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

Here’s what ConvergenceCoaching has been up to:

Feb 16 2021

CPACA Holds Annual Meeting and Discusses How CPA Firms Can Transform beyond the Pandemic

Published by CPACA on Tuesday, February 16th:

Austin, TX February 2021 - The CPA Consultants’ Alliance (CPACA), a working group of thought leaders united to further leadership within the CPA profession, recently held their annual meeting online to discuss key challenges facing the public accounting profession, particularly in light of the global pandemic.

Transforming beyond the Pandemic
“The challenges spotlighted by the global pandemic last year are critical issues that are top of mind for firm leaders. Most of these challenges existed before the pandemic and highlight critical opportunities for the accounting profession to embrace change and make necessary adjustments to better meet client and team member needs,” asserts Angie Grissom, Owner and Chief Relationship Officer of the Rainmaker Companies and President of CPACA.

“We are excited to continue sharing our members’ ideas to transform the CPA profession with the recent release of season 2 of the Big Ideas! podcast. Firms that capitalize on these opportunities today will be poised for greater success beyond the pandemic,” says Sarah Elliott, Co-founder and Principal of Intend2Lead LLC and chair of the CPACA marketing committee.

Season 2 of Big Ideas! explores current challenges and opportunities, including remote and flexible work environments, creating coaching cultures, developing business, generating leads and growing revenue during and beyond a pandemic.

Committed to Advancing Justice, Equity, Diversity and Inclusion in the Profession
CPACA formed a new committee to enhance members’ awareness of challenges regarding justice, equity, diversity and inclusion (JEDI) in hopes of serving as allies for underrepresented groups of people in the accounting profession.

“One of the biggest challenges the accounting profession faces is creating a more diverse landscape that includes all people. The JEDI committee’s mission is to enhance our own awareness of these challenges by educating ourselves and encouraging courageous, honest and vulnerable conversations with one another and those we serve,” said Arianna Campbell, Shareholder and Consultant at Boomer Consulting, Inc. and chair of the JEDI committee.

Changing Leadership
During their recent meeting, CPACA members also elected the following slate of officers to guide their thought leadership this coming year:

  • Angie Grissom, Owner and Chief Relationship Officer, The Rainmaker Companies – President
  • Tamera Loerzel, Partner, ConvergenceCoaching, LLC – Vice President/Meeting Chair   
  • Terry Putney, Chief Executive Officer, Transition Advisors – Secretary/Treasurer  
  • Adelaide Ness, Owner and Chief Learning Officer, The Rainmaker Companies – Deliverables Chair  
  • Sarah Elliott, Co-founder and Principal, Intend2Lead LLC – Marketing Chair  
  • Arianna Campbell, Shareholder and Consultant, Boomer Consulting, Inc. – Justice, Diversity, Equity and Inclusion Chair
  • Jeff Phillips, Chief Executive Officer, Padgett Business Services – Immediate Past President

About The CPA Consultants’ Alliance
The CPACA was formed in 2012 with the purpose of exploring leadership issues facing the public accounting profession and developing and sharing solutions that benefit practitioners, such as their new Big Ideas! podcast. The group’s vision is to inspire positive change in the CPA profession by collaboratively establishing tools and content that will educate, motivate, and increase the wisdom of current and future leaders.

The CPACA’s members are successful consultants within the CPA profession. Members’ expertise includes CPA firm strategic and succession planning, leadership development, practice management, growth, sales and marketing, information technology, human resources, coaching, mergers and acquisitions, diversity and inclusion, and more.

Dec 16 2020

ConvergenceCoaching®, LLC Announces the Release of the 2020 Anytime, Anywhere Work™ Survey Results Summary

For Immediate Release:

Bellevue, NE, December 16, 2020 – ConvergenceCoaching®, a completely remote national leadership and management consulting firm that works exclusively with accounting firms, has announced the release of their 2020 ConvergenceCoaching Anytime, Anywhere Work™ (ATAWW) Survey Results Summary today. In its fifth edition, the ATAWW Survey examines the adoption of flexible work practices in accounting firms across the country.

 "This year's survey was unique as remote work became a top priority inside firms as a result of the COVID-19 pandemic," stated Renee Moelders, Partner at ConvergenceCoaching. "We were intrigued by the findings from our biennial survey, which mostly point toward more remote going forward after the pandemic. Firms expect to see more remote work for team members AND remote service delivery to clients, too. Firms are investing in remote and flexible work in new and exciting ways, an encouraging finding considering the reactive nature that many firms operated from earlier in the year."
The 2020 Anytime, Anywhere Work (ATAWW) Survey Results Summary is a comprehensive document that outlines significant findings and trends from the ATAWW survey, along with best practices and strategies to help drive the successful adoption of remote and flexible work programs in firms. The 2020 survey featured a series of questions pertaining to firms’ reaction to the pandemic and their projection of what will be like post-COVID-19. Some interesting findings include:
  • 81% of firms surveyed indicated they expect to have an increase, or a significant increase in the number of people working remote post-pandemic
  • Directly related to this, 30% of respondents foresee shrinking their office footprint while
  • 62% expect to make no change – neither expanding nor shrinking their space
  • 55% of respondents reported they have developed (29%) or are working on (26%) remote internship programs
“We've been talking about the benefits and ‘how tos’ of supporting remote work and workplace flexibility since our inception 20 years ago," said Jennifer Wilson, Partner and Co-Founder. "Firms that were further down the road with their Anytime, Anywhere Work programs fared better in the rush to remote. However, new entrants are accelerating their own progress in flex and remote due to increased leadership buy-in for these programs and they’re catching up quickly with their more progressive firm competitors. The survey results can be a beneficial resource as firms look to leap ahead in this area,” continued Wilson.

 

The full Survey Results Summary can be downloaded here.

To learn more about the survey results, consider purchasing the webinar recording “First Hand Look: Findings From Our 2020 Anytime, Anywhere Work Survey” from November, or check out the Inspired Ideas podcast on the topic here.
Nov 13 2020

ConvergenceCoaching®, LLC Leadership Development Program for Seniors and Supervisors™ Kicks Off December 15th

The ConvergenceCoaching®, LLC Leadership Development Program for Seniors and Supervisors™ Kicks Off December 15th. 

You asked and we listened! We are excited to announce our new public program designed specifically for the senior or supervisor level in your firm.

The ConvergenceCoaching®, LLC 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 seven weeks, participants will engage in four live remote roundtables and one self-study course on topics that are extremely beneficial to one's long-term career success.

The fee to participate is $499 per person. Firms that wish to enroll three or more participants can get 10% off their total fees by using the promo code "LDPSSEnroll3" at checkout.

Click here to learn more about the program topics and expected results!

Nov 13 2020

Client Advisory Program™ (CAP) Kicks Off Monday, November 16th

Clients need their CPAs and consultants now more than ever before. Change is constant and the future is unpredictable. To become true advisors to clients, professionals must shed old ideas and habits that no longer fit current client expectations.
Our remote Client Advisory Program™ (CAP) is designed for experienced leaders who manage client relationships. The program will help develop advisory skills and an advisory approach or methodology. Participants will partake in five, 2-hour web-based video roundtables covering a range of client-centric topics, including:
  • The mindset, advisory skills and strategies to deepen their client relationships
  • How to broaden the support they provide clients beyond compliance services
  • Innovative ways to make a bigger difference in the lives and businesses of their clients
After each roundtable, participants will complete specific homework assignments related to the ideas covered and will report back on their outcomes to ConvergenceCoaching experienced coaches who will provide them feedback. Participants will also benefit from networking and learning from others who are on the journey to becoming true advisors.
The cost to participate in the CAP is $2,495 per participant and the program kicks off this Monday, November 16th. Don't wait - we only have a handful of seats remaining! Click here to learn more, view the program dates and register!
Nov 11 2020

Jennifer Wilson and Tamera Loerzel Named as Two of the 2020 Most Powerful Women in the Accounting Profession by the American Institute of CPAs (AICPA) and CPA Practice Advisor Magazine

For Immediate Release:

Bellevue, NE, November 11, 2020 – 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 2020 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 (as excerpted from the AICPA):

  • 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

"It is wonderful to see the huge impact made by the powerful women leaders on this list and I feel so grateful to be listed among them and to receive this honor at the same time as my dear partner, Tamera,” commented Wilson. “We are truly optimistic about the renaissance happening in the profession where business models, ideas and expectations are being reimagined and reinvented. As change agents, this is a very exciting time,” continued Wilson.

Loerzel is equally grateful to be honored, saying, "Organizations grow when our people thrive. So, we must focus on how to help our team members win, especially women who make up more than half our workforce and are more than three times as likely as fathers to be responsible for most of the housework and caregiving during the pandemic, according to McKinsey & Company’s Women in the Workplace 2020.” Loerzel continued, “It’s a privilege to work with awesome leaders across the profession who are committed to elevate women, and I am honored to be listed along with these fabulous women leaders.”

The award recipients were announced today during the AICPA Women's Global Leadership Summit. The full list of 25 recipients is as follows:

  • Karen Abramson, Chief Executive Officer, Wolters Kluwer Tax & Accounting
  • Lara Abrash, Chairman and Chief Executive Officer, Deloitte & Touche LLP
  • Tommye Barie, EVP of Leadership Development, Succession Institute, LLC
  • Arianna Campbell, Director, Boomer Consulting, Inc.
  • Lynne Doughtie, Former Chairman and CEO, KPMG in the U.S.
  • Sarah Elliott, Executive Leadership Coach and Co-Founder, Intend2Lead, LLC
  • Kimberly Ellison-Taylor, Executive Director – Finance Thought Leadership, Oracle
  • Janet Foutty, Executive Chair of the Board, Deloitte US
  • Tasha Fox, Controller, The Osage Nation
  • Tracey Golden, Audit Partner, Deloitte
  • Kelly Grier, U.S. Chair and Managing Partner, Americas Managing Partner, EY
  • Phyllis Ingram, Partner, Carr, Riggs & Ingram, LLC
  • Scharrell Jackson, Principal/Chief Operating Officer, BPM, LLP
  • Alexandra Kessler, Partner, Aronson LLC
  • Shannon King Nash, Chair, National Society of Black Certified Public Accountants, Inc.
  • Tamera Loerzel, Partner, ConvergenceCoaching
  • Carla McCall, Managing Partner, AAFCPAs
  • Elizabeth Pittelkow Kittner, Vice President of Finance and Human Resources, International Legal Technology Association (ILTA)
  • Kelly Richmond Pope, Associate Professor of Accounting, DePaul University
  • Lindsay Stevenson, CEO/Founder, Origin Evolution
  • Amy Vetter, CEO & Founder, The B3 Method Institute
  • Tracey Walker, Vice President, National Director of Government Affairs; Diversity and Inclusion RSM US, LLP
  • Tifphani White-King, Principal, National Tax Practice Leader, Mazars USA LLP
  • Sandra Wiley, President, Boomer Consulting Inc.
  • Jennifer Wilson, Partner and Co-Founder, ConvergenceCoaching

 

Congratulations to Jennifer Wilson and Tamera Loerzel, and the other 23 exceptional women leaders making a difference in the accounting profession!

 

Read the announcement on the CPA Practice Advisor website.

Sep 30 2020

IPA Names The 2020 Most Recommended Consulting Companies

Posted by INSIDE Public Accounting | Sep 30, 2020

We are honored to be recognized as one of IPA's 2020 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 2020 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 29 2020

Announcing the ConvergenceCoaching® 2019-2020 Fall Transformational Leadership Program™ (TLP) Graduates

For Immediate release:
Bellevue, NE, September 29, 2020
ConvergenceCoaching®, LLC, a national leadership and management consulting firm that helps accounting and consulting firms achieve success, is proud to announce the 2019-2020 Fall Transformational Leadership Program™ (TLP) graduating class!

 

Participants experienced an added dimension to their TLP with the emergence of the pandemic mid-way through their program. This group of leaders had the opportunity to step up their leadership during a time of immense and rapid change and uncertainty. Many helped support their firm’s leadership pivot to remote work and meeting their clients’ and team members’ needs,” said Renee Moelders, Partner and TLP coach. “We are excited to watch them use the skills they’ve gained to take on new roles and make a bigger difference for their clients, their colleagues and their firms.”

 

Participants ended the TLP by coming together for a final remote roundtable. Each graduate gave a short, impactful presentation about their TLP journey and where they will focus going forward.
Congratulations to the following 2019-2020 Fall TLP graduates:
  • Bill Allen, Principal, Brisbane Consulting Group, LLC
  • Katie Brabec, Senior Team Lead II, Bland & Associates, P.C.
  • Sarah Land, Program Coordinator, ConvergenceCoaching, LLC
  • Jordan Chandler, Manager, SKDO
  • Ming Fang, Partner, Spott, Lucey & Wall, Inc.
  • Anne Marie Flynn, Partner, Janover LLC
  • Sarah Hammond, Director, Katz, Sapper & Miller
  • Robert Henn, Client Service Director, Fair, Anderson & Langerman
  • Cyndi Hintz, COO / Assurance Shareholder, Huberty
  • Naveid Jahansouz, Manager - IRS Defense Services, Goldin Peiser & Peiser, LLP
  • Stephanie Kraus, Assurance Senior Manager, EHTC
  • Samantha Mansfield, Founder, Samantha Mansfield LLC
  • Jackie Meils, Audit & Assurance Manager, SKDO
  • Matthew Roetting, Senior Manager, Munninghoff, Lange & Co.
  • Brittany Schutter, Tax Director, Katz, Sapper & Miller
  • Adam Schwelnus, Director, Kruggel, Lawton & Co., LLC
  • Scott Styck, Tax Manager, SKDO
  • Stephen Varner, Senior Tax Manager, Kruggel, Lawton & Co., LLC
  • Kim Wegner, Partner, MBE CPAs
  • Mike Young, Tax Senior Manager, EHTC
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. Only a few seats remain in our upcoming 2020-21 Fall TLP!

Do you need to develop Client Advisors or Rainmakers?

Summer programs are open for enrollment!


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