Preparing for Successful Leadership Transition: How to Navigate the Two-Way Street - 1.5 PDH (LA CES/non-HSW)

Recorded On: 10/27/2023

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What are the secrets behind a successful ownership transition? True success involves a mentorship structure that aligns emerging leaders' expectations and changing roles with those of current owners. This session will demystify ownership transition from multiple perspectives: the leader approaching retirement, the expanding leadership team, and the someday-principal-to-be.

Learning objectives:

  • Discover the importance of setting goals and understanding preferred outcomes in planning for ownership transition.
  • Understand options for ownership transition based on the timeframe to retirement and openness to sharing leadership responsibilities.
  • Explore best practices for identifying the right person to be a successor and how to create a framework for a partnership agreement.
  • Learn how to prepare emerging leadership for a future ownership role through structured stages of professional development.

Rena M. Klein, FAIA



Rena is a nationally-recognized expert in small firm practice and author of The Architect’s Guide to Small Firm Management (Wiley, 2010). With 20 years of experience as the owner of a small architecture firm, and over 10 years as a consultant and educator, Rena brings a special understanding of firms managed by entrepreneurial designers. Rena served as executive editor of AIA’s The Architect’s Handbook of Professional Practice, 15th edition (Wiley 2013) and is past chair of the National Advisory Group for the AIAPractice Management Knowledge Community.

Ilse Frank, ASLA, Associate AIA

Founding Principal

Studio Balcones

Ilse is a co-founder and principal of Studio Balcones. As a firm leader, Ilse focuses on creative solutions for civic and institutional projects that will have significant impact on the future growth and function of cities. Her work on the University of Texas’ campus was awarded 2020 Texas ASLA Merit Award and a 2021 AIA Austin Design Award of Merit. Ilse volunteers her time with The Trail Conservancy’s Project Committee and served on the City of Austin’s Art In Public Places Advisory Panel. A native Austinite, she loves to travel, hikes with her dog, and exploring the art scene.

Sun Joo Kim, Associate AIA

Senior Management Consultant


Sun brings over twenty years of experience in architectural practice to her Senior Management Consultant role at CVG, where she focuses on helping firm owners improve finance, operations, and organizational development. She has led teams and built workshops for both private and public realms including the Smithsonian Institution, Venturi, Scott Brown and Associates, and the State of Oregon’s Department of Environmental Quality. Sun has also led DEI committees and task forces for organizations such as ULI and the CREW Network. An active advocate for DEI, Sun Joo co-founded Diversity in Design, a professional resource group for designers of color.


Video: Preparing for Successful Leadership Transition: How to Navigate the Two-Way Street - 1.5 PDH (LA CES/non-HSW)
Open to view video.  |  91 minutes
Open to view video.  |  91 minutes
11 Questions  |  Unlimited attempts  |  9/11 points to pass
11 Questions  |  Unlimited attempts  |  9/11 points to pass Successful completion of this quiz is required to earn PDH for this webinar.
1.50 PDH credits  |  Certificate available
1.50 PDH credits  |  Certificate available
8 Questions
Session Guide
Open to download resource.
Open to download resource.