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Management Presentations

Upstream Academy tackles today’s hottest issues head-on in these one-hour virtual presentations. We’ll help your firm think strategically, understand vital principles and processes and achieve desired outcomes. 

Management Presentations

For one price, all individuals from the firm can participate in each one-hour webinar.  During the live presentation, participants can ask questions related to the topic and receive knowledgeable answers drawn from the presenter’s many years of experience consulting and interacting with hundreds of accounting firms around the world.

After each Management Presentation, registered firms automatically receive one year of access to the recorded on-demand webinar to share with firm members.

Upcoming Presentations

Management Presentations start at 10:00am Mountain (noon Eastern) and last one hour. CPE credit is available for all those who attend.   UAN Members get free access to all Management Presentations.  

Alternative Ownership Structures to Retain Future Leaders (Tuesday, May 7, 2024)

Many talented, ambitious and driven emerging leaders are opting out of firm ownership. So, does your ownership structure work if no one wants to join? Don’t lose your top talent by attempting to force them into the Baby Boomer (or even GenX) mold. Join Jeremy for a candid discussion of the pros and cons of alternate ownership structures. Learn pitfalls to avoid, safeguards to include and paths that create a win/win for both the new partners and your firm.

Target Audience: Partner / Partner Track
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Utilizing Firm Retreats Effectively (Thursday, June 27, 2024)

Away from the press of client needs, staff requests, ringing telephones, and unanswered emails, partner retreats offer a forum for celebrating past successes, clarifying your present position, and planning the future. The impact of partner retreats on the firm can’t be overemphasized. Unfortunately, firms often fail to seize this opportunity. Join us as Jeremy discusses common partner retreat mistakes and gives you solid tips on how to make your next retreat the best your firm has ever had.

Target Audience: Partner / Partner Track
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Creating Learning Tracks to Develop the Firm's Future (Wednesday, July 17, 2024)

Most firms want to develop a pipeline for top talent. But creating a plan for developing talent that’s comprehensive, while being flexible enough to cover the wide variety of firm members’ talents and paths can seem daunting. Let’s discuss how to take a strategic approach to talent development, leadership training, and succession planning. Learn to create customized learning paths that align with organizational goals, ensuring a robust pipeline of skilled professionals ready to navigate future challenges.

Target Audience: Partner / Partner Track / HR / Training and Development

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Partner Compensation: Moving from Book to Behaviors (Wednesday, August 28, 2024)

Few dispute that compensation has the potential to drive performance and significantly impact results obtained by firm partners. While no single best way exists to deal with all issues related to partner compensation, understanding and applying key principles and best practices can help you produce your desired results. Let’s talk about how to shift the focus from rewarding personal revenue generation to rewarding impactful behaviors that cultivate a culture of teamwork, mentorship, client development, and ultimately more long-term success.

Target Audience: Partner / Partner Track

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The Business Case for Reducing Hours and Increasing Focus (Tuesday, September 17, 2024)

Too often accounting professionals resort to adding hours to their work day to accomplish everything. This common practice seems to solve the short-term issue at hand, but does it actually improve productivity? Or does it simply create different issues and set everyone up for problems in the future? Let’s talk about the business case for taking a more strategic approach to hours, energy and focus, contributing to a positive and sustainable work environment.

Target Audience: Partner / Partner Track
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Use Generational Differences to Build a Better Firm (Tuesday, October 29, 2024)

The inescapable fact that multiple workplace generations create multiple perspectives can create both conflict and opportunity. Differences in views on flexibility, career path, schedule, and work style can make gulf between generations seem insurmountable. How can you mitigate the negatives and harness generational differences to build a more resilient and dynamic firm? Join Jeremy to discuss how to benefit from the unique characteristics of each generation and foster a collaborative environment that capitalizes on diverse perspectives, enhancing overall firm performance.

Target Audience: Partner / Partner Track

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It's Time to Run the Firm Like a Business (Wednesday, November 13, 2024)

As much as firms may want to treat firm members and clients as “family,” when all is said and done, your firm must remain profitable or everyone will be out on the street. Let’s discuss how to maintain a positive, collaborative culture while taking a business-oriented approach. We’ll explore how to make decision-making more strategic, how to align operational practices with business goals and how to foster a culture of efficiency, accountability, and sustainable growth.

Target Audience: Partner / Partner Track

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The Role of Analytics, AI, and Beyond in the Future of the Profession (Thursday, December 12, 2024)

Love it or hate it, tech will continue to have a major impact on firm processes and your ability to accurately analyze and improve performance. Let’s explore the impact of analytics, artificial intelligence (AI), and emerging technologies on firm operations, client service, and strategic decision-making. Gain insights into leveraging tech advancements to drive innovation, enhance client service, and stay competitive in a tech-driven era. Learn to leverage technology as a strategic asset for innovation and competitive advantage.

Target Audience: Partner / Partner Track

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Creating a Client Experience that Drives Value (Tuesday, January 14, 2025)

Claiming to provide excellent service doesn’t differentiate your firm – too many firms make this claim without taking the proactive approach that goes beyond traditional service delivery to ensure a client experience that “wows.” Let’s explore strategies to understand client needs, build strong relationships, and exceed client expectations. Learn to drive long-term loyalty and success by enhancing communication, anticipating client expectations, and differentiating your firm through a client-centric approach that focuses on exceptional client experiences from start to finish.

Target Audience: Partner / Partner Track

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Use Partner Evaluations to Improve Performance (Tuesday, February 11, 2025)

Everyone agrees they’re important, but few organizations conduct great performance evaluations. How do you give useful, honest feedback on performance that helps people grow their skills and develop their strengths? What’s the best way to connect evaluations to firm expectations and employee needs? Let’s explore effective methods for assessing partner performance, providing constructive feedback, and aligning individual contributions with firm goals. Learn to use partner evaluations as a tool for professional development and enhancing overall firm performance.

Target Audience: Partner / Partner Track

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Healthy Growth to Improve Profitability and Reduce Burnout (Thursday, May 8, 2025)

Growth for growth’s sake too often results in chasing clients who are not a good fit, taking on niches with no leverage, and burning out your firm’s talent. So how can you promote healthy growth? Let’s explore strategies for strategic growth, finding and courting the right client, investing time, talent and resources in the right development opportunities, and ensuring your top talent has the work they want and need to stay motivated and excited about their career.

Target Audience: Partner / Partner Track

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Satisfaction Guarantee

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

Cost

Stand-alone presentations: $350

Two-part series: $700

Three-part series: $1,050

UAN Members can attend all Management Presentations at no charge.

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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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.