Solid financial management is crucial to the success of any company, and firms in the A/E/C industry are no exception. This course aims to provide an overview of business financial management specifically tailored to our industry to help firm leaders make informed decisions. Topics covered include interpreting financial statements, key performance metrics, benchmarking and predictive cash flow management, and how strategic decisions drive the value of the firm.

Financial Management for AEC Professionals is a one-day seminar that was specifically developed to help design and technical professionals become more comfortable dealing with financial management and accounting. This course helps attendees become better stewards of the company’s resources and to better understand how to leverage resources and maximize profit.

Dates & Locations

May 8, 2019 | AIA | Kansas City

Registration $975


What attendees will learn from this program:

  • What the fast-growth and high-profit firms do differently in terms of spending, organization, and operations
  • Strategic cash flow tips for cash management.
  • How to use benchmarking data to guide firm-wide results
  • An understanding of the key performance metrics essential to your firm
  • Backlog, pipeline, and cash flow reporting methods
  • An understanding of what drives the value of the firm
  • The basics and benefits of open book management
  • Key financial statements, and what they demonstrate
  • An understanding of the difference in cash and accrual accounting
  • How to read and interpret an income statement and balance sheet

Who should attend:

Anyone who wants to learn how the best people manage finances in architecture, engineering, planning, or environmental firm. Any design or technical professional who is in the role of financial management or responsibility and wants to gain a better understanding of the financial factors affecting design industry firms.



“This seminar taught me that we need to be talking about the future, not focusing on post-mortem analysis of past performance!”
“I will certainly benefit from the seminar with a better understanding of the business. Your very knowledgeable instruction and insights were very educational and interesting.”
“This seminar helped me figure out what to share with my direct reports so we can all act like the owners of the company.”
“Our biggest challenge is ‘knowing what we should know’ about the numbers, and this seminar was great!”

Continuing Education Credits

zweig, smps, education, credits, PDH, CEU, AIA, continuing educationAttendees of Financial Management for AEC Professionals can earn 4.5 PDH /.45 CEUs. Zweig Group seminars are eligible for Professional Development Hours credits and Continuing Education Units. All attendees receive a certificate of completion indicating the number of hours earned during each seminar.

Zweig Group is a registered provider with the American Institute of Architects.

Meet the Presenter


Director of Consulting
Office: 800.466.6275
Direct: 479.435.6521
Mobile: 479.530.4184

Jamie Claire Kiser is the Zweig Group’s Director of Consulting. She is experienced in financial analysis, evaluating transactions, and providing clear solutions to the financial needs of businesses. Prior to joining the Zweig Group, Jamie Claire worked in commercial banking, managing the bank’s credit department. She has transactional experience with businesses in all stages, from new firms with growth needs to established firms seeking to wind down.

She holds a Masters of Business Administration, Juris Doctor, and Bachelors of Arts in History, all from the University of Arkansas. Jamie Claire is a licensed attorney with prior experience in law. Jamie Claire’s business education and experience combined with her understanding of law makes her a tremendous resource for those involved in merger or acquisition transactions. In 2014, Jamie Claire was recognized by Northwest Arkansas Business Journal as a member of the “Fast 15” for her business and leadership accomplishments.

Jamie Claire’s unique credentials in both finance and law allow her to provide comprehensive support to Zweig Group’s M&A clients from start-to-finish of a transaction.

Refund Policy

  • Cancellations received at least 15 days prior to program date, Zweig Group will issue a full refund.
  • Cancellations received between 14 days and 4 days prior to program date, Zweig Group will issue credit toward any future training event. Credits are valid for 6 months from issue date.
  • Cancellations received 3 days or less before a program date, no refunds or credits will be issued. Refunds or credits will not be issued for “no-shows.” Registrants may choose another event or substitute and attendee without penalty at any time.

Please note locations are subject to change when a meeting space has not yet been finalized. Prior to making flight or hotel arrangements, please contact  or call 800-466-6275 for the latest information on hotels, venues and seminars updates.

For immediate assistance
contact us at 800.466.6275.