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Upstream Academy Network

Upstream Academy Network is an association unlike any other in the accounting profession. It brings together public accounting firms that have a passion for excellence in everything they do.

Membership period is May 1-April 30 of each year.

Membership Options

UAN offers three membership tiers to provide options for all accounting firms, regardless of size or location.

Membership Benefits

Firm leaders need innovative ideas and best practices for
successfully handling challenges and opportunities that present
themselves each year.

UAN membership includes free access (for all members of your firm who wish to participate) to ten virtual presentations each year, plus access to the recorded session for one year.

These one-hour presentations are delivered via webinar and focus on relevant firm management topics.  CPE is available for all Management Presentations for anyone who attends the live session or completes the self-study option.

Firm leaders need to be able retain and develop enough of the right people – especially at the new manager level.

This one-year program is designed to help you engage high-potential, newly-promoted Managers, and accelerate their training so they can more quickly and effectively manage both people and engagements.

Membership includes:

  • Tier 1: one free NMA, ELA or APA participant
  • Tier 2: two free NMA , ELA and/or APA participants
  • Tier 3: three free NMA , ELA and/or APA participants

UAN members can enroll additional participants for $3,300 per participant.

Firms need to consistently cultivate high-yield, low-maintenance future leaders.

This two-year program develops your next generation of leaders using a combination of virtual leadership development webinars and conferences, individual goal setting, mentoring by an experienced partner, and completion of firm projects.

Membership includes:

  • Tier 1: one free NMA, ELA or APA participant
  • Tier 2: two free NMA , ELA and/or APA participants
  • Tier 3: three free NMA , ELA and/or APA participants

UAN members can enroll additional participants for $3,300 per participant.

Firm Partners need inspiration and assistance to help them stay excited, engaged and growing throughout their career.

This one-year program helps firm partners more effectively assume significant leadership roles within the firm, by learning best practices and key principles for leading initiatives, making firm changes, and creating strategic plans 

Membership includes:

  • Tier 1: one free NMA, ELA or APA participant
  • Tier 2: two free NMA , ELA and/or APA participants
  • Tier 3: three free NMA , ELA and/or APA participants

UAN members can enroll additional participants for $3,300 per participant.

Firms need training to increase skills, confidence and ability across all levels of the firm.

Every year we present several series, each focused on a different firm level: Operational Professional, Manager and below Manager. 

Series include eight one-hour webinars, discussion questions and sample goals to generate discussion and encourage participants to immediately implement lessons learned. Unlimited firm members can participate.  Membership includes:

  • Tier 1: one free series
  • Tier 2: two free series
  • Tier 3: all three free series

UAN members can enroll in additional series for $2,100 per series.

Up-and-coming firm leaders should be able to develop a strong network with peers from similarly sized firms.

Quarterly facilitated meetings provide a forum for sharing best practices, solving challenges and discussing the most common issues facing leaders in the accounting.  We have groups for managers, senior managers, partners, COOs, firm administrators, and HR, marketing and L&D professionals. Membership includes:

  • Tier 1: one free participant
  • Tier 2: two free participants
  • Tier 3: three free participants


UAN members can enroll additional participants for $970 each.

Discounts on Everything We Do​

UAN members receive discounts on all UA programs, events and on-demand training.

At 15% off (minimum), we guarantee you won’t find our services and products priced lower than what you receive as a UAN member.