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Register for the four-part Data Analytics series

Analytics as a Driver of Growth and Innovation

You’ve heard data analytics touted as a great enhancement to both internal processes and client service, but often the explanation of exactly how analytics can be beneficial to the firm and its clients is vague. 

Explore how analytics can be used to identify issues and opportunities, drive firm growth, and provide new ways of thinking about client issues during a new four-part series.

Gather your partner group, your next generation of leaders and your staff and join Jeremy Clopton. 

This series is ideal for those who are not ready to dive into the Launching Data Analytics BootCamp and those who have attended the BootCamp and want to share the potential of data analytics with other firm members.

When firms purchase the series, they will receive access to all four live webinars and access to the recorded webinars to share with current and future firm members.

Everyone at your firm can participate (and receive up to four hours of CPE) for $1,200. UAN members get a discounted rate of $900.

Sessions included in the Analytics as a Driver of Growth and Innovation Series
All sessions will be held at 9am Pacific, 10am Mountain, 11am Central and 12noon Eastern
  Principles of Data Analytics

If you want to use analytics to build a future-ready firm, you first need a solid foundation.  Let’s talk about the terms everyone’s throwing around (data mining, big data, machine learning, artificial intelligence, blockchain, etc.).  During the first session, Jeremy will explain the terms and then focus on a process for identifying the right problems to solve, determining relevant internal (and client) data and selecting methodologies.  


Applications of Analytics in Public Accounting


Analytics has a myriad of applications within public accounting – so where do you start?  During the second session, Jeremy will talk about how analytics can be used both internally and with clients to enhance attest, tax and advisory services.  He’ll also provide practical examples of how firms are creating successful analytics service lines, and how to pinpoint the right clients for growth as you start building your own internal or client service.


Driving Action through Analytics

  Analyzing the data doesn’t help the firm, if you can’t communicate the insights gained – both internally and to your clients.  So how do your ensure all firm members know what to say when data analytics opportunities arise?  During the third session, Jeremy will discuss how to communicate through analytics, how to create presentations that drive action, and how to create a data-fluent culture – so everyone in the firm can speak knowledgeably about analytics.

Talking About Analytics with Clients and Prospects


Let’s put analytics to work for clients.  During the final session of the series Jeremy will talk business development.  He’ll provide strategies to pinpoint client (and prospect) needs and use real life examples to explain how analytics can enhance understanding of a client’s current situation, bring clarity to complex future issues, and provide insights to help you more effectively provide advisory services to almost any client. 


Your Satisfaction Is Our Goal

As with everything Upstream Academy does, your satisfaction with this series is guaranteed. If you are not completely satisfied with the value you receive, we will, at your option, either refund your money or accept the portion of those fees that reflects your level of satisfaction.

CPE Sponsor

Upstream Academy will recommend 4 hours of CPE credit for participation in this course. Prerequisite: None Skill Level: Overview Learning Objectives:To assist firms to understand data analytics and start to use them to help the firm and clients.

Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.