Deeper Weekend

Agenda

2025 Theme: Expansion in an Ever-Changing World

We live in an ever-changing world with surprises around every corner. We must navigate these proactively and with intention! Come learn how to navigate growth for your independent firm for the next 5, 10, 20, 30 years at Thriveal’s 2025 Deeper Weekend Conference.

For 2 full days, we will explore unique journeys of your firm’s growth and expansion through educational sessions, inspiring talks, and work sessions. You will walk away with practical tips as you build your firm’s structure and manage your firm’s change management growth efforts with solid principles on leading change for a growing team in an evolving organization.

Deeper Weekend Schedule

Day 01

6:00 PM – 8:00 PM

BILL Welcome Reception

Day 02

8:00 AM

SafeSend Breakfast & Welcome

9:00 AM

EducationThe Risk and Opportunity of Expansion:

by: Jason M. Blumer, CPA

9:30 AM

EducationPreparing Yourself and Your Team for Change:

by Alice Grey Harrison

10:30 AM

Sponsor Panel

11:15 AM

Education: Learn about the F.O.R.C.e.

by Jason M. Blumer, CPA

12:00 PM

Sponsor Lunch Table

 

1:30 PM

Break & Conversations: Visit the Sponsors

2:00 PM

EducationLeadership Leverage

by Jason M. Blumer, CPA

2:30 PM

Workshop: Explore the F.O.R.C.e.

3:30 PM

Break

4:00 PM – 5:00 PM

The Melio Cocktail Hour!

5:00 PM

Enjoy dinner on the town!

Day 03

7:30 AM

Morning Session by The Profitable Firm: Using AI in Your Marketing

by Karen Reyburn

 

8:30 AM

SafeSend Breakfast & Welcome

9:00 AM

The Leader’s Mindset

by Dr. Scott J. Allen

10:30 AM

Sponsor Panel

11:15 AM

Break

11:30 AM

Education: Rolling Change Into Your Team

by Alice Grey Harrison

12:00 PM

Sponsor Lunch Table

1:30 PM

Break & Conversations: Visit the Sponsors

2:00 PM

Completing your F.O.R.C.e. Model

by Jason M. Blumer, CPA

3:00 PM

Expert Panel: The Judicious Imposition of Structure

with Julie Shipp

with Dr. Scott J. Allen

with Alice Grey Harrison

4:00 PM

Head to the Karbon After Party

5:00 PM – 7:00 PM

Karbon Wrap party and Jason M. Blumer’s & Ian Vacin’s Official Book Launch Launch at The Cat’s Pajamas

Join us for only $1,250 per ticket