The Upstream Leader Podcast

著者: Jeremy Clopton Heath Alloway The Upstream Academy
  • サマリー

  • High-yield and low-maintenance: This is your ultimate goal as an accounting firm member, regardless of where you are in your career journey. Brought to you by Upstream Academy, The Upstream Leader Podcast is your source for insights and education on becoming a high performing firm leader. Join hosts Jeremy Clopton and Heath Alloway for interviews with insightful, engaging and entertaining experts, who share knowledge and expertise on firm best practices, processes, technology and more! With a focus on culture, teams, clients and growth, you’ve found your passport to building a better career. Join us to become an Upstream Leader!
    All rights reserved.
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あらすじ・解説

High-yield and low-maintenance: This is your ultimate goal as an accounting firm member, regardless of where you are in your career journey. Brought to you by Upstream Academy, The Upstream Leader Podcast is your source for insights and education on becoming a high performing firm leader. Join hosts Jeremy Clopton and Heath Alloway for interviews with insightful, engaging and entertaining experts, who share knowledge and expertise on firm best practices, processes, technology and more! With a focus on culture, teams, clients and growth, you’ve found your passport to building a better career. Join us to become an Upstream Leader!
All rights reserved.
エピソード
  • Building a Powerful Network and a Collaborative Future
    2024/11/25

    Heath Alloway hosts an insightful Episode 80 of The Upstream Leader featuring Caitlin Gibbs, Matt Skinner, and Trevor Brown. This landmark episode, the first ever with three guests, is an exploration of the evolving landscape of the accounting profession, with the panel touching on leadership development and networking, mentoring, challenges within the profession, and the importance of collaboration among firms. Highlighting the impact of technology and strategies for business development and talent retention, the panelists offer valuable perspectives on sustaining growth, enhancing work-life balance, and enticing the next generation of accountants to join what they consider a profession that is full of potential.

    Get the full show notes and more resources at TheUpstreamLeader.com

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    47 分
  • Stop Complaining and Start Teaching: Cultivate Professionalism
    2024/11/11

    Jeremy Clopton engages in a thought-provoking discussion with Sarah Krom, Managing Partner at SKC & Co., on Episode 79 of The Upstream Leader. They discuss the challenges the profession seems to be encountering in needing to teach skills around professionalism, with Sarah sharing her firm’s solution: to formally teach “behavioral competencies” alongside the technical skills virtually all firms promote. Touching on developing a framework for professionalism, the importance of behavioral competencies, and strategies for effective mentorship and coaching, Sarah offers practical advice for both leaders and early career professionals. This approach has paid off for Sarah in a massive way, as she has been named one of America’s Top 200 CPAs by Forbes.

    Get the full show notes and more resources at TheUpstreamLeader.com

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    40 分
  • Navigate Change and Spur Growth: The Path Forward
    2024/10/28

    Allan Koltin joins Jeremy Clopton on Episode 78 of The Upstream Leader to discuss the evolving landscape of the accounting profession. Allan’s expertise is wide-reaching, built over more than 40 years within accounting as a practitioner, consultant, and thought leader. Covering M&A, private equity, ESOPs and more, Allan underscores recent industry growth, the importance of transformation, and strategic adaptations that firms must embrace to remain competitive, stressing that PE is not the only answer. Talent management, effective advancement, and cost reductions are all pieces of the puzzle, and Allan goes so far as to emphasize the challenges of PE integrations—the necessity for standardized processes, culture shock, changes in valuations, partnership agreements, and so on. There are few more knowledgeable voices in modern accounting than Allan Koltin and this episode is one you don’t want to miss.

    Get the full show notes and more resources at TheUpstreamLeader.com

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    41 分

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