1. BUILDING YOUR INFRASTRUCTURE WITH NON ENGINEERS PRESENTED BY DEV WARREN CEO ASCENDANT ADVISORY GROUP, LLC

2. As your firm grows, there are needs beyond servicing clients that become full time positions. Leadership, Finance, Risk Management, Business Development and Human Resources are just a few that are bound to be considered. Transitioning an Engineer to these positions can create challenges for the firm and for them. Is it time to consider looking outside the engineering field to fill the positions? We will review the pro’s and the con’s to this option in this interactive discussion. Come with an open mind and bring your team members who you might consider for the position!

3. THE PLATEAU EFFECT Firms grow from level to level as they progress in their skill set, their areas of expertise and their staffing We then experience the plateau effect Why do some move beyond it and some don’t?

4. OBSERVATION 1 Firms try to put the person in charge of leadership roles who will cause the least of amount of damage This person often is liked by most and doesn’t ruffle feathers Chances are there are no changes of merit coming under this person

5. OBSERVATION 2 Professionals who are moved into administrative roles often are poorly suited for the position

6. RIGHT FIT? Are you putting everyone in the right role?

7. OBSERVATION 3 Professionals in administrative roles usually hate the role if they aren’t well suited for it

8. OBSERVATION 4 CFO’s and accountants are not the same thing

9. OBSERVATION 5 Leaders and managers are not the same thing

10. OBSERVATION 6 Employees and clients don’t have the same needs

11. OBSERVATION 7 Firms often try to get people in administrative roles to do billable work as well as the administrative function Your only client when leading should be the firm

12. OBSERVATION 8 Business Development and Being a Great Engineer rarely mix

13. OBSERVATION 9 The Best Firms are the ones who look at individual talents and put the right people in the right seat on the bus

14. OBSERVATION 10 Firms try to hire the cheapest they can for the administrative roles because they don’t value the position

15. SOLUTIONS Hiring a CEO who knows how to run a business You all are great at Engineering but most of you struggle optimizing a business The best leader can marry the two Doesn’t have to know engineering if they have a trusted expert in the mix

16. SOLUTIONS Hiring a CFO who isn’t an accountant Accountants look at the past Tools Accounting software, Tax Returns, Past Financials, Audits – Think History CFO’s look to the future Tools Projections, Models, Analytics – Think Tomorrow

17. SOLUTIONS Hiring a full time Business Developer or Setting up a role that maximizes the efforts of those who have the DNA to bring business in and close it Cant teach closing Worst thing possible is to have a bad car salesman with a goal of selling Its not for everyone and is very rare Pay for performance not effort Pay REALLY WELL

18. SOLUTIONS HR in Montana is not fun and never will be Benefits are not fun and never will be Dealing with employee complaints, issues, lawsuits, terminations, etc. is not fun I promise you Why would you make someone do it who is bad at it or doesn’t like it? This is a high risk area and is usually put on the lowest paid folks

19. CAN YOU HANDLE NON ENGINEERS IN LEADERSHIP? Are you willing to trust people with “different” credentials? Are you willing to admit they are “smarter” than you in their areas of expertise? Do you believe that your firm is just fine without them? Will you follow someone who is better than you at business? Can you handle someone else having more success than you at running the business?

20. Your thoughts and Questions?

21. Thank you for your time! dev@ascendantadvisory.com www.ascendantadvisory.com