Public Webinar: Capacity Issues? Right-size Your Client Base

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 August 11th: Capacity Issues? Right-size Your Client Base Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it. Capacity-building strategies are available but take precious time [...]

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 [...]

National Fire Some Clients Day

Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it. Capacity-building strategies are available but take precious time and resources to plan and implement. There is one strategy every firm can implement immediately to significantly improve capacity before their next busy season - reducing your client load.   At [...]

Jennifer Wilson to speak at 2022 MSI International Conference

Washington D.C.

October 23, 2022 Jennifer Wilson will speak on the following topic at the 2022 MSI International Conference: What Got You HERE Won’t Get You THERE - Business Model Shifts to Meet Today’s Market Demographic shifts and new technology innovations are driving unprecedented change. Today’s market presents seemingly unlimited opportunity for serving clients, but increased challenges [...]

Leadership Development Program for Seniors and Supervisors™ (LDP-SS) Kick-Off - October 24, 2022

Web Seminar

Monday, October 24, 2022: 10:00 - 12:00PM CT The ConvergenceCoaching®, LLC Leadership Development Program for Seniors and Supervisors™ (LDP-SS) kicks off on October 24th! This program 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 [...]

Jennifer Wilson to Present at AICPA Medium II Networking Group

Ft. Lauderdale, FL

October 25-26: Jennifer Wilson will present on the following topic at the AICPA Medium II Networking Group: What Got You Here Won't Get You There *This event is limited to AICPA members Click Here to Learn More about AICPA

Public Webinar: Effectively Transitioning Clients

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 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 [...]

Tamera Loerzel to speak at the MassCPA Women's Leadership Summit

Westin Waltham, Waltham MA

October 25, 2022 Tamera Loerzel will speak on the following topic at the Massachusetts Society of CPAs Women's Leadership Summit. Maintaining Your Mojo: Healthy Mindset Strategies When Faced with Chaos COVID-19, economic uncertainty, political divide, and inconsistent access to childcare and school and other services are wreaking havoc on our sense of well-being. It’s paramount [...]

Renee Moelders to Speak at BDO CAAS Summit

Virtual

October 26-27th: Renee Moelders will facilitate a panel on innovation in CAS at the BDO CAAS Summit and speak on the following topic: Creating a Sphere of Influence that Makes a Difference *Please note, this event is limited to BDO Alliance Members. Click Here to Learn More about the BDO Alliance

Jennifer Wilson to Present at BDO Amplify 2022

Virtual

November 7-8, 2022 Jennifer Wilson will present on the following topics at BDO Amplify 2022: Effectively Transitioning Responsibility from One Generation to Another Creating a True Business Development Culture *This event is limited to BDO Alliance Members Click Here to Register

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 [...]

Jennifer Wilson to Speak at Allinial Global Summit & Global Forum

Four Seasons, Las Vegas

Tuesday November 15, 2022 Jennifer Wilson will present on the following topics at the Allinial Global Summit & Global Forum: Solving the Capacity Challenge What Got You Here Won't Get You There (2-part series) Click Here to Register

Tamera Loerzel to Speak at CalCPA A&A Conference

Virtual + Hilton Universal City Universal City, CA

Tuesday, November 15th: Tamera Loerzel will present on the following topic at the CalCPA A&A Conference: Anticipate the Market: Today's Trends Affecting You Tomorrow *This event is limited to CalCPA members Click Here to Learn More!

Renee Moelders to Speak at Mass CPAs New England Practice Management Conference

Foxwoods Resort Casino Mashantucket, CT

November 17th - 18th Renee Moelders will present on the following topic at the Mass CPAs New England Practice Conference: Anticipate the Market: Today's Trends Affecting You Tomorrow Build a Practice You Love with Borderless Reach *This event is limited to Mass CPA members Click Here to Learn More!

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™ Survey on the adoption of remote and flexible work programs is complete and the results will surprise you! [...]

Join ConvergenceCoaching in the 2022 Holiday Exercise Streak!

Virtual

Thursday, November 24th 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 mountain [...]

Leadership Development Program for Seniors and Supervisors™ (LDP-SS) Kick-Off - December 2, 2022

Web Seminar

Friday, December 2, 2022: 10:00AM-12:00PM CT The ConvergenceCoaching®, LLC Leadership Development Program for Seniors and Supervisors™ (LDP-SS) kicks off on December 2nd! This program 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 [...]