Emerging Leaders Conference

Unlike the other three options (the BestPractices Conference, the HeadWaters Conference and the Blueprint for Excellence Retreat), the newest conference is open only to Emerging Leaders Academy members.

The conferences feature a combination of training sessions and facilitated problem-solving sessions led by Sam Allred and Tim Bartz. ELA participants have the opportunity to discuss those issues most pertinent to them, network with other emerging leaders, share innovative ideas and learn best practices and processes for managing their careers.

Emerging Leaders Conference Summer 2010

Participants joined us in Philadelphia this June for the ELC Summer Conference. As with previous ELA Conferences, this year's event featured more discussion than "lecture and receive."

		Sam Allred and Tim Bartz took participants through a series of exercises designed to challenge them to think as consultants for their firms. Participants also had the opportunity to share some unique and innovative ideas from their firms. Mark Welp discussed Ary, Roepcke & Mulchaey's CPR business development program. Michelle Zschech shared details of Seidel, Schroeder's succession plan. Bob Lawrence talked about BDO Canada's business transition plan offering. Sean Gilligan discussed Ashland Partners' 24-hour workflow process. Carl Saba shared Burr Pilger Mayer's unique ideas for their valuation practice.
Late in the afternoon, we got participants' hands and creative juices moving to build a patriotic tribute to their nation. Working as a team proved both a benefit and a liablity. At the end, we had some lovely creations to display.
Thank you to everyone who attended. We hope you went back to your firm with enthusiasm and a wealth of ideas and tools to guide your career and your firm.

Emerging Leaders Conference Winter 2010

The second Emerging Leaders Conference was held January 7-8 in St. Petersburg, Florida. Hoping for a tropical getaway, attendees were instead treated to 50 degree weather and rain. Fortunately the lively discussions kept everyone warm despite the weather.

		The conference was highly interactive and as participants moved through the seating arrangements they had the chance to network with participants from other firms. At one point for a fun break and a chance to analyze how we make assumptions about who comprises our team mates, participants built paper towers. Some of the entries were very creative. Participants gave the conference high marks and took home lots of new ideas to implement in their own firms. We hope to see you next year!

Emerging Leaders Conference Winter 2009

ELA members gave the first Emerging Leaders Conference very high marks. Participants took advantage of the opportunity to network with other emerging leaders from accounting firms across the US and Canada in a much more informal atmosphere than your typical conference.

The conference featured presentations by Sam Allred, Tim Bartz and Bob Bunting, interspersed with opportunities for discussion and group work.

After the first day, participants enjoyed the mild San Antonio evening at a reception on the hotel's patio. This was a great opportunity to relax and network with the speakers and other participants.

We hope everyone had a great time and brought back a wealth of ideas! Next year's conference will have a similar style with new topics and discussion. We look forward to seeing you in St. Petersburg, Florida on January 7-8, 2010.

Your Satisfaction Is Our Goal

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

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.