Copyright EDS14 / 2014 / All Rights Reserved

EDSymposium14 – Nashville, TN May 14-17, 2014

Session Name/Speaker Learning Objectives My Goal/Objective

Cassie Solomon  Predictable Growth Stages Principal, The Coxe Group for Firms  Determine Tendencies to Over-Function “Don’t Catch the Knife When  RACI Project Management It’s Falling – Tools for the Tool Indispensable”

 Practical ways to be happier David Singer and healthier Singer Nelson Charlmers  Implementation strategies for workplace and personal life Keynote Speaker  Learn to make real, positive, lasting changes

Workshop Facilitator:  CDFA and You! Sarah Wallace, CDFA, LEED-AP  SWOT Analysis Stevens & Wilkinson  Shared Vision for Organizational Development "Visionary Leaders Workshop"  “As A” Methodology

 Identify features incorporated Mary Roskilly, AIA in design of Music City Tuck-Hinton Architects Center  Understand complexities and "Design of the Nashville Music dynamics of design team City Center" structure  Identify sustainable strategies used in design

 Understand impact of firm June Jewell, CPA culture on project profitability Acuity Business Solutions  Evaluate key metrics  Improve 9 areas to impact “Find the Lost Dollars” Win Rate, Utilization & Project Profit Margin

 Identify key components of Nancy Egan firm culture New Voodou  Assess health of firm culture  What you can do to “Firm Culture: A Critical encourage an authentic, Component of a Successful empowering and successful Practice & What You Can do to environment Nurture It”

 Professional growth through Panel Discussion association membership  Recognition through “Women in Design" leadership/management and ownership  Lessons Learned  CDFA credential

 Incentive programs for LeAnn Nowak, CPSM technical & administrative BaseBuilders teams  Teach staff how to generate "20 Tools to Build a Company- leads Wide Business Development  Measure ROI Program"

 Contractual provisions to help Robert Herrmann manage risk Menaker & Herrmann, LLP  Ways to provide construction phase services so as to limit “Managing Risk When risk Negotiating an Agreement with  Ways to work with Your Client” consultants to limit risk

 Understand common pitfalls Bob Stalilonis of A/E financial management Deltek  Impact of sound financial management on succession planning “Growth, Succession Planning  Impact of sound financial and Financial Management Best management on three issues Practices that impact firm growth: Revenue recognition, project management & budgeting

Melissa Esquibel  Identify own time-wasting habits “E-Mail Time Wasters: Get Your  Develop plan to overcome Day Back!” habits including folders, rules and other useful tools

 Overview of licensure path Harry Falconer, Jr., AIA  How to motivate interns NCARB  The role of the supervisor  Programs and process to “Motivating Interns Toward start when you return to the Licensure” office

 Basics of online version of Maan Hashem, PMP, CAE AIA Contract Documents American Institute of Architects  Identify top 10 features of online version “Top 10 Things to Know About  How to use each feature the New, Cloud-Based AIA  Tips and techniques to save Contract Documents Online time and keep projects Service” organized  Eliminate Excuses Holding You Back  High Achievers Practice Proactive & Critical Thinking

Lyndon Lorenz  Promote your firm using Perkins + Will video to create a narrative

“Video: Taking the A/E/C  Use of original footage, Presentation Beyond Boards and public domain or Creative PowerPoint Common licensed sources for audio and visual

 3 unique strategies for dealing with costs of Michael Rankin healthcare reform E3 Financial Services  Measure ‘Minimum Essential Coverage’ as "Healthcare Now: Five Critical prescribed by the bill Strategies to Managing Your against A/E/C industry Benefit Plans in a Post-Reform benchmarks World"  Strategies for communicating to employees

Karen McCabe  Contract clauses exposing Jeff Todd insurability including a/e ProNet standard of care, warranties and guarantees "Understanding Your  Who is responsible for Professional Liability change orders? Exposures"  Site safety obligations

Melissa Esquibel Melissa P. Esquibel, LLC  Styles  Headers, Footers, Hands On Session Sections  Table of Contents "Microsoft Word – Tackling the  Cover Pages Big Monster: Making Sense of  Design Elements Multiple Authors/Complex  Master Documents Content Documents"

Melissa Esquibel Melissa P. Esquibel, LLC  Text-to-Columns  Text Functions (LEFT, Hands On Session RIGHT, MID, LEN, FIND)  Converting Multi-line data Microsoft Excel – Data to single line records Scrubbing: Turning What You  Converting text to numbers Get into Something You Can  Special and Custom use Number formats

Melissa Esquibel Melissa P. Esquibel, LLC  2 Outline to Presentation techniques Hands On Session  Working with SmartArt & other graphical elements “Microsoft Power Point: Fast  Animation Tracking Presentations in  Multimedia elements Minutes, Not Days”  Organizing large decks

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