Drive: Navigating Firm Evolution

Like humans, firms have a natural lifecycle of growth, and each facet of the cycle must be developed and nurtured to ensure long-term success. Drive: Navigating Firm Evolution is an ideal workshop for firm owners and potential successors thinking about their future and the future leadership of their firm.

The key to ensuring the successful evolution and regeneration of your firm is to make a conscious decision that your firm will live beyond you. You determine and implement the path, process, and criteria to continued success.

Brought to you by Lisa Henry, FASID, AIA, and Suzan Globus, FASID, LEED AP ID+C, of Greenway Group, one of the leading A&D business management consulting firms in North America, Drive will explore the options and challenges associated with firm ownership and evolution. Discover how to lay the groundwork for successful firm evolution through the cycle of growth, success, sustainment, and regeneration.

Think About It

If your firm’s evolution doesn’t go smoothly, clients and staff leave, and the value of the firm erodes. Our experts can help you plan ahead to avoid these consequences.

Common Mistakes in Evolution Planning

  • Starting too late to mentor and empower successors
    • Involving the wrong people (i.e. consultants, attorneys and accountants with no architecture/design experience) or too many people in the process
    • Poor communication of expectations for evolution processes and outcomes
  • Lack of understanding of leadership expectations and metrics for success
  • Lack of a backup plan if the proposed successor doesn’t want to own the firm
    • No opportunity for key employees to become owners until they are in their forties
  • Failure to incorporate ownership transition into the strategic plan
    • Bonus: Subscribe to Drive: Navigating Firm Evolution workshop updates and receive more common mistakes firms make in evolution planning.


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Drive: Navigating Firm Evolution Workshops

Evolution will happen – equip yourself with the skills to make it a seamless process.

You will walk away from the Drive: Navigating Firm Evolution workshop with:

  • Tools to Implement the path, process, and criteria to develop the next generation of leaders
  • A strategy to lay the groundwork for firm evolution, beginning with the start up phase
  • A “hot button” checklist identifying common problems, challenges, and questions about firm evolution, along with an early warning system to recognize and prevent the most common mistakes
  • An understanding of key business challenges and how to plan and budget accordingly to build an enduring firm
  • 0.3 IDCEC-approved CEU (3 hours) | 3 AIA Learning Units


Meet the Experts

Your guides will be Lisa Henry, CEO of Greenway Group, and Suzan Globus, Senior Principal at Greenway Group, who have helped scores of A&D firms successfully navigate the challenges of transition planning. They’ve designed this workshop especially to address the needs of small-to-mid-sized firms and sole proprietors, offering a unique opportunity to learn from leading experts on business strategy.

Lisa Henry, FASID, AIA

CEO, Greenway Group

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Lisa Henry, FASID, AIA

Lisa Henry, CEO and owner of Greenway Group, brings over 25 years of business and leadership experience to this national firm. Greenway works with design-based firms to help them improve their business performance in the areas of strategy, transition planning, leadership advisory, and marketing. Henry's education and experience includes leadership positions as a principal in a national corporate office design and workplace practice, and as regional director of architecture and design at Knoll. Prior to working in design, she served as a trading advisor at Merrill Lynch. Henry served as ASID national president in 2010 and is currently a trustee of the ASID Foundation.

Suzan Globus, FASID, LEED AP ID+C

Senior Principal, Greenway Group

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Suzan Globus, FASID, LEED AP ID+C

Suzan Globus brings a 360˚ view of the interior design profession to her role as principal with the Greenway Group. Prior to joining Greenway Group, Globus was president and owner of Globus Design Associates, a New York metro based design firm specializing in library design. She has extensive consulting experience in strategic and marketing planning. A former national chair of ASID and the ASID Foundation, Globus represented the Society in her role as the American ambassador and board member of the International Federation of Interior Architects/Designers (IFI). She was appointed by the Governor of New Jersey to serve as a charter member of the state’s Interior Design Examination and Evaluation Committee.

The subject truly touches all aspects of work and life—the earlier we start planning, the better. I appreciated how the facilitators created a very welcoming and encouraging environment.
                – Penni Wells, ASID, Washington Metro Chapter Board