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E-Learning

Our wide variety of firm management topics will help you gain skill in leadership, team development, client management, business development, and financial management.   

E-Learning

Our e-learning sessions are hosted on our partner site, Prolaera.  Once you purchase sessions on our purchase site, you will receive an email within 2 business days with information on how to access the session.

Year-End Review: Reflecting on 2024 and Setting Intentions for 2025

Let's reflect on 2024's accomplishments and challenges while setting intentional goals for 2025. Explore key insights and actionable steps to drive growth, leadership, and success in the year ahead.
target audience:
CPE credits

Transitioning Managing Partners

Discover how to navigate leadership transitions seamlessly with Upstream Academy’s article and whitepaper, "Transitioning Managing Partners: Guiding Your Firm Through Leadership Change." Learn strategies for strong governance, leadership development, and proactive succession planning to prepare your firm for future success.
target audience:
CPE credits

Thoughts on Firm Goverance

As we work with CPA firms around the country, it’s clear that managing partner performance and keeping everyone headed in a unified direction has become an increasingly difficult task. During the exceptionally good times of the late 1980s until 2007, firms seemed able to succeed in spite of themselves. Work appeared to be limitless and firm profits and partner income were at all‐time highs. The biggest struggle was hiring and keeping sufficiently staffed to handle the work demand.
target audience:
CPE credits

Running a Firm Like a Business: Building the Future of Your Firm

Explore how accounting firms can transition from traditional partnership models to a business-driven approach, focusing on leadership, growth, efficiency, and innovation. Learn actionable strategies to build a future-ready firm with our comprehensive guide.  
target audience:
CPE credits

Partner Goal Setting in Accounting Firms

Partner goal setting is more than a checklist—it’s a strategic foundation that drives firm-wide growth and high performance. At Upstream Academy, we’ve spent decades helping accounting firms master the art of goal setting to elevate partner engagement, accountability, and overall firm success. This article offers a deep dive into how effective partner goal setting can transform your firm. Learn how to align partner objectives with strategic initiatives, foster a culture of accountability, and position your firm as a leader in an evolving industry.
target audience:
CPE credits

M&A 2: Identifying Merger/Acquisition Candidates: All Firms Are Not Created Equal

If you’re serious about your strategy, recruiting can’t be approached as an event. You must accept that recruiting other firms is an ongoing process and that you’re not going to become great at it without incurring a few battle scars along the way. Firms that see recruiting as a process and become highly effective in that process will save themselves untold angst as transactions take place.
target audience:
CPE credits

M & A 3: Overcoming Stakeholder Challenges in Mergers & Acquisitions

In this article, we’ll look at some of the issues that typically arise in the merger process, and help you determine what your responses will be before you’re faced with these challenges.
target audience:
CPE credits

M & A 1: Preparing Your Firm for a Merger: The First (and Most Important!) Step

We’re living in a time when unprecedented numbers of firms are considering mergers and acquisitions. Many are pursuing this strategy as a way to grow the top line and enhance the resources of their organization. If you’re considering a merger or series of mergers as part of your strategic plan, you also need to make it part of your plan to be well prepared for what’s ahead.  Let’s discuss how to prepare.
target audience:
CPE credits

Leadership Under Pressure: Preparing Your Team for Peak Season Success 

Discover strategies for thriving during peak season with actionable tips on communication, prioritization, and team morale. Lead your accounting firm with intention and resilience.
target audience:
CPE credits

Kickstarting 2025 with a Strong Leadership Mindset

Discover actionable strategies for Kickstarting 2025 with a Strong Leadership Mindset. Learn how to transition from reflection to proactive leadership, set purposeful goals, and lead your firm through a year of intentional growth and meaningful progress.
target audience:
CPE credits

How to Adopt an Advisory Mindset

target audience:
CPE credits

Getting the Most Out of Partner Retreats

target audience:
CPE credits

Admitting Income Partners

Strong growth, retention challenges, and the changing face of accounting firm hires have led to increased discussion around the potential role of income partners in a firm. Let’s candidly discuss the benefits, potential pitfalls, and best practices when adding income partners to your firm’s structure.
target audience:
CPE credits

2025 Leadership Roadmap: A Year of Intentional Growth 

Discover the 2025 Leadership Roadmap, a quarterly guide designed to help accounting leaders prioritize key actions, align goals, and foster team development. Download now to lead with clarity and purpose in the year ahead.
target audience:
CPE credits

Contact Us

If you’d like to learn more about our programs, services and other resources for accounting firms, please reach out to us at Upstream Academy. Call us at 406-495-1850 or send an email to [email protected].