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Mar 4 2020

Inspired Ideas Podcast: Episode 4 – Making Remote Work

2020-06-07T16:43:04-05:00March 4th, 2020|Anytime Anywhere Work™, HR/Organizational Development, Inspired Ideas Blog, Inspired Ideas Podcast, Next Generation, Retention Strategies|

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 [...]

Dec 13 2019

Are Your Talent Resources Spread Too Thin?

2019-12-13T10:30:39-06:00December 13th, 2019|HR/Organizational Development, Recruiting, Retention Strategies|

December is planning season in accounting and consulting firms, a time when we look ahead to “what’s next” in the new year. As you envision the future, we expect that the talent needs of your business will rank high on your priority list.  Specifically, be sure to identify and communicate the top three things you’d [...]

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|Inspired Ideas, Next Generation, 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

2019-11-01T16:14:12-05:00September 13th, 2019|HR/Organizational Development, Inspired Ideas, Leadership, Next Generation, 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?

2019-11-01T17:20:23-05:00May 29th, 2019|Client Retention, Communication, Inspired Ideas, 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

2018-09-28T10:13:03-05:00September 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!

2018-08-17T14:03:47-05:00August 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 [...]

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