is a director at 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 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. Visit our to see proof of some of his fish stories.
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.
Your Satisfaction Is Our Goal
As with everything Upstream Academy does, your satisfaction with Retreat Facilitation and Speaking Engagements 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.