Kate Cummings
Kate supports the Upstream Academy team by planning and executing conferences, coordinating participant communication, and using her marketing strengths to help the team’s expertise shine. Her background in event management, communications, and creative media brings valuable experience to her work with both the team and clients. Before joining Upstream, Kate served as Managing Director of Fuse Theatre Ensemble, […]
Heath Alloway
Heath’s unique skillset helps clients thrive no matter the business climate. Driven by a passion for helping others, he works closely with profession leaders to position firms for success through people development, strategic growth, and positive change. He is a popular coach and speaker for firm and conference presentations. Heath has spent over a decade […]
Heath Alloway
As Upstream Faculty, Heath brings energy and insight to podcasts, presentations, and facilitation. Working as the Chief Growth Officer at Harris CPAs, he has his finger on the pulse of the industry and provides real-firm perspective to everything he does.
Rhees Miller
Rhees is the newest member of Upstream and has proved invaluable in the move to more online content. In addition to his work on on-demand sessions, Rhees is our CPE guru and helps keep clients organized as they find, attend, apply for and track their annual licensing credits. In his spare time, he can be […]
Kelsey Mundt
Kelsey enjoys serving Upstream Academy clients and working with the UA team. Her main area of focus is working with Emerging Leaders Academy and New Manager Academy participants providing direction and accountability measures as they develop their professional careers. She also organizes Upstream conferences, researching locations, serving as hotel liaison and providing information to conference […]
Georgia Cummings
Georgia has been with Upstream since 2004 and loves working with the professional clients that find their way to Upstream Academy. She consults with clients, develops new services, provides marketing direction and ensures quality in everything Upstream does. Her favorite part of working at Upstream is helping clients achieve their goals, since it’s so rewarding […]
Jeremy Clopton
A dynamic and insightful presenter, Jeremy is a frequent speaker at industry events around the world. His dedication to meeting and exceeding client expectations makes him a favorite for participants. He also serves as a faculty member for the ACFE and as an instructor at the Management Development Institute at Missouri State University. Jeremy believes […]
Sam Allred
Sam Allred is retired as of January 1, 2024. After a remarkable career spanning nearly four decades, Sam has left an indelible mark on the accounting industry and provided invaluable insights to hundreds of CPA firms worldwide. Sam’s innovative programs for firm members (including Emerging Leaders Academy, New Manager Academy and Career Development Series) are […]