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Blueprint for Excellence Retreats

 

When and where will Blueprint for Excellence Retreats be held this year?

 

What will I learn at a Blueprint for Excellence Retreat?

Blueprint for Excellence is a proven program that helps firms overcome significant barriers and achieve excellence through a process of continuous improvement.  The Blueprint program blends training, mentoring, processes, and tools to produce both immediate and long-term results for your firm.  Here are some of the things you’ll learn at a Blueprint retreat:

  • how to create a firm vision and a strategy that will motivate everyone to give their best effort
  • how to set meaningful goals, identify goal benefits and factors that will influence goal achievement, organize tasks, establish and maintain accountability, and track progress toward accomplishing your goals
  • how to produce an ongoing report card on how well your firm is doing in such key non-financial business areas as marketing, firm leadership, and firm administration
  • how to remove complacency, instill a passion for continuous improvement in your employees, and create a high achievement culture in your firm
  • how to eliminate false starts and slow roads to nowhere by taking a “leave nothing to chance” approach to firm initiatives and projects

How will I be taught?

The retreat combines detailed instruction, peer interaction with leaders in other CPA firms, and take-home tools to aid in implementing what you learned at the retreat.  To get the most out of the retreat, at least two people from your firm need to attend together.

Who will be the instructor?

Sam M. Allred is the instructor for the Blueprint for Excellence workshops.  Sam is the Founder and Director of Upstream Academy and a Shareholder at Anderson ZurMuehlen & Co.  For the past six years, Sam has been named by Accounting Today as one of the top 100 most influential people in the accounting profession. 

 

     

Here's What Past Attendees Have Told Us About Blueprint Retreats

 
 

Your Satisfaction Is Our Goal

As with everything Upstream Academy does, your satisfaction with Blueprint for Excellence Retreats is guaranteed. If you are not completely satisfied with the value you receive, we will, at your option, either refund your money or accept the portion of those fees that reflects your level of satisfaction.

 
 
         

 

CPE Sponsor

Upstream Academy will recommend 16 hours of CPE credit for participation in this workshop. Prerequisite: None Skill Level: Overview

Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting the web site: www.nasba.org.