Agenda
Acquire. Sell. Merge. Scale.
The profession of public firms is in cataclysmic change now. Entrepreneurial firm owners must now decide their path into the future. You will have to make a choice: Acquire, Sell, Merge, Scale. We’ll learn how at Deeper Weekend 2023.
Acquire
Fast growth with continued control over your firm can be found in the path of acquisition. But what are you buying, really?
Sell
There are many creative ways to sell your firm (or put yourself up for sale). An assumption is that you are passing the baton. Is it time to exit?
Merge
Merging leads to many choices you must define. Risk, diversification, new markets, etc. Are you merging up, in, or down?
Scale
Scaling stands alone from the choices to grow by one client at a time. Will you stay the course when the going gets tough?
Deeper Weekend Schedule
Day 01
Thur, October 24, 2023
8:00 AM
Breakfast
8:30 am
| Welcome by JDew! |
9 am
Session 1: Balancing Super Abundance and Limited Resources
by Jason Blumer
10:30 AM
Break
11:00 AM
Virtual Panel of Experts, Sponsored by Intuit QuickBooks
Join us for an impactful film recording of various experts leading us through tough questions about the present and future of our profession, and how we can navigate acquiring, selling, merging, scaling.
This virtual panel will consist of:
Tom Hood, Greg Crabtree, Calvin Harris, Amanda Aguillard & Brandon Hall
12:15 PM
Catered Lunch Buffet
1:30 PM
Session 2: 4 Types of Growth
by Jason Blumer
2:00 PM
Live Panel of Experts, Sponsored by Gusto
led by Jason Blumer
Join us for an impactful live panel of various experts leading us through questions about their personal experiences with acquiring, selling, merging, and scaling. We will have Q&A from the audience.
This live panel will consist of:
Pam Stocks, James Mendez, Todd Williams, Kylene Carse, & Rachel Fisch
3:00 PM
Day 1 Roundtable Introduction
3:30 PM
Break
4:00 PM
Roundtable 1
5:30 PM – 7:30 PM
Thriveal Sponsor Night Cocktail Party
The Huguenot Mill at the Peace Center
101 W. Broad Street,
Greenville, SC 29601
Day 03
Fri, October 27, 2023
8:00 AM
Full Breakfast Buffet & Welcome
The Huguenot Mill at the Peace Center
101 W. Broad Street,
Greenville, SC 29601
9:00 AM
Session 3: Wrestling with your Career
by Jason Blumer
10:00 AM
Sponsor panel: 5 sponsor guests
led by Jason Blumer
10:30 AM
Break
11:00 AM
Virtual Panel of Experts, Sponsored by Anchor
Join us for an impactful film recording of various experts leading us through tough questions about the present and future of our profession, and how we can navigate acquiring, selling, merging, scaling.
This virtual panel will consist of:
Brannon Poe, Geni Whitehouse, Jeremy Clopton, Sripal Jain & Eric Majchrzak
12:15 PM
Catered Lunch Buffet
1:30 PM
Session 4: Stages & Ages of Growth
by Jason Blumer
2:00 PM
Live Panel of Experts, Sponsored by Gusto
led by Jason Blumer
Join us for an impactful live panel of various experts leading us through questions about their personal experiences with acquiring, selling, merging, and scaling. We will have Q&A from the audience.
This live panel will consist of:
Barrett Young, Amy Walker, Josh Lance, Chris Williams, & Christine Walsh
3:00 PM
Day 2 Roundtable Introduction
3:30 PM
Break
4:00 PM
Roundtable 2
5:00 PM
Wrap up!
6:00 PM – 8:00 PM
Karbon Wrap Party
Sponsored by Karbon at
The Lazy Goat
170 River Place
Greenville, SC 29601
RSVP for the Wrap Party and our other conference events
Our education and structured coaching is deep, challenging, and transformational
Going deep into topics at Deeper Weekend takes time to explain, wrestle with, and see how it all relates to your own firm. Come wrestle together and find out what kind of firm leader you are.
Our education and structured coaching is deep, challenging, and transformational
Julie Shipp and Jason Blumer, CPA (leaders of Thriveal) love to care for, love on, teach and coach with the firm owners coming to be cared for at Deeper Weekend every year. Here Deeper Weekend’s Emcee JDew leads through a Q&A session.
Our education and structured coaching is deep, challenging, and transformational
Jeffrey Reimer has been coming to Deeper Weekend for many years. He is a foundational leader in his firm and in our community. Why? Because he takes the educatin in and then applies it in his own firm.
Our education and structured coaching is deep, challenging, and transformational
The education and agendas at Deeper Weekend are planned 8 months before the conference every year. We often introduce new tools, new ways to look at the strategy of growth, and concepts that stretch firm owners.
