The ConvergenceCoaching, LLC consulting team has extensive experience in leadership management, talent development and succession, firm growth and strategy, and sales and marketing. Working together, we apply our market-focused strategic planning, in-depth tactical implementation expertise, and our passion for teaching to help our clients make the leap forward as proactive, collaborative and strategic leaders. To learn more about any our ConvergenceCoaching, LLC team members, simply click on their name.

We’re proud to have our team members recognized across various awards and honors in the profession, including:

  • CPA Practice Advisor Accounting Hall of Fame
  • CPA Practice Advisor Top 25 Thought Leaders
  • Accounting Today Top 100 Most Influential People in Accounting
  • AICPA / CPA Practice Advisor Most Powerful Women in Accounting
  • INSIDE Public Accounting Top 10 Most Recommended Consultants
  • Accounting Today Top 100 People to Watch
  • BDO Alliance Michael G. O’Hare Award
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Our Core Values

We believe that all organizations should clearly identify and communicate their shared values so that their team members, potential team members, clients, prospects, vendors, alliance partners, and others will know what they stand for and for what they are willing to be held accountable.

At ConvergenceCoaching, LLC we’ve identified ours.  We value:

  • Making a genuine difference in the lives of our clients, team, family and friends
  • Leading generously and practicing gratitude
  • Maintaining intimacy, integrity, and complete communication in all of our relationships
  • Living and working out of our faith and spirituality
  • Having fun

Have you defined your values?  If so, do ours align with yours?  If you haven’t defined your values, click here to read a blog post that will help guide you in doing so.

Our Team

  • Jennifer Wilson

    Partner and Co-Founder

  • Tamera Loerzel

    Partner

  • Renee Moelders

    Partner

  • Samantha Mansfield

    Senior Consultant

  • Emily Brantz

    Consultant and Project Manager

  • Beth Gibbs

    Operations Manager

  • Sarah Sims

    Program Manager

  • Caroline Ready

    Marketing and Sales Coordinator

  • Brianna Robinson

    Operations Coordinator

  • Jennifer Eby

    Executive Assistant

Diversity, Equity & Inclusion

Diversity Equity & Inclusion

Inclusivity means not ‘just we’re allowed to be there,’ but we are valued. I’ve always said: smart teams will do amazing things, but truly diverse teams will do impossible things.

~Claudia Brind-Woody

We believe that a crucial component of an engaged and difference-making workforce is its diversity, equity, and sense of belonging, combining unique strengths, personalities, talents, skills, and perspectives. When we’re inclusive of all race and ethnicity, gender, generation, sexual orientation or otherwise, we create opportunities for innovation and unlock the true potential of our talent.

We believe that great leaders are generous, compassionate, integrous and fair, and they align the values of their organization with their values outside work. They encourage diverse viewpoints and are inclusive of all. At ConvergenceCoaching®, LLC, we stand with Black, Indigenous, and other People of Color (BIPOC), LGBTQ, and other marginalized groups in their quest for real justice, equality and inclusion. We stand against acts of violence, discrimination, and oppression.  And we are committed to learn more and do more to use our platform to promote limitless inclusion. We can and will do better.

Internally, we are on our own learning journey, doing diversity, equity, and inclusion (DE&I) coursework, holding discussions with BIPOC, LGBTQ and others about their experiences in our profession and our country, and driving change in our own firm first. We’re also seeking ways to use our platform to further justice, equity, diversity, and inclusion in the world. The members of the ConvergenceCoaching® DE&I Committee are:

  • Emily E. Brantz
  • Jennifer Lee Wilson
  • Renee Moelders
  • Tamera Loerzel

While this is the right thing to do, it is important to note that there is a business case for DE&I in your firm:

  • Increased profit -- McKinsey and Company showed companies with ethnic/cultural diversity on executive teams were 33% more likely to have industry-leading profitability
  • Demographic reality – nearly half of Generation Z is non-white (Pew Research) and according to the Senate Committee on Small Business and Entrepreneurship, over 50% of new businesses launched in the last decade were minority-owned
  • Enhanced innovation -- A BCG study of 1,700 companies found those with above-average diversity produced a greater proportion of revenue from new product innovation (45% of total) than companies with below-average diversity (26%)
  • And more benefits, some of which are outlined in the AICPA Ten Reasons to Focus on D&I.

Leaders must encourage uncomfortable discussions and evaluate current thinking, processes, and systems to reveal personal, group and firm biases. Only then can we identify steps to promote a more diverse, equitable and inclusive environment. We believe that listening, learning, communicating, empathizing, and appreciating one another will create a truly talent-focused culture.

We are always learning on this subject, so please contact us if you’d like to discuss our stand on justice, equity, diversity, and inclusion, explore your firm’s commitment in this area, or let us know how we can be a better ally on your journey.