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Emerging Leaders Conference email Kelsey


  • Overview
  • Agenda
  • October 2017
  • January 2018

Emerging Leaders Conferences

Unlike the other options open to Emerging Leaders Academy participants (the BestPractices Conference, and the HeadWaters Conference), Emerging Leaders Conferences are open only to Emerging Leaders Academy members.

The conferences feature a combination of training sessions and facilitated problem-solving sessions led by Sam Allred and Tim Bartz. ELA participants have the opportunity to discuss those issues most pertinent to them, network with other emerging leaders, share innovative ideas and learn best practices and processes for managing their careers.

New participants can register for the conference by choosing this option on their registration form; those participants renewing for Year Two can choose this option on their renewal forms.

Upcoming Conferences

We are excited to announce the dates for the 2017-2018 program year Emerging Leaders Conferences.

Emerging Leaders Conference Fall 2017
October 17-18, 2017 in Seattle, WA
October 19-20, 2017 in Seattle, WA

Emerging Leaders Conferences Winter 2018
January 9-10, 2018 in Orlando, FL
January 11-12, 2018 in Orlando, FL

To register for one of these conferences, please indicate your choice on your Emerging Leaders Academy registration or renewal form.

 

 

A conference geared to Emerging Leaders Academy participants.

We will hold four Emerging Leaders Conferences this program year. The conferences have identical agendas and feature more interaction and discussion than either the HeadWaters or BestPractices.  We highly encourage first and second year participants to attend one of these conferences, since the agenda topics are geared to issues relevant to them and how they can make the most of their careers.  This will also allow them to meet other participants in the program and get some great one-on-one time with the Upstream team.

Conference session

 

Agenda coming soon!

 

Agenda for the 2017-2018 ELA Program Conferences
 
   
Day 1  
   
7:00 – 8:00 Continental Breakfast  
     
8:00 – 8:15 Welcome  
  Sam Allred and Tim Bartz  
  Seating Assignment 1  
     
8:15 –10:00 Team Exercise – Developing Stronger Relationships with Clients  
     
10:00 –10:15 Break  
     
10:15 – 12:00 Team Exercise – How to Increase teh Engagement of Your People  
     
12:00 – 1:00 Lunch  
     
1:00 – 2:45 Team Exercise –How to Become a Leader Who Inspires Others  
  Sam Allred and Tim Bartz  
  Seating Assignment 2  
     
2:45–3:00 Break  
     
3:00–5:00 Breakout Sessions  
  Sam Allred or Tim Bartz  
     
5:15 – 6:15 Reception  
     
   
Day 2  
   
7:00 – 8:00 Continental Breakfast  
     
8:00–9:45 If You're Looking for a Great Ride, Get in the Driver's Seat  
  Sam Allred  
     
  How Are You Putting Your Hands on the Steering Wheel of Your Career?  
  Tim Bartz  
     
9:45 – 10:00 Break  
     
10:00 – 11:30 Team Exercise –What It Takes to Be a Change Agent  
  Seating Assignment 3  
     
11:30– 12:00 Golden Nuggets  
 

 

 

All four Emerging Leaders Conferences will have identical agendas. Pick the one that's most convenient, but be aware that we will only take the first 100 registrants for each conference.

Hotel
This year’s conference will be held at the Renaissance Seattle, located at 515 Madison Street, Seattle, WA. Reservations can be made by calling (206) 583-0300. You will need to specify Upstream Academy to receive the special conference rate of $259.00 per night. Reservations can also be made online. If you have any problems with hotel reservations, please don’t hesitate to contact us for assistance. We recommend making your reservation by Tuesday, September 19, 2017.

Air Travel Information
The hotel is located approximately 14 miles from the Sea-Tac International Airport.

Schedule
The conference will run from 8am to 5pm on the first day, and from 8am to 12noon on the second day. Upstream will provide a continental breakfast starting at 7am each day, breaks on both days, and lunch on the first day. You and your adult guest are welcome to join us for a networking reception at 5:15pm on the first day. Participants are on their own for dinner.

Special Meal Requests
If you have special meal requests, please contact Kelsey Mundt at (406) 495-1850 or email at kelseym@upstreamacademy.com.

Dress
Conference attire is business casual.

Seattle Area Activities

 

Open year-round, Pike Place Market is Seattle’s most iconic attraction — and it’s filled with tasty treats. Aisles of gleaming fruits and vegetables, tables overflowing with fresh floral bouquets, and booth after booth selling all manner of locally made jewelry, clothing and gifts.

Located in downtown Seattle on the corner of First and Union, the Seattle Art Museum (SAM) presents items from its collection as well as traveling exhibits. If you’re exploring the permanent collection, you’ll want to see the Native & Meso-American collection with works by the area’s original inhabitants. The Seattle Asian Art Museum, in Volunteer Park, features noteworthy collections of Chinese, Korean, and Southeast Asian art, and its Japanese art collection is among the most distinguished outside of Japan.

Laying claim as the city’s “first neighborhood,” Pioneer Square is a richly historic place known for its Renaissance Revival architecture, First Thursday art walks, night life, delicious lunch spots, and quirky boutiques. Explore the depth and beauty of Seattle’s first historic district and jump on a tour that takes you underground to visualize Seattle as it once was in its gold rush days.

Head south of the downtown core, just east of Pioneer Square and you’ll discover Seattle’s Chinatown-International District, rich with authentic eats, captivating cultural experiences and intriguing shopping. Shaped by the many Asian cultures that have settled in this part of town over the past 100 years, the ID has grown to be one of Seattle’s most diverse and vibrant communities.

The Seattle Aquarium features a stunning 40-foot, 55,000-lb. viewing window that looks into a 120,000-gallon aquarium filled with salmon, colorful rockfish, vibrant sea anemones, and other native Washington marine life. Other exhibits include two touching tide pools filled with sea anemones and sunflower sea star, a pacific coral reef exhibit, marine mammals and an underwater dome, the aquarium’s largest exhibit. The aquarium is located on Seattle’s waterfront at Pier 59.

A unique area of the city located along Alaskan Way, the Seattle Waterfront is active year-round. With dozens of paths, piers and public spaces, it’s always a great place to relax and enjoy a little people-watching as you absorb the local scene.. The Waterfront is also a popular jumping-off point for water excursions in Elliott Bay and beyond.

 
 

 

The Seattle Waterfront’s newest attraction, the Seattle Great Wheel sits 175 feet above Pier 57 and extending nearly 40 feet over Elliott Bay. A view from the top offers sweeping panoramas of the city skyline as well as Elliott Bay and the Olympic Mountains beyond. Each of the gondolas is fully enclosed and climate controlled to allow for year-round riding, regardless of the weather.

 

   

All four Emerging Leaders Conferences will have identical agendas. Pick the one that's most convenient, but be aware that we will only take the first 100 registrants for each conference.

 

Hotel
This year’s conference will be held at the B Resort & Spa Lake Buena Vista located at 1905 Hotel Plaza Boulevard, Lake Buena Vista, FL. Reservations can be made online or by calling (407) 828-2828. You will need to specify Upstream Academy to receive the special conference rate of $179 per night. We recommend making your reservations by Tuesday, December 22. If you have any problems with hotel reservations, please don’t hesitate to contact us for assistance.

Air Travel Information
The hotel is located about 18 miles from Orlando International Airport.

Schedule
The conference will run from 8am to 5pm on the first day, and from 8am to 12noon on the second day. Upstream will provide a continental breakfast starting at 7am each day, breaks on both days, and lunch on the first day. You and your adult guest are invited to join us for a networking reception at 5:15pm on the first day. Participants are on their own for dinner.

 

 

Special Meal Requests
If you have special meal requests, please contact Kelsey Mundt at (406) 495-1850 or email at kelseym@upstreamacademy.com.

Dress
Conference attire is business casual.

 

Orlando Area Activities

Orlando has a wide variety of entertainment options.  If you are planning to extend your trip to include some sightseeing, you may find the following sites of interest:

 

Make your visit truly magical at Walt Disney World Resort and create memories to last a lifetime. Fairytale dreams come true for children of all ages at Magic Kingdom, home to the iconic Cinderella Castle. Explore exciting attractions, enchanting international pavilions, award-winning fireworks and seasonal special events at Epcot. Movie magic comes to life at Hollywood Studios, awash in the glitz and glamour of Hollywood’s Golden Age. Encounter exotic animals and exciting adventures at Animal Kingdom, one of the largest animal theme parks in the world. Escape to Typhoon Lagoon water park for a storm of fun in the sun or discover frosty fun for the whole family at Blizzard Beach water park, a one-time ski resort that has melted into a watery wonderland.

 

Las Vegas sign

     

Go beyond the screen, behind the scenes, and jump right into the action of your favorite movies at Universal Studios®. It’s the only place where you can explore The Wizarding World of Harry Potter™ – Diagon Alley™ and enjoy a brand new ride, all-new magical experiences, and more; see, hear and feel the action through the miracle of OgreVision in Shrek 4-D; careen and crash your way through Krustyland in the wild and hilarious The Simpsons Ride™.

 

Where else can you stand nose-to-nose with Space Shuttle Atlantis and become immersed in true-to-life spaceflight? Celebrate the people and accomplishments of America’s incredible 30-year shuttle program at Kennedy Space Center. Immerse yourself in the future of space exploration!

 

 

With more than 170 golf courses, over 20 golf academies and some of the world's most prestigious tournaments, Orlando is a true golfer's paradise. Take it from the professionals: In addition to being home to more pro golfers than any other city in the world, Orlando was voted the "North American Golf Destination of the Year" by the International Association of Golf Tour Operators in 2010. And with a multitude of stunning courses designed by the likes of Nicklaus, Dye, and Fazio, Orlando offers visitors an exclusive golfing experience not found anywhere else.

Unexpected Encounters…Unbelievable Events. This is SeaWorld’s promise, where one-of-a-kind experiences abound. This is where exhilarating coasters, awe inspiring shows, up-close animal encounters, and incredible culinary creations combine to make your visit a memory that will last a lifetime.

Don’t miss the largest LEGOLAND® Park in the US features more than 50 family rides, shows and interactive attractions, restaurants, shopping and beautiful botanical gardens. The LEGOLAND® Water Park features a wave pool, lazy river, tube slides, body slides and an interactive water-play structure.

 

 

Emerging Leaders Conference Winter 2011

The Emerging Leaders Conference Winter 2011 was held in Scottsdale, Arizona. Participants had the opportunity to soak up some Arizona sunshine, while participating in an interactive, innovative conference.
Agenda for Emerging Leaders Conference 2009

 

Emerging Leaders Conference Summer 2010

Participants joined us in Philadelphia this June for the ELC Summer Conference. As with previous ELA Conferences, this year's event featured more discussion than "lecture and receive."

Sam Allred
Tim Bartz
Sam Allred  

Sam Allred and Tim Bartz took participants through a series of exercises designed to challenge them to think as consultants for their firms.

Participants also had the opportunity to share some unique and innovative ideas from their firms. Mark Welp discussed Ary, Roepcke & Mulchaey's CPR business development program. Michelle Zschech shared details of Seidel, Schroeder's succession plan. Bob Lawrence talked about BDO Canada's business transition plan offering. Sean Gilligan discussed Ashland Partners' 24-hour workflow process. Carl Saba shared Burr Pilger Mayer's unique ideas for their valuation practice.

Michelle Zschech   Carl Saba
Bob Lawrence
Sean Gilligan

Late in the afternoon, we got participants' hands and creative juices moving to build a patriotic tribute to their nation. Working as a team proved both a benefit and a liability.

At the end, we had some lovely creations to display.

Competion 4

  Starting the project
Competition
Competition 2
Competition 3
Competion 4   Competion 5
Thank you to everyone who attended. We hope you went back to your firm with enthusiasm and a wealth of ideas and tools to guide your career and your firm.

 

 

Emerging Leaders Conference Winter 2010

The second Emerging Leaders Conference was held January 7-8 in St. Petersburg, Florida. Hoping for a tropical getaway, attendees were instead treated to 50 degree weather and rain. Fortunately the lively discussions kept everyone warm despite the weather.

Tim Bartz
Sam Allred   Building towers
Sam Allred
ELC  

The conference was highly interactive and as participants moved through the seating arrangements they had the chance to network with participants from other firms.

At one point for a fun break and a chance to analyze how we make assumptions about who comprises our team mates, participants built paper towers. Some of the entries were very creative.

Participants gave the conference high marks and took home lots of new ideas to implement in their own firms.

We hope to see you next year!

Building towers
Planning the tower   Building the tower
Almost done with the tower
Discussing   Discussing
Discussing
Discussing
RINA   Sam Allred
Discussing
Discussing
Discussing
     

 

Emerging Leaders Conference Winter 2009

ELA members gave the first Emerging Leaders Conference very high marks. Participants took advantage of the opportunity to network with other emerging leaders from accounting firms across the US and Canada in a much more informal atmosphere than your typical conference.

The conference featured presentations by Sam Allred, Tim Bartz and Bob Bunting, interspersed with opportunities for discussion and group work.

ELC
Working together to solve riddles Participants working on puzzles during the team exercise
Tim Bartz Bob Bunting
After the first day, participants enjoyed the mild San Antonio evening at a reception on the hotel's patio. This was a great opportunity to relax and network with the speakers and other participants.
Wednesday reception
Squire group at reception Reception
Wednesday reception
ELA

We hope everyone had a great time and brought back a wealth of ideas!

Next year's conference will have a similar style with new topics and discussion. We look forward to seeing you in St. Petersburg, Florida on January 7-8, 2010.

 

 

 

Your Satisfaction Is Our Goal

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

CPE Sponsor

Prerequisite: None

Skill Level: Overview  
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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting the web site: www.nasba.org.