Thriveal Incubator

Developing entrepreneurial CPA firm owners

Thriveal’s Incubator is a multiple day intensive hands-on experience in firm building, where you’ll be coached and taught through 8 key modules that are key to building and sustaining a growing firm. You will work live along side other entrepreneurs seeking the same transformation as you. You will spend fully committed time working on your own firm. Join us. Change your future.

There are two Incubator courses to choose from: online and on-premise. Both options are live. Previous years have always sold out.

22.5 CPE Hours

Live Online Virtual Incubator – August 12th -14th – $1,000

This session will be held online where you will login to a virtual classroom and have live instruction from Jason and Julie.
There will be a virtual welcome reception from 6-8pm ET on Tuesday evening (August 11th).
Sessions will be from 11am – 5pm ET Wednesday through Friday.
Content will be the same as the live in-person Incubator and will focus on the brand new content with an economic recovery focus.
We will have virtual break-out rooms to work with other attendees during the break-out sessions.
You will have the same access to Jason and Julie for coaching during this time!

Incubator Leaders

Jason Blumer CPA and Julie Shipp

Jason and Julie are the leaders of their firm, Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment, where they serve creatives agencies. Jason and Julie focus on business coaching and consulting, while their team meets the technical and compliance needs of their clients.

Purpose

As mentioned above, the purpose of the Incubator is to foster the creation of entrepreneurial, creative CPA firm owners that the world so desperately needs. We need experimental firm owners ready to build an enterprise that changes the lives of those they serve. Courage will be needed to embark on this journey, as the students will seek to change their firms during the program. We are looking for brave firm owners!

Price

There are two Incubators a student can join. One is online and one is on-premise in Greenville, SC. Both are live events. The price for the on-premise Incubator program in Greenville, SC is $1,750, while the price for the online Incubator program is $1,000. A $500 deposit is required to join either program. You may email us at [email protected] for payment options or additional questions.

Welcome Reception (for the Live Incubator session)

6:30pm to 9:00pm
Welcome Reception, Foxcroft Wine (come hungry and thirsty for appetizers & a round of drinks and wine!) for the on-premise event, or a creative welcome experience for the online Incubator.

Day One

(Breakfast on your own. Snacks, Drinks, Lunch, & Dinner provided for the on-premise event only)

8:30am to 9:30am
Intro & Debunking firm Building Myths

9:30am to 10:30am
Breakout Group Time: Brainstorming Exercise

10:30am to 12:00pm
Laying the Foundation: Vision & Values

12:00pm to 1:30pm
Breakout Group Time: (Working Lunch for the on-premise event only) Purpose Statement & Core Values Exercise

1:30pm to 2:00pm
Break

2:00pm to 3:00pm
The Risk Taking High Wire

3:00pm to 4:00pm
Breakout Group Time: Build a Risk vs Reward Model

4:00pm to 5:30pm
The Magic of Strategy & Planning

5:30pm to 7:00pm
Breakout Group Time: (Working Dinner for the on-premise event only) Strategic Calendar Work Blocking: Rocks, Pebbles, Gravel

Day Two

(Breakfast on your own. Snacks, Drinks, Lunch, & Dinner provided for the on-premise event only)

9:00am to 10:00am
Eating the Marketing Elephant

10:00am to 11:00am
Breakout Group Time: Create a Campaign

11:00am to 12:30pm
Capture Your Value with Client Pricing & Proposing

12:30pm to 2:00pm
Breakout Group Time: (Working Lunch for the on-premise event only) Price & Propose a Case Study

2:00pm to 2:30pm
Break

2:30pm to 4:00pm
Building the House: Essential Rhythms & Processes

4:00pm to 5:00pm
Breakout Group Time: Identify Your 7—10 Core Processes

5:00pm to 6:00pm
Right People, Right Seats, Sticky Culture

6:00pm to 7:00pm
(Working Dinner for the on-premise event only) Build an Accountability Chart with 2 year Plan

Day Three

(Breakfast, & Snacks, provided for the on-premise event only)

9:00am to 10:00am
Mapping Your Journey Forward

10:00am to 10:30am
Breakout Group Time: Fill Out Your Journey Map

10:30am to 12:00pm
Q&A with Jason & Julie: Start, Stop, Continue

Ron Baker

Ronald J. Baker started his CPA career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of the VeraSage Institute—the leading think tank dedicated to educating professionals internationally—and a radio talk-show host on the VoiceofAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy.

As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Daniel Morris); Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence; Everyday Economics; Everyday Ethics: Doing Well by Doing Good; and The Best Business Books You Should Read.

He is the author of seven books, including: Professional’s Guide to Value Pricing; The Firm of the Future: A Guide for Accountants, Lawyers, and Other Professional Services, co-authored with Paul Dunn; Pricing on Purpose: Creating and Capturing Value; Measure What Matters to Customers: Using Key Predictive Indicators; Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth; Implementing Value Pricing: A Radical Business Model for Professional Firms; and his latest book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless.

Ron has toured the world, spreading his value-pricing message to over 120,000 professionals. He has been appointed to the American Institute of Certified Public Accountant’s Group of One Hundred, a think tank of leaders to address the future of the profession; named on Accounting Today’s 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2011, 2012, 2013, and 2014 Top 100 Most Influential People in the profession; voted number six and nine of the Top ten Most Influential People in the profession in 2012, 2013, and 2014; selected as one of LinkedIn’s Influencer Bloggers; and received the 2003 Award for Instructor Excellence from the California CPA Education Foundation.

He graduated in 1984 from San Francisco State University, with a Bachelor of Science in accounting and a minor in economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society.

He presently resides in Petaluma, California.

Melinda Guillemette

Melinda swims in the emotional end of the business pool. She is the founder of Melinda Motivates, a leadership development and communication consulting firm specializing in CPAs. Melinda believes that creating a happy environment at work is not just a noble goal: it’s smart business. She knows that great firms build and maintain strong cultures one heart and mind at a time.

Jeff Phillips

Jeff Phillips is the CEO of Accountingfly (formerly CollegeFrog), the accounting profession's recruitment platform. Firms of all sizes, corporations, and organizations of all types use AccountingFly to recruit for internships, entry-level and experienced positions. They also use AccountingFly's award winning software to organize the recruiting process, make faster hiring decisions, and build pools of talent from which they can recruit in the future.

Tim Williams

Tim Williams roams the globe in search of “next practices” for professional services firms. As a career marketing professional, perpetual student of business strategy, and founder of Ignition Consulting Group, Tim works with professional firms around the world in the areas of positioning, structure, and pricing. His latest book, “Positioning for Professionals,” is the go-to strategy book for building a professional knowledge firm.

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