American Council of Engineering Companies of Oregon

Event Calendar

Friday, September 20, 2019

2019-20 Leadership Development Series (5302)

Start Date: 9/20/2019 12:00 PM PDT
End Date: 9/20/2019 5:00 PM PDT

Venue Name: Varies (Sept 20 series kick-off is @ Salishan)

Salishan (for Sept 20 series kick-off only)
7760 North Highway 101
Gleneden Beach, OR  United States  97388

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 programs kick-off Friday, September 20 during ACEC Oregon's fall conference at Salishan. 

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 annual business dinner in May. 

Each session is good for accruing 2.0 to 4.0 continuing professional development credits. 

“The biggest challenge facing A/E firms today is development of our future leaders. We had several of our emerging leaders attend the 2017-18 and 2018-19 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." 
  • $1700 - ACEC members (includes lunch at Salishan during the fall conference for the September 20 kick-off session)
  • $100 - Optional add-on: Reception, dinner & trivia night at Salishan (Friday, September 20) 

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.

COURSE OUTLINE - At-A-Glance (more details below) 
Sept 20 -   Enhancing Leadership Versatility & Personal Effectiveness
Oct 8  -   A/E Firm Financial Management 
Nov 6  -   Managing Time & Relationships 
Dec 4 -   Demystifying Business Development 
Jan -   OFF (no program) 
Feb 5 -   Political Involvement & QBS (Qualifications-Based Selection)
Mar 4 -   Risk Management 
Apr 1 -   From Doer to Leader: Lessons Learned
May  -  Graduates are recognized at annual business dinner 

SESSION 1  - Fri September 20 (3.0 hours) 
Enhancing Leadership Versatility & Personal Effectiveness
(held at Salishan--includes lunch; reception & dinner is optional add-on) 

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.   

SCHEDULE for September 20 session: 
  • 12:00 p.m. - Check-in and lunch
  • 1:30 p.m. - Program begins
  • 4:45 p.m. - Conclusion 
OPTIONAL ADD-ON (additional cost)
  • 6:00 p.m. - Reception
  • 7:00 p.m. - Dinner
  • 8:00 p.m. - Trivia Night with prizes

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 28-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 22 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 17 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 - Tues October 8 (4.0 hours) 
A/E Firm Financial Management

(held at Kittelson & Associates, Portland)

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)  
  • 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 & timeframes)
    - Utilization
    - Productive multiplier
    - Overhead rate
    - Profitabilty
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 to successful relationships with banks
  • Forecasting best practices
  • Negotiate profitable projects 
  • Summary overview of merger and acquisition considerations
  • Public client matters (overhead rates) 
SCHEDULE for October 8 session: 
  • 7:30 a.m. - Check-in and breakfast
  • 8:00 a.m. - Program begins
  • 12:00 p.m. - Conclusion 
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.

SESSION 3 - Wed November 6 (3.0 hours)
Managing Time and Relationships
(held at David Evans and Associates, Portland) 

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
SCHEDULE for November 6 session: 
  • 7:30 a.m. - Check-in and breakfast
  • 8:00 a.m. - Program begins
  • 11:00 a.m. - Conclusion 
Leo MacLeod | Training | Coaching | Pie has been helping AEC firms with planning, training, and leadership transition for eighteen years, with a focus on developing the next generation of leaders. He is a columnist for the Daily Journal of Commerce and Zweig White Letter. He speaks nationally on leadership development and emotional intelligence and makes a mean pie.
SESSION 4 - Wed December 4 (4.0 hours) 
Demystifying Business Development
(held at David Evans and Associates, Portland)

Consulting professionals often approach business development (BD) with a mindset of fear and anxiety.  This interactive course demystifies BD into simple and actionable steps you can take to confidently win the work you want with the clients you want.
In this class, you’ll learn to:
  • Identify the right clients
  • Build a sustainable network
  • Engage different personalities to build trust
  • Ask the right questions to gain a competitive advantage
  • Learn what authentic BD means to you  
  • Develop a personal BD plan for immediate action

  • Mike Baker, PE, David Evans and Associates, Inc. / Aitken Leadership Group
  • Leo MacLeod | Training | Coaching | Pie

SCHEDULE for December 4 session: 
  • 7:30 a.m. - Check-in and breakfast
  • 8:00 a.m. - Program begins
  • 12:00 p.m. - Conclusion 

SESSION 5 - Wed February 5  (2.0 hours) 
Political Involvement & QBS 
(held at the state library, Salem)

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 recent legislation affecting A/E firms and why it’s so important to get involved with the process.
In addition, hear the latest on Qualifications-Based Selection (QBS), an imporant issue that ACEC has been a proponent of since the organization's founding.
If time provides, there will be a quick tour of the Capitol.

SCHEDULE for February 5 session: 
  • 8:30 a.m. - Check-in, continental breakfast & program begins
  • 10:30 a.m. - Conclusion
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), Murraysmith
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 and Principal Engineer, 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 6 - Wed March 4 (TBD: 2.0 to 3.0 hours) 
Risk Management 
(held at David Evans and Associates, Portland)


SCHEDULE for March 4 session: 
  • 7:30 a.m. - Check-in and breakfast
  • 8:00 a.m. - Program begins

SESSION 7 - Wed April 1 (2.0 hours) 
From Doer to Leader: Lessons Learned 
(held at David Evans and Associates, Portland)

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. 

SCHEDULE for April 1 session: 
  • 7:30 a.m. - Check-in and breakfast
  • 8:00 a.m. - Program begins
  • 10:00 a.m. - Conclusion 

Leo MacLeod

Senior Leaders TBA 

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

Cancellations must be received by Wednesday, September 11, 2019, 5:00 p.m. 

THANK YOU TO DEA for providing meeting space! 


Online Registration

Registration is Closed
Closed: 9/16/2019 12:00 PM

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