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

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6What’s Next

4What’s Important Now

BAFOG Areas of Focus

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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

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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

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2016 Survey Highlights

§ Positions & Tenure§ Markets Represented§ Span of Leadership§ BAFOG Resources

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4What’s Important Now

Who are we?

Positions and TenurePOSITION TENURE

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BUSINESS TYPES: AE2c

Design Build

Construction(CM)

Environmental

Architecture

Engineering

Markets Represented

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2Who Are We

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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

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National Offices: 712International Offices: 228

Leadership Span

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SOFTWARE: BUDGETINGSOFTWARE: ACCOUNTING

4

27

BAFOG Resources (Software)

3Sponsors

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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

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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

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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

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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

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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

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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

5Learning Session

6What’s Next

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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!