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

Here’s what ConvergenceCoaching has been up to:

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


Contact:        Tamera Loerzel
                             (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.

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!

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