Start Date: 2/11/2026 8:30 AM PST
End Date: 2/11/2026 10:30 AM PST
Venue Name: David Evans and Associates, Inc.
Location:
2100 S. River Parkway
Suite 100
Portland, OR United States 97201
Organization Name:
ACEC Oregon
Contact:
Understanding Financial Management
This session provides a practical, plain-language introduction to financial acumen and how everyday operational decisions impact a firm’s financial performance. Participants will learn the fundamentals of cash versus accrual accounting, how to interpret income statements and balance sheets, and why these concepts matter—especially during periods of growth and change. The goal is to make financial information accessible beyond finance roles so leaders and managers can make more informed decisions.
The program also focuses on the key metrics that drive profitability, cash flow, and firm value, including utilization, net labor multiplier, overhead, backlog, and collections. Participants will see how these measures compare to industry benchmarks and how they influence sustainable growth. The session aims to connect financial performance to long-term value creation while emphasizing the importance of balancing results with a productive, engaged workforce.
ABOUT THE PRESENTER
Matthew K. "Matt" Fultz, ASA - Director, Matheson Advisors
Matt Fultz is a Director at Matheson Advisors, where he has over 15 years of experience specializing in business valuation, ownership transition, succession planning, and buy-side and sell-side M&A strategy for design and consulting firms. He regularly leads industry seminars and in-house workshops, helping firm leaders understand the financial and operational drivers behind building shareholder value and internal and external ownership transitions.
Before joining Matheson Advisors, Matt worked in investment banking and venture finance roles at Friedman Billings Ramsey, The Bear Companies, and ORIX USA. He is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers. He also holds the Series 63 (Uniform Securities Agent State Law) and Series 79 (Investment Banking) securities registrations and is a registered representative for M&A securities transactions that are offered through Mclean Securities, LLC (Mclean, VA) member FINRA/SIPC. Matt earned his B.S. in Finance from Virginia Tech.
COST
- Members - $360 per person (if your firm is a member then you are a member)
SCHEDULE
- 8:30 a.m. - Check-in and breakfast
- 9:00 a.m. - Program begins
- 10:30 a.m. - Conclusion
CPDs
This class is good for accruing one and a half (1.5) continuing professional development credits.
CANCELLATION POLICY
Cancellations must be received by Friday, February 6, 2026. Sorry, we are unable to offer refunds after this date.
American Council of Engineering Companies of Oregon
