The Upstream Leader Podcast
Upstream Academy – Jeremy Clopton
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 host Jeremy Clopton 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!
Join host Jeremy Clopton 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!
Episodes
Mentioned books
Nov 27, 2023 • 39min
The Evolution of Client Accounting and CFO Services
The Upstream Leader's Heath Alloway makes a new connection with Ed Warren from Sage Intacct to discuss the evolution of client accounting and CFO services that are resulting in rewarding personal and firm growth opportunities, all while making a significant impact on clients. Get the full show notes and more resources at TheUpstreamLeader.com.
Nov 1, 2023 • 47min
Balancing Life & Work Requires More than Productivity Hacks
The Upstream Leader Podcast's Jeremy Clopton opens up with Heath Alloway to share how past life events influenced his workaholic tendencies. Too often, the individuals struggling with balance are those who meet the characteristics of a great team member, and that is hard to change. He shares his personal story that goes much deeper than productivity hacks to find a balance between the desire to achieve, the fear of failure, and the associated costs. Get the full show notes and more resources at TheUpstreamLeader.com
Oct 17, 2023 • 41min
From Networking Zero to Hero
The Upstream Leader's Jeremy Clopton and Keith Dolabson, Gursey | Schneider LLP, explore effective networking in the digital age. Keith advocates for genuine connections and dispels the notion of needing to be the most interesting person in the room. The discussion covers virtual networking challenges and emphasizes the importance of regular, continuous engagement. Keith provides tools for tracking connections and shares success stories, illustrating the transformative impact of networking. Get the full show notes and more resources at TheUpstreamLeader.com
Oct 2, 2023 • 43min
The Power of Positivity
The Upstream Leader's Heath Alloway has a crucial conversation with Amy Kelly and Julie Nee from The Jon Gordon Companies about the profound impact of positivity in our professional and personal lives. In a world surrounded by negativity, this episode will help you grow the skill of positivity to make a difference in your own lives, careers, and everyone else around you. Get the full show notes and more resources at TheUpstreamLeader.com
Sep 15, 2023 • 44min
From Adversity to Opportunity
The Upstream Leader's Jeremy Clopton talks with Justin Grant, Founder of Professional Productions, about turning adversity into opportunity. In a conversation that covers so many life experiences, Jeremy and Justin tackle topics including mental health challenges, support, and what leaders can do to overcome challenges and create opportunities for themselves. Get the full show notes and more resources at TheUpstreamLeader.com
Aug 15, 2023 • 43min
Leading from the Middle: A Manager's Perspective
The Upstream Leader's Heath Alloway talks with Alyssa Taylor, a manager at Windes, and Eric Tuffnail, a manager at RLB, to gain valuable insight into their leadership journey. They share personal experiences and advice about the importance of the manager role, lessons learned, and how partners can prepare the next generation of leaders. Get the full show notes and more resources at TheUpstreamLeader.com
Aug 1, 2023 • 41min
HeadWaters Conference: Key Takeaways and Recap
The Upstream Leader Podcast's Jeremy Clopton and Heath Alloway have a conversation about the recent HeadWaters conference hosted by Upstream Academy. They cover their key takeaways, reactions, and reflection they've done since the conference. Get the full show notes and more resources at TheUpstreamLeader.com
Jul 24, 2023 • 44min
Taking an Idea from Dream to Goal to Reality
The Upstream Leader's Jeremy Clopton talks with Kyle Turriff of RLB Digital about how he turned his dream into reality. The conversation winds through Kyle's journey from aspiring golf pro to ultimately leading the digital practice in one of Canada's top firms. They discuss goals, side hustles, persistence, and strategies for creating something new in an accounting firm. Get the full show notes and more resources at TheUpstreamLeader.com
Jul 5, 2023 • 43min
Disconnect to Connect: A Conversation with Amy Vetter
The Upstream Leader's Jeremy Clopton chats with Amy Vetter about her new book, Disconnect to Connect. The conversation covers various topics based on the idea that disconnecting from our backstories can help us create more successful futures. Amy shares stories from her career and other leaders she has worked with on how they have and are currently working to apply these principles. Get the full show notes and more resources at TheUpstreamLeader.com. Additional resources based on this episode: http://www.amyvetter.com – Amy Vetter https://www.businessbalancebliss.com/ - B3 Method Institute https://www.amyvetter.com/disconnect-to-connect - Disconnect to Connect https://youtu.be/c1WYlK-gUME - Amy's TEDx Talk
Jun 15, 2023 • 33min
Choose Your Adventure
The Upstream Leader's Heath Alloway takes a deeper dive into a unique approach to the Kaiser Consulting business model with Lori Kaiser. She shares insight into her journey and how it influenced flexible schedules, client projects, and honoring work preferences. She openly shares we believe in our business model, but it may not be for everybody. Get the full show notes and more resources at TheUpstreamLeader.com
