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Most firm leaders know innovation is vital if their firm wants to thrive in our changing business environment, but few consider themselves innovators, capable of generating and implementing the next “big idea.”

You have more ability to generate innovative thought, creative solutions, and new revenue streams than you know.

Your firm’s ability to consistently, methodically and proactively tap into this innovative potential will provide a clear competitive advantage. During the Innovation through Process Series we’ll teach you a proven process to jumpstart innovation and then institutionalize ingenuity, so you can generate, develop, test and implement innovative ideas – consistently.

Designed for individuals within the firm tasked with innovation or those looking for ways to generate new growth opportunities, the series will explore how to not only generate solutions in the moment, but also proactively develop a culture of innovation, allowing you to apply these principles to anything from an internal process change to the launch of a unique service line.  

Each hour-long session will focus on an essential principle and provide actionable steps. Individuals pay $400 per person ($300 for UAN member firms).   You will also receive access to a PDF of each presentation.  This series qualifies for four CPE hours.

Sessions included in the Innovation through Process Series
All sessions will be held at 9am Pacific, 10am Mountain, 11am Central and 12noon Eastern
  Laying the Foundation for Innovation

With the current pace of exponential change, what makes a firm successful today may not be what makes it successful in the future. The first session will discuss the benefits of innovation, common innovation myths and how to ensure you are providing the time, space and process to not only encourage, but institutionalize innovation. After this session, participants will be able to: 

  • Understand how innovation plays a part in effectively serving clients, making sound financial decisions and developing people.
  • Explain what innovation means and how anyone can be an innovator by creating value when matching a solution and a need.
  • Debunk innovation myths and understand how innovation can be incremental, revolutionary or something in between.
  • Mitigate the risks of innovation by accurately identifying and analyzing assumptions, guesses, uncertainty and capacity.

Consistently Generating and Polishing Innovative Ideas

Since processes improve efficiency, most firms have processes in place for key functions (tax returns, time reporting, audit, etc.). Applying a process to innovation can help you consistently engage team members in innovative thought by helping them approach problems in new ways. It will also allow you to quickly and effectively identify exceptional ideas. After this session, participants will be able to: 

  • Practice innovation exercises designed to help firm members think differently.
  • Apply innovation principles to multiple levels of the firm.
  • Host an innovation tournament to jumpstart idea creation.
  • Create an internal campaign to generate innovative ideas.

Turning Ideas into Action

You’ve generated the ideas – now what? We will share questions to help your firm make rapid decisions on whether to move forward or bypass ideas. We’ll also discuss roles for development and methods to test the market before making substantial investments. After this session, participants will be able to: 

  • Ask strategic questions to determine an innovative idea’s viability.
  • Evaluate ideas based on revenue potential, capacity and needs.
  • Understand pretotype projects and how to use them to test a product.
  • Analyze feedback and improve your service offerings.

Culturalizing Ongoing Innovation

Ensure you don’t become complacent with past success. During the final session, we’ll discuss how to put in place an ongoing, proactive process to generate ideas, solve problems, and change the way firm members think about innovation. After this session, participants will be able to:

  • Understand and use different process roles to increase innovation. 
  • Generate funding ideas.
  • Understand and apply the “innovate anywhere anytime” principle
  • Effectively celebrate both wins and failures.
  • Ensure accountability and longevity for your firm’s innovation process.

Your Satisfaction Is Our Goal

As with everything Upstream Academy does, your satisfaction with the Innovation through Process 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 4 hours of CPE credit for participation in this course. Prerequisite: None Skill Level: Overview Learning Objectives:To assist individuals in becoming more innovative and increasing their ability to carry these skills to a firm level. 

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.