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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.

Optimize Your Firm Governance Model (December 6, 2023 )

As the saying states: where the head goes, the body follows. Your firm’s governance system should be effectively setting a vision, developing strategy, safeguarding and improving your firm’s culture, managing risk, and guiding major decision-making. So how well is your firm’s head moving you toward success? Join us as we discuss various governance models, the pros and cons of each, what needs to happen to find success in each model, and when to make a change.


Effective Coaching to Develop Your Bench Strength (January 9, 2024)

Effective coaching to develop and retain the next generation of leaders should be a top priority for firms. But putting it on the top if the list, doesn’t mean a quality coaching program naturally follows. So how do you develop a powerful coaching program, one that will truly make a difference? What does every coach need to know to be successful? Join Jeremy as he discussed how to create a coaching program to inspire, develop and retain your bench.


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: $350

Two-part series: $700

Three-part series: $1,050

UAN Members can attend all Management Presentations at no charge.

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: