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HeadWaters Conference

Our two-day annual leadership conference for CPAs includes top firm leaders and consultants to help develop dynamic and successful firm leaders.  Join us each July!

HeadWaters Conference

July 13-14, 2023

Hyatt Regency Denver

“The best thing this conference provides is the opportunity to hear from innovative, forward-thinking leaders, which really allows me to rise out of the details and issues in my day-to-day and gain perspective and see where my personal and firm opportunities are. The conference is BOTH theory and practical which I love”

Bryce Hatch

Hagen, Kurth, Perman & Co. PS

Additional Information

Who Should Attend?

HeadWaters is attended by managing partners, shareholders, firm administrators, and current and future leaders.

What is the cost?

Individuals can register for $1,375  (UAN Members pay $1.025).

Unconditional Guarantee

We’re confident that the HeadWaters Leadership Conference 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.

2022 Agenda

7-8 a.m. Breakfast

8-8:15 a.m. Welcome and Logistics (Jeremy Clopton, Director at Upstream Academy)

8:15-9:30 a.m. Creating a Culture Open to Change (Jeremy Clopton, Director at Upstream Academy)

9:30-9:45 a.m. Break

9:45-11 a.m. Redefining Productivity (Courtney DeRonde, Managing Partner at TDT CPAs & Advisors)

11-11:15 a.m. Break

11:15 a.m.-12:30 p.m. Giving Younger Staff a Voice and Path for Intentional Development (Marty Brown, President and CEO at PYA)

12:30-1:30 p.m. Lunch

1:30-2:45 p.m. Concurrent sessions - Select one of four

Rethinking the Path to Partner (Jennifer Cantero, Director of Marketing and Sustainability at Sensiba San Filippo, LLP)

Modifying Firm Leadership Structures for Sustainability (Steve Castino, Executive Partner at Vestal & Wiler)

Cultivating Innovation Instead of Waiting for Brilliance to Strike (Heath Alloway, Director at Upstream Academy)

Rethinking Partner Compensation to Drive Partner Satisfaction (Kristen Rampe, Managing Principal at Rampe Consulting)

2:45-3 p.m. Break

3-5 p.m. Discussion Forums: Shared Challenges, Shared Solutions (Sam Allred, Heath Alloway, Marty Brown, Jeremy Clopton, Kristen Rampe and John Sensiba)

5:15-6:15 p.m. Reception

7-8 a.m. Breakfast

8-9:15 a.m. How Purpose and Passion Can Engage and Lead to Profits (John Sensiba, Managing Partner of Sensiba San Filippo, LLP)

9:15-9:30 a.m. Break

9:30-10:45 a.m. Stop Forcing Your Llamas to Eat Goat Chow: Rethinking Client Service (Julie Eisenhauer and Jennifer Harris, Shareholders at Clark Nuber PS)

10:45-11 a.m. Break

11 a.m.-12:15 p.m. Taking What You've Learned and Driving Change (Sam Allred, Director at Upstream Academy)

7-8 a.m. Breakfast

8-8:15 a.m. Welcome and Logistics (Jeremy Clopton, Director at Upstream Academy)

8:15-9:30 a.m. Creating a Culture Open to Change (Jeremy Clopton, Director at Upstream Academy)

9:30-9:45 a.m. Break

9:45-11 a.m. Redefining Productivity (Courtney DeRonde, Managing Partner at TDT CPAs & Advisors)

11-11:15 a.m. Break

11:15 a.m.-12:30 p.m. Giving Younger Staff a Voice and Path for Intentional Development (Marty Brown, President and CEO at PYA)

12:30-1:30 p.m. Lunch

1:30-2:45 p.m. Concurrent sessions - Select one of four

Rethinking the Path to Partner (Jennifer Cantero, Director of Marketing and Sustainability at Sensiba San Filippo, LLP)

Modifying Firm Leadership Structures for Sustainability (Steve Castino, Executive Partner at Vestal & Wiler)

Cultivating Innovation Instead of Waiting for Brilliance to Strike (Heath Alloway, Director at Upstream Academy)

Rethinking Partner Compensation to Drive Partner Satisfaction (Kristen Rampe, Managing Principal at Rampe Consulting)

2:45-3 p.m. Break

3-5 p.m. Discussion Forums: Shared Challenges, Shared Solutions (Sam Allred, Heath Alloway, Marty Brown, Jeremy Clopton, Kristen Rampe and John Sensiba)

5:15-6:15 p.m. Reception

7-8 a.m. Breakfast

8-9:15 a.m. How Purpose and Passion Can Engage and Lead to Profits (John Sensiba, Managing Partner of Sensiba San Filippo, LLP)

9:15-9:30 a.m. Break

9:30-10:45 a.m. Stop Forcing Your Llamas to Eat Goat Chow: Rethinking Client Service (Julie Eisenhauer and Jennifer Harris, Shareholders at Clark Nuber PS)

10:45-11 a.m. Break

11 a.m.-12:15 p.m. Taking What You've Learned and Driving Change (Sam Allred, Director at Upstream Academy)

Sponsors

NASBA_CPERegistry_logo_color_transparent
After attending the HeadWaters Conference, you will be able to identify and implement improvements to your leadership development skills, as well as your firm’s leadership development processes.
Upstream Academy will recommend 13 hours of CPE credit for participants. Prerequisite: 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: www.nasbaregistry.org.