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Advanced Partner Academy

This advanced one-year program will help partners in accounting firms
more effectively assume significant leadership roles within their firm.

Advanced Partner Academy

A new group will begin in June 2025

Partners are the horsepower of the firm, but they often receive very little input once they gain owner status.  They can feel like they’re running on fumes as they’re asked to take on new roles and leadership authority without a guidebook.

Advanced Partner Academy is designed to help partners more effectively assume significant leadership roles within the firm.  Participants will learn best practices for leading initiatives, making firm changes, creating strategic plans and running a successful team and firm.



Key Elements

Training Forums

Over the course of the one-year program, participants will receive incremental training on key skills during one-hour webinars led by skilled Upstream presenters.

Participants receive the PowerPoint, questions to consider, and other materials in advance of each presentation and access to the recorded presentation online afterward.  

To increase engagement in the monthly forums, participants are asked to commit to responding to key questions that tie to the topic during a live session. 

After the Upstream presenter has provided training and instruction on the competency, participants provide their thoughts/insights/experiences.  


Action Plans

We believe skills are best learned by “doing.”  Throughout the year, participants set and accomplish goals after each Training Forum.  

Accomplishing challenging goals allows participants to apply what they’ve learned and give value back to the firm.  Participants complete all the goals chosen prior to the program year conclusion.


virtual Conference

Networking with peers in a stimulating group environment is an important experience for all professionals.

Program participants have the option to attend a half-day virtual conference in November to continue their skill training in a more-interactive environment.

During the session, facilitators will present information on two key topics and participants will discuss in breakout sessions:

Building Relationships
Finding and Training New Rainmakers

Advanced Partner Conference and HeadWaters Leadership Conference

Program participants are invited to attend the one-day Advanced Partner Conference on July 10, 2024 to conclude the one-year program.

Additionally program participants can attend the 1 1/2 day HeadWaters Conference on July 11-12. The HeadWaters Conference is the premier conference for firm leaders in top accounting firms in the US and Canada.

These highly-interactive conferences allows participants to network with peers, share thoughts and gain insights on both current and future firm issues so they can bring new energy, ideas and best practices back to the firm.

Participants work together to solve problems they’ll face, working with different groups throughout the conference to encourage collaboration and innovative thinking.

Unconditional Guarantee

We’re confident that Advanced Partner Academy 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.


Meet Your Instructor

Jeremy Clopton

Director At
Upstream Academy

Program Information

Who should register?

This program is ideal for firm stakeholders wishing to become more effective in their roles.  Participants should be prepared to be actively engaged in improving skills and applying lessons learned to their careers.

What is included?

  • Nine forums designed to teach best practices for firm management and career development
  • Guidance in creating action plans after each training forum to ensure skills are put into practice
  • Virtual half-day session to encourage networking and build problem-solving skills
  • One day in-person event designed to take a deep-dive into key skills and to promote network building
  • Free registration to our HeadWaters Conference in July

What is the cost?

$3,900 per participant ($3,300 for UAN members)

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: