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The Upstream Academy Team

Meet Our Team

Our team combines experience across accounting, leadership, and firm operations, all focused on delivering practical, real-world training. Jeremy leads our programs, supported by a team that ensures each engagement runs smoothly and creates meaningful impact for the firms we serve.

Managing Director

Client Engagement Manager

Director of Client Experience

Strategic Growth Manager

Curriculum Manager

Meet the Upstream Faculty

We also collaborate with a network of brilliant, experienced faculty who bring additional expertise to our team through webinars, conferences, and programs. These professionals offer diverse perspectives and specialized knowledge, helping us deliver well-rounded, relevant learning experiences.

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 [email protected].