What would you attempt if you knew you could not fail?

Robert H. Schuller Pastor, Author

I am passionate about

  • Helping accounting professionals and consultants strategically leverage technology.
  • Working with others to expand their leadership skills and effectively grow their businesses.
  • Developing leadership and management skills in others.

What makes me whole

  • My family and friends who help me achieve balance in life – laughing with them, cooking with my husband, tickling my son, etc.
  • Visiting new places to explore and learn and continuously planning our next trip.
  • Learning through living history events.

My Prior Professional Endeavors

  • I was a consultant for a technology company, helping firms implement new technology and evolve business processes.
  • I collaborated on the build-out and delivery of successful workshops for multiple companies.
  • I have been involved in the development of conferences serving the accounting profession as a director, an advisory board member, instructor and planner.
  • I have also participated in various task forces and committees regarding emerging trends impacting the profession throughout my career.
  • I have been a formal and informal mentor and coach to accounting, sales and marketing professionals.
  • I was a successful sales representative for a technology company.
  • My marketing experience includes launching social media strategy, coordinating corporate communications and oversight of marketing team members and tactics.

My Professional Involvement

Digital CPA Conference

Planning Team

Awards & Accolades

Accounting Today

Top 100 Most Influential People in Accounting

CPA Practice Advisor

40 Under 40

10-Year-Old Son

World's Best Tickler

AICPA/CPA

Most Powerful Women in Accounting

Inspired Ideas Blog

Aug 30 2023

Planning an Impactful Retreat

HR/Organizational Development, Inspired Ideas, Inspired Ideas Blog, Leadership

Firm retreats can take many shapes and forms. With blended work teams, some going into an office and others working remotely, it can be challenging to plan the details of a retreat. And while many of us have a desire to get together with our colleagues to discuss, learn, and reconnect, we lack the desire […]

May 31 2023

Maximizing Our Remote Learning Opportunities

Inspired Ideas Blog, Remote Work / ATAWW

Remote and virtual learning activities are commonplace today. In fact, some people prefer the convenience and accessibility that these activities offer. But many have commented they miss the focus and engagement of being in-person for their learning activities. At ConvergenceCoaching®, we conduct learning in person and remotely and have learned that remote learning requires an […]

Apr 26 2023

Understand Preferences for More Effective Communications

Communication, Inspired Ideas Blog

When communicating, our job as the “sender” is to get our message across and this can sometimes be frustrating. Awareness of our personality preferences can increase our patience when communicating with those who have different preferences, or styles. The more we observe the differences between us, the better we can adapt our methods to increase […]