Events Search and Views Navigation
December 2019
The market is dynamic and fast-moving, and it’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes. Which trends should [...]
Find out moreMarch 2020
Thursday, March 26th, 11:30 AM - 1:00 PM CT: With concerns over COVID-19 and the flu, there’s a heightened focus on staying healthy and reducing the spread of germs. There has never been a more appropriate time to fully embrace and utilize remote work options than today. Firms know that flexibility and remote work is [...]
Find out moreApril 2020
Tuesday, April 7th, 11:00 AM - 12:30 PM CT The COVID-19 Crisis has firms and leaders pivoting to focus on the continued viability of their practices and their clients’ businesses in the face of the virus, social distancing and lockdowns. The good news for your firm is that your clients need your help pivoting themselves [...]
Find out moreThursday, April 23rd, 10:00 AM - 11:30 AM CT Given the current economic uncertainty resulting from the COVID-19 Crisis, some firms are concerned about a revenue dip leading to cash flow issues and the need to reduce expenses to maintain the long-term health and well-being of the firm. The current shift in the economy requires [...]
Find out moreMay 2020
Enroll your managers, principals/directors, and new partners in the Transformational Leadership Program™ (TLP) to transform them into your firm’s future leaders. This year-long, in-depth program begins with self-assessments as soon as you enroll. The TLP is designed to help your future leaders honestly identify their strengths and areas for improvement, develop strategies and skills to drive performance improvements, [...]
Find out moreMay 28th, 11:00 AM - 12:30 PM ET Join Jennifer Wilson and Renee Moelders to explore various methods for managing your firm in a down economy to protect your firm while locking your high-potential team members in for the long-term. This event is limited to CPA Firm Management Association members only. Click Here to Learn [...]
Find out moreJune 2020
Jennifer Wilson will be presenting on the following topics at the CPAmerica 2020 Next Generation Conference: Talking Straight to Drive Change How to Sell Your Ideas, Services and Solutions This event is limited to CPAmerica members.
Find out moreTuesday, June 9th, 10:00 AM - 11:30 AM CT As the country begins to open up after the rush to remote, many firms are asking what a return to the office might look like. Each jurisdiction has unique requirements and recommendations, so there is no perfect one-size-fits-all guidance. Amidst the uncertainty, the health and safety [...]
Find out moreJuly 2020
Jennifer Wilson will speak on the topic of Successfully Managing Remote Talent at AICPA ENGAGE on July 24th: Most leaders want to provide work/life balance and flexible work arrangements; however, many still struggle to fully embrace remote work at all levels in the firm and in all work. To manage in this crisis and after it, [...]
Find out moreSeptember 2020
Wednesday, September 16th, 2:00PM - 3:15PM ET Jennifer Wilson and Tamera Loerzel will speak on the following topic at this upcoming DCPA webcast, hosted by CPA.com: Developing new business is primarily about relationships. As we live with the pandemic in our midst and work in a blended environment, being able to effectively conduct BD meetings [...]
Find out moreThursday, September 17th, 9:00AM ET Jennifer Wilson will speak on the following topic at the Pennsylvania Institute of CPAs 2020 Leadership Conference: What’s Next? How Life Will Change After the Pandemic The pandemic has caused us to shift how we’ve operated and it has changed our day-to-day operations. But what are the long-term effects on [...]
Find out moreTuesday, September 22nd, 10:00AM CT It’s no secret that our profession is woefully lacking in racial diversity. In fact, the 2019 AICPA Trends Report found that only 2% of CPAs and 1% of firm partners are Black or African American. Yet, according to the Senate Committee on Small Business and Entrepreneurship, over 50% of new businesses launched [...]
Find out moreNovember 2020
Monday, November 9, 2020 Jennifer Wilson will speak during the Strategy, Leadership & Growth session at the CPA Firm Management Association Accelerator event on November 9th. This 2-day program is exclusively designed to help participants professionally manage accounting firms of varying sizes. * Please note, this event is limited to CPAFMA members Click Here to [...]
Find out moreTuesday, November 10th, 10:00 AM - 11:30AM CT Field of Study: Marketing Tamera Loerzel and Jennifer Wilson will speak on the following topic at this upcoming webinar, hosted by the BDO Alliance. Developing a Successful Industry or Specialty Service Niche Building expertise in a specialty area has been the goal of practitioners for decades. Now, with [...]
Find out moreTuesday, November 10th, 2:00 PM - 3:30 PM CT CPE: 1.8 credit hours in the areas of Personnel/Human Resources In 2020, remote work saved the day as firms across the country shifted to remote work to keep their operations going during the pandemic. We had the opportunity to study the transition, and now our 2020 [...]
Find out moreWednesday, November 11th, 12:00PM - 1:30PM CT Field of Study: Personal Development Jennifer Wilson and Tamera Loerzel will teach on the following topic at this BDO Alliance webinar: What’s Next? How Life Will Change After the Pandemic The pandemic has caused us to shift how we’ve operated and it has changed our day-to-day operations. But what [...]
Find out moreTuesday, November 17th Jennifer Wilson, Renee Moelders and Brianna Johnson will speak on the following topics at the New England Practice Management Conference on November 17th: Creating a Strong Culture to Support a Blended Environment - Jennifer Wilson Becoming a Powerful and Effective Delegator - Renee Moelders & Brianna Johnson Successfully Managing Remote Talent - [...]
Find out moreDecember 2020
Wednesday, December 16th - 10:00AM - 12:00PM CT CPE: 2.4 credit hours in the areas of Business Management and Organization The market is dynamic and fast-moving, and it’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard [...]
Find out moreJanuary 2021
Wednesday, January 27th - 10:00AM - 11:15AM CT CPE: 1.5 credit hours in the areas of Personal Development The pandemic, racial uprising, economic uncertainty, the election, and inconsistent access to childcare and school are wreaking havoc on our sense of well-being, just in time for the holidays, an already stressful time. It’s paramount that we take [...]
Find out moreFebruary 2021
Thursday, February 11th - 10:00AM - 11:30AM CT CPE: 1.8 credit hours in the areas of Business Management and Organization The rapid move to social distancing caused us to quickly embrace remote work at all levels and in all work. As firms re-open their offices and begin to manage a blended environment with team members [...]
Find out more
The ConvergenceCoaching® Spring 2020-21 Transformational Leadership Program™ (TLP) is open for enrollment!