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Upcoming Management Presentation Registration |
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Past Presentations Available for Purchase |
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Past Presentation Order Form |
Upcoming Presentations
Sam Allred presents 6-8 topics a year and each topic is presented on two dates. To ensure that as many people as possible receive value from your firm’s involvement in these presentations, there is no limit to the number of individuals from the firm who can participate in each conference call and firms can participate on either or both dates. During the call, participants can ask questions related to the topic and receive knowledgeable answers drawn from Sam’s many years of experience consulting and interacting with hundreds of accounting firms around the world.
After each Management Presentation, registered firms automatically receive a copy of the PowerPoint on CD, with embedded audio recorded during the conference call. The CD makes it easy to share the presentation later on with those unable to attend the live session.
Management Presentations start at 10:00am Mountain Time (noon Eastern Time) and last one hour. CPE credit is available for those who attend the live presentation.
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Making Partner Meetings the Best Meetings You Attend |
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May 6 & 22, 2008 |
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Partner meetings ought to be the most productive meetings we attend. Unfortunately, this is seldom the case in all too many firms. What changes do you need to make to ensure that partner meeting time is spent productively, that key issues are openly and honestly discussed, and that sound decisions are made and properly implemented? Join us for this vital presentation and learn what you can do to dramatically improve your owner meetings.
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Keeping Poor Performers: A Game Nobody Wins |
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July 8 & 30, 2008 |
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In today’s ever more challenging labor market, it’s easy to justify hanging onto someone you really ought to let go; how else is all the work going to get done? But what’s the true impact—on clients, on coworkers, on the firm as a whole—when you keep a poor performer on the payroll? How can letting someone go be a win for everyone, including the departing employee? Join us for this presentation and find out the answers to these and other important questions! |
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Hardworking, Loyal But Not a Star: Retaining Those Who Will Never Make Partner |
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August 5 & 28, 2008 |
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Description coming soon!
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Past Presentations
Past Management Presentations, covering a wide range of topics, are available for purchase on CD. Each CD contains the PowerPoint with embedded audio recorded during the live presentation. The PowerPoint is perfect for training within the firm.
- Building a Culture of Discipline in Your Firm
- Building Firm Loyalty: The Vital Keys
- Conducting an Effective Partner Retreat
- Conducting Meaningful 360° Evaluations
- Creating a Culture of Accountability
- Creating a Firm of Excellence
- Creating and Communicating a Shared, Compelling Firm Vision
- Creating and Sustaining a Culture of Self-Accountability
- Dealing Effectivley with Your Firm's Underperformers
- Finding the Delicate Balance: Work and Life
- Firing Your D-Level Clients
- Getting Serious About Niches
- Improving Communication within Your Firm
- Key Principles of Effective Coaching
- Moving Away from the Book of Business Culture
- New Partner Training: What the Best Firms Are Doing
- Ownership: The Privileges and Responsibilities of Being a Shareholder
- Partner Compensation: A Catalyst for Firm-Wide Change
- Sharpening Your Focus: The Top Five Issues for 2008
- Stop Conducting Perfunctory Performance Reviews
- Strategies for Turning Busy Season into Opportunity Season
- Succession Planning: The Vital Keys To Success
- Ten Keys to Creating Raving Fans
- Ten Proven Ideas for Building Firm Culture
- The Partner Sabbatical: A True Win/Win/Win
- Transition Planning for Retiring Partners
- Transitioning Clients at Partner Retirement: Getting It Right
- World Class Training: Getting Your Firm on Track
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Your Satisfaction Is Our Goal
As with everything Upstream Academy does, your satisfaction is guaranteed. If you are not completely satisfied with the value you receive, we will, at your option, either refund your money or accept a portion of those fees that reflects your level of satisfaction.
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