Modern Data-Driven Solutions with Jeremy Clopton

One of the hottest topics in the financial world today is Data Analytics. But how does a CPA firm start utilizing Data Analytics in its day-to-day operations, or even offer Data Analytics services to its clients? Randy talks to Jeremy Clopton, director at Upstream Academy, about the role Data Analytics can play for a firm’s practice—especially as AI and machine learning loom on the horizon—and about the future of the accounting profession in this changing landscape.

Important Links

Jeremy Clopton on LinkedIn

Upstream Academy


About the Guest

Jeremy Clopton, Director at Upstream Academy, gained his real world experience from his work at BKD CPAs & Advisors, where he led a firm-wide specialty practice. During his 12 years there, Jeremy gained extensive experience in data analytics, fraud prevention, and business intelligence. He now leverages that experience to teach firms the potential that data and technology have to transform firm practice management, leadership, and firm culture.

Prior to joining Upstream, Jeremy launched his own consulting company focused on developing more successful cultures by asking better, more strategic, questions. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully adopt new technology, analyze and utilize data, encourage innovation, and drive employee engagement.

Jeremy speaks both in the US and abroad at industry events, as a faculty member for the ACFE and as an instructor at the Management Development Institute at Missouri State University. He earned his B.A. in Accounting from Drury University in 2005, and is a Certified Fraud Examiner and Data Analyst.