Public Webinar: Effectively Communicating Change

Virtual

Tamera Loerzel and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on the following topic hosted by CPA Crossings on October 31st: Effectively Communicating Change Today's firms face an ever-accelerating, chaotic pace of change in talent, technology, client expectations, legislation and more. To successfully manage change, leaders must strategically design, execute, and [...]

Samantha Mansfield to Speak at Massachusetts Society of CPAs Emerging Leaders Summit

Babson Executive Conference Center 1 Snyder Drive, Babson Park, MA, United States

November 1, 2023 Samantha Mansfield will speak on Becoming an Unstoppable Business Developer on November 1st from 11:10am-12:10pm ET: As an up-and-coming leader, you want to drive the right relationships and revenue for your firm. Attend this session to develop your confidence and ability to step powerfully into a rainmaking role that fits your personality [...]

Samantha Mansfield to Speak at Massachusetts Society of CPAs Emerging Leaders Summit

Babson Executive Conference Center 1 Snyder Drive, Babson Park, MA, United States

November 1, 2023 Samantha Mansfield will speak on Speaking the Language of Appreciation at the Massachusetts Society of CPAs Emerging Leaders Summit on November 1st from 3:10-4:00pm ET: Philosopher William James said, "the deepest principle in human nature is the craving to be appreciated." When people don't feel appreciated, they are less likely to stay [...]

Samantha Mansfield to Speak at the BDO Alliance CAAS Summit

Web Seminar

November 15, 2023 Samantha Mansfield will speak on CAS Technology to Maintain Market Speed at the BDO Alliance CAAS Summit on November 15th from 12:30 - 1:20pm CT: Client accounting advisory services (CAS) are growing and evolving at a faster pace than most any other service in the profession today. To capitalize on this growth [...]

Join ConvergenceCoaching in the 2023 Holiday Exercise Streak!

Virtual

Here's how it works: Starting on Thanksgiving Day, walk, run or exercise the equivalent of 1 mile every day through New Year's Day. The challenging part comes in scheduling it and making it happen every single day - without missing! BONUS: If the streak isn't tough enough, add in the weekly bonus exercise (to be [...]

Public Webinar: Developing a Culture of Ownership and Accountability

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 November 30th:  Developing a Culture of Ownership and Accountability In this course we will explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership [...]

Leadership Development Program for Seniors and Supervisors™ (LDP-SS) Kick-Off

Virtual

Friday, December 1st from 1:00pm - 3:00pm CT The LDP-SS kicks off on December 1st! The Leadership Development Program for Seniors and Supervisors™ is an opportunity for seniors and supervisors in accounting and consulting firms to learn foundational leadership skills and grow their personal effectiveness and productivity. Over the course of three months, participants will [...]

Jennifer Wilson and Samantha Mansfield to Speak at DCPA 2023

Aria Resort - Las Vegas, NV 3730 S Las Vegas Blvd, Las Vegas, United States

December 4, 2023 Jennifer Wilson and Samantha Mansfield will speak on Remote and Hybrid Work: Strategies to Change the Way We Think and Manage from 8:00am 10:45am PT in their DCPA Conference 2023 Preconference Session. Remote and Hybrid Work: Strategies to Change the Way We Think and Manage Challenged with firm leaders or team members who aren't [...]

Join ConvergenceCoaching for a Run/Walk at DCPA 2023!

Aria Resort - Las Vegas, NV 3730 S Las Vegas Blvd, Las Vegas, United States

December 5, 2023 Lace up your shoes and join Jennifer Wilson and Samantha Mansfield for a morning walk or run at DCPA23! Meet them in the lobby of the Aria on December 5th at 5:55am PT for a 6:00am start. The walk/run will be roughly 4 miles or approximately 40-50 minutes in length. All are [...]

Jennifer Wilson to Speak at DCPA 2023: Designing Career Pathways for Non-Traditional Talent

Aria Resort - Las Vegas, NV 3730 S Las Vegas Blvd, Las Vegas, United States

December 5, 2023 Jennifer Wilson will speak on Designing Career Pathways for Non-Traditional Talent from 1:30pm - 2:45pm PT at the DCPA 2023 Conference. Designing Career Pathways for Non-Traditional Talent Firm leaders are addressing capacity challenges by designing new roles within their workstream. They are hiring roles that don't always align with the traditional model of [...]

Jennifer Wilson to Speak at DCPA 2023: Roundtable Discussion - Firm Culture as a Competitive Advantage

Aria Resort - Las Vegas, NV 3730 S Las Vegas Blvd, Las Vegas, United States

December 5, 2023 Jennifer Wilson will co-facilitate a roundtable discussion on Firm Culture as a Competitive Advantage  at the DCPA 2023 Conference from 4:10pm - 5:00pm PT: After a day of hearing about technologies, innovations, and leadership strategies, participate in peer driven and directed discussion groups. Select a topic of interest and explore the application and impact [...]

Webinar: CPA Firm Success Metrics: Understanding Practice Economics

Web Seminar

Tamera Loerzel and Renee Moelders will facilitate a 2-hour webinar eligible for 2.4 CPE credit on the following topic: CPA Firm Success Metrics: Understanding Practice Economics Services, staffing, technology, where we work...these aspects of our business have changed dramatically. Even with all this change, firms still use the same metrics or key performance indicators (KPIs) [...]

Public Webinar: Busy Season Survival Strategies

Web Seminar

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on the following topic on January 23, 2024: Busy Season Survival Strategies Busy season is a time when effective communication and efficiency is vital, but it isn't so easy with increased workloads and pressure. Attend this session to explore accountability, communication, [...]

Public Webinar: Becoming a Powerful and Effective Delegator

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 25, 2024: Becoming a Powerful and Effective Delegator Delegation is a leadership must-have as no organization can grow or survive succession without encouraging its leaders to delegate. Unfortunately, real delegation is [...]

Webinar: The Transformative Power of AI: Exploring Immediate Uses for ChatGPT

Web Seminar

Jennifer Wilson and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE credit on the following topic: The Transformative Power of AI: Exploring Immediate Uses for ChatGPT Accounting professionals can leverage generative AI (GenAI) to innovate and simplify work performed in all areas and all levels throughout the firm. One of the most [...]

Leadership Development Program for Seniors and Supervisors™ (LDP-SS) Kick-Off- April 25, 2024

Virtual

Thursday, April 25th from 10:00am - 12:00pm CT The LDP-SS kicks off on April 25th! The Leadership Development Program for Seniors and Supervisors™ is an opportunity for seniors and supervisors in accounting and consulting firms to learn foundational leadership skills and grow their personal effectiveness and productivity. Over the course of three months, participants will [...]

Tamera Loerzel to Speak at BDO Alliance's EVOLVE 2024

The Cosmopolitan, Las Vegas

May 7, 2024 Tamera Loerzel will speak at BDO Alliance's EVOLVE 2024 on the topic Solving Staffing - Non-CPAs to the Rescue on May 7th: The shrinking accounting pipeline and workforce shortage calls for real innovation in staffing models so we can continue to deliver an excellent client experience and support of our often-overwhelmed client-facing staff. Leading-edge [...]

Samantha Mansfield to Speak at BDO Alliance's EVOLVE 2024

The Cosmopolitan, Las Vegas

May 7, 2024 Samantha Mansfield will speak at BDO Alliance's EVOLVE 2024 in a panel discussion on the topic Advisory as a Retention Strategy on May 7th: In today's competitive business landscape, firms are constantly seeking innovative strategies to retain both clients and team members. Join this session for an engaging panel discussion where industry experts [...]

Join ConvergenceCoaching for a Run/Walk at BDO Alliance's EVOLVE 2024!

The Cosmopolitan, Las Vegas

May 8, 2024 Lace up your shoes and join Tamera Loerzel and Samantha Mansfield of ConvergenceCoaching, LLC for a morning walk or run at the 2024 BDO USA Alliance Conference! Meet us in the Cosmopolitan lobby Wednesday, May 8th at 5:55am PT for a 6:00am PT start time. The walk/run will be approximately 45-50 minute [...]

Public Webinar: Delivering Transformative Feedback to Your Team

Web Seminar

Renee Moelders and Samantha Mansfield will facilitate a 100-minute webinar eligible for 2 CPE on May 9, 2024 on the topic: Delivering Transformative Feedback to Your Team Everyone has areas for improvement, so why do we avoid addressing performance issues with team members and peers? In this session, we'll explore the reasons that keep us [...]