Leveraging Successful Business Strategies

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Leveraging Successful Business StrategiesCourse No. FR 20120 May 2016 2:00 – 4:00 pm2 Learning Units

Leveraging Successful Business StrategiesCourse Number FR 201Friday, May 20th; 2:00 – 4:00 pm2 Learning Units

This presentation is protected by U.S. and international copyright laws.

Reproduction, distribution, display and use of the presentation without written permission of the speaker is prohibited.

This program is registered with the AIA/CES for continuing professional education. As such, it does not include content that may be deemed or construed to constitute approval, sponsorship or endorsement by the AIA of any method, product, service, enterprise or organization. The statements expressed by speakers, panelists, and other participants reflect their own views and do not necessarily reflect the views or positions of The American Institute of Architects, or of AIA components, or those of their respective officers, directors, members, employees, or other organizations, groups or individuals associated with them. Questions related to specific products and services may be addressed at the conclusion of this presentation.

Course / Learning ObjectivesThis candid 2-hour panel discussion will encourage 6 mindshifts to lead to a progressive practice:• Lateral Leadership• Collaboration • Transparent Metrics• Diversification of Services• Culture of Giving Back

AUDIENCE POLLING REFERSHER

****SPEAKERS

Steve Dumez, FAIA

Director of Design

Eskew+Dumez+Ripple

Mark Ripple, FAIA, LEED AP BD+C

Director of Operations

Eskew+Dumez+Ripple

Jacob Dunn, LEED AP BD+C

Sustainability Manager

Eskew+Dumez+Ripple

Jenifer Navard, CPA

Director of Finance

Eskew+Dumez+Ripple

Daniel Meyers, AIA

Director of Design

Skylab Architecture

ALBERT EINSTEIN

“THE WORLD AS WE HAVE CREATED IT IS A PROCESS OF OUR THINKING. IT CANNOT BE CHANGED WITHOUT CHANGING OUR THINKING.” ―

****

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DESIGN EXCELLENCE

ENVIRONMENTAL RESPONSIBILITY

COMMUNITY OUTREACH

CLIENT COMMITMENT

ALPHABETICAL ORDER BY LAST NAME

Eskew+Dumez+Ripple1989 2014

Eskew+Dumez+Ripple1989 2014

Hussein Alayyan Milady Almanzar José Alvarez John Anderson Vincent Bandy Linda Bauer Anthony Bayers Eric Becker

Leslie Bergeron Tif fany Bergeron Loren Berot Christopher Brooks Jennifer Calla Marissa Campos Julie Charvat

Wen Chen Kelly Colley John Crawford Collette Creppell Randy D’Amico Steven Dangermond Rachel DeHayes

Donald del Cid David Demsey Aseem Deshpande Ramiro Diaz Mary Ditcharo Peter Doncaster Shannon Downey

Kathlyn Driscoll-Lopez Lynn Drury Cynthia Dubberley Jay Dufour Georgia Dufrensne Tim Dumatrait Steve Dumez

Rick Dupont Blaise Durio Susanna Eisenman Allen Eskew Nancy Eskew Ronald Filson Jeannine Ford Virginia Fox

Denise France Greg Gardiol Brett Gauthier Eric Giardina Tom Gibbons Michael Glenboski Anne Glynn Jill Godfrey

Kristin Grainger Christina Grush Jonathon Hagar Kurt Hagstette Jacquline Handy Iris Harris Stephanie Hart Sabeen Hasan

Mark Hash Emily Heausler Trena Hill Charles Hite Gary Hoffman James Hollister Thomas Holloman David Hurd

Randy Hutchison Jeanne Jacob Cydney Jaggers Patrick Jones Tiffany Jones Nicole Joslin Travis Kalina Michael Keller

Wendy Kerrigan Matt Kleinmann Robert Kleinpeter Matthew Kymes Joann LaCaze Lauren Lacey Jules Lagarde

Dru Lamb Lisa Lamont Terr i Lamperez Tracy Lea Judy Lee Bryan Lee, Jr. Brent Leif Dori Levy Alan Lewis

Nicole Magnelia Noah Marble Nicholas Marshall Nicole Marshall Adam Martin Jennifer Martinez Magen Raine Massey

Joshua Matthews Shelley Maxwell Lisa McConnell Marty McElveen Alan McGillivray Ellen McLean Scott Melancon

Tammy Mets Carol Mockbee Jack Monroe Kevin Moore Micah Morgan Kevin Morris Byron Mouton Diane Mouton

Leslie Myers Jenifer Navard Adam Newman Ian O’Cain Lynn Ostenson Hector Palacios Jennifer Pelc Aaron Pexa

Denise Peytral Kr isten Preau Shawn Préau Andy Redmon Mark Reynolds Ceci le Richards Jason Richards

Linna Richardson Ariana Rinderknecht Mark Ripple Amanda Rivera Joy Robinson Christian Rodriguez Steven Rome

Sebastian Salvado Katherine Sauter Jack Sawyer Ashley Schafer Stacey Schexnayder Caleb Sears Jay Seastrunk

B.J. Siegel Michael Sewell Paul Sieber th Jessica Sigmundsson Rainier Simoneaux Katy Slauson Vickie Small

Catharine Smith David Smith Gabriel Smith Vicki Smith Z Smith Vanessa Smith-Torres Brett Spearman Kevin Spurgeon

Corey Squire Alexandra Stroud Jessica Stumpf Jill Traylor-Mayo Kiyomi Troemner Kimberly Tseng Cristina Ungureanu

Richard Veith Mary Grace Verges Wil l iam Vincent Guan Wang John Wal lace Debra Warner Br ien Watson

Jennie Cannon West Carl Westerman Isaac Williams Sky Williams Michelle Zande Thaddeus Zarse Daniel Zegel

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1989 Year Founded

46 Number of Employees

38 Average Age

5 Countries Represented

40 University Programs Represented

55% LEED Accredited Professional Staff

53% Licensed Professional Staff

59/ 41 Male / Female Staff Ratio

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Annual EventsCrawfish BoilBowling NightBBQ at Rip’sHoliday PartyStudio Field Trip

Weekly EventsMonday Staff MeetingsTuesday Lunch and LearnThursday Design DiscussionsFriday Forum

Office Bid Altarwith 9 Novena Candles and Jinx Removing Spray

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WHAT’S IN A NAME?

****

OPTIMISM...

****

...AND HUMOR.

****

LOVE OF PLACE(S)

YEAH, BUT WHAT ABOUT THE

PEOPLE?

6 MINDSHIFTS

LATERAL LEADERSHIP

COLLABORATION

TRANSPARENT METRICS

DIVERSIFICATION OF SERVICES

CULTURE OF GIVING BACK

1.

2.

3.

formal

informal

none

DOES YOUR FIRM HAVE A MENTORING PROGRAM?

1.

2.

3.

project PIC

project manager

firm wide leader for all projects

WHO MANAGES YOUR FIRM’S STAFFING?

1.

2.

3.

4.

5.

firms financials

client relationships

project staffing

all of the above

none of the above

TOMORROW, WOULD YOU ENTRUST YOUR ASSOCIATES WITH

WHY DOES IT MATTER?

WHY DOES IT MATTER?

wealth of perspective

shows commitment

fosters collaboration

LEADERSHIP DIAGRAMEskew+Dumez+Ripple

NOW:

THEN:

PRINCIPALS

PRINCIPALS

“STAFF BULLPEN”

ASSOCIATES(PROJECT MANAGERS)

PM PM PM PM PM

1 2 3 4 5

PRINCIPALS PRINCIPAL

PRINCIPALPRINCIPAL

PM PM PM PM PM

1 2 3 4 5

LEADERSHIP DIAGRAMSkylab Architecture

PARTNERS

DIRECTORS / SR. ASSOC.

ASSOCIATES

TEAM

OP

ERAT

ION

S

BU

SIN

ESS

DES

IGN

DESIGN PRINCIPAL OPERATIONS PRINCIPAL

STUDIO DIRECTOR

STUDIO COORDINATOR

OPERATIONS MANAGER

DESIGN / OPS STAFF

DESIGN / OPS ASSC.S

CD's/SENIOR ASSOC.

CFO

LEADERSHIP DIAGRAMSkylab Architecture

ANOTHER THING. WE ALL DECIDED THE PYRAMID SUCKS.

LEADERSHIP DIAGRAMSkylab Architecture

LEADERSHIP DIAGRAMSkylab Architecture

LEADERSHIP DIAGRAMSkylab Architecture

STRUCTURE CHAOS

*SHAMELESS THEFT FROM HIDESHI HAMAGUCHI

LEADERSHIP DIAGRAMSkylab Architecture

LEADERSHIP DIAGRAMSkylab Architecture

LEADERSHIP DIAGRAMSkylab Architecture

PARTNERS

DIRECTORS / SR. ASSOC.

ASSOCIATES

TEAM

OP

ERAT

ION

S

BU

SIN

ESS

DES

IGN

DESIGN PRINCIPAL OPERATIONS PRINCIPAL

STUDIO DIRECTOR

STUDIO COORDINATOR

OPERATIONS MANAGER

DESIGN / OPS STAFF

DESIGN / OPS ASSC.S

CD's/SENIOR ASSOC.

CFO

LEADERSHIP DIAGRAMSkylab Architecture

PARTNERS

DIRECTORS / SR. ASSOC.

ASSOCIATES

TEAM

OP

ERATIO

NS

BU

SIN

ESS

DES

IGN

DESIGN PRINCIPALOPERATIONS PRINCIPAL

STUDIO DIRECTOR

STUDIO COORDINATOR

OPERATIONS MANAGER

DESIGN / OPS STAFF

DESIGN / OPS ASSC.S

CD's/SENIOR ASSOC.

CFO

LEADERSHIP DIAGRAMSkylab Architecture

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

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“TRADITIONAL” OWNERSHIP TRANSITIONEskew+Dumez+Ripple

AA B C

52 RAE48 CH45 TL44 MR42 SD38 DM

OWNERSHIP%

TIME

BUY IN SELL OFF

1989 2000 2009 2014 XXXX

RAE

TL

CH

DM

KH

JN

ZS

JA

CC

?

?

?

SD

MR

$$

OWNERSHIP TRANSITIONEskew+Dumez+Ripple

LEADERSHIP ADVANCEMENT TIMELINEEskew+Dumez+Ripple

AA B C

52 RAE48 CH45 TL44 MR42 SD38 DM

OWNERSHIP%

TIME

BUY IN SELL OFF

1989 2000 2009 2014 XXXX

RAE

TL

CH

DM

KH

JN

ZS

JA

CC

?

?

?

SD

MR

$$

LEADERSHIP HIERARCHYEskew+Dumez+Ripple

PARTNERS

PRINCIPALS

ASSOCIATES

TODAY

PRINCIPALS

SENIOR ASSOCIATES

ASSOCIATES

TOMORROW

P SA P SA

CLOSING THE GAPEskew+Dumez+Ripple

FIRM-WIDE STRATEGIC PLANNING

CLARIFICATION OF LEADERSHIP ROLES

SHARING IN FIRM PROFITABILITY

TRANSPARENCY IN FIRM FINANCIALS

STAFFING / PROJECT MANAGEMENT

PROJECT FINANCIALS / INVOICING

STAFF REVIEWS

CLIENT RELATIONSHIPS

BUSINESS DEVELOPMENT

MINORITY LEVEL OWNERSHIP

STRATEGIC GROUPSEskew+Dumez+Ripple

EXECUTIVE COMMITTEE

BUSINESS DEVELOPMENTDELIVERY

DESIGNHUMAN RESOURCES

PRINCIPAL

SENIOR ASSOCIATE / ASSOCIATE

STAFF

PROJECT TEAMINGEskew+Dumez+Ripple

****MENTORSHIP + EDUCATION / ADVANCING FUTURE LEADERS

Eskew+Dumez+RippleSTAFF REPORT: IDP / ARE PROGRESS

11/19/2013

** grant ** grantSTAFF NAME: ADAM CRSTN CDNEY ISAAC JENNIE JOSH KIM LAUREN LYNN MATT MICHAEL PTRICK SBEEN TIM WENDYYEARS WITH ARCH. DEGREE 2.5 1.5 1 8.5 4.5 0.5 2.5 6.5 12.5 12.5 2.5 2 1 1.5 8YEARS OF PROFESSIONAL EXPERIENCE 2 1.5 1 12.5 2 0.5 2.5 5.5 12.5 12.5 2.5 0.5 0.5 1.5 6YEARS OF WITH FIRM 2 1.5 1 2.5 2 0.5 2.5 5.5 2.5 2 2.5 0.5 0.5 1.5 5.5SUPERVISOR SP JP JR - SP JP MR CH - - JR JP JS ZS CHMENTOR SP JP JR - SP JP MR CLARK - - JR JP JS ZS CHNCARB RECORD ESTABLISHED X X X X X X X X X X X X X XIDP COMPLETE/ HRS REMAINING 344 3009 4344 X 996 5600 1558 303 X X 987 5600 5600 3258 X

EXAMS TAKEN/PASSED:Programming Planning & Practice start start start start start start start XSchematic Design May-12 Mar-12 2012 Jan-12 Jan-12 Aug-12 X 4/1/2012 May-12 XBuilding Systems X Jan-12Building Design & Construction Systems X Jan-12 XConstruction Documents & Services X Jan-12 X XStructural Systems end end Jan-12 X XSite Planning & Design Jan-13 Dec-12 X X

CCS XLEED GA Jan-12 Dec-11LEED AP Apr-12 X X X

CLOSE-OUT:Registration fees paid?AIA membership?NCARB Certificate?

\\edrfs\library\02_Operations\01_Human Resources\02_Education\01_Licensing\02_IDP\04_Schedules\2011\PROGRESS REPORT MASTER.xls

Elective Experience Hours: 1,860You can earn elective hours in any experi-ence area, or through certain supplemen-tary experience opportunities for elective hours (see page 19 for a detailed list). Any hours earned in an experience area in ex-cess of the core minimum hours required will count as elective hours.

3,740 CorE MiniMuM Hours

1,860 ToTAl ElECTivE Hours

Core Experience Hours: 3,740Experience earned in iDP 2.0 categories and areas. Core minimum hours are the minimum number of hours you must earn in a given experience category or area. Experience can be earned in any combination of experience setting A, experience setting o, and opportunities that qualify for core hours in Experience setting s (see page 18 for a detailed list).

A. Programming 80B. site and Building Analysis 80C. Project Cost and Feasibility 40

D. Planning and Zoning regulations 60

All interns must earn 5,600 total hours to complete iDP.

All interns will be required to meet the 3,740 core minimum hours in iDP 2.0.

IDP 2.0: 5,600 Hours

1. Pre-DesignAdditional Hours in1. Pre-Design

A. schematic Design 320B. Engineering systems 360C. Construction Cost 120D. Codes and regulations 120E. Design Development 320F. Construction Documents 1,200G. Material selection and specification 160

2. Design Additional Hours in2. Design

A. Bidding and Contract negotiation 120B. Construction Administration 240C. Construction Phase: observation 120

D. General Project Management 240

3. Project Management

Additional Hours in3. Project Management

supplementary Experience for Elective Hours

260 CorE

MiniMuM Hours

5,600 ToTAl Hours

2,600 CorE

MiniMuM Hours

A. Business operations 80B. leadership and service 80

4. Practice Management

Additional Hours in4. Practice Management

160 CorE

MiniMuM Hours

720 CorE

MiniMuM Hours

11/4/11

FOR IMMEDIATE RELEASE

Contact Kristen Preau

504.561.8686 kPreau@studioedr.com

ESKEW+DUMEZ+RIPPLE Announces Newly Licensed Architect

New Orleans, LA June 23, 2008 -- Jennifer Pelc, LEED AP, the Licensing Representative at Eskew+Dumez+Ripple architects, has earned her architectural license to practice from the National Council of Architectural Registration Boards. Pelc has simultaneously pursued and passed the LEED Accreditation process to become a LEED Accredited Professional.

During her time at EDR, Pelc has exemplified a passion for the profession and

has lead a studio-wide initiative for architectural licensing and professional accreditation that lead to her appointment as the company’s first Licensing Representative. In this position, she will serve a two-year tenure managing the studio’s emerging professionals’ pursuit of licensure.

About Eskew+Dumez+Ripple

Eskew+Dumez+Ripple is a design-driven studio based in New Orleans which produces diverse projects in architecture and planning by blending a signature collaborative process with professional talent, creative thinking and emerging technologies. Please visit www.studioedr.com for more information.

About the NCARB The National Council of Architectural Registration Boards is committed to

protecting the health, safety, and welfare of the public through effective regulation and exemplary service. See www.ncarb.org for additional information.

About LEED LEED Professional Accreditation distinguishes building professionals with the

knowledge and skills to successfully steward the LEED certification process. LEED Accredited Professionals (LEED APs) have demonstrated a thorough understanding of green building practices and principles and the LEED Rating System. Go to www.usgbc.org for more information.

#####

• IDP Coordinator Appointed Annually

• New Hire Commitment Letters

• Monthly “Lunch & Learns”

• Quarterly IDP & ARE Progress Reports

• Internal & External Recognition

In May, PSMJ Resources hosted the conference Five Keys toBecoming the Best in the Business in Las Vegas, a two-day

gathering of A/E firm leaders looking to improve businessperformance in their firms. The conference offered workshops andpanel discussions, with panels consisting of CEOs and executivesfrom PSMJ’s Circle of Excellence, a select group of top performingfirms that participate in PSMJ’s A/E Financial Performance Survey.

These firm leaders discussed a range of topics, from recruitingand retaining staff to growing your firm and improving profitability.We’ve compiled a list of tips and lessons from attendees and Circle

In This Issue

Volume 35 � Number 7

July 2008

Our 35th Year!

PSMJ Straight Talk for Design Firm Principals Worldwide

29 Ways to Kick-Start Your FirmLessons learned from PSMJ’s Circle ofExcellence Conference. . . . . . . . . . . . . . .1

Overhead Costs Increase and the NextProfit Squeeze BeginsThe 2008 PSMJ A/E Financial PerformanceSurvey finds profits being squeezed butstrong financial performance for projectactivities. . . . . . . . . . . . . . . . . . . . . . . . . . .1

U.S. Lawmakers Propose RequiringOpen-Book Financial Information Firms contracting with the feds may notonly have to share information withstaff, they may have their info availableon the web. . . . . . . . . . . . . . . . . . . . . . . . .4

If Your Clients Are In the HousingIndustry ...See what actions one firm is taking tostay above water. . . . . . . . . . . . . . . . . . . . 5

Three Keys to Tackling the ProjectSelection GameHow to capitalize on your winningcharacteristics and position your firm asthe best from the short list. . . . . . . . . .6

Negotiate the Fee You’re Entitled tofor Government ContractsGovernment agency negotiators don’talways follow their own rules. It’s up toyou to set them straight. . . . . . . . . . . . .7

Four Attributes of BreakthroughLeadersLearn four common traits found amongvisionary A/E firm leaders. . . . . . . . . . .8

Don’t Oversell Prospective EmployeesNever oversell responsibility — that willonly result in the candidate asking formore money. . . . . . . . . . . . . . . . . . . . . . . .9

Firm Sellers: Recognizing YourIntellectual CapitalWe offer a checklist of elements toinclude as intellectual capital. . . . . . . .10

Professional Services Management Journal

The 2008 PSMJ A/E Financial Performance Survey indicates thatprofits are now being squeezed as overhead costs increased faster

than net revenues. In addition, many firms in the lower quartile (25thpercentile) continue to struggle as economic conditions point to anear-term slowdown.

A good snapshot of how the design industry has performed ispresented in Figure 1 (see page 3). This chart indicates the variation in direct labor, overhead costs, and profit as a function of direct laborhours over the past 12 years. It shows that profits were squeezed inthe mid-1990s, followed by greater prosperity until 2002 when theimpact of a downturn hit the industry. Between 2004 and 2007, firmswere able to raise prices, hold the level of overhead costs steady, andgenerate higher profits.

29 Ways to Kick-Start Your FirmLessons learned from PSMJ’s Circle of Excellence Conference

Overhead Costs Increase and the NextProfit Squeeze Beginsby Dan Daniels, PSMJ Survey Editor

(continued on page 3)

(continued on page 2)

62 New Orleans CityBusiness June 16, 2008

P E O P L E

AROUNDTOWNAdvertisingKeatingMagee hasnamed HollyMcCollumchief operat-ing officerand BetsieGambelsenior vicepresident.

ArchitectureJennifer Pelc, licensing representative atEskew+Dumez+Ripple archi-tects, has received her archi-tectural license to practicefrom the National Council ofArchitectural Registration Boards and haspassed the LEED Accreditation process tobecome a LEED Accredited Professional.

AwardsDelgado Community Collegeawarded Lynn Robertson,Delgado associate professorof television production andservice learning coordinator,the 2008 Seymour WeissEndowed Professorship forExcellence in TeachingAward, the highest honor thecollege bestows upon its faculty.

Norm and Michelle Gobert were recog-nized with the Triumph of Spirit Award bySigns Now, which is given to franchise own-ers who have overcome adversity to becomesuccessful in business.

Dr. Charles V. Sanders,Edgar Hull professor andchairman of the departmentof medicine at the LouisianaState University HealthSciences Center NewOrleans School of Medicine,has been awarded the 2008Southern Society for ClinicalInvestigation Founders’ Medal.

The Gulf States Region of the AmericanInstitute of Architects recognizedEskew+Dumez+Ripple for three of the 13award-winning projects honored at the 2008AIA Honor Awards during the annual AIAConvention in Boston.

Lakeview Regional Medical Center hasreceived the Gold Level 2007 LouisianaHospital Quality Award, presented byLouisiana Health Care Review Inc., theMedicare Quality ImprovementOrganization for Louisiana.

Omni Royal Orleans executive chef AnthonySpizale took home the New Orleans Wine &Food Experience’s “Best of Show” medal forthe Grand Tasting competition.

BankingFirst Bank and Trust has named Sally W.Brink assistant vice president and managerof loan operations.

C I T Y B U S I N E S S

Fidelity Homestead Savings Bank has namedJermaine Ard retail branch manager andRenada Pichon operations branch manager ofthe Algiers branch, 3511 General DeGaulle.

EducationCharles M. Lovell has been named directorof the Newcomb Art Gallery at TulaneUniversity.

EngineeringWaldemar S. Nelson andCompany Inc. has promot-ed Steven M. Ducatel tostaff specialist.

Financial servicesJohn Gin has earned the sta-tus private wealth adviser with the Metairieoffice of AmeripriseFinancial.

The Receivables Exchange,the world’s first online mar-ketplace for real-time tradingof accounts receivable, hasnamed Curt Queyrouzechief operations officer.

GovernmentAttorney Chris J. Roy Sr. has been appoint-ed by order of the Louisiana Supreme Courtto serve as judge pro tempore of the ThirdCircuit Court of Appeal.

Health careWarner Thomas, Ochsner Health Systempresident and chief operating officer, JanetKrane, assistant vice president, Michael“Brad” Hamilton, director of cardiology,and Donna Saxton associate administratorfor performance improvement, achievedboard certification in health care manage-ment as fellows of the American College ofHealthcare Executives, the nation’s lead-ing professional society for health careleaders.

Dr. Charles Cefalu, chief ofgeriatric medicine atLouisiana State UniversityHealth Sciences Center NewOrleans, has been appointedthe American GeriatricsSociety’s representative to theAmerican MedicalAssociation’s House of Delegates.

Ochsner Health System chiefexecutive officer, Dr. PatrickQuinlan and chief operatingofficer, Warner Thomas,have been selected for thefinal ballot as two of the “100Most Powerful People inHealthcare” by ModernHealthcare magazine.

Charles Cefalu

Jennifer Pelc

New Orleans Police Department Commander Bob Young, right, accepts one of eight concealable body armor vestsdonated June 5 by OrthoSynetics of Metairie. Also pictured, from left: NOPD Superintedent Warren Riley andOrthoSynetics CEO Chris Roussos.

P H O T O C O U R T E S Y O R T H O S Y N E T I C S

Body armor donation

Charles V.Sanders

Steven M.Ducatel

Betsie GambelHollyMcCollum

Louise E. Landry has been named a mem-ber of the Jefferson Parish Human ServicesAuthority.

HotelsThe Royal Sonesta NewOrleans has named ColleenPage senior catering and con-ference services manager.

InsurancePan-American Life InsuranceCo. has named ArturoRonderos vice president of International andDomestic Life Insurance Operations.

LawBaker,Donelson,Bearman,Caldwell &Berkowitz hasnamed MarkW. Frilot itsMandevillePro BonoAttorney of the Year and Evan Caffrey itsNew Orleans Pro Bono Attorney of the Year.

Corporate Counsel magazinenamed Jones, Walker,Waechter, Poitevent, Carrèreand Denègre a “Go-To LawFirm of the World’s LeadingCompanies.”

MediaJuan Nogueira has joined theWDSU sales staff as a mediaspecialist.

NonprofitsEdward J. Krause has beenappointed to the Board ofTrustees of United Way forthe Greater New Orleans area.

Curt Queyrouze

PortThe Board of Commissionersof the Port of New Orleanselected James O. Campbellas its chairman.

Public RelationsGenevieve Douglass, clientservice asso-ciate, andPamThompson,vice presi-dent of busi-ness devel-opment, willbe part of theNew Orleansoffice ofPanoramaPublicRelations.

RecreationStone CreekClub andSpa hasnamed LarryC. Conner general manag-er, Marvin Gresse assistantgeneral manager andStephanie Nemecheckmembership and marketingdirector.

RestaurantsChef Brian Landry assisted by ChefHeather Young of Galatoire’s in NewOrleans and Baton Rouge were the win-ning team at the Louisiana Seafood Cook-Off with their sautéed cobia with Louisianacrab butter. Second place was Chef PhilO’Donnell of O’ Donnell’s Restaurant inPonchatoula and third place was ChefBrian Smith assisted by Chef Eric Mark ofRandol’s Restaurant in Lafayette.

LynnRobertson

Louise E.Landry

Mark W. Frilot

James O.Campbell

Jermaine ArdSally W. Brink Renada Pichon

Colleen Page

Evan Caffrey

Juan Nogueira

Edward J.Krause

GenevieveDouglass

Pam Thompson

Larry C.Conner

Marvin Gresse

StephanieNemecheck

62 New Orleans CityBusiness June 16, 2008

P E O P L E

AROUNDTOWNAdvertisingKeatingMagee hasnamed HollyMcCollumchief operat-ing officerand BetsieGambelsenior vicepresident.

ArchitectureJennifer Pelc, licensing representative atEskew+Dumez+Ripple archi-tects, has received her archi-tectural license to practicefrom the National Council ofArchitectural Registration Boards and haspassed the LEED Accreditation process tobecome a LEED Accredited Professional.

AwardsDelgado Community Collegeawarded Lynn Robertson,Delgado associate professorof television production andservice learning coordinator,the 2008 Seymour WeissEndowed Professorship forExcellence in TeachingAward, the highest honor thecollege bestows upon its faculty.

Norm and Michelle Gobert were recog-nized with the Triumph of Spirit Award bySigns Now, which is given to franchise own-ers who have overcome adversity to becomesuccessful in business.

Dr. Charles V. Sanders,Edgar Hull professor andchairman of the departmentof medicine at the LouisianaState University HealthSciences Center NewOrleans School of Medicine,has been awarded the 2008Southern Society for ClinicalInvestigation Founders’ Medal.

The Gulf States Region of the AmericanInstitute of Architects recognizedEskew+Dumez+Ripple for three of the 13award-winning projects honored at the 2008AIA Honor Awards during the annual AIAConvention in Boston.

Lakeview Regional Medical Center hasreceived the Gold Level 2007 LouisianaHospital Quality Award, presented byLouisiana Health Care Review Inc., theMedicare Quality ImprovementOrganization for Louisiana.

Omni Royal Orleans executive chef AnthonySpizale took home the New Orleans Wine &Food Experience’s “Best of Show” medal forthe Grand Tasting competition.

BankingFirst Bank and Trust has named Sally W.Brink assistant vice president and managerof loan operations.

C I T Y B U S I N E S S

Fidelity Homestead Savings Bank has namedJermaine Ard retail branch manager andRenada Pichon operations branch manager ofthe Algiers branch, 3511 General DeGaulle.

EducationCharles M. Lovell has been named directorof the Newcomb Art Gallery at TulaneUniversity.

EngineeringWaldemar S. Nelson andCompany Inc. has promot-ed Steven M. Ducatel tostaff specialist.

Financial servicesJohn Gin has earned the sta-tus private wealth adviser with the Metairieoffice of AmeripriseFinancial.

The Receivables Exchange,the world’s first online mar-ketplace for real-time tradingof accounts receivable, hasnamed Curt Queyrouzechief operations officer.

GovernmentAttorney Chris J. Roy Sr. has been appoint-ed by order of the Louisiana Supreme Courtto serve as judge pro tempore of the ThirdCircuit Court of Appeal.

Health careWarner Thomas, Ochsner Health Systempresident and chief operating officer, JanetKrane, assistant vice president, Michael“Brad” Hamilton, director of cardiology,and Donna Saxton associate administratorfor performance improvement, achievedboard certification in health care manage-ment as fellows of the American College ofHealthcare Executives, the nation’s lead-ing professional society for health careleaders.

Dr. Charles Cefalu, chief ofgeriatric medicine atLouisiana State UniversityHealth Sciences Center NewOrleans, has been appointedthe American GeriatricsSociety’s representative to theAmerican MedicalAssociation’s House of Delegates.

Ochsner Health System chiefexecutive officer, Dr. PatrickQuinlan and chief operatingofficer, Warner Thomas,have been selected for thefinal ballot as two of the “100Most Powerful People inHealthcare” by ModernHealthcare magazine.

Charles Cefalu

Jennifer Pelc

New Orleans Police Department Commander Bob Young, right, accepts one of eight concealable body armor vestsdonated June 5 by OrthoSynetics of Metairie. Also pictured, from left: NOPD Superintedent Warren Riley andOrthoSynetics CEO Chris Roussos.

P H O T O C O U R T E S Y O R T H O S Y N E T I C S

Body armor donation

Charles V.Sanders

Steven M.Ducatel

Betsie GambelHollyMcCollum

Louise E. Landry has been named a mem-ber of the Jefferson Parish Human ServicesAuthority.

HotelsThe Royal Sonesta NewOrleans has named ColleenPage senior catering and con-ference services manager.

InsurancePan-American Life InsuranceCo. has named ArturoRonderos vice president of International andDomestic Life Insurance Operations.

LawBaker,Donelson,Bearman,Caldwell &Berkowitz hasnamed MarkW. Frilot itsMandevillePro BonoAttorney of the Year and Evan Caffrey itsNew Orleans Pro Bono Attorney of the Year.

Corporate Counsel magazinenamed Jones, Walker,Waechter, Poitevent, Carrèreand Denègre a “Go-To LawFirm of the World’s LeadingCompanies.”

MediaJuan Nogueira has joined theWDSU sales staff as a mediaspecialist.

NonprofitsEdward J. Krause has beenappointed to the Board ofTrustees of United Way forthe Greater New Orleans area.

Curt Queyrouze

PortThe Board of Commissionersof the Port of New Orleanselected James O. Campbellas its chairman.

Public RelationsGenevieve Douglass, clientservice asso-ciate, andPamThompson,vice presi-dent of busi-ness devel-opment, willbe part of theNew Orleansoffice ofPanoramaPublicRelations.

RecreationStone CreekClub andSpa hasnamed LarryC. Conner general manag-er, Marvin Gresse assistantgeneral manager andStephanie Nemecheckmembership and marketingdirector.

RestaurantsChef Brian Landry assisted by ChefHeather Young of Galatoire’s in NewOrleans and Baton Rouge were the win-ning team at the Louisiana Seafood Cook-Off with their sautéed cobia with Louisianacrab butter. Second place was Chef PhilO’Donnell of O’ Donnell’s Restaurant inPonchatoula and third place was ChefBrian Smith assisted by Chef Eric Mark ofRandol’s Restaurant in Lafayette.

LynnRobertson

Louise E.Landry

Mark W. Frilot

James O.Campbell

Jermaine ArdSally W. Brink Renada Pichon

Colleen Page

Evan Caffrey

Juan Nogueira

Edward J.Krause

GenevieveDouglass

Pam Thompson

Larry C.Conner

Marvin Gresse

StephanieNemecheck

“The care and feeding of a

design studio is a full-time job.”— R. Allen Eskew

SKYLAB INTRO

SOME NOTES ON THE AGENCY MODEL.

GOOD: DISTRIBUTED RESPONSIBILITY & ACCOUNTABILITY

BAD: DRIFT AWAY FROM VISION AND FOCUS WITHOUT STRONG FOUNDATION.

LATERAL LEADERSHIP IS ABOUT CREATING AN ENVIRONMENT WHERE COLLABORATIONS CAN FLOURISH.

6 MINDSHIFTS

LATERAL LEADERSHIP

COLLABORATION

TRANSPARENT METRICS

DIVERSIFICATION OF SERVICES

CULTURE OF GIVING BACK

OUR FIRM HAS ALTERED OUR OFFICE SPATIALLY WITHIN THE LAST 5 YEARS TO

1.

2.

3.

4.

5.

provide more collaborative space

provide more pin-up space

provide maker space

all of the above

none of the above

COMPARED TO 5 YEARS AGO, MY PRACTICE IS COLLABORATING WITH OTHER ARCHITECTS

1.

2.

3.

4.

5.

significantly more often

slightly more often

approximately the same

less often

significantly less often

1.

2.

3.

4.

already offering these services

considering strongly

hadn’t considered

opposed to the idea

MY FIRM HAS CONSIDERED COLLABORATING ON PROJECTS OUTSIDE THE BOUNDS OF THE AEC INDUSTRY

WHY DOES IT MATTER?

WHY DOES IT MATTER?

teaming complexity

increased competition

1+1=3

PROJECT TEAM STRUCTURE - TRADITIONAL

CORE TEAMArchitect

CONSULTANT TEAM

Consultant 1 Consultant 2 Consultant 3 Consultant 4

Consultant 5 Consultant 6 Consultant 7 Consultant 8

CLIENT

PROJECT TEAM STRUCTURE - THESE DAYS

CLIENT

CONSULTANT TEAM

Consultant 1 Consultant 2 Consultant 3 Consultant 4

Consultant 5 Consultant 6 Consultant 7 Consultant 8

CORE TEAM

Contractor Architect

Project Management

Donor

Project Manager

User

Operations

PROJECT TEAM STRUCTURE - THESE DAYS

CLIENT

CONSULTANT TEAM

Consultant 1 Consultant 2 Consultant 3 Consultant 4

Consultant 5 Consultant 6 Consultant 7 Consultant 8

Project Management

Donor

Project Manager

Financial Institution User

Operations

CORE TEAM

Contractor Architect

****

CREATIVE COLLABORATIVE | ALL VOICES CONTRIBUTEEskew+Dumez+Ripple

****

TULANE UNIVERSITY - RICHARDSON MEMORIAL HALLKieran Timberlake with Eskew+Dumez+Ripple

CREATIVE COLLABORATIVE | ALL VOICES CONTRIBUTESkylab Architecture

****

MORE VOICES.

1. DO YOU SEE PROBLEMS YOU THINK YOU COULD HELP SOLVE EVERYWHERE YOU LOOK?

OTHER PEOPLE DO TOO. YOU GUYS SHOULD TALK.

2. YOUR SKILLS AREN’T ENOUGH ANYMORE.

PROLIFERATION OF DIGITAL TECHNOLOGY IS ALTERING THE WAY HUMANS PERCEIVE AND USE SPACE (FOR BETTER OR FOR WORSE).

TO DO YOUR JOB, YOU NEED TO COLLABORATE WITH PEOPLE WHO UNDERSTAND THIS.

****

THE FUTURE IS JAZZ.

6 MINDSHIFTS

LATERAL LEADERSHIP

COLLABORATION

BREAK

TRANSPARENT METRICS

DIVERSIFICATION OF SERVICES

CULTURE OF GIVING BACK

6 MINDSHIFTS

LATERAL LEADERSHIP

COLLABORATION

TRANSPARENT METRICS

DIVERSIFICATION OF SERVICES

CULTURE OF GIVING BACK

1.

2.

3.

4.

in-house CFO trained in accounting

in-house principal trained outside of accounting

internal team of book keepers and principal

outside consultant resource

MY FIRM’S FINANCES/ACCOUNTING IS HANDLED BY AN

1.

2.

3.

4.

annually

quarterly

monthly

weekly

FINANCES ARE REPORTED / BENCHMARKED

1.

2.

3.

is a valuable resource / mentor

involved behind the scenes and surfaces monthly

is not present and advised periodically

OUR FINANCIAL ADVISOR

1.

2.

3.

4.

To plot our path forward

See where we have been

Both for a path forward and to see where we have been

We just worry about cash in the bank and filing taxes

OUR FINANCIAL INFORMATION IS USED

“A LACK OF TRANSPARENCY RESULTS IN DISTRUST AND A DEEP SENSE OF INSECURITY”

DALAI LAMA

SOLVING PROBLEMS, NOT ASSIGNING BLAME

INFORMATION WE SHARE / HOW WE SHARE IT

PROJECT PERFORMANCE BY PRINCIPAL

ZONEProject Profitability

9.1

Eskew+Dumez+Ripple, APCProject Profitability MatrixActive Projects a/o 31 March 2008Projects

byDirector

Net Architectural Fee

Fee Spent @ Expected OH

Expected OH Contribution

Current OH Contribution

(Under) Over Expected

Contribution

ActualPerformance

Level

1.0 $ 156,855 $ 153,487 2.08 1.49 (0.59) 11.1 85,055$ 131,323$ 1.30 0.84 (0.46) 11.2 47,500$ 11,130$ 3.00 2.56 (0.44) 41.3 20,000$ 8,797$ 3.00 1.26 (1.74) 11.4 4,300$ 2,237$ 3.00 3.48 0.48 6

2.0 $ 3,361,410 $ 984,224 3.23 3.07 (0.17) 62.1 1,571,142$ 889,469$ 3.50 4.93 1.43 62.2 73,000$ 64,257$ 3.00 3.29 0.29 62.3 1,581,888$ 30,228$ 3.00 1.21 (1.79) 12.4 135,380$ 270$ 3.00 3.00 0.00 5

3.0 $ 265,170 $ 225,833 2.54 2.18 (0.36) 23.1 180,820$ 154,616$ 2.50 2.11 (0.39) 23.2 10,000$ 24,560$ 1.30 0.53 (0.77) 13.3 28,000$ 9,362$ 2.50 2.26 (0.24) 33.4 16,350$ 20,398$ 3.00 2.40 (0.60) 33.5 10,000$ 6,591$ 3.00 3.36 0.36 63.6 20,000$ 10,306$ 3.00 2.72 (0.28) 4

4.0 $ 3,164,256 $ 706,722 3.00 3.29 0.29 64.1 8,075$ 7,250$ 3.50 3.77 0.27 64.2 1,138,850$ 672,972$ 3.00 3.96 0.96 64.3 424,000$ 14,647$ 3.00 3.45 0.45 64.4 7,000$ 5,602$ 3.00 3.65 0.65 64.5 389,515$ 4,306$ 3.00 2.70 (0.30) 44.6 1,196,816$ 1,945$ 3.00 2.79 (0.21) 5

5.0 $ 2,604,072 $ 1,241,785 2.91 3.69 0.78 65.1 267,505$ 253,412$ 2.25 1.29 (0.96) 15.2 21,718$ 89,255$ 2.25 0.71 (1.54) 15.3 1,582,827$ 374,412$ 3.00 4.41 1.41 65.4 114,890$ 94,814$ 3.00 3.64 0.64 65.5 302,547$ 222,031$ 3.00 3.46 0.46 65.6 110,408$ 115,854$ 3.00 2.47 (0.53) 45.7 40,040$ 36,202$ 3.00 1.26 (1.74) 15.8 15,015$ 19,196$ 3.00 3.19 0.19 65.9 34,122$ 27,787$ 3.00 3.62 0.62 6

5.10 115,000$ 8,822$ 2.75 2.69 (0.06) 4

6.0 $ 1,722,630 $ 791,672 3.00 4.11 1.11 66.1 39,590$ 53,874$ 3.00 1.87 (1.13) 26.2 264,542$ 82,736$ 3.00 7.00 4.00 66.3 107,625$ 67,346$ 3.00 2.21 (0.79) 36.4 1,310,873$ 587,716$ 3.00 3.75 0.75 6

$ 11,274,393 $ 4,103,723 3.02 3.39 0.37 6

Multiplier 2.24 YTD OH Multiplier 2.24Multiplier 2.79

(Total is Weighted by Fee)

H:\jNavard\Finance\PSMJ\Profit Matrix 0308 4/24/2008 1:44 PM

AGGREGATE PROJECT PERFORMANCE – ACTIVE PROJECTS

L:\01_Project Related\04_Project Administrative\04_Project Management Tools\Active Fee Spreadsheets\Oct 2015\Oct 2015 11/18/2015 11:53 AM

#1 Heavy Loss =< 1.75#2 Significant Loss = 1.76 to 2.20

#3 BE = 2.21 to 2.40#4 Light Profit = 2.41 to 2.75

#5 Moderate Profit = 2.76 to 3.00#6 Target Profit = 3.01 up

#1 Heavy Loss0%

#2 Significant Loss5%

#3 Breakeven4%

#4 Light Profit11%

#5 Moderate Profit14%

#6 Target Profit66%

Net Architectural Fee by Performance LevelFirmwide Performance =

Active Projects a/o October 20153.12

Desired Performance = 2.95

STAFF UTILIZATION

H:\jNavard\Payroll\2016 Sal Recap 4/29/2016 11:15 AM

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Amanda Andy Anthony Aseem Christian Daniel Emily Guan Haley A Haley R Hussein Ian Jack Jack Jacob Jason Jeannine Jill Josh Kelly Mark MaryGrace

Michael Noah Rick Robert Shawn Tom Travis Vanessa Wendy

Staff Utilization YTD 31 March 2016

YTD Utilization 31 March 2016 Budget Utilization Overtime

MONTHLY PROJECTED NET ARCHITECTURAL FEE

H:\jNavard\Finance\2016 Forecast TCC Needed includes Future Estimated. Assumes 8% fee, 35% Consultants, 70% Design and 15% Profit 4/26/2016 5:59 PM

0

100,000

200,000

300,000

400,000

500,000

600,000

Monthly Projected Net Architectural FeeGap Future Estimated Projected Projects Captured Projects Net Arch Fee for 15% Profit

58,9

56,7

86

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

76,8

66,8

74

3,50

2,66

3

0 0 0 4,63

0,49

0

15,4

29,0

53

21,4

09,5

07

23,3

17,2

17

26,3

75,6

20

77,1

97,9

04

TCC Needed includes Future Estimated. Assumes 8% fee, 35% Consultants, 70% Design and 15% Profit

0

100,000

200,000

300,000

400,000

500,000

600,000

Monthly Projected Net Architectural FeeGap Future Estimated Projected Projects Captured Projects Net Arch Fee for 15% Profit

2,02

0,99

6

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

TCC

Nee

ded

23,0

45,7

99

13,1

86,8

47

32,6

21,7

18

0 4,58

3,15

4

0 9,11

1,25

3

928,

668

0 10,6

70,0

70

16,4

29,1

16

USE OF NET ARCHITECTURAL FEES

Direct Labor, 37%

OH Labor & Benefits, 22%

Marketing Labor & Exp, 11%

Operating Expenses, 7%

Fixed Expenses, 8%

Operating Profit(Loss), 15%

0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0.9

1

EDR Use of Net Architectural Fees

Only time charged to projects = Annual Salary / 2080 x hours worked

OH Staff (BD/Admin), EE Benefits (insurance, tax, vacation, holidy, sick etc), Prof development (LNL)

MKtg Labor, Travel, Proposals, PR, Contributions

Labor &

Benefits =

approx67% of

our costs

Office, Communications, Technology

Rent, depreciation (FF&E, renovation, computers), insurance

Year end bonuses, 401k, strategic initiatives

HOW SALARIES ARE DETERMINED

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

dasfad

MET R ICS

HOW SALARIES ARE DETERMIN ED

SALARY

INDUSTRY AVERAGES &

COL ADJ

CONTRIBUTION

INDIVIDUAL PERFORMANCE

RELATIVE POSITIONING

CONTRIBUTION – WHAT YOU DO

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

dasfad

MET R ICS

CON TRIBUT ION – WHAT YOU DO

What responsibilities are you carrying• Project (Production/Design/Performance)• Firm (Nurture the Firm)• Business Development (Get Work)• Community/Civic/Cultural Engagement

How are you contributing• Production• Design• Project Coordination• Management• Client Interaction

Do you have any special skill set you bring to the team/firm

• Technology• Design• Building Performance• Many other areas

INDIVIDUAL PERFORMANCE – HOW YOU DO IT

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

dasfad

MET R ICS

IN D IV IDUAL PERFORMAN CE – HOW YOU DO I T

Quality of Your WorkIs you work thoughtful, innovative, creative and

considered

Strategic ThinkingAre you thinking beyond the task at hand

Efficiency & EffectivenessMeeting deadlines, timely production,

participating as a team member

RELATIVE POSITION WITHIN THE FIRM

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

dasfad

R ELAT IVE POSIT ION WIT HIN T HE F IR M

**

•PROJECT FEES–Considering your ability to contribute on a project, what salary does your work support

STAFF

–Create a top to bottom list by salary to see where each staff member is in relation to their peers

–Considering firm contribution and individual performance, where should a staff member be relative to their peers

KEY INFORMATION FOR GOOD DECISIONS - PROFITABILITY

34% 35% 35% 37% 36% 34%

20%21%

25% 22%28%

23%

10%9%

10% 11%

12%

13%5%

6%

6% 7%

9%

6%8%8%

9% 8%

8%

9%

24% 21%14% 15%

6%14%

‐5%

15%

35%

55%

75%

95%

115%

2011 2012 2013 2014 2015 2016

% o

f Net

Arc

hite

ctur

al F

ee

Period

Net Architectural Fee - % Used by Expense Category + Profit

OperatingProfit(Loss)

Fixed Expenses

OperatingExpenses

Marketing Labor& Exp

OH Labor &Benefits

Direct Labor

YEAR-END WATERFALL

2015 Eskew+Dumez+Ripple Year End Dashboard as of October Financial Statements

CY xx%PY xx%

Net Change

RE vs Cash Balances as of September

Disbursements

Preliminary

DistributionsResources Reserve Activity 2015 Reserve YE Actions

3.0Operating Profit

(including Other/Interest

Income & Expense)$xxxK

4.2 2015 Addsb. Future LHI $xxk

4.3 Balance a. 2010 LHI $xxxk

b. Future LHI $xxxkc. Monograph $xxxk

d. Geog Exp $xxk e. Strat Hires $xxk

f. Unident $xxkg. 1st Qtr 2015 $xxxk

12.0Tax Distribution (40%

of net income)TBD

6.0401k Contribution - 7% of

Operating Profit $xxk minimum(46 eligible) $xxk -xx%

6.0Universal Staff Bonus (xxx week;

pro-rata for ee<1yr of service) $xxk - xx%

8.0Staff Spot Bonuses (xx staff)

$xxK ($xxk PY) - xx%

9.0 Associates Bonus Pool

Split determined by Principals$xxk x:x:x ratio ($xk calc)

12.0Principal Performance

Bonus of undistributed Operating Profit

Split determined by Performance$xxxk x:x:x ratio ($xxxk calc)

$<xxx>k $xxk $xxxK$xxxxK

1.01.0Gross Revenue

$xxx8M

2.0Net Architectural Fees

$xxM

11.0SH ROI Distribution undistributed Operating Profit based on shares

owned $xxxk

4.0 Begin a. 2010 LHI $xxxk

b. Future LHI $xxx5kc. Monograph $xxxk

d. Geog Exp $xxk e. Strat Hires $xxxk

f. Unident $xxxk g. 1st Qtr 2015 $xxxk

4.1 2015 Useda. 2010 LHI <$xk>

b. Future LHI (CoLab) <$xk>

c.Strat Hires <$xk>d. Unident Bal <$xk>

$xxxk

13.013.1

Cash $xxxkOperating $xxxkReserves $xxxk

13.2A/R & WIP A/P $xxk

A/R $xxMWIP $xxk

Payables <$xxM>

13.3Other Assets/Liab $xxxk

LHI/Equip $xkS/H Notes $xxk

Other Net <$xxk>

13.4Retained Earnings

$xxxM

10.0 Sr Associates Bonus Pool

Split determined by Principals$xxk x:x:x ratio ($xxk calc)

H:\jNavard\Finance\2015 YE Analysis Blank 12/8/2015 3:04 PM

1.

2.

3.

4.

in-house director of sustainability

in-house director of research

other sustainability experts

relies on staff with an interest in sustainability to lead

MY FIRM EMPLOYS AN

1.

2.

3.

through commissioning report completion

6 months – 1 year

1 year – 2 years

MY FIRM MEASURES ENERGY PERFORMANCE

2+ years

plan to continue annually

4.

5.

WITH WHOM DOES YOUR FIRM SHARE DATA PERFORMANCE?

1.

2.

3.

selective data, reported internally

selective data, reported externally

full data, internally

full data, externally

publish widely

4.

5.

****

ESTUARINE HABITATS & COASTAL FISHERIES RESEARCH CENTERLafayette, Louisiana - 1998

EUI 185 | 50% Below BenchmarkExceeds AIA 2030 Commitment

BEAUTY = PERFORMANCE

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

dasfad

DUR IN G DESIGN – TOOLS AND INFR ASTRUCTUR E

THE R IGHT TEAM [STRUCTURE]

How do we use metrics to cultivate a culture of performance and accountability?

How do we use metrics to engage and enlighten our clients?

How do we use metrics to cultivate a culture of performance and accountability?

BEFORE DESIGN > DURING DESIGN > AFTER DESIGN

How do we use metrics to engage and enlighten our clients?

BEFORE DESIGN > DURING DESIGN > AFTER DESIGN

0 kBtu/sf-yr

% o

f Sam

ple

10075%

75th%30th%

Q1 Q2 Q3 Q4

61

98 kBtu/sf-yr

Avg 2014-1554 kBtu/sf-yr

EDR example

35 kBtu/sf-yr

Goal

BEFORE DESIGN (EUI – KBTU/SF-YR)ENERGY BENCHMARKING (1,500 OFFICES IN CLIMATE 2A)

GOALS

64%

+5% @ $600,000

$180,000

Energy Savings

Energy Cost Savings

(yearly)

Productivity Gains

(yearly)

200

BEFORE DESIGN - HEALTH IMPACTS AND PRODUCTIVITY

586 ug/m

945 ppm 945 ppm

550 ppm

CO2

VOC<50 ug/m <50 ug/m

aver

age

sco

res

VO

C c

on

ten

tC

O2

con

ten

t

double blind study

conventional

conventional baseline

+61%6

+101%

green green+

3 3

3 586 ug/m

945 ppm 945 ppm

550 ppm

CO2

VOC<50 ug/m <50 ug/m

aver

age

sco

res

VO

C c

on

ten

tC

O2

con

ten

t

double blind study

conventional

conventional baseline

+61%6

+101%

green green+

3 3

3

BEFORE DESIGN - NEW IAQ METRICS

0 50 100 150 200

VOC content (ppb)

CO2 content (ppm)

LEED

250 300 350

7150

0 100 200 300 400 500 600 700 800 900 1000

poor

poor

green/+

green+

BEFORE DESIGN > DURING DESIGN > AFTER DESIGN

DURING DESIGN – TOOLS AND INFRASTRUCTUREGOAL SETTING TOOLS

SCHEMATIC DESIGN INSTANCEIteration Name Iteration Description

ENERGY BENCHMARKS

CBECs Peer Group Energy Usage (kBtu/sf-yr)

AIA 2030 Nat Avg (kBtu/sf­yr)

EnergyStar TF (kBtu/sf­yr) CBECs Benchmark (kBtu/sf­yr)

Code Baseline - Simulated (kBtu/sf­yr)

GOALS ­ ENERGYSD AIA 2030 EUI (kBtu/sf-yr) PROGRESS

SD AIA % Savings PROGRESS SD % Savings Over Code PROGRESS

target target

GOALS ­ DAYLIGHTINGSD Daylighting PROGRESS (% above 300 lux)

SD Adv Daylighting PROGRESS

SD%Area Within 30' PROGRESS

SD Lighting Power Density PROGRESS (W/sf)

target target

Daylight Harvesting Used in Project? Yes

GOALS ­ WATER MANAGEMENTSD Water Use Reduction (%) PROGRESS

SD Stormwater Management PROGRESS (%)

SD Potable Water Use PROGRESS (%)

target target

76 108 113 120

4532

4170

6335

8075

7375

90100

.4.4

4550

2025

5050

Page 1 of 1PP_Form_Template_V1 - PPF-13050_Tulane Richardson Memorial Hall

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SCHEMATIC DESIGN INSTANCEIteration Name Iteration Description

ENERGY BENCHMARKS

CBECs Peer Group Energy Usage (kBtu/sf-yr)

AIA 2030 Nat Avg (kBtu/sf­yr)

EnergyStar TF (kBtu/sf­yr) CBECs Benchmark (kBtu/sf­yr)

Code Baseline - Simulated (kBtu/sf­yr)

GOALS ­ ENERGYSD AIA 2030 EUI (kBtu/sf-yr) PROGRESS

SD AIA % Savings PROGRESS SD % Savings Over Code PROGRESS

target target

GOALS ­ DAYLIGHTINGSD Daylighting PROGRESS (% above 300 lux)

SD Adv Daylighting PROGRESS

SD%Area Within 30' PROGRESS

SD Lighting Power Density PROGRESS (W/sf)

target target

Daylight Harvesting Used in Project? Yes

GOALS ­ WATER MANAGEMENTSD Water Use Reduction (%) PROGRESS

SD Stormwater Management PROGRESS (%)

SD Potable Water Use PROGRESS (%)

target target

76 108 113 120

4532

4170

6335

8075

7375

90100

.4.4

4550

2025

5050

Page 1 of 1PP_Form_Template_V1 - PPF-13050_Tulane Richardson Memorial Hall

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DURING DESIGN – TOOLS AND INFRASTRUCTUREPLANNING TOOLS

ESKEW+DUMEZ+RIPPLE ARchItEctURE. IntERIoR EnvIRonMEntS. URbAn StRAtEgIESbRUcE MUSEUM | SchEMAtIc DESIgn PERFoRMAncE SUMMARY | 02.02.2016

SCHEMATIC dESIgn goAlS And ASpIrATIonS

bUILDIng concEPt / PARtI SKEtch DESIgn goALS PERFoRMAncE goALS

DESIgn RESPonSE AnALYSIS PLAn

PRojEct DEtAILS (PRogRAM, ScoPE, SIZE, Etc.) EnERgY

• create a cohesive, high quality visitor experience in galleries and public spaces.

• Expand the bruce Museum’s capacity for exhibition production and storage.

• create sustainable home for the Museum’s future.

• All stormwater to be retained on site by greenwich building code.

• Materials and forms should reflect local geography.

• optimize new mechanical system to balance the temperature control and humidity requirements of the existing spaces and the new.

• Exchange current incandescent gallery lighting for LED luminaires.

• Research content and health effects of facade material and primary interior finishes.

• Swales, detention areas, and pervious paving combine to hold all stormwater on site.

• Facade studies testing material choices, daylighting at appropriate spaces, and resulting energy loads.

• LPD goals and calculations

• Full DD Energy Model

• Products choices narrowed to acceptable materials by content.

• the new design includes a continuous public space and gallery sequence through the addition and existing structure.

• new addition will connect to existing structure at key points necessitating mechanical improvements to balance varied insulation and humidity control.

• Exterior stone or pre-cast concrete facade.

bEnchMARK goAL cURREnt PRogRESS

cURREnt PRogRESSDAYLIghtIng goAL

.55 W/SFExcEPt

gALLERIES

.83 W/SF

2995 81• Square Footage: 30,000 Existing + 45,000 new

• Program: Public lobby, gift shop, cafe, lecture hall, art and science galleries. Meeting room, exhibition storage and production spaces, woodshop, and office renovations. Renovation of the education wing.

• Scope: Partial renovation of the existing gallery level and basement; addition of a new three story structure including public spaces and expanded back of house.

• Site Description: the building sits at the crest of a hill. Much of the unbuilt site is exposed stone outcroppings with remainder being lightly forested hillside at an average of 20% slope.

nEW ADDItIonExIStIng MUSEUM

DURING DESIGN – TOOLS AND INFRASTRUCTURETHROUGHOUT DESIGN PROCESS

DURING DESIGN – TOOLS AND INFRASTRUCTURETHROUGHOUT DESIGN PROCESS

9.1%791

8645

Project #: Input Cell G4Date: WWR < 40%? Pass

Person: S Glass sf > E&W? Fail

DirectionWindow Area

(sf) Curtain Panel Area (sf)Total Glazing Area

(sf)Total Wall Area

(sf)Window to Wall

Area Ratio (WWR)

N 0 80 80 1797 4%

NE 0 0 0 0 0%

E 0 494 494 2443 20%

SE 0 0 0 0 0%

S 0 106 106 2284 5%

SW 0 0 0 0 0%

W 0 111 111 2121 5%

NW 0 0 0 0 0%

ASHRAE 90.1 2010 Compliance Tests

Glazing Area + WWR Report

Window Area to Floor Area Ratio:

Total Window to Wall Area Ratio:

Total Glass Area (sf):

Total Wall Area (sf):

USER INPUT: Total Floor Area (sf)

0%

5%

10%

15%

20%

25%

0

100

200

300

400

500

600

N NE E SE S SW W NW

WWR

Glazin

g Area

 (SF)

Glazing Area vs. Window to Wall Ratio

Total Glazing Area (sf) Window to Wall Area Ratio (WWR)

0

1000N

NE

E

SE

S

SW

W

NW

Glazing Direction (sf)

N10%NE

0%

E63%

SE0%

S13%

SW0%

W14%

NW0%

% of Total Glazing

Eskew+Dumez+Ripple Architecture.Interior Environments.Urban Strategies

DURING DESIGN – TOOLS AND INFRASTRUCTURETHE RIGHT TEAM [STRUCTURE]

MEASURING PROGRESSAIA 2030 COMMITTMENT TRACKING

Drive design o Served as Principal in Charge for 5 projects in 2015, exceeding overhead multiplier

targets on all:

Project # Name Target Achieved 13050 Tulane Richardson Memorial Hall 3.00 3.1014043 Children’s Hospital Stormwater 2.75 2.9014048 Carver High School LEED certification 3.00 3.1814054 Autodesk daylighting software validation 3.00 4.1115077 MCCNO New Neighborhood Infrastructure 3.00 21.49

o Supported Principal in Charge Kurt Hagstette in de-bugging mechanical systems and drainage at Louisiana SPCA (opened in August 2015).

o Contributed technically to projects in my role as Director of Sustainability and Building Performance, working together with Sustainability Enabler Jake Dunn and the Sustainability Champions within each team. Significant focused effort on the Crawfish Aquatics Redesign (cutting first cost while improving performance), the Bruce Museum, Palace Café, Fogo de Chao, General Informatics. Performance of the firm’s overall portfolio of projects in design in 2015 showed consistent improvement in both new-construction Energy Use Intensity and renovation project Lighting Power Density savings, compared to the aggregate of all firms reporting to the AIA 2030 Commitment:

Whole-portfolio energy savings (new construction) Whole-portfolio lighting savings (renovation)

0%

10%

20%

30%

40%

2013 2014 2015

EDR

All firms

0%

10%

20%

30%

40%

50%

2013 2014 2015

EDR

All firms

BEFORE DESIGN > DURING DESIGN > AFTER DESIGN

Most architects date buildings, we marry them.

AFTER DESIGN - MEASURING OCCUPANT SATISFACTION**

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

dasfad

AFT ER DESIGN

MEASURIN G OCCUPAN T SAT ISFAC T ION

AFTER DESIGN - BEYOND THE HANDOFFCONTROLS MANUALS

HVAC CONTROL SPECIFICATIONSBY:

ESKEW+DUMEZ+RIPPLE Mazzetti

PREPARED FOR:Tara HernandezScott AigesDon Marshall

22 APRIL 2015

Jazz and Heritage

AFTER DESIGN - TRACKING INFASTRUCTURE**

http://www.rtkl.com/publications/sustainability-report-2014/

online forms > project sheets > formal database

Annual Sustainability Report

****

6 MINDSHIFTS

LATERAL LEADERSHIP

COLLABORATION

TRANSPARENT METRICS

DIVERSIFICATION OF SERVICES

CULTURE OF GIVING BACK

1.

2.

3.

prefab

design / build

public-private partnerships

MY FIRM IS NOW INVOLVED IN

MY FIRM HAS ADDED THE FOLLOWING SERVICES INTERNALLY WITHIN THE LAST 3 YEARS - PART 1

1.

2.

3.

planning/programming

pre-design services

urban design / landscape

interior design

environmental graphics / wayfinding

4.

5.

MY FIRM HAS ADDED THE FOLLOWING SERVICES INTERNALLY WITHIN THE LAST 3 YEARS - PART 2

1.

2.

3.

branding

research

mep engineering

sound design / lighting design

product design / other

4.

5.

DIVERSIFYING YOUR PRACTICE INTO ADJACENT MEDIA IS A REVOLUTIONARY AND COMPLETELY NEW CONCEPT, UNPRECEDENTED IN THE HISTORY OF ARCHITECTURE.

****

OK, SO IT ISN’T NEW. BUT IT’S PROBABLY NOT FOR EVERYONE.

THE GOOD:DIVERSIFIED REVENUE STREAMS (SOME AT HIGHER MARGINS THAN ARCH)

THE GOOD:DIVERSITY OF CREATIVE CADENCES.

THE (ACTUAL) GOOD:VISION TRANSCENDS MEDIUM. GENUINE COLLABORATIVE ENGAGEMENT.

THE BAD:YOU MIGHT SCREW THIS UP.

THE BAD:LIABILITIES YOU’VE NEVER EVEN HEARD OF BEFORE.

THE BAD:EXPONENTIALLY MORE COMPLICATED RESOURCING AND STAFFING ISSUES.

THE UGLY:DILUTION OF SKILL BASE, MESSAGE, MARKET POSITIONING.

SO WHAT DOES IT LOOK LIKE?

**** MODULAR

**** CONSTRUCTION

**** BRANDED

SPACE & INTERIORS

**** RETAIL

**** DIGITAL

NATIVES

**** EXHIBITION

DESIGN

**** SOMETHING FOR THE SKEPTICS TO

KEEP IN MIND: OTHER CREATIVE INDUSTRIES ARE DIVERSIFYING TOO.

NOT MENTIONED, BUT SO HOT RIGHT NOW:

PRODUCTFURNITUREGRAPHIC / EGD

DIVERSIFIED PRACTICE: IT MIGHT NOT BE YOUR BAG.

IT CAN BE A BOONE FROM THE PERSPECTIVE OF FINANCIALS, STAFFING, CREATIVE. BUT IT CAN ALSO KILL ALL OF THOSE. SO BE CAREFUL.

IT’S ONE WAY (NOT THE ONLY WAY) TO DELIVER MORE HOLISTIC DESIGN SOLUTIONS TO CLIENTS, AND MORE CONSIDERED EXPERIENCES TO USERS, IN THESE FRAGMENTED AND DISJOINTED TIMES.

6 MINDSHIFTS

LATERAL LEADERSHIP

COLLABORATION

TRANSPARENT METRICS

DIVERSIFICATION OF SERVICES

CULTURE OF GIVING BACK

1.

2.

3.

4.

has increased over last 3 years

has decreased over the last 3 years

is determined based upon profit

is not in a place financially to donate right now

MY FIRM’S DONATIONS TO PRO BONO INITIATIVES (IN DOLLARS AND RESOURCES)

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

Mass Customization - Maison “Domino” OptionMass Customization - Maison “Domino” Option

****

• 9TH WARD FIELD OF DREAMS• New Orleans, Louisiana

****

PROSCECT. 1 WELCOME CENTERNew Orleans, Louisiana

****

PROSCECT. 1 WELCOME CENTERNew Orleans, Louisiana

****

MLK DAY OF SERVICEESKEW+DUMEZ+RIPPLE

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

YOUTH REBUILDING NEW ORLEANS

LIVE OAK WILDERNESS CAMP

R EFR ESH COALIT ION

THE AR T S SCHOOL COUNCIL OF NEW ORLEANS

Plinth Plinth + Roof + MassPlinth + Roof

Building Signage Reconfiguration Rendering (Kiosk in use)Multi-Directional Blade Signage

Option 1: Single Family, First Floor PlanLEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

YOUTH REBUILDING NEW ORLEANS

LIVE OAK WILDERNESS CAMP

R EFR ESH COALIT ION

THE AR T S SCHOOL COUNCIL OF NEW ORLEANS

Plinth Plinth + Roof + MassPlinth + Roof

Building Signage Reconfiguration Rendering (Kiosk in use)Multi-Directional Blade Signage

Option 1: Single Family, First Floor PlanLEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

YOUTH REBUILDING NEW ORLEANS

LIVE OAK WILDERNESS CAMP

R EFR ESH COALIT ION

THE AR T S SCHOOL COUNCIL OF NEW ORLEANS

Plinth Plinth + Roof + MassPlinth + Roof

Building Signage Reconfiguration Rendering (Kiosk in use)Multi-Directional Blade Signage

Option 1: Single Family, First Floor PlanLEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

YOUTH REBUILDING NEW ORLEANS

LIVE OAK WILDERNESS CAMP

R EFR ESH COALIT ION

THE AR T S SCHOOL COUNCIL OF NEW ORLEANS

Plinth Plinth + Roof + MassPlinth + Roof

Building Signage Reconfiguration Rendering (Kiosk in use)Multi-Directional Blade Signage

Option 1: Single Family, First Floor Plan

THE ARTS SCHOOL COUNCIL OF NEW ORLEANS

LIVE OAK WILDERNESS CAMP

REFRESH COALITION

YOUTH REBUILDING NEW ORLEANS

LEVERAGING SUCCESSFUL BUSINESS STRATEGIES | 2016 AIA Convention Presentation

ALPHABETICAL ORDER BY LAST NAME

PROFESSIONAL + CIVIC LEADERSHIP | IT’S NOT JUST THE PRINCIPALS

PROFESSIONAL + CIVIC LEADERSHIP | IT’S NOT JUST THE PRINCIPALS

Steve Dumez, FAIA

AIA Louisiana, Past President

AIA New Orleans, Past President

GSA Design Excellence Peer Professional

Louisiana Architecture Foundation

Preservation Resource Center, New Orleans

Contemporary Arts Center, New Orleans

La. Governor’s Katrina Memorial Task Force

New Orleans Regional Leadership Institute

DoCoMoMo Louisiana, Founding Board Member

Public Architecture Pro Bono Leadership Group

Mark Ripple, FAIA, LEED AP

American Society for Healthcare Engineering

LSU School of Architecture Advisory Board

New Orleans Rotary Club

Lighthouse for the Blind of Louisiana

New Orleans Regional Leadership Institute

Christo Obra Mission, Co-Director

Lakeview Civic Improvement Association

R. Allen Eskew, FAIA

AIA Gulf States College of Fellows Director

Urban Land Institute

Tulane School of Architecture Advisory Board

City Year New Orleans

Katrina “Bring New Orleans Back” Commission

Council for a Better Louisiana

Contemporary Arts Center, New Orleans

Unity for the Homeless of Greater New Orleans

Louisiana State University Flagship Advisory Board

The Idea Village, New Orleans, Advisory Board

PROFESSIONAL + CIVIC LEADERSHIP | IT’S NOT JUST THE PRINCIPALS

Bryan C. Lee, Jr.

National Organization of Minority Architects,

- National Exhibit Coordinator

- LA Chapter, President Elect

- LA Chapter, 2015 Conference Co-Chair

José Alvarez, AIA, LEED AP

National Organization of Minority Architects

- LA Chapter, Founding Member & President

- Program Advisor Project Pipeline Committee

Sabeen Fatima Hasan

National Organization of Minority Architects

- LA Chapter, Founding Member & Treasurer

- Project Pipeline Program Coordinator

- LA Chapter, 2015 Conference Co-Chair

Jacob Dunn, LEED AP BD+C

National Organization of Minority Architects

- LA Chapter, Director of Communications

Vanessa Smith-Torres, Associate AIA

National Organization of Minority Architects

- LA Chapter, Director of Communications

PROFESSIONAL + CIVIC LEADERSHIP | IT’S NOT JUST THE PRINCIPALS

Cynthia Dubberley, AIA, LEED AP BD+C

Women in Architecture Committee

of AIA New Orleans Chapter,

Co-Founder & Grassroots Committee Member

Cydney Jaggers

Women in Architecture Committee

of AIA New Orleans Chapter,

Founding Member & Treasurer

Sabeen Fatima Hasan

Women in Architecture Committee of

AIA New Orleans Chapter, Founding Member

& Co-Chair Design Forward Conference

PROFESSIONAL + CIVIC LEADERSHIP | IT’S NOT JUST THE PRINCIPALS

Kimberly Tseng, RA, LEED AP BD+C

US Green Building Council,

Louisiana Green Schools Challenge Committee Chair

ACE Mentor Program, New Orleans

Adam Martin, LEED AP BD+C

ACE Mentor Program, New Orleans

Mary Grace Verges, AIA LEED Green Assoc.

ACE Mentor Program, New Orleans

Evacuteer.org, Leadership Committee

Cydney Jaggers

Women in Architecture Committee of AIA New Orleans Chapter,

Founding Member & Treasurer

ACE Mentor Program, New Orleans

Cynthia Dubberley, AIA, LEED AP BD+C

Women in Architecture Committee of AIA New Orleans Chapter,

Co-Founder & Grassroots Committee Member

ACE Mentor Program, New Orleans, Board of Directors

Josh Matthews, Associate AIA

ACE Mentor Program, New Orleans

Noah Marble, AIA, LEED AP

ACE Mentor Program, New Orleans

Amanda Rivera, AIA, LEED AP BD+C

Architecture for Humanity, New Orleans,

Founding Member & Area Coordinator

PROFESSIONAL + CIVIC LEADERSHIP | IT’S NOT JUST THE PRINCIPALS

Dru Lamb, IIDA, NCIDQ, LEED AP

Louisiana State Board of Interior Directors

International Interior Design Association

- Regional Vice President of Communications

- New Orleans Chapter, President Elect

Lynn Ostenson, CSI, CDT, LEED AP

Construction Specifications Institute,

New Orleans Chapter, President

Magen Raine Massey

AIGA, the professional association for design,

New Orleans Chapter, Vice President

Tracy Lea, AIA, LEED AP BD+C

AIA New Orleans, Board of Directors

AIA Louisiana, Board of Directors

Tiffany Bergeron

Society for Marketing Professionals,

Southeast Louisiana Board of Directors

Amanda Rivera, AIA, LEED AP BD+C

AIA New Orleans, Young Architects Forum,

Founding Member & Coordinator

AIA New Orleans, Treasurer Executive Board

AIA Louisiana, Delegate

USGBC Louisiana, Committee Legacy Chair

Chuck Hite, AIA, CSI

Construction Specifications Institute,

New Orleans Chapter, Treasurer

Collette Creppell, AIA, LEED AP BD+C

Harvard Graduate School of Design Council

Tulane School of Architecture, Board of Advisors

New Orleans Building Council

New Orleans Museum of Art, Board Member

José Alvarez, AIA, LEED AP

NOMA, Louisiana Chapter, President

- Program Advisor Project Pipeline

AIA New Orleans, Young Architects Forum, Delegate

AIA New Orleans, State Delegate-Elect

Jason Richards, AIA, LEED AP BD+C

AIA New Orleans, Secretary

AIA New Orleans, Outreach Committee Chair

AIA New Orleans, Young Architects Forum,

Membership Chair

Cristina Ungureanu, AICP, LEED Green Assoc.

Urban Land Institute, Louisiana Chapter

Programming Committee

St. Claude Main Street, Board Member

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