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The Professional Liability Agents Network (PLAN) is a select group of insurance agencies from across the U.S., Canada and Puerto Rico, specializing in risk management strategies and loss prevention programs for architects, engineers and environmental consultants.

 

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Firm Profitability: How Everyone Contributes
Thursday, April 16, 2026, 12:00 PM - 1:30 PM CDT
Category: Events

We are excited to announce the 2026 PLAN webinar series presented by the PLAN Education Committee in collaboration with PLAN Partners. This webinar is open to all PLAN agent firms, regardless of whether they are currently insured with the presenting Partner. Each session qualifies for one Continuing Education (CE) credit and is designed to help design professionals navigate critical topics impacting their work.

PLEASE NOTE: PER AIA GUIDELINES, AIA CREDIT IS ONLY AVAILABLE TO: 
  • Those who register and participate in the webinar on the GoToWebinar platform DIRECTLY and INDIVIDUALLY (no conference room groups)
  • Attend the session for a minimum of 60 minutes
  • Complete the assessment provided during the webinar

Firm Profitability: How Everyone Contributes

Presented by: Shaun Franklin - AXA XL

Thursday, April 16th 12:00 PM - 1:30 PM Central Time

**Pending AIA Approval**

Satisfies PLEP requirements for AXA XL insureds.

Financial success for a professional service firm depends on the collective effort of everyone involved. While the profitability plan is based on assumptions regarding revenue and overall expenses, the understanding of how individual contributions and team collaboration harmonize to achieve financial goals is often limited. This program introduces common metrics to benchmark the performance of professional service firms and demonstrates the interconnectedness of everyday decisions on achieving the firm’s financial objectives. By fostering greater financial transparency and individual awareness, teams are more likely to be fully engaged and committed to driving the firm's success.

Register Here