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Management Presentations

Upstream Academy tackles today’s hottest issues head-on in these one-hour virtual presentations. We’ll help your firm think strategically, understand vital principles and processes and achieve desired outcomes. 

Management Presentations

Management Presentations

For one price, all individuals from the firm can participate in each one-hour webinar.  During the live presentation, participants can ask questions related to the topic and receive knowledgeable answers drawn from the presenter’s many years of experience consulting and interacting with hundreds of accounting firms around the world.

After each Management Presentation, registered firms automatically receive one year of access to the recorded on-demand webinar to share with firm members.

Upcoming Presentations

Management Presentations start at 10:00am Mountain (noon Eastern) and last one hour. CPE credit is available for those who attend.

October 20, 2022 

Your firm has data – on clients, prospects, personnel, invoicing and a range of other issues. Do you use it effectively? Do you know how to capture the right information to create more data-driven (and better) firm decisions? Join Heath for an insightful look at how to capture, collect and analyze the right data – to enhance firm processes, improve billing, create more targeted business development and enrich your client service.


November 17, 2022 

Many firm leaders express a desire to become a legacy firm – right up until they suddenly merge into a larger firm. What happens to change their minds? And is remaining independent a viable option for your firm? Or should you start making plans to get the most value possible in a merger? Join Sam for an in-depth discussion of the upsides and downsides of making independence a top priority. He’ll discuss what needs to be in place to remain independent or make yourself ready for merger in key firm areas –bench strength, service offerings, business development, technology, client service and culture.


December 6, 2022 

Most leaders understand the bench strength concept, but far too few firms proactively do what’s needed to develop the strength their firms will need 15, 10, or even 5 years down the road. So, how do you correctly measure and monitor bench strength? What has changed for today’s partner advancement, retention and requirements, and how do you factor these new trends into your planning? Join Jeremy as he discusses how to effectively plan for your future partners.


Satisfaction Guarantee

As with everything Upstream Academy does, your satisfaction is guaranteed. If you are not completely satisfied with the value you receive, we will either refund your money or accept a portion of those fees that reflects your level of satisfaction.


Stand-alone presentations: $295

Two-part series: $590

Three-part series: $850

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: