Agenda
Theme Introduction
We spend time crafting our event around a theme to drive greater learning and focus. A theme-focused conference produces the deeper learning DW is know for. We create our learning sessions to tie together, enhance one another, and make the learning interactive throughout the whole conference. Attendees at DW learn by hearing, doing, talking, coaching, and experiencing transformation together. No other conference in the profession does it like this.
Is the learning for you?
This is for firm entrepreneurs. Employees and team won’t generally get much out of DW since they can’t implement the learning we teach. This learning will challenge you and it will take a year or more to put into practice what you learn at DW. That’s why many of our attendees roll direclty into our community to work on the learning over the next year. Come if you are serious about firm growth, if you want to be inspired by others, and experience a memorable event.
2022 Deeper Weekend theme:
From Advisory to Consulting.
Deeper Weekend Schedule
Day 01
October 19, 2022
6:00 PM – 9:00 PM
Bill.com Welcome Reception, RSVP here
Location: The Avenue
Additional guest ticket required $75 (register here)
Day 02
October 20, 2022
7:30 AM
Doors Open and Breakfast
Location: Huguenot Mill
8:00 AM
Emcee Welcome
9:00 AM
Sponsor Product Demo (1)
9:15 AM
Session 1: Consulting is Connecting
10:15 AM
Sponsor Product Demo (2)
10:30 AM
Session 2: The Firm’s Path to Productizing
a Consulting Offering
12:00 PM
Lunch
1:00 PM
Sponsor Product Demos (3 & 4)
1:30 pm
Session 3: Practical Financial Advisory Consulting: Analyzing Benchmarks, Metrics,
and Data to Drive Insights
2:30 PM
Sponsor Product Demo (5)
2:45 PM
Q&A with Greg Crabtree
3:15 PM
Sponsor Product Demos & Break (6 & 7)
4:00 PM
Session 4: Organizational Development Consulting, Part 1
5:30 PM
Wrap up!
6:00 PM – 9:00 PM
Fathom Unwind Drop-in Mixer
Location: Venue at Falls Park
Conference attendees only, RSVP here
Come unwind and hang out
Day 03
October 21, 2022
6:45 AM
Light Breakfast
For those attending the Bill.com certification
course.
7:00 AM
Bill.com Certification: RSVP here
Location: Huguenot Mill
8:00 AM
Full Breakfast
8:30 AM
Welcome
8:45 AM
Sponsor Product Demo (8)
9:00 AM
Session 5: Organizational Development Consulting, Part II
10:00 AM
Session Work and Exercise (30 min) – Groups of 2
10:30 AM
Sponsor Product Demo & Break (9)
11:00 AM
Session 6: The Consultant’s Approach & Gameplan
12:00 PM
Lunch
1:00 PM
Consulting Gameplan Work and Exercise – Groups of 1
2:30 PM
Consulting Gameplan Wrap Up
3:00 PM
Question and Answer Session
With Jason & Julie
4:00 PM
Wrap up!
6:00 PM – 9:00 PM
Deeper Weekend Sponsors
Deeper Weekend is for any accounting firm owner wanting to develop their business in a way that connects more deeply with their clients and staff. Always with a perspective from deep within the trenches of running a firm, the material is applicable to any firm desiring to, with concentrated effort, become something better.”– Chris Jones