This spring, we conducted our 2015 ConvergenceCoaching, LLC Anytime, Anywhere Work Survey and published the “big picture” results in our August 26th blog. In our anytime, anywhere work blog series, we’ve been exploring the feedback from the respondents with the hope that you’ll identify ideas you can implement to further (or begin) your firm’s anytime, [...]
During our first Inspired Ideas podcast, Jennifer Wilson and Tamera Loerzel discussed The Change Imperative. One of the client and talent-driven changes is the move to Anytime, Anywhere Work™ (ATAWW). In our fourth survey of the ATAWW work practices of nearly 200 accounting and consulting firms, 99% say that they have Anywhere work and 96% say they have Anytime work. [...]
Keith Barfield is a Partner and founding member of Barfield, Murphy, Shank & Smith, LLC. He is a sparkly-eyed, always-smiling, motorcycle-riding practice developer and we truly appreciate his positive approach to leadership. Keith’s innovative firm, which features a brightly-colored zebra as its mascot, is the second largest locally owned accounting firm in Birmingham, Alabama, specializing [...]
Colleen Murray is the fiery, forward-thinking Director of Operations at Perkins & Co, based in Portland, OR. She oversees and sets strategy for the Human Resources Department and is responsible for all aspects of firm operations including cross-departmental projects, administration, implementation of strategic initiatives, and participating as a member of the senior leadership team. Perkins [...]
Firms Continue To Migrate AWAY From Time and Place. In early June, we launched our 2015 Anytime, Anywhere Work Survey to collect information about the adoption of flexible work initiatives within public accounting firms. We asked firms to submit only one response per firm and were amazed to see a 57% increase in participation this [...]
Jennifer Soltis is a Partner at Baker Tilly. Her primary disciplines include financial statement attestation and employee benefit plan audits. She has a specialized focus in the investment company industry (including private equity, venture capital, and hedge funds). Through this practice, she has extensive experience in regulatory, accounting, and compliance issues. She is a great [...]
Please help us welcome the newest member of our team, Renee Moelders! As you may know, every six weeks we feature profession leaders in our Leadership Blog Spotlight. This personal-story series gave us the idea that it might be nice to give our readers an opportunity to know each ConvergenceCoaching, LLC team member and their [...]
We have had the privilege of working with Sarah Johnson Dobek in a variety of capacities, but mostly through our membership with the Association for Accounting Marketing and The CPA Consultants’ Alliance where she serves on the board as the chair of the Marketing Committee. Sarah helps public accounting firms to grow – faster and [...]
We met Julie Miller, founder and president of Business Writing That Counts! at a Washington Society of CPAs Women’s Conference. We were so impressed with her message that we invited her to participate in our Leadership Spotlight series. Julie is a business writing expert, author, speaker, and trainer. She helps her clients achieve their personal [...]
Brian Austin joined Avalara as Director of Accountant and Industry Relations in 2011. In his role, Brian works with accountants in public practice and industry, and with industry organizations like the AICPA and state CPA societies to evangelize the role of technology in solving clients’ sales tax issues. Prior to joining Avalara, Brian was Director [...]
