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Sam Allred


Sam is widely recognized as one of the leading influencers in the accounting profession. He has been listed for six consecutive years as one of IPA’s Most Recommended Consultants.

Sam interacts with hundreds of CPA firms around the world every year. He is in high demand as a facilitator for firm retreats and as a speaker at conferences, retreats, management presentations and training sessions.

He energetically and creatively engages all partners in implementing proven processes for successfully navigating challenges. He speaks and writes extensively on topics of importance to the accounting industry.

Sam is the founder of LeaderSkills Institute, which develops professional training materials to help CPA firms teach and promote leadership skills internally. He has also led in the development of an innovative consulting methodology that is widely practiced by hundreds of CPA firms throughout the United States.

Sam’s hobbies include spending time with his family, fly fishing and golf. He and his wife Marlene have seven children.

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