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2022 Small Firm Series: Stabilize Your Small Firm with Strategic Business Planning (Session 1)

Join us IN-PERSON at MG2 on Wednesday, July 6, 2022 for Session 1: Stabilize Your Small Firm with Strategic Business Planning of AIA Seattle’s 2022 Small Firm Series (4 AIA LU). 

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!

A LA CARTE REGISTRATION: Firms may not purchase a series registration with the intent to send a different individual to each session. Please register each individual for their respective course. 

This live, in-person session will follow all relevant public health guidelines for the City of Seattle and King County, and further set by AIA Seattle. At this time, please come prepared to mask and show proof of vaccination (or proof of a negative PCR COVID test taken within 72 hours for those unable to be fully vaccinated). Masks may be removed while actively eating or drinking. Final details to be confirmed closer to the event and sent to all registrants. Please note in your registration if you would like to be contacted about specific accommodations to fully participate in the program.

Click here for attendee resources


Includes continuing education credit (4 AIA LU) + breakfast and light refreshments. All sessions and speakers subject to change. 

$134 $154 AIA Member
$134 $154 Government + Partners
$82 $94 Associate Member
$234 $269 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 Monday, June 20, 5:00PM PT. 

In alignment with AIA Seattle’s efforts to reduce carbon emissions and support sustainable food sourcing, all catered meals are vegetarian. 


Session 1 of the 2022 Small Firm Series will be held at Mg2 (1101 Second Ave, Suite 100 Seattle, WA 98101). Please use the main entrance on 2nd Avenue, and someone from AIA staff will direct you to the elevators. The program will take place on the 3rd floor.

  • Read more about MG2 Location, Directions, Parking. MG2 is fully ADA compliant with an elevator that visits each floor.
  • If you would like to discuss physical or cognitive accessibility needs for this program, please make a note in your registration form or e-mail Programs Coordinator, Andrea Aguilera.


Rena M. Klein, FAIA, Partner, CVG | Rena leads CVG’s Investment Partnership Program. She has been instrumental in fostering connections between firms in the CVG network and developing the infrastructure of CVG’s knowledge sharing community. Additionally, Rena advises all CVG Investment Partners on best practices in finance and operations. Rena is a nationally-recognized expert in small firm practice and author of The Architect’s Guide to Small Firm Management (Wiley, 2010). With 20 years of experience as the owner of a small architecture firm, and over 10 years as a consultant and educator, Rena brings a special understanding of design firms managed by entrepreneurial architects. 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. She is based in Albuquerque, New Mexico.

Lucas Gray, Assoc. AIA, Senior Management Consultant, CVG | Trained in architecture, Lucas lived and worked around the world before starting a small architecture firm with two business partners in Portland, Oregon. After seven years running the firm, and four years working closely with CVG as an Investment Partner client, Lucas joined CVG to work with other firm owners and help them run more successful businesses. Lucas earned a Bachelor of Architecture degree from McGill University and a Master of Architecture degree from the University of Oregon. He also attended the 2008 Glenn Murcutt International Architecture Masters Class in Australia. Lucas has long been active in the American Institute of Architects through serving on his local chapter board, on the National Associates Committee, and currently on the Small Project Design Knowledge Community leadership team. Lucas also served as an adjunct professor at Portland State University, teaching architectural drawing, and as a guest design critic at the University of Oregon. Lucas is based in Seattle, Washington.

All sessions and speakers subject to change. 


  • 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.


Session 1: July 6, 2022 // IN-PERSON at MG2 ( 1101 2nd Ave #100, Seattle, WA  98101) // 9:00am-1:00pm PT // Class Credit: 4 LU

Session 2: September 7, 2022 //ONLINE // 9:00am-1:00pm PT // Class Credit: 4 LU

Session 3: December 7, 2022 //ONLINE // 9:00am-1:00pm PT // Class Credit: 4 LU


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 Melissa K. Neher, Executive Director at AIA Seattle


July 6, 2022
9:00 am - 1:00 pm
Event Price
Class Credit
4 LU


AIA Seattle
(206) 448-4938


1101 Second AVE
Seattle, 98101
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