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

Here’s what ConvergenceCoaching has been up to:

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 2020 Most Powerful Women

For Immediate Release:

Bellevue, NE, November 11, 2020ConvergenceCoaching®, 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, here.

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 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!
Jul 22 2020

New Remote Client Advisory Program (CAP) and Strategic Planning Summit Give Firms Competitive Advantage During COVID-19 and Beyond

For Immediate release:

 

 Bellevue, NE, July 21, 2020 – Recognizing the need for advisory services development for CPAs and consultants, ConvergenceCoaching®, LLC today opened registration for its newest professional development opportunity: the Client Advisory Program™ (CAP).

 

The CAP is an entirely remote, modular program designed to teach experienced CPAs and consultants advisory skills and strategies to deepen their client relationships, broaden the support they provide clients beyond compliance services and ultimately make a bigger difference in the lives and businesses of their clients.

 

“This pandemic has illustrated that now, more than ever before, clients need their CPAs and consultants to provide help and support beyond compliance services in order to succeed,” said Jennifer Wilson, co-founder and partner at ConvergenceCoaching. “Our goal is to help experienced client relationship owners in firms approach their work with clients differently. Instead of managing their clients through the lens of the current engagement, we will be encouraging them to look at their clients’ lives and business holistically and provide advice and assistance beyond their compliance work,” continued Wilson.

 

The program seeks to teach CPAs and consultants how to identify their ideal clients for advisory and coaching services and various strategies and frameworks to develop deep rapport with clients, query to uncover needs and how to develop, scope, and price solutions, too. CAP participants will partake in five, web-based video roundtables covering a range of client-centric topics. After each roundtable, participants will complete specific homework assignments related to the ideas covered and will report back on their outcomes to experienced coaches who will provide them feedback. The cost to participate in the CAP is $2,495 and the first program kicks off on September 22, 2020. 

 

The CAP program launches on the heels of another new ConvergenceCoaching offering, the Strategic Planning Summit (SPS). The SPS is a unique, completely remote, multi-firm strategic planning event where participating firms identify focused strategies that are unique to their needs and current circumstances, while also sharing costs for the planning session. Designed for firms with $3M - $10M in annual revenue, firms survey their key leaders, then engage in small group discussions with up-and-coming and experienced leaders from their firm as well as listening to ideas generated by other participating firms.

 

“Even with the pandemic and extended spring busy season, smaller firms still needed to hold strategic planning discussions to develop their top priorities to manage the impacts of, and opportunities arising from the pandemic,” shared ConvergenceCoaching partner, Tamera Loerzel. “Those meetings may have traditionally been held in person, so we wanted to provide firms a way to facilitate these discussions while still ensuring their people’s health and safety. Our deep experience remotely facilitating strategy and learning enables us to use unique approaches to open up dialogue and facilitate rapid decision making,” added Loerzel.

 

The firm held its first SPS on June 24, 2020 and plans to hold the next SPS on September 30, 2020.

Registration for the Spring 21-22 Transformational Leadership Program™ is now open!

Click here to learn more.

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