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CDFA to CDFO Spotlight - Leilani Rose, CDFO

Posted By SDA National, Tuesday, February 24, 2026
Updated: Tuesday, February 24, 2026

SDA’s transition from Certified Design Firm Administrator (CDFA) to Certificate in Design Firm Operations (CDFO) reflects the evolving leadership role of today’s design firm professionals. To recognize the strength of the original CDFA, existing holders completed only the new Leadership section of the exam. Those who passed earned the CDFO—demonstrating both deep operational knowledge and the leadership skills shaping the future of the profession.

Leilani Rose, CDFO
Office Manager, Senior Associate at Semple Brown Design, P.C.

What inspired you to pursue the CDFO certification after having received your CDFA?
I was inspired to pursue the CDFO certification when I heard that it reflected more of a mid-career design administrator, in terms of leadership and experience.

How has earning your CDFO credential impacted your confidence, skills, or credibility in your role?
I feel that it is a tangible way to show my leadership team that I am striving to always learn and grow and improve my skillset.

Were there any doubts or hurdles you had to overcome in deciding to take the Leadership Section? How did you move past them?
It's a time commitment as you have to set aside time to study and schedule your test -- but signing up for the Path2Success program last fall helped me keep up with my reading, and scheduling my test helped me set a goal that I could work towards.

What surprised you most about the preparation or exam process?
Understanding my own leadership style better, and also recognizing what didn't work for me.

Did you engage with the Path2Success program, CDFO Study Group, mentor, or other resources? If so, how did it help?
I signed up for the Fall 2024 Path2Success program, and we read and discussed the "21 Irrefutable Laws of Leadership" book; it is one of reading materials towards the CDFO portion of the exam, so it helped me study for the exam.

What topic or section challenged you the most--and how did you tackle it?
A lot of contemporary books on leadership, including the ones that were the recommended readings, felt a little male-centric while a majority of design administrators tend to be female, so I felt a dissonance there and felt like there was something missing. I tackled it by taking what I could learn and applying it the best I could.

How have your employer or colleagues responded to your certification?
They were very proud and happy to know that I gained this new certification.

What would you say to someone in the A/E industry who is unsure if the CDFO credential is worth it?
The CDFO certification is a great way to demonstrate your experience and leadership as a design administrator, and it can show your leadership team that you are constantly striving for improvement. There are so few certifications specifically geared towards our role in this industry, so why not take advantage of a certification that is widely recognized across the A/E industry?

Tags:  AEC Leadership  AEC Operations  CDFO  Certificate in Design Firm Operations  Design Firm Operations  Get Certified 

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CDFA to CDFO Spotlight - Sarah Wallace, FSDA

Posted By SDA Headquarters, Tuesday, February 17, 2026
Updated: Tuesday, February 17, 2026

 

SDA’s transition from Certified Design Firm Administrator (CDFA) to Certificate in Design Firm Operations (CDFO) reflects the evolving leadership role of today’s design firm professionals. To recognize the strength of the original CDFA, existing holders completed only the new Leadership section of the exam. Those who passed earned the CDFO—demonstrating both deep operational knowledge and the leadership skills shaping the future of the profession.

 

Sarah Wallace, FSDA, LEED Green Associate

Controller at Choate + Hertlein Architects

 

What inspired you to pursue the CDFO certification after having received your CDFA?

I have always been passionate about leadership and was thrilled when it was recognized as an official focus area. I believe leadership skill development is directly correlated to continued personal and professional growth. I was excited to register and hopefully encourage others to pursue their CDFO!  

 

How has earning your CDFO credential impacted your confidence, skills, or credibility in your role?

Passing the CDFA helped me shore up knowledge in areas I was less confident in (i.e. HR) and resulted in a higher level of confidence in my skill set all around.  When interviewing for my current position year ago, I know that this credential definitely provided credibility in my A/E/C management abilities. 

 

Were there any doubts or hurdles you had to overcome in deciding to take the Leadership Section? How did you move past them?

Having participated in the 2024 Path2Success sessions, I felt very confident in registering for the exam.  The only hurdle was making time each week to dedicate to reading the book, watching the videos, and studying.

 

What surprised you most about the preparation or exam process?

I continue to be surprised by how often I refer to the different Laws of Leadership and also find myself referencing the different types outside of the office as well.

 

Did you engage with the Path2Success program, CDFO Study Group, mentor, or other resources? If so, how did it help?

I did participate with the Path2Success program originally and watched the recorded sessions again during my study process as provided by the CDFO Study forum. I read all CDFO forum posts and challenged myself to actively post replies to many of them to help engage/inspire others in the group to do the same.  I also was fortunate to have a fellow SDA member send me a test exam prepared by ChatGPT, which helped reinforce areas that needed more focus.  I am a tactile learner, so created flashcards that also helped me retain all the information.  Overall the combination of all available resources made it easy to prepare and reach out as needed throughout the study process.

 

What topic or section challenged you the most--and how did you tackle it?

The Law of the Inner Circle made me realize I didn't have one.  So that has brought a unique level of awareness to my own personal development that I am working on addressing.

 

How have your employer or colleagues responded to your certification?

I let the principals know that I planned to take the CDFO exam during my annual review at the beginning of the year while discussing my short-term goals to hold myself accountable and ensure I did not delay. This organically led into the ongoing discussion I have been having regarding updating my title (which recognizes advancement for those of us in smaller firms without actual upward mobility paths).  One of the Principals suggested this could be reviewed after receiving the new credential mid-year. I am looking forward to continuing the title discussion and believe that achieving my CDFO demonstrates my ongoing commitment and dedication to my career in A/E/C business operations and management, which will ultimately help me continue to advocate for myself now and in the future. 

 

What would you say to someone in the A/E industry who is unsure if the CDFO credential is worth it?

There's no better time to invest in yourself and your future than now, don't hesitate, register today and you will see the difference it makes in your career!

Tags:  AEC Leadership  AEC Operations  CDFO  Certificate in Design Firm Operations  Design Firm Operations  Get Certified  SDA Fellow 

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CDFA to CDFO Spotlight - Melanie Schmidt, CDFO

Posted By SDA National, Thursday, February 12, 2026
Updated: Thursday, February 12, 2026

SDA’s transition from Certified Design Firm Administrator (CDFA) to Certificate in Design Firm Operations (CDFO) reflects the evolving leadership role of today’s design firm professionals. To recognize the strength of the original CDFA, existing holders completed only the new Leadership section of the exam. Those who passed earned the CDFO—demonstrating both deep operational knowledge and the leadership skills shaping the future of the profession.

 

Melanie Schmidt, CDFO

Office Administrator at Snell Engineering Consultants

 

What inspired you to pursue the CDFO certification after having received your CDFA?

My job is growing in the Operations side of our firm, and the CDFO credential is more fitting for my job goals.

 

How has earning your CDFO credential impacted your confidence, skills, or credibility in your role?

It is empowering to have the CDFO credential. It validates the work I do, gives worth to my role within my firm, and shows those I interact with outside of my firm that I am dedicated and educated in my role.

 

Were there any doubts or hurdles you had to overcome in deciding to take the Leadership Section? How did you move past them?

Yes, I didn't want to fail the Leadership Section test. Knowing I already had the CDFA credential, I wavered between settling with what I had and what I would have to do to pass the Leadership section. It was a lot of information. Then I decided that a leader represented who I wanted to be in my career, so I decided to take the exam for the CDFO certification.

 

What surprised you most about the preparation or exam process?

It surprised me that I already knew some of the information as I studied. Much of it was intuitive. The exam was challenging, and I was surprised that I passed!  

 

Did you engage with the Path2Success program, CDFO Study Group, mentor, or other resources? If so, how did it help?

The Path2Success program has been phenomenal for me. It inspired me to take on many new challenges and pushed me to grow in ways I didn't think I could. I did not make the sign-up in time this year and am disappointed, but I will try again next year. I also used the CDFO study group materials. The practice tests and videos were really helpful.

 

What topic or section challenged you the most--and how did you tackle it?

The Leadership section isn't necessarily black and white with situational questions and answers. I decided to 'go with my gut' rather than overthink my answers. 

 

How have your employer or colleagues responded to your certification?

My employer and colleagues are super supportive. They encourage me to learn and grow in my career and celebrate the certifications with me.

 

What would you say to someone in the A/E industry who is unsure if the CDFO credential is worth it?

DO IT! There are so many reasons why. The ability to learn from others, networking, self-growth, career growth, earned respect within your firm, a seat at the table, empowerment. 

Tags:  AEC Leadership  AEC Operations  CDFO  Certificate in Design Firm Operations  Design Firm Operations  Get Certified 

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Empowering Excellence: Carrie Hubbard's Leadership Elevates SDA's CDFO Certification

Posted By SDA National, Tuesday, November 4, 2025
Updated: Tuesday, November 4, 2025

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

When the Certified Design Firm Operations (CDFO) exam underwent a major content overhaul in 2025, Carrie Hubbard stepped up. Known for her precision, insight, and deep commitment to SDA’s mission, Carrie played a central role in reshaping the exam to better reflect the evolving demands of AEC firm operations. In recognition of her outstanding contributions, she was honored with a 2025 GEM Award—SDA’s highest acknowledgment of volunteer dedication—presented on May 22, 2025. Her work exemplifies the power of member leadership in strengthening the SDA community.

Recognizing Extraordinary Service

The GEM Award (Going the Extra Mile) is presented annually to SDA members who demonstrate exceptional service and impact within the organization. Carrie Hubbard earned this prestigious honor for her pivotal role in developing the Operations section of the updated CDFO exam. Her work included authoring comprehensive exam content, preparing and delivering two professional presentations on the new material, and assisting with the creation of new exam questions. These efforts ensure the exam remains relevant and valuable for future operations leaders. Carrie’s recognition not only celebrates her dedication, but also highlights the vital role volunteers play in advancing SDA’s professional standards.

Leadership in Action

Carrie Hubbard, CDFA, who was recently promoted to Director of Operations at Harbor Architects LLC located in Aberdeen Washington, has consistently demonstrated a passion for raising the bar in professional development. Her involvement in the CDFO exam update was both strategic and hands-on—bringing not just knowledge, but clarity and structure to a critical piece of SDA’s certification pathway. Carrie’s volunteerism extends beyond curriculum development; she is also known for delivering engaging, practical presentations that help members understand complex operations topics and apply them in real-world settings. Her contributions reflect a commitment to operational excellence, lifelong learning, and peer empowerment—values that resonate deeply throughout the SDA membership.

Strengthening the AEC Community

Carrie’s work on the CDFO exam update ensures that operations professionals in AEC firms are assessed on the most current, practical, and strategic content. Her dedication to clarity and relevance means that certification holders are better equipped to drive firm profitability and process improvement. Beyond certification content, her presentations have supported many SDA members in navigating new expectations and expanding their skill sets. Carrie’s influence will be felt for years to come—through both the exam and the professionals who earn it.

Inspiring Service and Collaboration

Her work not only strengthens SDA’s certification programs but inspires fellow members to get involved, share expertise, and support one another’s growth. Carrie’s recognition is a celebration of service, excellence, and the spirit of the professional community.

Tags:  CDFO  Design Firm Operations  Get Certified  Member Engagement  SDA  SDA National  Volunteer 

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CDFA Spotlight - Connor McCulloh

Posted By SDA National, Monday, January 20, 2025
Updated: Tuesday, January 28, 2025

 

As we continue our CDFA Spotlight series, we’ve been thrilled by the positive feedback and engagement from our community. Each story has highlighted the dedication and hard work it takes to achieve the Certified Design Firm Administrator designation. We’re excited to keep bringing you more of these inspiring journeys. This week, we’re featuring Connor McCulloh, Operations Coordinator, with Environ Architecture, in Long Beach, CA. Her insights on the personal satisfaction of passing her exam are sure to inspire!

 

 

What motivated you to earn your CDFA certification?

I was motivated to have a comprehensive certification that was broad enough to cover certain aspects of the studio that I am responsible for, and gain a deeper understanding of the inner workings of an architectural design firm.

 

Did you have any concerns, or fears, about taking the exam? If so, how did you address or overcome them?

I was just mostly afraid of struggling to retain what I was studying- depending on what was going on at work and in my life, it was harder or easier to remember what I needed to, depending on what was going on.

 

What study tools did you find most useful (study group, CDFA-yoU materials, flash cards, other?)

What helped me the most was using the written material and creating my own study guides from that. Involves a lot of highlighting, lots of sticky notes, and lots of time.

 

Did you learn anything new, or surprising, while preparing for the exam?

While preparing for the exam, it was interesting to find out how much the exam material would be in direct reference to something I was involved in at work, and vice versa. It was enlightening to be able to fill those gaps where I had questions about specific firm procedures.

 

What section of the exam was the most difficult for you?

What I struggled with the most is reflective of where I am at right now in the studio- During the exam I had the most difficulty with the Project Management section. I have the most immersion into the other sections because of my role, and Project Management is the newest to me. The other sections are reflective of things that I have more experience in.

 

Did you have a CDFA mentor help you with the material? If so, tell us about that experience.

Aimee Mandala (also CDFA) who is our COO at Environ, over time has walked me through all of the compliance processes and standards that we engage in as administrators and that knowledge has been solidified thanks to her guidance. She has been instrumental to my personal development and growth as a professional and is also who introduced me to the SDA, sharing the certification process with me. So so grateful for her continuing support and mentorship over the years!

 

What role, if any, has your CDFA played in advancing your professional or personal development, growth, network or career?

So far, the CDFA designation is helping shape the professional that I am becoming, and encompasses the various roles and hats I get to wear.

 

Was your employer supportive of your CDFA goals and accomplishment? If so, please share how they demonstrated that support.

Environ supported me in going to the EDSymposium in South Dakota several Junes ago, and continued to support me in studying and immersing myself in the organizational and administrative aspects of my role. They were very congratulatory and happy to hear that I passed my exam.

 

What is your top tip to someone considering the pursuit of a CDFA designation?

For those considering pursuing a CDFA, I would recommend spending time creating a study guide and study schedule that works for you and your routine. I also recommend getting enough sleep to make it easier to retain information.

How did you, and your firm, celebrate your achievement? 

I was congratulated and received a card and some nice flowers!

 

What has obtaining your CDFA meant to you?

Having the CDFA designation is for me a tribute to the dedication I have to learn as much as possible about the AEC industry, and the ability to be more involved in the processes and methods employed by the studio.

 

 

Feeling inspired by our CDFA Spotlight features? If you're ready to elevate your career and join the ranks of Certified Design Firm Administrators, now is the perfect time to take the next step. The CDFA designation not only strengthens your skills but also positions you as a leader in our industry. Visit our certification page to learn more about the application process and how you can start your journey today!

 

Tags:  AEC Learning  CDFA  Certified Design Firm Administrator  Get Certified  SDA National 

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