Jennifer Wilson to Speak at CPAmerica Leading Partner Roundtables

The US Grant 326 Broadway, San Diego, CA, United States

September 19, 2023 Jennifer Wilson will speak on What's Your Firm's WOW Factor at CPAmerica's New Partner Group on September 19th: Progressive firms well on their way to becoming a destination workplace positioning as having something special -- a single wow factor they can offer to talent and/or clients. These firms are positioning on WOW strategies [...]

Jennifer Wilson to Speak at AICPA 2023 ENGAGE+

Web Seminar

September 20 , 2023 Jennifer Wilson to speak on Becoming a Powerful and Effective Delegator for AICPA 2023 Engage Plus on September 20th: Delegation is a leadership much-have as no organization can grow, or survive succession, without encouraging its leaders to become great delegators. Unfortunately, real delegation is often desired and seldom practiced. At some point [...]

Renee Moelders to Speak at Botkeeper's AI Unchained Conference Consultants Corner

September 21, 2023 Renee Moelders will speak on the Consultant's Corner panel for the Botkeeper AI Unchained Conference on September 21st: In just 10 minutes learn more about each of the Botkeeper Advisors (consultants and advocates). Share a snapshot of your future forward firm and determine if they might be the right fit to get [...]

Jennifer Wilson to Speak at Prime Global MegaWeek

Hilton Baltimore Inner Harbor 401 W Pratt Street, Baltimore, MD, United States

September 27, 2023 Jennifer Wilson will speak on Member Sharing: Your Latest Great Talent or Training Idea  for the PrimeGlobal MegaWeek on September 27th: In this session, we'll ask participants to submit their ideas via a simple Survey Monkey poll that will categorize the ideas and organize them in a way that allows us to prioritize [...]

Jennifer Wilson to Speak at PrimeGlobal MegaWeek

Hilton Baltimore Inner Harbor 401 W Pratt Street, Baltimore, MD, United States

September 27, 2023 Jennifer Wilson will speak in another session for PrimeGlobal's MegaWeek titled, Maximizing HR and IT Collaboration with Focus on the Employee Onboarding and Offboarding Process.  In this interactive session, we'll: Discuss challenges that cause us to overlap or underlap Explore best practices to maximize collaboration between HR and IT Share best practices for [...]

Tamera Loerzel to Speak a Morison Global North America Conference

Denver, CO

October 20, 2023 Tamera Loerzel to speak on What Got You here, Won't Get You There - Business Model Shifts to Meet Today's Market at the Morison Global North America Conference on October 20th from 9:45am - 11: 45am MT: Demographic shifts and new technology innovations are driving unprecedented change. Today's market presents seemingly unlimited opportunities [...]

Public Webinar: Four Levers to Drive Partner Unity and Accountability

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 19th: Four Levers to Drive Partner Unity and Accountability As firms drive growth in the uncertain economy, most have turned their focus to improving partner performance and accountability. In this session, [...]

National Fire Some Clients Day™

A year ago, ConvergenceCoaching® declared the Friday after the Fall and Spring deadlines to be National Fire Some Clients Day™. We believe that pruning your client base should be a part of your yearly strategic planning and growth practice. This day is an opportunity to focus on the right clients and provide the relief, capacity, [...]

Public Webinar: More than Flexibility: Shift from the Time & Place Paradigm

Web Seminar

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 20th: More Than Flexibility: Shift From the Time & Place Paradigm Increased talent competition requires new and innovative employee engagement strategies. At the top of the list for many is the [...]

Tamera Loerzel to Speak at Morison Global North America Conference

Denver, CO

October 20, 2023 Tamera Loerzel to speak on Effectively Transitioning Responsibility from One Generation to Another Organizations at the Morison Global North America Conference on October 20th from 1:30pm - 3:30pm MT: Across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession [...]

Fall 2023-2024 Transformational Leadership Program™ (TLP) - Kick-Off -

Web Seminar

Monday, October 30th: 10:00am-12:00pm CT The Transformational Leadership Program™ (TLP) kicks off October 30th! The TLP is designed to take your new and future leaders to their next level of success in leading others and your firm. Throughout the intensive one-year program, participants engage in the following: In-depth assessments including a 360 self-examination, input from [...]

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 [...]