EDSymposium11 Brochure

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The Francis Marion Hotel June 8—11, 2011 • Charleston, SC

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Greetings SDA Members & Guests, Are you ready to Design your Future? It’s time to focus on what the future holds for us as individuals, as a society, as a profession. Learn More, Do More, Lead from the Francis Marion Hotel, June 8-11, 2011! The Francis Marion Hotel is located in the design district of historic downtown Charleston, SC. As the only “high rise” hotel, rising 12 stories above the historic district, many of the rooms in the Francis Marion offer spectacular views of Charleston’s church steeples, antebellum mansions and famous harbor. Guests can enjoy classic Southern cuisine for breakfast, lunch and dinner at The Swamp Fox Restaurant, complete spa services at Spa Adagio, cocktails and piano music in the Swamp Fox Bar and all your coffee needs can be met at the Starbucks located within the hotel. Located on historic Marion Square, the magnificent gardens, house museums, antique shops, local boutiques, restaurants and nightlife that make Charleston unique , are all an easy walk from the hotel. This year’s educational and networking schedule is sure to impress. We have secured expert speakers who will be presenting topics relative to the A/E/C industry. With over 25 hours of continuing education offered, you are sure to walk away with new ideas that you will be able to bring back and implement into your firm. And what about events to get us out of the hotel and other networking opportunities? Well we listened to your feedback and are excited to offer many opportunities including a welcome reception at a local wine and art gallery, a private charter harbor dinner cruise where guests will partake in a three-course dinner, drinks and dancing, and other walking tours. Folks who live in Charleston bemoan one thing, time and again: there’s so much to do, we don’t know where to start. Here’s a never-fail plan: Stroll. Explore. Browse. Taste. See. Do. Oh, and make sure to get in all those continuing education units too! So...are you ready to come “Where History Lives” to Design your Future? Sign up today for the 2011 SDA EDSymposium… Tami M. Griffin, CDFA EDS11 Chair

EDSymposium11 Convention Chair Message

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The Executive Committee, the staff at SDA Headquarters, and the EDSymposium 11 committee are excited to invite you to join us in Charleston, South Carolina! This year, we’ll be shaking things up a bit. Here are a few changes to look for: Business casual dress for all the sessions and meetings. To

say that Charleston is hot is an understatement! Let’s all be comfortable while we learn, network, and conduct the business of the society. As usual, our Celebration Banquet Saturday evening will be cocktail attire. Personally, I’m not packing any suits and I’m feeling pretty thrilled about it. We won’t be starting EDS11 with a Leadership Day. Instead, we’ve planned leadership seminars throughout our four days together. We hope everyone will come away with new (or improved) leadership skills for both personal and professional growth. The presentation of the Annual Report will be pared down, and will be made available online well before June. The intent is to move as quickly as possible through routine items so that we can concentrate on any important business of the society that comes before us. So many great seminars, such delicious food (grits! Fried green tomatoes! Shrimp martinis! She-crab soup!), and fun networking opportunities at our social events! Who could resist? My theme for this term is “Learn More, Do More, Lead”. EDSymposium is our opportunity to come together to educate our members and to discover and nurture future leaders. I hope that our event in Charleston fosters both these goals, and that every attendee has a wonderful experience, learns much, and returns home rejuvenated and focused. True leaders are chapters, not books. They are stewards of a legacy, serving as links between the past and future. ~ Marilyn Carlson Nelson Karen Roman, CDFA, LEED AP 2010-2011 National President

President’s Invitation

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EDSymposium 11 Schedule Tuesday, June 7, 2011 3:00 p.m. - 5:00 p.m. CDFA Exam Wednesday, June 8, 2011 7:00 a.m. - 5:00 p.m. Registration 7:30 a.m. - 8:30 a.m. Plated Breakfast & Welcome Address 8:30 a.m. - 9:00 a.m. State of the Society Address 9:15 a.m. - 10:15 a.m. Keynote Address Nan DeMars 10:30 a.m. - 11:30 a.m. History of Charleston Joseph P. Riley, Jr. Mayor—Charleston 11:30 a.m. - 12:30 p.m. Networking Luncheon 12:45 p.m. - 2:45 p.m. Ethics in the Workplace, Part I Nan DeMars 2:45 p.m. - 3:00 p.m. Break with Exhibitors 3:00 p.m. - 5:00 p.m. Ethics in the Workplace, Part II Nan DeMars 6:00 p.m. - 8:00 p.m. Welcome Reception @ Gaslight Art & Wine Gallery Thursday, June 9, 2011 7:00 a.m. - 5:00 p.m. Registration and Exhibitor Tables 7:30 a.m. - 8:30 a.m. Breakfast with Exhibitors 8:45 a.m. - 11:30 a.m. Annual Business Meeting 11:30 a.m. - 12:00 p.m. Break with Exhibitors 12:00 p.m. - 1:30 p.m. Awards Luncheon 1:30 p.m. - 3:00 p.m. Intern to Principal—Developing Your Firm’s Future Harry Falconer, Jr. 3:00 p.m. - 3:30 p.m. Break with Exhibitors 3:30 p.m. - 5:00 p.m. Identity Theft—More than Just a Financial Risk Jessei MacIntire Strategic Planning: Keys to Designing Your Future Cara Bobchek 6:30 p.m. - 10:00 p.m. Dinner Cruise - Charleston Harbor (Optional Event) Friday, June 10, 2011 7:00 a.m. - 5:00 p.m. Registration and Exhibitor Tables 7:30 a.m. - 8:30 a.m. Continental Breakfast - Networking

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EDSymposium 11 Schedule 8:30 a.m. - 10:00 a.m. Clients from Hell and Other Love Stories Steven Burns A Primer on FAR Deborah Gill 10:00 a.m. - 10:30 a.m. Break with Exhibitors 10:30 a.m. - 11:30 p.m. The Art of Personal Branding James Patrick Developing Winning Proposals Gina Bedoya 12:00 p.m. - 1:30 p.m. Buffet Lunch Certification—What’s it all about? 1:30 p.m. - 3:00 p.m. Going Green: Paperless Invoicing & Digital Submittals Bob Batcheler Reputation Studies & Client Satisfaction Programs Dennis Schrag 3:00 p.m. - 3:15 p.m. Break with Exhibitors 3:30 p.m. - 5:00 p.m. Self-Guided Walking Tour 3:30 p.m. - 4:30 p.m. Carriage Tour (Optional Event) Palmetto Carriage Saturday, June 11, 2011 7:30 a.m. - 8:30 a.m. Buffet Breakfast 8:30 a.m. - 11:30 a.m. Annual Business Meeting 8:30 a.m. - 9:45 a.m. Public Speaking James Patrick 10:00 a.m. - 11:30 a.m. Financial Considerations for A/E Firms Carole Sanderson 11:30 a.m. - 1:00 p.m. Lunch on your own 1:00 p.m. - 2:30 p.m. Principal & Administrator—A True Partnership Ned White, AIA Canstruction Workshop Canstruction Board 6:00 p.m. - 7:00 p.m. Banquet Reception/Hosted Bar 7:00 p.m. - 9:30 p.m. Installation/Celebration Banquet 9:30 p.m. - 10:30 p.m. Banquet Reception/Hosted Bar

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EDSymposium 11 Speakers Bob Batcheler

Bob Batcheler is Newforma’s vice-p r e s i d e n t o f industry marketing a n d p r o d u c t m a n a g e m e n t . Bob’s career as a

professional engineer includes time at Black & Veatch and Bechtel Power Corporation. His AEC technology background encompasses a variety of roles at Autodesk and Softdesk. Bob earned bachelor’s and master’s degrees in civil engineering from Lehigh University, and qualified as a registered professional engineer in Maryland.

Laura Bellis

Laura Bellis teamed up with BNIM Director of Information Services Kelly Uehling, MCSE, to develop a

paperless invoicing system that reduces environmental impact, cleans up the work atmosphere and reduces costs by speeding up BNIM’s billing process. They last presented their case study at Deltek Insight 2010. Laura has been with BNIM for five years, where she has assisted with and managed a full range of accounting functions, from cost accounting to billing to tax preparation. She has over 13 years of experience in the accounting field. She holds a bachelor’s degree in management and accounting from Graceland University.

Cara Bobchek

For 28 years, Ms. Bobchek of Kogan & C o m p a n y h a s s p e c i a l i z e d i n s t r a t e g i c a n d scenario planning, market ing, and

communications exclusively in the architectural, engineering, and construction fields. As a strategic planning advisor, she studies the management, operational, and performance issues facing a firm and facilitates planning sessions to define near-term goals and long-term vision. She helps firms to make good decisions about human resources, organizational structure, leadership continuity, target markets, services lines, and corporate growth & acquisitions. Recent clients include small, mid-sized, and top-50 architecture and engineering firms nationwide. Cara was previously Business Development Group Manager at a Washington, DC area ENR Top 50 Design Firm. An independent consultant, Cara speaks at national organizations on topics of interest to design firms. Cara is co-author of Strategic Planning for Design Firms (Kaplan AEC, 2007).

SDA Speaker New Speaker Returning Speaker

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EDSymposium 11 Speakers Steven Burns, FAIA

Steven Burns is an architect with more than 20 years of practice in designing and construct ing buildings in the US,

Europe and Asia. After receiving his Master in Architecture degree from Harvard University in 1986, Steve spent 7 years with SOM, where he worked in their Chicago, London and Berlin offices. In 1993 he co-founded Burns & Beyerl Architects in Chicago. During his 14 years as Managing Partner, the firms earnings grew at an average of 24 percent per year. Steve is known as the “father of ArchiOffice”, a leading office, project management software solution currently used in over 800 firms around the world. Steve joined BQE Software in late 2009, where he is director of Product Strategy and Innovations and continues to lead the company in its development of ArchiOffice and EngineerOffice.

Nan DeMars

Nan DeMars is an i n t e r n a t i o n a l l y -recognized Office E t h i c s s e m i n a r leader , keynote speaker, author,

columnist, media talk-show guest and trainer of over 100,000 office professionals. She is author of the first-ever “bible” on workplace ethics, You Want Me To Do WHAT? When, Where and How to Draw the Line At Work (Simon & Schuster). Ms. DeMars is President of Executary

Services, a consulting firm providing workplace ethics seminars and keynote presentations. Her firm also offers placement services for the “board room” assistant. She is the Office Ethics columnist for OfficePro Magazine, a CBS affiliate WCCO Radio’s ‘ethicist’ expert and is a guest writer often for the Minneapolis Star Tribune.

Harry Falconer,

JR. Harry Falconer joined NCARB in April 2006. As the

director of the Intern Development Program (IDP), he leads the directorate to provide professional support for the program. He is responsible for administration of the Council’s IDP related initiatives and matters pertaining to the IDP. Harry’s career in architecture includes 15 years of experience in A/E firms and 7 years of experience in facilities planning and design. His direct involvement in all phases of design, construction, and project management has allowed him to become knowledgeable in the many aspects of the profession. Harry holds a bachelor of architecture degree from Virginia Polytechnic Institute and State University and is licensed to practice architecture in the Commonwealth of Virginia. In 2010, Harry was awarded NCARB’s highest honor, the President’s Medal for Distinguished Service, for his leadership in the Intern Development Program.

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EDSymposium 11 Speakers Mark

F r i e d l a n d e r , Esq. Mark Friedlander is an attorney and Partner in the Chicago office of Schiff Hardin LLP

and received his Juris Doctor degree from Harvard University in 1981. Mark is a Fellow in the American College of Construction Lawyers where he has also served on the Board of Governors. He is an Adjunct Professor at the University of Illinois School of Architecture and he has also served as a Legal Advisor to the Testimony Review Subcommittee of the American Consulting Engineers C o u n c i l . M a r k ’ s p r a c t i c e concentrates in Law of Architecture and Construction, Arbitration and Alternative Dispute Resolution, Professional Liability Defense and Real Estate Brokerage.

Deborah Gill Deborah Gill,

CPA CDFA is the Controller at Clark ◊ N e x s e n , Architecture and Engineering, a 500 man A/E firm

headquartered in Norfolk, VA. Prior to this position, she owned her own firm for 14 years, Profit by Design, Ltd., which provided management and systems consulting services to A/E firms and worked at Clark Nexsen for a previous 13 years in its Madrid, Spain and Norfolk, VA offices. Her experience includes accounting for government contracts, contract administration, system audits, Deltek

Vision software, corporate budgeting and strategic planning, and project management. Returning to Clark Nexsen, Ms. Gill went through eight audits in her first year. “Now we’re more prepared”. Deborah is a past national President of SDA, is Treasurer of the national Canstruction® organization and co-chair of the Hampton Roads Canstruction® event. She created EDTrak for the SDA as a product revenue source and was Editor of the 1st Edition of the Handbook for A/E firm Administration and she is currently the President of the Hampton Roads Chapter,

Nancy Aber Goshow, AIA, LEED AP

N a n c y A b e r Goshow is the founding partner o f G o s h o w Architects. Un-

der her leadership, Goshow Archi-tects is dedicated to sustainable de-sign for public sector. It is known for its diverse range of green projects in the New York metropolitan area. Nancy is active within numerous civic organizations including being co-chair for Women in Architecture Committee, AIA; a founder of Women Builders Council; a board member of Women Construction Owners & Executives; and a national founding partner of Women Impacting Public Policy.

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EDSymposium 11 Speakers Aaron Kivett

Aaron Kivett’s p a s s i o n — a n d Verge’s mission—is to integrate pro-ject software such

as Autodesk Revit, Newforma Project Center and Deltek Vision to create better synergy between process and design. Prior to founding Verge, Aaron was the director of information services for BNIM. Aaron’s presentation experience includes Autodesk University and the American Institute of Architects—Technology in Architectural Practice conference. Aaron has also served on advisory groups for Autodesk, Deltek, Newforma and other leading software vendors. He holds a bachelor of science degree from the University of Missouri Kansas City, and is a Newforma Certified Trainer.

Jessei MacIntire

Jessei MacIntire has an extensive background in the corporate world working in the legal, education,

and human resources field but most recently as a private investiga-tor. As a private investigator she provided pre-employment background checks as a beneficial service to employers. During the past 8 years as an investigator, Jessei realized the growing nuisance of Identity Theft and the real threat it poses to people of every age. One of her passions is to

educate everyone on the face that identity thieves do not discriminate. Jessei has been a member of the National Association of Women Business Owners, Business Network International, Saguaro Rotary, Key-Group Women’s Network, Northern Pima County Chamber of Commerce and Arizona Association of Licensed Private Investigators.

Gina A. Bedoya

Gina A. Bedoya, Cer-tified Professional Service Marketer, has over 20 years of e x p e r i e n c e i n

marketing and management of professional service firms in the design and construction industry. She is president and owner of Bedoya Business Strategies, Inc. (BBS) which provides marketing, communications, and business management services. Gina has contributed articles on mar-keting and business management to various industry publications. Most notable is authoring the chapter “Developing and Implementing and Effective Marketing Program” for the 2009 Marketing Handbook for Design & Construction Professional and authoring an article for New York Construction Magazine titled “The Who, What, When, Why and How of Social Media for the A/E/C community. Gina holds a B.A. from Douglass College, Rutgers University, and has completed graduate course work in Urban and Environmental Planning from the School of Graduate Studies, Rutgers University.

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James Patrick, ACB, ALB

James Patrick is the M a r k e t i n g Coord inator fo r Stantec Consulting Services and is a seasoned presenter.

His primary goal is to engage and encourage change and fresh solutions to his audiences. He has presented to multiple professional trade organizations, non profits, and educational venues. James is an ac-tive participant and proponent of the Toastmasters International Program, chartering his own club in 2006 to which he served as President. Through Toastmasters he has r e c e i v e d t h e A d v a n c e d Communicator Bronze and Advanced Leader Bronze awards. He has performed keynote presentations, been a panel moderator and member, as well as hosted full seminars. James is the current President of Ad2 Tucson and sits on the board of directors of the Southern Arizona Architects & Engineers Marketing Association. He is a recipient of the 2009 Inside Tucson Business Up and Comer Award.

Mike Phillips, AIA, IIDA

Mike Phillips is the President and founder of

Phillips Architecture PA, a 20 year old multidisciplinary design firm in Raleigh, NC, named to the PSMJ Circle of Excellence and winner of ZweigWhite’s Best Architectural Workplace award in 2007 and 2009.

A registered architect and a certified interior designer, Phillips has incorporated his more than 25 years of commercial interiors and architectural experience into the development of customized method of collecting and incorporating feedback to benefit architectural and engineering firms and their clients.

Carole Sanderson

Carole Sanderson is CFO and partner of H e r s c h m a n Architects, Inc. (HA) in Cleveland, OH and

Tucson, AZ. Carole has received awards for b u s i n e s s e x c e l l e n c e , entrepreneurship and community service. She has been honored as an Enterprising Woman of the Year, an Athena finalist, Crain’s Business CFO of the year and 40 under 40 business leaders, National Association of Women Business Owners’ Rising Star and Top Ten Business Owner, and C l e v e l a n d M a g a z i n e ’ s M o s t Interesting People.

Dr. Dennis Schrag

Dr. Schrag is President of The Longview Group which provides t r a i n i n g a n d consulting services

to professional service firms. Dennis is a faculty member of Tippie College of Business—University of Iowa.

EDSymposium 11 Speakers

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Dr. Schrag teaches MBA level courses including corporate communications, entrepreneurial marketing, dynamics of consulting, and management through persuasion. Prior to joining The University of Iowa, he was corporate marketing manager for The Stanley Group, an ENR 100 firm. He was a public and private sector client. He is a frequent contributor to p ro fess iona l des ign serv ices publications. He was a Trustee of the SMPS Foundation and an SMPS Fellow.

Ned K. White, AIA

As the CEO and m a n a g i n g p a r t n e r o f Intergroup, Ned has helped lead

Intergroup in becoming one of the top 25 architectural firms in Colorado. He has played an active role in the American Institute of Architects, serving in several capacities, including president, of both AIA Denver and AIA Colorado. He also serves on the Dean’s Advisory Board, School of Architecture, CU. A strong supporter of AIA and SDA, Ned has presented seminars on Finance and Project Management to the Denver chapter as well as at the national convention. In addition, he leads seminars on practice and design for other professional groups.

Mayor Joseph P. Riley, Jr.

Mayor Riley is widely considered one of the most visionary and

highly effective governmental leaders

in America. First elected Mayor in December 1975, Mayor Riley is serving an unprecedented ninth term. Under his leadership, Charleston has increased its commitment to racial harmony and progress, achieved a substantial decrease in crime, experi-enced a remarkable revitalization of its historic downtown business district, seen the creation and growth of Spoleto Festival U.S.A., built the beautiful Waterfront Park, developed nationally acclaimed affordable housing, and experienced unprece-dented growth in Charleston’s size and population. Mayor Riley has lead a city government with an impressive record of innovation in public safety, housing, arts and culture, children’s issues, the creation of park and other public spaces, and economic revitali-zation and development.

EDSymposium 11 Speakers

SDA has gone GREEN

The SDA is doing its part in order to make a difference and be more earth friendly! The SDA is taking action by: Going paperless—all speaker handouts

will be available electronically and can be downloaded prior to the conference by going to the

EDSymposium11 homepage. Recycling plastic bottles and cans dur-

ing lunch and scheduled breaks.

Requesting that the hotel not pass out note pads to atten-

dees prior to the sessions.

Instructions for

downloading speaker handouts will be provided

by May 30, 2011.

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Educational Sessions Ethics in the Workplace, Part I & II

Nan DeMars This energizing ethics presentation is interspersed with humor and reality-based examples (some ripped from today’s headlines) along with a few thought-provoking ethical dilemmas. The session is guaranteed to bring a fresh awareness of the meaning of the New Accountability and the New Loyalty of employees today. Anyone who has ever encountered an ethical dilemma in the workplace (or may do so in the future) will benefit from this eye-opening dialogue. This interact ive, part ic ipatory Workshop will consist of in-depth case study discussions on ethical dilemmas in the workplace. Participants will: Be lead far beyond a surface of

examination of ethics and into the heart of real-life workplace ethical dilemmas.

Learn how to help impede the effect of factors that lead to unethical behavior in their work environment.

Better navigate through their own ethical dilemmas, currently and in the future, and guide others to do the same.

Gain knowledge to maintain confidentiality in their workplace while safeguarding the security and integr i ty o f bus iness information.

Reinforce their beliefs about maintaining the ethical workplace while upholding their personal standards as well as those of their profession.

Intern to Principal: Developing Your Firm’s Future

Harry Falconer, Jr. The Intern Development Program (IDP) is a road map that interns and

supervisors can use to help navigate the practice of architecture. As a design administrator, your role is to foster a great work environment and to attract an exceptional work force. With a vibrant IDP program at your firm you can attract new inters as they will appreciate your commitment to them. This presentation will over how you can integrate the program into the daily structure of your firm. Learn about how various firms have promoted licensure and created an atmosphere that supports the intern and supervisor. Become informed about the basics of the program and learn about resources available to you and your firm.

Identity Theft - More than Just a Financial

Risk Jessei MacIntire Identity theft is a real threat whether you are in the workplace or a public environment. Identity Theft most often happens in the workplace. It is a fact that 1 in 4 households will be hit this year alone. Participants will learn: Tips to avoid Identity Theft How to Safeguard Workplace

Documents T h e d i f f e r e n c e b e t w e e n

“resolution” & “restoration” Is shredding really enough?

Strategic Planning: Keys to Designing

Your Future Cara Bobchek When it comes to the future of your firm, you can try to shape it or you can just let it happen to you. Strategic planning allows you to control your destiny. Participants will learn the keys to successful strategic planning, with real-world examples from design firms across the country.

Through this presentation with case study examples, participants will be able to: Appreciate the fundamentals of

strategic planning and how strategic planning can help their firm to achieve its long– and short-term objectives.

Understand the importance of embracing a long-term vision for their firm.

Identify issues or challenges facing their firm and develop strategies to surmount them.

Understand how to prepare for strategic planning and the logistics of developing the plan itself.

Apply tips to ensure the successful implementation of their strategic plan.

Clients from Hell & Other Love Stories

Steven Burns One of the most traumatic experiences an architect faces is when the client relationship breaks down. Sometimes this happens in a meeting, other times it arrives in the form of a certified letter from an attorney. In either case, most architects take the blow personally and respond emotionally. This session will examine the correct approaches to handling these situations so the firm and the team are not emotionally and financially exhausted and energy can be applied to areas that improve the firm and its projects. In addition and more importantly, we will learn how to better manage the client and their project; ways to increase sensitivity amongst the team members so they can recognize the subtle cues coming from clients and respond appropriately before the situation gets out-of-hand.

Project Management

Tours/Professional Development

Office Administration

Marketing

Finance

Human Resources Key Code

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Educational Sessions A Primer on FAR Deborah Gil

As the commercial building market has dried up in the past two years, more and more companies have turned to the federal marketplace. Working in the federal marketplace brings a whole new set of regs and rules that have to be followed. On the accounting side, the Federal Acquisition Regulation (FAR) is the core of the regs that need to be followed and the 2009 AASHTO guide is the key to interpreting these regs for A/E firms. Not only must you prepare your overhead statement in compliance with these regs, but you also must defend them in an audit from the DCAA or a state DOT. In this session, you will: Understand the benefits of

obtaining an independent FAR audit from a CPA firm and how to select one,

Know how to set up a FAR overhead statement with notes that refer back to the FAR regs,

Know how to conduct an executive compensation analysis,

Understand the concepts of a l lowable, reasonable, and allocable expenses

Understand the latest hot buttons on compensated overt ime, bonuses, executive compensation, pro bono work.

The Art of Personal Branding

James Patrick The A/E/C industry has witnessed profound evolution in only a short time. Wi th th is sh i f t the ro le o f administrative professionals has been expanded and the opportunities have been increased. Thus, it is important for this group of professionals to transition themselves from being viewed as an administrative cost to a core value within their company and industry. We have the opportunity to

do this through proper leverage of our own personal brand. It is our personal brand which determines whether or not we get hired, promoted, talked about, or have the opportunity to do work that we find important. And whether we want it to or not, our personal brand is already shaping how people view us. Every action taken or missed constantly adjusts the character and perception of your personal brand. This presentation will lay the groundwork for how you can take control of yours.

Developing Winning Proposals Gina Bedoya

During these challenging times, the way one responds to a Request for Proposal (RFP) can be key to winning or losing the project. Come learn how to implement winning strategies when responding to an RFP. In this session, we will discuss how to decipher an RFP, understanding what the client really wants, how to differentiate your firm from competitors and how you can prepare and produce winning proposals. We will go through a systematic process to get you organized and create a detailed checklist to assure you address all components of the RFP. Get your firm ahead by assuring you are submitting top-quality proposals!

Going Green: Paperless Invoicing & Digital

Submissions Bob Batcheler Removing paper from everyday work processes does more than promote sustainability. It can also remove steps f rom your workf lows, rais ing productivity and reducing opportunities for mistakes. This presentation shows you how the speakers are using office and project information management software to electronically process invoices and submittals.

Participants will: Discover new software to stream-

line routine office tasks, or learn new applications for the software if it’s already in place in their offices.

Be able to speed up cash flow by reducing the t ime project managers require to review invoices.

Learn how to better manage e x p e c t e d s u b m i t t a l s a n d streamline the submittal approval process in their offices.

Be able to reduce their firm’s environmental impact as well as de-clutter the workplace.

Reputation Studies & Client Satisfaction

Programs Dennis M. Schrag/Nancy Aber Goshaw For its strategic planning, a New York City architectural firm researched its image with clients, past clients and prospects. A client satisfaction program was implemented. The owner and consultant will share what they did and how they did it and the impact on the organization. Attendees will learn: What is an image study and how to

conduct one; how one firm changed its strategy based on client and prospect perceptions.

What are the internal and external variables of a client satisfaction program; how one firm designed and implemented a new client feedback mechanism and after 9 months, was it worth it.

What percentage of a national r e p r e s e n t a t i v e s a m p l e o f p r o f e s s i o n a l d e s i g n a n d construction firms have conducted a client perception study, gathered client satisfaction data and how did they use the data.

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Educational Sessions Self Guided Walking Tour

The Historic District of Charleston lies on the peninsula created by the confluence of the Cooper and Ashley Rivers. This small area constitutes one of the great historic sites of the United States. Within these few square miles you will find over a thousand registered historic sites as well as a treasury of homes and public buildings matched by few other cities in the country. Throughout the Historic District, buildings and sites of historic significance are designated with historical markers and plaques. You will also notice round iron markers on many of the homes. These are distinctions awarded to homeowners who have show great effort in the preservation and restoration of their homes. This is called the Carolopolis Award which is bestowed by the Preservation Society of Charleston. On other buildings, largely in the French Quarter and on Broad Street, you will also notice other oval-shaped iron plates featuring the symbols of the first fire insurance companies which operated largely in the nineteenth century.

Palmetto Carriage Tour

Palmetto Carriage Company A carriage tour of Charleston is a blend of knowledge, wit, humor, and history. It is exciting and ever changing, the ultimate urban battle of the 19th century conveyance in a 21st century city. During the one-hour tour you will be experiencing 25—30 blocks of Charleston’s historic downtown district. You will see houses, gardens, mansions, churches, and parks. You will hear about building, history,

architecture, flora and people. Most importantly you will become one with all that Charleston has to offer the visitor.

Public Speaking

James Patrick Public speaking is a common source of stress for everyone. Many of us would like to avoid this problem entirely, but this is hard to do. Whatever our work environment may look like, eventually we will need to speak in public to get certain tasks accomplished. And it we want to be leaders or achieve anything meaningful in our lives, we will often need to speak to groups, large and small, to be successful. The truth about public speaking, however, is it does not have to be stressful! If you correctly understand the hidden cause of public speaking stress, and if you keep just a few key principles in mind, speaking in public will soon become an invigorating and satisfying experience for you.

Financial Considerations for A/E Firms

Carole Sanderson Additional program information is forthcoming.

Principal & Administrator—A True Partnership

Ned K. White, AIA Additional program information is forthcoming.

Canstruction Workshop

SDA’s world-renown trademark charity to aid in the fight against hunger will take place in over 100 cities around the world in the coming year. Any SDA

or AIA Chapter currently hosting or interested in hosting a Canstruction competition is encouraged to attend this informative session. The workshop will focus on how to successfully organize a competition from beginning to end.

Project Management

Tours/Professional Development

Office Administration

Marketing

Finance

Human Resources Key Code

Installation / Celebration Ceremony

Dress for Saturday’s

evening event is cocktail attire. Plan on enjoying a night with colleagues

and friends!

Registration for this event is separate so be

sure to add the Installation /

Celebration Banquet to your registration before

completing it. Come prepared for a fantastic,

fun-filled evening!!!

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Wednesday, June 8, 2011—Welcome Reception & Wine Tasting 6:00 p.m. - 8:00 p.m.

EDSymposium 11 Evening Events

Come celebrate the start of the conference at the annual welcome reception.

This is your chance to catch-up with old friends and meet some new ones too.

Light hors d’ oeuvres will be served and enjoy a tasting of 4 to 6 wines.

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Menu Spirit Line Salad

Carolina Crab Cakes & Grilled Beef Tenderloin Roasted Shallot Mashed Potatoes

Fresh Seasonal Vegetables and Firestone Merlot Bordelaise Sauce

Key Lime Pie

Vegetarian Selections and Special Requests Available

Thursday, June 9, 2011—Dinner Cruise on The Spirit of Charleston

EDSymposium 11 Evening Events

Three unforgettable hours on Charleston Harbor await you! Join us for a private charter on the Spirit

of Charleston where we’ll enjoy a gourmet, three-course dinner to rival any downtown restaurant. The

boat boasts a handsome and well-appointed bar, entertainment and dancing under the starry skies

and breathtaking views that only Charleston can provide.

Boarding Time: 6:30 p.m.

Sailing Time: 7:00 p.m.

Return Time: 10.00 p.m.

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General Information Directions from Charleston Air-port By Taxi Taxis are typically $25 - $35 de-pending on traffic. Taxis are avail-able at the airport and the trip be-tween Charleston Airport and The Francis Marion is approximately 20-25 Minutes. By Shuttle Please be advised that shuttles make several stops along the route based on their guests’ requests. Shuttles can be outside the airport and reservations can be made for your return trip. Shuttles run $12 - $20 per person per trip. Charleston Area Attractions Where cobblestone streets wind past antebellum homes, and soar-ing church steeples stand watch over its harbor, Charleston is Amer-ica’s most beautifully preserved city and it is the epicenter of activ-ity. Tourists enjoy visiting the cen-turies—there’s old plantations, Fort Sumter, The South Carolina Aquar-ium, the Aircraft Carrier Yorktown, the Confederate submarine Hunley, the famous horse drawn carriage tours and several minor league sports teams. Charleston is also known as a community full of events and festivals. The world-famous Spoleto Festival USA will be taking place during your visit!

Questions? Call SDA Headquarters at 800-711-8199 or email [email protected]. Visit the EDSymposium11 homepage on the SDA website at www.sdadmin.org for conference updates. Be sure to look for our email blasts with additional information.

Certified Design Firm Administrator If you have been thinking about obtaining your CDFA designation, complete the application and make plans to sit for the examina-tion. Become a member of an elite group of firm administrators. All CDFA materials are available on the SDA website, www.sdadmin.org. Sessions This year’s annual conference will offer over 18 education sessions. This program is designed to meet a wide array of experience and knowledge. The sessions are cate-gorized and color-coded to help you identify the Professional Em-phasis Groups: Finance, Human Resources, Marketing, Office Ad-ministration and Project Manage-ment, along with Information Tech-nology and Professional Develop-ment. Exhibitor Tables Please be sure to stop and visit all of the exhibitors at the conference. This is the best place to meet and visit with various vendors in the industry. You will get first hand experience of all the new products, technology and innovative tools available for managing today’s A/E/C firms. Take advantage of this opportunity to meet with represen-tatives face-to-face, ask your ques-tions and take back information to your firm.

ADA Needs Please be sure to list any special requirements or needs when com-pleting your conference registra-tion. Special Dietary Needs Please list any dietary restrictions when completing your conference registration. Also, please be sure to advise your waiter as well. Dress Code The dress code for the Annual Edu-cational Conference is business-casual. Be comfortable while learn-ing and networking. Don’t forget a jacket or sweater - sometimes the temperatures of the meeting rooms can be difficult to control and eve-nings in Charleston may be cool. Dress attire for the welcome recep-tion and dinner cruise is casual. Cocktail attire for Saturday’s Awards/Installation Ceremony. Cell Phones We appreciate your understanding and respect for your colleagues and speakers by having your cell phones on vibrate or silent during all ses-sions and luncheons. Thank You! Handouts We will be providing handouts online for your convenience. You will have the opportunity to print out and bring handouts for the ses-sions you plan to attend. Handouts will be available by May 31, 2011.

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EDSymposium 11 Registration Conference Registration Conference registration is available online and by paper form. Visit the EDSymposium11 homepage on the SDA website to access the registration forms. Registration will not be processed without payment.

Early Bird Registration The deadline for Early Bird Registration is March 4, 2011. To take advantage of the discount, your payment must be postmarked no later than March 4, 2011.

Payment Accepted forms of payment are Visa, MasterCard, American Express or check. If you are completing the online registration form but wish to pay by check, please print out your completed online form to use as an invoice and mail with your check to SDA Headquarters, 2400 Ardmore Boulevard, Suite 302, Pittsburgh, PA 15221.

Registration Cancellation All registration cancellations are considered official on the date they are received at SDA Headquarters. SDA will refund the entire registration fee minus a $75 processing charge for cancellations made prior to April 2, 2011. Refunds will not be processed until after the conference. There will be no refund for cancellations received after April 2, 2011. In addition, refunds will NOT be provided for no-shows.

Registration Fees EB Through Through After March 4 May 31 May 31 Full Conference $425—Member $525—Member $575—Member $625—Nonmember $725—Nonmember $775—Nonmember Single-Day - $200—Member $200—Member $200—Member (Wed., Thurs. or Fri.) $225—Nonmember $225—Nonmember $225—Nonmember Single-Day - Saturday $150—Member $150—Member $150—Member $175—Nonmember $175—Nonmember $175—Nonmember 1/2 Day - Wednesday $75 (Nan DeMars—Ethics in the Workplace, Part I & II) Dinner Cruise - Thursday $65 per person (Optional) - 3 Hour Cruise around Charleston Harbor Palmetto Carriage Tour - Friday $25 per person (Optional) Banquet - Saturday $75 per person (Optional)

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H o t e l R e s e r v a t i o n s Francis Marion Hotel Historic Charleston, which offers Complimentary Hi-Speed Internet Access in Guestrooms & Lobby. Room rates start at $159 per night! Attendees must make hotel reservations separately from registering for the conference. Hotel reservations can be made online by going to the EDSymposium11 homepage on the SDA website at www.sdadmin.org or by calling 877-756-2121 and referencing “Society for Design Administration EDSymposium. The Francis Marion Hotel is located at 387 King Street, Charleston, SC 29403. Named for Revolutionary War hero Francis Marion, the “Swamp Fox”, the hotel has been at the center of Charleston’s social, business and community life for over 75 years. A block of rooms has been set aside for June 6—11, 2011 for SDA EDSymposium11 attendees. Most aspects of the conference will take place at this hotel with the exception of the Welcome Reception, Thursday evening Harbor Cruise and additional scheduled tour events. Reservation Details All reservation changes/cancellations must be

done directly through the hotel. Check-in time is 4:00 p.m. and check-out time is

Noon. Room Share Anyone interested in sharing a room should contact Tami Griffin at [email protected].

EDSymposium 11

Hotel Accommodations

Deluxe Guest Room

Swamp Fox Restaurant & Bar

Grand Lobby

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EDSymposium 11 Schedule by Professional Emphasis Group

Wednesday, June 8, 2011

Finance Human Resources

Office Administration Marketing Project

Management

Tours/ Professional Development

9:15 - 10:15 Keynote Address Keynote Address

10:30 - 11:30 History of Charleston

12:45 - 5:00 Ethics in the Workplace, Part I & II

Ethics in the Workplace, Part I & II

Thursday, June 9, 2011

1:30 - 3:00 Intern to Principal—Developing your Firm’s Future

3:30 - 5:00 Identity Theft— More than just a Financial Risk

Identity Theft—More than just a Financial Risk

Identity Theft—More than just a Financial Risk

3:30 - 5:00 Strategic Planning: Keys to Designing your Future

Strategic Planning: Keys to Designing your Future

Strategic Planning: Keys to Designing your Future

Friday, June 10, 2011

8:30 - 10:00 Clients from Hell & Other Love Stories

Clients from Hell & Other Love Stories

8:30 - 10:00 A Primer of FAR

10:30 - 11:30 The Art of Personal Branding

The Art of Personal Branding

10:30 - 11:30 Developing Winning Proposals

1:30 - 3:00 Going Green: Paperless Invoicing & Digital Submittals

Going Green: Paperless Invoicing & Digital Submittals

1:30 - 3:00 Reputation Studies

& Client Satisfaction Programs

Reputation Studies

& Client Satisfaction Programs

Reputation Studies &

Client Satisfaction Programs

3:30 - 5:00 Self Guided Walking Tour

3:30 - 4:30 Carriage Ride Tour

8:30 - 9:30 Public Speaking

10:00 - 11:30 Financial Considerations for A/E Firms

1:00 - 2:30 Principal & Administrator—A True Partnership

Principal & Administrator—A True Partnership

Principal & Administrator—A True Partnership

Saturday, June 11, 2011

1:00 -- 2:30 Canstruction Workshop

Canstruction Workshop