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Upstream Peer Network is comprised of high-performing leaders who wish to connect with peers within the accounting profession. The program provides a forum for sharing best practices, solving challenges and discussing opportunities. Upstream facilitators lead the sessions, ensure productive exchanges and share insights.

Eligibility: The program is specifically designed for leaders in accounting firms in the US and Canada regardless of level or focus. We will have groups for managers, senior managers, partners, COOs and firm admnistrators, and professionals responsible for marketing, human resources and/or L&D. Each group is built based on similarity in role and position within firms to ensure each member of the networking group has something to contribute and gain from the networking opportunity.

Heath AllowayProgram Schedule: We create new networking groups each year in June with a registration deadline of June 1. You can join during the year for a prorated rate, if space is available in an appropriate group.

Quarterly Check-in: Quarterly group meetings begin in June or early July. Virtual meetings last approximately one hour per session. Prior to the virtual meeting, registrants can contribute topics and objectives to ensure we focus on the issues most important to the group. All topics are open for discussion.

Facilitation: Heath Alloway, Director at Upstream Academy, interacts with hundreds of CPA firms each year via professional conferences, webinar presentations and discussion facilitation. 

Price Commitment: Participants can join for $1,000 per year ($850 for UAN Members).

UPN registration is also included with UAN Tiers.

For further details please contact Heath Alloway at heatha@upstreamacademy.com

 

Comments from Past Participants

 

"I appreciate all of the Upstream team’s commitment and efforts to create a platform to connect with other professionals over this past year. It has been a great experience and then some!!!"

Grace P. Gonzalez
Partner at The Bonadio Group

     

 

“I sincerely enjoyed connecting with my peers in Upstream Peer Network groups. Authentic sharing of challenges, ideas, and resources provided helpful insight into issues important to me. I have also enjoyed benefits from ongoing collaboration with like-minded peers after the group’s conclusion. Highly recommend!”

Jordan Rodgers
Senior Manager at Brady Martz & Associates, P.C.

     
 

“Thanks to the Upstream team for hosting the peer network series of calls. I thought it was very valuable and hope that we can continue to build on the program. Due to similar roles in the profession, I plan to stay in touch with multiple group members.”

Ryan Hurst
Partner at RKL LLP

 

Your Satisfaction Is Our Goal

As with everything Upstream Academy does, your satisfaction with Upstream Peer Network 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.