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Take a "leave nothing to chance" approach to building a data analytics service line.

Are you tapping into the power of the data at your fingertips?  By strategically assessing the right data and leveraging technology, you can provide better attest services and enhance your advisory service offerings for clients.

Itís easy to get overwhelmed by the volume and variety of data available. And it seems each year thereís more and more information to process. So how do you track and analyze the right numbers without getting bogged down in the weeds?

When's the next LDA BootCamp?

Launching Data Analytics BootCamp will help you build a data analytics service line for both internal and client use with a comprehensive step-by-step process for success.  

Contact us at info@upstreamacademy.com to be notified when we schedule a new session.

If you are looking for a more customized BootCamp, we also offer the option for your firm to schedule it's own customized session of Launching New Services.


Who should attend? The objective of this BootCamp is for you to launch a successful data analytics service line.  To accomplish this, it takes more than one person.  It is important you have a team of individuals working together toward this goal, your Launch Team.  The size of the Launch Team is up to you, and the BootCamp is designed for that team.

What can you expect? Jeremy will use a combination of presentation, customized planning tools and peer-to-peer sharing to provide a step-by-step guide to creating a successful and profitable data analytics service line.

What is included? Firms will follow a three-step process that results in a customized plan to launch a new service line at the conclusion of the program:

  • An online tutorial for firm leaders and your Launch Team
  • Homework to be completed by the firm and your Launch Team
  • 10 hour virtual workshop attended by your Launch Team with an additional 10 hours of open office hours while your firm works on its launch plan

What is the cost? The registration fee is $5,000 for your firmís Launch Team ($4,250 for UAN Member Firms).


Key Elements of Launching Data Analytics

1 Launching Data Analytics 101

When you register for the program, you’ll gain access to an online tutorial to walk you through the basics of data analytics, the resources needed to launch a data analytics program and how to complete the BootCamp Preparation Workbook.

The objective of the online tutorial is to provide you the foundation you need to prepare for the BootCamp.

  • What is analytics?
  • What analytics should you offer?
  • What differentiates analytics for advisory services from analytics within attest?
  • How do you define analytics for your firm?
  • How can you identify the need in your client base?
  • How do you find existing expertise?
  • How do you determine goals for the service line?
  • What’s the time frame for building and launching the service line?

During this session, Jeremy will also introduce a method for defining levels to use for measuring success as the service line matures.


2 BootCamp Preparation

Before firm members attend the BootCamp, weíll lay the groundwork for success.

Upstream will provide guidelines for launching a successful service line. Using a planning platform, we’ll help you:

  • Define the analytics service line
  • Select service line owners
  • Identify goals for the new service line
  • Identify your initial industry of focus
  • Explore possible revenue streams
  • Identify competitors
  • Pinpoint your firm’s differentiators
  • Identify leadership and choose your ideal team attributes
  • Draft initial KPIs

The Launch Team will work through the BootCamp Preparation to ensure they leave with a complete plan to launch a successful data analytics service line.


3 Launching Data Analytics BootCamp

Those selected for your firmís Launch Team will meet virtually for a five day Data Analytics BootCamp. Each day participants will learn key concepts necessary to launch a data analytics service line during a two-hour virtual session.   

Topics will include the challenges in starting a new service line, strategies to overcome these challenges, technology considerations, personnel training, marketing the service both inside and outside the firm, sustainability, and profitability.

Teams will then work on their firmís plans and receive feedback during open office hours with Jeremy.

Attendees will leave the BootCamp with a plan and the tools they need to launch a successful and profitable data analytics service line.




4 Experienced Instructor

Thought leader for our profession, Jeremy Clopton, has years of experience navigating the challenges of starting and running a successful niche.

Jeremy Clopton gained his real world experience from his work with one of the top accounting and consulting firms in the country, where he led the firm-wide Big Data & Analytics practice.  During his 12 years there, Jeremy gained extensive experience in data analytics, fraud prevention, and business intelligence, but his real passion was going beyond providing the services clients asked for – to help them determine what they needed for future success. Jeremy believes in the potential of data and technology to transform firm practice management, leadership, and firm culture. 

A dynamic and insightful presenter, Jeremy speaks both in the US and abroad at industry events, as a faculty member for the ACFE and as an instructor at the Management Development Institute at Missouri State University. His dedication to not just meeting, but exceeding, client expectations makes him a favorite for participants.


5 Continuing Professional Education (CPE)

Upstream Academy will recommend CPE credit based on the level of participation in this course. Prerequisite: None Advanced Preparation: None. Skill level: Overview

Upstream Academy 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.

6 Unconditional Guarantee

We’re confident that Launching Data Analytics will be of immeasurable value to you. Like everything we do at Upstream Academy, this program is unconditionally guaranteed to your full satisfaction. If you’re 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.