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Guiding Accounting Firms
to High Performance

At Upstream Academy, 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.

Client Career Training
On-demand training in business and leadership skills
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Management Presentation
Making Data-Driven Firm Decisions
October 20, 2022
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Management Presentation
Should Firms Really Eliminate the Billable Hour?
September 23, 2022
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HeadWaters Conference
Denver, Colorado
July 13-14, 2023
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Emerging Leader Academy
Registration deadline May 15
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New Manager Academy
Registration Deadline June 1
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Jeremy Clopton

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, Upstream Peer Network and/or New Managers Academy, free Career Development Series, registration in Client Career Training,  and discounts on everything else Upstream does.

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.

Upstream Leader
Podcast

Recommended
Reading

Articles, Shared
Content

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.