WORLD L
CEADERS
LASS TRAINING:
EMERGING
ACADEMY
GETTING YOUR FIRM ON TRACK
PRESENTED
SAM
LLRED
PRESENTED
BYBY
SAM
M.AA
LLRED,
DPSTREAM
IRECTOR
OF ULLC
PSTREAM
ACADEMY
FOUNDER
& DAIRECTOR
OF2014
UPSTREAM
ACADEMY
©U
CADEMY,
1
With the coming flood of retirements,
leadership development is a huge issue in
firms across our profession.
One of my concerns for our profession is
that we have not taken seriously enough
the responsibility to adequately prepare
our future leaders.
© UPSTREAM ACADEMY, LLC 2014
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Most leadership programs in and out of our
profession, share these weaknesses:
1) They ask too little of participants
2) They create a disconnect from the firm
3) The learning experiences happen in big
doses several times a year
4) They focus more on doing than becoming
5) They are expensive
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We believe firms should be doing most
of their own leadership training.
The challenge is that while firm leaders
sincerely desire to provide such training,
many lack the capacity to develop their
own professional leadership training
program.
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Emerging Leaders Academy (ELA) began
in 2007 and is currently helping over 100
firms deliver world-class leadership
training to approximately 300 emerging
leaders within their firms.
The program has been
very successful.
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PRESENTATION ROADMAP
1. Principles of leadership development
2. Overview of Emerging Leaders
Academy
3. Key dates
4. Questions and answers
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 PRINCIPLES OF LEADERSHIP
DEVELOPMENT
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FOUNDATIONAL PRINCIPLES
• Learning must be
continuous, delivered
in digestible doses
throughout the year
• There needs to be a
strong emphasis on
becoming a better
leader
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FOUNDATIONAL PRINCIPLES
• Much of the training
needs to be done by
current firm leaders
• Each participant
needs to have a
guide and each firm
needs to have an
ELA advocate
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FOUNDATIONAL PRINCIPLES
• Individuals must be able
to apply what they learn
on a daily basis
• The program should be
appropriately demanding
of the participants and
should stretch their
abilities
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FOUNDATIONAL PRINCIPLES
• The learning
experience must be
easily customizable
to meet individual
and firm needs
• The progress of
each individual
must be measurable
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FOUNDATIONAL PRINCIPLES
• The program must
be affordable and
require minimal
travel
• Participants need to
be able to network
with other
emerging leaders
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 OVERVIEW OF EMERGING
LEADERS ACADEMY
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1. PERSONAL GUIDES
Each ELA participant needs to have a
guide. Each firm can benefit from an ELA
advocate.
The guide should be a
respected leader in the
firm. A partner may
guide more than one
participant.
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The guide will work with the participant
throughout the program and will help the
individual set and accomplish goals and
complete assignments.
Upstream Academy will
provide guidance and
support for ELA
guides and advocates.
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Our goal has been to keep the role of
guide from becoming an onerous burden.
The guide’s primary role is to hold the
participant accountable for accomplishing
tasks, goals and assignments throughout
the three-year program.
The ELA advocate’s primary role is to
administrate the program within the firm.
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2. LEADERSHIP DEVELOPMENT GOALS
Leadership skills are best learned by
doing. Each year, participants will set and
accomplish goals in these areas:
1. Business Development
2. Client Management
3. Personal Effectiveness
4. Team Development
5. Leadership Development
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Upstream will provide a list of goals each
year. Participants will complete the
mandatory goals as well as select from a
menu of other goal choices in each area.
Guides will work closely with participants,
helping them select proper goals and
holding them accountable for
accomplishing those goals.
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3. LEADERSHIP TRAINING FORUMS
During each year of the program, onehour conference calls led by Sam Allred
and Tim Bartz will provide a forum for
discussing key principles of leadership.
Participants will receive the
PowerPoint, questions to
consider, and other materials
in advance of each presentation.
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We will record each Leadership Training
Forum and participants will have access to
the presentation online after the webinar
via the Online Progress Tracking (OPT)
system.
The following slides list the topics for
each year’s Leadership Training Forums.
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LEADERSHIP TRAINING FORUMS: YEAR ONE
PERSONAL EFFECTIVENESS & CLIENT MANAGEMENT
• Using Time Wisely: Key Principles of Time
Management, plus an overview of the Emerging
Leaders Academy program
• Personal Integrity: A Key Component of Great Leadership
• Capitalizing on Personal Strengths and Talents
• Performing Damage Control for Areas of Personal Weakness
• Setting and Accomplishing Worthwhile Goals
• Basic Contributions to the Firm: Budgets, Billing, Collections
& Ideas
• Client Management: Selecting and Keeping the Right Clients
• Moving from Historian to Trusted Advisor
• Providing Exceptional Client Service
• Helping to Make Client Transitions Successful
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LEADERSHIP TRAINING FORUMS: YEAR TWO
TEAM DEVELOPMENT & BUSINESS DEVELOPMENT
• Client Management: Selecting and Keeping
A-Level Clients, plus an overview of Year Two
• Effective Delegation: How Leaders Help Others
Grow
• Conducting Effective Performance Evaluations
• Principles of Effective Coaching
• Dealing Effectively with Underperformers
• Avoiding the Bandwagon: Examples of Leadership Courage
• Business Development: Getting Better Every Day
• Committing to a Personal Business Development Plan
• The Proper Way to Build a Business Network
• Becoming a Recognized Expert
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LEADERSHIP TRAINING FORUMS: YEAR THREE
LEADERSHIP & FINANCIAL MANAGEMENT
• How to Become a Recognized Expert, plus an
overview of Year Three
• Moving From Historian to Trusted Advisor
• Avoiding the 10 Worst Habits of Otherwise
Good Leaders
• Helping to Make Client Transitions Successful
• The Proper Way to Approach Strategic Planning
• What all New Partners Need to Know and
Understand
• Your Role in Improving Client Payments
• Benchmarking Statistics for High Performance
Firms
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4. LEADERSHIP PROJECT
Each year, participants will
complete a challenging
leadership project that
satisfies one or more goal
requirements and allows
individuals or teams of
emerging leaders to
further develop important
skills.
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A good project should . . .
• Stretch the participant’s abilities
• Be specific
• Benefit the firm
• Be measurable
• Have a timeframe
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A goal will stretch abilities if . . .
• It hasn’t been done before
• It’s something that is not easy to do
• It’s something that wasn’t already going to
be done in the normal course of things
• It will take the participant’s best effort
• It pushes the participant to the edge of
his/her comfort zone
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5. MEASURED PROGRESS
Upstream Academy will provide tools
(including a web-based “members only”
page) for participants, guides and
advocates that will allow them to track
progress on goals and projects throughout
the year, network with other program
participants and stay connected.
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Each participant, guide and ELA advocate
will be given a unique log-in ID allowing
access to information relevant to their role
within the program.
Firms will also receive guidance on best
practices for creating an efficient process
in-house to help their emerging leaders
grow during this three-year period.
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To help participants stay
organized and on track, all
materials relating to the
program will be available in
the Online Progress
Tracking program. All
participants, guides and
advocates will be able to
access this information.
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To help guides stay
organized and on
track, all materials
relating to the guide
program will be
housed in an
Emerging Leader
Binder provided to
each guide.
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6. NETWORK AT A MAJOR UA EVENT
Networking with peers in a stimulating
group environment is an important
experience for all professionals, and
especially for future firm leaders.
Program participants will have the option
of attending one of six key UA events each
year. Year One ELA participants are
encouraged to attend one of the four
identical Emerging Leaders Conferences.
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HeadWaters Leadership Conference 2014
July 10-11, 2014  Denver, Colorado
BestPractices Conference 2014
October 28-29, 2014  Chicago, Illinois
Emerging Leaders Conference Fall 2014 I
September 16-17, 2014  Las Vegas, Nevada
Emerging Leaders Conference Fall 2014 II
September 18-19, 2014  Las Vegas, Nevada
Emerging Leaders Conference Winter 2015 I
January 6-7, 2015  New Orleans, Louisiana
Emerging Leaders Conference Winter 2015 II
January 8-9, 2015  New Orleans, Louisiana
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7. EXPERIENCED CONSULTANTS
Sam Allred and Tim Bartz, the founders
of Emerging Leaders Academy,
bring many years of experience
to this exciting program.
Each will play to his strengths
in helping you train the next
generation of leaders in your
firm.
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8. UNCONDITIONAL GUARANTEE
Like everything we do at Upstream
Academy, this program is unconditionally
guaranteed to your full satisfaction.
If you are not completely satisfied, we
will, at your option, either waive your fee
or accept that portion of the fee that
reflects your level of satisfaction.
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9. CPE
Upstream Academy will
recommend CPE credit
based on the level of
participation in this
course.
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10. INVESTMENT
The investment for each participant is
$3,000 per year ($2,500 for UAN
members). This fee represents the total
annual cost of the program, including the
participant’s registration at one of four
UA annual events.
The only additional cost will be travel,
lodging and meals at the event.
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 KEY DATES
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KEY DATES
Deadline to Register — May 15
Leadership Training Forums (11am Mountain, 1pm Eastern)
June 27 — Using Time Wisely: Key Principles of Time Management
July 7 — Personal Integrity: A Key Component of Great Leadership
August 19— Capitalizing on Personal Strengths and Talents
September 22 — Performing Damage Control for Areas of Personal Weakness
October 21— Setting and Accomplishing Worthwhile Goals
November 13 — Basic Contributions to the Firm: Budgets, Billing, Collections & Ideas
December 16 — Client Management: Selecting and Keeping the Right Clients
Optional Intro Call for New Guides – July 7, 2014 at 1pm Mountain (3pm
Eastern)
Guide Conference Calls (9am Mountain, 11am Eastern)
July 8, 2014
October 30, 2014
January 20, 2015
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HeadWaters Leadership Conference 2014
July 10-11, 2014  Denver, Colorado
BestPractices Conference 2014
October 28-29, 2014  Chicago, Illinois
Emerging Leaders Conference Fall 2014 I
September 16-17, 2014  Las Vegas, Nevada
Emerging Leaders Conference Fall 2014 II
September 18-19, 2014  Las Vegas, Nevada
Emerging Leaders Conference Winter 2015 I
January 6-7, 2015  New Orleans, Louisiana
Emerging Leaders Conference Winter 2015 II
January 8-9, 2015  New Orleans, Louisiana
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 QUESTIONS AND ANSWERS
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Thank You!
sama@upstreamacademy.com
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