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Jun 11 2020

With Liberty and Justice For All

2020-06-29T09:47:03-05:00June 11th, 2020|Current Affairs, Diversity & Inclusion, Inspired Ideas, Inspired Ideas Blog|

I am a person of privilege. I was raised by two Caucasian parents, my father with a Bachelor’s degree and my mom with a Master’s. They raised me in a financially and emotionally stable household and are still married today. I am a fourth-generation Episcopalian and my life has been enriched by that supportive community. [...]

Jun 4 2020

Let’s Give it a Name: Grief

2020-09-03T11:07:18-05:00June 4th, 2020|COVID-19, Current Affairs, Inspired Ideas Blog|

As I began writing this blog, I was contemplating the feelings of loss, lack of control, uncertainty, fear of illness and a host of other often intense feelings we have been experiencing since this pandemic began. I appreciated a Harvard Business Review article that said what we’re experiencing is grief. It was refreshing to give [...]

Dec 9 2019

Inspired Ideas Podcast: Episode 1 – The Change Imperative

2020-06-07T16:53:22-05:00December 9th, 2019|Client Retention, Communication, Current Affairs, Inspired Ideas Podcast, Leadership, Next Generation|

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? [...]

Aug 22 2018

Want to Maximize Profits? Consider Highest and Best Use

2018-08-22T09:12:45-05:00August 22nd, 2018|Current Affairs, HR/Organizational Development, Leadership, Personal Development|

According to the latest IPA benchmarking survey, CPA firm profits are under pressure. Across the Top 100 firms in that survey, talent costs are increasing faster than billing rates, resulting in a squeeze that’s reducing the bottom line. There are many strategies you can employ to relieve the pressure, and in this blog, we’ll focus [...]

Apr 27 2018

Five Flex Forward Insights

2018-04-27T09:14:06-05:00April 27th, 2018|Anytime Anywhere Work™, Current Affairs, HR/Organizational Development, Retention Strategies|

This week, we launched our ConvergenceCoaching® 2018 Anytime, Anywhere Work™ Survey, where we gather input from public accounting firms about their adoption of flexible work practices. We’re huge proponents of these programs because we have been operating in a 100% flexible and virtual environment for the last 18 years and have experienced first-hand the benefits [...]

Oct 20 2017

Three Keys To A Safe And Inclusive Environment

2017-10-20T09:53:29-05:00October 20th, 2017|Current Affairs, HR/Organizational Development, Leadership, Personal Development, Retention Strategies|

I’m confronted by the major news story centered around a senior leader who engaged in unacceptable behaviors across two decades. It’s resulted in a cascade of additional victims sharing their own experiences with the same type of bad behavior - some directly related to the organization in question and others related to their own experiences [...]

Oct 11 2017

CPA Firm Practice Economics – 5 Key Levers

2017-10-11T08:11:25-05:00October 11th, 2017|Current Affairs, Leadership|

CPA firms are simple and complex at the same time. Simple because they consist primarily of people – the clients and the professionals. Granted, firms also require workspace and technology to operate, grow and succeed, but people are the primary value drivers. CPA firms are also complex for the same reason they are simple:  because [...]

Sep 29 2017

Four Steps to Faster People Development

2017-09-29T08:50:31-05:00September 29th, 2017|Current Affairs, HR/Organizational Development, Leadership, Next Generation, Personal Development, Sales|

"Leadership, like swimming, cannot be learned by reading about it." — Henry Mintzberg With the Baby Boomers (born 1946 to 1964) retiring at a clip of 10,000 per day, the skills transfer necessary to get the next generation ready to take over the reins is monumental. Most leaders have a limited amount of time available [...]

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