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Career Development Series

Understand and embrace concepts vital to your firm’s success and to your individual career. Our Career Development Series is designed to help accounting firms provide vital skill development training to firm members at multiple levels.

Career Development Series

Series run June through January each year

Each year we present several series geared toward specific firm levels: Operational Professional, pre-Manager, Manager and Partner.

Each series of eight one-hour webinars includes tools for generating discussion and encouraging immediate implementation of lessons learned, establishing a skill development process of listening to learn, learning to do and doing to become.

To ensure that as many people as possible receive value from your firm’s involvement in each series, there’s no limit to the number of individuals at that firm level who can participate in each webinar. 

Two weeks after the session, the firm also receives access to on-demand training to allow those unable to attend the live version the opportunity to catch up (and receive CPE). Participants will have one year to request CPE in this way.

 

Cost

To ensure that as many people as possible receive value from your firm’s participation in each series, there is no limit to the number of individuals at the firm level who may join us for each webinar.

$2,200 per firm ($1,800 for UAN members)

for Pre-Manager

Sessions held at 11 a.m. Eastern, 10 a.m. Central, 9 a.m. Mountain, 8 a.m. Pacific

As a professional in the changing field of public accounting, you have the opportunity to make a positive impact on the firm, your firm members and clients’ businesses. To make the most of your career you need to proactively and consistently improve your skills, confidence and ability.  This series will introduce you to the skills you’ll need for career development and best practices for continuous improvement.

June 24, 2022

As part of a firm, you have responsibilities at three levels – your team, your service area and your firm. Do you have the information you need to help all three succeed? Do you understand your firm’s offerings, experts, vision, and strategic plan? Let’s discuss what you need to know to function as contributing member of a successful firm.

  • Understand what you should know
  • Find the information
  • Find the people

July 8, 2022

Too many people equate business development with selling – creating discomfort for many and discouraging some of our best and brightest from advancing in their careers. It’s time for a new paradigm, one that emphasizes team effort and focuses on BD as an extension of serving clients. Join us to explore ways to help your career by helping clients with a team approach.

  • Identify and cultivate your BD strengths
  • Bring value to every interaction
  • Recognize the power of relationships

August 18, 2022

Each person has a unique combination of strengths and talents, and playing to strengths will always produce the best results, both individually and for the firm. But how do you do that? Let’s discuss how to identify your greatest strengths and then use those strengths to better serve clients and build the firm.

  • Understand the roles of strengths and weaknesses
  • Identify your strengths
  • Develop your strengths to benefit your career and the firm

September 22, 2022

Don’t be intimidated by the term “executive presence.” It sounds like some mysterious ability to innately know how to act like an executive. But good news: it’s a skill, not a talent, which means you can learn, practice and improve. Let’s cultivate your executive presence so you can more easily inspire confidence, create unity and move toward your firm’s vision.

  • Evaluate your current presence through feedback
  • Avoid pitfalls to professionalism
  • Work on corresponding skills

October 27, 2022

We’ve talked about developing your strengths, now let’s talk about how to mitigate negative effects of personal weaknesses. What habits, traits and areas are holding you back from your full potential? How can you gain strength in these areas and/or find ways to work around these areas by taking a team approach that allows everyone to utilize strengths?

  • Analyze and identify weaknesses holding you back
  • Determine how to mitigate negative effects
  • Find strategies for a team approach

November 14, 2022

How well do you understand the mechanics and metrics behind your firm’s success? As part of a firm, you need to understand the performance standards everyone is expected to meet. Let’s discuss firm structure, governance, metrics and responsibilities – and how your firm’s standards tie into firm tracking, promotions and profitability.

  • Understand firm structures and governance
  • Recognize key metrics and elements of success
  • Learn roles across the firm

December 12, 2022

Marketing and business development go hand-in-hand, but they’re not the same. Let’s talk about the link between the two and how you can build business by creating effective marketing through expertise. Heath will focus on the impact marketing can have on your career, your clients and your firm.

  • Understand marketing and business development
  • Recognize the power in knowledge
  • Develop impactful marketing plans and activities

January 17, 2023

You communicate every day, but in our increasingly virtual world, communication becomes more hazardous as professionals struggle to convey tone, meaning and relationship successfully. Effectively and appropriately communicating vital information to clients, peers and firm leaders is vital to your career. Let’s discuss some key components of better communication.

  • Understand how communication can impact your firm and your career
  • Connect to others and choose effective communication styles
  • Determine the right communication tools

June 24, 2022

As part of a firm, you have responsibilities at three levels – your team, your service area and your firm. Do you have the information you need to help all three succeed? Do you understand your firm’s offerings, experts, vision, and strategic plan? Let’s discuss what you need to know to function as contributing member of a successful firm.

  • Understand what you should know
  • Find the information
  • Find the people

July 8, 2022

Too many people equate business development with selling – creating discomfort for many and discouraging some of our best and brightest from advancing in their careers. It’s time for a new paradigm, one that emphasizes team effort and focuses on BD as an extension of serving clients. Join us to explore ways to help your career by helping clients with a team approach.

  • Identify and cultivate your BD strengths
  • Bring value to every interaction
  • Recognize the power of relationships

August 18, 2022

Each person has a unique combination of strengths and talents, and playing to strengths will always produce the best results, both individually and for the firm. But how do you do that? Let’s discuss how to identify your greatest strengths and then use those strengths to better serve clients and build the firm.

  • Understand the roles of strengths and weaknesses
  • Identify your strengths
  • Develop your strengths to benefit your career and the firm

September 22, 2022

Don’t be intimidated by the term “executive presence.” It sounds like some mysterious ability to innately know how to act like an executive. But good news: it’s a skill, not a talent, which means you can learn, practice and improve. Let’s cultivate your executive presence so you can more easily inspire confidence, create unity and move toward your firm’s vision.

  • Evaluate your current presence through feedback
  • Avoid pitfalls to professionalism
  • Work on corresponding skills

October 27, 2022

We’ve talked about developing your strengths, now let’s talk about how to mitigate negative effects of personal weaknesses. What habits, traits and areas are holding you back from your full potential? How can you gain strength in these areas and/or find ways to work around these areas by taking a team approach that allows everyone to utilize strengths?

  • Analyze and identify weaknesses holding you back
  • Determine how to mitigate negative effects
  • Find strategies for a team approach

November 14, 2022

How well do you understand the mechanics and metrics behind your firm’s success? As part of a firm, you need to understand the performance standards everyone is expected to meet. Let’s discuss firm structure, governance, metrics and responsibilities – and how your firm’s standards tie into firm tracking, promotions and profitability.

  • Understand firm structures and governance
  • Recognize key metrics and elements of success
  • Learn roles across the firm

December 12, 2022

Marketing and business development go hand-in-hand, but they’re not the same. Let’s talk about the link between the two and how you can build business by creating effective marketing through expertise. Heath will focus on the impact marketing can have on your career, your clients and your firm.

  • Understand marketing and business development
  • Recognize the power in knowledge
  • Develop impactful marketing plans and activities

January 17, 2023

You communicate every day, but in our increasingly virtual world, communication becomes more hazardous as professionals struggle to convey tone, meaning and relationship successfully. Effectively and appropriately communicating vital information to clients, peers and firm leaders is vital to your career. Let’s discuss some key components of better communication.

  • Understand how communication can impact your firm and your career
  • Connect to others and choose effective communication styles
  • Determine the right communication tools

for Managers

Sessions held at 1 p.m. Eastern, 12 p.m. Central, 11 a.m. Mountain, 10 a.m. Pacific

One of the most pivotal (but challenging) points in an accounting career is the advancement to Manager. When you become a Manager, you accept greater responsibility for the success of both your team and the firm.  Implied in this commitment is your best effort to proactively improve both your skills and your ability to contribute to firm success. 

June 24, 2022

As a professional, feedback is vital. You can’t advance, if you don’t know where you are now. Unfortunately, many people become defensive, failing to recognize the huge benefit honest appraisals make on their careers. So, how do you prepare for a candid conversation, use insights gained and ensure you can continue to receive the feedback you need?

  • Prepare yourself for feedback
  • Solicit the right feedback from the right assessor
  • Take steps to ensure continual input and growth

July 8, 2022

Change takes work and leading a firm initiative can feel like an up-hill battle, if not approached strategically, planned with a one-firm approach, bolstered by advocates, and pushed to completion. Following a process for change can help make an initiative successful for the firm and rewarding for your career.

  • Create a vision for the initiative and recruit advocates
  • Ensure early success
  • Systemize what you have created

August 18, 2022

Achieving shareholder status is almost always the product of years of continuous improvement and hard work. Those who advance to partner often start thinking like an owner long before they gain the title. What does this entail? What is expected of you and how can you advance your career by embracing this viewpoint now?

  • Understand the characteristics of an ideal owner
  • Safeguard firm resources
  • Find ways to help the firm succeed

September 22, 2022

Too often professionals start (and continue) down the wrong path simply because they’re answering the wrong questions. They assume they know what the client needs, the employee wants or firm leaders value and are surprised when their solutions are off the mark. Let’s talk about framing better questions to ensure you are working toward the right solutions.

  • Reframe your view of the question’s goal
  • Brainstorm for better questions
  • Form insightful follow-up questions

October 27, 2022

The competition for your time and energy is intense. When everything feels urgent and important, days can pass without any feeling of accomplishment, progress or growth. So how do you get out of the crisis mode without adding more hours to your already full day? Let’s discuss practical, actionable ways to get off the hamster wheel.

  • Set and manage priorities
  • Spend time in Quadrant II
  • Practice monkey management

November 14, 2022

Taking a position on a board can not only help the organization, but also help your firm and your career – but accepting the wrong position can negatively impact your time, energy and reputation. So how do you assess a position and once selected how can you maximize the benefits to you, your firm and the organization?

  • Analyze an organization’s board
  • Determine your role on the board
  • Find the right ways to contribute productively

December 12, 2022

BD meetings are often dull and unproductive (both for you and the client), rather than engaging, advisory discussions about client needs that cement client relationships, bring in business and help clients solve problems (they may not even know they have). Let’s talk about how to plan and lead a productive BD meeting that results in win-win for you and the client.

  • Plan and prepare for meetings
  • Adopt an advisory mindset
  • Work with client to create a win-win relationship

January 17, 2023

B & C clients don’t deserve the same level of service as A-Level clients. But if served strategically, they can do more than provide a steady stream of work. Rather than continuing to give mid-level service for mid-level work, can you get them to the next level? And if they won’t ever become A-level, can they still play a vital role?

  • Analyze your B & C clients
  • Determine steps to service or upgrade each client
  • Assign the right resources to maximize each relationship

June 24, 2022

As a professional, feedback is vital. You can’t advance, if you don’t know where you are now. Unfortunately, many people become defensive, failing to recognize the huge benefit honest appraisals make on their careers. So, how do you prepare for a candid conversation, use insights gained and ensure you can continue to receive the feedback you need?

  • Prepare yourself for feedback
  • Solicit the right feedback from the right assessor
  • Take steps to ensure continual input and growth

July 8, 2022

Change takes work and leading a firm initiative can feel like an up-hill battle, if not approached strategically, planned with a one-firm approach, bolstered by advocates, and pushed to completion. Following a process for change can help make an initiative successful for the firm and rewarding for your career.

  • Create a vision for the initiative and recruit advocates
  • Ensure early success
  • Systemize what you have created

August 18, 2022

Achieving shareholder status is almost always the product of years of continuous improvement and hard work. Those who advance to partner often start thinking like an owner long before they gain the title. What does this entail? What is expected of you and how can you advance your career by embracing this viewpoint now?

  • Understand the characteristics of an ideal owner
  • Safeguard firm resources
  • Find ways to help the firm succeed

September 22, 2022

Too often professionals start (and continue) down the wrong path simply because they’re answering the wrong questions. They assume they know what the client needs, the employee wants or firm leaders value and are surprised when their solutions are off the mark. Let’s talk about framing better questions to ensure you are working toward the right solutions.

  • Reframe your view of the question’s goal
  • Brainstorm for better questions
  • Form insightful follow-up questions

October 27, 2022

The competition for your time and energy is intense. When everything feels urgent and important, days can pass without any feeling of accomplishment, progress or growth. So how do you get out of the crisis mode without adding more hours to your already full day? Let’s discuss practical, actionable ways to get off the hamster wheel.

  • Set and manage priorities
  • Spend time in Quadrant II
  • Practice monkey management

November 14, 2022

Taking a position on a board can not only help the organization, but also help your firm and your career – but accepting the wrong position can negatively impact your time, energy and reputation. So how do you assess a position and once selected how can you maximize the benefits to you, your firm and the organization?

  • Analyze an organization’s board
  • Determine your role on the board
  • Find the right ways to contribute productively

December 12, 2022

BD meetings are often dull and unproductive (both for you and the client), rather than engaging, advisory discussions about client needs that cement client relationships, bring in business and help clients solve problems (they may not even know they have). Let’s talk about how to plan and lead a productive BD meeting that results in win-win for you and the client.

  • Plan and prepare for meetings
  • Adopt an advisory mindset
  • Work with client to create a win-win relationship

January 17, 2023

B & C clients don’t deserve the same level of service as A-Level clients. But if served strategically, they can do more than provide a steady stream of work. Rather than continuing to give mid-level service for mid-level work, can you get them to the next level? And if they won’t ever become A-level, can they still play a vital role?

  • Analyze your B & C clients
  • Determine steps to service or upgrade each client
  • Assign the right resources to maximize each relationship

for Partners

Sessions held at 3 p.m. Eastern, 2 p.m. Central, 1 p.m. Mountain, 12 p.m. Pacific

Making partner is a huge achievement, but the journey doesn’t end with admittance to the partner group. For the firm to be successful, each partner needs to take seriously both their career advancement – and the development of other firm leaders. Let’s discuss how to ensure you remain someone the partner group would pick over and over to join their ranks.

June 24, 2022

Recently many firms have embraced a work environment that combines work-from-anywhere with work-from-the-office. This hybrid approach provides both benefits and hazards. Join us for a discussion how to avoid the pitfalls, maximize the benefits and maintain strong relationships and an engaged, connected workforce when you are not always face-to-face.

  • Recognize and mitigate negative effects
  • Maximize potential benefits
  • Proactively make changes to processes and practices impacted

July 8, 2022

Your firm collects an enormous amount of data. Let’s talk about how using data can help you determine where and how to invest your business development time to see your best results. Data can help you identify client (and prospect) needs, uncover cross-serving opportunities, and find new clients, so you can proactively bring advisory ideas to almost any situation.

  • Find the data you have
  • Generate ideas to gather data you need
  • Effectively leverage data

August 18, 2022

Many partners continue to do work someone else could do, in part because of difficulty finding someone with desire, talent and capacity to take work. The result? Less experienced firm members are denied growth opportunities, everyone remains securely in comfort zones, and partner potential is stymied. Let’s talk about strategies to move work to the right level.

  • Determine what to delegate
  • Help the right person find time to take the right work
  • Practice monkey management

September 22, 2022

As firms move to a flexible environment with new, more mobile workforce, it can be difficult to build and maintain a cohesive culture. Let’s talk about how to analyze and strengthen your culture so it becomes more easily spread to newcomers, engaging for current employees and resilient when under pressure from departures.

  • Recruit and on-board into your culture
  • Strengthen your culture for retention
  • Ensure losing people doesn’t create lost morale

October 27, 2022

A-Level clients deserve an exceptional experience whenever they interact with your firm. Do your best clients see your relationship as mostly transactional and output-focused? Or do they rave about how you have positively impacted their business? Let’s talk about how to create an exceptional, proactive, advisory client experience so you not only retain your best clients, but turn them into raving fans.

  • Select the right clients for A-level service
  • Create a custom client service plan for your best clients
  • Ensure every interaction is a “wow” experience

November 14, 2022

A Level 5 leader builds greatness through a paradoxical blend of personal humility and professional will. Not everyone can achieve this perfect mix, but your firm needs those who achieve this balance to build future leaders and continue the firm. During this session we’ll discuss the two sides of this equation and why it matters.

  • Exhibit personal humility
  • Show professional will
  • Use leadership to build more leaders

December 12, 2022

Performance evaluations are the perfect opportunity to provide the feedback needed to refocus the efforts of those who need direction, and provide inspiration and renewed purpose to those who are doing well. Stop treating evaluations as a necessary evil and instead harness the evaluation’s potential for positive change. Let’s talk about how to evaluate more purposefully.

  • Understand components of a good evaluation
  • Connect evaluations to firm expectations and employee needs
  • Give feedback that helps people grow

January 17, 2023

Done properly, client transitions strengthen the client’s relationship with the firm and provide development of younger staff. So what can you do to ensure the process is smooth, effective, timely and efficient? Join us for a discussion of your role in an ideal client transition that transfers the relationship along with the revenue.

  • Determine who and when to transfer
  • Help build the relationship prior to the transfer
  • Proactively assist with client knowledge transfer

June 24, 2022

Recently many firms have embraced a work environment that combines work-from-anywhere with work-from-the-office. This hybrid approach provides both benefits and hazards. Join us for a discussion how to avoid the pitfalls, maximize the benefits and maintain strong relationships and an engaged, connected workforce when you are not always face-to-face.

  • Recognize and mitigate negative effects
  • Maximize potential benefits
  • Proactively make changes to processes and practices impacted

July 8, 2022

Your firm collects an enormous amount of data. Let’s talk about how using data can help you determine where and how to invest your business development time to see your best results. Data can help you identify client (and prospect) needs, uncover cross-serving opportunities, and find new clients, so you can proactively bring advisory ideas to almost any situation.

  • Find the data you have
  • Generate ideas to gather data you need
  • Effectively leverage data

August 18, 2022

Many partners continue to do work someone else could do, in part because of difficulty finding someone with desire, talent and capacity to take work. The result? Less experienced firm members are denied growth opportunities, everyone remains securely in comfort zones, and partner potential is stymied. Let’s talk about strategies to move work to the right level.

  • Determine what to delegate
  • Help the right person find time to take the right work
  • Practice monkey management

September 22, 2022

As firms move to a flexible environment with new, more mobile workforce, it can be difficult to build and maintain a cohesive culture. Let’s talk about how to analyze and strengthen your culture so it becomes more easily spread to newcomers, engaging for current employees and resilient when under pressure from departures.

  • Recruit and on-board into your culture
  • Strengthen your culture for retention
  • Ensure losing people doesn’t create lost morale

October 27, 2022

A-Level clients deserve an exceptional experience whenever they interact with your firm. Do your best clients see your relationship as mostly transactional and output-focused? Or do they rave about how you have positively impacted their business? Let’s talk about how to create an exceptional, proactive, advisory client experience so you not only retain your best clients, but turn them into raving fans.

  • Select the right clients for A-level service
  • Create a custom client service plan for your best clients
  • Ensure every interaction is a “wow” experience

November 14, 2022

A Level 5 leader builds greatness through a paradoxical blend of personal humility and professional will. Not everyone can achieve this perfect mix, but your firm needs those who achieve this balance to build future leaders and continue the firm. During this session we’ll discuss the two sides of this equation and why it matters.

  • Exhibit personal humility
  • Show professional will
  • Use leadership to build more leaders

December 12, 2022

Performance evaluations are the perfect opportunity to provide the feedback needed to refocus the efforts of those who need direction, and provide inspiration and renewed purpose to those who are doing well. Stop treating evaluations as a necessary evil and instead harness the evaluation’s potential for positive change. Let’s talk about how to evaluate more purposefully.

  • Understand components of a good evaluation
  • Connect evaluations to firm expectations and employee needs
  • Give feedback that helps people grow

January 17, 2023

Done properly, client transitions strengthen the client’s relationship with the firm and provide development of younger staff. So what can you do to ensure the process is smooth, effective, timely and efficient? Join us for a discussion of your role in an ideal client transition that transfers the relationship along with the revenue.

  • Determine who and when to transfer
  • Help build the relationship prior to the transfer
  • Proactively assist with client knowledge transfer

for Operational Professionals

Sessions held at 2 p.m. Eastern, 1 p.m. Central, 12 p.m. Mountain, and 11 a.m. Pacific

Our profession is unique and making a positive impact on the firm and your firm members means understanding what makes accounting firms tick and your role in the firm’s success.  During this series, we’ll focus on how you as an operational professional (HR, L&D, COO, Firm Administrator, etc.) can make the most of your career by proactively and consistently improving your skills, confidence and ability. 

June 22, 2022

Accounting firms are unique in their structure, organization and systems. How well do you understand the mechanics behind your firm’s success? Can you walk the walk and talk the talk? Join us for this Accounting Firms 101 session as we discuss firm structure, governance, metrics and responsibilities – and how you fit into this unique profession.

  • Understand firm structures and governance
  • Recognize key metrics and elements of success
  • Learn roles across the firm

July 25, 2022

Many leave career development to chance and take a strategy of hope when it comes to developing the skills they need for an exceptional career. Don’t let someone else drive your career. Join us to learn how to take a more intentional approach to identifying skills and getting your hands on the steering wheel.

  • Understand rapid skill development principles
  • Find the resources, advocates and opportunities you need
  • Set and accomplish career goals

August 10, 2022

As an operational professional, your clients are primarily other firm members, and exceptional client service means not just helping others, but providing the type of experience that creates raving fans within your own firm. Join us for a discussion of ways to ensure every interaction leaves those you work with saying “wow!”

  • Understand the client experience
  • Use every interaction to help
  • Communicate effectively

September 21, 2022

It’s difficult to contemplate a situation where career success and effective goal setting don’t go hand in hand. Achieving the goals you set for yourself (or others set for you) gives you credibility, self-confidence and the ability to proactively steer your own career course. Let’s talk abouts specific, strength-based goal-setting.

  • Tie goals to strengths and career paths
  • Tie individual goals to firm goals
  • Create a well-defined vision for success

October 21, 2022

No amount of effort can earn you more than 24 hours in a day – and the competition for those 24 hours is intense. Don’t resort to adding hours to your workday. Instead learn how to use work hours to differentiate yourself as an effective, efficient leader – rather than someone trapped in a perpetual race against the clock.

  • Prioritize the right items
  • Eliminate or delegate the unnecessary
  • Plan for development time

November 15, 2022

Too often people see themselves as gate keepers, effectively guarding access to firm assets and people. In today’s competitive world, firm members must instead serve as gate openers to the firm’s best clients. Join us as we talk about best practices for effectively connecting people, providing resources to firm members, and opening doors to new opportunities.

  • Determine when to guard and when to open doors
  • Effectively open the right doors
  • Help firm leaders find opportunities for the best clients

December 13, 2022

As a professional, feedback is vital, since no one can make necessary changes, if they don’t know what to change. Join us to discuss how to provide necessary feedback to those you work with, how to help them effectively receive and benefit from that feedback, and how to ensure you are getting the feedback you need for success.

  • Give meaningful, timely feedback
  • Help others accept feedback
  • Value and encourage feedback on your own performance

January 4, 2023

The most effective firm members are both high-yield (able to meet and exceed standards) and low-maintenance (willing to put in the work and meet expectations without reminders, excuses or special considerations). Let’s talk about the attributes of a high performance firm members and how to increase your effectiveness as a professional.

  • Know attributes of high-performance
  • Identify and correct low maintenance behaviors
  • Identify opportunities for you, team members and the firm

June 22, 2022

Accounting firms are unique in their structure, organization and systems. How well do you understand the mechanics behind your firm’s success? Can you walk the walk and talk the talk? Join us for this Accounting Firms 101 session as we discuss firm structure, governance, metrics and responsibilities – and how you fit into this unique profession.

  • Understand firm structures and governance
  • Recognize key metrics and elements of success
  • Learn roles across the firm

July 25, 2022

Many leave career development to chance and take a strategy of hope when it comes to developing the skills they need for an exceptional career. Don’t let someone else drive your career. Join us to learn how to take a more intentional approach to identifying skills and getting your hands on the steering wheel.

  • Understand rapid skill development principles
  • Find the resources, advocates and opportunities you need
  • Set and accomplish career goals

August 10, 2022

As an operational professional, your clients are primarily other firm members, and exceptional client service means not just helping others, but providing the type of experience that creates raving fans within your own firm. Join us for a discussion of ways to ensure every interaction leaves those you work with saying “wow!”

  • Understand the client experience
  • Use every interaction to help
  • Communicate effectively

September 21, 2022

It’s difficult to contemplate a situation where career success and effective goal setting don’t go hand in hand. Achieving the goals you set for yourself (or others set for you) gives you credibility, self-confidence and the ability to proactively steer your own career course. Let’s talk abouts specific, strength-based goal-setting.

  • Tie goals to strengths and career paths
  • Tie individual goals to firm goals
  • Create a well-defined vision for success

October 21, 2022

No amount of effort can earn you more than 24 hours in a day – and the competition for those 24 hours is intense. Don’t resort to adding hours to your workday. Instead learn how to use work hours to differentiate yourself as an effective, efficient leader – rather than someone trapped in a perpetual race against the clock.

  • Prioritize the right items
  • Eliminate or delegate the unnecessary
  • Plan for development time

November 15, 2022

Too often people see themselves as gate keepers, effectively guarding access to firm assets and people. In today’s competitive world, firm members must instead serve as gate openers to the firm’s best clients. Join us as we talk about best practices for effectively connecting people, providing resources to firm members, and opening doors to new opportunities.

  • Determine when to guard and when to open doors
  • Effectively open the right doors
  • Help firm leaders find opportunities for the best clients

December 13, 2022

As a professional, feedback is vital, since no one can make necessary changes, if they don’t know what to change. Join us to discuss how to provide necessary feedback to those you work with, how to help them effectively receive and benefit from that feedback, and how to ensure you are getting the feedback you need for success.

  • Give meaningful, timely feedback
  • Help others accept feedback
  • Value and encourage feedback on your own performance

January 4, 2023

The most effective firm members are both high-yield (able to meet and exceed standards) and low-maintenance (willing to put in the work and meet expectations without reminders, excuses or special considerations). Let’s talk about the attributes of a high performance firm members and how to increase your effectiveness as a professional.

  • Know attributes of high-performance
  • Identify and correct low maintenance behaviors
  • Identify opportunities for you, team members and the firm

Meet Your Instructors

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Upstream Academy

Director At
Upstream Academy

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Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.