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Management Presentations


Upcoming Presentations

Sam Allred, Heath Alloway and Jeremy Clopton present 8-10 topics a year. To ensure that as many people as possible receive value from your firm’s involvement in these presentations, there is no limit to the number of individuals from the firm who can participate in each webinar. During the live presentation, participants can ask questions related to the topic and receive knowledgeable answers drawn from the presenters many years of experience consulting and interacting with hundreds of accounting firms around the world.

After each Management Presentation, registered firms automatically receive access to the recorded webinar to share with firm members. Online access makes it easy to share the presentation later on with those unable to attend the live session. Access is available for one year after the presentation.

Management Presentations start at 10:00am Mountain Time (noon Eastern Time) and last one hour. CPE credit is available for those who attend.

Stand-alone presentations are $295, two-part series are $590 and three-part series are $850.  Anyone at the firm can participate for one price.



Emotional Intelligence
July 29, 2022 

As a well-educated, intelligent professional, clients trust you to be technically competent. But trusted advisors need to go beyond technical excellence. Success in leadership, decision making, collaboration, stress-tolerance, goal setting, conflict resolution, and client relationship building are all tied to high emotional intelligence. During this session Heath will discuss key elements of emotional intelligence and how to improve your own ability to consistently recognize and regulate emotional responses and build an awareness of those around you.


Succession Planning: Capturing Senior Partner’s Knowledge Before They Retire
August 19, 2022 

The increase in partner retirements—not to mention the number of clients who will also be retiring—has the potential to put long-established client relationships at risk. Done right, client transitions can strengthen the client’s relationship with the firm, help develop skill in younger staff and leave retiring partners secure in the knowledge their legacy will be preserved. Join us as Sam discusses how taking a “leave nothing to chance” approach to transitioning knowledge can turn a potential pitfall into a great opportunity.


Should Firms Really Eliminate the Billable Hour?
September 23, 2022 

The billable hour long been the norm for our profession and most firms still require minimums for yearly budgets, promotions and inclusion in the partner group. But how well does a billable hour standard serve your clients, your employees, your partner group or your firm as you work to become more advisory? Join Jeremy to discuss how rethinking the purpose and use of the billable hour standard can allow more value billing, leveraged services, workplan flexibility and innovation.


Making Data-Driven Firm Decisions
October 20, 2022 

Your firm has data – on clients, prospects, personnel, invoicing and a range of other issues. Do you use it effectively? Do you know how to capture the right information to create more data-driven (and better) firm decisions? Join Heath for an insightful look at how to capture, collect and analyze the right data – to enhance firm processes, improve billing, create more targeted business development and enrich your client service.



  Have a suggestion for a topic you would like to see us tackle? Email us  



Your Satisfaction Is Our Goal

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