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Resources

Boost your knowledge, expertise and performance.

Upstream Leader Podcast

The Upstream Leader Podcast is your go-to source for insights and education on becoming a high-yield, low-maintenance leader in the accounting industry. Join hosts Jeremy Clopton and Heath Alloway for interviews with leading experts as they share their knowledge, best practices, processes, technology and more.

Episodes

A Discussion about Mental Health

Featuring Randy Crabtree

Hosted by Jeremy Clopton

Melissa Biron and Ryan Hurst

Path to Partner: Unraveling the Mystery

Featuring Melissa Biron and Ryan Hurst

Hosted by Heath Alloway

Breaking Down Barriers and Creating a Path for Others

Featuring Jonyce Bullock

Hosted by Jeremy Clopton

Subscription Options

Articles

Read articles of interest published by Upstream Academy.

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Getting the Most Out of Partner Retreats

Each year, managing partners and executive committees spend considerable time scheduling and planning the firm’s annual partner retreat.
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Thoughts on Firm Governance

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
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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.

Our Top Recommended Reads

  1. The 7 Habits of Highly Effective People—Stephen R. Covey
  2. The Advantage: Why Organizational Health Trumps Everything Else In Business—Patrick Lencioni
  3. Crucial Conversations—Kerry Patterson
  4. The Five Dysfunctions of a Team—Patrick Lencioni
  5. Free to Focus—Michael Hyatt
  6. Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty—Patrick Lencioni
  7. The Go-Giver: A Little Story About a Powerful Business Idea—Bob Burg, John David Mann
  8. Go-Givers Sell More—Bob Burg, John David Mann
  9. Good to Great—James C. Collins
  10. The Ideal Team Player: How to Recognize and Cultivate The Three Essential Virtues—Patrick Lencioni
  11. Lean In—Sheryl Sandberg
  12. Network Like a FoxNancy Fox
  13. Now, Discover Your StrengthsMarcus Buckingham, Donald
    Clifton
  14. Tell Me How I’m DoingRichard L. Williams Ph. D.
  15. True Professionalism David Maister