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Managing Partner Academy


Eligibility: Only Upstream Academy Network members in good standing are eligible for enrollment. The program is specifically designed for the primary leader in the firm. Because we believe that succession planning is a vital responsibility of leaders, firms may also enroll the person who will assume firm leadership in the near future.

Annual Meeting: Members gather in Scottsdale Arizona in February of each year. The group meets from noon on the first day to noon on the second day to discuss in-depth the key issues and best practices relevant to those in firm leadership roles. To allow everyone an opportunity to network with other participants, Upstream hosts lunch on both days.

Conference Calls: Three conference calls during the year address key issues facing managing partners. The hour-long calls begin with a presentation on the topic, followed by facilitated interaction. Upstream records all calls and sends an audio CD to each member of the group for the benefit of those who are unable to attend the live call.

    Tim Bartz  bio Sam Allred

Facilitation by Tim Bartz: A Shareholder with Anderson ZurMuehlen & Co. and Director of Upstream Academy, Tim interacts with hundreds of CPA firms around the world each year via professional conferences, partner retreats, and conference call presentations. 

Fees: The annual fee for participating in MPA is $2,000 and covers all costs for the year with the exception of personal travel, lodging costs, and golf at the annual meeting.  An additional person from the same firm can participate ($1,000 per year) if he/she will be assuming the managing partner role in the near future. 


For further details regarding fees and availability please contact Georgia at 406-495-1850 or georgiac@upstreamacademy.com

You can also download a printable registration form and return to Georgia by email at georgiac@upstreamacademy.com.


Managing Partner Academy Registration


Your Satisfaction Is Our Goal

As with everything Upstream Academy does, your satisfaction with Managing Partner Academy 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.