Financial Management: Key Financial Performance Indicators (KPFIs)

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

AIA/CES Learning Units: 1.0 Hours

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Course release date: May, 2017.

The second course of this series takes a deeper dive into Key Financial Performance Indicators (KPFIs), which will enable anyone involved in managing or leading an architecture, engineering or design firm to track and act on key metrics. Course takers will learn how to calculate seven KPFIs and apply them to calculate net billing multipliers and hourly billing rates and quickly analyze how their firm is performing. Viewers will also learn how to develop project fee budgets and avoid common pitfalls.

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:

• Financial Management - Developing Key Performance Financial Indicators

Demystifying Financial Terms by Steve Wintner

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

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