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Контент предоставлен Jeremy Clopton, Heath Alloway, and The Upstream Academy. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Jeremy Clopton, Heath Alloway, and The Upstream Academy или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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George Esquivel started making shoes for himself and some friends, up-and-coming musicians in Southern California. Soon, Hollywood came calling. And it wasn’t just celebrities who took notice. A film financier did, too. He said he wanted to invest in the company, but George soon realized his intentions weren’t what they seemed. Join Ben and special guest host Kathleen Griffith as they speak to George about the rise of Esquivel Designs. Hear what a meeting with Anna Wintour is really like, and what happens when you’re betrayed by someone inside your company. These are The Unshakeables. See omnystudio.com/listener for privacy information.…
The Upstream Leader Podcast
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Manage series 2900226
Контент предоставлен Jeremy Clopton, Heath Alloway, and The Upstream Academy. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Jeremy Clopton, Heath Alloway, and The Upstream Academy или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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!
…
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86 эпизодов
Отметить все как (не)прослушанные ...
Manage series 2900226
Контент предоставлен Jeremy Clopton, Heath Alloway, and The Upstream Academy. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Jeremy Clopton, Heath Alloway, and The Upstream Academy или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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!
…
continue reading
86 эпизодов
All episodes
×Host Heath Alloway talks effective communication with Ben Decker on Episode 85 of The Upstream Leader. The Chairman and Co-CEO of Decker Communications, Ben focuses on the pivotal role communication plays in leadership. Sharing insights on becoming a better leader through humble confidence, the impact of early communication habits, and the critical importance of non-verbal cues, Ben details his approach to improving how professionals communicate, emphasizing the need for intentionality, curiosity, and the ability to provide and receive constructive feedback. He pillories the “soft skill” label that communication is often saddled with due to its central role in professional and personal success, offering practical advice for introverts and those plagued with self-doubt. Get the full show notes and more resources at TheUpstreamLeader.com…
On Episode 84 of The Upstream Leader , Jeremy Clopton sits down with Kelsey O’Connor, a former Division I athlete and graduate of NC State, to discuss her view of “Life Beyond Labels.” Exploring how individuals, particularly high achievers in the accounting profession, can separate their identity from their accomplishments and focus on their qualities, attitude, and the way they treat others, Kelsey shares her personal journey of overcoming a severe concussion that ended her athletic career. Through actively describing others for who they are rather than what they do, embracing servant leadership, and making use of other methods of building confidence and empathy, Kelsey triumphed over her injury and ultimately gave her class’s commencement speech, hitting on these very points. She also provides insights on preparing for significant life transitions, such as retirement, and maintaining a balanced sense of self throughout one’s career. Get the full show notes and more resources at TheUpstreamLeader.com…
Dan Hood, Editor-in-Chief at Accounting Today, joins Jeremy Clopton for Episode 83 of The Upstream Leader to kick off 2025 with a slew of predictions. Discussing key themes such as the accelerating pace of change, technological advancements, and the impacts of private equity, Dan shares insights on the importance of technology investments, the evolving landscape of firm sizes, and strategies for adapting to ongoing changes. He also emphasizes the need for continuous learning and strategic planning to stay competitive as the one thread that will continue to run through everything the profession does, is change. Get the full show notes and more resources at TheUpstreamLeader.com…
It’s time to close out 2024 and look ahead to 2025 on Episode 82 of The Upstream Leader featuring both Jeremy Clopton and Heath Alloway. Reflecting on key trends, they emphasize some major positives in the profession, including firms’ increased focus on intentionality and being proactive with their business development plans. Comprised primarily of creating a sustainable growth strategy, and shifting towards running firms more like businesses, there are barriers, especially with regards to firm governance and the need for partners to hold themselves as much to account as they do the employees of the firm. They look forward to 2025, with insights on coaching and the impact of private equity, among others, but underscoring the discussion are the themes of purposeful growth and the benefits of fostering a culture of development and engagement. Get the full show notes and more resources at TheUpstreamLeader.com…
On Episode 81 of The Upstream Leader, host Heath Alloway welcomes return guest Karen Scott, co-founder of Lost & Found Grief Center. Karen is joined by Melanie Blair, Assistant Executive Director, and the discussion centers around supporting grieving employees. Exploring the impact of grief on productivity, the importance of flexible workplace policies, and the need for genuine acts of kindness from employers, Karen and Melanie emphasize the importance of community, personalized support, and proactive planning in helping employees navigate their grief journeys. Get the full show notes and more resources at TheUpstreamLeader.com…
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…
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…
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…
“Maybe” takes a back seat and stays where it belongs, as Jeremy Clopton hosts Kathy Klang, leader of the Success Management Division at Cummings Keegan on Episode 77 of The Upstream Leader. Kathy emphasizes the importance of empowering individuals to become decisive leaders without overanalyzing, advocating for a shift from committee-based management to individual decision-making. Cultivating leadership is a process that involves multiple steps, including training, setting parameters, and encouraging a culture of open communication. Kathy explains that mistakes are inevitable in such a setup and identifies how to handle fixes, but above all it remains a collaborative process so that it doesn’t feel punitive for the person in question. A master class on leadership brought to you by a former managing partner with over 40 years’ experience in the profession—you don’t want to miss this episode! Get the full show notes and more resources at TheUpstreamLeader.com…
Erin Raukar joins Heath Alloway on Episode 76 of The Upstream Leader to discuss her experiences throughout her career leading up to her current position as Director of Human Resources and Administration at Cummings Keegan. HR plays a strategic role in any accounting firm, and Erin has vast knowledge of HR’s inner workings, which she’s gained from roles at Target Headquarters, educational institutions, and in the public accounting space. Focusing especially on the importance of feedback, onboarding, and relationship-building, Erin touches on the significance of early relationship investment and effective time management to ensure firms run at their peak. Erin also shares her insights on creating a positive onboarding experience and the value of peer networks, offering practical advice for firm leaders aiming to enhance their operational and HR strategies. Get the full show notes and more resources at TheUpstreamLeader.com…
Heath Alloway returns to hosting duties as he talks with Peter Ostopko, founder and publisher of the Kinsman Journal, on Episode 75 of The Upstream Leader . With a backdrop of “Calming the Noise,” or in other words, filtering out what is and is not necessary to focus on in your daily life, they explore Peter's leadership journey, career transitions, and strategies for finding purpose and balance. Peter emphasizes the importance of understanding emotions, fostering genuine connections, and creating a people-centric work culture. The pair also highlight the significance of empathy, intentional communication, and community-building, both professionally and personally. Get the full show notes and more resources at TheUpstreamLeader.com…
Jeremy Clopton returns to host Episode 74 of The Upstream Leader , where he welcomes Rob Brown to delve into the theme of connection within the accounting profession. Rob, the founder of the Accounting Influencers Roundtable, is a reputation and career development expert as well as the host of the Accounting Influencers podcasts. Covering topics such as leveraging technology for genuine connections, enhancing firm culture in both remote and in-person environments, and the importance of intentionality in leadership, Rob delves deep into the expertise he has gained from decades of consulting with professionals, as he and Jeremy go into great detail about innovative firm practices such as asynchronous video introductions and speed networking events, to name but two. Rob’s depth of experience really shines through as he emphasizes the value of empathy and understanding in building effective relationships. Get the full show notes and more resources at TheUpstreamLeader.com…
Jeremy Clopton and Heath Alloway get together to discuss their recent experiences and insights from various conferences, workshops, and personal time on this special recap Episode 73 of The Upstream Leader . They explore the importance of reconnecting with nature and practicing gratitude, both in personal life, and in the workplace, and how empowering that can be in driving personal creativity and vision. They look at current trends in accounting: building a culture of optimism, the impact of private equity, and the vital need for any firm to have an intentional growth strategy. They emphasize that effective leadership leads to teaching and mentorship, which ensure the future success of accounting firms, and they discuss this from a position of experience and expertise as Upstream Academy continues to support the development of high-performing leaders in the profession. Get the full show notes and more resources at TheUpstreamLeader.com…
On Episode 72 of The Upstream Leader , host Jeremy Clopton welcomes back Jake Thompson, Chief Encouragement Officer at Compete Every Day. They discuss Jake's new book, Lead Better Now , which focuses on practical strategies for self-leadership and team development, and offers actionable insights for both new and seasoned leaders. Jake stresses the importance of feedback, balancing relationship dynamics, and cultivating an environment of continuous improvement. Emphasizing the value of vulnerability, Jake ties that principle to the need for courage in leadership, as well as aligning oneself with high achievers to foster personal and professional growth. Get the full show notes and more resources at TheUpstreamLeader.com…
Join The Upstream Leader Podcast as host Heath Alloway discusses mergers and acquisitions with Bruce Zicari, managing partner and CEO of The Bonadio Group, on Episode 71. Bruce shares valuable lessons on leading successful mergers, fostering integration, and building trust within teams. Bruce's firm has successfully navigated 22 mergers, many with him at the helm at CEO, and his practical insights on achieving synergistic growth and handling the transition process are know-how that you don't want to miss. Get the full show notes and more resources at TheUpstreamLeader.com…
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