Jul 24 2020

AICPA ENGAGE: Successfully Managing Remote Talent

2020-06-19T10:26:28-05:00July 24th, 2020|, , |

Jennifer Wilson will speak on the topic of Successfully Managing Remote Talent at AICPA ENGAGE on July 24th: Most leaders want to provide work/life balance and flexible work arrangements; however, many still struggle to fully embrace remote work at all levels in the firm and in all work. To manage in this crisis and after it, [...]

Jul 22 2020

New Remote Client Advisory Program (CAP) and Strategic Planning Summit Give Firms Competitive Advantage During COVID-19 and Beyond

2020-09-03T11:06:54-05:00July 22nd, 2020|COVID-19, Our Latest News|

For Immediate release:    Bellevue, NE, July 21, 2020 – Recognizing the need for advisory services development for CPAs and consultants, ConvergenceCoaching®, LLC today opened registration for its newest professional development opportunity: the Client Advisory Program™ (CAP).   The CAP is an entirely remote, modular program designed to teach experienced CPAs and consultants advisory skills [...]

Jul 21 2020

AGN Webinar: Market Trends and the Impact to Your Firm

2020-06-01T11:00:37-05:00July 21st, 2020|, , , |

Tuesday, July 21st - 2:00PM - 3:00PM ET Tamera Loerzel and Renee Moelders will speak on the following topic for this AGN member webinar, Market Trends and the Impact to Your Firm: The pandemic is causing us all to shift how we operate and change our day-to-day operations. But how does what you’re doing in [...]

Jun 24 2020

Remote Strategic Planning Summit

2020-05-15T13:19:30-05:00June 24th, 2020||

Wednesday, June 24th, 2020 The pandemic is causing us all to shift how we operate and change our day-to-day operations. But how does what you’re doing in emergency mode tie to your firm’s overall strategic plan? Clarifying your firm’s new most important strategic priorities can't wait until after the July 15th filing deadline, this Fall [...]

Jun 12 2020

BDO Alliance Webinar: Remote Business Development in the Age of Social Distancing

2020-06-01T10:27:44-05:00June 12th, 2020|, , |

June 12th: Two Sessions Available- 9:00AM or 11:30AM CT (45 Min) Renee Moelders will speak on the following topic for this BDO Alliance webinar, Remote Business Development in the Age of Social Distancing: Developing new business from existing clients, prospective targets, and referral sources is primarily about relationships and in the age of COVID-19 and [...]

Jun 10 2020

BDO Alliance Webinar: Managing Your Remote Work Successfully

2020-06-01T10:26:55-05:00June 10th, 2020|, , , |

Wednesday, June 10th - 1:00PM-2:30PM ET Brianna Johnson and Renee Moelders will speak on the following topic for this BDO Alliance webinar, Managing Your Remote Work Successfully: Our firm pivoted quickly to remote work to manage fears of contagion and comply with social distancing. This run to remote has forced us to address our attachment [...]

Jun 9 2020

Strategic Reopening Considerations Amidst COVID-19

2020-06-02T14:10:21-05:00June 9th, 2020|, , , |

Tuesday, June 9th, 10:00 AM - 11:30 AM CT As the country begins to open up after the rush to remote, many firms are asking what a return to the office might look like. Each jurisdiction has unique requirements and recommendations, so there is no perfect one-size-fits-all guidance. Amidst the uncertainty, the health and safety [...]

Jun 4 2020

Let’s Give it a Name: Grief

2020-09-03T11:07:18-05:00June 4th, 2020|COVID-19, Current Affairs, Inspired Ideas Blog|

As I began writing this blog, I was contemplating the feelings of loss, lack of control, uncertainty, fear of illness and a host of other often intense feelings we have been experiencing since this pandemic began. I appreciated a Harvard Business Review article that said what we’re experiencing is grief. It was refreshing to give [...]

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