On-Demand
- 2025
- SBA Final Rule: Strategizing Your Next M&A StepsDeveloping a Seller-Doer Training Program for Your AEC FirmDeltek Vantagepoint 2025.1: Maximizing EfficiencyTransform Your Billing with Ajera’s Paperless Review ToolsFiduciary Duty: Protecting Your Personal Liability with Your 401K PlanSBA Final Rule & Its Impact on GovCon M&AMastering Pay Bands: A Strategic Approach to CompensationDeltek Vantagepoint: Workflows 101Remote & Traveling Employees: The Snowball EffectAjera 10 Widget OptimizationLearning is Selling: How eLearning Drives AEC GrowthTown Hall: Business Perspectives on President Trump’s Early ActionsVantagepoint Project Planning & Resource Management Best PracticesAEC Mergers, Acquisitions & Strategic Investment: Taking Care of the PeopleAjera User Group: Revenue Recognition and Managing WIPR&D Tax Credits: Benefits and Understanding Section 174 ChangesScaling for Growth: Driving Value in AEC Firm AcquisitionPreparing for Your FAR Overhead AuditIntroducing Ask Dela in Vantagepoint: AI PoweredMaximizing AEC Firm Acquisitions: The Role of Technology for InvestorsMaster Widgets for Success: Advanced Reporting Formulas in Ajera
- 2024
- Year-End Best Practices for Deltek VantagepointPost-Election Tax Update: Insights, Projections & Planning2025 Ajera Prep: Budgeting, Billing Rates, and Overhead Review2025 AEC Industry Outlook: Key Insights to Shape Your FutureLeveraging Benchmarking, KPIs, and Dashboards for Business Success with VantagepointBlueprint for Growth: State Expansion for Strategic Buyers of Architecture & Engineering FirmsMaximize Profit Margins: Smart Ways to Slice & Dice Ajera Project Data for Actionable InsightsIncentive Plans: Boosting Performance and MoraleWhat’s in Your ICQ: A Guide to ComplianceAEC Growth: Financial & Tax Strategies for Buyers & InvestorsMastering Government Contracting Compliance Through Project-Based ERPMaximize Your Efficiency with Vantagepoint Dashboard EnhancementsAutomating Ajera Retention and Pro Bono Project SetupMaximizing Overhead: Strategic Tax Planning for Government ContractorsWeathering Economic Uncertainty: What Every Architecture Firm Needs to KnowAE Professional Licensing: Tips, Tricks, and TrapsStreamlining Invoice Management in Deltek VantagepointAjera User Group: Earned Value AnalysisUnveiling the Future of AEC Business DevelopmentGovernment Accounting Compliance for Small AE FirmsVantagepoint Contract Management: Streamline Projects, Enhance Visibility, Reduce PaperworkCompensation Philosophy & Strategy: The Art and the ScienceResource Contract vs. Billing Contract Budgeting in AjeraHeading Towards the Cliff: Tax Update & Planning in Dynamic Times Part 2The A-Team for M&A: Building Your Dream Advisory TeamDeltek Vantagepoint 7.0: Security Roles and User Setting Best PracticesHeading Towards the Cliff: Tax Update & Planning in Dynamic Times Part 1Master PTO Accruals for Outsourced Payroll in AjeraManaging a Multi-State Business: A Strategic Guide to Compliance & GrowthThe Why & How of AE Firm OwnershipVantagepoint CRM for Improved Business Development VisibilityHow to Become an AEC Employer of ChoiceDeltek Vantagepoint 7.0: Exploring the New FeaturesBeyond the Myth: Proven Strategies for M&A Success in the AE IndustryCommon Ajera Setup Issues That Create Underlying Payroll Wage Reporting IssuesVantagepoint/Vision Virtual: Billing Rates & Terms Best PracticesAutomate and Simplify Payment of Client Invoices with Bill & Pay for AjeraBorderless Workforce: Unraveling State Wages and Reporting for TravelersAjera: Did You Know… (Part 2): Unearthing More Gems!AEC Firm Resilience: Merging Trends, Human Capital, and Market InsightsMicrosoft Copilot Implementation: What You Need to KnowIntroduction to Copilot: The Power of AI for Your BusinessOptimize Performance with FAR Allowable Bonus PlansSneak Peek into Ajera 10.0AE Firm Value Drivers: The Danger of Not Knowing Your DestinationDeltek Vantagepoint Dashboards & DashpartsFrom Risk to Resilience: A CEOs Role in CybersecurityAjera User Group: General Ledger (GL) Mapping Demystified
- 2023
- 2023 Ajera Year-End Closeup: Paving the Way to a Bright 2024Determining Your State Tax ReadinessExecutive Edge: Workforce Strategy for 2024The Power Duo: Projects and People in Deltek Vision / Vantagepoint2023 Tax Planning: Plan for the Worst, Hope for the BestSuccession for Internal Transition in the Work-from-Home EraAjera User Group: Important Data Verification Tips & TricksWhat’s New in Vantagepoint Version 6.5Ajera User Group: Consultant Management (Part 2)Upskilling: Strategies to Future-Proof Your WorkforceSeller-Doer Model for AEC ProfessionalsSensitivity, Awareness & MindfulnessThe Onboarding Process: I-9 ComplianceTime is Money: Optimizing Deltek Vison/Vantagepoint for ProfitabilityAEC Executive Forum: Unlocking the Power of a High-Performance WorkforceDrive Deal Success: Tax Optimization in M&A TransactionsAjera User Group: Consultant Management (Part 1)The Path to Seller-DoerSN’s Ajera Virtual User Group: Billing Rate Development for Optimal ProfitsTotal Compensation Packages: Getting it Right for Today’s EmployeeLeveraging Workflows to Optimize Deltek CRMSALT: What’s New, What’s Changing, and What’s Staying the SameSN’s Ajera Virtual User Group: Project Command Center Budgeting MethodsCultivate Growth with a Performance Improvement MindsetTax Cuts Ending: Prepare Now for the Great ExpirationImportance of Project Management: Not JUST in Uncertain TimesAE Firm Valuations: M&A’s Crucial Opening ActSN’s Ajera Virtual User Group: Consultant as Employee SetupWhat’s New with Vantagepoint Version 6.0SN’s Ajera Virtual User Group: Ajera Security Roles Set Up12 Soft Skills Every Seller-Doer Must HaveCareer Pathing for Business GrowthEngage Your Project Managers for Project & Profit Success with AjeraMeasuring and Moving Key Performance Metrics thru BenchmarkingManufacturing Town Hall: Why CEOs & CFOs Should Turn Big Data into Financial ActionHow to Modify Ajera’s Standard Invoice FormatsSN’s Ajera Virtual User Group: Did You Know…Your Job Just Got Easier: Outsourced Accounting for AE FirmsAE Town Hall: Productivity – The Achilles Heel of AE FirmsAutomate Your Business Development Activities in AjeraCybersecurity: a C-Suite PriorityPreparing Financial Statements in Deltek: A Better Way for Your FirmCompensation & Benefit Challenges in Today’s Economic LandscapeBoost Project Data with Ajera Project TemplatesOwnership as a Recruitment Tool: Risk or Reward?Customizing Ajera for Optimal Data ReportingWhy People Need to be Part of Your Business StrategyFederal Contracting: Timekeeping Internal Control RequirementsVantagepoint/Vision Virtual User Group Meeting: ProposalsAjera’s Schedule ManagerSN’s Ajera Virtual User Group: Prepping for a Better 2023
- 2022
- Demystifying Commonly Misunderstood or Unknown Tools in AjeraDon’t Get Blindsided: NEW R&D Amortization RulesManufacturing Town Hall: Maintain Profitability with Changing CostsSALT: Forgotten State Tax ConsiderationsACT NOW: Lease Accounting Standards / ASC 842The Critical Role of IT in M&AAjera 9.70 – Project & Phase Updates Made EasyAccount-Based Strategies for High Performance AEC FirmsThe Financial Side of ESOPsAjera Automation ToolsTown Hall: An Economic Update with Anirban BasuThe Wait is Over, Deltek Vantagepoint 5.5 is Here!SN’s Ajera Virtual User Group: Security Roles, Your Data’s GatekeeperGeneral Ledger Mapping in AjeraKPI’s for AE Firms: Benchmarking for PerformanceWhen Leaders Underperform: Executive InvestigationsVantagepoint Transition: Ready-Set-Go!Where Does Your Business Have State Income Tax Filing Requirements?SN’s Ajera Virtual User Group: Managing WIP for Accurate Reporting (Part 2)Beyond the Strategic Planning WorkshopBusiness in a Disruptive Era: A Town Hall DiscussionOrganizational Architecture: StructureESOPs: An AE Workforce AdvantageBilling Rate Tables in AjeraOrganizational Architecture: ProcessOrganizational Architecture: StrategyManaging Work-in-Progress (WIP) for Accuracy in Ajera, Part 1Trendspotting: Lynchpin of Successful StrategyRansomware: Security Solutions for Your AE FirmOrganizational Architecture: CultureAE M&A: Post Deal Integration & Client RetentionDeltek Vantagepoint/Vision User-Defined ComponentsR&D Tax Credit: Reward Without the RiskSN’s Ajera Virtual User Group: Top User Tips for Ajera (Part 2)Organizational Architecture: PurposeManaging Discrimination InvestigationsDeltek Vantagepoint/Vision User Group: Vantagepoint 5.0!Recruiting Reimagined: Tips for High Impact HiresFinding Thousands with R&D Credit: AE Firms Success StoriesThe Critical KPIs of Business Development & MarketingM&A: The Money Side of the DealOptimizing Your AR Collection Process within AjeraThe Power Couple: Power BI + Project ManagementKeeping Your Talent: Retention Strategies for 2022Deltek Vantagepoint/Vision User Group: Key MetricsEasy Month-End Review with Ajera Widgets & DashboardsSourcing Service Revenue with a Dash of SALT!Abuse of FMLA/ADA/Workers Compensation: Prevention & InvestigationDeltek Time Keeping Best Practices for R&D Tax CreditRecord and Reporting Payroll Tax Liability in AjeraConsultant & Commitment Management Solutions for Deltek AjeraDigitally Transform Your Remote WorkforceOptimize Ajera for Better R&D Tax Credit ResultsUnlock Vision Vantagepoint Potential with Power BIMaking Rain: Understanding Business Development ModelsAjera’s Paperless Billing ReviewM&A Success: The People First FactorDeltek Vantagepoint/Vision User Group: Top Security!Ajera Project Budgeting, Resource Allocation & Schedule Manager
- 2021
- HR Strategy for 2022 and BeyondA Deep Dive into Ajera Project Management DashboardsM&A Deal Structure through a Tax LensEmpower Your Financial Data: Power BI + Vantagepoint/VisionDeltek Vision/Vantagepoint Project Close-Out TipsGet Prepped! Year-End HR & PayrollAjera Project Setup and ReportingTop 5 Financial Metrics for AE FirmsBusiness Development Planning: An Anticipatory ApproachTax Trick or Tax Treat? Year-End Tax Planning RecommendationsThe Fundamentals of Firm ValuationSecurity in The CloudVantagepoint/Vision Virtual User Group: Best Practices for Time & Expense and BillingStrategic Planning with an Anticipatory TwistAjera User Group: Just Because You CAN, Doesn’t Mean You SHOULDProject Accounting Basics for AE FirmsAjera Alerts, Notifications & RemindersThe R&D Tax Credit For BeginnersCommon Accounting Mistakes AE Firms MakeIT Strategy for the Future: Mapping Out Your IT StrategyDeveloping Business VirtuallyAjera Widget Design II (Intermediate)IT Strategy for the Future: Evaluating Your IT Strategy PostureVantagepoint/Vision Virtual User Group: FAR Compliance Review and VP/VSN Setup TipsHow to Trick Out Ajera for Your Marketing TeamBusiness Improvement Strategies for Successful TransitionsAligning IT Strategy: Future-proofing Business GoalsAjera Widget Design I (Beginner)FAR Compliance Review and Ajera Setup TipsThe Role of Client Experience in Driving RevenueThe “OTHER” State TaxesVantagepoint/Vision Virtual User Group: Proposals, Projects & Sub-Consultant TrackingAjera User Group: Security SnafusInternal AE Ownership Transition: Plan with a PurposeFHWA/PPP Update: Get the Facts!Vantagepoint/Vision Virtual User Group: Rate TablesAjera User Group: Invoice AdjustmentsBeyond Technical: People Skills for Successful AE TransitionsInstant Credibility: How AE Seller-Doers Can Generate New Business Through ReferralsAjera Overhead Calculation Methods & ReportingFHWA Guidance: Where Do We Go From Here?Vantagepoint/Vision Virtual User Group: Managing Employee DataAjera User Group: Payroll VarianceBoost Security in Microsoft TeamsUtilizing Ajera’s File Streaming Tools for Billing EfficiencyState Tax Risks in a Remote/Telecommute WorldAjera Work In Progress (WIP) Management – Effects on Project & Financial Reporting“The Pursuit” – Vantagepoint/Vision Opportunities/Pursuits/PipelineTop Do’s & Don’ts for Microsoft TeamsAjera User Group: Show Me the Money!Smarter Selling: Business Development Tools for the Seller-DoerBeyond Chat: Getting the Most from Microsoft TeamsThe Saga Continues: PPP, FHWA & FAR Overhead RatesCreating Strong & Effective Client RelationshipsClaiming ERTC: Credit Alert for EmployersAjera User Group: Credit Memos – Trickier Than You ThinkThe Seller-Doer Model: What Executives Need to KnowThe Missing Competency: The Ability to AnticipateAjera User Group: Is Your Ajera Really in ‘Real-Time’?
- 2020
- Enable & Empower Your Workforce with Windows Virtual DesktopVantagepoint/Vision Virtual User Group MeetingAjera User Group: Fun With WidgetsJump Start Growth with Process MappingAjera Credit Card Import & ProcessingAre Your Financials Right and Wrong?Vantagepoint/Vision Virtual User Group MeetingSecurity in the Modern WorkplaceThe Future: Collaboration + RelationshipsAjera User Group: Tasks & In House Expense ToolGenerating AEC Work in Uncertain TimesTransformation: Move Beyond Your CompetitionAjera User Group: Google Maps with AjeraDriving Project Success with Deltek VantagepointAjera User Group: Project Management Oversight (PMO)Creating Actionable Vantagepoint DashboardsDeltek Vantagepoint/Vision PTO Requests & ApprovalsAjera User Group: Custom Fields to Optimize EfficiencyDeltek Vantagepoint/Vision User-Defined Fields & Workflow BasicsAjera User Group: Innovation with WidgetsDeltek Vantagepoint/Vision Account Payable (AP) ApprovalsAjera User Group: State and Local Tax ReportingPost-Wayfair: The Ongoing ImpactDeltek Vantagepoint/Vision Approval Engine