EDSymposium14 – Nashville, TN

May 14-17, 2014

Session Name/Speaker / Learning Objectives / My Goal/Objective
Cassie Solomon
Principal, The Coxe Group
“Don’t Catch the Knife When It’s Falling – Tools for the Indispensable” /
  • Predictable Growth Stages for Firms
  • Determine Tendencies to Over-Function
  • RACI Project Management Tool

David Singer
Singer Nelson Charlmers
Keynote Speaker /
  • Practical ways to be happier and healthier
  • Implementation strategies for workplace and personal life
  • Learn to make real, positive, lasting changes

Workshop Facilitator:
Sarah Wallace, CDFA, LEED-AP
Stevens & Wilkinson
"Visionary Leaders Workshop" /
  • CDFA and You!
  • SWOT Analysis
  • Shared Vision for Organizational Development
  • “As A” Methodology

Mary Roskilly, AIA
Tuck-Hinton Architects
"Design of the Nashville Music City Center" /
  • Identify features incorporated in design of Music City Center
  • Understand complexitiesand dynamics of design team structure
  • Identify sustainable strategies used in design

June Jewell, CPA
Acuity Business Solutions
“Find the Lost Dollars” /
  • Understand impact of firm culture on project profitability
  • Evaluate key metrics
  • Improve 9 areas to impact Win Rate, Utilization & Project Profit Margin

Nancy Egan
New Voodou
“Firm Culture: A Critical Component of a Successful Practice & What You Can do to Nurture It” /
  • Identify key components of firm culture
  • Assess health of firm culture
  • What you can do to encourage an authentic, empowering and successful environment

Panel Discussion
“Women in Design" /
  • Professional growth through association membership
  • Recognition through leadership/management and ownership
  • Lessons Learned
  • CDFA credential

LeAnn Nowak, CPSM
BaseBuilders
"20 Tools to Build a Company-Wide Business Development Program" /
  • Incentive programs for technical & administrative teams
  • Teach staff how to generate leads
  • Measure ROI

Robert Herrmann
Menaker & Herrmann, LLP
“Managing Risk When Negotiating an Agreement with Your Client” /
  • Contractual provisions to help manage risk
  • Ways to provide construction phase services so as to limit risk
  • Ways to work with consultants to limit risk

Bob Stalilonis
Deltek
“Growth, Succession Planning and Financial Management Best Practices /
  • Understand common pitfalls of A/E financial management
  • Impact of sound financial management on succession planning
  • Impact of sound financial management on three issues that impact firm growth: Revenue recognition, project management budgeting

Melissa Esquibel
“E-Mail Time Wasters: Get Your Day Back!” /
  • Identify own time-wasting habits
  • Develop plan to overcome habits including folders, rules and other useful tools

Harry Falconer, Jr., AIA
NCARB
“Motivating Interns Toward Licensure” /
  • Overview of licensure path
  • How to motivate interns
  • The role of the supervisor
  • Programs and process to start when you return to the office

MaanHashem, PMP, CAE
American Institute of Architects
“Top 10 Things to Know About the New, Cloud-Based AIA Contract Documents Online Service” /
  • Basics of online version of AIA Contract Documents
  • Identify top 10 features of online version
  • How to use each feature
  • Tips and techniques to save time and keep projects organized
  • Eliminate Excuses Holding You Back
  • High Achievers Practice Proactive & Critical Thinking

Lyndon Lorenz
Perkins + Will
“Video: Taking the A/E/C Presentation Beyond Boards and PowerPoint /
  • Promote your firm using video to create a narrative
  • Use of original footage, public domain or Creative Common licensed sources for audio and visual

Michael Rankin
E3 Financial Services
"Healthcare Now: Five Critical Strategies to Managing Your Benefit Plans in a Post-Reform World" /
  • 3 unique strategies for dealing with costs of healthcare reform
  • Measure ‘Minimum Essential Coverage’ as prescribed by the bill against A/E/C industry benchmarks
  • Strategies for communicating to employees

Karen McCabe
Jeff Todd
a/e ProNet
"Understanding Your Professional Liability Exposures" /
  • Contract clauses exposing insurability including standard of care, warranties and guarantees
  • Who is responsible for change orders?
  • Site safety obligations

Melissa Esquibel
Melissa P. Esquibel, LLC
Hands On Session
"Microsoft Word – Tackling the Big Monster: Making Sense of Multiple Authors/Complex Content Documents" /
  • Styles
  • Headers, Footers, Sections
  • Table of Contents
  • Cover Pages
  • Design Elements
  • Master Documents

Melissa Esquibel
Melissa P. Esquibel, LLC
Hands On Session
Microsoft Excel – Data Scrubbing: Turning What You Get into Something You Can use /
  • Text-to-Columns
  • Text Functions (LEFT, RIGHT, MID, LEN, FIND)
  • Converting Multi-line data to single line records
  • Converting text to numbers
  • Special and Custom Number formats

Melissa Esquibel
Melissa P. Esquibel, LLC
Hands On Session
“Microsoft Power Point: Fast Tracking Presentations in Minutes, Not Days” /
  • 2 Outline to Presentation techniques
  • Working with SmartArt & other graphical elements
  • Animation
  • Multimedia elements
  • Organizing large decks

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