TIME: 11:00 AM - 12:30 PM
Session Abstract:
Architecture firms today face growing pressures related to financial performance, leadership transitions, and evolving business models. A well-structured succession plan requires a strong understanding of firm value, financial literacy, and strategic decision-making to ensure long-term sustainability and success.
This session will take a forward-looking approach, starting with essential financial tools, then examining the factors that contributed to firm value, and finally applying these insights to ownership transition and succession planning.
Participants will gain insights into:
- Financial Literacy & Business Acumen – Leveraging data, KPIs, and financial tools to drive informed decision-making at the project and firm level.
- Financial Performance & Firm Value – Understanding the key financial indicators (KPIs) that impact firm sustainability and enhance ownership transition.
- Business Transition & Succession Planning – Exploring ownership transition models, leadership development, and financial strategies to ensure firm longevity.
By integrating financial strategy, leadership planning, and technology adoption, firm leaders will leave with practical, actionable insights to navigate succession and strengthen their firm’s future.
Learning Outcomes:
- Learn how to use financial tools and data analytics to improve decision-making at both the project and firm levels.
- Understand how financial health and key performance indicators (KPIs) impact firm value and succession planning.
- Explore transition models that balance ownership transfer, leadership development, and financial sustainability.
- Apply financial and strategic planning principles to create a structured, future-ready succession plan.
About the Speakers:
Elaine Pantel, CPA, CGA, ICD.D
Elaine Pantel is a strategic advisor to the architecture, engineering, and design (AED) industry, specializing in financial performance, business transition planning, and ownership structuring. She helps firm leaders strengthen financial literacy, navigate succession, and align business strategy with long-term sustainability.
With expertise in key performance indicators (KPIs), executive financial dashboards, and internal succession pricing models, Elaine equips firms with the tools to enhance profitability and plan for future growth. She emphasizes the importance of data-driven decision-making, enabling firms to utilize financial insights in support of strategic planning and long-term resilience.
A frequent speaker for industry associations, she provides practical guidance on financial strategy, leadership development, and succession planning to help firms adapt, grow, and remain competitive.
Registration Fee:
Licensed OAA Member: $42 + HST
OAA Interns: $32 + HST
Non-Members: $62 + HST
To Register, click here.
NOTE:
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If you have any questions or concerns, contact
OAA Continuing Education
e: OAAContinuingEducation@oaa.on.ca
t: 416.449.6898 Ext: 232
Attendance Policy: Members are required to attend at least 80% of a webinar in order to qualify for Continuing Education learning hours.
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