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.
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.
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.
Relying on working more hours to generate more revenue limits both flexibility and scalability. Let’s explore some innovative ways to build recurring or passive income through advisory, tech services, training programs, and other nontraditional approaches. Jeremy will share real firm examples of how to develop “off-the-clock” revenue and analyze how to test and launch similar ideas.
Target Audience: Partner / Partner Track
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Technical skills alone aren’t enough to create trusted advisors. So how can you embed advisory thinking throughout your team from the very beginning, creating professionals who see beyond the numbers to help clients achieve their goals? Let’s explore practical ways to train staff to think beyond compliance work, engage in meaningful client conversations, and connect financial data to business decisions.
Target Audience: Partner / Partner Track
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Leadership transitions are among the most critical moments in a firm’s lifecycle, impacting stability, morale, profitability, and culture. John Sensiba will share his recent experience with transitions to help you identify potential successors, develop essential leadership skills in them, and execute a smooth managing partner succession that preserves your firm’s legacy and momentum.
Target Audience: Partner / Partner Track
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Accountability begins at the top but can be difficult to define and enforce effectively – especially among peers. Let’s take a candid look at what it takes to build genuine accountability at the partner level. We’ll explore how to identify and set collective expectations, address performance gaps, and reinforce behaviors that support firm goals without harming relationships or morale.
Target Audience: Partner / Partner Track
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Your firm certainly has staunch supporters, but how can you cultivate raving fans – clients who are so enthusiastic about your work and how well you do it that they brag about you to anyone who will listen? Let’s discuss how to transform loyal clients into raving fans (and keep them raving).
Target Audience: Partner / Partner Track
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When do persistence, resolve, and a never-say-never attitude become a liability? Clinging to outdated processes and failing strategies drains resources, stifles innovation, and saps morale. Let’s identify when it’s time to pivot, abandon ineffective initiatives, or embrace new directions. Jeremy will discuss how strategic quitting can free up resources, unlock innovation, and send your firm in new, more strategic directions.
Target Audience: Partner / Partner Track
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Weigh in! This member-driven session invites you to explore a topic you select through our June member survey. Whether focused on leadership, team development, client service, or growth, the discussion will focus on practical strategies that can be implemented immediately to strengthen your firm and people.
Target Audience: Partner / Partner Track
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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.
Stand-alone presentations: $400
Two-part series: $800
Three-part series: $1,200
UAN Members can attend all Management Presentations at no charge.
