Everyone thinks of changing the world, but no one thinks of changing himself

Leo Tolstoy

I am passionate about

  • Promoting flexible and virtual work programs in the profession – Anytime, Anywhere Work™ – so that people can win both at work and at home and in their personal lives.
  • Creating feedback-rich environments and effective performance evaluation processes in CPA firms, so that team members know where they stand and how to grow and be successful.
  • Educating others on financial benchmarking and reporting and creating more efficient and profitable operations.
  • Helping firms innovate their recruiting and retention programs to more successfully find the talent they need.
  • Helping clients see potential and opportunity around them and feel empowered to take advantage of it.

What makes me whole

  • Spending time in Louisiana, taking in the tastes, sights and sounds of my childhood there. I especially love blueberry picking with my dad in July and strolling through the streets of New Orleans with my husband, Nick.
  • Cooking a delicious meal and then lingering afterward for some engaging conversation with my two opinionated teenagers and our au pair from Germany.
  • Singing baritone with my women’s barbershop chorus, Noteable Blend.

My Prior Professional Endeavors

  • I served as the Firm Administrator for four great firms around the country where I helped them modernize and innovate their HR, financial, operational and IT functions to meet the needs of their team members and clients.

My Professional Involvement

CPA Consultants’ Alliance (CPACA)

Member

CPA Firm Management Association (CPAFMA)

Member

Awards & Accolades

INSIDE Public Accounting

INSIDE Public Accounting Most Recommended Consultants

Inspired Ideas Blog

Aug 26 2021

Debunking Myths about Remote Team Members – They CAN Develop Business

Inspired Ideas Blog, Remote Work / ATAWW

At ConvergenceCoaching, LLC, we are practitioners and proponents of Anytime, Anywhere Work™ (ATAWW), where we allow team members to work from anywhere (remotely from an alternate location or geography) at anytime (on a schedule that fits each individual’s life). We’ve been running our business under an ATAWW model for 21+ years and along the way, […]

Jul 29 2021

Blended Teams Require Consistency, Parity and Transparency

Inspired Ideas Blog, Remote Work / ATAWW

At ConvergenceCoaching®, we are huge proponents of remote and flexible work, or what we like to call Anytime, Anywhere Work™ (ATAWW). We’ve been working under an ATAWW paradigm ourselves for over 21 years, allowing us to hone our skills and develop the necessary philosophical mindsets to support this way of working. Today, most firms are […]

Jun 23 2021

Truly Unplugging Is in Your Control

Communication, Inspired Ideas Blog

I’m headed out on vacation next week and can’t wait for the opportunity to unplug and relax with my home team. It’s a challenge to get away though, because the to-do list is always too long and the email inbox too full. I’m committed to take time with my family, so what can I do […]