The BAFOG Fall Meeting agenda included: - A 20 minute discussion on BAFOG's vision and areas of focus for CFOs in the AEC industry. - A 20 minute overview of the results from BAFOG's 2016 member survey on positions, tenure, markets represented, and resources used. - A 30 minute session to develop BAFOG's initiatives for 2017. - A 40 minute learning session on leadership development. - A 10 minute discussion on next steps, followed by drinks and dinner.

1. BAFOG FALL MEETING
OCTOBER 27,2016

2. AGENDA OVERVIEW:
§ BAFOG Vision – 20 MINUTES
§ Who Are We? (Survey Highlights) - 20 MINUTES
§ What’s Important Now? (2017 Initiative Development) - 30 MINUTES
§ Learning Session – The Leader’s Tool Kit - 40 MINUTES
§ What’s Next? – 10 MINUTES
§ Drinks + Dinner
Welcome to BAFOG’s Fall Meeting
1
BAFOG Vision
2
Who Are We
3
Sponsors
5
Learning Session
6
What’s Next
4
What’s Important Now

3. “BAFOG is a
transformative learning
community, leading and
supporting the
evolution of CFOs in
the AEC industry.”
BAFOG Vision
1
BAFOG Vision
2
Who Are We
3
Sponsors
5
Learning Session
6
What’s Next
4
What’s Important Now

4. BAFOG Areas of Focus
1
BAFOG Vision
2
Who Are We
3
Sponsors
5
Learning Session
6
What’s Next
4
What’s Important Now

5. 1. Strategic Planning
2. Governance
3. Transition
4. Merger & Acquisition
5. Compensation Plan
6. Recruiting Top Talent
7. Leadership Development
8. Investment – Infrastructure
9. Firm-wide Collaboration/
Reporting
CFO Example
1
BAFOG Vision
2
Who Are We
3
Sponsors
5
Learning Session
6
What’s Next
4
What’s Important Now
ENABLE:
1. Profit Model
2. Cash Management
3. Resource Management
4. Project Planning
5. Risk Management
6. Principal Performance
7. Office /Department
Performance
OPTIMIZE:
1. Accounting Operations
2. Project Accounting
3. Systems Management
4. Reporting
5. Facilities Management
6. International Management
7. Compliance
8. Audit/Reviews
STREAMLINE:

6. Questions? Feedback?
Vision & Areas of Focus
1
BAFOG Vision
2
Who Are We
3
Sponsors
5
Learning Session
6
What’s Next
4
What’s Important Now

7. 2016 Survey Highlights
§ Positions & Tenure
§ Markets Represented
§ Span of Leadership
§ BAFOG Resources
1
BAFOG Vision
2
Who Are We
3
Sponsors
5
Learning Session
6
What’s Next
4
What’s Important Now
Who are we?

8. Positions and Tenure
POSITION TENURE
1
BAFOG Vision
2
Who Are We
3
Sponsors
5
Learning Session
6
What’s Next
4
What’s Important Now

9. BUSINESS TYPES: AE2c
Design Build
Construction(CM)
Environmental
Architecture
Engineering
Markets Represented
1
BAFOG Vision
2
Who Are We
3
Sponsors
5
Learning Session
6
What’s Next
4
What’s Important Now

10. Leadership Span
7"Firms 6"Firms 8"Firms 8"Firms 5"Firms All"Firms
7 51 101 151 301 3,835"""""""""
Headcount 50 100 150 300 350 6,055"""""""""
Number"of"Firms 7 6 8 8 5
Increment 43 49 49 149 49 2220
7
6
8 8
5
0
1
2
3
4
5
6
7
8
9
0
50
100
150
200
250
300
350
400
7"Firms 6"Firms 8"Firms 8"Firms 5"Firms
Number"of"Firms
Headcount
BAFOG"Leadership"Span"(Headcount)
Headcount Number"of"Firms
J
1,000"
2,000"
3,000"
4,000"
5,000"
6,000"
7,000"
All"Firms
Headcount
Cumulative"
Headcount
Headcount
7"Firms 6"Firms 8"Firms 8"Firms 5"Firms All"Firms
7 51 101 151 301 3,835"""""""""
Headcount 50 100 150 300 350 6,055"""""""""
Number"of"Firms 7 6 8 8 5
2
9
1
9
3
0
1
2
3
4
5
6
7
8
9
10
0
50
100
150
200
250
2"Firms 9"Firms 11"Firms 9"Firms 3"Firms
Number"of"Firms
Revenue"$MM
BAFOG"Leadership"Span"(Revenue)
Revenue Number"of"Firms
N
500"
1,000"
1,500"
2,000"
2,500"
All"Firms
Revenue"$MM
Cumulative"
Revenue
Revenue
1
BAFOG Vision
2
Who Are We
3
Sponsors
5
Learning Session
6
What’s Next
4
What’s Important Now

11. National Offices: 712
International Offices: 228
Leadership Span
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now

12. SOFTWARE: BUDGETINGSOFTWARE: ACCOUNTING
4
27
BAFOG Resources (Software)
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now
PAYROLL
13
10
4
None
Excel
Deltek
Ajera
Other 7|3
25
15
8
8
3
Deltek
Ajera
Other 3|3
ADP
Other 12|10
In House
3

13. BAFOG Solution Providers
PROFESSIONAL
LIABILITYCPABANKING
Other 20|17
Union
Wells Fargo
Other 17|12
Calegari & Morris
Campbell, Taylor
& Co.
Presidio
HUB International
Other 12|10
Dealey Renton
IOA
10
9
4
3
12
5
4
4
17
5
4
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now
ATTORNEY
Other 18|10
Fox Rothschild
Internal
15
6
3

14. BAFOG Solution Providers
REAL ESTATE RECRUITING PRINTING
Other 14|13
Avison Young
CBRE
In HouseOther 5|5
ARC None
MultipleIn House
Other 8|8 None
3
3
13
8
7
3
3
7
5
4
3
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now

15. Sponsors
Jonathan
ALLEN
Jonathan
works
with
AEC
firms
throughout
the
Bay
Area
and
nationally
to
help
maximize
output
from
real
estate
portfolios.
Through
superior
industry
experience,
market
research,
and
benchmarking,
Jonathan's
focus
is
providing
streamlined,
efficient
office
leasing
solutions
to
reflect
changing
market
conditions.
Vice President
Avison
Young
is
the
real
estate
partner
businesses
trust
for
intelligent,
integrated
solutions.
As
a
full-­‐service
provider,
we
can
deliver
results
aligned
with
our
clients’
strategic
business
objectives,
supporting
real
estate
initiatives
that
add
value
and
build
competitive
advantage.
Reno
CALDWELL
With
over
two
decades
of
insurance
experience
and
having
placed
insurance
for
hundreds
of
architectural
and
engineering
statewide,
Reno’s
broker
skills
are
fine
tuned
and
geared
toward
finding
the
right
programs
for
his
clients
and
negotiating
highly
competitive
premium
terms.
He
also
provides
contract
review
and
risk
management
seminars.
Insurance
Broker
IOA
Insurance
Services
is
a
full-­‐service
brokerage
specializing
in
professional
liability
insurance
and
risk
management
services
with
a
specialization
in
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now

16. Sponsors
Sam
MUIR
Sam
practices
primarily
in
the
area
of
professional
liability
with
an
emphasis
on
the
representation
of
design
professionals.
Sam
helps
AEC
firms
develop
and
maintain
risk
management
programs,
defend
project
claims
and
assess
insurance
policies.
Attorney
Founded
in
1964,
Collins
Collins
Muir
+
Stewart
LLP
has
50
years
of
trial
experience
in
California.
Our
firm
serves
clients
in
litigation
and
transactions
throughout
California
from
our
offices
in
Oakland,
South
Pasadena,
Orange,
and
San
Diego.
CCM+S
is
a
full-­‐service
law
firm
incorporating
a
wide
range
of
practice
areas.
Paul
NEUNER
Paul
partners
with
CFOs
to:
-­‐ Analyze
plan
data
-­‐ Stay
in
compliance
with
fiduciary
standards
and
best
practices
-­‐ Maintain
excellent
investment
offerings
-­‐ Benchmark
to
values
the
company
advocates
and
manage
processes
to
ensure
these
goals
are
met
-­‐ Create
world
class
communication
and
educational
opportunities
that
make
a
difference
to
the
lives
of
the
employees
Partner &
Managing
DirectorNEXT
was
established
more
than
two
decades
and
is
dedicated
to
helping
people
“retire
their
way”
and
working
with
institutions
to
meet
the
many
challenges
of
creating
and
maintaining
a
successful
retirement
plan.
Maintaining
an
excellent
retirement
plan
can
be
critical
to
an
organization’s
culture
and
ultimately
its
success.
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now

17. Sponsors
Ryan
PATTERSON
A
talent
sourcing
and
development
specialist,
Ryan
has
more
than
has 10
years
of
recruitment
experience
at
all
levels
of
the
organization,
certifications
from
TTI
Success
Insights
in
the
use
of
talent
assessments, is
a
Stages
of
Growth
Strategist to
help
leaders
develop
strategic
initiatives,
and
a
Performance
Coach
with
the
ICF.
Sr. Talent
Consultant
Building
Talent
believes
in
the
development
of
a
talented
bench
to
meet
market
demands.
We
help
companies
achieve
sustainable
high
performance
through
the
development
and
retention
of
talented
leaders,
teams
and
by
creating
a
nimble
and
creative
culture.
Adam
RECHENMACHER
An
insightful
diagnostician
and
talent
specialist,
Adam
has
years
of
building
and
growing
organizations
in
close
partnerships
internally
and
externally.
He
is
certified
in
the
analysis
of
people’s
Behaviors,
Motivators,
Acumen
Competency,
and
Emotional
Intelligence,
a
Stages
of
Growth
Strategist,
and
an
ACC
Coach
with
the
ICF.
Sr. Talent
Consultant
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now

18. Sponsors
Gunnar
BERGEMAN
Gunnar
started
with
San
Jose
Blue
nearly
20
years
ago.
In
2013
Gunnar
left
ARC
to
start
Bay
Print
Solutions,
Inc.
The
BPS
Team
has
worked
with
CFOs,
PMs,
accounting
teams
and
IT
to
ensure
quality
of
deliverables
and
detailed
billing
-­‐ so
firms
can
focus
on
their
core
business.
Print Services
Specialist
Bay
Print
Solutions
team
has
over
25
years
of
experience
servicing
the
printing
and
equipment
business
in
the
AEC
industry.
Our
executive
management
team
has
over
40
years
of
combined
experience.
With
our
experience
and
knowledge
in
this
industry,
we
understand
our
clients’
business
and
the
importance
of
execution.
Mike
GUTIERREZ
Mike
has
over
17
years
of
experience
servicing
the
printing
and
equipment
business
in
the
AEC
industry.
He
believes
in
partnership
and
long
term
client
relationships.
Account
Executive
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now

19. Sponsors
Mike
DONAHUE
Before
FB's
founding
in
2010,
Mike
was
the
Director
of
IT
for
WATG,
a
global
Architecture
firm
specializing
in
hospitality.
Prior
to
WATG,
Mike
ran
the
Infrastructure
and
Mergers
&
Acquisitions
IT
groups
as
a
Special
Projects
Manager
for
MSSC,
a
nation-­‐wide
food
broker
with
80
offices
and
over
8000
users.
Mike's
technical
chops
were
made
as
a
Senior
Network
Engineer
for
Pacific
Blue
Micro.
President
[need
bio]
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now

20. What’s Important Now?
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
POSITION
LEADERSHIP DEVELOPMENT
GROWTH
FINANCIAL PERFORMANCE
4
What’s Important Now

21. What’s Important Now?
3
Sponsors
4
What’s Important Now
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
Small group discussion
§ What are your top three initiatives?
§ Why?
§ What is the desired outcome?
§ How can BAFOG help with initiatives?
Share with the larger group
§ What are the top three initiatives within your group?
§ How can BAFOG help with initiatives?

22. § 2017 Initiatives
§ Next Meeting: January or February?
§ Feedback / Questions?
What’s Next?
3
Sponsors
5
Learning Session
6
What’s Next
1
BAFOG Vision
2
Who Are We
4
What’s Important Now

23. Town Hall
342 Howard St.
Join us for Drinks & Dinner!