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Posted By SDA National,
Thursday, October 16, 2025
Updated: Thursday, October 16, 2025
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One of the most valuable aspects of earning the CDFO (Certificate in Design Firm Operations) is the way it connects leadership theory to practical application in the A/E industry. The CDFO isn’t just another credential — it’s a roadmap for understanding how operations, finance, people, and leadership all intersect to strengthen a firm.
John Maxwell’s 21 Irrefutable Laws of Leadership makes one thing crystal clear: leadership is influence, nothing more, nothing less. Titles, job descriptions, or authority might get short-term compliance, but they don’t inspire long-term loyalty or commitment. Authentic leadership happens when people choose to follow you — not because they must, but because they want to.
Influence Over Authority
Think about the best leader you’ve worked with. Chances are, it wasn’t their title that inspired you. Instead, it was their ability to connect, to communicate vision, and to make you feel part of something bigger than yourself. That’s the essence of influence.
By contrast, positional authority might secure short-term results, but it often creates dependency and fear. Influence builds trust, ownership, and momentum that outlasts a single project or even a leader’s presence.
What Does Influence as a Leadership Style Look Like?
When leaders adopt influence as their style, they move away from “command and control” and lean into inspiration and collaboration. Here are a few ways it shows up:
- Integrity and Character – People follow leaders they believe in.
- Relationships and Trust – Influence grows out of genuine connection, not transactions.
- Knowledge and Credibility – Expertise creates confidence in decision-making.
- Vision and Communication – A compelling “why” inspires others to commit.
- Consistency in Actions – Influence is earned every day, not in a single moment.
Real-World A/E Examples of Influence in Action
Influence isn’t reserved for the CEO or principal. It shows up across our firms in roles that, at first glance, might not look like “leadership” positions — but the impact is undeniable.
- The Controller Who Shapes Strategy
Even without being in a line position, a Controller with deep financial expertise can influence executive leadership. By identifying trends such as increases in chargeability or a decline in project multipliers, the Controller provides insights that directly impact decisions on staffing, pricing, and project delivery. Their credibility makes them a trusted advisor, and their influence extends beyond the accounting department to the entire firm’s bottom line.
- The Operations Professional Who Understands Contracts
An operations person who knows the ins and outs of contract language may not sign agreements, but their guidance helps project managers avoid pitfalls. By highlighting scope risks, billing terms, or liability concerns, they influence project setup and execution, saving the firm from costly missteps and strengthening client relationships.
- The PMA Who Masters Scheduling
A Project Management Assistant (PMA) who truly understands scheduling can anticipate resource conflicts before they become roadblocks. By providing clear, data-driven recommendations, they influence how project managers allocate people, prioritize tasks, and meet deadlines. Their influence ensures smoother delivery and greater client satisfaction — all without holding the official title of “project manager.”
These examples show that leadership through influence is alive across every discipline of an A/E firm. Expertise, credibility, and a willingness to share knowledge give professionals the ability to shape outcomes and elevate the entire organization.
Influence Creates Multipliers
The real power of influence is its ripple effect. A leader who models integrity, shares knowledge, and invests in people creates followers who in turn become leaders themselves. Influence multiplies through culture — shaping the way people treat each other, solve problems, and pursue goals long after the leader steps aside.
Practicing Influence Every Day
Leaders don’t wake up one morning suddenly influential. It’s a daily choice, built over time. Some practical steps:
- Listen more than you talk. Influence starts with understanding.
- Give credit generously. Recognition builds trust and loyalty.
- Mentor and empower. Help others succeed, and your influence grows naturally.
- Stay consistent. People respect what they can predict and rely on.
Final Thought
Influence isn’t just one aspect of leadership — it’s the essence of leadership. Authority may move people’s hands, but influence moves their hearts. And when hearts are engaged, results follow.
Leadership isn’t about the position you hold; it’s about the difference you make. Influence isn’t a tool in the leader’s toolkit — it is the toolkit.
If you’re ready to strengthen your leadership and influence in the A/E industry, the next step is clear: pursue the CDFO certification. It’s more than a credential — it’s an investment in yourself, your career, and the success of your firm.
Apply for the CDFO today and take the next step in your leadership journey.
Where do you have the most opportunity to lead through influence in your current role? Share in the comments below how you’re applying (or plan to apply) this kind of leadership in your daily work.
SDA does not endorse any products or services mentioned, and SDA does not assume responsibility for any circumstances arising out of the interpretation, application, use, or misuse of any information presented. SDA recommends that the reader consult the appropriate legal, financial, or human resource counsel before implementing the information contained herein.
Tags:
AEC Leadership
AEC Learning
CDFO
Certificate in Design Firm Operations
SDA National
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Posted By SDA National,
Friday, August 8, 2025
Updated: Friday, August 8, 2025
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Thanks to the generous support of the PPC Grant, I had the incredible opportunity to attend EDSymposium25 in Lexington, KY—a conference that not only expanded my professional knowledge but also deeply enriched my personal and career journey.
A Warm Welcome: Horses, Bourbon, and Friendships
Before the conference officially began, I joined the pre-conference bus tour, which was a great way to experience the local culture – we toured Keeneland race track, Mill Ridge horse farm, and tasted bourbon in The Kentucky Castle! It set the tone for the days ahead - full of learning and laughter.
Reuniting with friends and colleagues from across the country is always one of the most rewarding aspects of the national conferences. Having candid conversations about our work, challenges, and aspirations reminds me of the strength and support within the SDA community. It was a powerful affirmation of why we do what we do.
Critical Thinking: A Career Safety Net
Carla Howard’s workshop on Critical Thinking was a game-changer. I walked away with a practical skill stack that included:
- Draw connections when analyzing data.
- Listen intently to understand, not just respond.
- Offer concise, actionable solutions - no more than three, with a focus on simplicity.
- Measure success and pivot when necessary.
I look forward to using these tools to approach problems more strategically and communicate more effectively.
Raising My AI IQ
Kristin Kautz’s session, “R(AI)sing Your AI IQ,” introduced practical tools like ChatGPT, Perplexity, and HighlightAI. I now understand:
- The difference between automation and intelligent agents.
- How to evaluate AI tools for security (e.g., SOC-2 compliance).
- Ways to integrate AI into daily workflows - from summarizing data to planning travel.
This session gave me the confidence to further experiment with AI in my own work, and I’ve already started identifying tasks that can be automated or enhanced.
Courageous Conversations: Leading with Clarity
The keynote on Courageous Conversations was both inspiring and practical. I learned how to approach difficult conversations with empathy, clarity, and confidence using a structured framework:
- Preparing candidly.
- Choosing a positive mindset.
- Embracing vulnerability.
- Keeping messages simple and clear.
- Inviting collaboration.
- Defining next steps.
I look forward to using the framework in my next courageous conversation.
Building a Business That Works
Bryon McCartney’s session, “How to Grow Your Firm,” used the metaphor of an airplane to explain business structure. I gained insights into:
- Aligning leadership, marketing, and sales for maximum impact.
- Clarifying messaging using the StoryBrand framework.
- Managing cash flow through a five-account system.
These lessons are directly applicable to my role in as an office manager and have inspired new strategies for streamlining our firm’s internal processes.
Business, Benefits, and Beyond
Other standout sessions included:
- AI in Design and Construction: I learned how to implement AI responsibly and the importance of staying with the innovation curve.
- Keynote Lunch What Makes Equine Architecture & Planning Unique? with local architect, Joe Martinolich, was fascinating!
- Designing a Better Future with Mike Rankin, which explored aligning employee benefits with financial wellness.
- Ten Commandments of Professional Liability with Timothy Shumrick provided additional insights into risk management for my firm.
- Business Continuity Planning, a panel that emphasized the importance of preparedness and resilience in the case of disaster.
- SparkSDA: The SparkSDA mini-sessions were invaluable for peer learning. Topics like mentoring, knowledge sharing, and role-based prompting in AI tools provided fresh perspectives and practical takeaways.
Each session offered actionable insights that I’m looking forward to bringing to my firm.
A Personal Milestone: Earning My CDFO
One of the most meaningful moments of the conference was taking the Leadership section of the CDFO exam—and passing! Earning my CDFO certification is a proud achievement and a testament to the knowledge and confidence I’ve gained through SDA.
Conclusion
EDSymposium25 was more than just a conference—it was a catalyst for growth, connection, and inspiration. I returned home with a head full of shiny new skills, deeper relationships, and a renewed sense of purpose. I’m incredibly grateful to SDA and the PPC Grant Committee for making this experience possible.
Let’s wrap up this inspiring series! As our final PPC Grant recipient story from EDSymposium25, Jayne’s journey is filled with powerful session takeaways, new strategies for her firm, and the proud moment of earning her CDFO credential. What part of her experience resonates most with you? Share your thoughts and encouragement in the comments below!
And now that you’ve heard from all three recipients, what’s your biggest takeaway from their stories? Could next year be your year to apply for the PPC Grant?
Tags:
AEC Learning
AEC Operations
EDS25
EDSymposium
Lifelong Learning
PPC Foundation
PPC Grant
SDA National
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Posted By SDA National,
Monday, August 4, 2025
Updated: Monday, August 4, 2025
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Signing up for something like EDSymposium25 in Lexington, Kentucky was a mix of excitement and nerves. I wasn’t sure what to expect. Would I get lost in the crowd? Would the sessions be over my head? Would I spend the whole time wishing I had brought a buddy?
Turns out, I didn’t need one. From the moment I arrived, the atmosphere was welcoming and genuinely energizing. Everyone was open, curious, and eager to connect. If you’re even slightly considering going next year, especially if it’ll be your first time, I say go for it. You’ll be so glad you did.
The whole experience was a mix of energizing sessions, practical takeaways, and casual introductions, many of which turned into real conversations and lasting professional connections. There was also that instant spark of recognition when you realize someone else truly gets the challenges you face every day.
One of the most memorable sessions was Carla Howard’s “Critical Thinking” workshop. She introduced us to her Critical Thinking Skill Stack, a practical, actionable framework designed to sharpen the way we think, solve problems, and communicate at work. We explored how to be curious, listen intently, analyze information, offer solutions, make decisions, and communicate crisply.
I came away realizing I’m pretty strong in the listening department—focused, present, and tuned in. But my communication needs a little work. Knowing what I want to say isn’t the same as saying it clearly, especially in high-stakes or emotional moments. Carla’s framework helped me see that gap and gave me the tools to start closing it. This is where the catchphrase “Eureka!” was born. It became the theme or “inside joke” of the conference, popping up in later conversations and in other sessions.
My favorite session overall was “R(AI)sing Your AI IQ” with Kristin Kautz. I’d been curious about AI for a while but hadn’t had the time (or brain space!) to fully dive in. Kristin made it click. She broke things down in a way that was practical and empowering, not overwhelming. It wasn’t about replacing our creativity, it was about giving us time back to focus on it. (And yes, that “Eureka!” energy definitely carried over into this session too, the lightbulb moments just kept coming.) I left buzzing with ideas and have already started putting a few of them into practice. I’ve begun using AI tools like ChatGPT regularly, both at home and at work, and I’m not kidding when I say it is my new best friend.
Carla also gave the Keynote Breakfast: Courageous Conversations, which had us digging into self-awareness, personal brand, and how to lead ourselves well before we try to lead anyone else. She had us reflecting on how others perceive us (not always a comfortable thought, but definitely a necessary one) and helped us think through how to show up more intentionally. It was heartfelt, real, and a perfect way to start the day.
As someone without a local chapter (I'm a member-at-large), this conference was my first time meeting my fellow SDA members in person. Until now, my experience had been limited to Zoom calls and emails. Being in the same room as others who understood the unique challenges of administrative work in the AEC industry was both validating and invigorating. It reminded me why I joined this organization in the first place: to learn, to connect, and to grow.
Back at home, my mentor is preparing to take a serious medical leave and I’ll be stepping up to support more of the firm’s operational responsibilities. Attending EDS25 felt like the perfect way to prepare. I came home with fresh perspective, new tools, and renewed momentum. And if anyone back at the office needs help figuring out how AI can make their workday a little easier—well, I might just be your girl now.
To anyone on the fence: say yes. You don’t need to have all the answers or know a single soul in the room. EDS is the kind of experience that meets you where you are and gives you the inspiration, knowledge, and connections to take the next step forward.
A huge thank you to everyone who made EDS25 such a meaningful and memorable experience, and to the Past Presidents Council for offering me the grant that made it possible. I’m so glad I went and am even more excited for what’s ahead.
We’d love to hear from you! What part of Teagan’s first EDSymposium experience resonated most with you? Share your reflections in the comments below! And if you’ve attended EDSymposium before—what was your biggest “Eureka!” moment? If you haven’t, what would you hope to take away from your first time? Your insight might inspire someone else to take that leap next year!
Tags:
AEC Learning
AEC Operations
EDS25
EDSymposium
Lifelong Learning
PPC Foundation
PPC Grant
SDA National.
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Posted By SDA National,
Monday, July 21, 2025
Updated: Monday, July 21, 2025
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Three years ago, I swapped firms after 15 years at the same one joining a firm with 16 offices across the states and took on caregiving for my elderly mom. Chaos? Absolutely. While my personal and professional lives were doing somersaults, SDA was the steady force that helped me keep my footing—at least professionally. That stability inspired me to take a hard look at how I was spending my time. This year I am stepping away from a state nonprofit board after serving 5 years, while wrapping up my role as a city arts commissioner, and decided 2025 would be my year to refocus on growth (and maybe sleep).
Since joining SDA in 2017, I’ve soaked up seminars, national conventions, and committee work—even presented a few Quick in 30s. SDA has been my go-to for industry insight, skill building, and connecting with the kind of people who actually get what we do. I needed a reboot.
The plan? Double down on my growth, finally pursue my CDFO (Certificate in Design Firm Operations), and get back to the community that helped shape my career. I’d been missing EDSymposiums—those energizing annual gatherings of like-minded doers and thinkers—and the absence was starting to feel like skipping the main course of a really great meal. The flavor just wasn’t the same.
Enter: the PPC Grant. Perfect timing, perfect purpose. It gave me the opportunity to return to EDSymposium, reconnect with longtime colleagues, and plug back into the conversations that matter. Yes, the sessions were incredible, but let’s be honest—the shared war stories and tips from fellow members were just as impactful
However, of all the insightful sessions, a few stood out as game changers for me. First up on day one Kristin Kautz’s R(AI)sing Your AI IQ half day workshop. It really framed AI not as a buzzword but as a systemic shift—one we simply cannot afford to ignore. There are tools already at our fingertips, and many of us (guilty!) are either underusing them or don’t even know they exist. She made the entire topic approachable, acknowledging the concerns while championing the potential. I’ve been working with AI tools in Canva for SDA for over a year, and even I walked away with a fresh perspective—and a longer to-do list. Her message was clear: this train has already left the station. It’s time to get on board or risk being left behind.
The next day, Diane Mika picked up the thread with Managing Evolving Risks of AI in Design and Construction. Her session emphasized the need for firms to start drafting real policies now—addressing concerns around data, ethical use, and content credibility. It served as the perfect complement to Kristin’s session: practical, informative, and a strong reminder that AI isn’t just about convenience—it’s about responsibility.
After not only these workshops but also chatting with fellow attendees—whether in side conversations, between sessions, or yes, at the bar—investing in AI as a tool in my bag felt like a no-brainer. I’ve dabbled before, but once I got home, I made it official and got my own personal paid AI assistant. Now “Zoey” is by my side, helping me stay efficient, streamline tasks, and free up brain space to focus on the actual work. (Fun fact: Zoey even lent a hand getting this blog post written. So, if you’re enjoying it, thank her too—we make a good team 😉)
Now, let’s talk about the session that might’ve hit the most personal nerve: Carla Howard’s keynote address Courageous Conversations which came perfectly a day after her workshop on Critical Thinking. This was an early morning and over breakfast, but it was the perfect wakeup call addressing those “ugh, do I really have to have this talk?” moments and turned them into something empowering. She didn’t just tell us why tough conversations matters she showed us how to have them. She broke down the process into digestible “elements,” and somehow turned a potentially uncomfortable topic into something empowering, even energizing. Her six steps—Candidness, Choosing Your Mood, and Inviting Collaboration, among others—were more than just slides on a screen. They were frameworks I could immediately apply. It seems I might use some of these in those family holiday conversations that tend to walk the tightrope of disaster. Carla reminded us that difficult conversations don’t have to be disasters. With the right tools, they can be opportunities for growth, clarity, and (dare I say) actual connection. And if you’re like me her outlines and breakdowns in the materials provided are your new go-to reference sheets—already highlighted, and living permanently on your desktop.
Now I’m back in my little corner of the world—juggling CDFO coursework, learning the ropes as your new SDA National Vice President (still not sure who let that happen), and seeking ways to boost our SDA membership (if you haven’t heard we all are connecting on LinkedIn, so connect with me already!)
Most importantly, I’m channeling everything I absorbed at EDSymposium into my work at MIG and into conversations with my colleagues—encouraging them to explore their own professional paths. I believe deeply that operations professionals deserve spaces to grow, learn, and lead. SDA provides exactly that, and I’m honored to be part of its leadership at this exciting time.
To the PPC committee: thank you. This grant allowed me to reconnect, reenergize, and realign with my goals. It wasn’t just about attending a conference—it was about re-entering a space that fuels me professionally and personally.
To anyone wondering if attending EDSymposium is worth it: It is. The content is rich, the people are brilliant, and the impact lingers long after you leave the ballroom.
And to those who might be considering applying for the PPC Grant in the future: Do it. Don’t hesitate. Invest in yourself—you’re worth it, and so is this experience.
Because at the end of the day, whether you’re crunching numbers, managing people, or holding it all together with spreadsheets and snacks—this is a career of opportunity and growth.
We’d love to hear from you! What part of Fran's EDSymposium25 experience resonated most with you? Leave a comment below to let her know! And while you're at it—think back to your own EDSymposium experience. What session, speaker, or moment made a lasting impact? Or if you haven’t attended yet, what are you hoping to gain when you do? Let’s keep the inspiration (and conversation) going!
Tags:
AEC Learning
AEC Operations
EDS25
EDSymposium
Lifelong Learning
PPC Foundation
PPC Grant
SDA National
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Posted By SDA National,
Thursday, July 17, 2025
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In a world that never stops moving, time often feels elusive. We juggle work, family, and personal goals—yet somehow, the things we want to do always get pushed aside. Have you ever felt busy all day, only to wonder what you actually accomplished?
Whether you're preparing for the CDFO exam, leading a team, or simply trying to find time to breathe, let’s explore practical strategies to beat procrastination, increase efficiency, and reclaim time for what is truly most important to you.
Why we procrastinate, and how to break the cycle
Procrastination isn’t laziness—it’s often a response to fear of failure, feeling overwhelmed, or having a lack of clarity. The key is to start small and build momentum.
At EDS25, speaker Carla Howard reflected on the time management technique known as “Eat the Frog.” If it’s your job to eat a frog, do it first thing in the morning—it’s likely the worst thing you’ll face all day. The “frog” represents your most challenging task. Tackling it first gives you a sense of accomplishment that fuels the rest of your day.
Break tasks into micro-steps.
Instead of: “I need to study for the CDFO,” try: “I’ll review one section for 20 minutes.” This micro-commitment lowers resistance and gets you moving.
Time Management Techniques
If frogs aren’t your thing, here are other effective time management techniques:
- Pomodoro Technique: Work in focused 25-minute intervals with 5-minute breaks. After four sessions, take a longer break. Great for maintaining energy and focus.
- Time Blocking: Schedule your day in blocks dedicated to specific tasks. This minimizes distractions and ensures time is allocated to what matters.
- Eisenhower Matrix: Prioritize tasks by urgency and importance. Focus on what’s important, not just what’s screaming for attention.
- The 2-Minute Rule: If a task takes less than two minutes, do it immediately. It clears mental clutter and builds momentum.
Automate and Delegate
Efficiency isn’t just about doing more—it’s about doing less of what doesn’t matter. What tasks can you eliminate? Ask yourself: Am I being busy, or am I being effective?
- Use automation tools like Zapier, Notion, or Google Calendar to handle repetitive tasks.
- Delegate tasks that don’t require your unique skills.
- Batch similar tasks (like emails) to reduce context switching. (Wearing too many hats hurts your brain!)
Learn to say “No”
Is the task your responsibility, or are you stepping in to be helpful? Saying no to tasks that drain your time and distract you from your priorities is a vital time management skill. Learning to say “no” is part of practicing assertive communication and setting healthy boundaries. If you need to say no, offer an alternative solution.
What to Do With the Time You Save?
As you advance in your career and leadership, maximizing efficiency empowers you to choose how to utilize your reclaimed time.
- Do another task. Yes, if you’re building momentum towards a goal you've set for yourself.
- Meditate or journal. Self-care is a way to recharge your mind.
- Travel or explore. Absolutely! A simple walk outside can energize you.
- Stop and smell the roses. Literally, be present. Living in the moment is powerful.
- Schedule “white space” in your calendar—time with no agenda. White space gives you room to focus and reset, freeing you from constant reactivity, replacing it with intentional, distraction-free time for productive work.
Lead by example
If you’re in a leadership role, your time habits set the tone for your team. Model the following:
- Prioritization over busyness
- Boundaries over burnout
- Purpose over pressure
Empower your team to work smarter—not harder.
Studying for the CDFO? You’ve got this!
If preparing for the new Certificate in Design Firm Operations (CDFO) exam feels daunting, SDA has resources at your fingertips. Join a study group or find an accountability partner. Use the strategies above to break your study plan into manageable pieces, and reward yourself after each session to reinforce the habit.
Time Is a tool—use it with intention.
Time management isn’t about squeezing more into your day. It’s about making space for what matters most. When you master your time, you reclaim your energy, your focus, and your freedom to enjoy what matters most to you.
You don’t need more hours in the day—you need more intention in the hours you already have. What time management tips have been useful for you? Share them in the comment box below.
Spotlight Resources:
CDFO Information and Application
Online resources: SDA Blog Article - That One Thing
Tags:
AEC Business
AEC Learning
AEC Time Management
SDA National
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