Jason M. Blumer

Jason Blumer operates at the creative frontier of professional services, embodying the belief that limitless human cleverness—when properly cultivated—creates extraordinary value in the world. As a CPA who transformed his father’s traditional accounting practice into a cloud-based innovation hub, Jason’s journey reflects his commitment to reimagining what professional service firms can become.

His entrepreneurial canvas spans three essential dimensions:

• Visionary leadership through business transformation
• Deep coaching that unlocks creative potential
• Community building that elevates entire professions

From his virtual headquarters in Greenville, South Carolina, Jason orchestrates multiple businesses with remarkable strategic intuition. His flagship enterprise, Blumer CPAs, serves as a living laboratory for the principles he teaches through Thriveal CPA Network—a global community he founded to nurture accounting entrepreneurs beyond traditional practice models.

Jason’s nearly 30-year professional evolution has taken him through every functional role imaginable—from Controller to Audit Manager to Consultant—creating an experiential wisdom that informs his heart-centered leadership approach. Though he grounds his work in strategic frameworks, Jason’s true gift lies in calling forth the leadership potential within every entrepreneur he serves.

Julie Shipp

Julie Shipp operates at the intersection of visionary guidance and pragmatic execution, embodying the delicate balance required to transform professional service organizations from within. Her journey reflects a profound understanding that sustainable growth emerges not from isolated tactics, but from holistic strategic frameworks that honor both organizational potential and human capacity.

Her transformative approach centers on three fundamental dimensions:

• Strategic architecture that aligns firm purpose with execution
• Leadership development that transcends technical expertise
• Community cultivation that nurtures collective wisdom

Working alongside Jason Blumer across multiple companies, Julie serves as the essential counterpoint in their entrepreneurial symphony—bringing structured implementation to Jason’s visionary direction. Her methodical approach to building scalable systems creates the foundational infrastructure through which leadership can flourish.
Julie’s distinctive gift lies in her ability to translate conceptual possibility into operational reality, guiding professional service leaders through the challenging terrain of organizational evolution. Her work fundamentally is centered on designing firms that simultaneously honor technical excellence while creating space for transformative innovation.

Alice Grey Harrison

Alice Grey shapes organizational narratives across professional services, bringing 25+ years of strategic wisdom to firms navigating their most pivotal transitions. Working through the leadership ecosystem, she architects transformation from the inside out—helping firms discover their highest expression while honoring their foundational strengths.

Her approach centers on three transformative dimensions:

• Cultural integration through complex mergers
• Change management that transcends resistance
• Strategic communication that unlocks performance

With 16+ merger integrations in her portfolio, Alice Grey doesn’t just manage change—she orchestrates it with remarkable intuition. Her work has earned recognition from the Association for Accounting Marketing and Ragan Communications, reflecting her ability to transform theoretical frameworks into lived organizational experiences.

As a national speaker and thought leader, Alice Grey approaches each engagement not with predetermined solutions, but with profound questions that invite discovery. She meets organizations precisely where they are in their evolutionary journey, creating pathways that align purpose with performance.

When she’s not guiding professional service transformations, Alice Grey leverages her connector’s mindset across national industry associations, always exploring the intersection of strategy, communication and meaningful organizational change.

Scott J. Allen, Ph.D

Scott Allen is that rare blend of thinker and doer in the leadership space. After 17+ years as a management professor, he now teaches executives at SMU’s Cox School while consulting with Winding River to bring leadership wisdom directly to organizations.

His journey revolves around three big questions:

• How do we grow authentic leaders?
• What does work look like tomorrow?
• How do we communicate to actually connect?

Scott’s not just talking theory—he’s put his ideas into 60+ articles and several books that translate leadership concepts into practical tools. His “Practical Wisdom for Leaders” podcast (in the top 2.5% globally) does what the Greek name suggests—shares practical wisdom for real-world leadership challenges.

What makes Scott different is how he moves between worlds—one day working with Cleveland Clinic healthcare leaders, the next consulting with energy executives at Enbridge, then shifting to guide NASA-Glenn’s technical teams. His approach earned him recognition as an International Leadership Association Fellow.

When he steps away from leadership work, Scott’s exploring national parks, adding to his meteorite collection, or hitting the road with his family—experiences that likely fuel his fresh thinking about how we lead and grow together.