Financial Management: Introduction for Design Professionals

Presented by: Steve L. Wintner, AIA Emeritus, and Rena M. Klein, FAIA

AIA/CES Learning Units: 1.0 Hours

Loading video ...
Playback speed

Course Preview

Buy the course Buy the series

Course release date: May, 2017.

This distilled 60-minute course provides an overview of financial management for anyone involved in managing or leading an architecture, engineering or design firm. Course takers will learn basic accounting and financial management terminology and the difference between cash and accrual reporting, be able to dispel myths that keep firms from becoming more profitable, understand a Chart of Accounts and basic financial management reports, gain an overview of the financial management cycle, and set financial performance goals.

The presenters, Rena Klein, FAIA, and Steve Wintner, AIA Emeritus, consult with design professionals nationwide about financial management, and are skilled in distilling financial knowledge and concepts into bite-size pieces that position firm leaders to make strategic operational decisions.

Handouts include:

• Introduction to Financial Management slides

• Sample Chart of Accounts

• Developing a Financial Management Discipline

For technical questions or questions about reporting your AIA credits, please email support@aecKnowledge.com or call 415.755.3058

This course qualifies for 1.00 hour of approved AIA continuing education credit. (As licensing requirements differ by state, please check with your state licensing board to ensure that this course meets their specific continuing education requirements.)

Course Price: $25 AIA members, $35 non-members

Share to Facebook Share to Twitter Share in email
Continuing Education