Deeper Weekend 2014

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Choose your favorite writer

  • Adrian Simmons
    Adrian Simmons
  • Bryan Coleman
    Bryan Coleman
  • Greg Kyte
    Greg Kyte
  • guestblogger
  • Ian Crook
    Ian Crook
  • Jason Blumer
    Jason Blumer
  • Jennifer Blumer
    Jennifer Blumer
  • Scott Kregel
    Scott Kregel
Jason BlumerThe firm of the future does not exist. Never has, never will. As my colleague Adrian Simmons says, there will be “firms of the futures.” Amen. There currently are, and will be in the future, many different types of firms doing many different things, led by many different leaders. There is no ‘right way’ when building an enterprise. Let’s stop searching for what does not exist. Building this elusive future firm keeps us focused on each other, a mistake that is beginning to become obvious to a new generation of accountants. We focus on ourselves by:

-surveying each other (the results are not changing us),
-benchmarking against one another’s business models (copying leads to mediocrity),
-moving to the cloud (the never-ending distraction),
-merging and acquiring each other (we’re still the same, just bigger), and
-eking out the never-ending efficiencies within our processes (but wealth creation is decidedly inefficient)

In my opinion, our profession is not headed towards changing our customers’ lives. We are only staying the same, just at a faster pace than before. Has our profession changed or created anything new in the past 25 years? We are a fearful bunch, and the state of my beloved profession is starting to worry me. We are even still teaching the accountants of the future the same way I was taught in the early 90s. I’m scared for us, and this has got to stop. We must become business strategists, enterprise builders, life changers, and lovers of people. We can become these things, but we must first learn what it means to build, run, and lead a real enterprise.

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CPA firm

REFM -  Adrian Photo Square - CATOBRemember back in elementary school, when it was time to try something new in a science experiment? Everybody paired up with a lab partner.

Well, the learning shouldn’t stop. Neither should the experimenting. And neither should the lab partners.

The Thriveal Laboratory has as its mission: to encourage strategic risk-taking in the accounting industry, by lowering the barriers to innovation. We are accelerating the adoption of today’s innovations, and contributing to the imagining of tomorrow’s. And we’re creating new intellectual capital along the way. Read more


bryanThat’s what I really wish someone would’ve told me.

“Jumping the cliff” is our euphemism in Thriveal for quitting your day job and going out on your own.  It’s a scary proposition.  When you jump, you’re in free fall and rock bottom is staring you right in the face.

I felt the ground was coming faster than my wings could flap, so I prolonged the jump. In the name of “preparing” myself, I did a lot to avoid the plunge.  Looking back on it now, I can see a few trends: Read more

Cliff Jumpers, CPA firm

REFM -  Adrian Photo Square - CATOBI met Ron Baker in person for the first time in 2011. Before that, I had read his articles online and attended a webinar he presented. But in 2011, I attended the first Thriveal Deeper Weekend, which was a “Firm of the Future” seminar offered by Ron Baker and Ed Kless. That was two days of brain-crushing, mind-altering, future-shifting learning and dialogue.


I immediately started to change things: first with a handful of customers with whom we had strong relationships, then with certain service types, etc. I remember a year later, I’d hardly made the progress I wanted to, and was feeling down wondering if it was ever going to happen. I remember chatting with Ron around that time, and he mentioned in passing that firms usually take three years to fully transition to value pricing. Whew – I was much relieved: I still had time.


Three years later, I look back, and boy, there has been such a change between then and now. I’m happy to say, we’re now completely value priced — I’m still learning (and doubt I’ll ever stop), but I feel so much more freed as a business owner having gone through this process. I was recently reflecting on some of the realizations I’ve had along the way and wanted to share them with you: Read more

TJG_7616At Thriveal, we don’t take our partnerships lightly. We work hard to be valuable to our sponsors, and they expect the same thing from us.
Like other accounting community conferences, our annual Deeper Weekend conference is made possible by the awesome sponsors in our community. I want to take a moment to publicly thank them, give them some love, and let you know why we wanted them as sponsors (we won’t partner with just anyone). Here is the line up of our sponsors that made our event so special:

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Deeper Weekend