Sam Allred Launches New Sales Training Program

For new partners and senior managers.

via Upstream Academy

Set to launch in June, the Academy for Business Development will bear many of the signature characteristics of Upstream Academy’s other programs.

Allred

“Everything we do at Upstream emphasizes timeless principles, proven processes, and practical accountability,” said Sam Allred, who founded Upstream Academy nearly a decade ago.  “We’re thrilled to have Graham Wilson, a world class trainer and expert on business development in public accounting firms, join us for this new program.”

“With clients hunkered down trying to ride out the recession, increased client attrition, and the Baby Boomers retiring in ever-greater numbers, a lot of firms are worried about where new business is going to come from next year, three years from now, and five years from now,” Allred said.  “Graham and I want to be part of the solution to that problem.”

Key features of the intensive, 18-month program include the following:

  • creation of personal business development plans by each participant
  • multiple levels of accountability to ensure participants follow their plans
  • three 1-day, face-to-face, highly interactive workshops
  • monthly conference call presentations by Wilson and Allred
  • mentoring and reinforcement by “guides” from within the firm

Interested firm leaders can learn more about the Academy for Business Development by participating in a free conference call presentation on April 22nd or May 5th.  To register for the call, contact Upstream Academy at 406-495-1850.

CPA Click: What Accountants Are Reading

In case you missed it this week.

Top hits and retweets from Twitter.com/cpa_trendlines in the last seven days:

  1. Do You Know the Top Seven Growth Areas for CPAs? http://ow.ly/16J2pG
  2. How do accountants define “success?” http://ow.ly/1eZUh
  3. Top Secrets of a CPA Start-Up http://ow.ly/1o6Qh
  4. The Accountant in the Modern World – Francine McKenna http://ow.ly/16LKdM
  5. Jim Boomer: Accountability – The Lifeline of Firm Success http://ow.ly/16KZB6
  6. Rita Keller: CPA Managers Need to REALLY Manage http://ow.ly/16LweU
  7. NetSuite to Launch as First Cloud Computing ERP Suite For Google Apps Marketplace http://ow.ly/16OsFk

.

How to Find Opportunity in ‘The New Normal’ [VIDEO]

Is today the right time to invest in new processes and grab some good talent?

While some accounting firms struggle in the economic downturn, others are finding new opportunity for growth, profit and investment, according to Teresa Mackintosh, senior vice president in charge of the tax and accounting software unit at Thomson Reuters.

Local accounting firms, she says, are “the fabric of America.” They’ve been through as much uncertainty and turmoil as many of their clients.

But Mackintosh says some savvy firms can seize this period as “an opportunity to double down on process and to hire staff.”

More video from Mackintosh: