Eligibility:Only Upstream Academy Network members in good standing are eligible for enrollment. The program is specifically designed for the primary leader in the firm. Because we believe that succession planning is a vital responsibility of leaders, firms may also enroll the person who will assume firm leadership in the near future.
Annual Meeting: The first annual meeting will be held in Scottsdale, Arizona February 2 & 3. The group will meet from noon on the first day to noon on the second day to discuss in depth the key issues and best practices relevant to those in firm leadership roles. To allow everyone an opportunity to network with other participants, Upstream will host lunch on both days and dinner on day one. For those interested, Upstream will also arrange golf following lunch on the second day.
Conference Calls: Three conference calls during the year will address key issues facing managing partners. Topics will be determined by the group (via survey). The hour-long calls will begin with a presentation on the topic, followed by facilitated interaction. The calls will be recorded and an audio CD will be sent to each member of the group for the benefit of those who are unable to attend the call. The next two conference calls are scheduled for August 28 and November 5.
Fees:The annual fee for participating in MPA will be $2,000 and will cover all costs for the year with the exception of personal travel and lodging costs and golf for the annual meeting. An additional person from the same firm can participate ($1,000 per year) if he/she will be assuming the managing partner role in the near future.
For further details regarding fees and availability, please contact Sam at 406-495-1850 or sama@upstreamacademy.com
As with everything Upstream Academy does, your satisfaction with Managing Partner 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 a portion of those fees that reflects your level of satisfaction.
