Catalog Advanced Search

Search by Categories
Search in Packages
Search by Format
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By
  • Proposal Automation: What It Means and How To Get Started

    Contains 2 Component(s) Recorded On: 07/18/2018

    Gathering crucial data points when putting together your proposals can be a time bandit. The data-gathering process can make or break your sanity, creativity, and success unless you have a tool or method of organizing your firm’s portfolio. If you’re struggling to get your CRM or content database working for you so you can make better proposals, this learning lab is for you.

    Gathering crucial data points when putting together your proposals can be a  time bandit. The data-gathering process can make or break your sanity, creativity, and success unless you have a tool or method of organizing your firm’s portfolio. If you’re struggling to get your CRM or content database working for you so you can make better proposals, this learning lab is for you.

    CRMs are growing as a strategic solution for storing and housing data such as previous project experience, descriptions, photos, and résumés, all the while tapping into core financial records from your accounting or ERP database.  The buzzword in our space of Proposal Automation means using a tool such as an A/E/C-centric CRM that understands what this process looks like and, more importantly, designed to integrate with the tools commonly used by A/E/C marketers.

    Regardless of your current software stack, this session will help you understand how this process works and what best practices are used in top firms.

    Learning Objectives:

    • Learn what Proposal Automation means and how it translates to time savings and efficiency
    • Outline the core components and elements of Proposal Automation
    • Learn strategies to keep your CRM organized to benefit your proposal process
    • Understand how to realistically catch up and set goals to overcome years or decades of data silos
    • Discover best practices you can use to emulate what a CRM does in your own database, even if you don’t have a CRM

     

    Presenters: Courtney Kearney, CPSM, CEO, CKearney Consulting (CKC)

    Known for her love of data, Courtney Kearney, CPSM, brings her marketing skills and years of experience to a technical world of databases, processes, and numbers. She is a CRM thought leader, writing white papers, leading roundtables, and giving presentations at local and national conferences. Her firm, CKC, provides CRM system evaluation, implementation, support, training, proposal automation, data analytics, and API integration services. Kearney has served in several leadership roles at SMPS Fort Worth including acting as current president. She enjoys spending time with her firefighter husband and two amazing daughters.

    Chaz Ross-Munro, CPSM, CF APMP, Implementation Specialist, Cosential

    Chaz Ross-Munro, CPSM, is a proposal hacker, cat herder, back hand springer, and wine enthusiast. She has been a professional services marketer for more than 12 years, securing more than $600 million in contracts for her public and private sector clients. Ross-Munro is an implementation specialist at Cosential, where she provides comprehensive CRM and Proposal Automation solutions for some of the world's largest A/E/C firms. She recently published Sink or Swim Faster! Making a Splash Your First Year Marketing for Professional Service to help onboard new marketers. 

  • Branding in the Age of Transformation: The New Brand Management Playbook

    Contains 3 Component(s), 1.50 credits offered Recorded On: 07/17/2018

    At the dawn of digital, many had predicted “the end of branding as we know it”—and while the discipline of branding has changed dramatically in the past decade, having a strong, differentiated, and focused brand is more critical than ever before.

    Presenter: Ida Cheinman  
    Tuesday, July 17, 2–3:30 p.m. EDT/1 p.m. CDT/Noon MT/11 a.m. PDT 

    Session Description

    At the dawn of digital, many had predicted “the end of branding as we know it”—and while the discipline of branding has changed dramatically in the past decade, having a strong, differentiated, and focused brand is more critical than ever before.

    Increased competition, commoditization, and the speed of change call for brands to become the point of convergence and the catalyst for the alignment of business strategy, customer experience, and company culture. This new business and marketing environment requires a different approach to brand building and management.

    What does today’s leading professional services brand look like? It’s agile, purpose-driven, relevant, and grounded in a firm’s business strategy and steeped in its culture.

    How do you create this kind a brand? In our July webinar, we’ll learn how by examining strategies, tools, and best practices for:

    • Building a strategic brand foundation—a brand platform—that bridges business strategy and operational functions: business development, marketing, HR and more.
    • Developing a unique and consistent brand voice that remains strong across a multitude of communication channels and devices that merges brand agility and brand consistency for today’s dynamic marketplace.
    • Managing a firm’s brand, from effectively organizing brand and marketing assets to fully integrating the brand into the firm’s culture and its daily operations, behaviors, and decision-making.
    • Developing a brand-based internal culture through effective engagement, training and education strategies that turns employees into proactive brand ambassadors.
    • Creating a brand-based customer experience—today’s top differentiator and a weapon against commoditization.

    Session Learning Objectives:

    • Learn strategies, tools, and best practices for aligning their firm’s brand with its business strategy and culture to maximize brand performance and create a competitive advantage
    • Understand the key principles of new brand building and management framework designed for the digital age
    • Understand the role of each firm’s function and department in creating the alignment between business strategy, brand, and culture and becoming a firm that everyone wants to work with and work for.

         Cosential - Built to Win

    SMPS webinars are sponsored by Cosential

    Ida Cheinman

    Substance151

    Ida Cheinman is principal and creative director of a brand communications firm Substance151.

    She uses her 20+ years of experience as a brand strategist, designer, marketer, and educator to help professional services firms, business leaders, and marketing professionals make sense of the trends, tools, and best practices and to position their firms to compete and win in the fast-changing and extremely competitive marketplace.

    Cheinman is an engaging and energetic speaker who excels at making complex information accessible and immediately applicable. She is a frequent speaker at professional services organizations nationwide and a contributor to industry blogs and publications.  

    CEU Credits SMPS webinars are approved for 1.5 continuing education units for the Certified Professional Services Marketer (CPSM) program and 1.5 learning units from the American Institute of Architects. Recordings of SMPS webinars are approved for 1.5 CPSM CEUs.

    SMPS webinars are approved for 1.5 continuing education units for the Certified Professional Services Marketer (CPSM) program and 1.5 learning units from the American Institute of Architects. Recordings of SMPS webinars are approved for 1.5 CPSM CEUs.

    Per-Site Registration Fee*  

    SMPS Member Site Registration: $199

    Nonmember Site Registration: $259  

    *Remember: webinars are open to your whole staff. Your team can participate from one location in your office for one fee. Register today and benefit from affordable, convenient, actionable learning and earn valuable CPSM CEUs and AIA LUs!  

    Recordings of SMPS webinars are available to train your marketing professionals. Learn more 


  • P2W Master Content Marketing Module 3: The Guide to Identity Collection and Analysis: How to Generate Leads and Prove You Aren’t Wasting Your Time

    Contains 3 Component(s), 4.50 credits offered Recorded On: 06/28/2018

    It can be difficult to prove the impact and results of content marketing plan (especially with as many touches required over the A/E/C lead cycle). That’s why our instructor will walk you through exactly how she made a case for content marketing that generated new business, more time, and a new marketing position within her former design-build firm.

    It can be difficult to prove the impact and results of content marketing plan (especially with as many touches required over the A/E/C lead cycle). That’s why our instructor will walk you through exactly how she made a case for content marketing that generated new business, more time, and a new marketing position within her former design-build firm.

    Learning Objectives:

    • Equip attendees with case studies and data to gain internal leadership buy-in
    • Develop a (reasonable) content marketing budget
    • Collect data from social media and website analytics that track results and influence strategy

    Danielle Gray

    Digital Marketing Strategist, DG Marketing Company

    Danielle Gray is a digital marketing strategist with over seven years of industry experience composing proposals, writing content, running email campaigns, and generating leads online. Along with developing proposals, she helped her former design-build firm grow website visits by 88% and contributed over $150 million in revenue from leads generated from the website in just three years. Now, Danielle is the owner of DG Marketing Company, a digital marketing firm committed to contributing and creating genuine, humanized digital marketing that listens and solves instead of tells and sells. She also speaks around the country about content generation, the importance of digital marketing and social media specifically relating to the A/E/C industries.

  • P2W Master Content Marketing Module 2: The Guide to Content Promotion: How to Spread the Word Without Being Annoying

    Contains 2 Component(s) Recorded On: 06/21/2018

    In the A/E/C industries, firms are concerned about being too annoying to their clients. How do they avoid it? By doing absolutely nothing! In this session, we’ll discuss how to promote client-focused content that feels like assistance rather than a nuisance. Social media, email campaigns, and content frequency will be the focus of this session.

    In the A/E/C industries, firms are concerned about being too annoying to their clients. How do they avoid it? By doing absolutely nothing! In this session, we’ll discuss how to promote client-focused content that feels like assistance rather than a nuisance. Social media, email campaigns, and content frequency will be the focus of this session.

    Learning Objectives:

    • Create a content calendar that aligns with your availability and user behavior
    • Optimize social media to promote thought leadership
    • Develop email campaigns that promote content, projects, and people

    Danielle Gray

    Digital Marketing Strategist, DG Marketing Company

    Danielle Gray is a digital marketing strategist with over seven years of industry experience composing proposals, writing content, running email campaigns, and generating leads online. Along with developing proposals, she helped her former design-build firm grow website visits by 88% and contributed over $150 million in revenue from leads generated from the website in just three years. Now, Danielle is the owner of DG Marketing Company, a digital marketing firm committed to contributing and creating genuine, humanized digital marketing that listens and solves instead of tells and sells. She also speaks around the country about content generation, the importance of digital marketing and social media specifically relating to the A/E/C industries.

  • P2W Master Content Marketing Module 1: The Guide to Content Development: How to Create and Repurpose Content That Doesn’t Suck

    Contains 2 Component(s) Recorded On: 06/14/2018

    There’s content all around you. You just have to find it—and then develop, polish, and repurpose it. In this session, we’ll discuss best practices on how to create client-focused content that educates your readers while establishing thought leadership. There’s enough sucky content in our industry, so let’s clean it up.

    There’s content all around you. You just have to find it—and then develop, polish, and repurpose it. In this session, we’ll discuss best practices on how to create client-focused content that educates your readers while establishing thought leadership. There’s enough sucky content in our industry, so let’s clean it up.

    Learning Objectives:

    • Establish methods of finding content while juggling other tasks
    • Identify five ways to repurpose old content to save time
    • Design and layout content readers can effectively scan

    Danielle Gray

    Digital Marketing Strategist, DG Marketing Company

    Danielle Gray is a digital marketing strategist with over seven years of industry experience composing proposals, writing content, running email campaigns, and generating leads online. Along with developing proposals, she helped her former design-build firm grow website visits by 88% and contributed over $150 million in revenue from leads generated from the website in just three years. Now, Danielle is the owner of DG Marketing Company, a digital marketing firm committed to contributing and creating genuine, humanized digital marketing that listens and solves instead of tells and sells. She also speaks around the country about content generation, the importance of digital marketing and social media specifically relating to the A/E/C industries.

  • How to Present as a Team: Keys to Impressing Owners During a New Business Interview

    Contains 2 Component(s), 1.50 credits offered Recorded On: 06/05/2018

    Owners consistently say that they want to hire the firm that is “the best team.” But how do you come across as a great team during a one-hour new business interview? This webinar will detail a few keys to ensuring that you come across as a strong team and not a bunch of people that seem like they’ve never worked together before.

    Presenter: Joey Asher 
    Tuesday, June 5, 2–3:30 p.m. EST/1 p.m. CST/Noon MT/11 a.m. PST

    Session Description

    Owners consistently say that they want to hire the firm that is “the best team.” But how do you come across as a great team during a one-hour new business interview? This webinar will detail a few keys to ensuring that you come across as a strong team and not a bunch of people that seem like they’ve never worked together before.

    Session Learning Objectives

    During this webinar, participants will learn:

    • How to introduce the team
    • How to rehearse as a team
    • How to interact with each other
    • How to handle Q&A as a team

         Cosential - Built to Win

    SMPS webinars are sponsored by Cosential


    Joey Asher

    President, Speechworks

    Joey Asher is President of Speechworks, a communication and selling skills coaching firm that has been working with AEC firms for more than 30 years. He is the author of five books including “How to Win a Pitch: The Five Fundamentals that Will Distinguish You From the Competition.”   

    SMPS webinars are approved for 1.5 continuing education units for the Certified Professional Services Marketer (CPSM) program and 1.5 learning units from the American Institute of Architects. Recordings of SMPS webinars are approved for 1.5 CPSM CEUs.

    Per-Site Registration Fee*  

    SMPS Member Site Registration: $199

    Nonmember Site Registration: $259  

    *Remember: webinars are open to your whole staff. Your team can participate from one location in your office for one fee. Register today and benefit from affordable, convenient, actionable learning and earn valuable CPSM CEUs and AIA LUs!  

    Recordings of SMPS webinars are available to train your marketing professionals. Learn more 


  • P2W Elements of Design Module 3: Maximizing Your Social Media Presence with Graphics

    Contains 3 Component(s), 4.50 credits offered Recorded On: 05/31/2018

    Designed for marketers newer to the social-media-for-business space, this course will go over some basic tips and tricks to emphasize your company’s story. Whether you’re just starting to develop a social media presence or managing an existing one, this course will give you the foundation to use social media as an effective marketing tool.

    Armed with the basic graphic and photography skills learned in the two previous sessions, we’ll look at how they can be applied outside of proposals and presentations. There are big differences between the way we use visuals in printed documents and presentations vs. social media platforms. Each platform has its own set of rules; how do you know what works where?

    During this P2W session, we’ll look at some best practices for social media. We’ll explore ways to develop a social media strategy, the importance of compelling content, and some tips for maximizing exposure. We’ll look at how to create visuals that work for social media and the differences between each of the key platforms. We’ll even offer some resources to help you easily create and use effective, web-friendly graphics.

    Designed for marketers newer to the social-media-for-business space, this P2W session will go over some basic tips and tricks to emphasize your company’s story. Whether you’re just starting to develop a social media presence or managing an existing one, this session will give you the foundation to use social media as an effective marketing tool.


    Learning Objectives:

    • Learn how to identify your audience and develop a strategy to reach them
    • Explore how to create compelling content that attracts attention
    • Learn some tips and tricks for maximizing engagement
    • Learn how to create quality visuals that support your social media strategy

    Karen Kurta, CPSM

    Cushman & Wakefield

    A three-time marketing excellence award winner, Karen excels in graphic design, photography, and proposal writing, specializing in assembling complex pieces into concise and cohesive marketing materials. She is known for efficiency, creativity, and the drive to continuously improve her skills.

    Her career spans various industries including construction and commercial real estate. For eight years, she managed complex proposals and developed presentations, graphics, collateral, advertising, and project photography for two global construction firms. She is currently a Senior Graphic Designer for Cushman & Wakefield—a global commercial real estate firm—where she provides graphic design, photography, and marketing support for over 40 brokers in two markets.

    Karen is a CPSM and a member of Commercial Real Estate Women (CREW) and the Professional Photographers of America (PPA). She is also the owner of a Central Florida-based photography business specializing in real estate, portraits, and fine art.  

  • P2W Elements of Design Module 2: Photography 101 for A/E/C Marketers

    Contains 2 Component(s) Recorded On: 05/24/2018

    Designed to help marketers who are a little less graphics savvy, this course provides the fundamental photography knowledge you need to take your marketing to the next level. Whether you’re improving your own capabilities, working with professionals, or simply wanting to help your staff in the field capture better images, this course will give you the foundation you need to raise the bar.

    Photography plays such an important role in the world of marketing. The quality of the photos used to represent your brand can help or hurt you. Do you know how to tell the difference between good and bad ones?

    Designed to help marketers who are a little less graphics savvy, this P2W session provides the fundamental photography knowledge to take your marketing to the next level—and tell the right story about your company.  Whether you’re improving your own capabilities, working with professionals, or wanting to help your staff capture better images, this session will give you the foundation to raise the bar.

    This session will cover the basics of photography as it applies to the A/E/C world. We’ll talk about stock photography, how to use the stock sites, and ways to choose the right images. We’ll explore hiring professional photographers and go over some tips and tricks for working with them. We’ll learn about copyright and what that means to you and your firm. We’ll even also provide some tips for taking your own photos.

    Learning Objectives:

    • Learn how to use stock photography sites and know what to look for to create more effective visuals
    • Discover the benefits of using professional photography, when it’s necessary and when it’s not, and how to work with professional photographers
    • Learn about copyright, what it is, and how it applies to what you do as an A/E/C marketer
    • Explore tips and tricks for taking your own photographs, including project photography and headshots

    Karen Kurta, CPSM

    Cushman & Wakefield

    A three-time marketing excellence award winner, Karen excels in graphic design, photography, and proposal writing, specializing in assembling complex pieces into concise and cohesive marketing materials. She is known for efficiency, creativity, and the drive to continuously improve her skills.

    Her career spans various industries including construction and commercial real estate. For eight years, she managed complex proposals and developed presentations, graphics, collateral, advertising, and project photography for two global construction firms. She is currently a Senior Graphic Designer for Cushman & Wakefield—a global commercial real estate firm—where she provides graphic design, photography, and marketing support for over 40 brokers in two markets.

    Karen is a CPSM and a member of Commercial Real Estate Women (CREW) and the Professional Photographers of America (PPA). She is also the owner of a Central Florida-based photography business specializing in real estate, portraits, and fine art.  

  • All About Style: How to Create a Brand Manual and Writing Guidelines for Your Company

    Contains 2 Component(s), 1.50 credits offered Recorded On: 05/22/2018

    Does a non-standard company logo drive you bananas? How about company emails with a notebook paper background? Better yet, who loves Comic Sans? Every professional services firm has a unique style, yet very few have approved Style Guides. This webinar will discuss and explore the components of a Style Guide.

    Presenter: Julie Shaffer, CPSM & Lindsey Kubes, CPSM 
    Tuesday, May 22, 2–3:30 p.m. EST/1 p.m. CST/Noon MT/11 a.m. PST

    Session Description

    Does a non-standard company logo drive you bananas? How about company emails with a notebook paper background? Better yet, who loves when a variety of formats and editing rules are used? Every professional services firm has a unique style, yet very few have approved style guides.

    Marketing and corporate professionals can be leaders in driving the creation of a company-wide style guide at their firms. It’s a great reference tool for all employees – from new hires, seasoned professionals, C-suite leaders, and technical and marketing staff.

    Our May webinar will explore the various components of a style guide. Part I: Brand Manual focuses on graphic elements such as logos, colors, fonts, and formatting. Part II: Writing Guidelines are specific to each company’s communication style and will include an abbreviated reference list tailored for company use of acronyms, software, and industry terms (typically following AP Stylebook).

    Session Learning Objectives

    During this webinar, participants will:

    • Understand how to get started and develop a style guide at their firms. This includes key benefits applicable at all levels: marketing and technical groups, as well as leadership.
    • Discover the top reasons and selling points for a style guide at their firms.
    • Understand components and layout of a style guide as a final deliverable.
    • Through handout templates, develop a draft framework for their firm and priority levels for development and implementation.

         Cosential - Built to Win

    SMPS webinars are sponsored by Cosential


    Julie Shaffer, CPSM

    Owner/Consultant/ Designer, Shaffer Creative, LLC

    Julie Shaffer, CPSM, founded Shaffer Creative in 2012 with a vision: to provide creative marketing and graphic design solutions through communication strategy, company branding, photography, and data management. As an Adobe Certified Expert in InDesign CC 2015, she is a go-to expert for hands-on learning with professional associations and clients. She is a member of SMPS Fort Worth and served as Sponsorship Director and President. She was the 2015 SRC Communications Chair. Julie holds a bachelor’s degree in Communications with an English minor from the University of Texas at Arlington.

    Lindsey Kubes, CPSM

    Senior Marketing Strategist, Shaffer Creative, LLC

    Lindsey Kubes, CPSM, is a Senior Marketing Strategist with Shaffer Creative. Her passion is strategy development and brand implementation through efficient company communications and outreach. Lindsey has received 12 state, national and international awards for projects that span branding, direct mail, brochures, magazines, marketing plans, marketing campaigns and graphic standards. Lindsey was a founding board member of the SMPS Fort Worth Chapter and served as Secretary. She holds a bachelor’s degree in English and Professional Writing Certificate from Texas A&M University. 

    Together, Julie and Lindsey have created brand manuals and style guides for numerous clients within the A/E/C industry. Most recently, their work was recognized with an AMCP international marketing award for the rebrand of Southland Holdings, LLC, that included new cohesive logo, marketing collateral and comprehensive brand manual.  

    SMPS webinars are approved for 1.5 continuing education units for the Certified Professional Services Marketer (CPSM) program and 1.5 learning units from the American Institute of Architects. Recordings of SMPS webinars are approved for 1.5 CPSM CEUs.

    Per-Site Registration Fee*  

    SMPS Member Site Registration: $199

    Nonmember Site Registration: $259  

    *Remember: webinars are open to your whole staff. Your team can participate from one location in your office for one fee. Register today and benefit from affordable, convenient, actionable learning and earn valuable CPSM CEUs and AIA LUs!  

    Recordings of SMPS webinars are available to train your marketing professionals. Learn more 


  • P2W Elements of Design Module 1: Graphic Design Basics Every Marketer Should Know

    Contains 2 Component(s) Recorded On: 05/17/2018

    Designed to help marketers who are a little less graphics savvy, this course provides the fundamental graphic design knowledge you need to enhance your marketing materials. Whether you’re improving your own capabilities or simply wanting to work better with your graphic design staff, this course will give you the foundation you need to raise the bar.


    Graphics make your documents more readable and presentations more memorable—but only if they’re used well. Nothing turns off your audience faster than having poor quality visuals.

    Having a basic understanding of graphic design elements is essential for today’s marketer. But when there are thousands of options, how do you know which ones to use? And where do you begin? Whether you’re improving your own capabilities or simply wanting to work closely with your graphic design staff, this P2W session will give you the foundation to raise the bar.

    This session will help you take your marketing materials to the next level. We’ll talk about graphic file types, the difference between RGB and CMYK, and how photo resolution affects the end result. We’ll explore color and font choices and simple ways to customize stock graphics. We’ll go over some tips for streamlining page design and optimizing files for email vs. print. We’ll even share some resources where you can learn more!

    Learning Objectives:

    • Learn about graphic file types and resolution and how to best use each one
    • Discover why color and font choices matter and how to make better decisions about them
    • Learn some basic techniques for choosing stock photos and graphics for more effective visuals
    • Explore ways to streamline page design for more readable, organized documents
    • Discover resources for learning more about graphic design

    Karen Kurta, CPSM

    Cushman & Wakefield

    A three-time marketing excellence award winner, Karen excels in graphic design, photography, and proposal writing, specializing in assembling complex pieces into concise and cohesive marketing materials. She is known for efficiency, creativity, and the drive to continuously improve her skills.

    Her career spans various industries including construction and commercial real estate. For eight years, she managed complex proposals and developed presentations, graphics, collateral, advertising, and project photography for two global construction firms. She is currently a Senior Graphic Designer for Cushman & Wakefield—a global commercial real estate firm—where she provides graphic design, photography, and marketing support for over 40 brokers in two markets.

    Karen is a CPSM and a member of Commercial Real Estate Women (CREW) and the Professional Photographers of America (PPA). She is also the owner of a Central Florida-based photography business specializing in real estate, portraits, and fine art.