ConvergenceCoaching®, a remote, blended and flexible leadership consulting firm working exclusively with accounting and consulting firms and associations, has declared October 21st "National Fire Some Clients Day™."
"Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it," stated Jennifer Wilson. "Capacity-building strategies are available but take precious time and resources to plan and implement. Yet there is one strategy that every firm can implement immediately to significantly improve capacity before their next busy season: reducing their client load. At ConvergenceCoaching, we believe that firms must stop talking about the capacity problem and start solving it," continued Wilson.
"Every firm we know is in dire need of right sizing their commitments to match staffing,” shared Tamera Loerzel. “The fastest way to make space for team members is to reduce our ‘yeses’and make the difficult decision to let go of certain clients. We do not recommend this lightly because we know how important client relationships are. But most firms are facing a no-win situation and they risk turning over more team members and destabilizing client service if they don’t take bold action to show a commitment to quality of work and life for their talent,” continued Loerzel.
Because many firms aren't sure of where to start, ConvergenceCoaching recommends the following steps to help leaders develop a client-culling strategy:
Identify clients now that no longer fit
Advise them of your new vision and focus on October 21, 2022
Provide them with options for other providers (where it makes sense)
Overcome common objections
To learn more about National Fire Some Clients Day, or for resources on how you can start implementing strategies at your firm today, visit our blog or contact us.
About ConvergenceCoaching, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. Since its inception, ConvergenceCoaching has operated as a 100% flexible, remote, and blended organization. The organization advocates for business model reform in firms, helping Next Generation leaders develop firms that bring them joy and make sense.
Jennifer Wilson, Partner and TLP coach, congratulated the graduates for their accomplishments and commitment driving personal change and change in their firms. "We are so proud of these leaders during this time of great change in the market, their firms and with their clients. These leaders inspire hope for the future as they envision a profession that embraces needed business model changes. It has been gratifying to help them drive change in their firms to build a future they love and that truly makes a difference for their clients and team members. We couldn’t be more excited to see the continued positive impacts they will make,” continued Wilson.
Renee Moelders, Partner and TLP coach, also applauded the graduates, saying, "We’re honored to work with these up-and-coming leaders in our profession. In an unusual year, participants forged ahead to transform themselves, their teams, and their firms in the process. Their presentations made it clear that they are better equipped to serve their top clients and retain their best and brightest team members. It will be very exciting to see what happens next with this dynamic and committed group of future leaders!"
Participants ended the TLP by coming together for the final remote roundtable. Each graduate gave a short presentation about their TLP journey and what’s next as they look toward the future.
Congratulations to the following 2021-2022 Spring TLP graduates:
Aaron O'Dell, Senior Manager, Kreugel Lawton
Ben Cotlar, Manager, Weinstein Spira
Ben McKinney, Senior Manager, Windes
Ben White, Senior Manager, Brown Edwards
Brad Pauley, Tax Director, KROST
Chris Zingalli, Partner, Janover LLC
Erica Blumberg, Audit Principal, Andrea & Orendorff
Gianluca Carrabs, Partner, Janover LLC
Jenni Bieck, Director of Technology, Huberty
Jim Reeve, Partner, LattaHarris, LLP
Kate Serpe, Senior Manager, Wegner CPAs
Maria Keepers, Senior Audit Manager, Woltman Group
Matthew Gardiner, Audit Manager, Gardiner + Company CPAs
William Clark, Director/Senior Manager, Brown Edwards
Participants ended the TLP by coming together for the final remote roundtable. Each graduate gave a short presentation about their TLP journey and what’s next as they look toward the future. In their presentations, each participant provided one word that summed up their TLP experience:
The Transformational Leadership Program is a one-year accelerated "finishing school" for new partners and emerging leaders of accounting and consulting firms. The TLP focuses first on individual mindset and behavior to drive change in thinking and personal responsibility, followed by strategies and actions to prepare participants to lead their firm into the future.
In addition to completing the 2021-22 Spring program, ConvergenceCoaching just kicked off the Spring 2022-23 program, which will be delivered in a blended remote and in-person format, with another group of bright emerging leaders. Stay tuned for future program dates!
About ConvergenceCoaching®, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For over 22 years, we have provided vision planning, strategic and succession planning, coaching, and leadership development programs to help our CPA and consulting firm clients and the associations that serve them achieve their goals. ConvergenceCoaching is renowned for their advocacy on behalf of Next Gen talent and clients, driving change to the accounting and consulting firm business model. For more information, visit www.convergencecoaching.com. To download a copy of this press release, click here.
ConvergenceCoaching®, a remote, blended and flexible consulting firm that works exclusively with accounting and consulting firms, has announced the launch of the 2022 ConvergenceCoaching® Anytime, Anywhere Work™ Survey (the ATAWW Survey) today. In its sixth edition, the ATAWW Survey examines the adoption of remote and flexible work practices in accounting firms across the country.
"At ConvergenceCoaching, we love the flexibility of our remote and blended model and can’t imagine operating any other way," stated Renee Moelders, Partner at ConvergenceCoaching. "For years we’ve been helping our clients be more flexible in where and when their team members work. Doing so allows them to have an ‘edge’ in recruiting and retaining the very best talent. And, in today’s marketplace, flexibility is a key component of being an employer of choice. We help firms learn more about what leaders in flexibility are doing to drive further adoption of remote and blended work.”
Participation in the ATAWW Survey allows firm leaders to benchmark their current program offering against other accounting and consulting firms of all sizes around the country. Results of the survey are shared with participating firms, along with best practices and strategies to drive successful adoption of remote and flexible work policies.
“We have a lot of innovative accounting firm clients who have incorporated remote and flex work and client service into their operating model and strategies. This allows them to recruit and retain talent and clients independent of geography or team member personal-life status,” said Jennifer Wilson, Co-founder and Partner at ConvergenceCoaching. “Yet there are still firm leaders out there driving team members away from our profession with a ‘return to office’ (RTO) strategy, going backwards in a market that’s hurtling forward,” continued Wilson. “We’re excited to hear the latest on firms’ remote and flex work practices so we can give others a clearer picture of where the profession is headed.”
Originally released in 2014, the 2022 ConvergenceCoaching Anytime, Anywhere Work™ Survey launches today, June 16, 2022. The survey is designed for one person per accounting and consulting firm – usually the Managing Partner or an HR professional -- to complete information about their firm’s practices. This year, the survey includes questions about the firm’s RTO strategy, remote reimbursement policies, asynchronous (anytime) work, and hybrid learning strategies. Data will be used to identify trends and best practices and published in various publications and educational presentations. Survey participants will receive a copy of the Survey Results Summary by the end of November 2022.
The survey will be open for input through July 15, 2022.
About ConvergenceCoaching, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. Since its inception, ConvergenceCoaching has operated as a 100% flexible, remote and blended/hybrid organization with unlimited PTO and its assets in the cloud (before it was called the cloud). With its Anytime, Anywhere Work™ Services, ConvergenceCoaching provides education and helps firm leaders successfully implement flexible work programs and move away from traditional work values of “face time” and mandated office hours.
ConvergenceCoaching®, LLC, a national leadership and management consulting firm that helps accounting and consulting firms achieve success, is honored to have Jennifer Wilson, Partner and Co-Founder, and Tamera Loerzel, Partner, named as two of the 2022 Most Powerful Women in the Accounting Profession by the American Institute of CPAs (AICPA) and CPA Practice Advisor magazine.
According to the AICPA, key attributes of this year's winners include:
Being a driving force for innovation and excellence
Demonstrably contributing to the success of their own organization and the accounting profession as a whole
Providing guidance and leadership to contribute to the growth of the profession
Effectively representing the accounting profession through civic and community outreach
“I am humbled and honored to be named to this list among these great, powerful women leaders – and blessed to be named with my partner, Jen,” commented Loerzel. “It is a crucial time in our profession and in our country as we navigate the Great Resignation to embrace and elevate women leaders in our organizations. I am excited about the opportunities women have today to carve out careers that empower their leadership abilities in all facets of life,” continued Loerzel.
"There is so much change happening, and so much more change needed today. I feel honored and blessed to be included in the company of these bright, committed change agents, and especially with my long-time partner, Tamera,” commented Wilson. “We are so hopeful about the fundamental business model shifts happening today and the unstoppable next generation of leaders driving the change. We are grateful to help shape the change narrative with so many others,” continued Wilson.
The award recipients were announced today during the AICPA® and CIMA® ENGAGE Conference in Las Vegas. The full list of 25 recipients can be found here.
Congratulations to Jennifer Wilson and Tamera Loerzel and the other exceptional women leaders making a difference in the accounting profession!
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For over 22 years, we have provided vision planning, strategic and succession planning, coaching, and leadership development programs to help our CPA and consulting firm clients and the associations that serve them achieve their goals. ConvergenceCoaching is renowned for their long-time commitment to remote and blended work, where they author the Anytime, Anywhere Work™ Survey to study firm practices and publish thought leadership, learning programs and self-study videos to help firms manage truly anytime, anywhere teams and clients. For more information, visit www.convergencecoaching.com.
ConvergenceCoaching®, LLC, a national leadership and management consulting firm that helps public accounting and consulting firms achieve success, is proud to announce the launch of the newest series, Winning When Working in a Remote and Blended Environment of their Remote and Blended Work How-To Videos. The Remote and Blended Work How-To Video collection was recognized earlier this year by Accounting Today as a Top 2022 Product.
ConvergenceCoaching® developed this new series to support individuals in optimizing their personal remote or hybrid work model, to maximize benefits and manage potential pitfalls. These on-demand DIY videos allow firms to share with their teams in smaller, manageable segments and use them over time to ensure that all team members benefit from new ways of thinking and working.
The new Winning When Working in a Remote and Blended Environment series is comprised of the following video segments:
Communicating to Build Your Success
Creating the Right Work Environment
Staying Focused and Strong
Developing Your Hybrid Work Plan
“In our quest to enable firms to truly embrace remote and blended work, firms need to empower individual team members, too,” said Tamera Loerzel, Partner. “Setting team members up for success in their unique and dynamic remote or hybrid setting is imperative for both the individual and the firm’s success in the here-to-stay remote and blended paradigm,” Loerzel commented.
CPA and consulting firms can access the new Winning When Working in a Remote and Blended Environment as an individual series or as a collection that includes all four remote and blended video learning series:
Winning When Working in a Remote and Blended Environment
Successfully Managing a Remote and Blended Team
Successfully Serving Clients and Developing Business in a Remote and Blended Environment
Addressing Common Objections to Remote and Blended Work
ConvergenceCoaching provides an array of services for firms wanting more “live” consulting or learning options to optimize their remote and blended work programs. Contact a member of the Convergence team to learn more about our remote consulting and instructor-led learning services, too.
About ConvergenceCoaching®, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For nearly 22 years, we have provided strategic and succession planning, coaching, and leadership development programs to help our CPA and consulting firm clients and the associations that serve them achieve their goals. For more information, visit www.convergencecoaching.com.
In the May 2, 2022 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss being intentional about our time for development, proactive initiatives, and time off as we more into the Summer months. Join us live every Monday at 4:14pm CT/5:15pm ET to explore the latest trends in talent management and HR!
"Now that firm leaders recognize remote work as a viable (and, for many, still necessary) option, accounting firms must move from mere acceptance to strategic implementation, which is where these on-demand training videos, the Remote and Blended Video Learning Programs, can play a critical role in coaching both management and staff on how to adapt to the cultural shift. Longtime evangelizers of work-life balance, ConvergenceCoaching’s consultants are uniquely qualified to share their expertise in managing remote teams, serving clients and developing business remotely, and challenging work-from-home stigma — all topics that are covered in this well-researched and insightful series of videos. "
-Accounting Today, Special Report, 2022 Top New Products