Inspired Ideas: Recent Episodes
ConvergenceCoaching, LLC
Welcome to the ConvergenceCoaching Inspired Ideas Podcast. Join us as we explore great leadership and management ideas that apply within the accounting profession and in other aspects of life and business, too.
In the September 1, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss why having a community of peers to rely on is vital to your career and mental well-being. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!
In the August 28, 2023 HR Huddle, Tamera Loerzel and Renee Moelders discuss defining recruiting expectations to create alignment and consistency in your mission to attract and hire top talent. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the August 25, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of creating visibility within your firm and speaking up to share your views and why this matters as a young leader or a person with a different perspective. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
For additional resources related to today's conversation, check out:
- Fostering Collaboration Through Connected Leadership: A Transformational Approach
- To My 27-Year-Old Self
- The Big Dog Goes Last
In the August 14, 2023 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss our best practice suggestions for planning your firm's next team building, partner, or strategic retreat. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the August 11, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of fully investing in your growth initiatives, and giving your key leaders the non-billable time and resources needed to innovate and drive both change and growth. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the August 4, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss factors to consider during the planning stages for a successful strategic planning retreat. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the July 31, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the hot mid-year HR trends and what to consider as we plan for the 2nd half of 2023. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the July 10, 2023 HR Huddle, Tamera Loerzel and guest Carrie Steffen, President and Co-founder of The Whetstone Group, discuss why young leaders should make internal networking a priority to impact long-term career success, and how HR Professionals and firm leaders can facilitate these relationships. Join us live every Monday at 4:15pm CT/5;15pm ET to explore the latest trends in talent management and HR!
In the June 26, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss strategies for organizing and identifying clear ownership for who owns Talent Development and its various pieces. Join us live every Monday at 4;15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the May 22, 2023 HR Huddle, Renee Moelders and Samantha Mansfield discuss methods for delivering difficult or challenging feedback. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
Tamera Loerzel and Renee Moelders kicked-off ConvergenceCoaching's® Spring National Fire Some Clients Day with a live discussion of the common objections and hesitations to trimming your client base. Regular pruning is a strategic growth priority that also create capacity and provides your team breathing room and HOPE. #FireSomeClients
For additional resources, check out our Firing Clients Toolset here.
In the May 15, 2023 HR Huddle, Tamera Loerzel and Renee Moelders discuss strategies for successfuly PTO planning and responsibilities hand off in our follow up discussion on managing your time off effectively. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
For addtional resources related to today's HR Huddle, check out Renee's Inspired Ideas blog "Truly Unpluggin Is In Your Control" or Tamera and Renee's HR Huddle on closing the business entirely for holiday rest.
In the May 8, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss what it means to foster psychological safety and how your talent are negatively impacted without it. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the May 5, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the loss of a well-known accounting leader and the importance of making space for authentic, sometimes vulnerable mental health conversations. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the April 28, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the pitfalls of compensation and how firms can and should get creative to compensate their staff appropriately. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the April 24, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss our spring National Fire Some Clients Day™ and the importance of HR raising the need to right-size workloads by trimming the client base twice a year to bring the team hope and make room for growth. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the April 21, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss Amy's upcoming book launch "Disconnect to Connect" and understanding the root cause of our behaviors and beliefs and choosing our future actions anew despite our past. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the April 17, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the benefits of using AI and applications like ChatGPT, and HR considerations to mitigate potential pitfalls. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the April 10, 2023 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss making a plan for delivering feedback to your team after busy season and why prioritzing this matters! Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the April 3, 2023 HR Huddle, Renee Moelders and Samantha Mansfield discuss strategies to safeguard against burnout and show up inspired for the firm. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent managment and HR!
In the March 27, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss what HR leaders can do to support their staff during peak periods to aid in retention and reduce turnover when busy season ends. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the March 13, 2023 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss using your personality assessment results, such as Myers-Briggs®, to better understand your communication preferences and how to improve communicating with others on your team based on their preferences. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the March 6, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of elevating women into leadership and decision making positions within accounting firms in anticipation of International Women's Day. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
Check out the additional resources mentioned in this HR Huddle below:
- Tamera's blog Winning at Work Requires Winning at Home
- Jen's blog What Gender Issue?
- Jen's article How Firms Can Close the Gender Gap
In the March 3, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the implication of private equity entering the accounting profession and what that could mean for your future leaders and the future of your firm. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the February 27, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the early emergence of Gen Z talent entering the workforce and what they have in common with their Millennial counterparts, where they differ, and what YOU should expect as they change the workplace. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the February 20, 2023 HR Huddle, Tamera Loerzel and Renee Moelders discuss the opportunity to progress your 2023 HR and talent goals and invest in yourself and your team in the next 90 days with effective use of your proactive time. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the February 13, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the important tole that love and gratidue plays in our work and how we can generate more of it in our work especially during times of stress. Join us live every monday at 4;14pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the February 10, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of leading with love whenever possible with your team, coachees, and clients. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!
In the February 6, 2023 HR Huddle, Jennifer Wilson and Renee Moelders discuss the encouraging (even WOW!) findings from our 2022 Anytime, Anywhere Work™ Survey and areas to improve and expand on based on the results. Join us live every Monday at 4:15pm CT/5:15pm ET to expl;ore the latest trends in talent management and HR!
You can download a copy of the 2022 ATAWW Survey Results Summary here.
In the January 30, 2023 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss HR's role in helping their people employ busy season survival strategies, and ideas you can use to ensure a successful busy season. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the January 23, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the emerging trends they've seen so far in 2023 and why they should be on your radar to address this year. Join us live every Monday at 4:15pm CT/ 5:15pm ET to exolpre the latest trends in talent management and HR!
In the January 20, 2023 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss intention setting for yourself and your business, so you can work in alignment with your goals. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!
In the January 9, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss re-centering after the holidays by identifying your top three words and HR focal areas for the year and your short-term priorities this quarter to prepare for a successful 2023. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the December 19, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss hot talent and HR trends to adopt or continue in 2023 and outdated ideas to leave behind in 2022. Join us live every Monday at 4:15pm CT/ 5:15pm ET to explore the latest trends in talent management and HR!
In the December 12, 2022 HR Huddle, Tamera Loerzel and Neile Martin, Chief People Officer at YHB, CPAs share wisdom and lessons learned from a successful career in HR and their hopes for the future of HR. Join us live every Monday at 4:15pm CT/ 5:15pm ET to explore the latest trends in talent management and HR!
In the December 5, 2022 HR Huddle, Tamera Loerzel and Renee Moelders discuss strategies for a successful year end closure plan to ensure rest and time off for your team. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the Novemeber 21, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson take an opportunity to reflect on some of the blessings they've received from the most impactful transformations they've witnessed in the accounting and consulting community so far in 2022. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the November 14, 2022 HR Huddle, Renee Moelders and Samantha Mansfield discuss the four ways that HR professionals can use their people skills to smooth the emotional upsets associated with transition between the successor and the retiree. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the November 7, 2022 HR Huddle, Jennifer Wilson and Samantha Mansfield are joined by guest Carolyn Hall from Wiss to discuss strategies for making learning and development opportunities as integral part of your firm's talent strategy and culture and generously investing in your people. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the October 31, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of empowering your people to vote and the questions facing firm leaders about whether to take transparent positions on soical issues. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the October 24, 2022 HR Huddle, Jennifer Wilson and Renee Moelders discuss the importance of understanding tone and the impact of our words when discussing talent performance. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
Jennifer Wilson and Tamera Loerzel kicked-off ConvergenceCoaching's National Fire Some Clients Day! Jen and Tamera discussed the common questions and objections when right-sizing your client base, which you should be doing NOW, to bring hope to your troops before the spring busy season.
In the October 21, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss persevering through adversity and being #unstoppable with guest Sydney Marshburn, a disability advocate and above-the-knee amputee. Join us next week for a live discussion of all things leadership--in the profession and in our communities every Friday at 11am CT/ 12pm ET!
In the October 17, 2022 HR Huddle, Jennifer Wilson and Emily Brantz discuss important DE&I initiatives that your firm should be looking to implement in this small window of proactivity before heading into 2023. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the October 14, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss leading and supporting your team through challenging times with with perseverance, vulnerability, and grit. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the October 10, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of creating a pyschologically safe workplace for your team and its effect on talent retention. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the September 23, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of having a community network outisde of your firm and how those relationships can positively impact your personal leadership and your business. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Firday at 11am CT/12pm ET!
In the September 16, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss how to openly receive feedback as leadesr. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!
In the September 12, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss tips for getting unhooked from circumstances, emails and others' actions by identifying negative interpretations that cause our reactions. Learn ways to generate positive interpretations to give you power and new actions. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the September 9, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of taking action to solve your firm's problems, versus only complaining about them. Join us next week to discuss all things leadership-- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the August 29, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss ConvergenceCoaching's National Fire Some Clients Day on October 21st. We'll explore how trimming your client base will BENEFIT your talent long-term. Join us every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the August 29, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss ConvergenceCoaching's National Fire Some Clients Day on October 21st. We'll explore how trimming your client base will BENEFIT your talent long-term. Join us every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the August 22, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the emergence of quiet quitting, the negative impact it can have on YOUR career and what leaders should do to engage their people and address their concerns. Join us live every MOnday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the August 19, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the impact of how selfishly protecting your own interestes and not speaking up can have on your team, your firm, and you, too. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!
In the August 15, 2022 HR Huddle, Renee Moelders and Samantha Mansfield discuss methods for innovating new and impactful remote and blended learning strategies to develop your team faster. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the August 12, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the value right-sizing your client base will bring and some of the reasons firms leaders resist it. Join us next weeek for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!
In the August 8, 2022 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss the cost of talent turnover and tips for tethering your talent to your firm. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the August 5, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of creating a clear remote/flex cultural commitment statement and developing consistent guidelines for how you work in this "anywhere" work environment. Join us next week for a discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the August 1, 2022 HR Huddle, Jennifer Wilson and Renee Moeldesr discuss tips for successfully staffing your HR team and recruiting the right person to lead them. Join us live every Monday at 4:15pm CT/5:15pm ET to exoplore the latest trends in talent management and HR!
In the July 25, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of finding the right HR leader for your fimr and how to recruit the right person for the job. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the July 18, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of understanding and embracing diverse communciation preferences for successful delivery of information and adoption of chance. Join us live every Monday at 4:15pm CT/ 5:15pm ET to explore the latest trends in talent management and HR!
In the July 15, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter catch up and discuss dealing with all of the expected and unexpected moments in life and managing emotions while navigating grief and busy schedules. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!
In the June 27, 2022 HR Huddle, Tamera Loerzel and Jana Cinnamon from Abdo discuss highlights from the CPAFMA, including the importance of a "people first" mindset and providing your team with the skilss to successfully conquer remote and flect work options. Join us live every Monday at 4;15pm CT/515pm ET to explore the latest trends in talent management and HR!
In the June 20, 2022 HR Huddle, Tamera Loerzel and Renee Moelders discuss the recent release of the 2022 Anytime, Anywhere Work Survey and trends and strategies for successful remote, hybrid and asynchronous work environments, with new questions about Return to Office, home office reimbursements and more. Join us live every Monday at 4:15pm CT/ 5:15PM ET to explore the latest trends in talent management and HR!
In the June 6, 2022 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss why you should shift to a “people-first” mindset and how your firm will benefit from the change. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
Join Tamera Loerzel and Jennifer Wilson for the ConvergenceCoaching® weekly HR Huddle this Monday, May 16th, at 4:15pm CT/5:15pm ET! Explore the latest trends in talent management and HR!
In the May 2, 2022 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss being intentional about our time for development, proactive initiatives, and time off as we more into the Summer months. Join us live every Monday at 4:14pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the April 29, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss how you can be personally responsible for driving the change you want to see in your firm. Join us next week for a live discussion of all things leadership - in the profession and in our communities every Friday at 11am CT/12pm ET!
In the April 22, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss how having a caring, talent-centric culture will create a happy team and in turn create happy clients. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the April 18, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss top reasons why your talent is leaving and how you can engage and enroll them in the future of your firm. Identify the business strategy changes to implement and take action now to reduce the impact of this year's "quitting season". Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
Join Jennifer Wilson and Amy Vetter for a live discussion about leadership - in the profession, in our communities, and our lives - during this week's Leadership Lunch Chat on Friday, April 15th at 11 a.m. CT/12 p.m. ET!
In the April 11, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss importance of thoughtful onboarding and orientation in our third and final part of our Hiring series. Join us live every Monday at 4:15pm ET/5:15pm ET to explore the latest trends in talent management and HR!
In the April 4, 2022, HR Huddle, Tamera Loerzel and Jennifer Wilson discuss how to look for a cultural and behavioral fit for your business and new hire screening methods. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the April 1, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the need for more conversations around mental health and suicide prevention as well as resources for those who are struggling or know someone who may be. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the March 28, 2022 Tamera Loerzel and Jennifer Wilson discuss lessons learned from the Oscar’s Chris Rock and Will Smith situation, managing challenging workplace behaviors and began our 3 part series on recruiting practices, starting with sourcing experienced hires. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the March 21, 2022 HR Huddle, Renee Moelders and Karris Kimball from B.A Harris LLP discuss strategies for successful onboarding and talent development within smaller firms. Join us live every Monday at 4:15pm CT/ 5:15pm ET to explore the latest trends in talent management and HR!
In the March 14, 2022, Tamera Loerzel and Erin Hamann from SKDO CPA’s + Advisors, discuss methods for lifting your team, creating a sense of community and granting them agency to stake time for themselves during peak periods. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the March 11, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of managing endings with transparency and grace. Join us next week to discuss all things leadership - in the profession and in our communities every Friday at 11am CT/ 12pm ET!
In the March 7, 2022, Jennifer Wilson and Tamera Loerzel discuss tips for leading with hope and gratitude during challenging times and the positive impact it can have on your firm and within your community. Join us live every Monday at 4:15p CT/5:15pm ET to explore the latest trends in talent management and HR!
In the February 28, 2022, Jennifer Wilson and Tamera Loerzel discuss the opportunities for creative and sustainable flex time programming from unlimited paid time off, 4-day work weeks, eliminating mandatory work periods and inclusive parental leave. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the February 21, 2022 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss a handful of reasons why firms would benefit from allowing more asynchronous work into their schedules, and some tips for making the change. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the February 18, 2022, Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of at or above market compensation and why it is a necessary conversation to have with your team to help preserve your firm. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the February 14, 2022, HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of embracing, recognizing and celebrating what makes us different, and highlighting how we as leaders can better understand our teams through this practice. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the February 11, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss having difficult but necessary conversations to determine top priorities for finding a path to success in 2022 and beyond. J. oin us every Friday at 11am CT/12pm ET.
In the February 7, 2022, HR Huddle, Jennifer Wilson and Tamera Loerzel discuss the importance of mental well-being with boundary setting and its effect on the overall wellness of our team. Join us LIVE every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!
In the February 4, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the emotional challenges that arise from difficult business decisions. Join us every Friday at 11am CT/12pm ET for the Leadership Lunch Chat!
In the January 28, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss pricing and how to implement increased fees. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the January 24, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson share their three words and encourage you to identify your three words to guide you personally and professionally in 2022. The HR Huddle will be on hiatus for January 31st but be sure to join us when we return Monday, February 7th, at 4:15pm CT for the next HR Huddle.
HR and talent demands abound as we begin the new year. Rise to the challenge and identify your top HR priorities and then be unstoppable tackling them! For access to the resources mentioned in this HR Huddle email info@convergencecoaching.com. Be sure to join us next (and every!) Monday at 4:15pm CT for the HR Huddle.
In the December 20, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson reflect on 2021 trends, including building a talent first and talent forward firm, becoming a destination employer, increasing capacity, prioritizing DEI and more. The HR Huddle will be on hiatus for the remainder of 2021 and will return on January 10, 2022.
In the December 17, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss some trends of 2021 that they predict will carry over into 2022 and how to personally reset for 2022. Remember, the Leadership Lunch Chat is on hiatus until January 14th, 2022, for the next Leadership Lunch Chat at 11am CT/12pm ET! Don't miss the LAST Leadership Lunch Chat of 2021 as Jennifer Wilson and Amy Vetter will be on hiatus until we return on Friday, January 14, 2022.
In the December 13, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss Josh Bersin’s article, “From The Great Resignation To The Great Migration,” and how turnover is impacting your firm. Join us next Monday, December 20th, for the final HR Huddle of 2021 at 4:15pm CT on LinkedIn or Facebook live!
Josh Bersin’s article can be found at: https://joshbersin.com/2021/12/from-the-great-resignation-to-the-great-migration/
In the December 10, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter download on the insights from the DCPA 2021 Conference. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the December 6th, HR Huddle special guest Kimberley Davis, Director of HR at GRF CPAs & Advisors - a top 200 Firm, and Renee Moelders discuss HR priorities for 2022, including staffing, engagement and DEI. Be sure to join us next (and every!) Monday at 4:15pm CT for the HR Huddle.
In the December 3, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss barriers to change, including perfectionism and modeling the change. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the November 29, 2021 HR Huddle, Renee Moelders and Samantha Mansfield discuss strategies to help your team manage overwhelm, stress and anxiety as year-end approaches. Be sure to join us next (and every!) Monday at 4:15pm CT for the HR Huddle.
In the November 22, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson share what they are grateful for and a gratitude practice for firms, organizations and families to use. Be sure to join us next (and every!) Monday at 4:15pm CT for the HR Huddle.
In the November 15, 2021 Leadership Lunch Chat, Tamera Loerzel and Jennifer Wilson highlight the importance of creating a smooth, consistent onboarding experience throughout your firm to provide your new hires with a successful launch. For more strategies to a successful onboarding experience, read the ConvergnceCoaching Inspired Ideas blog All Aboard! 15 Principles for Getting Remote Hires up to Speed by Renee Moelders: https://convergencecoaching.com/all-aboard-15-principles-for-getting-remote-hires-up-to-speed/. Be sure to join us next (and every!) Monday at 4:15pm CT for the HR Huddle.
In the November 12, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the overabundance of communication and how to manage it by setting “rules of engagement.” Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the November 8, 2021 HR Huddle, Tamera Loerzel and Samantha Mansfield look at the capacity challenge from a different perspective by reframing your questions, identifying repeatable processes, and using phases to implement technology that will positively influence your firm and your clients. Be sure to join us next (and every!) Monday at 4:15pm CT for the HR Huddle.
In the November 5, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss letting go in November so you can be present in your personal life and make room for your next opportunity in your professional life. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the November 1, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss inflation, how it is impacting talent and your firm, and strategies to pay for it. Be sure to join us next (and every!) Monday at 4:15pm CT for the HR Huddle.
In the October 25, 2021 HR Huddle, Tamera Loerzel and Renee Moelders discuss strategies to recruit experienced hires and create capacity and hope for your team before the next busy season. Be sure to join us next (and every!) Monday at 4:15pm CT for the HR Huddle.
In the October 18, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss priorities for HR leaders to drive or focus on for the next 8-10 weeks before the next busy season, ranging from PTO, culling clients, office mandates and demonstrating gratitude. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET! Articles mentioned in this HR Huddle include: * https://www.journalofaccountancy.com/news/2021/oct/right-size-firm-client-base.html * https://www.facebook.com/holidayexercisestreak
In the October 8, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss fear, how to manage it, and how to avoid leading from a place of fear. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the October 4, 2021 HR Huddle, Tamera Loerzel and Renee Moelders discuss strategies to reenergize yourself and your team through gratitude and generosity as we enter the last quarter of 2021. For articles, tools or more ideas on gratitude and generosity, check out the Inspired Ideas blog: o https://convergencecoaching.com/velcroing-your-people-to-you/ o https://convergencecoaching.com/a-labor-of-love/ o https://convergencecoaching.com/generosity-the-root-of-great-leadership/ Be sure to join us next Monday at 4:15 pm CT for the HR Huddle with special guest Bill Pirolli, AICPA Chairman, as we discuss the profession’s talent pipeline.
In the October 1, 2021 Leadership Lunch Chat, Amy Vetter discusses how many are struggling with overwhelm and explores how to practice mindfulness every day to learn to be present, take control of uour mental health, and leave a positive impact on others. Be sure to join Amy Vetter and Jennifer Wilson next Friday at 11am CT/12pm ET for the next live discussion of all things leadership -- in the profession and in our communities.
In the September 27, 2021 HR Huddle Tamera Loerzel and Jennifer Wilson discuss how to further elevate women in our businesses and our lives to continue to close the gender gap and help solve our capacity challenge. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
In the September 24, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss building a firm that your talent want to manage and own in the future well beyond your retirement. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the September 20, 2021 HR Huddle Tamera Loerzel and Jennifer Wilson discuss who we, as leaders, are being in the face of turnover, including your exit process, communication, and positioning. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
In the September 13, 2021 HR Huddle Tamera Loerzel and Jennifer Wilson address asking for and receiving feedback. In particular, Tamera and Jen encourage leaders to ask for the feedback, thanking your team members or team for the feedback and asking additional questions in a non-defensive way so you foster innovation and creativity within your firm. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
In the September 10, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter confess their feelings of overwhelm and provide strategies for leaders to employ today and into the future, including taking responsibility, questions to ask yourself and your team, and the importance of exercise and meditation. Be sure to join us next Friday at 11am CT/12pm ET for Leadership Lunch Chat on Facebook!
In the September 3, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter talk about a variety of change initiatives including creating capacity, automation, and remote work. They encourage viewers to visualize their firm the positive outcomes change and disruption brings like automating tasks to create capacity in your firm, becoming a beacon for talent and adding more value to your clients and their business. Be sure to join us next Friday at 11am CT/12pm ET for Leadership Lunch Chat on Facebook!
People will win – and thrive – at work, when they are winning and thriving in all areas of their life. In the August 30th, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson explain ways to support your team members in different areas of their life while meeting commitments to the team and clients. We will be taking September 6th off in observance of Labor Day and back on September 13th, so join us Mondays at 4:15pm CT for the HR Huddle and Fridays at 11am CT for Leadership Lunch Chat on Facebook!
Onboarding isn’t only for your team, you also need to onboard your clients to ensure success! In the August 27, 2021 Leadership Lunch Chat, Amy Vetter takes the lead and discusses the onboarding experience to ensure your team and clients are successful and understand the values of your organization with a clear plan and goals! Be sure to join us next Friday at 11am CT/12pm ET for Leadership Lunch Chat on Facebook!
With the focus on recruitment, talent development, and team work, consider using personality assessments to support your efforts. Tamera Loerzel and Samantha Mansfield explore the virtues and pitfalls that can come from using these assessments. Personality assessments can help firm leaders and team members gain a better understanding of themselves and each other, increasing comradery, collaboration and overall success. Introvert, feelers, perceivers - all have a place in accounting and consulting. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
The accounting profession is in the midst of busy season. It is crucial for HR professionals and talent leaders to remind their top talent to leverage and delegate their teams throughout this time to avoid burnout. In the August 16, 2021 HR Huddle, Jennifer Wilson and Samantha Mansfield address the necessity of managing capacity within your firm and with your clients in order to minimize feeling overwhelmed. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
To receive the resources mentioned in today's HR Huddle, please email: info@convergencecoaching.com.
While attending a post-pandemic in-person gathering may appear straightforward, you may encounter some lessons to be learned and a few surprises. In the August 13, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter share their experience and key takeaways from their time in-person at AICPA ENGAGE. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
With today’s fast rate of change, planning your communication is a key component in getting the right message out to your team and clients, at the right time. Effective communication, regardless of the size of your firm, promotes transparency, retains top talent, and builds credibility and trust.
"If you don't manage the message, the message will manage you," stated Tamera Loerzel.
So, how are you preparing your communications?
In the August 9, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of strategic communication, who should own it, why it matters, and the impact it has on managing change by providing clarity and consistent messages at the right time. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
To receive the resources mentioned in today's HR Huddle, please email: info@convergencecoaching.com.
As we continue to live in a post-pandemic era, many of us have endured a variety of stresses and losses. You may be feeling overwhelmed, burned out or simply unsure of the future. In the August 6, 2021 Leadership Lunch Chat, Jennifer Wilson shares her story and offers ways to help you shift your mindset from anxious to becoming unstoppable in your personal and professional life. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
A firm’s culture is important to your success, and often firm leaders wonder how to maintain their culture in our new remote and blended environment. In the August 2, 2021 HR Huddle, Tamera Loerzel, Jennifer Wilson and Roz Allyson, Managing Partner of Mahoney CPAs and Advisors, identify relationships, listening, and being willing to try new things as essential to further cementing your firm culture. They also discuss best practices to build and sustain your firm’s culture when your team is working and serving clients in a remote or blended environment. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
With technology advancements, generous and unique benefit packages, and remote work options, campus recruiting is evolving and continues to be incredibly competitive. In the July 26, 2021 HR Huddle, Tamera Loerzel and Renee Moelders discuss innovative strategies to step up your campus recruiting and attract top college graduates. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
In the July 23, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss why leaders should exemplify a culture of generosity and the importance it brings to a firm’s success. We're on hiatus next week, so be sure to join us on August 6th for a live discussion of all things leadership -- in the profession and in our communities at 11am CT/12pm ET!
To attract and retain top talent, it's important for firms to provide fair compensation. In the July 19, 2021 HR Huddle, Jennifer Wilson and Renee Moelders discuss the importance of compensating your staff and the benefits it will have at your firm long term. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook! To receive the resources mentioned in today's HR Huddle, please email: info@convergencecoaching.com.
Capacity planning, at times, may be challenging for firms of any size. In the July 16, 2021 Leadership Lunch Chat, Amy Vetter offers effective strategies and resources for overcoming these obstacles and avoiding staff burnout. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
There is still a stigma with discussing mental health in many firms, yet it's something we all possess - We all have our ups and downs. In the July 12, 2021 HR Huddle, Jana Cinnamon, COO from Abdo, Eick & Meyers, Tamera Loerzel and Jennifer Wilson emphasize the importance of discussing mental health in the workplace and how it has a significant impact on job performance and your firm's success. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook! To receive the resources mentioned in today's HR Huddle, please email: info@convergencecoaching.com.
While it may be tempting to try and please everyone by saying ‘yes’ to everything, reality kicks in and dictates it as a futile endeavor. In the June 28, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss strategies for effectively saying ‘no’ as well as the importance of seeking assistance and hiring dedicated resources during peak season. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
To receive the resources mentioned in today's HR Huddle, please email: info@convergencecoaching.com.
Generosity, especially when expressed through giving, is contagious. In the June 25, 2021 Leadership Lunch Chat, Tifphani White-King, CPA, Jennifer Wilson and Amy Vetter discuss the importance of leading with generosity and how it empowers others to reciprocate the gesture, building trust throughout the firm. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
You have probably heard the phrase “the great resignation is coming.” In the June 21, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss effective engagement strategies to increase employee satisfaction and decrease the likelihood of high-performing team members resigning. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
In the June 18, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the value of generosity in leadership and how it helps your firm retain staff and prevent attrition. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
With the advancement of new technologies, an increasing number of firms have begun offering client accounting services (CAS) to their clients. In the June 14, 2021 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss effective talent management strategies and the benefits of client account services for your firm. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
In the June 11, 2021 Leadership Lunch Chat, Randy Nail, Tamera Loerzel and Amy Vetter discuss the significance of leading with generosity and how it drives others and your firm growth. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the June 7, 2021 HR Huddle,Tamera Loerzel and Renee Moelders discuss effective strategies for prioritizing and delivering valuable and constructive feedback to your team members and leadership team instead of avoiding it, which can cause unexpected surprise parties. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook! To receive the resources mentioned in today's HR Huddle, please email: info@convergencecoaching.com.
In the June 4, 2021 Leadership Lunch Chat, Jennifer Wilson, Amy Vetter and Joey Havens discuss the importance of leading with generosity and gratitude and why it influences the behaviors and actions of others. Join us next week for a live discussion of all things leadership – in the profession and in our communities every Friday at 11am CT/12pm ET!
In the May 24, 2021 HR Huddle, Tamera Loerzel and Emily Brantz outline tactics to elevate your administrative team through inclusion, identifying opportunities and offering support. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
In the May 21, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss techniques to foster a positive work environment and encourage employee development. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the May 17, 2021 HR Huddle, Tamera Loerzel and Renee Moelders discuss engaging approaches to reenergize and motivate team members with a one-size-fits-one approach to what’s next and individual KPIs. Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook! To receive the tools mentioned in today's HR Huddle, please email: info@convergencecoaching.com.
In the May 14, 2021, Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss methods for cultivating a healthy company culture to avoid toxicity in the workplace. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In the May 10, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of regrouping and refocusing on your firm, department and individual top 3-5 priorities for 2021.
Be sure to join us next (and every!) Monday at 4:15 pm CT for the HR Huddle and every Friday at 11am CT for Leadership Lunch Chat on Facebook!
In the May 7, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss setting internal and external expectations to take a break from work so you unplug and reset your mindset for yourself and your team!
Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
In this episode, Renee Moelders sits down with Amanda Figarola and Keri Giacomelli of WilkinGuttenplan, a New Jersey-based mid-sized firm, to discuss their award-winning internship program (#1 in accounting and #2 for ALL INTERNSHIPS OVERALL!), as recognized by Vault.com. Amanda and Keri openly share what makes their program special and unique, including a firmwide and top-down commitment to the program, a focus on providing interns meaningful client work, one-size-fits-one management of interns, and a carefully engineered schedule of personal touches (with even more happening during the pandemic). This firm really loves their interns! As a bonus, learn how Keri and Amanda shifted to remote internships in the summer of 2020 and are continuing that approach for the Winter 2021 program, too.
In the May 3, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson reflect on day one of the 2021 BDO Alliance Conference, networking in a remote, in-person or hybrid environment, and being open to try new experiences.
Be sure to join in the conversation every Monday at 4:15 pm CT for HR Huddle and every Friday at 11 am CT for Leadership Lunch Chat on Facebook!
In the April 30, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the challenges and approaches for providing feedback, including upward feedback. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!
Annual performance reviews MUST look different this year. We cannot approach them as “business as usual.” Explore what to avoid and suggestions to change in your 2021 performance review strategy with Tamera and Jen in the April 26th HR Huddle. Then, be sure to join in the conversation every Monday at 4:15 pm CT for HR Huddle and every Friday at 11 am CT for Leadership Lunch Chat on Facebook!
In the April 19th HR Huddle, Tamera Loerzel and Jennifer Wilson encourage firm leaders to look forward instead of back as firms look to “reopen” and offer “MORE work options” to their team. More than half of team members in various surveys say they want to remain working remote at least part time, even after the pandemic. Be sure to join in the conversation every Monday at 4:15 pm CT for HR Huddle and every Friday at 11 am CT for Leadership Lunch Chat on Facebook
In the April 12, 2021 HR Huddle with Tamera Loerzel and Jennifer Wilson, Jen and Tamera discuss the impending re-opening of offices and discussing “why” it’s important to be in the office more while balancing the real desire of team members to maintain flexibility to work from home.
Be sure to join in the conversation every Monday at 4:15 pm CT for HR Huddle and every Friday at 11 am CT for Leadership Lunch Chat on Facebook!
In the April 5, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson discussed the importance a sustainable firm, including encouraging your weary team to take dedicated time off.
Be sure to join in the conversation every Monday at 4:15 pm CT for HR Huddle and every Friday at 11 am CT for Leadership Lunch Chat.
In the March 29, 2021 HR Huddle with Tamera Loerzel and Jennifer Wilson they explore how to manage when a team member announces the ultimate career move and says goodbye. Join Tamera and Jen as they reflect on how long-time ConvergenceCoaching Consultant, Brianna Johnson, ended her career at ConvergenceCoaching with grace and an #unstoppable attitude.
Be sure to join in the conversation every Monday at 4:15 pm CT for HR Huddle and every Friday at 11 am CT for Leadership Lunch Chat
In the March 22, 2021 HR Huddle, Tamera Loerzel and Jennifer Wilson continue discussing the importance of clarifying your careers paths, including the path to partner. For access to the competency tools discussed in this HR Huddle, please email info@convergencecoaching.com. To access the article, What's Your Firm's Path to Partner, visit: https:/www.aicpastore.com/Content/media/PRODUCER_CONTENT/Newsletters/Articles_2012/CPA/Nov/PathPartner.jsp
In the March 15, 2021 HR Huddle, Tamera Loerzel and Renee Moelders explore strategies and ideas for experienced hire recruiting to fill your capacity needs! Resources discussed in the 3/15/21 HR Huddle include:
- https://convergencecoaching.com/finding-success-in-recruiting-requires-a-change-in-philosophy/
- https://convergencecoaching.com/six-ideas-for-building-a-recruiting-community/
- https://convergencecoaching.com/relentless-recruiting/
- https://convergencecoaching.com/three-steps-to-move-your-experienced-hiring-efforts-from-hopeless-to-hopeful/
In honor of International Women’s Day 2021 (March 8th) and Women's History Month (month of March), explore elevating women leaders with Tamera Loerzel and Jennifer Wilson in the weekly ConvergenceCoaching HR Huddle.
In this Inspired Ideas episode, Tamera Loerzel sits down with Tracy White, Chief Human Resources Officer at Clark Nuber, a regular local and national “Best Places to Work.” Tracy shares her vision and practical strategies for evolving her firm’s talent management, recruitment and retention programs during this year of uncertainty. Join Tamera and Tracy as they discuss the various shifts Clark Nuber has made during the pandemic related to re-opening, technology, onboarding, learning and development and adjusting to the current flex/blended environment, too.
In this episode, Jennifer Wilson and Renee Moelders sit down for the first time to discuss the findings of our 2020 Anytime, Anywhere Work™ (ATAWW) Survey, where we studied the remote and flexible work practices of accounting firms in the profession today. Join us to explore major findings on firm perspectives related to office space, remote service delivery, technology enablers, internships and more.
In this episode, Jennifer Wilson sits down with long-time friend and fellow leader, Jim Blake. Jim is the Chief Operating Officer of Mazars and has been a member of the firm’s Executive Board for 12 years. He has over 30 years of experience providing attest, tax and advisory services primarily to privately-owned businesses and private equity firms in the manufacturing and distribution sector. In his role as COO, Jim has works hard to practice vulnerability and transparency as a leader, sharing his goals, passions and struggles with others, so that they will share theirs with him.
Listen in to learn how Jim began his vulnerability journey, why he feels this quality is important for leaders to possess, how this quality prepared and supported him as a leader during the pandemic, and his advice on how to encourage vulnerability in senior leaders. Hear his views on the importance of structure when integrating transparency into your role as a leader.
Episode 9 of our Inspired Ideas Podcast series features a discussion between Jennifer Wilson, ConvergenceCoaching Partner and Co-Founder, and Amy Vetter. Amy is a CPA, Yogi, Technologist, Keynote Speaker and CEO of The B3 Method® Institute.
In this episode, Jen and Amy explore the theme of generosity in leadership. Together they explore why generosity matters in leadership and what generous attributes look like in practice. They talk about what it means to be selfless and the importance of ditching a one-size-fits-all approach with your people; each of whom bring unique strengths, talents and challenges to the table. Jen and Amy talk about the unfortunate examples of selfish leadership, too. Listen in to join their chat about how transparency, vulnerability, gratitude, rapport-building, providing feedback, empowering your people and other key ideas lead to a culture of generosity.
Episode 8 of our Inspired Ideas Podcast series features a discussion between Brianna Johnson, ConvergenceCoaching consultant, and Aaron Ackerman, Partner at HoganTaylor, and a graduate of our Transformational Leadership Program™ (TLP).
In this episode, Brianna and Aaron explore the original goals and progression of what started as Aaron’s TLP project - weaving business development into his firm’s cultural fabric and helping all employees learn how they can play a part. They also discuss HoganTaylor’s consulting practice and how the firm is creating growth by providing value-added services for clients. Listen in for ideas about making the shift toward more advisory services and getting your people involved in the rainmaking game.
In this episode, Brianna interviews Alisha Jernack, Senior Manager at Mazars USA LLP and graduate of our Transformational Leadership Program™ (TLP)about her personal business development strategy.
After TLP, Alisha completed our Rainmaker Development Program® (RDP) and has made business development a regular part of her daily work and professional goals. In this episode, she shares how her rainmaking efforts began and provides ideas for others hoping to get more involved in developing business for their firms. She also speaks to the importance of choosing strategic activities that align with your service line or industry focus. Tune into this discussion to discover how you can create your own personal marketing and business development strategy that leads to more revenue generation for your practice and firm. And, be sure to read the show notes for this one, where Alisha shares how she’s been developing her brand and increasing her visibility during the COVID-19 crisis.
In this episode, Renee interviews Justin Hayes, Director at KSM, about his firm’s remote audit approach. This session is a don’t-miss as your firm approaches your audits remotely during this crisis and after the crisis passes, too.
KSM had been using remote audits primarily with out-of-town audit engagements at the time we talked and then COVID-19 happened. KSM’s experience with remote auditing made for a quick pivot to completely remote auditing during this crisis. Listen to some of Justin’s critical tips and tricks for running a successful remote audit, hear how his firm creates buy-in with their clients and how Justin has developed buy-in for remote service delivery from fellow audit leaders. After this crisis, there may be a strong pull to go back to the “old normal” in firms – but instead, we can continue to continue to conduct a higher percentage of each audit remotely.
In this special ConvergenceCoaching 20th Anniversary episode of our Inspired Ideas podcast, partner Tamera Loerzel sits down with co-founders Jennifer Wilson and Jim Metzler to discuss the origin of ConvergenceCoaching, LLC and tell some formation stories. Join us to learn more about what inspired the founders to set out on this journey, fun memories along the way, and how they handled their separation so they maintained a healthy relationship throughout each stage together.
James C. Metzler CPA, CGMA is the founder of Metzler Advisory Group LLC, a consulting firm that serves the CPA profession. Previously, he was Vice President/Small Firm Interests for the AICPA and a member of its senior management team. After co-founding ConvergenceCoaching, LLC, Jim joined the AICPA in 2003. Jim also spent 32 years with Gaines Metzler Kriner and Company CPAs in Buffalo, NY.
Jennifer Wilson is a co-founder and partner of ConvergenceCoaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams through coaching, practice consulting, strategic planning and learning and development. Jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and their businesses.
In this Inspired Ideas episode, Tamera Loerzel and Renee Moelders deepen their conversation from the Flex and Remote Work episode and explore flexing further with remote work. Renee and Tamera dive deeper into the details of how to make virtual programs work in your firm and how doing so can make us better managers and collaborators – with our team and our clients. Flex is critical for resolving capacity and recruiting challenges. When we can make remote work part of our culture, we can remove geographic barriers and work across offices and with people wherever they live. This evolution creates endless possibilities in recruiting, retention and capacity.
Join us to learn more about how remote work can create increased sustainability for your organization.
During our first Inspired Ideas podcast, Jennifer Wilson and Tamera Loerzel discussed The Change Imperative. One of the client and talent-driven changes is the move to Anytime, Anywhere Work™ (ATAWW).
In our fourth survey of the ATAWW work practices of nearly 200 accounting and consulting firms, 99% say that they have Anywhere work and 96% say they have Anytime work. However, when we delve deeper, we find opportunities where you could flex further in alternative time programs and expand remote and virtual place programs, too, making them more widely known and available to all team members.
This podcast will provide new insights and actions to ensure flex is consistent and supported by leaders for all employees across the firm. And, for those of you that may just be exploring the idea of flex, you’ll leave with ideas and changes to explore this coming year.
The capacity challenge has been going on since the dawn of time in public accounting, but certainly more-so in the last couple of years. Firms feel understaffed during the high-volume periods. People feel flattened out upon finishing busy seasons, including partners.
We feel firms need to stop talking about the capacity problem and start solving the capacity problem.
If you enjoyed this episode, check out the video, show notes and more at https://convergencecoaching.com/ep2
The amount of change in our profession can be overwhelming at times but it definitely is the word of the hour. Everything feels like it's changing, and every one of us needs to change in a lot of different ways.
Thus, we've named this first episode, The Change Imperative. Why is so much change happening? What's causing it? What are the areas of change we should be focused on?
If you enjoyed this episode, check out the video, show notes, and more at https://convergencecoaching.com/ep1/ and follow at https://twitter.com/ConvergenceSays