Redefining the Value of Automation

How can automation help you build the firm you want? Let’s explore a more accurate view of automation and its ability to create new opportunities for our profession. We’ll discuss how to approach automation, why it's important, and what automation can give us as firm entrepreneurs. 

Learning Objectives:

  • Learn when and how to approach leveraging automation in your firm
  • Learn new opportunities for key automations to pursue
  • Learn when to explore automation and when it's best to wait

About Jason Blumer

CEO, Thriveal Network and Blumer CPAs
Jason Blumer  | @JasonMBlumer

Jason Blumer founded Thriveal in 2010 as a way for firm owners to connect. In the ten years that Thriveal has been supporting firm owners, Julie Shipp has become an owner with Jason. Together with their team, they support firms in reaching their goals through live events, a monthly podcast, written content, webinars, coaching, consulting, and more. The heartbeat of Thriveal is the online community where firm owners gather to ask questions and share ideas.

Questions about any Thriveal programs can be asked by contacting

This webinar is part of our Redefining Value webinar series. View the other virtual events and learn more about this series.

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