Participate in the architecture and engineering executive training program guaranteed to improve your financial literacy and move you from reactive accounting to proactive strategic leadership. Join peer leaders and AEC financial management experts in-person or live online!
Top-performing AEC firms dramatically outperform industry medians in profitability, growth, cash flow, & operational efficiency. Ready to join them?
This workshop shows you exactly how they do it—and how to apply those practices at your firm. Throughout the two days, you work through real AEC financial scenarios, use proven tools and models (including benchmarking and KPI tools), build your own implementation plan, and apply concepts directly to your firm’s situation.
You leave with next steps—not just notes.
Understand how money really flows through your firm: From labor → WIP → receivables → cash.
• The critical relationship between Work-in-Process, A/R, cash, and payables
• Why firms appear profitable—but still struggle with cash flow
• How to identify hidden profit leaks in your project lifecycle
Learn the three variables that determine profitability—and how to actively manage them:
• Direct Labor Multiplier (target ~3.2 and why it matters)
• Utilization (and why it’s often misunderstood)
• Salary-to-Expense Ratio
Plus, you’ll model real scenarios to see exactly how small changes to these metrics can drive massive profit improvement.
Most firms “report the past" because that's how their ERP operates. High-performing managers engineer the future. Learn how to:
• Build forward-looking financial plans (not just budgets)
• Use benchmarking to set aggressive but achievable targets
• Identify which levers to pull when performance slips mid-year
• Create a financial operating system for continuous improvement
Cash flow is where most AEC firms struggle. This workshop shows you how to:
• Reduce WIP and A/R days outstanding
• Accelerate billing and collections cycles
• Avoid common traps that artificially inflate profits but starve cash
• Understand exactly how long it takes to convert work into cash—and ways to shorten it.
Profitability starts at the project level—not the income statement. You learn how to:
• Price work to ensure built-in profitability
• Manage contingencies and reduce write-offs
• Align project performance with firm-wide financial goals
• Identify and prevent scope creep and margin erosion
Growth without financial control destroys firms. This program shows you how to scale the right way. So you learn how to:
• Use capacity planning to match staffing with revenue goals
• Build reliable backlog and bookings forecasts
• Model hiring decisions and their impact on profitability
• Understand how top-performing firms are hitting 2x and 3x median AEC profitability levels,
Master the Metrics That Matter
Stop managing in the rearview mirror. This workshop provides the financial foundation you need to master how money truly flows through your AEC firm. You learn how to:
Hands-On. Practical. Immediately Applicable.
This isn’t a lecture; it’s a working session. We move quickly from lessons and concepts to applying your new knowledge to real-world scenarios. Exercises include:
If you're ready to move beyond just "keeping the books" and start influencing your firm’s value and future, this program is for you. We cover the strategic side of financial management, including:
• Pricing for Profit: Learn how to move away from commodity pricing and use different fee structures to increase margins.
• Strategic Overhead Management: Learn how to manage FAR overhead rates versus operating overhead to maximize returns.
• Ownership Transition & Valuation: Understand how PSMJ values firms for internal transition and what factors—from team risk to market position—affect your firm's share price.
Leave with a Plan
You won't leave with a binder of slides. Every attendee completes a Personal and Firm-Wide Implementation Plan to ensure the skills you acquire become action items on Monday morning.
Nothing's worse than than a one-way street. That's why Successful AEC Financial Management Workshop engages you with hands-on exercises throughout the program. You and your peer firm leaders attack (and solve) common challenges unique to the AEC industry:
Discuss in your group the best protocols for setting up contingencies, write off practices and when to reserve project fees, based on the following scenarios: Charges to jobs without contracts, percentage spent is less than the percentage complete, aging work in process, percentage complete is less than the percentage spent, and jobs with unusually high risks. .
You and your group are principals in SJA, a 100-person AEC firm. PSMJ provides the KPIs, you use our included digital tools to test the impact of adjusting DLM, Utilization, Salary to Expense Ratio, Revenue Factor and Operating Profit up or down. Best of all, you can use these same modeling tools the day you get back to the office to see what to attack first!
Using our provided KPIs from our fictional firm's past 5 years, and PSMJ’s financial performance benchmarking data, you learn how to identify metrics in most need of improvement, with hands-on experiments that allow you test the impacts on profitability. Establish goals for SJA, develop a staffing plan, set budget capacity, lock down forecasting targets, and test your strategies using real-world AEC financials.
You firm can't operate without cashflow, so you and your small group work together to apply everything we teach you about collections. Get ready for "ah-ha!" solutions to the most frustrating scenarios, including extensive backup for charges, billing upon completion of large milestones, "You get paid when we get paid", open-ended retainage provisions, vague invoicing requirements, T&M invoices requiring progress report, unclear or one-sided change management terms, and no penalty for late payment .
Don’t waste your firm's time and money on lesser imitators or so-called "institutes" with inexperienced instructors, ultra-basic and hypothetical content, and boring presentations. Trying to get truly sustained project management improvement from such inferior services will only leave you frustrated. Count on the AEC industry's premier training provider!
In just two days of in-person, or via six LIVE online sessions, Successful AEC Financial Management Workshop delivers the essential skills, strategies, and tools you need to take control of your firm's profitability.
See what our graduates have to say
“Jenifer was outstanding. She broke down each aspect of the accounting and financing process and tied it together with operations, which is something that I don't see done so well. Keep Jenifer for as long as you can. She did a tremendous job and I was thoroughly engaged from the very beginning to the very end of the two-day program.”
Paul Foley, President, Feldman Geospatial
“The workshop was a great success because of the instructor's insight on the content — she is actively participating in her firm and using the tools herself. Also, the group setting allowed a variety of discussion from the various firms represented in the room. Keep up the great work on developing this type of workshop.”
Rob Brandwick, COO, HTG Architects
“I had so many takeaways, it's hard to just pick one. The whole presentation was great. Now it's time to start playing with the tools in the toolbox.”
Michael Nadeau, President, Meridian Engineering, Inc.
“I was so extremely impressed with Jenifer and her wealth of knowledge. This class size and content far exceeded any expectations I had. It is very possible I will reattend this class in the future.”
Bryce Olberding, Principal, Architects West
“It was an excellent experience. What I enjoyed the most was how practical and directly applicable the content is to our day-to-day work. I walked away with several useful tips and insights, and I truly valued the opportunity to share experiences with peers. This isn't the typical training where you simply sit and listen — it's hands-on, interactive, and focused on ensuring you can actually apply what you learn. Overall, it was a very valuable workshop that I would highly recommend.”
Maria Silvana Mori, Group Financial Controller, CSI USA Group
“This is exactly the content I was hoping to cover. Thanks so much for the thoroughness, and the Excel templates are very much appreciated.”
Jim Wadlington, Financial Services Manager, HBG Design
“I really wish I did this 3 years ago before I entered into a 10-year buyout where I became 100% owner. This information really put things into context on where some of my struggles are coming from. The ownership transition information would have also caused me to more seriously consider it beforehand. Also, Jared is an amazing teacher!"
Leif Erickson, Managing Principal, Equilibrium Engineers LLC
“Simple tools, straightforward explanations, approachable concepts. Jared is (as usual), an exceptional instructor. Great job PSMJ!”
Chad Helmle, CEO & President, Craftwater
Accelerate your career with two days of immersive, in-person training or choose a LIVE online option with 6 hours over three days. Gain the skills, tools, and strategies to drive project success however you learn best.
If you prefer the convenience of online training, now you can get ALL the priceless tips, tools, and techniques that have made Successful AEC Financial Management Workshop so popular with Principals, CFOs, and COOs and Business Managers all without leaving your office! Our 12-hour interactive online training option is LIVE and conducted by the same AEC experts who deliver the in-person events. Delivered in six 2-hour blocks over 3 days (10 AM - 12 PM and 3 PM - 5 PM ET), Successful AEC Financial Management Workshop Online Master Class is the perfect profit-boosting learning event.
Choose one of our upcoming LIVE ONLINE options, each one presented on a Tuesday-Thursday cadence:
September 15-17, 2026 • November 17-19, 2026 • December 15-17, 2026
Sucessful AEC Financial Management Workshop is AIA CES-registered to provide this content. This workshop earns you up to 13 LU Hours, CEUs, or PDHs. Not all state and licensing boards accept these programs for learning units. For more information, please contact our education team at (617) 965-0055 or education@psmj.com.
Take the next step in your professional development
AEC L&D Manager: Maximize your entire team’s skill level when you bring this dynamic training in-house with an AEC Project Management Bootcamp program customized for your firm. It’s the cost-effective way to set performance expectations, communicate policy and practice standards, and improve project delivery at the enterprise level.