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Choosing Your Focus

Take a more proactive approach to effectively using your time, energy and focus to create capacity for personal and professional success.

Choosing Your Focus

Program to improve firm member capacity

Many firms are feeling a capacity crisis. But, the compression, burnout, stress and turnover firms are experiencing are merely symptoms of a larger problem: ineffective and outdated use of time, energy and focus. 

Everyone is limited to 168 hours a week—so working more hours won’t ensure long-term success.

You don’t need to add more hours to increase your capacity and decrease your stress.  By proactively planning and prioritizing the right things, individuals get out of the hamster wheel and find more enjoyment and success in their personal and professional lives.

During this program, we’ll address eight key areas that impact capacity at a team, department, and firm-wide level, while also addressing individual effectiveness. Participants will reduce stress, improve efficiency, and see a noticeable improvement in their use of time, energy, and focus. 

Choosing Your Focus Webinar Series & Tools


join us for a four-part virtual series with toolset

  • Ten ten-minute on-demand training sessions
  • Homework questions and resources to help you implement the lessons learned
  • Tools and guidance to implement strategies learned
  • Four-part live series and access to the on-demand self-study versions for one year
Making the Business Case for Better Focus (Tuesday, October 1, 2024)
To find more success making substantial changes to how you, your team and your firm utilize time, energy and focus, first quantify the benefits.  We’re not searching for less (although fewer hours and less stress may result).  Instead, we’ll emphasis more – more focus, better retention, improved efficiency, and more work you enjoy.
• Help firm leaders understand the issues involved
• Determine changes needed on a firm-wide basis
• Highlight expected benefits
Improving Focus through Firm Processes (Wednesday, October 16, 2024)
Wishing for greater focus brings hope, but updating firm processes take the guesswork out.  Let’s talk about the impact firm-wide systems and processes can have on time, energy and focus. We’ll highlight key processes and discuss small improvements that can have a large impact.
•  Understand how firm-wide systems and processes impact focus
•  Improve key processes
•  Create a plan for incremental improvement
Improving Focus through Individual Behaviors (Thursday, October 31, 2024)
So, what’s holding you back from finding better focus?  Let’s talk about common pitfalls (hours tracking practices, meetings, multitasking, myths about work, etc.) and provide tools to help you make a mindset shift.  We’ll expand this, so you can also help your team improve focus and engagement.
•  Understand common pitfalls and myths around time and focus
•  Analyze your own barriers to effectively managing time, energy and focus
•  Help your team overcome barriers
Creating an Implementation Plan (Friday, November 8, 2024)
Knowledge without action won’t improve the firm.  Let’s talk about how to get partner and firm buy-in to implement the best practices we’ve discussed.  We’ll also talk about how to evaluate success without using billable hours as a key metric and how to ensure plans turn into action.
•  Determine next steps
•  Get buy-in at the partner level
•  Evaluate success without billable hours
Unlimited firm participants: 
$1,250 ($1,050 UAN)

Meet Your Instructor

Jeremy Clopton brings years of leadership and consulting experience to this exciting program—along with a passion for and certification in Full Focus Training.  A Director at Upstream Academy, Jeremy’s real-world experience comes both as a consultant and in the audit department of a top accounting and consulting firm. He uses this experience to provide a vision for improvement.

Managing 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.