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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 member receive free access to the audio on the UAN member site. Here are some past and upcoming presentations.


  Emerging Leaders Academy

Discount on Enrollment in High Performance Firms

High Performance Firms is 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 $3,500 per workshop for your three-person implementation team and $800 for each additional participant. UAN members receive $150 off each participant registration (making it $3,050 for your implementation team and $650 for additional participants).

  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 $2,500 per participant ($3,000 for non-member participants), and this includes attendance at one of our four annual events.

  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 three conference calls 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 of UAN member firms are eligible for enrollment.


  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.

  Online Resources

Access to Our Website's "Members Only" Section

UAN members have access to the “members only,” password protected section of the library. The library contains a myriad of useful items to assist you in developing a firm of excellence, including sample firm documents, articles on firm management, writing tips, and access to past Management Presentations and UAN Member Presentations.

  Upstream Academy Events

Discounts on All UA events

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