American Council of Engineering Companies of Oregon

Event Calendar

Wednesday, October 3, 2018

2018-19 Leadership Development Series (5302)

Start Date: 10/3/2018 7:30 AM PDT
End Date: 10/3/2018 11:00 AM PDT

Venue Name: David Evans and Associates, Inc.

2100 SW River Parkway
Portland, OR  United States  97201

Organization Name: ACEC Oregon

Merideth Webber
Phone: 503-292-2348

Develop your firm's future leaders! 
Register them for the
Leadership Development Series

Seven monthly morning programs begin October 3. 

Presenters are key industry professionals. The seminars utilize a small group setting to maximize learning, interaction and exchange of ideas. 

Individuals who attend the entire series will receive a certificate of completion and be recognized at the All-Committee Business Dinner in May. 

Each session is good for accruing continuing professional development credits. 

“The biggest challenge facing A/E firms today is development of our future leaders. We had six of our emerging leaders attend the 2017-18 ACEC Leadership Development program and the feedback I received was extremely positive. In particular it helped them gain a broader perspective on the business aspects of consulting and we are already realizing the return on this investment in their leadership development.” --Larry Fox, President, OBEC Consulting Engineers

This series is ideal for project managers, designers and engineers who are:

  • Interested in a leadership track in their career
  • Shifting their focus from projects to organizational and financial goals of the firm
  • Challenged by competing priorities
  • Being asked to take on more responsibilities with the same resources
  • New to managing multiple or complex projects
  • New to managing people and teams

“Great content; good speakers; but the most valuable aspect was the chance to share experiences and collaborate with peers from other firms throughout the state.” –Nick Robertson, Division Manager - Structures, OBEC Consulting Engineers

“As engineers, we are well trained on how to provide designs that are both safe to the public and cost effective to the owners. However, college programs often lack courses on the business side of running an engineering firm such as contracts, managing people, limiting risk, time management, and business development. After going through the training, I can confidently say that the ACEC Leadership Development Series goes a long ways towards filling this knowledge gap and helping to guide young professionals.” --Jason Bock, PE, Associate, GRI

"As engineers we aren't taught how to be leaders. The series has been helpful to open my eyes." 

"The variety of topics was vast, yet applicable. The once a month meeting was also good for time to implement session take-aways between sessions."

"It was very helpful to hear presenters reinforce my experiences and give specific advice."

“The ACEC leadership series provided a variety of speakers and topics that were both compelling and immediately applicable to developing leadership skills. The sessions were interactive and I was able to take away something useful from each one. I would recommend this series to anyone looking to develop tools for business development, developing professional relationships, and management skills.” –Amy Jones, Project Manager, OBEC Consulting Engineers 

"It was helpful in getting exposure to different elements of the industry." 
COST - $1600 for ACEC members
Firms have the option to send different people to different sessions; however, sending one individual to the entire series is recommended for creating continuity in the learning process and developing regular relationships with industry peers.

All classes held on the first Wednesday of the month at David Evans and Associates, Portland.
EXCEPTIONS: No class in January; February class is in Salem. 
  • 7:30 a.m .- Check-in & breakfast
  • 8:00 a.m. - Programs begin (varying lengths from 2 to 4 hours) 


There are a few parking garages nearby: 
  • RiverPlace @ The Strand, 1852 SW River Drive ($16 max.) 
  • City Center Parking, 1875 SW River Drive ($16 max.) 
  • Montgomery Garage, 309 SW Montgomery Street ($10 max.) 

COURSE OUTLINE - At-A-Glance (more details below) 
Oct 3 -  Enhancing Leadership Versatility and Personal Effectiveness
Nov 7 -  Managing Time and Relationships
Dec 5 -  Business Development
Feb 6 -  Political Involvement & QBS (Qualifications-Based Selection)
Mar 6 -  A/E Firm Financial Management 
Apr 3 -  Profitability and Risk Management in Engineering Practice 
May 1 -  From Doer to Leader: Lessons Learned 

SESSION 1  - October 3 (3.0 hours) 
Enhancing Leadership Versatility and Personal Effectiveness

Effectively leading others in a relationship business begins with the foundation of better understanding and effectively leading yourself.  In this session, learn and apply practical skills and tools that improve your leadership versatility and personal effectiveness through your enhanced ability to:
  • Understand the predictable cycle that all relationships evolve through and how to manage through this cycle toward high performance
  • Learn how to better read others, and thereby ‘read the room’, and influence better results
  • Learn how to adapt your work style to increase relationship comfort and improve task work
  • Learn how to prepare for and approach difficult conversations to achieve positive outcomes
This interactive and collaborative session blends instructor, peer and self-learning with room for fun and for an aha moment or two to emerge.  Content is relatable and immediately useful in participant’s professional and personal lives.   

Mike Baker, PE, David Evans and Associates, Inc. / Aitken Leadership Group

Mike is an adjunct faculty member for ACEC’s Senior Executive Institute (SEI) program and ACEC faculty member for similar early career professional leadership programs in other states. Mike is a 27-year professional, former active duty military officer, Vice President and senior program manager at David Evans and Associates, Inc. where he’s practiced for the last 21 years, and an affiliate of the Aitken Leadership Group that specializes in leadership development and coaching. Mike has developed and led in-house leadership and personal mastery programs for nearly 16 years and delivered leadership sessions for hundreds of industry professionals, with a particular passion for engaging early career professionals. He has also designed and delivered team chartering and partnering sessions to support major infrastructure project delivery.
SESSION 2 - November 7 (3.0 hours)
Managing Time and Relationships

Transitioning from doer to leader means you start to shift your focus on what you do during the day and how you interact with the people around you to increase your sphere of influence.

In this class, you’ll learn to:
  • Set a vision for yourself as a leader
  • Create an actionable plan to get there
  • Plan and prioritize your day
  • Manage e-mail and meetings to keep yourself focused
  • Delegate more tasks with greater confidence
  • Build equity and accountability with your team
  • Understand how each interaction affects your progress as a leader

Leo MacLeod | Training | Coaching | Pie
“Coach Leo” as his soccer team called him, is a leadership and communication coach, who has been helping companies identify and develop future leaders for 15 years. He founded the Succession Consulting Group to help companies navigate the complexities of finding and developing future talent, and managing the transition in roles and responsibilities. Leo writes the "Learning to Lead" column for the Daily Journal of Commerce and speaks nationally on leadership. He lives in Portland and plays and sings in a folk swing trio, and yes, makes a mean pie. More info:

SESSION 3 - December 5 (2.5 hours)
Business Development

Developing skills in business development (BD) and marketing is key to career growth as a consultant. Join this conversation to delve in to specific areas of the BD life cycle, problem-solve some of the common challenges and identify steps to hone your BD skills and leadership.  

Charissa Rotramel, Regional Marketing Manager - Northwest Pacific, WSP
Charissa Rotramel is an accomplished marketing and business development leader with a love for strategy and creative problem-solving. Charissa provides forward thinking strategic direction and effective management to help drive marketing and business development excellence as WSP’s district marketing manager in the Northwest Pacific region. She is a proven leader that promotes critical thinking, innovation and collaboration among leadership, pursuit and proposal teams to develop and communicate solutions that best serve our clients and community. Her successful pursuit and proposal strategy efforts have resulted in the award of numerous multi-million-dollar transportation infrastructure projects in the Northwest. Charissa holds a BA in Art and Communications from Lewis and Clark College.

SESSION 4 - February 6  (SALEM) (2.0 hours) 
Political Involvement & QBS (Qualifications Based Selection) 

The 2019 Legislature will have convened in January and there will be a lot going on in Salem with new legislation being introduced daily. Learn how ACEC Oregon’s lobbyist Marshall Coba and Legislative Committee Chair Karen Tatman stay on top of all that’s happening in the Capitol for ACEC members.
Coba and Tatman will discuss current legislation and why it’s so important to get involved with the process.
In addition, hear the latest on the Qualifications-Based Selection (QBS) bill that ACEC members and local governments have worked on since last May.
If time provides, there will be a quick tour of the Capitol.?

Marshall Coba, ACEC Oregon Lobbyist, CobaCo Government Relations
Marshall Coba is a 30-year government relations professional with a track record of successful legislative representation on a variety of issues. His strategic leadership has resulted in the passage and defeat of significant legislation.While advocating for private companies, business associations or non-profit organizations, he maintains the highest ethical and professional standards. He currently represents clients in business, professional associations, health care, engineering, insurance, education, cannabis and distilled spirits. He is a graduate of Whitman College.   

Karen Tatman, PE, ACEC Oregon Legislative Committee Chair & Past President (2017-18), Quincy Engineering, Inc. For the past 30 years, Karen Tatman has served as a Project Manager, Project Engineer and Design Engineer, including 13 years with Caltrans, on transportation projects in California and Oregon. Her attention to detail on every project has positioned her in a lead role for Quality Assurance/Quality Control for all Quincy work products. As a Project Manager, she has been responsible for more than $200 million in highway improvement projects in the project planning, design and construction phases of project development. She has extensive experience in public outreach efforts and is an essential individual in ACEC's legislative efforts. She holds a B.S. in Civil Engineering from the University of California, Davis. 
SESSION 5 - March 6 (2.0 to 4.0 hours--depending if one attends one or both back-to-back sessions)
A/E Firm Financial Management

Gain a  high-level understanding of the principles of financial management at successful A/E firms through one or both of these two separate, back-to-back, two-hour sessions. 

Part 1 - Foundations (Basics)  
  • How to read a balance sheet & income statement
  • Keys to successful time reporting
  • Metrics that matter (how to calculate; ballpark industry norms; obtaining buy-in firm-wide through fair formulas & timeframes)
    - Utilization
    - Productive multiplier
    - Overhead rate
    - Profitabilty
Part 2 - Drive Firm-Wide Financial Performance (Advanced) 
  • Align staff through balanced scorecards & strategy maps
  • Protect your financial position (insurance, credit line & cash safety net)
    - Includes: Tips to successful relationships with banks
  • Negotiate profitable projects
    - Includes: Keys to overhead rate approval by DOTs (auditor & critical policies/procedures)
  • Manage financially-successful projects

Larry Van Dyke, CPA, Certified Global Management Accountant and CFO, Kittelson & Associates, Inc. (KAI) 
Larry has more than twenty-five years of consistent achievement while serving as an instrumental member of and adviser to executive management, crafting and implementing strategic business-growth initiatives, creating impactful internal and external relationships, managing significant change initiatives, and driving all aspects of corporate finance and human relations. Larry gained particular expertise in values-driven leadership, strategic planning, financial management, M&A/joint ventures, and performance management during his stints at KAI, OCP Publications, the Archdiocese of Portland, and Arthur Andersen & Co.

Lauren Poling, CPA, Financial and Risk Manager, Kittelson & Associates, Inc. 
Lauren has spent her educational and professional career with an accounting and entrepreneurial focus. After receiving a master’s degree in accounting from the University of Oregon, Lauren started her career in public accounting where she established skills in team development and leadership, risk assessment, financial analytics, and client relationships. Lauren joined Kittelson in 2015 to balance risk mitigation and business needs as the Financial and Risk Manager and earned her CPA license in the process. She works on a variety of business projects such as: assessing corporate risk exposures, leading contract review and negotiation efforts, coaching the project team on project-related business issues, and maintaining insurance coverage compliance. In addition, she provides support for a variety of other Business Services needs and keeps up to date with changing risks to the industry.

SESSION 6 - April 3 (2.5 hours)
Profitability & Risk Management in Engineering Practice

Engineers often feel that they are between a rock and a hard place when it comes to risk management and profitability. If they follow all of the risk management advice they are given; e.g., "only sign 100% insurable contracts," "don't do business with difficult clients," "send CYA letters about everything"-- they risk losing clients and projects. But engineers are also aware that one claim can have devastating impact on the firm's profitability in the form of a (often quite large) deductible obligation, lost time, damage to reputation, and the like. 

In this interactive session, we’ll offer practical strategies for managing the risks inherent in professional practice, illustrated with real-life claims and examples. Participants are encouraged to bring problems and situations for discussion.

Karen Erger, Lockton, is Vice President and Director of Practice Risk Management at Lockton, the world's largest privately owned, independent insurance brokerage. Drawing upon her experiene as a construction lawyer in private practice and as a claim supervisor for a major insurer of architects' and engineers' professional liability, Karen consults with Lockton's architecture, engineering, and construction clients on practice management issues, including complex claims and contracts, and provides risk management training and resources. She is an active participant on the ACEC National Risk Management Committee and a frequent presenter at ACEC and AIA national meetings. Karen graduated Phi Betta Kappa from the University of Chicago at 20 years of age with a degree in politics, economics, rhetoric, and law, and earned her law degree at the University of Chicago Law School. 
SESSION 7 - May 1 (2.0 hours)
From Doer to Leader: Lessons Learned

Our leadership series culminates with a lively and candid session, featuring stories and insights from senior leaders on how to transition from doer to leader. This facilitated session gives participants a chance to ask industry leaders questions concerning industry, practices and management. Includes a review of key take aways from past classes, and group problem solving and sharing strategies. 

Leo MacLeod

Senior Leaders TBA 

Continuing Professional Development credits vary by class from 2.0 to 4.0. 

Cancellations must be received by Friday, September 28, 2018, 5:00 p.m. 

THANK YOU TO DEA for providing the event space! 


Online Registration

Registration is Closed
Closed: 10/2/2018 5:30 PM

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