American Council of Engineering Companies of Oregon

Event Calendar

Tuesday, October 8, 2019

A/E Firm Financial Management (5302)

Start Date: 10/8/2019 7:30 AM PDT
End Date: 10/8/2019 12:00 PM 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

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.
(Attend Part 1 @ 8:00 a.m. and/or
attend Part 2 @ 10:00 a.m.)

Part 1 - Foundations (Basics) 
  • Strategy Maps (align leaders and staff)
  • How to read a balance sheet & income statement
  • Metrics that matter (how to calculate; ballpark industry norms; obtaining buy-in firm-wide through fair formulas and timeframes)
    - Utilization
    - Productive multiplier
    - Overhead rate
    - Profitability
Part 2 - Drive Firm-Wide Financial Performance (Advanced) 
  • Balanced scorecards & KPIs
  • Protecting and managing your financial position (long-term viability, banking/credit; insurance program; long-term commitments; safety net)
    - Includes: Tips for successful relationships with banks
  • Forecasting best practices 
  • Negotiate profitable projects
  • Summary overview of merger and acquisition considerations
  • Public client matters (overhead rates) 

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.

  • Members - $265 per person (if your firm is a member then you are a member) 
  • Non-members - $365 per person 

  • 7:30 a.m. - Check-in & breakfast
  • 8:00 a.m. - Part 1 begins
  • 10:00 a.m. - Part 2 begins
  • 12:00 noon - Conclusion 

David Evans and Associates, Inc.
2100 SW River Parkway
Portland, OR  97201

There are a few parking garages nearby: 

This class is good for accruing two (2.0) or four (4.0) continuing professional development credits (depending if one attends one or both back-to-back sessions). 

Cancellations must be received by Thursday, October 3, 2019. 

THANK YOU TO DEA for providing the event space! 


Online Registration

Registration is Closed
Closed: 10/7/2019 2:00 PM

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