World Class Training: Getting Your Firm on Track

Date: Thursday, May 8, 2008
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): Sam Allred, Founder & Director Upstream Academy
Objective(s):
Learn strategies and methods that will transform and elevate a mediocre training program into a powerhouse of potential that will continue to deliver a significantly robust competitive edge for your firm, time after time.
Field of Study: Personnel/HR
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

Training. Every firm does it, but most acknowledge they don't do it very well, especially when it comes to leadership and other non-technical skills. So how do you transform a mediocre program into something that helps attract and retain top talent, builds careers, and gives your firm a significant competitive advantage?

What fundamental changes must occur to take your training program from compliance to opportunity driven? How do you set and implement appropriate standards, provide instruction in digestible doses, and significantly raise the quality of training throughtout your firm? Join us for this presentation and learn the answers to these and other important questions that will put your firm on track to deliver world class training.

Presenter and Moderator Bios
Sam Allred, CPA, Helena, Montana is a Shareholder with Anderson ZurMuehlen & Co., P.C., a regional CPA and business consulting firm headquartered in Helena, Montana. AZ & Co. has six offices and over 200 employees. Sam is also the Founder and Director of Upstream Academy, an international association of CPA Firms, and was the central figure in the development of a consulting methodology now practiced by hundreds of CPA firms and consulting organizations around the country. Sam is also the Founder of LeaderSkills Institute which develops professional training materials to help CPA firms teach and promote leadership skills internally.

Sam interacts with hundreds of CPA firms around the world every year via conferences, partner retreats, management presentations and training sessions. He speaks and writes extensively both in the U.S. and abroad. In high demand as a facilitator for CPA firm retreats, Sam energetically and creatively engages all of the partners in the discussion, using proven processes and their firm’s strengths to successfully navigate challenges the firm may face. He is viewed as one of the top strategic thinkers in the profession.

Sam has been regularly recognized as one of the major influencers of the accounting profession and has been listed for the past three years as one of “IPA Most Recommended Consultants.”

His hobbies include spending time with his family, fly fishing and golf. Sam and his wife Marlene have seven children.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

All programs are delivered using the Zoom platform.
Confirmations will include log-in instructions.
Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA 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.nasbaregistry.org.

MAPCasts with an HR focus have been approved for recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.

MAPCasts qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA MAPCasts?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.