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Financial Management: Introduction for Design Professionals

Presented by: Steve L. Wintner, AIA Emeritus, and Rena M. Klein, FAIA

AIA/CES Learning Units: 1.0 Hours

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Course release date: May, 2017.

This distilled 60-minute course provides an overview of financial management for anyone involved in managing or leading an architecture, engineering or design firm. Course takers will learn basic accounting and financial management terminology and the difference between cash and accrual reporting, be able to dispel myths that keep firms from becoming more profitable, understand a Chart of Accounts and basic financial management reports, gain an overview of the financial management cycle, and set financial performance goals.

The presenters, Rena Klein, FAIA, and Steve Wintner, AIA Emeritus, consult with design professionals nationwide about financial management, and are skilled in distilling financial knowledge and concepts into bite-size pieces that position firm leaders to make strategic operational decisions.

Handouts include:

• Introduction to Financial Management slides

• Sample Chart of Accounts

• Developing a Financial Management Discipline

For technical questions or questions about reporting your AIA credits, please email support@aecKnowledge.com or call 415.755.3058

This course qualifies for 1.00 hour of approved AIA continuing education credit. (As licensing requirements differ by state, please check with your state licensing board to ensure that this course meets their specific continuing education requirements.)

Course Price: $25 AIA members, $35 non-members

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This course is part of a special package consisting of the following courses:

WHAT EVERY FIRM LEADER AND MANAGER NEEDS TO KNOW

This 3-part series provides design professionals a solid understanding of basic accounting and financial management terminology, a Chart of Accounts, accrual versus cash accounting, the financial management cycle, setting performance goals, and Key Financial Performance Indicators. Course takers will learn how to track key performance metrics, develop revenue forecasts and annual budgets, and apply key financial concepts as they make short- and longer-term strategic, financial and operational decisions.

Individual Course Fees

Financial Management Introduction for Design Professionals ($25 AIA members, $35 non-members)
Key Financial Performance Indicators ($25 AIA members, $35 non-members)
Annual Budgets, Revenue Forecasting and Profit Planning ($25 AIA members, $35 non-members)

SPECIAL DISCOUNT. Purchase this 3-part series and SAVE OVER 25% (Series price only $55 AIA members, $70 non-members).

For information on Group Rates for 5 or more people, email michael@aecKnowledge.com or call 415.383.7011. Here’s what the critics are saying:

Reminiscent of the Godfather . . . this 3-part series is bound to become a classic.

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DISCOUNTED Group Pricing

  • Step 1 or register with aecKnowledge.com if you have not done so already.
  • Step 2Select a course and follow instructions for course registration, registration and course viewing. Courses are available for 90 days following registration.
  • Step 3Take the CE Quiz after viewing the entire course. After you have successfully passed the quiz, a Certificate of completion will be automatically downloaded to your computer for you to save. If you are an AIA member, your AIA CES Learning Units will automatically be submitted.

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