The Upstream Leader Podcast

By Upstream Academy – Jeremy CloptonBusiness Careers

The Upstream Leader Podcast episodes

February 06, 2023 Giving Your Staff a Voice and Path
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.
42 min
January 23, 2023 Quiet Quitting: Should we be concerned?
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
51 min
January 09, 2023 The Thought of Leaving a Profession
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.
35 min
December 05, 2022 Creating Community to Improve Retention
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
44 min
November 21, 2022 Leading with Significance: How to Create a Magnetic, People First Culture
The Upstream Leader's Heath Alloway has a meaningful dialogue with Joey Havens, Managing Partner of Strategic growth at HORNE, about the difference between a "good" culture and developing a compelling people-first culture. The conversation hits some of the most pressing topics impacting the profession around people, flexibility, diversity, the fear of change, and much more.

Get the full show notes and more resources at TheUpstreamLeader.com
54 min
November 07, 2022 Meaningful Change within a Career and Firm
The Upstream Leader's Heath Alloway catches up with Josh Tyree, Partner and CEO at Harris CPAs, to learn more about his transition to firm CEO and approach to driving meaningful change. Once you acknowledge we live in constant flux, change becomes a proactive responsibility for continuous improvement.

Get the full show notes and more resources at TheUpstreamLeader.com
37 min
September 26, 2022 A Discussion about Mental Health
The Upstream Leader Podcast's Jeremy Clopton talks with Randy Crabtree about his experience with mental health challenges while leading a firm in the accounting profession. The discussion includes how Randy overcame mental health challenges, his thoughts on how organizations can support employees, and steps individuals can take to improve their mental health.

**Disclaimer: this is not a discussion with mental health professionals. Nothing should be viewed as or taken as mental health advice. For that, you should consult a professional.

Get the full show notes and more resources at TheUpstreamLeader.com
42 min
September 12, 2022 Path to Partner: Unraveling the Mystery
The Upstream Leader's Heath Alloway has a conversation with Melissa Biron, Principal at Nathan Wechsler and Company, and Ryan Hurst, Partner at RKL, to share their unique experiences and lessons learned on their path to partner. Both guests shared the importance of soliciting input and providing transparency to those that may have similar questions as they did earlier in their careers.

Get the full show notes and more resources at TheUpstreamLeader.com
37 min
August 30, 2022 Breaking Down Barriers and Creating a Path for Others
The Upstream Leader Podcast's Jeremy Clopton talks with Jonyce Bullock about her journey to becoming a managing partner. Along the way, they discuss how she broke down barriers, created a path for others, and strives to leave the profession better each day.

Get the full show notes and more resources at TheUpstreamLeader.com
35 min
August 08, 2022 Purpose Driven Leadership
The Upstream Leader Podcast's Heath Alloway talks with Jeremy Johnson, the lead pastor at North Point Church, on defining and finding purpose-driven leadership. It is easy to get confused on the quest for significance if you focus on your own agenda. Jeremy shares how he found purpose in refocusing everything from the inside to help someone in need.

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

About The Upstream Leader Podcast

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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.