Trackingtime microsoft teams1/6/2024 ![]() One of the conferences in particular that I’ve always seen you at-it was actually coming up here in just a couple weeks from the date that we’re taping this in late October, and it just wasn’t the right time to hold a conference. We start a lot of our programs in June, and obviously, that was not the ideal time to host conferences. We don’t have any of our in-person conferences for this program here, essentially. We’re not No, we’ve, we’ve like many we’ve had to pivot a little bit to in 2020. So what’s going on? You’re not having the conferences, I’m assuming, right? But I am extremely missing all the conferences that I get to do with you guys every year, and I think I’m usually at three or four. You guys have a lot of conferences each year, you deal with firms individually, you do a lot of work in the industry. I’m thinking a lot of our listeners are familiar with Upstream. But before we do that, I want to ask you a few things about Upstream. You fit the bill! A Unique CPA, there you go, nice.īefore we jump into it-and I guess I teased it at the beginning there in your intro-we are going to talk about Data Analytics today. Well, that makes me a Unique CPA, right? So I’m gonna take a lot of pride in that! So I’m sure you’re taking much pride in being the first for that! I appreciate you being on and I appreciate you being on for a second time! You are the first two-time, full episode guest-we had a few people on for a special episode that were on other ones-but you’re the first repeat, full episode guest. Jeremy speaks both in the US and abroad at industry events as a faculty member for the Association of Certified Fraud Examiners. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully adopt new technology, analyze and utilize data-data comes up again, we may be talking about that today-encourage innovation and drive employee engagement. Prior to joining Upstream, he launched his own consulting company, focused on developing more successful cultures by asking better, more strategic questions. During his 12 years there, Jeremy gained extensive experience in Data Analytics-which is going to be important to our discussion today-fraud prevention, and business intelligence. He started his career at one of the top accounting and consulting firms in the country, where he led a firm-wide specialty practice. Jeremy is a director at Upstream Academy.
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