Guiding Accounting Firms
to High Performance
Upstream helps the modern accounting firm grow through intentional leadership and continuous development. By combining hands-on training, real-world insights, and a powerful community, we empower accounting professionals to lead with confidence and build firms ready for what’s next.
Upstream Academy Network (UAN)
An association unlike any other, Upstream Academy Network brings together public accounting firms with a passion for achieving excellence in everything they do. Upstream Academy offers an enticing menu of services and programs to the entire accounting profession; network membership is for those who want it all.
Members enjoy free access to Management Presentations, registrations in Emerging Leaders Academy, Advanced Partner Academy, and/or New Managers Academy, a free Career Development Series, and Upstream Peer Network participation, as well as discounts on everything else Upstream does.
Accounting firm leadership development starts with UAN.
Programs
Upstream Academy has a wide array of programs to help your firm members develop the necessary habits to drive career and firm success.
Services
We work closely with clients to address their firm’s most pressing needs. Our retreats and speaking engagements will help you develop actionable steps toward measurable improvements.
Retreat
Facilitation
Take on today’s biggest challenges with expert advice from our retreat facilitators. Our unique approach helps ensure that goals set become goals accomplished.
Speaking
Engagements
Engage participants and provide lasting value. Our speakers captivate audiences with a unique understanding of timeless principles and proven processes.
On-Demand Learning
Take a deeper dive into our program offerings. Get a sense of what you’ll learn and what to expect, including course materials, virtual sessions, coaching and hands-on learning experiences. The Learning Center includes a searchable listing of available courses.
Resources
To gain further insights and education for becoming a high-performance and low-maintenance leader, read articles of interest written by Upstream Academy facilitators and delve into recommended books.
Our creative, passionate professionals serve as catalysts for excellence, providing innovative solutions for today’s challenges and helping your firm proactively prepare for tomorrow. Let us help you achieve greater success.
About
The Upstream Academy Leadership Team includes thought leaders, coaches and speakers within the accounting profession. Guided by extensive real-world experience working with leading CPA firms, we go beyond what clients ask for to offer proven processes for successfully navigating the challenges of the future.
