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Can you imagine what your firm could accomplish if everyone became engaged and worked toward firm success?

Studies show engaged employees perform 20% better and are 87% less likely to leave, which can make a huge impact on your firm. When employees are engaged they feel trusted, empowered, appreciated, respected and challenged. A tall order, right?

Join us for a new series of one-hour webinars and we'll explore what engagement means and how you can harness its power to improve culture and profitability.

Designed for individuals tasked with retaining and developing the firm's best people, this eight-part series will take a deep dive into how firms can impact employee engagement and then provide proactive ways you can enhance the effect of common firm processes - including evaluations, skill development/training, career mapping and measuring performance. Upstream will also provide resources to help you apply these principles in your firm.

When firms purchase the series, they will receive access to all eight live webinars and access to the recorded webinars to share with current and future firm members

Sessions included in the Buiding Employee Engagement Series
All sessions will be held at 9am Pacific, 10am Mountain, 11am Central and 12noon Eastern
  Put Employees FIRST
  • Why do employees leave firms?
  • How does employee engagement affect firms?
  • How can you drive employee engagement by providing freedom, incentive, responsibility, significance and tracking?

Proactively Map Careers

  • What makes career mapping effective in keeping employees engaged and on track?
  • What should be included in a career map?
  • How do you map a career that benefits the firm and engages the employee?
  • How do you gain buy-in both from the firm and the employee?

Rapidly Develop the Right Skills

  • How does rapid skill development enhance employee engagement?
  • How can you proactively work to anticipate needed skills and out-train the competition?
  • How do you overcome the barriers to rapid skill development?
  • What skills should be fast-tracked for those on the partner track and below?

Effectively Evaluate Employees

  • What needs to change to harness the performance evaluation’s potential to drive engagement?
  • What does an ideal evaluation include?
  • How can you connect evaluations to both firm expectations and employee needs?
  • How should your evaluation system and compensation tie together?
  • How do you give useful, honest feedback on performance that helps people grow their skills and develop their strengths?

Measure Engagement

  • How do you determine the best information to drive employee engagement?
  • What are the best ways to measure employee engagement in different areas of the firm?
  • How do you gather necessary information and then deliver the message effectively?
  • What systems are already available for measuring engagement?

Get Top Performers in the Right Seats on the Firm Bus

  • How does ensuring someone is in the right seat improve engagement?
  • How do you determine the right seat on the firm bus for your best people?
  • What needs to change in the recruiting phase to ensure you are getting super stars?
  • What do you do if you have someone in the wrong seat?

Develop Trusted Advisors

  • How can you help employees find purpose and greater engagement in helping clients?
  • What advising skills should employees be developing at each level?
  • How do you move people from dutifully documenting financial information to becoming a proactive, forward-thinking advisor?

Create a One Firm Culture

  • How do firm vision and employee engagement tie together?
  • How do you make sure every firm member has – and realizes that he or she has – an important role to play in moving the firm forward?
  • What are specific, practical, and actionable ways you can move from a collection of individuals to a collaborative, high performing team?

Your Satisfaction Is Our Goal

As with everything Upstream Academy does, your satisfaction with Career Development Series is guaranteed. If you are not completely satisfied with the value you receive, we will, at your option, either refund your money or accept the portion of those fees that reflects your level of satisfaction.

CPE Sponsor

Upstream Academy will recommend 8 hours of CPE credit for participation in this course. Prerequisite: None Skill Level: Overview Learning Objectives:To assist firms in helping those tasked with recruiting, retaining and developing staff improve employee engagement.

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.nasba.org.



SHRM credit is available upon request.