American Council of Engineering Companies of Oregon
Wednesday, March 7, 2018

Part 5 of LD Series - A/E Firm Financial Management (5302)

Start Date: 3/7/2018 7:30 AM PST
End Date: 3/7/2018 10:30 AM PST

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

Part 5 of the 2017-18 Leadership Development Series
(each part is a stand-alone program; though the programs do complement one another)

A/E Firm Financial Management

This program 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

A/E Firm Financial Management
Gain a high-level understanding of the principles of financial management at successful A/E firms, including how to:
·   Drive strong firm-wide financial performance
·   Focus on what really matters when reviewing financial statements
·   Negotiate profitable projects
·   Manage financially-successful projects
·   BONUS: Best Practices to Ensure DOT Overhead Rate Approval 

This 2½ hour session will be particularly helpful for engineers who are interested in pursuing a firm-wide leadership position down the road, or simply wanting to provide value-added business support to your clients and firm.

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. (KAI) 
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.

  • 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. - Program begins
  • 10:30 a.m. - Conclusion 

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

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.) 

This class is good for accruing two and a half (2.5) continuing professional development credits

Cancellations must be received by Friday, March 2, 2018. 


Online Registration

Registration is Closed
Closed: 3/5/2018 5:00 PM

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