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Leasing & Financing

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Understanding A/E Firm Overhead Rates

Complimentary FAR Training with Dan Purvine, President of A/E Clarity

Hosted by:

First American Equipment Finance

Tuesday, May 14, 2024

2:00 – 3:00 PM Eastern

Webinar Details:

Please join us for this 1-hour FAR webinar training to learn about important issues A/E firms need to address in developing their overhead rate, and actions firms can take to help them avoid issues in the state DOT review process. We will go over common pitfalls that cause overhead costs to be disallowed, and steps you can take to navigate the challenging state DOT review process without additional unallowable costs. We will also address topics including high risk areas requiring special attention and common costs questioned in state DOT reviews.

Attending and completing 3 knowledge checks throughout the webinar will provide 1 CPE credit hour.

Hosted by:

First American Equipment Finance

Tuesday, May 14, 2024

2:00 - 3:00 PM Eastern

Webinar Details:

Please join us for this 1-hour FAR webinar training to learn about important issues A/E firms need to address in developing their overhead rate, and actions firms can take to help them avoid issues in the state DOT review process. We will go over common pitfalls that cause overhead costs to be disallowed, and steps you can take to navigate the challenging state DOT review process without additional unallowable costs. We will also address topics including high risk areas requiring special attention and common costs questioned in state DOT reviews.

Attending and completing 3 knowledge checks throughout the webinar will provide 1 CPE credit hour.

Featured Speakers

Dan Purvine, President, A/E Clarity

Dan Purvine is the President of A/E Clarity Consulting and Training, a firm that specializes in helping A/E firms navigate the complex rules and regulations applicable to state, federal, and local agency contracts.

Dan has over 25 years of experience in the A/E industry – 14 years with a large engineering firm and since 2012, as the owner of A/E Clarity and a related CPA firm that specializes in performing indirect cost rate audits of A/E firms nationwide. In his role as a consultant to ACEC national, Dan works closely with state ACEC organizations and A/E firms on issues related to FAR overhead rates, audits, and contracting with state and local agencies.

Nick Baxter, National Vice President, First American Equipment Finance

Nick Baxter works exclusively with AEC firms to develop strategic lease and financing structures for leasehold improvements, technology, geospatial, software, and other fixed assets.

Since joining the industry in 2013, Nick has built personalized solutions for firms looking to maximize tax, accounting, and FAR overhead benefits. Nick is a Certified Lease and Finance Professional (CLFP) and has an MBA in Finance and Competitive Strategy from The Simon School of Business at the University of Rochester.