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UPI: Leading Positive Change

This advanced workshop helps your firm achieve results by helping your change management team learn to successfully plan and execute positive change initiatives

UPI: Leading Positve Change logo

UPI: Leading Positive Change

Effective leadership is always about creating positive results.

To be successful, firms must have leaders who anticipate needed change, determine what barriers stand in the way of desired change, and then develop and execute a plan to achieve positive results. This often involves establishing a common vision, overcoming resistance to change and obtaining engagement and commitment from team members.

Does your firm have a change management team to guide the firm through the changes coming to our profession?

Leading Positive Change is an advanced leadership workshop focused on helping your firm achieve better results by teaching your change management team the process of leading positive change.


“I felt like I was among a cutting edge group of firm leaders each committed to doing their best to move their firm forward. Among a great group of peers, Sam and Gordon did an excellent job of fully exploring the change process and provided us with structure and tools to help create a better change culture going forward.”

Dan Charron

Contryman Associates, P.C.

Key Elements

Holistic Approach to Change

Change is not achieved overnight. Effective, long-term change requires leaders who can analyze, plan and implement changes with a “leave nothing to chance” approach.

We’ll show you a process that takes the guesswork out of Change Management and then provide examples of how to effectively use that process to solve real-firm issues. During the workshop, we’ll leave time to share solutions, ask questions and collaborate with colleagues.

Case Studies of Real-Firm Issues

Your firm is unique but that doesn’t mean you can’t learn from the
successes (and failures) of similar firms. Upstream facilitators lead teams through scenarios designed to challenge thinking and provide a testing ground for solutions to real-world issues.

Teams will select case studies and develop solutions to the issues using the Process of Change. They will then be responsible for reporting on solutions and will receive feedback from the instructors and the group to help clarify
thinking, identify any potential issues and refine solutions.

Peer-to-Peer Collaboration

Networking with peers is an important experience for all professionals, and especially for firm leaders. Participants will work with teams to collaborate on solutions and share insights.

Key Principles of Effective Change

To help make the information concise and memorable, we’ll discuss 10 Key Principles for change—both what you should and what you should not do.

Unconditional Guarantee

Like everything we do at Upstream Academy, UPI: Leading Positive Change is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will either waive your fee or accept that portion of the fee that reflects your level of satisfaction.

Meet Your Instructors

Sam Allred

Director At
Upstream Academy

Gordon Krater

Former Managing Partner at Plante Moran

Program Information

What Can You expect?

The program uses a combination of pre-event learning, live presentations, real-world scenarios, case studies and peer-to-peer sharing to teach you how to create positive change in your firm.

What is the cost?

$5,750 for the first 20 firm participants ($4,875 for UAN members)

$11,500 for up to 50 participants ($9,750 for UAN members)

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: