What happens when AEC marketing owns the data story and becomes a true strategic partner to the firm?

Katie Cash sits down with Katie Robinson, Chief Marketing Officer at LS3P, to unpack how a traditional proposal shop evolved into a firmwide, agency-style marketing and knowledge management team. Katie shares how LS3P aligned marketing with business strategy, centralized project data through a data manager program, and used tools like Power BI and AI to unlock insights that support both pursuit strategy and firm leadership. She also explains why open access to project data, clear security rules, and cross-functional collaboration are non-negotiables for sustainable growth.

From Expert Hours that support thought leadership to an AI steering committee that protects IP and improves efficiency, Katie shares a practical roadmap that any AEC firm can start small and scale. Marketers will come away with clear strategies for strengthening relationships across the firm, earning a seat at the strategic table, and elevating marketing from a support function to a true driver of growth.

Topics discussed in this episode:

• AEC marketing
• LS3P
• CRM
• Power BI
• AI in AEC
• Strategic planning

Connect with Katie Robinson, Chief Marketing Officer / Vice President / Principal at LS3P:

https://www.ls3p.com/portfolio/katie-robinson/

https://www.linkedin.com/in/katie-schroer-robinson/

Connect with Katie: https://smartegies.com/

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Consistent, ground-up financial planning is the difference between hopeful growth and profitable growth for AEC firms.

Katie Cash sits down with Jason Kruger, President and Founder of Signature Analytics (now with Citrin Cooperman), to explore how AEC leaders can better align sales, marketing, and finance for intentional growth. Together, they discuss how to define success, set measurable KPIs, and build budgets from the ground up rather than relying on projections that lack real data. Jason also shares how firms can safeguard cash flow during expansion, create accountability across departments, and prepare their reporting to meet the expectations of potential buyers during an acquisition.

Tune in to hear what sets financially disciplined AEC firms apart. Jason unpacks how intentional budgeting, transparent reporting, and alignment between sales, marketing, and finance drive measurable and lasting growth.

Topics discussed in this episode:

1. AEC marketing
2. Financial strategy
3. Risk Management
4. Profit Margin
5. Sales and Marketing Alignment

Connect with Jason Kruger, President & Founder, Signature Analytics

LinkedIn: https://www.linkedin.com/in/jason-kruger-a0b159b/

Email: JKruger@CitrinCooperman.com

Connect with Katie: https://smartegies.com/

Rate, Review, & Follow on Apple Podcasts:

We hope you’re finding value in our AEC Marketing For Principals. Your feedback is important to us and we’d love to hear from you.

Here’s how you can help. Scroll to the bottom, rate our podcast with five stars, and select “Write a Review.” Let us know what you found most helpful from this episode!

And if you haven’t done so already, give the podcast a follow, and you'll be notified when new episodes come out.

Knowledge has become one of the most valuable assets in the AEC industry.

Chris Parsons, founder and CEO of Knowledge Architecture, joins host Katie Cash to explore how firms can transform scattered project data and expertise into a true competitive advantage. Together, they discuss the rise of knowledge management as a C-suite priority, the role of AI in accelerating KM 3.0, and why structured data matters more than ever for marketing and proposals.

By focusing on people, process, technology, and culture, firms can unlock smarter collaboration, sharpen their storytelling, and create systems that support sustainable growth.

Topics discussed in this episode:

• AEC marketing
• Knowledge management
• Knowledge strategy
• AI in AEC
• Business development
• Content management

Connect with Christopher Parsons, Founder and CEO, Knowledge Architecture:

https://www.knowledge-architecture.com/

https://www.linkedin.com/in/christopherjparsons/

Connect with Katie: https://smartegies.com/

Rate, Review, & Follow on Apple Podcasts:

We hope you’re finding value in our AEC Marketing For Principals. Your feedback is important to us and we’d love to hear from you.

Here’s how you can help. Scroll to the bottom, rate our podcast with five stars, and select “Write a Review.” Let us know what you found most helpful from this episode!

And if you haven’t done so already, give the podcast a follow, and you'll be notified when new episodes come out.