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Deeper Weekend 2013

Bring your brain.

Deeper Weekend is the Thriveal Network’s premier annual gathering where deep learning and forward-thinking innovations are fostered.

Deeper Weekend is a Learning Gathering held live in Greenville, SC every October. Deeper Weekend will offer you the opportunity to jump start your professional firm transformation. Come if you are ready to be changed, disrupt your profession and develop the courageous leadership skills that make you a playa. If you are boring, please stay home. Bring your brain.

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Agenda
Welcome Reception Wednesday 10/23/2013 Evening
Leadership: There Ain’t No App for That – Speakers: Michelle Golden and Melinda Guillemette Thursday 10/24/2013 All-day
Thriveal Birthday Party/Live THRIVEcast Recording with Jason and Greg! Thursday 10/24/2013 Evening
Building a Consultative Firm Speaker: Joey Brannon Friday 10/25/2013 Morning
Various Thriveal Member Speakers Friday 10/25/2013 Afternoon
Finish Friday 10/25/2013 4pm

Snacks or dessert will be provided Wednesday night (welcome reception) and lunch either Thursday or Friday. Dinner will also be available at the podcast party Thursday evening. 
 
Snacks and water/coffee/sodas will be available during meeting times.

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Speakers

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Michelle Golden

Michelle is a growth and profitability strategist. With her deep knowledge of firm operations and sharp observation skills to quickly grasp a firm’s nuances, she guides practitioners toward improved profitability and stronger, healthier cultures. She advises on and facilitates long-and short-term planning, positioning and pricing strategies, messaging, and communications (both online and off).

On the forefront of innovative practice management strategies, she is a senior fellow of VeraSage Institute, the think tank for advancing the professions. For her thought leadership, she’s named among:

25 Most Powerful Women in Accounting by CPA Practice Advisor in 2012

Ten Most Powerful Women in Accounting in Accounting Today & WebCPA in 2009

Top 100 Most Influential People in Accounting by Accounting Today in 2010, 2011, and 2012

Top 25 Thought Leaders in Public Accounting Technology by CPA Practice Advisor in 2012 and 2013

Michelle is a skilled facilitator of meetings and retreats and holds the International Association of Facilitators Certified Professional Facilitator (CPF) designation, for which she re-qualifies every four years.

She’s helped more than 100 firms achieve results such as: doubling revenue, attracting top talent, aligning operations with long-term objectives, effectively communicating their differentiation, substantially increasing sales and proposal results, new product development and launch, and strengthening firms’ relationships with their clients. Michelle provides practice management counsel as well as facilitates problem resolution and the development of processes. She leads strategy development and she teaches pricing techniques, marketing (niche and individual) planning methods. Most importantly, she inspires partners and team members to find more enjoyment in their work together so they can flourish as individuals and as a firm. As a professional facilitator, Michelle brings groups to paths of progress in a constructive way.

Her 25+ year career background includes roles as in-house marketing director in a 400-person law firm and an 80-person CPA firm. Before marketing professional firms, Michelle was an accountant with two public healthcare companies.

 

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Melinda Guillemette

Since 1991, Melinda has been helping professionals find, create and sustain relationships by communicating more effectively.Through her speaking and consulting engagements, business people learn to communicate intentionally, authentically and clearly. Melinda has coined this approach P.A.C.T. and has written about and recorded a video on the topic.
Speaking, facilitation and training are her passions. Part comedian, part educator and part group therapist – Melinda’s style is relaxed, witty and informative. She has addressed the American Institute of Certified Public Accountants (AICPA) Marketing Forum, the Conference for the Association of Accounting Marketing, the New Mexico State Bar annual convention, Polaris International Group of Accounting Firms, The International Accounting Group, CPASNET, CPA America, and a host of law and accounting firms.

In 2004, Melinda was inducted into the Association of Accounting Marketing Hall of Fame.

As founder and principal of Melinda Markets, a marketing consultancy, Melinda directed the internal and external communications for her clients. In due course, Melinda came to understand that communication was more than a marketing issue. It was a critical component of business. Her practice focused on behavior-based and communication-based marketing that transformed businesses and the people working in them. 

For over a decade, Melinda played an integral role in the growth and success of a leading New Mexico public accounting firm. During her involvement, the organization grew from $700,000 to $11 million in annual revenues, and from 12 to 110 employees. Melinda guided the firm’s marketing and communication efforts through two mergers and one acquisition. Both her individual clients and her audience members come away from their time together with enhanced communication skills that help them develop business and operate more profitably. They are motivated to find their voice and more accurately hear the messages around them. The result is successful human interaction, healthier organizations and greater joy.

 

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Joey Brannon, CPA

Since Joey was a old enough to mow lawns and get paid for it, he knew that he would own a business. In 2005 that day came and he left a large, 100 person CPA firm to start his own shop. Joey still didn’t want to be a CPA so he tried very hard to do things that no other CPA would do. Joey did not charge by the hour.

Joey chose not to be independent. He told prospects that he was interviewing them, not the other way around. Joey had some successes, but he learned a lot more from the failures. He took on too much debt. Joey hired people too early and fired people too late. He gave business owners good advice that he didn’t follow himself. Over seven years his little firm evolved…until the day he sold it.

Joey believes that business done well is a wondrously creative act. He also believes it has a greater potential for positive impact on the world than anything else we do on a daily basis. That is why Joey has always been more interested in what a business is going to do next than he has been in accounting for what it has already done, to the last debit and credit.

Over the years more and more of Joey’s work revolved around strategic planning and execution with businesses. In 2012 Joey sold the tax and accounting firm so he could focus his creativity and energy on bringing strategy and sound execution to small businesses ($2 – $20 million in revenue).

CPA’s are uniquely suited for helping businesses grow. CPA’s have greater financial acumen, better understanding of the inner workings of the business, and the ability to develop better metrics than almost anyone else in the professional arena.

So why don’t we do this important work? No one has told us how… until now.

Cost

$800/person

The best money you’ll spend all year. We promise.

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Location

Deeper Weekend takes place in beautiful Greenville, South Carolina. Learn more about the area from the Life in Greenville website.

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Register

Purchase a Ticket to 2013 Deeper Weekend

Space is limited due to the interactive venues we need for this year’s learning gathering, so sign up soon!

NOTE: If you are a partner or team member coming as a guest of an Artisan Owner Group member, please contact Jennifer Blumer, Community Manager directly at jennifer @ thriveal [dot] com. Do NOT pay here.

Fill out my online form.

Recommended Hotels

Marriott CourtyardHampton InnWestin

If you’re looking for a hotel, we recommend staying in the downtown area. Our top three picks are:

Marriott Courtyard Greenville

  • 50 West Broad St.
  • Greenville, SC 29601
  • Phone: 864-451-5700

Hampton Inn Greenville

  • 171 RiverPlace
  • Greenville, SC 29601
  • Phone: 864-271-8700

Westin Poinsett Greenville

  • 120 South Main Street
  • Greenville, SC 29601
  • Phone: 864-421-9700

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Download Brochure

Leading: There Ain’t No App for That

As a member of Thriveal, you hang out with some of the coolest, most cutting-edge
people in public accounting. You eat technical questions for breakfast and spit out
software solutions at lunch. You’re hip to the most up-to-date thinking on everything
from the value conversation to the virtual office.
In spite of your amazing abilities, though, there’s at least one thing that kicks you in the pants: how to lead others who have joined you on your fantastic voyage. Dealing
with people matters can make the technical aspects of being a CPA seem like a walk in the park. When it’s working, leadership might look easy, too. But it’s not. Despite good intentions and a lot of effort, when leadership isn’t jiving, the result is unhappy, disengaged employees, lousy communication, and probably some unwanted drama.
Are you looking to create the kind of work environment where people behave like
owners who give their discretionary effort for the love of the job? Is this utopia?
Absolutely not. But how do you accomplish this?
Unfortunately, there’s no quick Google result or Wikipedia page that describes how to successfully lead and inspire. And there sure as heck isn’t an app for it. (Trust us; we’ve looked.) But don’t jump off the bridge just yet. Help’s on the way!
Michelle Golden and Melinda Guillemette are going to spend a whole day continuing to disrupt our stale profession’s business model. They’ll teach us all to rethink leadership so we can reach our potential as inspirational, visionary, and unique business owners.
Dive into the big-picture thinking that lays the groundwork for kick-butt leadership. Then learn specifics about what leaders absolutely have to rock at, and how. You’ll discover how strategic thinking, trust, and story-telling all come into play in excellent leadership. And to prevent leader burnout, Michelle and Melinda help you to figure out how to reignite your own fuse so you can keep that spirited energy alive.
You’ve never had learning like this before, and you definitely won’t find it anywhere else. It’s exactly what you expect from Thriveal!