Upcoming Management Presentation Registration		Past Presentations Available for Purchase		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.

		How Am I Doing? Evaluating Your Impact as Managing Partner
		July 22 & July 28, 2010
		Most managing partners sincerely want to know how they’re doing. Unfortunately, few firms have a well-defined process in place for providing feedback. What are the managing partner’s most important responsibilities, and how should they be addressed in the evaluation process? What criteria should be used to evaluate a managing partner’s performance? Who should do the evaluation, and how should it be conducted? Join us for this important presentation, designed especially for managing partners.
		Making Your Firm Governance Model Work For You, Not Against You
		August 10 & August 13, 2010
		Firm governance is all about making good decisions. What are the biggest challenges in firm governance, and what can you do about them? Which systems work best for small firms, large firms and those in-between? Which decisions do all partners need to weigh in on? What best practices should you follow in firm governance, and how do you make the transition from one system to another? Don’t miss this presentation!

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
• Conducting an Effective Partner Retreat
• Conducting Meaningful 360° Evaluations
• Creating a Culture of Accountability
• Creating a Firm-Wide Culture of Continuous Learning
• Creating a Firm of Excellence
• Creating and Communicating a Shared, Compelling Firm Vision
• Creating and Sustaining a Culture of Self-Accountability
• Dealing Effectively with Your Firm's Underperformers
• Eventually You’ll Run Out of Ledge: Proactive Ways to Reduce Your Team’s Stress
• Exceptional Client Service: Getting the Entire Firm on the Same Page
• Finding the Delicate Balance: Work and Life
• Firing Your D-Level Clients
• Firm Success and Partner Goals: Making the Connection
• 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 Do You Measure Up? Becoming a High Performing Firm
• Improving Communication within Your Firm
• Keeping Poor Performers: A Game Nobody Wins
• Key Principles of Effective Coaching
• Making Partner Meetings the Best Meetings You Attend
• Making the Most of Every Team Member's Strengths and Talents
• 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.