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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 in the potential of data and technology to transform firm practice management, leadership, and firm culture. He is passionate about employee engagement and the value brought by each generation in the workforce.

Before joining Upstream Academy, Jeremy launched his own consulting firm, in which he focused on developing more successful cultures by asking better and more strategic questions. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully adopt new technology, analyze and utilize data, encourage innovation, and drive employee engagement.

He also worked for over a decade for one of the top accounting and consulting firm in the United States. His extensive experience includes data analytics, fraud prevention, and business intelligence. However, his real passion has always been going beyond providing the services clients asked for to help them determine what they needed for future success.

An avid reader, Jeremy’s leadership style has been influenced by the works of Patrick Lencioni, Daniel Pink and Scott Berkun. Beyond books, he is a fan of TED-curated content and cites Shonda Rhimes’ TED2016 talk My year of saying yes to everything as one of most influential talks of his career.

Outside of work, Jeremy enjoys spending time with his family, running, golf, and helping his wife run a non-profit organization. Jeremy and his wife, Katie, have three precocious daughters and a lazy golden retriever.

Contact Us

If you’d like to learn more about our programs, services and other resources for accounting firms, please reach out to us at Upstream Academy. Call us at 406-495-1850 or send an email to