Event
The Principals Academy Fall 2024 in Scottsdale
- Regular price
- $1,895.00
The Principals Academy is Zweig Group’s flagship training program encompassing all aspects of managing a professional AEC service firm. Elevate your ability to lead and grow your firm with this program designed to inspire and inform existing and emerging AEC firm leaders in key areas of firm management leadership, financial management, recruiting, marketing, business development, and project management. Learning and networking at this premiere event challenges traditional seminar formats and integrates participatory idea exchange led by Chad Clinehens, Zweig Group's President & CEO, Tom Godin, Director of Strategic Planning Services, as well as the firm’s top line up of advisors.
Zweig Group’s leadership team draws from our 35+ year history working with AEC firms to teach the latest approaches to managing and operating successful firms – using our comprehensive data set of industry benchmarks and best practices. The Principals Academy is like a mini-MBA for design and technical professionals and is an impactful way to learn how to build your career and your firm.
Who should attend?
- AEC C-suite & firm owners
- Experienced principals looking to enhance their knowledge
- Legal, accounting, insurance, consulting, and advisors specialized in the AEC industry
- Emerging firm leaders
- Department, division, and branch managers
-
Project Managers and senior design/technical staff
Module 1: What It Means to Be a Principal
Facts about the role of Principal
What it means to be a Principal in an AEC firm
Qualities & expectations of Principals
Module 2: Business and Strategic Planning
Why strategic plans are critical to success
Building & executing a business plan
How to get staff to embrace a growth culture and to work toward long-term growth
Module 3: Marketing
Marketing principles to drive firm success
Critical elements of marketing & branding
How to market and sell a service as a product
The unique challenges of marketing in a professional services firm
Module 4: Business Development & Sales
Differences in marketing, sales, and business development
Strategic business development approaches
Maximizing the client relationship and client experience
The role of the doer-seller
Module 5: Recruiting & Retention
Hiring and keeping talent in a tight market
Mentorship, accountability, and career development
Driving a “Best Firm to Work For” culture and employee experience
How to measure recruitment process effectiveness: key data points to track
Module 6: Financial Performance
How to read and interpret financial statements to drive results
Key performance metrics and drivers of these metrics
Working capital and improving the cycle of how a project becomes cash through billing and collections processes
Connecting metrics to firm strategy
Module 7: Firm Ownership, Transition, and M&A
Developing and executing an ownership and leadership transition strategy
Common methods, best practices, and attributes for effective internal and external transitions
Demystifying the M&A process
Module 8: Management & Leadership
Techniques to improve project management
Effectively managing clients and project partners
How to lead teams and communicate effectively
Module 9: Principals Roundtable
Expanded discussion with attendees
Recommendations to address attendee challenges
Upon completion, attendees will receive a certificate of completion electronically for self-reporting. This seminar offers 12 CE credits.
Venue Information:
6850 East Main Street
Scottsdale, AZ 85251
Brief Agenda for Travel Accommodations
Tuesday, November 12
Breakfast - 7:30am
First Module - 8:30am
Last Module - 2:45pm
Optional Happy Hour will conclude at 6:00pm
Wednesday, November 13
Breakfast - 7:30am
Round Table Discussion will conclude at 2:00pm
Survey Participation:
Participants in Zweig Group’s Principals, Partners, & Owners Survey will receive a discount of 15% on a registration to this event. Click here to participate.
To be notified of future dates and locations, inquire about group pricing or for immediate assistance, please email events@zweiggroup.com or call the Zweig Group team at 800.466.6275.