Financial Management: Annual Budgets, Revenue Forecasting and Profit Planning

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 final course of this 3-part financial thriller shows how to develop annual budgets, revenue forecasts and profit plans, and leads viewers through scenario planning using financial trends and Key Financial Performance Indicators. Course takers will be ready to apply key financial concepts as they make short- and longer-term strategic, financial and operational decisions.

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 - Annual Budgets and Forecasting and Profit Planning slides

AIArchitect - Quote Fees Based on the Value You Provide by Michael Strogoff, FAIA

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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