ConvergenceCoaching®, LLC Rainmaker Development Program® (RDP) Kick-Off - August 19, 2022

Web Seminar

Friday, August 19, 2022: 10:00AM - 12:00PM CT The ConvergenceCoaching®, LLC Rainmaker Development Program® (RDP) kicks off on July 11th! This program is an opportunity for managers, principals/directors or partners looking to grow their rainmaking skills. Our standard program entails six virtual roundtables that teach participants critical personal marketing and business development concepts. Between roundtables, [...]

BDO Alliance Webinar: Build a Practice You Love with Borderless Reach

Web Seminar

Jennifer Wilson and Tamera Loerzel will facilitate a 90-minute webinar eligible for 1.5 CPE on the following topic hosted by BDO Alliance on August 23rd: Build a Practice You Love with Borderless Reach Life is short, and we spend so much of it at work. Why not do work you love for clients that inspire [...]

Public Webinar: Avoiding Common Remote and Blended Work Pitfalls

Virtual

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings on August 23rd: Avoiding Common Remote and Blended Work Pitfalls Struggling with buy-in to remote? Challenged with firm leaders or team members who aren't convinced that remote or blended work is a viable [...]

Samantha Mansfield to Speak at CPAmerica

Greenbrier Resort, White Sulphur Springs, WV

September 22, 2022 Samantha Mansfield will speak on the following topic at CPAmerica's Firm Management Roundtable. Planning High Impact Partner Retreats (audience COOs, FA, Ops, Controllers) 10:45am - 12:00pm ET This session is intended as an interactive presentation in which Samantha guides attendees in new ways to reinvigorate the traditional partner retreat with future focused [...]

Public Webinar: Effectively Transitioning Clients

Virtual

Tamera Loerzel and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings on October 25th: Effectively Transitioning Clients CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the [...]

Samantha Mansfield to speak at CPAFMA

East Lansing, MI

November 9, 2022 Samantha Mansfield will speak on the following topic at the CPAFMA Michigan Chapter Meeting. Effectively Transitioning Responsibility from One Generation to Another Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the [...]

Public Webinar: ConvergenceCoaching® Remote and Flex Work Survey Findings

Virtual

Jennifer Wilson and Renee Moelders will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings on November 18th: ConvergenceCoaching® Remote and Flex Work Survey Findings Our biennial Anytime, Anywhere Work (TM) Survey on the adoption of remote and flexible work programs is complete and the results will surprise [...]

Jennifer Wilson and Samantha Mansfield to speak at DCPA 2022

Austin, TX

December 5, 2022 Jennifer Wilson and Samantha Mansfield will speak on the following topic at the DigitalCPA Conference 2022 Creating Capacity Strategies This year’s theme is The Future in Focus, and we are proud to contribute to the pivotal conversation about where the accounting profession is headed. Join us on-site or live online for engaging sessions, [...]

Jennifer Wilson to speak at DCPA 2022

Austin, TX

December 6, 2022 Jennifer Wilson will speak on the following topic at the DigitalCPA Conference 2022 Employee Retention This year’s theme is The Future in Focus, and we are proud to contribute to the pivotal conversation about where the accounting profession is headed. Join us on-site or live online for engaging sessions, networking opportunities, insight into [...]

Public Webinar: Busy Season Survival Strategies

Virtual

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings on January 26th: Busy Season Survival Strategies Busy season is a time when effective communication and efficiency is vital, but that isn't so easy with increased workloads and pressure. Attend this session to [...]