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E-Learning

Our wide variety of firm management topics will help you gain skill in leadership, team development, client management, business development, and financial management.   

E-Learning

Our e-learning sessions are hosted on our partner site, Prolaera.  Once you purchase sessions on our purchase site, you will receive an email within 2 business days with information on how to access the session.

Developing Your Bench Strength

Most leaders understand the bench strength concept, but far too few firms proactively do what’s needed to develop the strength their firms will need 15, 10, or even 5 years down the road. So, how do you correctly measure and monitor bench strength? What do you need to do to ensure that those who have the ability to become owners receive every opportunity to achieve their potential? What has changed for today’s partner advancement, retention and requirements, and how do you factor these new trends into your planning? Join Jeremy as he discusses how to effectively plan for your future partners.
target audience:
CPE credits

Being Intentional in Preparing Tomorrow’s Partners

Most firms have a succession plan in place to move people from new staff to partner. But is this progressive succession strategy going to help your firm thrive as the profession changes with more consulting services, increased diversity, more data integration, Baby Boomer retirement and new generations with different expectations for leadership? Ensure your new partners brings not just technical know-how but new ideas, new services, new clients and new expertise. We’ll discuss a more strategic approach to picking future leaders and preparing them to lead your firm into the future.
target audience:
CPE credits

Being Intentional in Preparing Tomorrow’s Partners

Most firms have a succession plan in place to move people from new staff to partner. But is this progressive succession strategy going to help your firm thrive as the profession changes with more consulting services, increased diversity, more data integration, Baby Boomer retirement and new generations with different expectations for leadership? Ensure your new partners brings not just technical know-how but new ideas, new services, new clients and new expertise. We’ll discuss a more strategic approach to picking future leaders and preparing them to lead your firm into the future.
target audience:
CPE credits

Contact Us

If you’d like to learn more about our programs, services and other resources for accounting firms, please reach out to us at Upstream Academy. Call us at 406-495-1850 or send an email to info@upstreamacademy.com.