Deeper Weekend

Agenda

We make decisions with
data and research

THE SCIENCE OF PRODUCTIVITY

We are armed with research at this year’s Deeper Weekend. We will go through recent surveys from firms across the globe on how they manage productivity, manage their team structures, and the firm sizes where they make these strategic changes. We know from consulting and research that all firms must change as they grow larger. The science will show that if you change your firm as you grow, you can expand profitably. But if you don’t, a firm can consume an owner and make the organization bloated and unwieldy. You will learn how to build a firm that can grow with intention.

We make decisions with
systems and experience

THE PRACTICE OF PRODUCTIVITY

Leaders practice productivity in service based organizations. The presence of committed leaders is what sets great firms apart from firms that struggle. Leaders make the substantial changes that create productive and ordered organizations as they grow. This year’s Deeper Weekend Conference will focus on the 5 Productivity Practices for Leaders, as well as the 5 Productivity Practices for Firms. You’ll be assessed on where you stand in your firm, and you will look hard at yourself as a leader. You will learn to change your practices that will then change your firm for the better.

Deeper Weekend Schedule

Day 01

6:00 PM

BILL Welcome Reception

Day 02

8:00 AM

Breakfast

8:30 AM

Welcome

9:00 AM

Session 1: Balancing Superabundance and Limited Resources

by Jason Blumer, CPA

10:00 AM

Sponsor Panel

10:45 AM

Break

11:00 AM

Session 2: 5 Productivity Practices for Leaders & The Leader Productivity Assessment

by Jason Blumer, CPA

12:00 PM

Lunch & Peer Conversations

1:30 PM

Session 3: 5 Leader Productivity Values & Productivity Panel

by Jason Blumer, CPA & Geni Whitehouse, CPA

3:00 PM

Break

3:30 PM

Roundtable Breakout Introduction

4:00 PM

Attendee Roundtable Breakouts

5:00 PM

Wrap Up

5:30 PM

Thriveal Sponsor Night Cocktail Party

Day 02

8:00 AM

Breakfast

8:30 AM

Welcome

9:00 AM

Session 4: Firm Research on Capacity & Productivity

by Ian Vacin

10:00 AM

Sponsor Panel

10:45 AM

Break

11:00 AM

Session 5: 5 Productivity Practices for Firms & The Firm Productivity Assessment

by Jason Blumer, CPA

12:00 PM

Lunch & Peer Conversations

1:30 PM

Session 6: 5 Firm Productivity Values & Productivity Panel

by Jason Blumer, CPA & Geni Whitehouse, CPA

3:00 PM

Break

3:30 PM

Q&A & Takeaways – with Jason Blumer, CPA and Julie Shipp, Founders of Thriveal

5:00 PM

Wrap up

5:30 PM

Karbon Party on the Porch

2024 Deeper Weekend Sponsors

Discover Deeper Weekend

Speakers

Transformative speakers that challenge your thinking.

Location

A learning experience in a beautiful location.

Sponsors

Our sponsors are our partners to help firms grow too.

Register

Our event sells out since we keep it small. Register now.