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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.
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.
Management Presentations start at 10:00am Mountain (noon Eastern) and last one hour. CPE credit is available for all those who attend. UAN Members get free access to all Management Presentations.
Love it or hate it, tech will continue to have a major impact on firm processes and your ability to accurately analyze and improve performance. Let’s explore the impact of analytics, artificial intelligence (AI), and emerging technologies on firm operations, client service, and strategic decision-making. Gain insights into leveraging tech advancements to drive innovation, enhance client service, and stay competitive in a tech-driven era. Learn to leverage technology as a strategic asset for innovation and competitive advantage.
Target Audience: Partner / Partner Track
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Claiming to provide excellent service doesn’t differentiate your firm – too many firms make this claim without taking the proactive approach that goes beyond traditional service delivery to ensure a client experience that “wows.” Let’s explore strategies to understand client needs, build strong relationships, and exceed client expectations. Learn to drive long-term loyalty and success by enhancing communication, anticipating client expectations, and differentiating your firm through a client-centric approach that focuses on exceptional client experiences from start to finish.
Target Audience: Partner / Partner Track
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Everyone agrees they’re important, but few organizations conduct great performance evaluations. How do you give useful, honest feedback on performance that helps people grow their skills and develop their strengths? What’s the best way to connect evaluations to firm expectations and employee needs? Let’s explore effective methods for assessing partner performance, providing constructive feedback, and aligning individual contributions with firm goals. Learn to use partner evaluations as a tool for professional development and enhancing overall firm performance.
Target Audience: Partner / Partner Track
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Growth for growth’s sake too often results in chasing clients who are not a good fit, taking on niches with no leverage, and burning out your firm’s talent. So how can you promote healthy growth? Let’s explore strategies for strategic growth, finding and courting the right client, investing time, talent and resources in the right development opportunities, and ensuring your top talent has the work they want and need to stay motivated and excited about their career.
Target Audience: Partner / Partner Track
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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.
