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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 81

Navigating Loss: Grief and Bereavement in the Workplace

Featuring Karen Scott and Melanie Blair

Hosted by Heath Alloway

Episode 80

Building a Powerful Network
and a Collaborative Future

Featuring Caitlin Gibbs, Matt Skinner, Trevor Brown

Hosted by Heath Alloway

Episode 79

Stop Complaining and Start Teaching: Cultivate Professionalism

Featuring Sarah Krom

Hosted by Jeremy Clopton

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Articles and Insights

Find insights on key topics and articles of interest published by Upstream Academy.

Transitioning Managing Partners

Running a Firm Like a Business: Building the Future of Your Firm

How to Adopt an Advisory Mindset

Partner Goal Setting in Accounting Firms

Getting the Most Out of Partner Retreats

Admitting Income Partners

Thoughts on Firm Goverance

M & A 3: Overcoming Stakeholder Challenges in Mergers & Acquisitions

M&A 2: Identifying Merger/Acquisition Candidates: All Firms Are Not Created Equal

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

Navigating Loss: Grief and Bereavement in the Workplace

Featuring Karen Scott and Melanie Blair

Hosted by Heath Alloway

Building a Powerful Networkand a Collaborative Future

Featuring Caitlin Gibbs, Matt Skinner, Trevor Brown

Hosted by Heath Alloway

Stop Complaining and Start Teaching: Cultivate Professionalism

Featuring Sarah Krom

Hosted by Jeremy Clopton

Subscription Options

Articles and Insights

Our Top Recommended Reads

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Helena, MT 59624

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Building a Powerful Network
and a Collaborative Future