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Tampa Bay Chapter Serving Hillsborough, Pinellas Sarasota, Polk and by scd34940

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									                                                                 Tampa Bay Chapter
                                                               Serving Hillsborough, Pinellas
                                                              Sarasota, Manatee, Polk, Citrus
                                                        Hernando, Desoto and Pasco Counties
   Volume 1, Issue 2                                                                                        December 2007
                                                   December Meeting Information
                  Officers 2007/2008
                                                   SDA Audio Conference
                        President
                                                   December 11, 2007, 2:00 pm – 3:30 pm
                  Robin C. Vandenburg
             Collman & Karsky Architects, Inc.
                                                   End of Year Closing and Review
            rvandenburg@collman-karsky.com
                                                   •      The end of each year is a time for review of the past year’s results for
                   (813) 884-2000 voice                   accuracy and reasonableness and analysis of them for improvements in
                    (813) 884-0700 fax                    the future.
                                                   •      The review is both a strictly financial review, i.e., reviewing the balance
                      Vice President                      sheet and income statement for accuracy, and a management review,
                       Debbie Fox                         i.e. determining profitability, overhead, and other key indicators.
                     Harvard Jolly, Inc.           •      The analysis helps determine profitability factors and how to increase
                                                          profits in the coming year, e.g. increase bill rates, work on staff utilization,
                 d.fox@harvardjolly.com                   and calculate potential revenue for coming year.
              (727) 896-4611 ext. 125 voice        Financial Review
                    (727) 894-0236 fax             •      Internal Controls
                                                   •      Payroll – 70% of costs is labor
                       Treasurer                   •      Human Resources
                    Candy Shepherd                 •      Benchmark Review of results and compare to national averages
                    Harvard Jolly, Inc.            Management Review
              c.shepherd@harvardjolly.com          •      Lost Revenue and Recuperation Opportunities
              (727) 896-4611 ext. 123 voice        •      Profitability – Percentage Profit & Net Multiplier
                   (727) 894-0236 fax              •      Staff Utilization & Billing Rates
                                                   •      Determine profitability per person for coming year
                                                   •      Determine potential revenue at current staffing for coming year

                                                   January Meeting Information
            Upcoming Meeting Schedule
                                                   ***Great meeting to invite your firm principals***

                                                   January 16, 2008, 11:45 – 1:15 pm
We realize the value of our members’ time
and acknowledge everyone’s busy schedules.
                                                   •       Ownership Transitions- Professional liability issues associated with
Therefore, meetings will begin promptly at
                                                           Sales, Mergers, Acquisitions, Retirement and other ownership changes
11:45 am and end at 1:15 pm. Please allow                  within Design Firms.
enough time in your schedule to arrive prior to    •       The Importance of Having a Buy-Sell Agreement.
the start of the meeting for checking in, paying
                                                   •       The types of Buy-Sell Agreements.
lunch fee, etc.
                                                   •       How to fund your Buy-Sell Agreement .
Date & Time:         December 11, 2007             •       The types of life insurance used to fund buy-sell agreements.
                     1:45 pm – 3:30 pm
Location:            Harvard Jolly                 Presenters:
                     St. Petersburg Office         •      Michael D. LaBarbera - Financial and Benefits Consultant, Suncoast
Topic:               Year End Closing & Review            Insurance Associates, Inc.
                     SDA Audio Conference
                                                   •      Jose B. Rodrguez & Michael J. McGirney from Daniels Kashtan Downs
RSVP:                By December 7 to
                                                          Robertson & McGirney Attorneys at Law
                     Debbie Fox


Date & Time:         January 16, 2008
                                                   Welcome our member!
                     11:45 am – 1:15 pm
                                                   •       Thomas E. Ray
Location:            Jobing.com Community Room
                                                           PB, Inc.
Topic:               Recruiting Trends in the
                     A/E Industry
RSVP:                By January 4, 2008 to
                     Robin Vandenburg


                            SDA National Website: http://www.sdadmin.org

								
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