The Upstream Leader Podcast

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  

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

The Upstream Leader’s Heath Alloway has a heartfelt conversation with Karen Scott and Gen Nelson from the Lost & Found Grief Center to gain insight into the language of grief. They share invaluable insight into those that experience loss, what to expect, and approaches to being there for those going through one of the most challenging times in their life.   Get the full show notes and more resources at TheUpstreamLeader.com

The Upstream Leader Podcast’s Jeremy Clopton and Heath Alloway continue to hear challenges around capacity, burnout, and stress, so they decided to have a conversation to share personal struggles, victories, and strategies to recharge and rejuvenate when the tank is running on empty.    Get the full show notes and more resources at TheUpstreamLeader.com.

The Upstream Leader Podcast’s Jeremy Clopton talks with Jonathan Clark, partner at RKL, about managing stress and keeping our joy daily. Given the prevalence of burnout, overwhelm, and stress in the profession, this topic is focused on how we can make improvements at an individual level. The conversation ranges from stories from Jonathan’s career to actionable steps individuals at all levels can take to manage stress, improve mindset, and find the joy in work and outside of work as well.   Get the full show notes and more resources at TheUpstreamLeader.com

The Upstream Leader Podcast’s Jeremy Clopton talks with Parker Pell, co-founder at Abode, about recruiting the next generation of talent. The conversation explores the challenge that firms face in recruiting and retention, which is more foundational than many believe. The discussion also includes what Gen Z is looking for in an employer, how to connect with prospective employees before they sign on, and the importance of communication throughout the recruiting process.   Get the full show notes and more resources at TheUpstreamLeader.com

The Upstream Leader’s Heath Alloway connects with Marty Brown, President and CEO of PYA, to learn more about their intentional investment and development of young professionals. Although Marty shares a glimpse into challenges in our profession, he has a contagiously positive outlook on why public accounting is a promising career. He shares ideas to build staff engagement and mentoring opportunities to develop future leaders.   Get the full show notes and more resources at TheUpstreamLeader.com.

The Upstream Leader Podcast’s Heath Alloway and Jeremy Clopton talk about the concept of quiet quitting and what it means for the profession. The conversation starts with a definition of the phrase and includes the importance of how we communicate our expectations, redefine success in terms of true productivity, and re-engage our workforce. Get the full show notes and more resources at TheUpstreamLeader.com

The Upstream Leader’s Heath Alloway catches up with Bert Purdy, a Financial Services Partner at FORVIS, to talk about the time he almost left public accounting. He shares experiences about what he was going through, why he stayed, and ideas to help others with similar thoughts.   Get the full show notes and more resources at TheUpstreamLeader.com.

The Upstream Leader Podcast’s Jeremy Clopton talks with Rebecca Sanborn about the role community plays in recruiting and retention. Perhaps more importantly, they discuss what community is, how diversity plays a role, and how belonging factors in the conversation. A strong sense of community is one element that improves retention, and this episode focuses on helping you understand how to build community within your firm. Get the full show notes and more resources at TheUpstreamLeader.com