Do you want to expand your knowledge of A/E/C finance? Comprehend basic contract language? Help your firm be profitable?

Understanding basic financial principles is essential for current and aspiring A/E/C leaders. It’s a critical part of doing business, especially when it comes to analyzing and improving your firm’s bottom line. A firm grasp on these concepts and how they relate will help you communicate effectively with other leaders—and climb the success ladder.

Fortunately, the finance side of our industry doesn’t have to be a dry and complicated mystery. Packed with valuable information, case study examples, and activities, this workshop will equip you with the tools to help make smarter marketing and business development decisions, impact your firm’s profitability, and take your seat at the leadership table.

Learning Objectives:

• Calculate common financial ratios and measures
• Understand basic contract language
• Help your firm be profitable
• Plan your marketing budget
• Understand ROI
• Distinguish between direct, indirect, overhead, and reimbursable costs
• Interpret income statements and balance sheets
• Expertly assess which clients and projects to pursue

Workshop Timeline:

8:30am - 9:00am | Registration + Networking + Breakfast

9:00am - 11:00am | Workshop

This workshop will provide 2.0 CEU credits for SMPS Domain of Practice 2 & 6.

About the Speaker

Chris Rickman, FSMPS, CPSM, is a Business Development Officer for Nabholz' operations in Oklahoma City. In his role, he engages with current and potential Nabholz clients and works as an ambassador for the many building services the company offers.

Chris started in the A/E/C industry, in 1990, working for a local structural engineering firm as a junior CAD technician. He is a firm believer that leadership and learning go hand-in-hand. 25+ years of constant learning ultimately led him to the role of executive vice president and chief operations officer at his previous firm. His business acumen comes from many firm operational roles including marketing and business development, financial oversight, business operations, and overseeing IT needs.

Chris’ passion to serve as an educational advocate drives him to stay abreast of industry-related trends and to regularly present and speak on a diverse range of topics. He has delivered presentations and educational seminars to the Society for Marketing Professional Services, American Council of Engineering Companies, American Institute of Architects, and American Society of Civil Engineers at the chapter, regional, and national levels.

Chris became a Fellow of the Society for Marketing Professional Services (SMPS) in 2013. He has served many leadership roles in the Society locally, regionally, and nationally, including president of SMPS Oklahoma in 2006–2007 and president of the Society’s board of directors in 2018-2019.     

Tickets

$45.00 Member Ticket

$65.00 Non-Member Ticket