Join financial expert and project management guru from Stambaugh Ness to review your annual budget and improve your strategies for financial planning and management. Learn how to leverage benchmarking not just as a metric, but a dynamic tool for budgeting and goal setting. Attendees will also see how to incorporate Vantagepoint tools, such as dashboards, into day-to-day business routines to support your firm and meet your goals.
Stambaugh Ness
Gold
Overview
Stambaugh Ness is a multi-discipline, professional services firm helping clients nationally to drive growth, profitability, and a forward-thinking mindset. We immerse ourselves in the industries we serve and, as such, have deep expertise in the architecture and engineering, professional services, construction and real estate, and manufacturing industries._ Our services are crafted specifically for the diverse needs of our clients and include compliance, government contract services, strategic tax solutions, technology, and cyber risk advisory, data solutions, Microsoft solutions, Deltek ERP software, workforce and talent solutions, outsourced accounting, ownership transition, and mergers and acquisitions.
Booth 5
Videos
Cancel
live
Resources
Related Sessions
Sponsor Session
Vantagepoint (VP)
Vantagepoint: Financial Mgmt
Business Operations
Finance/Accounting
Management/Executive
Project/Program Management
Intermediate
Architecture & Engineering
Management & IT Consulting
1
Group Live
- Utilize benchmarking data from industry studies like Deltek Clarity for effective 2025 budgeting and goal setting <br>
- Implement key strategies to drive measurable results based on financial benchmarks and FAR metrics <br>
- Leverage Deltek Vantagepoint tools to track and visualize goals and KPIs, enhancing transparency and decision-making processes.
Business Management & Organization
Vantagepoint (VP)
Show Vantagepoint Tile
3:00 p.m. Wednesday, Nov 13
Wednesday, Nov 13
Sponsor Session
Ajera (AJ)
Ajera: Project Management
Business Operations
Finance/Accounting
Management/Executive
Project/Program Management
Intermediate
Architecture & Engineering
Management & IT Consulting
1
Group Live
After this session, attendees will be able to <br>
- Use Ajera Software: Demonstrate a comprehensive understanding of how to leverage Ajera software to assess and monitor project performance effectively <br>
- Apply Key Metrics: Implement strategies for managing projects using spent values, earned value analysis and the resource contract approach to maximize profits <br>
- Engage Project Managers: Develop techniques to engage project managers in dynamic reporting and highlight project performance effortlessly, transforming project management from a chore into an engaging and strategic activity
Business Management & Organization
Ajera (AJ)
Show Ajera Tile
Thursday, Nov 14
3:00 p.m. Thursday, Nov 14
Let's explore the possibilities that are provided by Ajera to assess our project performance and engage our project managers to achieve our profit targets. We will explore managing to spent values, managing with earned value analysis and our new approach at managing to the resource contract to maximize profits. Project management doesn't have to be a chore; we CAN engage our PMs and make dynamic reporting to easily highlight project performance.
Speakers
Kathy (Bagford) Carrillo
Senior Project Manager
Stambaugh Ness
Kathy has two decades of expertise with Deltek Vision/Vantagepoint in the AEC industry with a robust background in Accounting/Finance, System Administration, and Project Management. Working for various architecture and engineering firms, she specializes in understanding what an ERP system needs to do and provide its end user and managing system rollouts, including developing change management plans to successfully implement new products and modules.
Dean Gratz
CFO Advisor
Stambaugh Ness
Dean has over three decades of expertise in financial operations with a robust background in executive-level CFO and finance director roles. Working extensively within the architecture and engineering industry, he has vast experience working in C-Corp, ESOP, and Private Equity environments. Dean specializes in offering fractional CFO services that enhance business best practices and financial strategies, while fueling growth, and working to maximize profitability. Partnering with clients and sharing Dean’s firsthand understanding of project-centric business operations, in addition to his proficiency of the Deltek Vision and Vantagepoint platforms are of significant benefit to the AE clients he serves.