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Inside Public AccountingWho is Sam Allred?

Sam Allred has been regularly recognized as one of the major influencers of the accounting profession and has been listed for the past five years as one of IPA's "Most Recommended Consultants.”

If you are interested in more information on fees and availability, please contact Sam at sama@upstreamacademy.com or 406-457-7002.

 
       
Upcoming Speaking Engagements
 
   
Sam Allred's Bio

 

The Prime Symposium

 
  November 15-16 (Indianapolis, IN)  
 

Topic: Estabilishing a Culture of Partner Accountability

 
  Topic: Conducting an Effective Partner Retreat  
 
UACPA Winter Conference
  December 16 (Salt Lake City, UT)  
     
       
Topics      
Exceptional Client Service      
  • 10 Keys to Creating Raving Fans
  • Exceptional Client Service: Getting the Entire Firm on the Same Page
     

Business Development

     
  • Strategies for Turning Busy Season Into Opportunity Season
  • Creating a Firm-Wide Business Development Culture
  • The Marketing Process: Being a Consultant, Not a Vendor
  • How to Keep the Rain Coming in Future Years
  • Using Systems and Processes to Land Business
     

Personal Development

     
  • Keys to Continuous Learning
  • Using Time Wisely: Key Principles in Time Management
  • Personal Integrity: Avoiding the Pitfalls
  • Capitalizing on Personal Strengths and Talents
  • Performing Damage Control for Areas of Personal Weakness
  • Get Off Your Duff: Finish What You Start
  • Take Back Your Life! Maintaining Work/Life Balance as a Leader
  • Using a Personal Network to Enhance Your Career
     

Emerging Leader Development

     
  • Ownership: The Privileges and Responsibilities of Being a Shareholder
  • What It Means to Be a High Performing Partner
  • The Ten Worst Habits of Leaders
  • The 5 Biggest Barriers to Leadership
  • A Leader’s Responsibility in Effecting Change
  • New Partner Training: What the Best Firms Are Doing
     

Strategy

     
  • Serving “A” Clients: Moving Beyond Wishful Thinking
  • Planning Your Firm’s Future: Ten Things You Should Be Doing Right Now
  • The Process and Principles for Developing Highly Profitable Specialty Services
  • The Keys to Successful Mergers and Acquisitions
     

Firm Management

     
  • Building Firm Loyalty: The Vital Keys
  • Developing a Firm of Excellence
  • Moving Your Firm Away From Complacency
  • Creating and Sustaining a Culture of Self‐Accountability
  • Firm Unity: How to Create a One Firm Concept
  • Creating and Communicating a Shared, Compelling Firm Vision
  • Improving Communication within Your Firm
  • Firm Success and Partner Goals: Making the Connection
  • Ten Proven Ideas for Building Firm Culture
  • Building a Culture of Discipline in Your Firm
  • The Partner Sabbatical: A True Win/Win/Win
  • Making Partner Meetings the Best Meetings You Attend
  • Great Processes Make Great Firms
  • Partner Compensation: A Catalyst for Firm‐Wide Change
  • Moving Away From the Book of Business Culture
  • Conducting an Effective Partner Retreat
  • Dealing Effectively with Your Firm’s Underperformers
     

Succession Planning

     
  • Transitioning Clients at Partner Retirement: Getting It Right
  • Succession Planning: Getting Your Head Out of the Sand
  • The Proper Execution of a Succession Plan
  • Passing The Torch: The Vital Keys to Succession Planning
  • Making Every Senior Partner’s Last Years a Win/Win
     

People Development

     
  • Standing Apart: Quit Recruiting Like Every Other Firm on the Planet
  • Becoming the Employer of Choice in Your Market
  • Eventually You’ll Run Out of Ledge: Proactive Ways to Reduce Your Team’s Stress
  • Effective Delegation: How Leaders Help Others Grow
  • Hardworking, Loyal But Not A Star: Retaining Those Who Will Never Make Partner
  • Keeping Poor Performers: A Game Nobody Wins
  • The Strategy of Hope: A Poor Approach to Keeping Your Best People
  • Key Principles of Effective Coaching
  • World Class Training: Getting Your Firm on Track
  • Stop Conducting Perfunctory Performance Reviews
  • Conducting Meaningful 360° Evaluations
     

 

Recent Speaking Engagements

UACPA Winter Conference Salt Lake City, UT December 2011
The Prime Symposium Indianapolis, IN November 2011
BestPractices Conference Chicago, IL October 2011
AICPA Map Medium Size Network Group Jacksonville, FL October 2011
Leading Edge Alliance Managing Partner’s Conference New Orleans, LA October 2011

CPAmerica Leading Partner Retreat

Boston, MA September 2011
Association for Accounting Administration’s 2011 National Practice Management Conference Loiusville, KY June 2011
University of Montana - Helena Graduation Helena, MT May 2011
PKF NAN Leadership Development Program Atlanta, GA November 10
AGN Graduate School MAP Seminar Chicago, IL November 10
BestPractices Conference 2010 San Antonio, TX October 10
HeadWaters Leadership Conference Park City, UT July 10
CPA Associates Indianapolis, IN May 10
Deltek Conference Washington, DC May 10
CPAmerica Partner Huddle Philadelphia, PA May 10
MSCPA Industry Conference Helena, MT March 10
Helena Builders Association Helena, MT February 10
UACPA Annual Conference Salt Lake City, UT December 09
PKF NAN Leadership Workshop Atlanta, GA November 09
Upstream Academy BestPractices 2009 San Antonio, TX October 09
CPAmerica International 2009 Leading Partner’s Retreat Orlando, FL September 09
Leadership Montana Helena, MT September 09
PKF 2009 Canadian Partners’ Conference Calgary, Alberta September 09
SBA Women’s Conference West Yellowstone, MT August 09
HeadWaters Conference 2009 Park City, UT July 09
BKR International’s Americas Regional Meeting Orlando, FL June 09
AAA National Practice Management Conference Denver CO June 09
PKF NAN Managing Partners Conference Naples, FL May 09
Emerging Leaders Conference San Antonio, TX January 09
PKF NAN Leadership Development Atlanta, GA November 08
Upstream Academy BestPractices 2008 Providence, RI October 08
PKF Business Development & Marketing Fly-In Chicago, IL September 08
AZ Leaders Conference Seely, MT September 08
Upstream Academy's HeadWaters Conference Park City, UT July 08
AAA Practice Management Conference 2008 Dallas, TX June 08
AICPA MAP Medium Firm Network Group Chicago, IL April 08
Helena Chamber Leadership Forum Helena, MT April 08
2008 Helena Chamber of Commerce Banquet Helena, MT January 08
Management Summit 2008 Las Vegas, NV January 08
IGAF Managing Partners Conference Philadelphia, PA November 07
PKF Leadership Program Atlanta, GA November 07
Upstream Academy's BestPractices Conference San Antonio, TX October 07
Southwest Practice Management Group Meeting Nashville, TN October 07
PKF Passing the Torch Workshop Chicago, IL October 07
CPAmerica International Firm Administration Roundtable & Leading Partners Retreat Cleveland, OH September 07
PKF – The Big Event 2007 Mystic, CT July 07
Upstream Academy's HeadWaters Conference Park City, UT July 07
AAA 2007 National Practice Management Conf. Providence, RI June 07
CPA Associates Managing Partner Conference
Sacramento, CA
May 07
McGladrey NET Group Conference
Denver, CO
May 07
PracticeWise Conference
Phoenix, AZ
April 07
Management Summit Conference
Las Vegas, NV
January 07
New England Practice Management

Hartford, CT

November 06
MNCPA Tax Conference
Minneapolis, MN
November 06
Leading Edge Alliance Conference
Miami, FL
October 06
Institute of Chartered Accountants
Scotland
September 06
PKF Leadership Program
Calgary, AB
September 06