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Emerging Leaders Conference email Kelsey


  • Overview
  • Agenda
  • September 2018
  • 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 2018-2019 program year Emerging Leaders Conferences, based on the survey of current ELA participants.

Emerging Leaders Conference Fall 2018
September 25-26, 2018 in Boston, MA
September 27-28, 2018 in Boston, MA

Emerging Leaders Conferences Winter 2019
January 15-16, 2019 in Las Vegas, NV
January 17-18, 2019 in Las Vegas, NV

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 for the 2018-2019 program year 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 Boston Park Plaza,located at 50 Park Plaza at Arlington Street, Boston, MA. Reservations can be made by calling 617-379-7129. You will need to specify Upstream Academy to receive the special conference rate of $299 per night. Reservations can also be made online. We recommend making your reservations by Monday, September 3.  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 4 miles from Boston Logan 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.

Boston Area Activities

Boston 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:

The Museum of Fine Arts, Boston is one of the world's great art museums with masterpieces from around the world and across the ages, including more Monets than any museum outside of Paris, an unrivaled Japanese art collection, treasures from Egypt and the ancient world, and American art from colonial to modern times.

     

 

"America's Most Beloved Ballpark" is uniquely nestled in the city of Boston. Fenway Park is a place where dreams are made, traditions are celebrated and baseball is forever. See the home of Red Sox Legends, Williams, Yaz, Fisk and Rice. Visit Pesky's Pole and sit atop the world famous Green Monster which stands 37 feet 2 inches high overlooking leftfield. The Red Sox will be hosting the Tampa Bay Rays September 21-24 and the Baltimore Orioles September 25-27.

     

Visit the New England Aquarium to see penguins up close, peek into their burrows and find out what’s behind their underwater super speed. In addition to three species of penguins, there are thousands of other aquatic animals. Go out back to see the Northern fur seals and California sea lions in action, and be sure to visit the Atlantic harbor seals out front.

The renowned Freedom Trail is a 2.5 mile, brick lined route that leads you to 16 historically significant sites.  What better way to experience the rich history of our ancestors and the American Revolution here in Boston. The trail starts at the front door of the Boston Common Visitors Center located at 139 Tremont Street and ends at the USS Constitution in the Charlestown Navy Yard. 

 

 

 

The North End is Boston's oldest residential neighborhood and could best be described as the "Little Italy" of Boston. The streets are narrow and compact, and there is history - Old North Church, Paul Revere's house, burial grounds - seemingly around every corner. The neighborhood is packed with Italian restaurants, and the locals carefully maintain their deeply-rooted ties to Italian culture.

 

Founded in 1881, the Boston Symphony Orchestra is the largest orchestral organization in the world, encompassing the Boston Pops. The Boston Pops, known as America's Orchestra, performs light classical favorites & an abundant variety of popular music. The programs range from stirring marches to Broadway melodies, big band hits, Gospel music, and magical movie memories. A cabaret-like atmosphere recalls the glory days of Europe's festive music halls including refreshments from the light Pops menu.

 

   

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 Vdara Hotel & Spa located at 2600 W. Harmon Ave., Las Vegas, NV.  Reservations can be made online or by calling 866-745-7767.  You will need to specify Upstream Academy to receive the special conference rate of $208 per night Monday-Thursday.  On Friday and Saturday night the rate will be $248.  These rates include the $39 resort fee.  We recommend making your reservations by Monday, December 17.  If you have any problems with hotel reservations, please don’t hesitate to contact us for assistance. 

 

Grand Canyon

 

Air Travel Information

The hotel is located about 4 miles from McCarran 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.

 

Las Vegas Area Activities

 

The famous Las Vegas Strip holds many diverting choices - comedy routines, musical performances, dramatic acts like Cirque du Soleil, and unique theatrical shows like The Blue Man Group. Or just wander and take in the spectacle that is Las Vegas.

Shop 'til you drop at Fashion Show Mall, filled with an array of boutiques, malls, and shops. One of the nation's largest shopping centers and Las Vegas' premier retail destination you’re sure to find the latest trends and styles

 

Las Vegas sign

 

Hoover Dam  

Tour the monolithic marvel of engineering, Hoover Dam, only about 45 minutes southeast of Las Vegas. Don’t forget to visit the Observation Deck for panoramic views of Lake Mead & the Colorado River.

The Springs Preserve is a 180-acre cultural institution designed to commemorate Las Vegas' dynamic history. The Preserve features museums, galleries, outdoor concerts and events, colorful botanical gardens and an interpretive trail system that meanders through a scenic wetland habitat.

Explore Red Rock Canyon National Conservation Area. Located about 17 miles west of the Las Vegas Strip, Red Rock Canyon offers enticements of a different nature including a 13-mile scenic drive, more than 30 miles of hiking trails, rock climbing, horseback riding, mountain biking, road biking, picnic areas, nature observing and visitor center with exhibit rooms and a book store.

 

Las Vegas has a multitude of outdoor activities including, golf, hot air balloon rides & a variety of guided tours. Below are a few websites you may want to check out.

Hot Air Balloon Rides– Get carried away floating high above the ground for spectacular 360 degree views of the breathtaking Nevada desert.

 

Golf – Spend the day on the gorgeous greens surrounded by the splendor of the Nevada desert.  Fine tune your game at any of the acclaimed golf schools. www.lasvegasgolfcourses.com

Guided Outdoor Tours –Spend the day cruising around Red Rock Canyon, Mt. Charleston, the Grand Canyon, Lake Mead or the Valley of Fire in your very own Jeep, helicopter, or ATV. www.actiontours.com

 

Las Vegas Desert

 
 

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.