RISE
August 13 – 15, 2025
in Greenville, SC
A TWO AND A HALF DAY RETREAT TO GET YOU BACK IN CONTROL
BEFORE THE EVENT
- Overwhelmed, confused. Doubting yourself. Thinking “this is my last shot”
- Something is broken – a team member or client left, a system failed. It’s thrown off your plans
- Letting people down – you want to help those around you reach their potential, but you’re not doing it
- Stuck in a traditional model, need to change it
- Ready to do the work: “Just point me in the right direction!”
AFTER THE EVENT
✔ Empowered: You will debunk myths about firm growth, so you can move forward.
✔ Focused: Implementing methodologies like Strategic Calendar Work Blocking will help you lead your firm with order.
✔ Confident: You’ll know how to seek, find, and train the kind of clients (and team!) you love to work with.
✔ Thoughtful: Able to make considered decisions about roles and team members, enhancing your firm’s growth potential.
✔ Energy, re-ignited: Your enthusiasm for taking (calculated) risks will return.
Is this you?
Read more about what the 2 day event looks like…
Uncover your one thing, the one sitting in the way of your growth.
This isn’t about telling you what to do, or giving a ‘blueprint’ to success. Every firm is different, and every owner approaches things differently. We’ll listen, ask questions, and direct so you can figure out how to get unstuck. We’ll even give you the shovel. (It won’t look like everyone else’s!)
The 10 Growth Myths: We'll Debunk at RISE
1
You can have it all.
2
What you see on social media is the full story.
3
What you are doing now is working.
4
AI and bots will take your job.
5
Maybe you just suck at hiring.
6
I need new team members that finally have experience.
7
You have to be a marketing guru to market your firm.
8
The chaos is temporary.
9
That new productivity software will make us more efficient.
10
I’m not a planner.
The 8 modules we’ll cover:
1
Debunking myths of firm growth
You are possibly believing the wrong things about growth. Let’s fix that.
2
Strategic calendar workblocking
Learn how to plan the future you want.
3
Bite-sized marketing & intimate selling
When marketing is a part of your firm, connected to your operations (not a separate, solo task), it’s more successful. And enjoyable!
4
Team structuring for growth
No matter your firm size, building your team is a foundation of growth. We’ll show you how.
5
Leadership principles & practices
Leaders bring growth to fruition. And we’ll show you how practical leadership really is.
6
Risk taking skills for firm entrepreneurs
You must take risk. There are tradeoffs in your growth and we can help you balance those.
7
Capturing your value with pricing
Pricing fuels your growth and serves your clients better. Workshop the process and improve your profits.
8
Firm business models that bring order
Growth sits on top of your business model. Find out which one suits you and your firm best.
The Agenda
RISE is perfect for firm leaders who are ready to embrace the future of their firm’s growth. Each day is packed with engaging sessions, collaborative breakout groups, and practical teaching moments.
You’ll also enjoy time to connect, reflect, and recharge with regular breaks and meals built in throughout the schedule.
Get ready to learn, share, and grow together!
WED Aug 13
(8:30am – 9:00am)
Sponsor Partner: Introduction to PF
10:00am: Session 1
Debunking Myths of Firm Growth
LUNCH
(12:00pm – 1:00pm)
Strategy & Planning Your Successful Future
3:00pm: Session 3
Bite-Sized Marketing & Intimate Selling
5:00pm: Session 4
Capturing Your Value with Pricing
GET SOME GRUB
(6:00pm – 6:30pm)
(6:30pm – 7:00pm)
THU Aug 14
Welcome Back + Q&A
(8:00am – 9:00am)
9:00am: Pricing Case Study Review
11am: Group Coaching Breakouts
LUNCH
(12:00pm – 1:00pm)
Leadership Principles & Practices
3:00 pm: Session 6
Risk Taking Skills for Firm Entrepreneurs
4:00pm: Teaching Time with Karen
On Risk Taking
GET SOME GRUB
(4:30pm – 5:30pm)
Eliminating Workflows & Automating
Q&A and Wrap Up
(6:00pm – 7:00pm)
FRI Aug 15
Welcome Back + Introduction of RE____
(8:00am – 9:00am)
8:30 am: Session 7
Team Structuring for Growth
10:30: Firm Business Models That Bring Order
LUNCH
(11:30am – 12:30pm)
(12:30pm – 1:00pm)
Speakers & Facilitators
Julie
Shipp
COO & Leader
Jason
Blumer
Founder Thriveal CPA Network
Karen
Reyburn
Founder of PF
Julie
Shipp
COO & Leader
Jason
Blumer
Founder Thriveal CPA Network
Karen
Reyburn
Founder of PF
The Grand Hotel,
Greenville, SC
Held in beautiful Greenville SC
Nestled in the foothills of the Blue Ridge Mountains, Greenville, South Carolina has transformed from a quiet textile town into one of the Southeast’s most vibrant destinations, offering a perfect blend of urban sophistication and natural beauty. The downtown area showcases the stunning Falls Park on the Reedy with its iconic Liberty Bridge, while the tree-lined Main Street boasts boutiques, galleries, coffee shops, and even a fun indoor putt putt course. Take a walk on the 22-mile Swamp Rabbit Trail or explore the thriving cultural scene at the Peace Center, numerous festivals, and renowned vibrate and diverse dining options that combines Southern classics with global influences—all this is wrapped in the city’s signature friendly atmosphere and modern Southern hospitality.
RISE 2025 will be at The L, just a couple blocks off of main street. This historical building features exposed brick, high ceilings with exposed beams and original wood floors. Owned by one of Greenville’s premier caterers, the food and atmosphere will not disappoint. Attendees can expect a warm southern welcome with a seamless blend of rustic charm and modern elegance.
Pricing
Email us at [email protected] for questions on payment plans, bulk tickets sales, and special discounts.
$2250
Per owner
Operational leaders may attend on their own for $2,250 even if the firm owner does not attend. Payment plans are available.
$950
Additional Attendee
Additional $950 for each additional person from the same firm.
%
Special Discounts
There are discounts for Thriveal members and those who are new firm owners (“new firm owners” are owners who have owned their firm for a year or less).
NOT SURE YET?
REASONS YOU’RE THINKING YOU COULDN’T COME
- So much relies on you. This is exactly why you need to come. Aren’t you tired of the buck stopping with you?
- No time to train others well. We get it. It feels easier to do it yourself. See the first point!
- All of my clients are wrong. My clients will never change with me, even if I bring them new ideas.
- Not sure what change you need or the level of change which needs to happen. This makes sense! It’s hard to see the wood for the trees. Rise above!
REASONS YOU’LL BE GLAD YOU DID
✔ The firm will stop being so painful 😣
✔ You’ll keep good people 🙋🏼♀️ – instead of losing them
✔ Clients will appreciate you and stay 💰 – and even buy more
✔ You’ll give Imposter Syndrome the ol’ one-two 🥊 No comparisons to other firms or owners allowed!
✔ You won’t lose your firm 💪 You’ll keep it, the way you want it. The way that works for you
Got More Questions?
YOU HAVE TO STOP THE CYCLE. THIS IS YOUR PLACE TO DO IT.
A Better Way Than Leaving
Your fake dream of getting out of your firm might not be the best solution. We promise there is a better option available to you.
Your firm, your vision
Your firm is the thing that can be what you whatever you want it to be.
Think like an owner
You can become a sophisticated owner
Change starts with you!
You ARE the one who can change things: let’s go!