Courses

As your ESOP matures, it also brings new challenges to maintain the health of your ESOP. This presentation will discuss the internal and external factors impacting ESOP sustainability as well…

In the current climate of increasing frequency and severity of claims, and rising insurance rates, choosing the right projects is the surest path to profitability. Firms with claims frequently tell…

Entering 2023, engineering firms continue to face a historically tight labor market, salary pressures and resulting inflation industry-wide. With the implementation of the Infrastructure Investment and Jobs Act underway and…

The session will focus on recent macroeconomic events and the impacts on capital markets and valuation. 2022 experienced a steadily rising interest rate environment directly impacting capital providers’ risk tolerance…

Marketing planning is hard! It’s even more challenging in the always-evolving business environment. As a result, AEC firms need to plan with a great deal of flexibility, enabling them to…

Something missing in your firm today? Staff hard at it, but not quite all there? Reluctance to return, passive disengagement with the culture, a seemingly out-of-balance search for ‘balance’ in…

Join Pare Corporation’s CEO and the financial advisor who helped the company on their successful journey of transitioning ownership to the next generation. During this 60-minute session, you’ll learn about the…

This presentation will explore the latest trends in ownership transition and help firms avoid common pitfalls that can derail efforts to achieve a successful transition of both ownership and leadership—from…

As a firm owner you want to grow your business and have success. However, your team and managers may struggle with burnout, negativity, stress or relationships. This can affect everything…

Available on 10/6 This program examines project execution best practices. The professional standard of care is examined. The Quality Assurance elements of project guidelines, continuing education, and information management are…