // Class Credit: 4 LU

  • Rena M. Klein, FAIA | Partner, Charrette Venture Group
  • Sun Joo Kim | Senior Management Consultant, Charrette Venture Group

Session 3 | Operations and Design: New Approaches to Old Ways of Working 
December 7, 2022 //  ONLINE // 9:00am-1:00pm PT // Class Credit: 4 LU

  • Sun Joo Kim | Senior Management Consultant, Charrette Venture Group
  • Lucas Gray, Assoc. AIA |  Senior Management Consultant, Charrette Venture Group

All sessions and speakers subject to change. 


FULL SERIES COST

Includes continuing education credit (12 AIA LU) + breakfast and light refreshments for Session 1 in-person. All sessions and speakers subject to change. 

$214 $246 AIA Member
$214 $246 Government + Partners
$122 $140 Associate Member
$354 $407 Non-Member
$30 $34 Student

Registration has closed.

Early Bird Deadline: Tuesday, June 21, 2022. After this time, the price increases 15%. Final Registration Deadline: Tuesday, July 5, 5:00pm PT. 

Reduced rate options are available! Please submit the Continuing Education Scholarship / Reduced Rate Request form via email by Tuesday, June 21, 5:00PM PT. 


SESSION DESCRIPTIONS + LEARNING OBJECTIVES

July 6, 2022 | Stabilize Your Small Firm with Strategic Business Planning (In-Person)

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 owners to adapt, but how can firm owners proactively prepare for growth in uncertain times? We will demystify the business planning process. Each attendee will develop their own business plan outline in this interactive workshop – so you can leave inspired, organized, and one step ahead of the competition!

  • Explore strategies for business planning within an environment of unpredictability, including case studies & best practices.
  • Understand basic business plan components including the interconnection between
    purpose, finance, marketing, & operations.
  • Learn how to use critical tools and processes for successful firm business planning.
  • Develop the outline for your own firm’s business plan.

September 7, 2022 | Effective Strategies for Advancing Emerging Leaders and Transitioning Ownership (Online)

How do firms succeed in transitioning ownership and leadership? When should firm leaders begin thinking about ownership transition, and what options are available to firm founders approaching retirement? How can successors truly leverage the knowledge and connections of the founder? Planning for leadership transition brings up many questions and few answers; however if a firm leader intends to transfer ownership to the next generation, emerging leaders need mentorship, tools, and skills to succeed. This session will outline structured stages of professional development for emerging leaders as a key component to effective ownership transition.

  • Discover the importance of setting goals and understanding preferred outcomes in planning for
    ownership transition.
  • Understand options for ownership transition pathways depending on timeframe to retirement
    and openness to sharing leadership.
  • Explore best practices for identifying the right person to be a successor and how to create a
    framework for a partnership agreement.
  • Learn how to prepare emerging leadership for a future ownership role through structured stages
    of professional development.

December 7, 2022 | Operations and Design: New Approaches to Old Ways of Working (Online)

Business planning and professional development mean little without proper implementation. How will you structure your team for the greatest results? What bottlenecks are slowing down your design execution? How can adopting new ways of working transform your firm? This session will explore alternative ways of thinking about your day-to-day operations using case studies from other small design firms. Equitable business practice will be discussed as a paradigm-shifting leadership model with a wide lens of understanding.

  • Visualize your firm’s structure and potential for growth using organizational design tools.
  • Hear case studies about other small firms experimenting with alternative organizational design
    and shaking up their operational norms.
  • Learn about different technological resources available that are helping small firms streamline
    operations.
  • Explore different approaches to incorporating diversity, equity, and inclusion into small firm
    leadership and team management.

SPECIAL THANKS TO THE CHARRETTE VENTURE GROUP AND OUR SMALL FIRM SERIES SPONSORS:

 

AP Design Professionals | Hargis Engineers, Inc. | Precision Property Measurements


Registration or Credit Questions?
Contact Andrea Aguilera, Programs Coordinator at AIA Seattle

Program Questions?
Contact Zoe Guckenheimer, Programs Manager at AIA Seattle

Sponsorship Questions?
Contact Kristen Lound, Associate Director of Growth & Operations at AIA Seattle

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