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Stabilize Your Firm with Strategic Business Planning

Build a roadmap for growth and stability—no matter what the market brings.

Learn how to align purpose, finances, marketing, and operations to lead your firm with clarity and confidence.

Managing a growing design firm presents both challenges and opportunities—especially in an unpredictable business environment where change is constant. This session helps firm leaders proactively plan for growth by demystifying the business planning process and breaking it into clear, actionable steps.

Attendees will explore strategies for business planning amid uncertainty, understand the key components of an effective business plan—including the interconnection between purpose, finance, marketing, and operations—and learn how to use critical tools and processes for strategic decision-making. Participants will also gain the ability to develop an outline for their own firm’s business plan, supported by a take-home planning handout designed to spark focus, direction, and long-term success.

Speaker: Valerie Puchades, FSMPS, CPSM, AVEC

1.5 AIA CE LU

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