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Upstream Academy Network

UAN Intro Video  

Upstream Academy Network application

If you don't want to apply online, you can also download a paper application.


For the $3500 annual fee, Upstream Academy Network members receive:

  Management Presentations

Access to All Management Presentations

UAN membership includes access (for all members of your firm who wish to participate) to at least eight Management Presentations offered each year, plus access to the presentation audio after each presentation at no additional charge ($295 per firm for non-members). Presentations are delivered by Sam Allred via a conference call and focus on firm management topics.  CPE is available for all Management Presentations.

UAN members may also use Management Presentations with clients as a value-added service or revenue opportunity.

  Presentations for UAN Members Only  

Access to Special Members Only Presentations

Three times a year, Upstream offers one-hour presentations specifically for UAN members. These presentations are recorded and available for members to download and use within their firms. Topics can be requested by UAN Members.


  Emerging Leaders Academy

Substantial Discount on Enrollment in Emerging Leaders Academy

Emerging Leaders Academy (ELA) is a three-year program designed to deliver professional leadership development training to emerging leaders in accounting firms. 

This program uses a unique combination of conference call presentations, professionally prepared materials for in-house instruction, mentoring by a senior partner, and completion of individual assignments. 

The annual cost to UAN members is $2,900 per participant ($3,400 for non-member participants), and this includes attendance at an annual event.


Discount on Launching Data Analytics

The Launching Data Analytics program is designed to help you build a data analytics service line for both internal and client use with a comprehensive step-by-step process.

Using a combination of pre-BootCamp preparation with customizable planning tools and a 2.5 day workshop, Jeremy will provide a step-by-step guide to creating a successful and profitable data analytics service line.

The cost for UAN members is $3,300 for the first two participants and $900 for additional participants (normally $3,700 and $1,100 for non-members).   


Discount on UPI: Leading Positive Change

Sam Allred teamed up with Gordon Krater to develop UPI: Leading Positive Change, a 2.5 day workshop for those serving in significant leadership roles.

Designed to help you guide your firm through the transformations that are coming to our profession, the workshop will explore key principles of change, how to create a culture of innovation, how to enable change agents, and the top changes firms need to make now. Sam and Gordon will then help you work through the process of change with real-firm case studies, so you return home not just with theories, but practical applications.

The workshop is $3,250 ($3,500 for non-members).

  Emerging Leaders Academy

Discount on Enrollment in High Performance Firms

High Performance Firmsis a results-driven program for firm leadership teams that delivers innovative tools, powerful processes and outstanding training to help your firm develop the necessary habits for meaningful results in firm culture, profitability and adaptability.  

The two-year program is $4,000 per workshop for your three-person implementation team and $900 for each additional participant. UAN members receive $150 off each participant registration (making it $3,550 for your implementation team and $750 for additional participants).

  Managing Partner Academy  

Access to Managing Partner Academy

Managing Partner Academy ((MPA) is a forum for managing partners/CEOs to discuss best practices and strategic issues facing their firms.

Through online sharing and one face-to-face meeting, top leaders in Upstream Academy Network firms have the chance to network with others in their unique position.

Only managing partners/CEOs are eligible for enrollment.  Enrollment is $2,500 per year for UAN members.


  Career Development Series  

Discount on Career Development Series

Career Development Series provides training for staff level firm members through a series of one-hour webinars on a specific area of discipline. Presenters Sam Allred and Tim Bartz assist those below manager level to understand and embrace key firm concepts, incrementally increasing their skills, confidence and ability. Upstream also provides tools to help generate discussion and encourage participants to immediately implement the lessons learned. There is no limit to the number of individuals from the firm who can participate in each webinar. After each presentation, firms automatically receive access to downloadable materials to share with current and future firm members. CPE credit is available for those who attend the live presentations. UAN members receive a $400 discount.

Discounts for and Special Use of LeaderSkills Lessons

Upstream Academy Network members receive LeaderSkills Lessons at the reduced charge of $125 per lesson (non-members pay $200 per lesson). LeaderSkills lessons give firms all the tools they need to provide exceptional in-house training on key non-technical skills.

UAN members can also customize and teach lessons to their clients for no additional charge.

  Upstream Academy Events

Discounts on All UA events

Upstream Academy Network members receive discounts on all events sponsored by Upstream Academy, including: