Every firm wants employees who think like owners — taking initiative, caring about the bottom line, and driving projects forward with purpose. But building that mindset requires more than motivation talks; it demands transparency, financial literacy, and a culture where everyone understands how their work affects the firm’s health. In this session, CFO Sean Cristea and President Douglas Zabonick will share practical strategies for creating an ownership mentality across your organization — from empowering project managers to make data-driven decisions to connecting staff performance with firm-wide success. Attendees will learn how to align leadership, operations, and culture to build a firm that thrives on shared accountability and long-term value.

Upon completion of this course, the Learner should be able to:

• Apply firm-wide financial transparency strategies that encourage staff to take ownership of project performance and profitability.
• Implement leadership practices that connect individual responsibility to firm mission and client outcomes.
• Develop metrics and dashboards that translate complex financial data into clear, actionable insights for all team members.
• Design operational systems and incentives that reinforce accountability while advancing the firm’s health, safety, and welfare obligations to clients and communities.

Approximately 1 hour. Delivered via webinar or face-to-face presentation. Available sessions shown below.

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This course is registered with: 1 Industry Association(s)