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Upstream Academy Programs

Upstream Academy programs provide innovative, proven solutions to help firms drive performance, engage and develop their best people, improve the client experience, and continue on the path to high performance.

This one-year program is designed to help you engage, advance, and retain high-potential Managers so they can more quickly and effectively manage both people and engagements. It includes monthly webinars, goals, a virtual conference, and a two-day in-person conference.

New Class each june

This two-year leadership development program challenges participants to champion their own careers through skill development and proactive work. Webinars, focused training materials, and conferences help to develop the low-maintenance, high-performing leaders your firm needs.

New class each june

This one-year program helps partners assume significant leadership roles. Using forums, individual goal-setting, a focused one-day conference, and free HeadWaters registration, participants learn best practices to lead initiatives, make firm changes, create strategic plans, and run a firm.

new Class each june

These webinar series help participants embrace vital firm concepts. Discussion questions and assignments help generate ideas and implement lessons learned. The full firm can participate in the selected series: Pre-Manager, Manager, or Operational Professional.

new series each june

These monthly webinars for firm partners tackle today’s hottest issues head-on. We’ll help your firm think strategically, understand vital principles and processes, and achieve desired outcomes. For one price, all individuals from the firm can participate in each one-hour webinar.

Ongoing

This two-day annual conference brings together top firm leaders from across North America to help develop dynamic, successful firms. This year marks HeadWater’s 25th year, providing guidance to help your firm improve strategic planning and implementation.

two-day conference each july

This discussion and networking-based program brings together accounting firm professionals from across the U.S. and Canada for real conversations about real challenges. Each group is made up of people in similar roles, so discussions are relevant, practical, and immediately applicable.

New class each June

Want a coordinated training plan to develop all levels of your firm? 

Take a look at the Upstream Academy Network for coordinated programs and discounts. 

Or looking for more personalized content? 

Check out our retreat facilitation and speaking engagement options. 

Explore more about how we work with firms: