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

Here’s what ConvergenceCoaching has been up to:

Jan 30 2023

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."

The 2022 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 drive the successful adoption of remote and flexible work programs. The 2022 survey featured a series of questions exploring ATAWW programs as well as remote client service, non-traditional staffing strategies, and cultural shifts required. Some interesting findings include:
  • 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
“We're incredible advocates for remote work and workplace flexibility because of our own success working this way for 23 years, ” said Jennifer Wilson, Partner and Co-Founder. "It’s clear to us now that firms must progress their flexibility ‘profile’ and teach their leaders to embrace these new ways of working including asynchronous scheduling, truly anywhere work and non-traditional hiring. The survey shows that the best firms are running down the path to a highly flexible model, and those not making progress will find it increasingly difficult to attract and retain the best and brightest” continued Wilson.
The full Survey Results Summary can be downloaded here. In addition, we collected more interesting data that could not be included in our Survey Results Summary, Click here to access our Anytime, Anywhere Work Bonus Content page.

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.

Jan 24 2023

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.


Jan 24 2023

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.

Dec 5 2022

Jennifer Wilson & Tamera Loerzel Honored Among Accounting Today's Top 100 Most Influential People in Accounting

We are thrilled to announce that  Tamera Loerzel and Jennifer Wilson were both recognized as Accounting Today's Top 100 Most Influential People In Accounting!  As if that weren't exciting enough, Jennifer Wilson was named in the top 10 (again), placing at #7! We're so proud of our partners, Jennifer and Tamera, who are grateful for the opportunity to serve and make an impact.


Dec 1 2022

Congratulations to the ConvergenceCoaching® 2021-2022 Fall Transformational Leadership Program™ (TLP) Graduates!

For Immediate Release:

Bellevue, NE, December 1, 2022:

ConvergenceCoaching®, LLC, is a national consulting firm that develops leaders and transforms teams in accounting and consulting firms, is proud to announce the 2021-2022 Fall Transformational Leadership Program™ (TLP) graduating class!

The Transformational Leadership Program is a one-year accelerated “finishing school” designed to take your future leaders to the next level of success. 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.

"The future is bright for the accounting and consulting profession with these brilliant leaders ready to take the reins," Tamera Loerzel, Partner and TLP Coach maintains. "The TLP graduates are change-ready and influencing new ways of thinking, creating capacity, improving efficiencies and workflows, and deepening client relationships in their firms. Congratulations to the TLP graduates on their accomplishments and their commitment to make a real difference for team and clients!"

"This group of leaders inspired me by developing their strengths and working on lessening their weaknesses," says Samantha Mansfield, Senior Consultant and TLP Coach. "Change has been constant over the last three years in the profession, and these leaders demonstrated agility in decision-making and prioritization which is required in this kind of environment. I look forward to seeing the impact these leaders will have in their firms and on the profession!"

Congratulations to the following 2021-2022 Fall TLP graduates:

  • Beth Gibbs, Operations Manager, ConvergenceCoaching®, LLC
  • Brandon Remley, Principal, REDW LLC
  • Carrie Christensen, Senior Manager, Ketel Thorstenson, LLP
  • Chase McClung, Senior Audit Manager, Windes
  • Claire Hilleary, Senior Manager, REDW LLC
  • Kimberlee Lystrup, Senior Audit Manager, Cooper Norman
  • Kyle Donham, Partner, Eisner Advisory Group LLC at EisnerAmper
  • Leslie Jiron, Senior Tax Manager, REDW LLC
  • Mike Dierlam, Audit & Consulting Senior Manager, REDW LLC
  • Rachel Brooks, Senior Tax Manager, Weinstein Spira
  • Seth Hennard, Partner, Lumsden & McCormick, LLP
  • Shirley Thomas, Accounting Manager, Weinstein Spira
  • Victor Shlionsky, Tax Director, LLME
  • Victor Flores, Principal, REDW LLC
  • Wes Benally, Principal, REDW LLC

Participants ended the TLP by coming together for the final remote webinar. Each graduate gave a short presentation 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:

In addition to completing the 2021-22 Fall program, ConvergenceCoaching recently kicked off the Spring and Summer 2022-2023 programs with two more cohorts of bright emerging leaders. The 2022-23 programs are being delivered in a blended format, with both in-person and remote elements.

About ConvergenceCoaching®, LLC

ConvergenceCoaching®, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For over 22 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 the NextGen talent and clients, driving change to the accounting and consulting firm business model. For more information, visit www.convergencecoaching.com. To download a copy of this press release, click here

Oct 14 2022

IPA Names The 2022 Most Recommended Consulting Companies

We are honored to be recognized as one of IPA's 2022 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 2022 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.

Sep 23 2022

ConvergenceCoaching® Declares October 21st "National Fire Some Clients Day™"

For Immediate Release:

Bellevue, NE, September 22, 2022:

ConvergenceCoaching®, a remote, blended and flexible leadership consulting firm working exclusively with accounting and consulting firms and associations, has declared October 21st "National Fire Some Clients Day."

"Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it," stated Jennifer Wilson. "Capacity-building strategies are available but take precious time and resources to plan and implement. Yet there is one strategy that every firm can implement immediately to significantly improve capacity before their next busy season: reducing their client load. At ConvergenceCoaching, we believe that firms must stop talking about the capacity problem and start solving it," continued Wilson.

"Every firm we know is in dire need of right sizing their commitments to match staffing,” shared Tamera Loerzel. “The fastest way to make space for team members is to reduce our ‘yeses’ and make the difficult decision to let go of certain clients. We do not recommend this lightly because we know how important client relationships are. But most firms are facing a no-win situation and they risk turning over more team members and destabilizing client service if they don’t take bold action to show a commitment to quality of work and life for their talent,” continued Loerzel.

Because many firms aren't sure of where to start, ConvergenceCoaching recommends the following steps to help leaders develop a client-culling strategy:

  • Identify clients now that no longer fit
  • Advise them of your new vision and focus on October 21, 2022
  • Provide them with options for other providers (where it makes sense)
  • Overcome common objections

To learn more about National Fire Some Clients Day, or for resources on how you can start implementing strategies at your firm today, visit our blog or contact us.

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, remote, and blended organization. The organization advocates for business model reform in firms, helping Next Generation leaders develop firms that bring them joy and make sense.

For more information about ConvergenceCoaching, visit www.convergencecoaching.com. To download a copy of this press release, click here.


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