In this episode, Renee interviews Justin Hayes, Director at KSM, about his firm’s remote audit approach. This session is a don’t-miss as your firm approaches your audits remotely during this crisis and after the crisis passes, too. KSM had been using remote audits primarily with out-of-town audit engagements at the time we talked and then [...]
In this special ConvergenceCoaching 20th Anniversary episode of our Inspired Ideas podcast, partner Tamera Loerzel sits down with co-founders Jennifer Wilson and Jim Metzler to discuss the origin of ConvergenceCoaching, LLC and tell some formation stories. Join us to learn more about what inspired the founders to set out on this journey, fun memories along [...]
I often have the hunch that I was hired onto the Convergence team as a bit of a wildcard. I work in a field of practical, logical, intellectual, highly organized, data-driven people. Decisions are systematic and processes are thoroughly vetted. My traits, on the other hand, are a bit more ethereal; I have an active [...]
In this Inspired Ideas episode, Tamera Loerzel and Renee Moelders deepen their conversation from the Flex and Remote Work episode and explore flexing further with remote work. Renee and Tamera dive deeper into the details of how to make virtual programs work in your firm and how doing so can make us better managers and [...]
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. [...]
Today we celebrate all of our friends who participated in the 2019 Holiday Exercise Streak! We had record-breaking participation this year, with over 200 registrants. Thank you for making this a truly special holiday tradition and we hope to see you all again next year!
The capacity challenge has been going on since the dawn of time in public accounting, but certainly more-so in the last couple of years. Firms feel understaffed during the high-volume periods. People feel flattened out upon finishing busy seasons, including partners. We feel firms need to stop talking about the capacity problem and start solving [...]
The amount of change in our profession can be overwhelming at times but it definitely is the word of the hour. Everything feels like it's changing, and every one of us needs to change in a lot of different ways. Thus, we've named this first episode, The Change Imperative. Why is so much change happening? [...]
I woke up a little heartbroken today. I awoke to the gravity of life-altering decisions that I’ve recently made. It’s hard to say whether those choices are right or wrong and I suppose I will never know. What is clear to me now is that I’m starting over, again. I understand that while there are [...]
