The Culture Builders: Creating philosophy-driven organizations

❓ How do you build a firm where culture guides decision-making?

❓ How can you ground the way you lead, measure success, and operate day to day in your company values?

❓ How do you align your team around a core philosophy while scaling your business?

In this video, Jason Blumer (Thriveal) and Ian Vacin (Karbon) trade strategies with Bernard N. Ackerman and Jason Ackerman (BNA CPAs & Advisors), Zane Stevens (Protea Financial), Mike Libbey (YBL), and Jennifer Green (Jade Consulting), as they break down what it takes to run a culture-first firm. They explain how clear values can shape decisions, streamline processes, and create a team environment where people thrive.

You’ll hear how some of the industry’s most intentional leaders align their workflows with what matters most—and how you can do the same to build a firm that grows without losing its identity.

This is part four of the four-part series 'Scaling firms with purpose: Stories from the frontlines'

This webinar series brings you face-to-face with exceptional firm leaders who navigated scaling challenges successfully. These leaders are the stars of Ian Vacin and Jason Blumer’s upcoming book, 'Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth.'

Explore the series.