Firm of the Future Symposium

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professional organization can be run more effectively when it becomes a knowledge firm rather than a service firm. Creat
Firm of the Future Symposium Overview This symposium will be dedicated to the possibility that a professional organization can be run more effectively when it becomes a knowledge firm rather than a service firm. Creating such an organization is hard work and not for everyone as it requires partners to think differently than they have in the past about what it is that they do.

Objectives •

From a focus on revenue to a focus on profit



From a focus on capacity to a focus on capital management



From a focus on efficiency to a focus on effectiveness



From a focus on cost-plus pricing to a focus on pricing on purpose

Agenda – Day One Day/Time

Item

Day 1, 7:15am

Breakfast

Day 1, 8:00am

Welcome and introductions •

Day 1, 9:00am

Start with Why?

A better business model •

Professional Service Firm



Professional Knowledge Firm



From a service economy to knowledge economy



Four Assertions

Day 1, noon

Lunch

Day 1, 1:00pm

From Cost-plus to Pricing with Purpose •

Review of How to Set Price



Fair Pricing



Developing Options



Using a TIP clause



Pricing a small engagement for current customer



Pricing a large engagement for a new customer

Day 1, 6:00pm

Dinner

Day 1, 7:00pm

From Efficiency to Effectiveness •

The history of innovation



The only KPIs you need

Sage NA – Firm of the Future Symposium – Page 1

Notes

Notes

Agenda – Day Two Day 2, 7:15am

Breakfast

Day 2, 8:00am

From Capacity to Capital •

Using the knowledge matrix



Understanding Social Capital



Drucker’s Manager’s Letter



Compensation for Knowledge Workers



Scope Development, Issue List Management, and After Action Reviews



Accelerant Curve

Day 2, noon

Lunch

Day 2, 1:00pm

From Revenue to Profit

Day 2, 3:30pm



Dialogue on value



Where does profit come from?



Baker’s Law



20/225 – The Whale



KTA

Wrap up and depart for home by 4:00pm

Sage NA – Firm of the Future Symposium – Page 2