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Practice Management: Operational Systems–Finance

Time: 11:00 AM – 1:00 PM

The effective financial management of a firm relies on establishing a financial system and applying discipline to manage financial resources. This session will help you develop an understanding of the relationships between income and expenses and being cognizant that much of the income of a firm must be set aside for expenses.

Learning Objectives

1) Describe the four components of a financial management system in an architectural practice;
2) Develop a start-up budget for a new architectural practice; and
3) Establish the “book rate” for billable hours.


Speaker(s)

Basima Roshan, MBA, CPA

Basima Roshan leads Innovia Partners’ change and transformation practice.     She joined Innovia after leading complex internal projects for a Fortune-500 company that delivered enhanced capabilities and increased effectiveness and profit.   Basima guides Innovia’s clients through the changes in structure, processes, and people they need to meet business and market challenges.
 
Currently, Basima advises several leading architectural firms and creative businesses.   She also serves as interim director of finance of a large Canadian architectural practice, providing focused counsel and leadership with the goal of optimizing operational and financial performance.

Basima has a Queen’s MBA, holds a Bachelors of Commerce (Finance), and is a Chartered Public Accountant (CPA).


Registration Fee

Licensed OAA Members: $39 + HST
OAA Interns: $29 + HST
Non Members: $59 + HST

To register, click here 

**Registration closes on October 13 at 11:59 PM**

NOTE:

1) An automatically generated confirmation will be emailed to you (once your registration goes through).

2) Please mark the time and date in your calendar.

3) The OAA will email the Zoom Access Link to you one-day prior.

4) OAA webinars are delivered via Zoom:  Please check this  Zoom Test Link  or speak with your IT Consultant ahead of time,  to ensure your device is compatible with Zoom.     For technical concerns, please see the Zoom links for Technical Requirements and also their Download Centre.

 

For more information on the OAA Webinar Series click here

If you have any questions or concerns, contact
OAA Continuing Education
e: OAAContinuingEducation@oaa.on.ca
t: 416.449.6898 Ext: 232


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