Agenda

Deeper Weekend Schedule

Day 01

6:00 PM – 9:00 PM

Bill.com Welcome Reception, RSVP here

Location: The Avenue

Additional guest ticket required $75 (register here)

Day 02

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

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

Karbon Deeper Weekend Wrap Party

Location: Rainer’s Cafe & Bar

Conference attendees only, RSVP here

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.