BAFOG FALL MEETINGOCTOBER 27,2016
AGENDA OVERVIEW:§ BAFOG Vision – 20 MINUTES
§ Who Are We? (Survey Highlights) - 20 MINUTES
§ What’s Important Now? (2017 Initiative Development) - 30 MINUTES
§ Learning Session – The Leader’s Tool Kit - 40 MINUTES
§ What’s Next? – 10 MINUTES
§ Drinks + Dinner
Welcome to BAFOG’s Fall Meeting
1BAFOG Vision
2Who Are We
3Sponsors
5Learning Session
6What’s Next
4What’s Important Now
“BAFOG is a transformative learning community, leading and supporting the evolution of CFOs in the AEC industry.”
BAFOG Vision
1BAFOG Vision
2Who Are We
3Sponsors
5Learning Session
6What’s Next
4What’s Important Now
BAFOG Areas of Focus
1BAFOG Vision
2Who Are We
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5Learning Session
6What’s Next
4What’s Important Now
1. Strategic Planning
2. Governance
3. Transition
4. Merger & Acquisition
5. Compensation Plan
6. Recruiting Top Talent
7. Leadership Development
8. Investment – Infrastructure
9. Firm-wide Collaboration/Reporting
CFO Example
1BAFOG Vision
2Who Are We
3Sponsors
5Learning Session
6What’s Next
4What’s Important Now
ENABLE:1. Profit Model
2. Cash Management
3. Resource Management
4. Project Planning
5. Risk Management
6. Principal Performance
7. Office /Department Performance
OPTIMIZE:1. Accounting Operations
2. Project Accounting
3. Systems Management
4. Reporting
5. Facilities Management
6. International Management
7. Compliance
8. Audit/Reviews
STREAMLINE:
Questions? Feedback?
Vision & Areas of Focus
1BAFOG Vision
2Who Are We
3Sponsors
5Learning Session
6What’s Next
4What’s Important Now
2016 Survey Highlights
§ Positions & Tenure§ Markets Represented§ Span of Leadership§ BAFOG Resources
1BAFOG Vision
2Who Are We
3Sponsors
5Learning Session
6What’s Next
4What’s Important Now
Who are we?
Positions and TenurePOSITION TENURE
1BAFOG Vision
2Who Are We
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5Learning Session
6What’s Next
4What’s Important Now
BUSINESS TYPES: AE2c
Design Build
Construction(CM)
Environmental
Architecture
Engineering
Markets Represented
1BAFOG Vision
2Who Are We
3Sponsors
5Learning Session
6What’s Next
4What’s Important Now
Leadership Span
7"Firms 6"Firms 8"Firms 8"Firms 5"Firms All"Firms7 51 101 151 301 3,835"""""""""
Headcount 50 100 150 300 350 6,055"""""""""
Number"of"Firms 7 6 8 8 5
Increment 43 49 49 149 49 2220
7
6
8 8
5
0
1
2
3
4
5
6
7
8
9
0
50
100
150
200
250
300
350
400
7"Firms 6"Firms 8"Firms 8"Firms 5"Firms
Numbe
r"of"Firm
s
Headcoun
t
BAFOG"Leadership"Span"(Headcount)
Headcount Number"of"Firms
J
1,000"
2,000"
3,000"
4,000"
5,000"
6,000"
7,000"
All"Firms
Headcoun
t
Cumulative"Headcount
Headcount
7"Firms 6"Firms 8"Firms 8"Firms 5"Firms All"Firms7 51 101 151 301 3,835"""""""""
Headcount 50 100 150 300 350 6,055"""""""""
Number"of"Firms 7 6 8 8 5
Increment 43 49 49 149 49 2220
2
9
1
9
3
0
1
2
3
4
5
6
7
8
9
10
0
50
100
150
200
250
2"Firms 9"Firms 11"Firms 9"Firms 3"Firms
Num
ber"o
f"Firm
s
Revenu
e"$M
M
BAFOG"Leadership"Span"(Revenue)
Revenue Number"of"Firms
N
500"
1,000"
1,500"
2,000"
2,500"
All"Firms
Revenu
e"$M
M
Cumulative"Revenue
Revenue
1BAFOG Vision
2Who Are We
3Sponsors
5Learning Session
6What’s Next
4What’s Important Now
National Offices: 712International Offices: 228
Leadership Span
3Sponsors
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
4What’s Important Now
SOFTWARE: BUDGETINGSOFTWARE: ACCOUNTING
4
27
BAFOG Resources (Software)
3Sponsors
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
4What’s Important Now
PAYROLL
13
10
4
NoneExcelDeltek
Ajera
Other 7|3
25
15
8
8
3
DeltekAjeraOther 3|3
ADPOther 12|10In House
3
BAFOG Solution ProvidersPROFESSIONAL
LIABILITYCPABANKING
Other 20|17
Union
Wells FargoOther 17|12
Calegari & MorrisCampbell, Taylor & Co.
Presidio
HUB International
Other 12|10Dealey Renton
IOA
10
9
4
3
12
5
4
4
175
4
3Sponsors
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
4What’s Important Now
ATTORNEY
Other 18|10Fox RothschildInternal
156
3
BAFOG Solution ProvidersREAL ESTATE RECRUITING PRINTING
Other 14|13Avison Young
CBREIn HouseOther 5|5
ARC NoneMultipleIn House
Other 8|8 None
3
3
13
8
7
3
3
7
5
4
3
3Sponsors
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
4What’s Important Now
Sponsors
JonathanALLEN
Jonathan works with AEC firms throughout the Bay Area and nationally to help maximize output from real estate portfolios. Through superior industry experience, market research, and benchmarking, Jonathan's focus is providing streamlined, efficient office leasing solutions to reflect changing market conditions.
Vice President
Avison Young is the real estate partner businesses trust for intelligent, integrated solutions. As a full-‐service provider, we can deliver results aligned with our clients’ strategic business objectives, supporting real estate initiatives that add value and build competitive advantage.
RenoCALDWELL
With over two decades of insurance experience and having placed insurance for hundreds of architectural and engineering statewide, Reno’s broker skills are fine tuned and geared toward finding the right programs for his clients and negotiating highly competitive premium terms. He also provides contract review and risk management seminars.
InsuranceBroker
IOA Insurance Services is a full-‐service brokerage specializing in professional liability insurance and risk management services with a specialization in
3Sponsors
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
4What’s Important Now
Sponsors
SamMUIR
Sam practices primarily in the area of professional liability with an emphasis on the representation of design professionals.
Sam helps AEC firms develop and maintain risk management programs, defend project claims and assess insurance policies.
Attorney
Founded in 1964, Collins Collins Muir + Stewart LLP has 50 years of trial experience in California. Our firm serves clients in litigation and transactions throughout California from our offices in Oakland, South Pasadena, Orange, and San Diego. CCM+S is a full-‐service law firm incorporating a wide range of practice areas.
PaulNEUNER
Paul partners with CFOs to:-‐ Analyze plan data-‐ Stay in compliance with fiduciary standards and best practices-‐ Maintain excellent investment offerings-‐ Benchmark to values the company advocates and manage processes to ensure these goals are met-‐ Create world class communication and educational opportunities that make a difference to the lives of the employees
Partner & Managing DirectorNEXT was established more
than two decades and is dedicated to helping people “retire their way” and working with institutions to meet the many challenges of creating and maintaining a successful retirement plan.
Maintaining an excellent retirement plan can be critical to an organization’s culture and ultimately its success.
3Sponsors
5Learning Session
6What’s Next
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2Who Are We
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SponsorsRyanPATTERSON
A talent sourcing and development specialist, Ryan has more than has 10 years of recruitment experience at all levels of the organization, certifications from TTI Success Insights in the use of talent assessments, is a Stages of Growth Strategist to help leaders develop strategic initiatives, and a Performance Coach with the ICF.
Sr. TalentConsultant
Building Talent believes in the development of a talented bench to meet market demands. We help companies achieve sustainable high performance through the development and retention of talented leaders, teams and by creating a nimble and creative culture.
AdamRECHENMACHER
An insightful diagnostician and talent specialist, Adam has years of building and growing organizations in close partnerships internally and externally. He is certified in the analysis of people’s Behaviors, Motivators, Acumen Competency, and Emotional Intelligence, a Stages of Growth Strategist, and an ACC Coach with the ICF.
Sr. TalentConsultant
3Sponsors
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
4What’s Important Now
SponsorsGunnarBERGEMAN
Gunnar started with San Jose Blue nearly 20 years ago. In 2013 Gunnar left ARC to start Bay Print Solutions, Inc. The BPS Team has worked with CFOs, PMs, accounting teams and IT to ensure quality of deliverables and detailed billing -‐ so firms can focus on their core business.
Print Services Specialist
Bay Print Solutions team has over 25 years of experience servicing the printing and equipment business in the AEC industry. Our executive management team has over 40 years of combined experience.
With our experience and knowledge in this industry, we understand our clients’ business and the importance of execution.
MikeGUTIERREZ
Mike has over 17 years of experience servicing the printing and equipment business in the AEC industry. He believes in partnership and long term client relationships.
AccountExecutive
3Sponsors
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6What’s Next
1BAFOG Vision
2Who Are We
4What’s Important Now
SponsorsMikeDONAHUE
Before FB's founding in 2010, Mike was the Director of IT for WATG, a global Architecture firm specializing in hospitality. Prior to WATG, Mike ran the Infrastructure and Mergers & Acquisitions IT groups as a Special Projects Manager for MSSC, a nation-‐wide food broker with 80 offices and over 8000 users. Mike's technical chops were made as a Senior Network Engineer for Pacific Blue Micro.
President
[need bio]
3Sponsors
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
4What’s Important Now
What’s Impor tant Now?
3Sponsors
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
POSITIONLEADERSHIP DEVELOPMENT
GROWTH
FINANCIAL PERFORMANCE
4What’s Important Now
What’s Impor tant Now?
3Sponsors
4What’s Important Now
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
Small group discussion§ What are your top three initiatives?§ Why?§ What is the desired outcome?§ How can BAFOG help with initiatives?
Share with the larger group§ What are the top three initiatives within your group?§ How can BAFOG help with initiatives?
§ 2017 Initiatives§ Next Meeting: January or February? § Feedback / Questions?
What’s Next?
3Sponsors
5Learning Session
6What’s Next
1BAFOG Vision
2Who Are We
4What’s Important Now
Town Hall342 Howard St.
Join us for Drinks & Dinner!
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