Retention Strategies

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Oct 30 2019

The Big Dog Goes Last

2019-11-13T11:58:51-06:00October 30th, 2019|HR/Organizational Development, Leadership, Retention Strategies|

If you want to ensure collaboration and buy-in during strategic planning meetings or when you have a big decision to make, it’s imperative that all stakeholders are able to weigh in and be heard. Facilitating these meetings and driving critical decisions can be challenging with diverse personalities, competing self-interests, internal politics, limited time and other [...]

Sep 25 2019

I’m a Millennial and We’re Begging to be Heard

2019-11-13T12:14:49-06:00September 25th, 2019|Next Generation, Recruiting, Retention Strategies, Succession|

At almost every event I attend with friends, the topic of work always seems to creep in. They share their stories and frustrations about their offices or their bosses and all too often I wish there was some discreet way to anonymously send articles about NextGen talent and clients, creating a better culture, or feedback [...]

Sep 13 2019

Solve Your Capacity Challenges with Non-Traditional Hires

2019-11-01T16:14:12-06:00September 13th, 2019|HR/Organizational Development, Leadership, Next Generation, Retention Strategies|

"Everything that can be invented has been invented." This quote is often attributed to Charles H. Duell, the Commissioner of US patent office in 1899. We know this to be far from that truth and that new inventions are happening all the time and at a faster pace than ever. Just look at our cars, [...]

May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-06:00May 29th, 2019|Client Retention, Communication, Retention Strategies, Succession|

Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their [...]

Sep 28 2018

Five Fundamentals of Flex Success

2018-09-28T10:13:03-06:00September 28th, 2018|Anytime Anywhere Work™, HR/Organizational Development, Leadership, Next Generation, Retention Strategies|

Our ConvergenceCoaching, LLC® 2018 Anytime, Anywhere Work™ (ATAWW) Survey results are due out October 22, and in them, I’m pretty sure we’ll hear at least a few participants say that flexible, remote work is not for everyone. Often people say that it requires a certain kind of worker, one who is self-motivated and driven. Or [...]

Aug 17 2018

You ARE Better Off Without Them!

2018-08-17T14:03:47-06:00August 17th, 2018|HR/Organizational Development, Leadership, Next Generation, Personal Development, Retention Strategies|

I recently wrote a column for the Journal of Accountancy CPA Insider, talking to employees that are unhappy in their work. In this blog, I am talking to firm leaders about how to deal with partners who may be some of the cause of that unhappiness.  I don’t know how many times I have had Managing [...]

Jul 18 2018

Asking for Transparency – What Does That Really Mean?

2018-07-18T12:23:51-06:00July 18th, 2018|Leadership, Next Generation, Retention Strategies, Succession|

When facilitating visioning sessions with both current partners and their NextGen leaders, one element consistently emerges as crucial to their becoming a NextGen firm: transparency. Yes, it’s a request of the NextGen leaders, and it is often contrary to Baby Boomers’ and older Gen Xers’ approach of “Just put your head down, don’t ask any [...]

Jun 7 2018

Millennial Strategies For Relating to Baby Boomer Clients

2018-06-07T08:46:40-06:00June 7th, 2018|Communication, Leadership, Next Generation, Personal Development, Retention Strategies, Succession|

In 2019, Millennials will surpass the Baby Boomers as the largest living generation. Congratulations, my fellow Gen Y’ers – we are so close to officially having our reign! All kidding aside, many of us Millennials are at a turning point in our careers as we move into bigger leadership roles and take over longstanding client [...]

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