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2022 Small Firm Series: Effective Strategies for Advancing Emerging Leaders and Transitioning Ownership (Session 2)

Join us ONLINE on Wednesday, September 7, 2022 for Session 2: Effective Strategies for Advancing Emerging Leaders and Transitioning Ownership of AIA Seattle’s 2022 Small Firm Series (4 AIA LU). 

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.

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. 


COST FOR SESSION 2 ONLY

Includes continuing education credit (4 AIA LU

$40 AIA Member
$40 Government + Partners
$20 Associate Member
$60 Non-Member
FREE Student

Early Bird Deadline: Tuesday, August 30, 2022. After this time, the price increases 15%. Final Registration Deadline: Tuesday, September 6, 2022. 

Reduced rate options are available! Please submit the Continuing Education Scholarship / Reduced Rate Request form via email by Tuesday, August 30, 5:00PM PT. 


SPEAKERS

Rena M. Klein, FAIA, Partner, Charrette Venture Group | 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.

Sun Joo Kim, Senior Management Consultant, Charrette Venture Group | Sun brings over twenty years of experience in architectural practice to her Senior Management Consultant role at CVG, where she focuses on helping firm owners improve financial and operational aspects of their businesses. With a passion for developing teams, Sun Joo supports clear communication and building trust. She has led teams and studios in both private and public realms including the Smithsonian Institution, Venturi, Scott Brown and Associates, and the State of Oregon’s Department of Environmental Quality. Her most recent civic engagement is directing a pro bono project for a women’s and children’s day shelter in Portland, Oregon. As a published author and contributor to books, magazines, and news blogs, Sun Joo is adept at communicating complex ideas and goals to diverse groups. She enjoys facilitating conversations to reach shared understanding and is often invited as a moderator and speaker for workplace and diversity, equity, and inclusion issues. An active advocate for diversity, equity, and inclusion, Sun Joo co-founded Diversity in Design, a professional resource group for designers of color. She has led and championed DEI committees and task forces for organizations such as the Urban Land Institute and the CREW Network. Sun Joo holds a Bachelor of Architecture with an Additional Major in Social History from Carnegie Mellon University. She is based in Portland, Oregon.

All sessions and speakers subject to change. 


LEARNING OBJECTIVES

  • 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.

FULL SERIES DATES

Session 1: July 6, 2022 //IN-PERSON (Venue TBC) // 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


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

Details

Date
July 7
Time
9:00 am - 1:00 pm
Event Price
$0-$69
Class Credit
4 LU

Organizer

AIA Seattle
Phone
(206) 448-4938
Website
www.aiaseattle.org

Venue

(online)