Change Management

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In this episode of The Thrivecast, host Jason Blumer interviews change management expert Alice Grey Harrison, who brings 25 years of experience managing transformation in large professional service firms. Alice Grey opens with a fundamental insight: whether you’re working with 25 people or 20,000 people, change challenges remain the same because “we’re people.” She debunks the stereotype that accountants are uniquely change-resistant, explaining that humans naturally resist change regardless of profession. The conversation explores how change is non-linear, more like a spiral than a straight line, often involving unexpected setbacks that require strategic pivots, as illustrated through her real-world examples including complex software implementations.

Alice Grey introduces two key frameworks that drive successful change management. First, she discusses Change Response Styles—a scientifically validated diagnostic tool that identifies four main styles: secure, preoccupied, dismissive, and fearful. Understanding these different approaches helps leaders guide teams more effectively through transitions. Second, she emphasizes the critical importance of communication through her “content compass” concept, ensuring all leaders use identical language when discussing change initiatives. As she quotes George Bernard Shaw: “The single biggest problem with communication is the illusion that it has taken place.” For smaller firms, Alice Grey provides a practical framework anchored in mission, vision, and values, including creating clear “why” statements, demonstrating success through behavioral changes, and assigning dedicated project managers.

Looking ahead to the Deeper Weekend, conference in October, Alice Grey will present two sessions on change management, including hands-on experience with the change response style assessment and practical implementation strategies. She illustrates how even seemingly simple changes like software updates actually represent fundamental cultural shifts, transforming organizations from “follow the leader” cultures to ones requiring independent problem-solving.

Mentioned in the Show
Thrivecast Crew
  • Audio Engineering by: Vlad Ungureanu
  • Produced by: Jason Blumer
About our host: Jason Blumer

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He serves as the Visionary and CEO of Thriveal, and his partner Julie Shipp serves as the Integrator and COO of the organization. Since 2010, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Deeper Weekend is the annual live event by Thriveal, now in its 10th year.

Jason is also the CEO of Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment in 2012, where they serve as an advisory firm for the design, marketing, and creative agency services niches. He and his partner focus on business consulting and coaching with the owners and partners of firms and agencies, while their team meets the technical and financial compliance needs of the customer.

Jason is the host of two…

Jason Blumer

CEO, Thriveal; CEO, Blumer & Associates, CPAs.

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