Why Every AEC Firm Needs a Leadership and Specialist Pipeline | Kent Jonasen of the Leadership Pipeline Institute

In this episode of the Smarter by Design podcast, I’m joined by Kent Jonasen, CEO of the Leadership Pipeline Institute and co-author of the third edition of The Leadership Pipeline as well as author of The Specialist Pipeline. Kent has spent decades helping organizations rethink leadership development, succession planning, and the challenge of scaling expertise inside complex companies. 

His work starts from a deceptively simple premise: leadership is not leadership. 

Each transition—from leading yourself to leading others, leading leaders, leading functions, and eventually leading an enterprise—is fundamentally a different job that requires different skills, different priorities, and even different values.

But this conversation goes far beyond leadership development.

Many organizations unintentionally build systems where leadership becomes the only visible path for growth, recognition, and advancement. Specialists—deep technical experts, practitioners, strategists, and problem-solvers—often feel forced toward management roles simply to continue progressing in their careers. Over time, this creates frustration, weak leadership transitions, and the gradual loss of highly valuable expertise.

Kent and I explore why organizations need both leadership pipelines and specialist pipelines working together. We discuss:

  • Why leadership transitions so often fail

  • The hidden importance of discovering and aligning with your “work values” in career progression

  • Why many specialists feel alienated inside traditional organizations

  • The difference between knowledge experts and knowledge leaders

  • How companies accidentally push people into management roles they never truly wanted

  • Why specialist career paths need more than just new titles

  • How dual leadership and specialist pipelines create healthier long-term organizational design

Along the way, we connect these ideas directly to architecture, engineering, and construction firms, where specialized expertise is often the core engine of competitive advantage. From healthcare planners to sustainability experts to technical design specialists, many AEC firms are wrestling with how to scale expertise, accelerate development, and reduce dependency on a shrinking number of senior experts.

If you lead an AEC firm, oversee learning and development, manage technical teams, or are thinking about succession planning and long-term capability building, this episode offers a powerful framework for rethinking how careers evolve inside organizations. More importantly, it raises a deeper question: what if building a stronger company starts not just with developing better leaders, but with designing better systems for developing expertise itself?

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RECORDING | Designing Modern Learning Experiences at Lionakis and Fuscoe

Featured Guests

Kristina Williams, Design Technology Director at Lionakis
Brandon Norton, Senior Multi-Media Manager at Fuscoe Engineering

Webinar Summary

As AEC firms rethink how knowledge and expertise are shared internally, learning is beginning to move beyond traditional training formats. Instead of relying solely on live sessions or long recordings, firms are increasingly designing learning experiences that are shorter, more flexible, on-demand or hybrid, and accessible in the flow of work.

This shift is being accelerated in the Knowledge Architecture community by Synthesis, a platform built for Modern Learning Organizations, that combines intranet knowledge, learning management systems, AI-powered search, and knowledge agents to enable employees to discover and apply expertise exactly when they need it.

In this webinar, Kristina Williams, Director of Design Technology at Lionakis, and Brandon Norton, Senior Multi-Media Manager at Fuscoe Engineering, shared how their firms are designing modern learning experiences that take advantage of this new paradigm.

Each presented a case study of a high-priority learning experience their firm is building or modernizing—experiences designed not only for formal learning, but also to support self-directed exploration, knowledge reuse, recall, and AI-powered discovery through Synthesis.

We explored:

  • How firms are identifying high-value opportunities to modernize learning experiences

  • How learning content is being structured for both human learning and AI-powered retrieval

  • How on-demand courses and hybrid learning experiences are designed to support self-directed learning

  • What early feedback firms are receiving from staff using these new formats

  • Lessons learned from the first generation of modern learning experiments

  • What these efforts may mean for the future of knowledge management, learning, and firmwide expertise development

Each speaker shared a 20-minute case study, followed by discussion and open Q&A.

This session offered a practical look at how firms are beginning to redesign learning experiences for a new era—one where knowledge, learning, AI search, and knowledge agents work together to help employees access the right expertise at the right time.

Enjoy!

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Leading a Learning Organization: Lessons from Angela Watson of Shepley Bulfinch

In this episode of the Smarter by Design podcast, I'm joined by Angela Watson, President and CEO of Shepley Bulfinch, a nationally recognized architecture firm whose work spans healthcare, higher education, and civic design. Angela leads with a conviction she traces back to her time teaching at MIT: that real learning doesn't happen through lecture — it happens through doing, through struggle, and through the kind of exploration that only comes when people are given room to fail safely and try again. That belief didn't stay in the classroom. It became the foundation for how she thinks about leading a firm.

Learning by doing is the foundation of how AEC professionals and firms develop. The problem is that great ideas stay trapped in pockets — one team figures something out, another team struggles with the same thing, and the knowledge never travels. Angela saw that dynamic playing out at Shepley Bulfinch as the firm grew into a national practice, work-sharing across five offices with project cycles too long and feedback loops too slow to rely on informal transfer alone. Becoming a learning organization became an operational necessity, but it turned out to be much harder than it looked.

The conversation traces the full arc of what that effort has looked like in practice and what Angela has learned leading it. Why it's so hard for subject matter experts to codify and teach what they know. Why the traditional apprenticeship model is breaking down as plates get fuller and mentorship gets crowded out. What Shepley Bulfinch learned from building Birdfeeder, their internal peer-to-peer learning platform — what worked, what was too ambitious, and what the firm is rethinking now. And why the harder problem isn't building a course catalog — it's connecting learning to where someone actually wants to go in their career.

The thread running underneath all of it is psychological safety. Angela talks about "Back to the Future," Shepley Bulfinch's reframe on lessons learned — a format designed to celebrate the imperfect and make it safe to share what went wrong. She reflects on what it took for her, as CEO, to model that vulnerability publicly, and why she believes culture is the soil in which any learning organization either takes root or doesn't.

If you lead an AEC firm, manage a team, or are thinking seriously about how your organization develops its people, this episode is for you. Angela offers deep insight into what's worked, what hasn't, and what is still to be figured out on Shepley Bulfinch's journey to becoming a learning organization.

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Modernizing Learning to Scale Quality at Lionakis | Laura Knauss and Kristina Williams

In this episode of Smarter by Design, I’m joined by Laura Knauss, President and Chief Practice Officer at Lionakis, and Kristina Williams, Director of Design Technology at Lionakis, for a conversation about how their firm is modernizing learning to scale quality and consistency across their practice.

At the heart of that shift is a deep respect for the apprenticeship model. For generations, one-on-one mentorship has been the foundation of how architects and engineers learned their craft—and it remains essential today. But as firms grow, diversify, and take on increasingly complex work, Lionakis has recognized that apprenticeship alone isn’t enough to provide the consistent, firmwide foundation that today’s environment demands.

In response, Lionakis is repositioning apprenticeship by building a more intentional and scalable learning system that ensures every team member starts from a shared baseline, while still allowing mentorship to do what it does best: helping people apply that knowledge in the context of real projects.

We explore two major shifts behind that transformation.

First, the evolution of Lionakis’s Design Technology Boot Camp. What began as long, lecture-heavy training sessions has been reimagined into a more modular, learner-centered experience built around short, focused video lessons, hands-on exercises, and live, collaborative sessions. Along the way, Kristina shares what they’ve learned about attention, retention, and how to design learning that actually sticks.

Second, we look at how those same principles are being applied beyond Boot Camp to reshape how the firm teaches practice itself. From specifications and building envelope design to programming and coordination, Lionakis is moving away from ad hoc training toward a more strategic learning roadmap that captures core project knowledge, standardizes how it’s taught, and makes it accessible across the entire firm.

The goal is both simple and ambitious: to create a shared foundation that allows any team member, in any office, to step into any project and contribute with confidence, consistency, and clarity.

What emerges is a picture of a firm learning how to operate as a modern learning organization—where knowledge, learning, and practice are tightly connected, and where investment in learning is directly tied to the quality of the work.

If you’re thinking about how to scale expertise, support the next generation of talent, or move beyond training as a one-time event, this conversation offers a clear and compelling path forward.

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