Leading with Financial Intelligence in AEC Firms: A Leadership Workshop

Financial intelligence is a leadership superpower. In AEC firms, it is essential for sustainable growth, strategic focus, and executive accountability. This Stambaugh Ness workshop moves beyond basic project financials to connect performance metrics directly to firm-wide decision-making.

Participants will explore realistic utilization goals based on available hours, equip project managers with data for accountability, and understand how utilization, multiplier, and backlog collectively drive firm profitability.

Learning Objectives

• Interpret key firm performance metrics, such as utilization, multiplier, backlog, and profit drivers, to evaluate and communicate firm health at a leadership level.
• Develop attainable utilization goals using available hours and staffing capacity metrics that promote accountability and realistic performance expectations.
• Connect financial data to strategic leadership actions, identifying and implementing 2-3 targeted decisions that strengthen firm profitability and sustainability.