Upstream Academy logo


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.


Finding Fulfillment in Work and Life

Featuring Jonathan Clark

Hosted by Jeremy Clopton

Recruiting the Next Generation in Your Firm

Featuring Parker Pell

Hosted by Jeremy Clopton

Giving Your Staff a Voice and Path

Featuring Marty Brown

Hosted by Heath Alloway

Subscription Options


Read articles of interest published by Upstream Academy.

Upstream Academy logo

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.
Upstream Academy logo

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
Upstream Academy logo

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 FoxNancy Fox
  • Now, Discover Your StrengthsMarcus Buckingham, Donald
  • Tell Me How I’m DoingRichard L. Williams Ph. D.
  • True Professionalism David Maister