Our Latest News2019-05-06T14:01:03-05:00

Here’s what ConvergenceCoaching has been up to:

Nov 18 2021

Congratulations to the ConvergenceCoaching® 2020-2021 Fall Transformational Leadership Program™ (TLP) Graduates!

For Immediate Release:

Bellevue, NE, November 18, 2021 - ConvergenceCoaching®, LLC, a national leadership and management consulting firm that helps public accounting and consulting firms achieve success, is proud to announce the 2020-2021 Fall Transformational Leadership Program™ (TLP) graduating class!

Tamera Loerzel, Partner and TLP coach, congratulated the graduates for their accomplishments and perseverance completing a leadership program while navigating the impacts of the pandemic and other changes in the profession. "We are proud of these leaders and who they are in the face of uncertainty for their team members, clients and firm. They 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 Loerzel.

Renee Moelders, Partner and TLP coach, also applauded the graduates, saying, "We are thrilled to recognize this group of leaders and their accomplishments throughout their TLP year. It is truly astounding how our participants overcame obstacles during a highly challenging year and found their paths to success. We are proud of them for fostering a positive firm culture while also meeting the needs of their clients and colleagues. The future is bright with these leaders at the helm!"

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 2020-2021 Fall TLP graduates:

  • Chelsea Cheville, Manager, BerganKDV, Ltd.
  • Dan Bergs, Senior Manager, Wegner CPAs LLP
  • Elizabeth Harkness, HR Manager, Weinstein Spira
  • Greg Feucht, Shareholder, Huberty & Associates, S.C.
  • Greg Miner, Senior Manager, Ketel Thorstensen, LLP
  • Greg Stalling, Manager, B.A. Harris, LLP
  • Jacquetta Gilman, Fiscal Manager, Andrea & Orendorff, LLP
  • Jamie Harnish, Partner, McSoley McCoy & Co
  • Jeff Yennie, Senior Manager, Ketel Thorstenson, LLP
  • Jen McQuilkin, Director, The Doty Group
  • Jeri Schultz, Principal, LattaHarris, LLP
  • Lisa Hahm, Partner, Weiss & Company, LLP
  • Mindy Kamen, Partner, Janover
  • Peter Fellers, Senior Accountant, HBE, LLP
  • Sang Yang, Manager, Boos & Associates
  • Sarah Davis, Senior Manager, Ketel Thorstensen, LLP
  • Sarah Hopkins, Partner, Lumsden McCormick
  • Shelley Drury, Partner/Director, The Doty Group

The Transformational Leadership Program is a one-year accelerated "finishing school" for CPA and consulting firm new partners and emerging leaders. 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 2020-21 Fall program, ConvergenceCoaching just kicked off the Fall 2021-22 program, which will be delivered in a blended remote and in-person format, with another group of bright emerging leaders. Our Spring 2021-22 program is now open for enrollment.

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. To download a copy of this press release, click here.

Oct 20 2021

ConvergenceCoaching® Launches New How To Remote and Blended Work Videos

For Immediate Release:

Bellevue, NE, October 20, 2021

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 their new Remote and Blended Work Video Learning Programs!

According to the 2020 Anytime, Anywhere Work™ Survey results, over 81% of firms expect an increase in people working remote going forward. ConvergenceCoaching® developed the remote and blended work video learning programs to support firms in driving further adoption and effectiveness of remote and blended work. 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.

Renee Moelders, Partner, shares her excitement about the timely launch of this new product. “We are thrilled to share our years of remote experience in these short and simple videos,” Renee commented. “Remote and blended work are here to stay. As an organization that has been 100% remote since our start nearly 22 years ago, we are in the perfect position to provide real-life strategies and solutions to help firms overcome challenges when managing team members and serving clients in a remote and blended environment, including how to handle the persistent objections that still exist!”

Chris Roberts, National Director of Talent Management and Learning, shares his experience with the guidance of ConvergenceCoaching on remote work at his firm, CohnReznick, LLP: "ConvergenceCoaching is an authority on how to successfully design and implement workplace flexibility in professional services firms. We partnered with them to remotely train our Partners and People & Culture team on the market perspective of flex, required mindset shifts and practical tools and resources to make flex a win for our Firm, people and clients. We leveraged ConvergenceCoaching’s deep insight into the topic, their Anytime, Anywhere Work™ (ATAWW) research and their own experience as a 100% remote company."

The Video Learning Programs include:

  • Successfully Managing a Remote and Blended Team ($399)
  • Successfully Serving Clients and Developing Business in a Remote and Blended Environment ($349)
  • Addressing Common Objections to Remote and Blended Work ($349)
  • Or you can purchase all three videos for $997

ConvergenceCoaching provides support for firms adopting a more permanent remote, blended environment. 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. To download a copy of this press release, click here.

Sep 23 2021

IPA Names The 2021 Most Recommended Consulting Companies

Posted by INSIDE Public Accounting | Sep 23, 2021

We are honored to be recognized as one of IPA's 2021 Most Recommended Consulting Companies. Congratulations to the other nine honorees – we are in good company! The recognition identified those that received the highest share of responses to the 2021 IPA Practice Management Survey question: “Please name up to three consultants/companies your firm has used within the past year whom you would recommend.”

Click here to learn more.

Source: INSIDE Public Accounting

Sep 2 2021

Congratulations to the ConvergenceCoaching® Leadership Development Program™ (LDP) Graduates from Grassi!

For Immediate Release:

Bellevue, NE, September 2, 2021 - ConvergenceCoaching®, LLC, a national leadership and management consulting firm that helps public accounting and consulting firms achieve success, is proud to announce the Grassi Leadership Development Program™ (LDP) graduating class!

Grassi supervisors, managers/senior managers and principals have successfully developed essential skills for long-term career success, including managing diverse personalities, enhancing personal leadership capabilities, gaining new skills and confidence for delivering and receiving feedback, and effectively managing priorities within themselves and their team - all while increasing their visibility and collaboration at all levels of their firm.

Tamera Loerzel, Partner and LDP coach, commends the graduates on their accomplishments. “I am thrilled that Grassi has entrusted us with developing their bright future leaders,” Tamera commented. “It is truly astounding how our gradates took ownership of their personal development and progressed significantly towards their individual goals and leadership growth. These leaders practiced and implemented ideas and strategies they learned throughout the season and saw results. I am incredibly proud of them.”

The LDP consisted of remote workshops, an on-line self-study course, and practical homework where participants applied their learning over the course of six months. Julie Vadnais, Chief Administrative Officer shared that she thought, “…the LDP was an excellent program that provided this group of managers a wealth of good information and practical tools to develop their management and leadership skills. The program made them take a hard look at themselves and evaluate where they are strong and where they need to develop so they could take specific actions to grow and progress on their unique path here at Grassi,” Julie concluded.

Congratulations to the 2021 Grassi LDP graduates!

About Grassi

As the 64th largest accounting firm in the nation, Grassi is a leading provider of advisory, tax and
accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Needham, MA; and Palm Beach, FL, the firm has the depth of knowledge and experience to work effectively alongside clients across the New York metro area and throughout the United States, as well as internationally through its membership in Moore Global. Visit www.grassicpas.com for more information.

About ConvergenceCoaching®, LLC

ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For over 21 years, we have provided strategic and succession planning, coaching, and leadership development programs to help our CPA firm clients and the associations that serve them achieve their goals. For more information, visit www.convergencecoaching.com.To download a copy of this press release, click here.

Jun 8 2021

Congratulations to the ConvergenceCoaching® 2020-2021 Spring Transformational Leadership Program™ (TLP) Graduates!

For Immediate Release:
Bellevue, NE, June 8, 2021 - ConvergenceCoaching®, LLC, a national leadership and management consulting firm that helps public accounting and consulting firms achieve success, is proud to announce the 2020-2021 Spring Transformational Leadership Program™ (TLP) graduating class!
Jennifer Wilson, Co-founder, Partner and TLP coach, commends the graduates for their achievements and determination. "We are especially in awe of this group of future leaders. Our graduates exemplified what it means to be strong and resilient – truly unstoppable -- throughout the pandemic. All through the program we’ve been discussing the changing landscape and business model and our TLP graduates will now play a vital role in shaping a new, better way of leading and managing their firms and clients going forward. These leaders will lead the way in initiating change."
Renee Moelders, Partner and TLP coach, also applauds the graduates, saying, "We are thrilled to recognize this group of leaders and their accomplishments throughout the TLP program. It is truly astounding how the TLP leaders identified ways to overcome obstacles during a highly challenging year and found their paths to success. We are proud of them for fostering a positive firm culture while also meeting the needs of their clients and colleagues. The future is bright with these leaders at the helm!"
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 2020-2021 Spring TLP graduates:
  • Floriana Allen, Manager, Wiss & Company, LLP
  • Robert Bell, Senior Accountant, Gardiner + Company
  • Brett Breedlove, Director, Katz, Sapper & Miller
  • Amanda Buford, Manager, Weinstein Spira
  • Tammy Daitch, Principal, Janover LLC
  • Carl Duffy, Partner, BerganKDV
  • Chris Gagliardi, Partner, Janover LLC
  • Travis Gilmer, Senior Manager, Brown Edwards & Company LLP
  • Andy Johnson, Principal, Cover & Rossiter, PA
  • Karris Kimball, Tax Manager, BA Harris LLP
  • Blake Miller, Auditor, Gardiner + Company
  • Ashley Mowery, Director, McGowen, Hurst, Clark and Smith, PC
  • Chris Murray, Senior Manager, Brown, Edwards & Company, LLP
  • Steven Neher, Partner, Cordell, Neher & Company PLLC
  • Jonathan Roller, Partner, Lumsden McCormick LLP
  • Renee Salcedo, Manager, Grimbleby Coleman, CPA
  • Michele Schneider, Audit Senior Manager, Caler, Donten, Levine, Cohen, Porter & Veil, P.A.
  • Christy Stein, Principal - Service Line Lead, Cooper Norman
  • Christine Taylor, Office Managing Director, Huberty CPA's
  • Jayme Terrell, Director of Growth and Communications, Saltmarsh, Cleaveland & Gund
  • Kim Thome, Director of Accounting, Huberty CPAs
The Transformational Leadership Program is a one-year accelerated "finishing school" for CPA and consulting firm new partners and emerging leaders. The TLP focuses first on individual mindset and behavior to drive change in thinking and personal responsibility, followed by strategies and actions to prepare them to lead their firm into the future.
In addition to completing the 2020-21 Spring program, ConvergenceCoaching just kicked off our Spring 2021-22 program with another group of emerging leaders, which will be delivered in a blended remote and in-person format. Our Fall 2021-22 program is now open for enrollment.

Learn More About the TLP

To download a copy of this press release, click here.

May 4 2021

ConvergenceCoaching®, LLC Receives the 2021 BDO Alliance USA Excellence Award in COVID-19 Resiliency

FOR IMMEDIATE RELEASE:

Contact:        Tamera Loerzel
                             tamera@convergencecoaching.com
                             (952) 226-1780

Bellevue, NE,  May 05, 2021 ConvergenceCoaching®, LLC, a national leadership and management consulting firm transforming the public accounting profession, was honored with the 2021 BDO Alliance Excellence Award in COVID-19 Resiliency on May 3, 2021 during the BDO Alliance Conference. "In March 2020, as the shelter-in-place mandates and work-from-home spread across the country, ConvergenceCoaching tapped into our twenty-one years of experience running a remote business and immediately jumped into action to help firms pivot to this new way of working,” said Tamera Loerzel, partner.

“In addition to one-on-one video meetings and phone calls with each of our clients, prospects, and friends to help them navigate this change, we also made our remote toolset available to anyone free of charge and we began offering a weekly webinar series to help firm leaders make the shift,” added Jennifer Wilson, co-founder and partner. “We also included additional questions in our bi-annual Anytime, Anywhere Work Survey™ to better understand how the pandemic impacted firms’ remote and flex policies, plans and strategies so we could share those findings with all firms.”

The BDO Alliance Awards recognizes firms annually with outstanding business practices, providing them the opportunity to celebrate their accomplishments. In 2021, firms were asked to submit responses for how they responded to the pandemic via an online short essay survey in one of four categories: Innovation & Technology, Client Experience, Growth Potential, and COVID-19 Resiliency.

The ConvergenceCoaching team would also like to congratulate all of the winners:

  • Innovation & Technology: OUM & Co. LLP (California), Vic.ai (New York)
  • Client Experience: Grimbleby Coleman CPAs (California), Optisave, LLC (Michigan)
  • Growth Potential: BMSS, LLC (Alabama), Reliable Group (New York)
  • COVID-19 Resiliency: Rea & Associates, Inc. (Ohio), Concannon Miller (Pennsylvania), ConvergenceCoaching, LLC (Nebraska)

“We are grateful for this recognition and to the BDO Alliance USA team for leading the way in making innovative shifts and leveraging new technologies to make the learning, networking, and programming available to its member firms,” reflected Loerzel.

Read more about the BDO Alliance at www.bdo.com/alliance.

About ConvergenceCoaching, LLC

ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For 21 years, we have provided strategic and succession planning, coaching, and leadership development programs to help our CPA firm clients and the associations that serve them achieve their goals. For more information, visit www.convergencecoaching.com.

Click here to download the full press release.

Apr 19 2021

We're Excited to Announce Our Newest Team Member!

For Immediate Release:

Bellevue, NE,  April 19, 2021 – ConvergenceCoaching®, LLC, a national leadership and management consulting firm transforming the public accounting profession, is happy to announce our newest team member, Samantha Mansfield.

After working together on a contract basis for over a year, we're fortunate to have Samantha join the Convergence team as a Senior Consultant. In her role, she'll manage our Client Advisor Program™ and Rainmaker Development Program® and continue her work as a coach and facilitator in our world-class Transformational Leadership Program™.

"We're excited to have Samantha, with her 20+ years of experience in public accounting and technology and her unique perspective on advisory services, formally join our team," Jennifer Wilson, Partner and Co-Founder commented on the news. “She has already made a wonderful contribution to our team and clients as a contractor and we look forward to expanding her impact on our mission," remarked Wilson.

Mansfield is a 3-time recipient of the CPA Practice Advisor "40 Under 40" award and was listed twice on the AICPA and CPA Practice Advisor "Most Powerful Women" and Accounting Today’s "Top 100 Most Influential People in Accounting" lists. She will continue to spend a portion of her time on individual consulting and speaking work via Samantha Mansfield, LLC, focusing on the impact of technology to the profession.

Regarding the news, "I feel truly honored to share knowledge with accounting professionals leading the way, and empowering them to fulfill their future vision," Mansfield remarked.

"ConvergenceCoaching is a leading consulting firm and I am so thrilled to learn from their team members and add my experience and knowledge to the work they are doing,” continued Mansfield.

Read more about Samantha’s background on our website at www.convergencecoaching.com, where you can also stay up to date on Convergence team members’ blogs, podcasts and speaking around the CPA profession.

About ConvergenceCoaching, LLC

ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For 21 years, we have provided strategic and succession planning, coaching, and leadership development programs to help our CPA firm clients and the associations that serve them achieve their goals. For more information, visit www.convergencecoaching.com.

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