Our Latest News

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

Here’s what ConvergenceCoaching has been up to:

May 6 2024

ConvergenceCoaching®, LLC Launches Its 7th Anytime, Anywhere Work™ Survey

For Immediate Release:

Bellevue, NE, May 6, 2024:

ConvergenceCoaching®, LLC, a fully hybrid, remote, and flexible consulting firm that works exclusively with accounting firms, announced the launch of its 2024 ConvergenceCoaching Anytime, Anywhere Work™ (ATAWW) Survey today. In its seventh edition, the ATAWW Survey is the only survey of its kind examining the adoption and impact of remote and flexile work practices in accounting and consulting firms across the country. Always seeking to provide new insights and information on remote and flex, this year the survey has been expanded to include a separate question set to understand the remote and flexible work practices from the unique team member perspective. 

"Flexibility in where and when people work is a key component of being an employer of choice in our profession. But firms are at a crossroads with their philosophies and practices around these approaches to work - especially related to remote work," says Renee Moelders, Partner with ConvergenceCoaching. "Leadership teams must unite in their approach so that execution is consistent across the firm rather than determined by individual leaders. Participating in our ATAWW Firm Leadership survey and asking team members to participate in the separate Team Member survey questions will provide important insights that can lead to better leadership and team alignment."

Originally released in 2014, the ConvergenceCoaching Anytime, Anywhere Work™ Survey has provided a platform for firms to elevate their flexible benefits and change firm culture. The Firm Leadership portion of the survey is designed for completion by one person from each accounting and consulting firm -- usually the Managing Partner or a top HR professional. Those leaders are asked to provide information about their firm's remote and flex work practices. The Team Member survey is open to anyone currently working in an accounting and consulting firm and multiple team member responses per firm are welcome.

"We're excited to provide a new 'lens' into remote and flex work in firms through our team member questions," said Jennifer Wilson, Co-founder and Partner at ConvergenceCoaching. "We're hoping that firms share the survey link with their Team Members which will provide an opportunity to 'peek inside' talent's opinions and experiences related to flexible work practices in our profession" continued Wilson. "The combination of firm-level data and team member insights will provide a unique opportunity to impact the mindset and strategic direction of firm leaders in our profession. Given how important the talent pipeline is to the success of accounting overall, hearing their thoughts on these important cultural and HR benefits areas is a must."

Participation in the ATAWW survey allows firm leaders to benchmark their current flex and remote offerings against other accounting and consulting firms of all sizes around the country. Survey participants will have access to the full survey report which includes an executive summary, detailed reporting on survey results, and best practices and strategies to drive successful adoption of remote and flexible work policies. Non-participants will have easy downloads access to the executive summary at no cost or can purchase the full survey report.

Data will be aggregated, and individual or firm-specific data will not be shared, so respondents can be assured that their answers will be confidential. Data will be used to identify trends and best practices and published in various publications and educational presentations. Survey participants will receive a copy of the full survey report by November 22, 2024.

2024 Anytime, Anywhere Work™ Survey


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/hybrid 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 remote and flexible work programs and move away from traditional work values of "face time" and mandated office hours.

To access previous Anytime, Anywhere Work Survey results or blogs, visit the Anytime, Anywhere Work section of our Inspired Ideas blog.

Click Here to Download a Copy of this Press Release

Mar 1 2024

We're Moving to a New Learning Center!

 

In our "get better" culture, we value continuous innovation and growth and are committed to offering the best learning experience possible. in line with this commitment, we are happy to announce that we are planning the late-March launch of our new Learning Center, housed on a new Learning Management System (LMS).

We hope that the intuitive design of our new platform will provide an enhanced user interface and easier course navigation and access. Our intention is to significantly improve your online learning journey with us, and we can't wait for you to try it out.

In making the conversion, there are some important things for you to be aware of:

  • We will carry over CPE certificates from January 2021 through March 2024, which should cover your jurisdictions' reporting requirements. CPE certificates will be available on the new platform for 2021, 2022, 2023, and January through March 2024. 
  • If you would like to access CPE certificates from 2019-2020 to maintain your records for the five-year period that NASBA requires, you will need to log into our current Learning Center and download them by March 20, 2024.
  • Accessing the New Learning Center: When the new platform is ready to launch, you will receive a communication from the Learning Center containing your username and a link that will bring you to the LMS prompting you to create a new password and log in for the first time
    • If you are enrolled in a new Convergence learning or leadership program kicking off after after April 2024, the course will be automatically loaded and accessed on the new Learning Center platform starting in April

If you have questions related to our planned platform shift, please access our FAQ page to address them. If the FAQ doesn't answer your question, please feel free to email us at learningcenter@convergencecoaching.com, and we'll be happy to help.

We look forward to sharing our new Learning Center with you and continuing to help leaders achieve success.

Nov 2 2023

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.

Aug 31 2023

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. 

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, 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 Next Gen talent and clients, driving change to the accounting and consulting firm business model. For more information, visit www.convergencecoaching.com.

Jun 28 2023

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.

Jun 8 2023

Jennifer Wilson Recognized Among the Profession's Most Powerful Women!

For Immediate Release:
Bellevue, NE, June 8, 2023:
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, named as one of the 2023 Most Powerful Women in the Accounting Profession by the American Institute of CPAs (AICPA) and CIMA and CPA Practice Advisor magazine.
According to the AICPA and CIMA, key attributes of this year's winners include:
  • 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
“I am honored to have been named to this list among such truly great, unstoppable women,” commented Wilson. "We've navigated a high-volume of changes in the last several years and am encouraged by the continued elevation of women in this profession. It is humbling to be recognized as a change maker and I hope to continue to work with others to knock down barriers for future generations of women leaders."
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.
Congratulations to Jennifer Wilson and the other exceptional women leaders making a difference in the accounting profession!  

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, 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 as well as our long-time commitment to remote and blended work. For more information, visit www.convergencecoaching.com.
To download a copy of this press release, click here
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.

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Spring 2024-25 Transformational Leadership Program™ (TLP) is open for enrollment!

 

 

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