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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Jeremy Clopton

5 / 5

Leadership Development & Talent Cultivation
Data Analytics & Digital Forensics in Accounting
Consulting & Practice Management Strategy
Public Speaking, Facilitation & Thought Leadership

Jeremy Clopton, Managing Director at Upstream Academy, joined the fi rm in 2018 after leading his own consulting company. Before becoming an entrepreneur, he spent 12 years with a national accounting fi rm where he led the fi rm-wide Big Data & Analytics and Digital Forensics practices.

Jeremy believes that people are a fi rm’s most important asset and is passionate about developing the next generation of accounting fi rm leaders. In addition, he believes the proper application of data and technology can positively transform fi rm practice management, growth, and culture.

At Upstream, Jeremy specializes in developing future leaders through the Emerging Leaders Academy, facilitating partner retreats, and helping fi rms launch new services. He is also a co-host of the podcast, The Upstream Leader.

Outside of work, Jeremy enjoys spending time with his family, hanging at the lake, watching Formula 1 racing, and all things Disney. Jeremy and his wife, Katie, have three inquisitive daughters, three energetic toy Australian shepherds, and a lovable Goldendoodle, Hiro.