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Maintaining Sustainability and Growing your Firm

Time: 11:00 AM – 12:30 PM

Sustainable growth needs to be driven by healthy profits, while allowing the firm to build its culture and stay true to its purpose. There is a direct link between the firm’s financial performance and value. This is especially important when planning for internal employee succession. Financial strength is achieved by coordinated efforts throughout the firm, from the leaders to the full staff team. On a macro level, the focus is on integrating new opportunities into the existing firm and culture. On a micro level, the focus is on close budgeting and monitoring projects and firm overheads. In addition, the compensation strategy for owners and employees is aligned with firm goals. We will include a presentation to highlight and explain how management can use key financial metrics to monitor and assess the financial health of their firms, manage day-to-day operations, and set performance targets. 

This webinar will be available with live closed captioning.

Learning Objectives

1) Gain tools for maintaining financial strength while undergoing change.

2) Learn about the trends in key performance benchmarks in the AED industry.

3) Set and monitor performance targets.

4) Understand the interaction between profits and cash flows.

Speaker(s)

Elaine Pantel, CPA CGA

Elaine Pantel is highly experienced in advising professional firms on a varity of business and financial matters, including succession planning, corporate structure, and owner remuneration strategies. She is instrumental in Shimmerman Penn’s dedicted AED industry group.

Registration Fee

OAA Architect, LTOAA:  $39 + HST
OAA Interns:  $29 + HST
Non-Members: $59 + HST  

To register, click here

** Registration will be closed on January 13 at 11:59 PM. **

NOTE: 


  • Once your registration goes through, an automatically generated email confirmation will be sent as well.
  • The webinar will take place via Zoom and the OAA will email the Zoom Access Link to you one day prior.
  • Please mark the time and date in your calendar.
  • OAA webinars are offered through Zoom platform. Please check your laptop at this Zoom Test Link or speak with your IT consultant to confirm your device is compatible with Zoom. Technical requirements can be found here, and Zoom also has a Download Centre for technical concerns.
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