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Coaching with Purpose

To build a great firm, you need great people – and the next generation of firm leaders won’t get there by accident. 
How are you training and developing your coaches so they can help your best people find purpose, passion and expertise?

Coaching with Purpose

Your top people need talented, trained, motivated coaches: those who’ve walked the path, maneuvered the roadblocks, and can provide customized roadmaps for successful careers. So what do your coaches need to know so they can help your top people maximize their strengths, manage around their weaknesses, set effective goals, and become more effective, productive and inspired to excel? What does it take to be the kind of coach who truly makes a difference in people’s lives and careers?

The Coaching with Purpose program is designed to help your firm’s coaches take a more planned approach to coaching and developing your firm’s top talent, using a combination of on-demand sessions and customized guidance.  

Key Elements of the Coaching with Purpose Program

Pre-Program Planning

When you register we will schedule a one-hour call with your firm leaders to discuss the program and ensure that you receive the most value possible from your firm’s participation. 

Two Customized Program Launch Webinars

To kick off the program, we will facilitate two customized, training sessions – one for coaches and one for those being coached.  Each session will be recorded and available for on-demand viewing. 

Eight ON-Demand CPE-Eligible Training Sessions

During these one-hour recorded sessions, the Upstream team shares insights, best practices, and proactive steps to coach your people to the next level and help them become effective participants in firm growth, development and change.  See sessions descriptions below.

Four Mastery Classes

To ensure application of lessons learned, the Upstream team will facilitate four one-hour small group mastery classes for participants. Each mastery class will focus on key coaching topics form the training sessions, takeaways, and real-world coaching scenarios

Customized webpage

To help ensure your participants can quickly find the information they need, we will create a customized webpage to house the launch webinars and on-demand training sessions. 


On-demand Sessions

Each hour-long session focuses on an essential coaching principle and provides actionable steps to help your coaches put insights into practice.

Create a Path for Continual Growth

It’s difficult to get anywhere if you’d have a map. To create a fulfilling, successful and profitable career for the firm and the individual, those you coach need a career direction and plan to reach their goals. Join us as we discuss how to help those you coach create a path for continual career success and growth.

The program is ideal for groups of new and experienced firm coaches passionate about making a difference for those they coach and creating a culture of giving and receiving open and honest feedback.

What is the cost?

 Up to 10 participants: $11,200 (UAN Member Firms pay $9,500)

Up to 25 participants:  $17,900 (UAN Member Firms pay $15,200)

Up to 50 participants:  $29,200 (UAN Member Firms pay $25,000)

Unconditional Guarantee

We’re confident that Coaching with Purpose will be of immeasurable value to you. Like everything we do at Upstream Academy, this program is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will, at your option, either waive your fee or accept that portion of the fee that reflects your level of satisfaction.

Meet Your Instructor

Director at
Upstream Academy

Upstream Academy will recommend CPE credit based on the level of participation in this course. Prerequisite: None. Advanced preparation: None. Skill level: Overview.
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: