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Financial Skills That

Every AEC Employee Should Have

Register promptly because webinar capacity is limited.

Webinar Fee: $99 per person

Webinar Registration Cancellation Policy

Registrants can cancel at any time prior to the webinar.

Presenter Bio

Chuck Roberts


Challenges you face in the AEC industry are well understood by Chuck because he’s an engineer with 41 years of experience who has served as Seller/Doer, Corporate Director of Business Development, COO, CFO, and CEO at national and international multidisciplinary Architecture, Engineering, Environmental, and Construction firms. 


He's a proven change agent, having successfully led 11 startups, 12 turnarounds, 14 reorganizations, and launched countless new market, service, and geographic initiatives. 


Firms inside and outside the AEC industry ranging in size from startups to more than $76 billion in annual revenue have turned to Chuck for training and guidance on strategy, marketing, sales, operations, and transformational leadership.  They also value his technical expertise from having served as a consultant to Federal, State, and Local government clients, and private sector clients spanning 35 industries.


As an internationally recognized expert on the science of persuasive communication and transformational leadership, Chuck's been invited to speak at more than 120 conferences and corporate events. He has also written two books and more than 70 published articles, and is a highly acclaimed Executive Coach.


Many AEC firms also rely on him for assistance increasing their revenue and profitability as a Professional Ghostwriter for their competitive proposals and presentations. 


Chuck is the Founder, President, and CEO of Performance Management Group, Inc.


Regarding Continuing Education Credits

Performance Management Group, Inc. (PMGI) is approved by the Florida Board of Professional Engineers as a provider (No. 0005276) of continuing education for Professional Engineers.


Each attendee submitting a paid registration will receive a Professional Development Hours (PDH) course completion certificate for self-reporting purposes. 


Many states and various professional societies and associations accept Florida-approved PDH, but you should check to confirm this with organizations and states where you are licensed, registered, or certified, and verify they will accept education credits on the course topic.

What attendees say about our training...

"This is one of the best sessions I've been to with actual demonstrated 'how to' information that I can apply where I work."


"We have had great success over the past few months using some of the ideas and techniques that you provided during your seminar.  We have won 3 out of 4 shortlist interviews which has greatly impacted our win/loss ratio."

"Chuck Roberts really held the attention of the room -- I think everyone left wishing the session was an hour longer because he just kept providing value."

"Excellent!  Bring Chuck back for other topics."

"Concise and informative."

"The presenter did a good job of explaining the material that made it easy for the audience to grasp -- ideas like these are very helpful."

"Thank you for the excellent two days of [PM] training and discussion.  I hope to take your proposal training in the future."

"The class was very beneficial and gave me a new perspective."

"Concise tips and a framework that is sensible and helpful."

"I learned so much in a short time."

"Great content explained clearly."


"Great insight.  After 30 years in the profession, nice to learn something new and innovative.  Thank you!"


"So many new ideas, my mind is blown!"


"Extremely knowledgeable presenter with depth and candor."


"Chuck is very methodical and informative, and pretty humorous." 

"Chuck's presentation style is very easy to listen to, topics were in well-defined segments.  Good summary at end."

"Exceptional content that I can take action on in my role."

"So much knowledge."

"All suggested activities are do-able."

"I enjoyed the time immensely.  It was a very insightful class.  Quite a few 'nuggets' of wisdom and applicable information that I see will aide me in this Project Manager role." 

"Terrific practical tools for our industry."

"Great presenter, engaging content, and super helpful visuals."

"Really good content.  Great tools, simple for most firms to implement."

"Many helpful real-world tips."

"Great info that can be immediately applied."

"The time spent in your Project Manage-ment Training class this past week was awesome.  Thank you!  Your presentation skills are 'off the hook' leaving your audience with much to think about regarding self-improvement...The knowledge and experience you impart, the confidence you exude, and the poise of your presentation made the learning experience very different from any other training I've attended.  It made one want to change.  It was a packed two days with valuable information, but more impor-tantly, it provided a benchmark from which to jump and take hold of the resources and opportunities that are out there 'for the taking'...if you prepare.  Your class was more of an experience than it was training -- thank you again!"

"Thank you so much; it was a great course!   I have been carrying around your notebook and trying to  put your ideas and best practices into the two proposals I currently have  on my plate!"

"Thanks for putting on another inspiring class!"

"Has in-depth examples along with his superior knowledge."

"I really enjoyed your class."

"Thanks for getting our new training program off to a great start!"

"...Thank you for being such an amazing and valued partner."

Webinar Overview


Every AEC employee from entry level to experienced senior leaders, including technical and marketing personnel, need to have the financial skills to:


  • Put more money on your firm's top and bottom lines


  • Enhance job security and create more opportunities for professional development and advancement


  • Gain competitive advantage by reducing overhead without making sacrifices


You'll learn important facts about how AEC firms make money, human factors that impact the bottom line, how to read and interpret financial statements, how to calculate multipliers, how to calculate the impact of write-offs and avoid them, how to reduce overhead without making sacrifices, and how to increase productivity, including seven practical techniques you can immediately implement to improve your firm's performance. 


You'll leave this webinar with knowledge that will help you make superior decisions, perform at a higher level, motivate others, and better plan and execute tasks, projects, and programs. These skills will increase your value to the organization and pave the way for greater success. This is a great springboard for meaningful dialogue with every employee.


Learning Objectives

  • Learn which factors have the greatest impact on financial performance, resilience, and sustainability.


  • Learn seven techniques that will enable you as an individual to have a positive impact on your firm's top and bottom lines.


  • Learn how to avoid costly financial mistakes.

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