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

Here’s what ConvergenceCoaching has been up to:

May 5 2022

ConvergenceCoaching® Launches New How-To Remote and Blended Work Videos

For Immediate Release:

Bellevue, NE, May 5, 2022-

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:

  • Managing Mindset
  • Being Transparent
  • Clarifying Expectations
  • 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.

Download a copy of this press release here. 

May 2 2022

HR Huddle: Preparing for a Productive Post Busy Season

Feb 22 2022

Remote & Blended Work How-To Videos Named One of 2022 Top New Products by Accounting Today

We're excited to announce - Accounting Today has recognized our Remote and Blended Work How-to Videos as a 2022 Top New Product!
"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

 

Dec 31 2021

Jennifer Wilson Named One of Top 100 Most Influential People in Accounting by Accounting Today

Report Published by Accounting Today | December 2020

Our very own Jennifer Wilson was recognized as one of the top 100 Most Influential People in Accounting by Accounting Today.

Furthermore, Jennifer was voted by her peers as one of the top 10 AICPA leaders, earning praise for her deep expertise and for being such a dependable thought leader that firms expect "Jennifer to have answers to today's most pressing concerns" as she helps them "strategically and tactically move toward the future".

This much-anticipated and often-controversial listing identifies the thought leaders, change-makers, regulators and other leaders who are shaping the profession, and the issues that they face as they chart the future of accounting. Click here to download the full report.

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

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