Tag: Upstream Academy

PDF: Councilor, Buchanan & Mitchell Manager Reema Patel Graduates from Upstream Academy’s Emerging Leaders Academy Reema Patel, a manager at Councilor, Buchanan & Mitchell (CBM), a full-service professional accounting and advisory firm, graduated from the Upstream Academy’s Emerging Leaders Academy, an industry-recognized program to develop emerging leaders from within the accounting industry. During a rigorous training and educational initiative, Patel focused on developing a business plan for delivering financial planning expertise to younger, higher-earning professionals using a subscription model. She… Read more ›

PDF: Councilor, Buchanan & Mitchell Partner Dan Keefer Graduates from Upstream Academy’s Emerging Leaders Program Dan Keefer, CPA, CVA, a partner at Councilor, Buchanan & Mitchell, has graduated from the Upstream Academy’s Emerging Leaders Program. The program, which develops future leaders in the accounting profession through a rigorous, year-long period of instructor-led trainings, dialogue and the hands-on application of new knowledge, engages participants on the most pressing issues facing the industry. “The Emerging Leaders program broadened my understanding of what… Read more ›