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Upstream Academy Network


Three tiers of network membership
provide options for firms of all sizes  
Tier One Tier Two Tier Three
access to all Management Presentations (8-10 a year) access to all Management Presentations (8-10 a year) access to all Management Presentations (8-10 a year)
access to 3 UAN Members-Only Presentations each year access to 3 UAN Members-Only Presentations each year access to 3 UAN Members-Only Presentations each year
free registration for everyone at the firm to 1 Career Development Series free registration for everyone at the firm to 2 Career Development Series free registration for everyone
at the firm to 3 Career Development Series 
free registration for
1 participant to Emerging Leaders Academy
free registration for
2 participants to Emerging Leaders Academy
free registration for
3 participants to Emerging Leaders Academy
free registration for
1 participant to Upstream Peer Nework
free registration for
2 participants to Upstream Peer Network
free registration for
3 participants to Upstream Peer Network
15% discount on Upstream programs, events and on-demand learning 15% discount on Upstream programs, events and on-demand learning 15% discount on Upstream programs,events and on-demand learning
    *1 Upstream credit to be
used by anyone in the firm
$10,000+ value for $6,500 / year $16,000+ value for $10,000 / year $28,000+ value for $20,000 / year

*Upstream Credit can be used for:

  • High Performance Firms is a transformational two-year program that teaches best practices in key areas (culture, people, clients, growth) during four virtual workshops. (Includes one workshop for up to 20 participants)
  • Advisory Business Development increases your participants’ business development success during a year-long program by helping them take an advisory approach. (Includes up to 5 participants)
  • Launching Data Analytics virtual BootCamp helps you build a data analytics service line for internal and/or client use. (Includes one BootCamp for up to 20 participants)
  • Leading Positive Change virtual workshop teaches you how to increase success on any significant changes your firm undertakes. (Includes one workshop for up to 20 participants)
  • Launching New Services BootCamp teaches a proven process to find and vet new ideas, determine pricing, build support and get clients excited about your new offering. (Includes $5,000 off a custom session)
  • HeadWaters and BestPractices are two-day events widely regarded as some of the best accounting industry conferences available. (Includes registration for up to 5 participants)

Download a PDF of the comparison chart.

UAN Benefits by Program

  Management Presentations

Access to All Management Presentations

Firm leaders need innovative ideas and best practices for successfully handling challenges and opportunities that present themselves each year.UAN membership includes free access (for all members of your firm who wish to participate) to 8-10 Management Presentations offered each year, plus access to the recorded session for one year after each presentation. These one-hour presentations are delivered via webinar and focus on the most relevant firm management topics. CPE is available for all Management Presentations for anyone who attends the live session or completes the self-study option.

       
  Presentations for UAN Members Only  

Access to Special Members Only Presentations

Firms need the ability to hear expert advice on topics relevant to them and similar firms that share their network.  Three times a year, Upstream offers one-hour presentations specifically for UAN members. These presentations are recorded and available for members for self-study for one year after the presentation date. Topics can be requested by UAN Members and anyone who attends can apply for an hour of CPE.

See below for details on upcoming presentations.

 

 
       
  Emerging Leaders Academy

Enrollment in Emerging Leaders Academy

Firms need to consistently cultivate high-yield, low-maintenance future partners.  This three-year program develops your next generation of partners using a combination of virtual leadership development webinars and conferences, individual goal setting, mentoring by an experienced partner, and completion of firm projects.  Membership includes:

  • Tier 1: one free participant
  • Tier 2: two free participants
  • Tier 3: three free participants
UAN members can enroll additional participants for $2,900 per participant.

       
  Career Development Series  

Discount on Career Development Series

Firms need training to increase skills, confidence and ability across all levels of the firm.  Every year we present three series, each focused on a different firm level: below manager, manager and partner.  Each series includes eight one-hour webinars, discussion questions and sample goals to help generate discussion and encourage participants to immediately implement lessons learned. Unlimited firm members can participate.  Membership includes:

  • Tier 1: one free participant (Partner, Manager or below Manager)
  • Tier 2: two free participants (Partner, Manager and/or below Manager)
  • Tier 3: three free participants(Partner, Manager and below Manager)
UAN members can enroll in additional series for $1,800 per series.
       
  Upstream Peer Network  

Access to Upstream Peer Network

Up-and-coming firm leaders should be able to develop a strong network with peers from similarly sized firms.  Our virtual peer-networking group is designed to connect individuals interested in career growth and includes groups for managers, senior managers, partners, COOs, firm administrators, and HR, marketing and L&D professionals. Quarterly facilitated meetings provide a forum for sharing best practices, solving challenges and discussing the most common issues participants face as leaders. Membership includes:

  • Tier 1: one free participant
  • Tier 2: two free participants
  • Tier 3: three free participants
UAN members can enroll additional participants for $850 each.
 
  Upstream Academy Events

Discounts on All UA Programs, Events and On-Demand Training

At 15% off (minimum), we guarantee you won’t find our services and products priced lower than what you receive as a UAN member.

At Tier 3, members can also choose one free option (see list above).

Download a PDF of the UAN member benefits.

 

Upcoming UAN Member-Only Presentations
     
 

Designing an Intentional Learning and Development Strategy

recorded sesssion available on May 18, 2021

Too often, firms spend so much time and energy ensuring that firm members meet minimum licensing requirements that they forget training should also motivate, develop and prepare individuals for future leadership roles. How do you ensure you’re getting the best return on investment for the resources you’re devoting to training and development? Join Heath for this session and learn what works, what doesn’t work, and how to identify and develop a system to achieve your training priorities

     
 

What It Means to Treat Your Superstars and Rockstars Differently

December 2, 2021

Don’t learn the perils of parity the hard way – as your best people go elsewhere to receive the opportunities and recognition you failed to give them. Keeping your top talent means an ongoing commitment to providing exceptional training, challenging goals and a clear path to successful and rewarding careers at your firm. Join Sam for the next UAN presentation as he discusses how to identify and cultivate your rockstars and superstars, and how to create an environment that allows them to thrive – making it hard for them to contemplate ever leaving.

     
UAN members on the email list will automatically receive information when the next UAN Member Presentation is scheduled for early 2022. UAN members can email us to suggest topics.