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Financial Management: Annual Budgets, Revenue Forecasting and Profit Planning

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.

The final course of this 3-part financial thriller shows how to develop annual budgets, revenue forecasts and profit plans, and leads viewers through scenario planning using financial trends and Key Financial Performance Indicators. Course takers will be ready to apply key financial concepts as they make short- and longer-term strategic, financial and operational decisions.

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:

• Financial Management - Annual Budgets and Forecasting and Profit Planning slides

• AIArchitect - Quote Fees Based on the Value You Provide by Michael Strogoff, FAIA

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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