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Management Presentations

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. 

Management Presentations

Management Presentations

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.

Upcoming Presentations

Management Presentations start at 10:00am Mountain (noon Eastern) and last one hour. CPE credit is available for those who attend.

Choosing Your Time, Energy and Focus (May 24, 2023)

No amount of effort can earn you more than 60 minutes in an hour and 24 hours in a day, and the competition for your time is intense. Don’t resort to adding hours to your work day. Instead recognize it’s your choices about work hours that will differentiate you as an effective leader, rather than someone trapped in a perpetual race against the clock. Let’s discuss how to more effectively use your time, energy and focus.


The Importance of Governance during Firm Growth (June 14, 2023)

Firm governance is all about making good decisions. When business is pouring in, proactive decision-making often takes a back seat as the firm celebrates (and deals with) this additional work. New work is always good, right? Join Sam for a discussion of the role of firm governance as your firm grows and changes. He’ll talk about when partners need to weigh in and how to ensure you are making the right decisions at the right times.


Successfully Merging Cultures (July 26, 2023)

Potentially a great way to grow your firm, mergers and acquisitions are also minefields for the poorly prepared. Although, no one’s found a magic formula for ensuring success, cultural fit remains a standout issue. So, how do you evaluate another firm’s culture for a potential merger or acquisition? And once you’ve committed, how do you ensure the best chance of a successful cultural melding that leaves everyone engaged, committed and ready to support the new firm?


Developing the Right People (August 23, 2023)

Treating everyone the same often compels your best people go elsewhere to receive the opportunities and recognition you failed to give them. So how do you identify your best people? What should their goals and career paths look like and how should their performance be evaluated? Join Courtney to discuss how to ensure your best people get the development and opportunities they need to recognize they have a bright future at your firm.


360 Evaluations (September 19, 2023)

Traditional top-down performance evaluations too often fail to give individuals the feedback they need to develop strengths, identify blind spots, and make course corrections. So, what are the keys to creating an effective 360° evaluation process? How do you get buy-in and participation from both firm members and partners? What pitfalls should you avoid to gain maximum benefit from the process? Join Heath to discuss effective 360° performance evaluations.


Continuous Improvement of Service Offerings (October 19, 2023)

Firms can no longer rely on past success to carry them forward. Clients and employees have more choices than ever before. To thrive in the new environment, firms need to be able to offer services that are enticing to both clients and firm members. Join John as he shares insights on how to analyze your current offerings and continue to rethink, reinvent and continuously improve them, so you can become more forward-thinking, responsive and advisory.


Creating Non-Negotiable Performance Standards (November 2, 2023)

Like the weather, poor performance seems always to be a topic of conversation. Unlike heat, rain or cold, however, poor performance is a problem you can actually do something about. Does your firm have written performance standards? Do they exist at all levels within the firm? Do firm leaders know how to establish and maintain the standards and effectively use them to help people get back on track? Join us for a frank discussion.


Satisfaction Guarantee

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: $350

Two-part series: $700

Three-part series: $1,050

UAN Members can attend all Management Presentations at no charge.

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: