August 2022
Incubator
Workshopping
Incubator
Introduction
The idea behind the Incubator is to take entrepreneurs through a bootcamp style learning in a short period of time. The event takes new firm entrepreneurs or those ready to shake their leadership up through an intense journey of learning. Experience three full 9-hour days, 8 modules of foundational learning, and being led and coached by partners Jason Blumer and Julie Shipp. The education has been developed by Thriveal and taught for years to many firm entrepreneurs. The Incubator employs group work, individual work, case studies, practice sessions, and individual coaching when time allows.
8
8 Learning Modules
We have chosen 8 categories of learning that we believe are key to moving any firm forward. These are all taught from the instructors’ own experience in running and leading their own firm for 20 years.
22
22 Hours or cpe
All CPE from Thriveal is NASBA certified and solely focused on the entrepreneurial education all firm owners need to be successful.
3
3 full days
The instructors step away from their own firm for 3 full days to devote their time fully to the students in the Incubator. You won’t want to miss this learning.
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1
Imagine sitting in a room for 3 full days with other firm entrepreneurs sharing transparently their ups and downs. Entrepreneurs leading firms from every aspect of their journey of entrepreneurship from many walks of life. No one is trumping anyone, bragging, or one-upping anyone. Everyone is humbly learning how to grow.
2
Thriveal solely produces entrepreneurial CPE courses and programs for firm owners. That's it. There are no tax, accounting, or technology courses here. We teach growth, the ups and downs, the intricacies, the principles and practices of how to do it. The Incubator is a one-of-a-kind program for the profession.
3
Our content and materials come from the bowels of the Blumer firm, and there are many examples of real team interactions, growth ups and downs, "how we do it in the Blumer firm" and transparently sharing what has not worked. You'll sign an NDA because "what happens in Vegas stays in Vegas." Come hear the real stories of growth at the Incubator.
Schedule
Day 01
10:00am to 11:00am
Introduction & Debunking 7 Firm Building Myths
11:00am to 1:00pm
Module 1: Evolving Into a Market Leader & Breakout session and curriculum work
1:00pm to 3:00pm
Module 2: Vision & Values & Breakout session and curriculum work
3:00pm to 5:00pm
Module 3: The Risk Taking High Wire & Breakout session and curriculum work
5:00pm to 6:15pm
Module 4: The Magic of Strategy & Planning
6:15pm to 7:00pm
Q&A with Jason and Julie, Wrap up
Day 02
10:00am to 10:30am
Q&A with Jason and Julie on Strategy and Planning
10:30am to 12:00pm
Breakout session and curriculum work on Module 4: The Magic of Strategy & Planning (carry over from prior day)
12:00pm to 2:30pm
Module 5: Eating the Marketing Elephant & Breakout session and curriculum work
2:30pm to 5:00pm
Module 6: Capturing Your Value with Pricing & Breakout session and curriculum work
5:00pm to 6:00pm
Pricing Case Study work & Pitching/Proposal Solution Presentation work
6:00pm to 7:00pm
Q&A with Jason and Julie, Wrap up
Day 03
10:00am to 12:30pm
Module 7: Building the Healthy House & Breakout session and curriculum work
12:30pm to 3:00pm
Module 8: The Accounting Entrepreneur & Breakout session and curriculum work
3:00pm to 3:30pm
Final Session: Mapping Your Journey Forward
3:30pm to 5:00pm
Breakout work & Filling in Your Journey Map
5:00pm to 6:00pm
Q&A with Jason and Julie, Wrap up