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Small Firm Forum | That’s a Wrap: Closing Out and Setting up Your Small Firm for a New Year

December 13, 2022 @ 12:00 pm - 1:00 pm

AIA SFxPA 2nd-on-2nd Small Firm Forum | DECEMBER 2022

That’s a Wrap! Closing Out and Setting up Your Small Firm for a New Year

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Join the AIA Pennsylvania Small Firm Exchange (SFxPA) to share with and learn from your peer’s practices for closing out the year. The discussion will center on the most impactful and actionable financial, marketing/business development, and staffing moves that you and your peers have built into year-end/year-start to set your firm up for success in the coming year.

Learning objectives:
• Provide examples of how small firm peers wrap up and plan for the new year
• Identify the performance indicators that other firms apply to their planning for the new year
• Formulate or revise your small firm practices for closing out and planning for the new year
• Share resources to assist with your firm’s year-end wrap, review, and planning

1 AIA LU credit opportunity

The exchange welcomes the input and participation of any former small firm leaders that have started small and grown their practices beyond the standard small firm size (staff of 1-9) and have insights to share with younger or smaller firms looking to evolve or streamline their practices.


December 13, 2022
12:00 pm - 1:00 pm
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