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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

Episode 42

Finding Fulfillment in Work and Life

Featuring Jonathan Clark

Hosted by Jeremy Clopton

Episode 41

Recruiting the Next Generation in Your Firm

Featuring Parker Pell

Hosted by Jeremy Clopton

Episode 40

Giving Your Staff a Voice and Path

Featuring Marty Brown

Hosted by Heath Alloway

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Articles

Read articles of interest published by Upstream Academy.

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.

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

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

The 7 Habits of Highly Effective People—Stephen R. Covey
The Advantage: Why Organizational Health Trumps Everything Else In Business—Patrick Lencioni
Crucial Conversations—Kerry Patterson
The Five Dysfunctions of a Team—Patrick Lencioni
Free to Focus—Michael Hyatt
Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty—Patrick Lencioni
The Go-Giver: A Little Story About a Powerful Business Idea—Bob Burg, John David Mann

Go-Givers Sell More—Bob Burg, John David Mann
Good to Great—James C. Collins
The Ideal Team Player: How to Recognize and Cultivate The Three Essential Virtues—Patrick Lencioni
Lean In—Sheryl Sandberg
Network Like a Fox—Nancy Fox
Now, Discover Your Strengths—Marcus Buckingham, Donald
Clifton
Tell Me How I’m Doing—Richard L. Williams Ph. D.
True Professionalism— David Maister

Resources

Upstream Leader Podcast

Episodes

Episode 42

Finding Fulfillment in Work and Life

Featuring Jonathan Clark

Hosted by Jeremy Clopton

Episode 41

Recruiting the Next Generation in Your Firm

Featuring Parker Pell

Hosted by Jeremy Clopton

Episode 40

Giving Your Staff a Voice and Path

Featuring Marty Brown

Hosted by Heath Alloway

Subscription Options

Articles

Getting the Most Out of Partner Retreats

Thoughts on Firm Governance

Preparing Your Firm for a Merger: The First (and Most Important!) Step

Our Top Recommended Reads

Contact

406.495.1850

info@upstreamacademy.com

P.O. Box 1147

Helena, MT 59624

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