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New Manager Academy

This advanced one-year program for new managers in accounting firms will help you engage, advance and retain your best.

New Manager Academy logo

New Manager Academy

A new group will begin in June 2024

The single biggest issue facing our profession is engaging, retaining and developing enough of the right people. Unfortunately, those with 4-7 years experience can be a flight risk – and losing your high-potential individuals just as they’ve stepped up to Manager can have long-term negative repercussions for your firm.

New Manager Academy is designed to help you engage high-potential, newly-promoted Managers, and accelerate their training so they can more quickly and effectively manage both people and engagements.

The primary measurement of success for this program will be the incremental, consistent, noticeable difference in skills, confidence and ability witnessed by participants and firm leaders who work alongside them.

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 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, assigned 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.

Guides work closely with participants, helping them select proper goals and holding them accountable for their Action Plans. With guide-ensured accountability, accomplishing challenging goals allows participants to apply what they’ve learned and give value back to the firm. Participants complete all the goals set in their Action Plans prior to the program year conclusion in May.


New Managers Conference

Networking with peers in a stimulating group environment is an important experience for all professionals. Program participants have the option of attending the New Manager Conference, either in-person or virtually in May 2024.

This highly-interactive 1½ day conference 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.

During the event, participants work together to solve problems they’ll face as new managers to encourage collaboration, innovative thinking and networking with as many peers as possible.


The process of learning new principles and skills is almost always easier if accompanied by someone who has previously walked the same path.

The firm assigns participants an experienced in-house guide to work with them throughout the program to help participants set and accomplish goals and complete assignments.

Upstream Academy provides three virtual training sessions for the individuals who are selected to serve as guides.

A limited number of Upstream guide spots are available for an additional charge, if you need an experienced Upstream facilitator to help develop your participant’s career.  Contact us for details.

Unconditional Guarantee

Like everything we do at Upstream Academy, New Manager Academy is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will either waive your fee or accept that portion of the fee that reflects your level of satisfaction.

Meet Your Instructors

Jeremy Clopton

Director At
Upstream Academy

Program Information

Who should register?

This program is ideal for Managers 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 key Manager proficiency topics
  • Guidance in creating Action Plans after each Training Forum to ensure skills are put into practice
  • A 1 ½ day in-person (or virtual) event designed to take a deep-dive into key Manager skills and encourage networking and innovation
  • Three advanced training sessions for guides 

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: