‘Tis the season to be merry and bright. SMPS SFBAC celebrated the holidays and the new year ahead!
50% of the event proceeds were donated to 826 Valencia, a nonprofit organization dedicated to supporting under-resourced students with their creative and expository writing skills and to helping teachers inspire their students to write.
No sponsors. No long speeches. Just fun, game and raffle prizes, and cocktails!
- Professional Bartender giving Cocktail Lessons!
- Announcement of Scholarship Winners!
- Announcement of Engineering Excellence Award Winners!
- Virtual Trivia Game with Prizes!
- Raffle Prizes!
All proceeds from raffle sales went to the Alameda County Community Food Bank.
BBC Member Firms: Register as Guest and Select “a Member of Partner Organization” (tickets $20). Add N/A for Member #.
Moving client interactions and business development activities into a virtual and new environment is stressful, confusing, uncertain, and let’s face it, not very exciting. It also shifts the way we set up our BD strategies and move them forward. It could be a while before we have face-to-face meetings over coffee or shake hands at a conference, yet talking to clients and winning work has not stopped. Join us to discover some elements for building BD strategies in a virtual environment. Some of these elements are standard, must-have elements that have changed or are changing and alongside some elements that will never change. The session includes interactive breakout rooms with real-time application of concepts presented.
Frank Lippert and Kathryn Ness with GO Strategies will walk attendees through the elements and help put the pieces together so they can craft a BD strategy that works in the virtual world for their firms. Having taught business strategies in architecture, engineering, and construction firms in public and private markets across the U.S., they have seen and heard it all. And they’ve learned a few tips and tricks to make relationship building and business development easier, even when it’s virtual. Come join the fun!
Learning objectives include: 1) understanding the elements of social media and technology to connect with new and existing clients, 2) how to apply the never-changing elements of BD to today’s virtual world, and how to piece the elements together to build a strategy that’s right for your situation.
Frank Lippert, FSMPS, CPSM – GO Strategies
Frank is the founder of GO Strategies. He provides strategic pursuit planning, strategic market capture planning, and the functional seller/doer training to clients throughout the US. Frank is all about helping teams work more effectively and more efficiently with processes, schedules, and tools that keep A/E/C firms’ business development strategy and marketing efforts on track. A good strategy and a focused approach to winning work with your target clients can save time and money, ease frustration, and lead to a happier workplace. Good, healthy, well-thought-out marketing practices lead to better team engagement, long-term marketing staff happiness, and more wins.
Frank has worked at small, medium, large, and mega-sized engineering companies in his 30 years in the A/E/C industry. He speaks regularly at SMPS, ACEC, WTS, APWA, and SAME conferences. Frank has served as the SMPS National Board chapter delegate and national president. He has been recognized as an SMPS Fellow (FSMPS) and is a Certified Professional Services Marketer (CPSM). Now living in Sacramento, California, he works diligently to help up-and-coming marketing and business development professionals reach their full potential.
Kathryn Ness, CPSM – GO Strategies
Kathryn brings an energy and vitality to the team that significantly promotes the mission of “making everything about marketing and business development easier.” With more than 20 years in the A/E/C industry, Kathryn brings an in-the-trenches perspective for how things work and, more importantly, how things can work better. She has held marketing and business development positions at small, medium, and large firms. Kathryn brings a professional, direct communication style that cuts through endless meetings and discussions and keeps teams on-point. Her sense of humor is balanced with a sense of getting-the-job done. She is an excellent listener and provides creative solutions that work, not abstract theory that sits on shelves.
Kathryn has facilitated client capture planning, pursuit planning, and seller-doer trainings. She understands the trepidation and nervousness that technical professionals go through as they “sell” themselves in relationship process. Her technique of putting a human element to building relationships has put comfort into the uncomfortable for anxious business developers. She has presented at conferences, including ASCE Roads and Streets, ACEC ASHE, SAME SBC, AICAE, and at SMPS PRC and at chapters (Arizona, Oklahoma, Los Angeles, New Mexico, San Francisco, Chicago, and Sacramento). She served a past chapter president for the Sacramento Chapter, and is currently a committee chair for APWA Sacramento Chapter.
SamTrans District Chief Officer, Planning, Grants, and the Transportation Authority, April Chan, will address upcoming projects, funding, studies, and how the San San Mateo County Transportation Authority responds to the new normal.
Thursday, January 21st
11:45 to 1:30 PM
ACEC Members – Free
Scholarship Donations gratefully accepted
Are you a company owner wondering how to transition your business to the next generation? Or are you an employee wondering about your future and how you can become a shareholder?
Join Bill Mandel and Laura Howard to explore the process of creating an ownership transition program, the latest program trends, and common pitfalls that can derail your efforts to achieve a successful transition. Laura and Bill will discuss:
- Designing and implementing an ownership transition program that best fits your firms values and culture
- Determining the value of your firm to maximize the firms worth
- Establishing clear performance criteria for candidates for ownership and choose the appropriate mechanisms to transfer ownership from one generation to the next
- Identifying and nurturing the next generation of leaders
Laura Terry Howard | Fox Rothschild LLP| Corporate Partner and Co-Chair of the firm’s Business Succession Planning Practice | San Francisco, CA. Laura was a contributor and the editor of Architects Essentials of Ownership Transition published by John Wiley and Sons. She earned her J.D. from the University of California, Berkeley, School of Law and her B.A., magna cum laude, from Emory University.
Bill Mandel | Fox Rothschild LLP| Corporate Partner and Co-Chair of the firm’s Business Succession Planning Practice | San Francisco, CA. For more than 25 years, Bill has helped develop ownership transition programs for some of the leading professional service firms and speaks extensively on the topic. Bill co-authored Architects Essentials of Ownership Transition published by John Wiley and Sons and is a licensed CPA.
- Company logo/weblink on our website and event promos
- Feature post on our LinkedIn page
- Opportunity to provide a one-minute firm overview at the start of the event
- Opportunity for one person from your firm to network after the webinar with a panel member (your choice!) for 15 minutes through a Zoom breakout room after the event.
- Contact Gene Lushervich for more information firstname.lastname@example.org
Presenter: Ken Phelps, Sr. Technical Specialist
Bio: Ken Phelps is a Sr. Technical Specialist at U.S. CAD and a Bluebeam Certified Instructor and Consultant. He has been helping customers implement design and design review technology for over 20 years. Ken has been a highly rated presenter at the Bluebeam Extreme Conference for the last 3 years.
Description: This presentation will focus on increasing your efficiency by using Bluebeam Revu. Join Ken Phelps, Sr. Technical Specialist at U.S. CAD, to learn how to apply best in class markup tools. Attendees will see the ability to track everyone’s markups, assign responsibilities, and keep tabs on project progress while auditing what changes are being made to each revision. With Bluebeam Revu, you can significantly cut down the hours spent on the design review process by leveraging both the power of Revu and Revu’s integrated cloud-based solution, Bluebeam Studio, for real-time collaboration. There are no limits to what you can achieve with Bluebeam solutions.
- Redline PDFs with customizable clouds, callouts, and CAD symbols and save custom annotations in the Tool Chest for easy reuse
- Assign responsibilities and keep tabs on project progress while auditing what changes are being made to each revision
- Significantly cut down the hours spent on the design review process using Revu’s integrated real-time collaboration solution, Bluebeam Studio
Chief of the Geodetic Branch at the California Department of Water, Pat Tami, will discuss what’s on tap for the department over the next few years.
Wednesday, February 24th
11:45 to 1:30 PM
ACEC Members – Free
Scholarship Donations gratefully accepted.