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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 8-10 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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What’s the Best Use of Partner Time? |
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April 24 & May 16, 2012 |
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Where should your firm’s partners be spending their time? What five areas should they focus on that will provide the greatest value to the firm, both now and in the future? What are the worst uses of partner time and how do you avoid those dead ends? How should partner goals tie to where partner hours are being spent? These are just a few of the challenging questions we’ll address in this insightful and timely presentation. Please join us! |
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The Ten Worst Habits of Otherwise Good Leaders |
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June 4 & June 27, 2012 |
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What are the most common things otherwise good leaders repeatedly do that hold them back from reaching new heights and fulfilling their potential? What is the true impact of our bad habits on our careers, on those who look to us for leadership, and on the firm? What makes those bad habits so harmful, and what do we need to do to change and overcome them? You won’t want to miss this important presentation! |
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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.
- Artificial Harmony: The Elephant Is Still in the Room
- Avoiding the Communication Tax: The High Cost of Poor Communication
- Becoming the Employer of Choice in Your Market
- Building a Culture of Discipline in Your Firm
- Building Firm Loyalty: The Vital Keys
- Choosing to Remain Independent: What Will It Take to Stay the Course?
- Conducting an Effective Partner Retreat
- Conducting Meaningful 360° Evaluations
- Creating a Culture of Accountability in Your Firm
- Creating a Firm-Wide Culture of Continuous Learning
- Creating a Firm of Excellence
- Creating and Communicating a Shared, Compelling Firm Vision
- Creating and Implementing a Client Acceptance Policy
- Creating and Sustaining a Culture of Self-Accountability
- Dealing Effectively With High Maintenance Partners
- Dealing Effectively with Your Firm's Underperformers
- Developing Your Bench Strength: Effective Tools, Proven Strategies
- Eventually You’ll Run Out of Ledge: Proactive Ways to Reduce Your Team’s Stress
- Everybody Wins: Getting Partners to Pass Work to the Right Level
- Exceptional Client Service: Getting the Entire Firm on the Same Page
- Finding the Delicate Balance: Work and Life
- Firing Your D-Level Clients
- Firm Growth: Getting Your Partners Committed (and Excited!)
- Firm Success and Partner Goals: Making the Connection
- Getting Past Parity: Treating Your Best as the Best
- Getting Serious About Niches
- Giving Great Presentations: Hints, Tips and Strategy
- Hardworking, Loyal But Not a Star: Retaining Those Who Will Never Make Partner
- Hiring Your Firm's Future: What to Look for Today
- How Am I Doing? Evaluating Your Impact as Managing Partner
- How Do You Measure Up? Becoming a High Performing Firm
- Improving Communication within Your Firm
- Keeping Poor Performers: A Game Nobody Wins
- Key Principles and Best Practices for Partner Compensation
- Key Principles of Effective Coaching
- Making a Difference: What Every Coach Needs to Hear
- Making Partner Meetings the Best Meetings You Attend
- Making the Most of Every Team Member's Strengths and Talents
- Making Your Firm Governance Model Work For You, Not Against You
- Managing Partner Transition: Four Vital Keys for Success
- Mergers and Acquisitions: Things You’d Better Know and Understand
- 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
- Partner Evaluations: If Nothing Ever Changes What's the Point?
- Principles of Personal Development: Making the Most of Your Career
- Removing the Mystery from Your Path to Partner Program
- Sharpening Your Focus: The Top Five Issues for 2008
- Strategic Marketing: A Process That Makes a Difference
- Strategies for Turning Busy Season into Opportunity Season
- Stop Conducting Perfunctory Performance Reviews
- 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
- The Ten Worst Habits of Leaders
- Transition Planning for Retiring Partners
- Transitioning Clients at Partner Retirement: Getting It Right
- What Every Firm Needs to Know About Proactively Preparing for Busy Season
- What It Means to Be a High Performing Partner
- World Class Training: Getting Your Firm on Track
- Written Standards: Getting Beyond the Talk in Improving Performance
Have a suggestion for a topic you would like to see Sam tackle? Email us.
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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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