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
Wed, October 22, 2025
6:00 PM – 8:00 PM
BILL Welcome Reception
Day 02
Thur, October 23, 2025
8:00 AM
SafeSend Breakfast & Welcome
9:00 AM
Education: The Risk and Opportunity of Expansion: Navigate the complex trade-offs of firm expansion through explorations of constraints. Learn to distinguish between genuine growth opportunities while understanding which limitations you’re willing to exchange for scale.
9:30 AM
Education: Preparing Yourself and Your Team for Change: Transform resistance into buy-in with battle-tested change management techniques specifically designed for accounting firms, plus take the exclusive Change Response Style assessment that reveals your leadership blind spots.
10:30 AM
Sponsor Panel
11:15 AM
Education: Learn about the F.O.R.C.e. Model: Get the complete blueprint that protects growing firms from common growth pitfalls—master the four critical pillars (Financial Data, Operations, Revenue, and Capacity) that separate thriving firms from those that plateau or fail.
12:00 PM
Sponsor Lunch Table
1:30 PM
Break & Conversations: Visit the Sponsors
2:00 PM
Education: Leadership Leverage: Stop being the bottleneck in your own firm’s growth—learn the exact delegation and systems strategies that allow successful firm owners to scale beyond their personal capacity and reclaim their time.
2:30 PM
Workshop: Explore the F.O.R.C.e. Model for Your Firm: Build your personalized firm growth blueprint in real-time—work directly with the F.O.R.C.e. Model framework to identify your specific growth opportunities and create an actionable 90-day expansion plan.
3:30 PM
Break
4:00 PM – 5:00 PM
The Melio Cocktail Hour!
5:00 PM
Enjoy dinner on the town!
Day 03
Fri, October 24, 2025
7:30 AM
Morning Session by The Profitable Firm: Using AI in Your Marketing
RSVP for the AI Marketing session here
8:30 AM
SafeSend Breakfast & Welcome
9:00 AM
The Leader’s Mindset: Develop the mental frameworks and leadership psychology that separate highly effective firm owners from those who struggle with change—gain the confidence to lead your team through any transformation.
10:30 AM
Sponsor Panel
11:15 AM
Break
11:30 AM
Education: Rolling Change Into Your Team: Master the step-by-step process for implementing change without losing key team members—learn the before, during, and after strategies that keep your people engaged and productive during transitions.
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: Leave with a complete, customized roadmap for your firm’s next growth phase—collaborate with successful firm owners to finalize your F.O.R.C.e. Model and set concrete milestones for measurable results.
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 at The Cat’s Pajamas