Courses

Demystifying the client selection process

Demystifying Client Selection Process Through Client Analysis Methods

“”They”” say that understanding is the key to success — and when it comes to securing your next project, “”they”” are right. Understanding social styles/personality-types and their effect on your…

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Dare to Be Different

Dare to Be Different and Increase Your Win Rate

How many times was your firm the most qualified but you still finished last? How many times have clients told you that all short-listed firms looked equally qualified so they…

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Creating Culture

Creating Culture: How an External, Client‐Facing Culture of Superior Service Will Revolutionize Your Firm

Turning the focus of your firm’s culture outward, on your clients and the marketplace, improves your ability to pursue and win new business, increasing backlog in both current and new…

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Critical Success Factors for Seller Doers

Critical Success Factors for Seller-Doers and Rainmakers: Advice from Top Rainmakers in Professional Services

What are the keys to becoming a great seller-doer or rainmaker? In interviews around the country, dozens of A/E executives shared their journeys from technical specialist to seller-doer to rainmaker.…

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Embracing an Atmosphere of Accountability

Embracing an Atmosphere of Accountability

In many firms, accountability is the missing ingredient that allows mediocrity to become acceptable. Missed deadlines, average effort, and unmet expectations are excused because we “”don’t have time”” to really…

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ESOP life cycle

6 Effective Ways to Sell Stock to an ESOP

Did you know there are at least 6 different ways shares of stock can be exchanged with an Employee Stock Ownership Plan? Some companies sponsor 100% ESOPs while others own…

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10 Keys to Increasing Utilization in Your A/E Firm

10 Keys to Increasing Utilization in Your A/E Firm

Did you know that just a 1% increase in utilization can mean $200,000 or more to a typical A/E firm? Your employees are your firm’s primary asset, and optimizing their…

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Seven habits of effective people

8 Days A Week: Time Management

The single biggest challenge in this hyper-active market is getting important tasks done. Join Leo MacLeod to learn a flexible, but proven approach to structuring your time and managing your…

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5 Contrarian Steps to Winning the Shortlist Interview

5 Contrarian Steps to Winning the Shortlist Interview

Your firm made the shortlist – now what? Despite looking otherwise, the selection process becomes more subjective when it reaches the shortlist interview stage. Don’t just rehash your proposal highlights;…

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Accounting and Finance Tools for Building a More Resilient and Valuable Firm

Accounting and Finance Tools for Building a More Resilient and Valuable Firm

Too many firms are “”flying blind”” when it comes to understanding their financial condition. They don’t have an accurate idea of where they are, or where they’re going. Lucky for…

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