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.

Penny Nelson, FSDA

Chief Financial Officer at Douglas Pancake Architects, Inc.

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

As an SDA Fellow, I felt that I needed to set a good example for the members. I also like to keep current with my certifications. 

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

It has given me some great insight into the leaders of our firm, as well as understanding my own leadership style and what I need to do to enhance my skills.

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

I haven't had to study for an exam since obtaining my CDFA.  I'm used to studying for facts, and this section is more about theory, so it was a bit more difficult to solidify the information in my head.

What surprised you most about the preparation or exam process?

The theoretical aspect of the section.  I didn't realize I would struggle with that. 

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

No.

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

Understanding the subtle differences between the 21 laws was a challenge. 

How have your employer or colleagues responded to your certification?

Just congratulations, nothing more. 

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

Obtaining the CDFO provides an instant confidence boost! You have proven your expertise in the industry. 

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!

SDA Fellows: Empowering Members, Improving the Design Community 

SDA began the SDA Fellows initiative in 2018 to recognize the value of individual contributions to SDA, peer organizations, and the A/E/C community in the area of excellence in design firm management. The program also seeks to encourage individuals to further their studies, share their knowledge, and elevate practice management standards in the A/E/C industry overall.  

Becoming an SDA Fellow is a rigorous process, involving comprehensive essays and securing three recommendation letters highlighting the applicant’s leadership, mentorship, and impact on the A/E/C industry. Once selected, an SDA Fellow, denoted as FSDA, commits to inspiring the next generation through tailored opportunities, promoting SDA's mission, advancing practice management, and mentoring young members.

Door to Fellows is Open All October Long

The application window for candidates wanting to apply to be named a Fellow opened on October 1 and will remain open until October 31.  The application, guidelines, and additional information are available on the SDA website at https://www.sdanational.org/page/Fellows.

Today, there are nine SDA Fellows: Judy Beebe, Debra Ellis, Deborah Gill, Liz Harris, Sabrina Heard, Stephanie Kirschner, Betsy Nickless, Karen Roman, and Sarah Wallace. Though not an SDA committee, the Fellows elect a Chair each year and meet monthly to discuss how to focus their collective action for the betterment of the organization and its members. 

Path2Success: Your Personal Journey to Growth

In 2021, the Fellows unveiled a groundbreaking leadership initiative, “Path2Success.” This program, inspired by contemporary business literature, aims to nurture career growth, enhance personal development, and mold future SDA and business leaders. The Path2Success curriculum, rooted in the transformative insights of James Clear’s "Atomic Habits," combines self-study, progress check-ins, and holistic leadership development.

Stay tuned for more details about the Path2Success program—it’s not just a learning opportunity; it’s a chance to grow and evolve, personally and professionally.

Your Invitation to Shape Your Future

Whether you're considering the Fellowship application or exploring the Path2Success program, take this opportunity to delve into something truly transformative. Download the Fellows application to assess your progress and identify areas for growth. The effort you invest in fulfilling the Fellowship requirements not only elevates your career but also provides clear, tangible goals to strive for. Seize this chance to shape a future filled with excellence, both professionally and personally. Let's embark on this journey together!