Here’s what ConvergenceCoaching has been up to:
Let's Got Streaking! The 2023 Holiday Exercise Streak is Open for Registration
For Immediate Release:
Bellevue, NE, November 2, 2023 - ConvergenceCoaching®, LLC, a national consulting firm that develops leaders and transforms teams in accounting and consulting firms, is pleased to announce its annual Holiday Exercise Streak is open for registration.
The Holiday Exercise Streak is an opportunity to focus on health and wellness by committing to completing the equivalent of 1-mile's worth of exercise every day starting Thanksgiving Day through New Year's Day. If that sounds too easy, then participants can choose to join in the bonus challenge which is meant to be completed every day in addition to your mile and increases in the number of reps or time spent on the activity every week. This year's challenge: a squat and push-up progression.
"The end of the year is a notoriously busy time. Firms are wrapping up year-end items and preparing for the spring busy season. Then, add the holidays to make navigating this busy period even more challenging," says Jennifer Wilson, Partner and Co-founder of ConvergenceCoaching, and founder of the Holiday Exercise Streak. "The purpose of this streak is to make your health a priority which often falls of the radar as pressures increase and stress levels rise. We encourage firms to share this health and wellness initiative with their talent, friends, and family too. The more the merrier!"
The first 300 participants to sign-up and complete the streak will receive a complimentary shirt for their commitment to making the holiday season a healthier one. For more information on the Holiday Exercise Streak and registration, visit: https://facebook.com/holidayexercisestreak/.
About ConvergenceCoaching®, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For over 23 years, they've provided vision planning, 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. ConvergenceCoaching is renowned for their advocacy on behalf of NextGen talent and clients, driving change to the accounting and consulting firm business model. For more information, visit: www.convergencecoaching.com.
Congratulations to the ConvergenceCoaching® 2022-2023 Summer Transformational Leadership Program™ (TLP) Graduates!
For Immediate Release:
Bellevue, NE, August 31, 2023 - ConvergenceCoaching®, LLC, a national consulting firm that develops leaders and transforms teams in accounting and consulting firms is proud to announce its 2022-2023 Summer Transformational Leadership Program™ (TLP) graduating class.
"This group of leaders stretched themselves beyond what they thought was possible," said Tamera Loerzel, Partner and TLP coach, about the recent graduates on their successful completion of the program. "They were open and courageous, willing to try new ideas and strategies that elevated them as leaders, so they can take on new roles and make a bigger impact. It was a privilege to have been with them on this journey and I am excited for what's next for them and their firms!"
Renee Moelders, Partner and TLP coach, shared her thoughts on the group stating, "It's wonderful to see another group of firm leaders ready to take the accounting profession by storm and implement new and innovative ideas. We're proud of their commitment to their firms and the profession and can't wait to see what they accomplish in the future!"
Participants ended the TLP by sharing about their TLP journey and what's next as they look toward the future. In their presentations, each participant provided one word that summed up their TLP experience:
Congratulations to the following 2022-2023 Summer TLP graduates:
- Amanda Steiner, Supervisor, Williams & Company, P.C.
- Andrew Claussen, Tax Supervisor, Beasley, Mitchell & Co., LLP
- Annette Moy, Partner, Reilly, Penner & Benton, LLP
- Brady Larson, Senior Manager, Ketel Thorstenson, LLP
- Brandon Panka, Partner, Reilly, Penner & Benton, LLP
- Bryan Saftlas, Partner, WilkinGuttenplan, PC
- Greg Apollo, Partner, Reilly, Penner & Benton, LLP
- Jeff Pavlik, Senior Auditor, Gardiner + Company CPAs
- Jo Hindt, Manager, Williams & Company, P.C.
- Jordan Burkhalter, Manager, WilkinGuttenplan, PC
- Katie Hoffman, Equity Partner, Reilly, Penner & Benton, LLP
- Kevin Blind, Audit Manager, Gardiner + Company CPAs
- Kristin Flamini, Tax Manager, WilkinGuttenplan, PC
- Kyle Kopren, Senior Manager, Ketel Thorstenson, LLP
- Liz Krouse, Senior Tax Manager, MHCS, P.C.
- Mark Gegax, Partner, Eide Bailly LLP
- Michelle Goforth, Shareholder & Director of Audit and Assurance, The Doty Group
- Miguel Ruiz, Tax Supervisor, Beasley, Mitchell & Co., LLP
- Myra Noshahi, Director of Tax Strategy, Tolleson Wealth Management
- Nereyda Beeck, Supervisor, Williams & Company, P.C.
- Ruby Zhang, Director of Operations/Partner, Goldin Group CPAs
- Ryan Glasco, Director, Janover, LLC
- Sara Fechter, Manager, Williams & Company, P.C.
- Sarah Oliver, Senior Manager, Saltmarsh, Cleaveland & Gund
- Steven Kurinsky, Tax Principal and Director of Business Services, DeLeon & Stang, CPAs & Advisors
- Tricia Katebini, Partner, GRF CPAs & Advisors
- Tricia Meola, Director/Senior Manager, Wiss & Company, LLP
The TLP is a one-year accelerated "finishing school" for managers, senior managers, newer partners and operations leaders of accounting and consulting firms. 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 firms into the future.
Congratulations to the ConvergenceCoaching® 2022-2023 Spring Transformational Leadership Program™ (TLP) Graduates!
For Immediate Release:
Bellevue, NE, June 28, 2023:
ConvergenceCoaching®, LLC, a national consulting firm that develops leaders and transforms teams in accounting and consulting firms, is proud to announce its 2022-2023 Spring Transformational Leadership Program™ (TLP) graduating class!
Jennifer Wilson, Partner and TLP coach, congratulated the newest cohort of graduates on their successful completion of the program, saying, "We are so proud of this group of bright leaders! Their commitment to elevate their skills and explore business model changes speaks volumes about the leadership we can expect from them and their firms in the future."
Renee Moelders, Partner and TLP coach, shared her thoughts regarding the recent graduates. "It is inspiring to see another group of talented leaders walk confidently toward their future as profession leaders. I am encouraged by their commitment to change and look forward to seeing the positive impacts they can make on their teams, in their firms, and in the profession. They are on their way!"
Participants ended the TLP by sharing about their TLP journey and what’s next as they look toward the future. In their presentations, each participant provided one word that summed up their TLP experience:
Congratulations to the following 2022-2023 Spring TLP graduates:
- Amanda Dearing, Senior Manager, Brown Edwards & Company, L.L.P
- Bill Taylor, Director, KBKG
- Chad Smith, Senior Manager, Lance, Soll & Lunghard, LLP
- Cody Newport, Senior Manager, Kruggel Lawton CPAs
- Craig Daniels, Audit Senior Manager, Brown Edwards & Company, L.L.P
- Diane Payne, Partner, MBE CPAs, LLP
- Doug Muth, Partner, Lumsden & McCormick, LLP
- Elad Menna, Senior Manager - Audit, GHJ
- Elainie Turner, Senior Tax Manager, LattaHarris, LLP
- Emily Arrigo, Audit Manager, HBE, LLP
- Heather Branham, Senior Audit Manager, Weinstein Spira
- Jeff Olsen, Partner, Stephens & Company, PLLC
- Joei Tieman, Senior Manager, Ketel Thorstenson, LLP
- Kate Leichtey, Tax Partner, Kruggel Lawton CPAs
- Katherine Chung, Tax Partner, Weiss & Company, LLP
- Kera Haas, Principal, Spoor Bunch Franz
- Megan Worth, Senior Tax Manager, Smith + Howard
- Michael Mezzo, Principal, WilkinGuttenplan, PC
- Mike Molzen, Principal, LattaHarris, LLP
- Nathan Potter, Director, KSM CPAs & Advisors
- Nicole Davis, Tax Senior Manager, Smith + Howard
- Paul Fox, Partner, Stephens & Company, PLLC
- Phil Oman, Manager, HBE, LLP
- Robert Starink, Manager, WilkinGuttenplan, PC
- Staci Engelbrecht, Operations Manager, Huberty & Associates
- Valerie Thorpe, A&A Manager, WilkinGuttenplan, PC
The TLP is a one-year accelerated "finishing school" for managers, senior managers, newer partners and operations leaders of accounting and consulting firms. 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 firms into the future.
For the first time in ConvergenceCoaching history, we've added a third TLP in a single year! The Fall 2023-24 program kicks off on October 30th and is filling quickly. Firm leaders can register rising leaders for the next session of the program to elevate their leadership skills and invest in their success.
Click here to download a copy of this press release.
About ConvergenceCoaching®, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For over 23 years, we have provided vision planning, 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.
ConvergenceCoaching is renowned for their advocacy on behalf of Next Gen talent and clients, driving change to the accounting and consulting firm business model. For more information, visit www.convergencecoaching.com.
Jennifer Wilson Recognized Among the Profession's Most Powerful Women!
- Being a driving force to create a culture of innovation, excellence, and inclusion
- The impacts of her leadership and accomplishments can be felt throughout her organization
- She has a clear commitment to mentorship and driven to help those around her thrive and grow
- Her work has positively impacted the accounting profession as a whole
The award recipients were announced this week during the AICPA® and CIMA® ENGAGE Conference in Las Vegas. The full list of 25 recipients can be found here.ConvergenceCoaching®, LLC Releases their 2022 Anytime, Anywhere Work™ Survery Results Summary
For Immediate Release:
Bellevue, NE, January 30, 2023-
ConvergenceCoaching®, a completely flexible national leadership and management consulting firm that works exclusively with accounting firms and the associations that serve them, has announced the release of their 2022 ConvergenceCoaching® Anytime, Anywhere Work™ (ATAWW) Survey Results Summary. In its sixth edition, the ATAWW Survey examines the adoption of flexible work practices in accounting firms across the country.
"The theme of this year’s report, ‘Borderless Reach, Boundless Opportunity,’ reflects the amazing differentiation and employee engagement firms are seeing in their ATAWW programs," stated Renee Moelders, Partner at ConvergenceCoaching. "In this tight labor market, firms must create workplaces to attract and retain diverse talent. The survey shows that many organizations are investing in a remote and blended strategy for hiring talented people wherever they live. The firms who are furthest ahead are less concerned about where and when people are working and increasingly interested in creating the right capacity and building an empowered, trusted team."
- 95% offer remote auditing, and the percentage who performed more than half their audits away from the client site soared to 54%
- 83% of firms allow Admin and Ops to work remote or blended
- 81% who employ remote talent hired a "stranger" outside their geography (up from 38% in 2020)
- 73% don't dictate when extra hours are worked (no more mandatory Saturdays)
- 19% offer Unlimited PTO
- 12% close the office between Christmas and New Year's
About ConvergenceCoaching, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. Since its inception, ConvergenceCoaching has operated as a 100% flexible and remote/blended organization with unlimited PTO and its assets in the cloud (before it was called the cloud). With its Anytime, Anywhere Work™ Services, ConvergenceCoaching provides education and helps firm leaders successfully implement flexible work programs and move away from traditional work values of “face time,” mandated office hours, and the 'onsite meeting' to successfully serve clients.
To help your firm's leaders shift to an Anytime, Anywhere Work paradigm, we have developed Remote and Blended Work How-To Videos designed to be shared with your team members in smaller, manageable segments and leveraged over time to ensure that all team members benefit from new ways of thinking and working.
To learn more about the survey results, check out the Accounting Today podcast or purchase the webinar recording for "Remote and Flex Work Survey Findings" from November 2022.
To access previous Anytime, Anywhere Work Survey results or blogs, visit the Anytime, Anywhere Work section of our Inspired Ideas blog.
Download a copy of this press release here.
Anytime, Anywhere Work™ Survey 2022 Bonus Content: Returning Firms
We were excited to see 89 “Returning Firms” participate in the Anytime, Anywhere Work™ (ATAWW) Survey in both 2022 and 2020.
It is possible that these Returning Firms are the most dedicated implementers of Anytime, Anywhere Work programs. Along that line of thinking, we were curious how their responses compared to those of All Respondents (all survey participants). The following chart indicates the areas where our Returning Firms were more progressive or unique in some way from the rest of the survey set.
Exhibit: Returning Firms Compared to All Respondents (+5% differential)
Learn more about the 2022 Anytime, Anywhere Work™ Survey here.
Anytime, Anywhere Work™ Survey 2022 Bonus Content: Firms with the Highest Average Net Fees per FTE Employee
39 firms in the 2022 Anytime, Anywhere Work™ (ATAWW) Survey reported average net fees per FTE employee (as measured by full-time equivalents or FTEs) of $226,000 or more. This group represents the top 18% of the total participant pool when it comes to average net fees per FTE, which is determined by calculating the total net fees for the prior fiscal year divided by number of FTE employees (including partners, client-facing team members, and administrative/operational team members).
Why consider this metric? The theory is that the more revenue placed in the hands of each employee, the greater the leverage applied and the more profits a practice will earn. We were interested to see whether these firms with higher “profit potential” are also making more progress with their flex and remote initiatives. See the following chart indicating the questions where the Firms with Higher Net Revenue per FTE Employee were more progressive or unique from the rest of the survey set.
Exhibit: Firms with Higher Average Net Fees per FTE Employee Compared to All Respondents (5%+differential)
Learn more about the 2022 Anytime, Anywhere Work™ Survey here.
