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Early in 2020, many firms went from a work-at-home option to a work-at-home imperative. The accounting profession exhibited its resilience as productivity continued strong and firms pulled together to deal with a new work standard.

As Coronavirus Fatigue sets in, how can you continue to maintain a strong culture, engage your best employees, cement excellent client relationships and grow?

Join us for an in-depth look at leading in a remote environment, during a new four-part series. Jeremy will share insights, best practices and proactive steps to ensure success while leading remotely.

Each hour-long session will focus on a key firm area and provide actionable steps you can use to put insights into practice.

Your firm pays $1,100 ($900 for UAN member firms) and everyone at the firm can participate in all four live events. You will also receive access to a PDF of each presentation and on-demand training for the rest of 2020 Ė so those who miss a session can catch up and receive CPE.

Sessions included in the Leading Remotely Series
All sessions will be held at 9am Pacific, 10am Mountain, 11am Central and 12noon Eastern

Culture is your firmís unwritten handbook and each decision and interaction edits the text. So how do you maintain a strong, effective, vibrant, one-firm culture when all your decisions are communicated, and all your interactions conducted, remotely? Join Jeremy for a look at how to safeguard (and even improve) your firmís culture when you may not be in the same state, let alone the same office.
  • Understand how firm culture may be impacted by a remote environment
  • Mitigate negative effects on partner unity, teamwork and partner effectiveness
  • Recognize changes that may be necessary in leadership structure, compensation practices and communication

A firmís people are its most important asset. When you can no longer connect in-person, relationships, engagement and retention can suffer. So how do you maintain morale, ensure engagement, recruit effectively and continue team member development, when you are no longer face-to-face? Join Jeremy as he discusses how to maintain relationships and ensure productivity while working in a virtual workplace.
  • Understand how firm members may be impacted by a remote environment
  • Mitigate negative effects on morale, retention, engagement, recruiting and development
  • Recognize the changes that may be needed in firm processes to ensure efficiency, unity and engagement

Relationships are vital to client satisfaction and loyalty, but a virtual environment can make it difficult to maintain strong relationships with current clients, let alone build ties to A-level prospective clients. Join Jeremy as he explores how to create an exceptional, proactive, advisory client experience that ensures you will not only retain and gain clients, but turn your clients into raving fans (even in a remote environment).
  • Understand the impact of a remote environment on the client experience
  • Mitigate negative effects on client screening, client retention and client service
  • Recognize changes that may be needed in client service processes to ensure an exceptional client experience

If you want your firm to thrive now and in the future, firm growth canít stall when you go virtual. But how do you continue to develop new business, create new service lines, expand into new areas and explore merger and acquisition options, while working remotely? Join Jeremy as he discusses best practices for growing when your work force is virtual.
  • Understand the impact of a remote environment on firm growth
  • Mitigate negative effects on business development, service line development, M&A opportunities and firm expansion
  • Recognize changes that may be needed in firm processes to ensure firm members can leverage positive effects of a virtual environment and continue to benefit from growth opportunities

Your Satisfaction Is Our Goal

As with everything Upstream Academy does, your satisfaction with the Leading Remotely 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 firms and individuals in leading effectively while teams and individuals are working remotely.

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.