Here’s what ConvergenceCoaching has been up to:
Jennifer Wilson will present on the topic of Engaging Your NextGen Clients and Team Members at the PKF International 2019 North America Conference in Nashville, TN on June 4th.
Jennifer Wilson and Renee Moelders will facilitate the following sessions at the AICPA Engage Conference in Las Vegas, Nevada, June 12th-13th:
- Engaging NextGen Clients
- Advanced Recruiting Ideas To Drive Practice Growth
Save $150 through January 31st!
Jennifer Wilson will facilitate the following session at the NextGen 2019 Conference on May 16th, 2019 in San Diego, CA:
Developing Innovative Client Solutions to Make a Bigger Difference
Nothing is more important to firm growth and stability than retaining key clients. In this highly interactive session with facilitated group and table-top discussion, we will explore creative ideas to truly be proactive and consultative to expand the value you deliver to clients.
In this session, we’ll:
- Analyze the mindset shifts and behavioral changes needed to shift from compliance to consultant
- Discuss ways to run client service team meetings that allow you to identify methods for understanding the needs and drivers within clients and match those with your firm’s services
- Explore two strategies for deepening client relationships
- Discuss differentiating your firm by solving clients’ problems and making a bigger difference in their organization and in their lives
Leave this session with practical and innovative client service ideas that will ensure your clients look to you and your firm for services for years to come!
This is a closed event for CPAmerica members only. Click here to learn more.
Jennifer Wilson and Tamera Loerzel will facilitate the following sessions at the 2019 BDO Alliance Conference:
- Are Your Leaders Causing Talent to Leave?
- Managing in an Increasing Virtual World
- Compliance Vs. Consulting Services
This is a closed event for BDO Alliance members only. Click here for more information on the benefits of being a BDO Alliance member.
The CPA Consultants Alliance (CPACA) released their latest whitepaper, “How to Beat the Robots.” The whitepaper addresses the accounting industry’s shift from compliance to consulting. Learn more about the necessary mindset shifts, key differences between a consulting practice and a traditional practice, firms leveraging M&A to launch and grow their consulting practice and talent shifts necessary for recruiting and skill development. Download the whitepaper here.
The ConvergenceCoaching® 2018 Anytime, Anywhere Work™ (ATAWW) Survey Results Summary has been released! The ATAWW Results Summary is a comprehensive document outlining significant findings and trends from the 2018 survey, along with best practices and strategies to help drive the successful adoption of flexible work policies in your firm. We are excited by the findings from this year’s survey and hope they provide you with valuable insight and ideas for your own firm’s flex programs. Download the results summary here.
To learn more about the ConvergenceCoaching® 2018 Anytime, Anywhere Work™ (ATAWW) Survey and our services related to helping firms enhance their flex strategies, click here.
Jennifer Wilson, Partner and Co-founder, and Tamera Loerzel, Partner, have both been recognized as two of INSIDE Public Accounting’s 2018 Most Recommended Consultants. We are incredibly honored to be recognized for the work we do with our clients to help better their practices. Read the insights Jennifer and Tamera shared for firms to consider in 2019 click here.