Blog Posts by 2

“Fall” Into Wellness

It’s hard to believe we’re already half way through the month of September. Hopefully, you have had a successful and productive eight and a half months so far and are gearing up for a strong finish in the remainder of the year. Many of you are working through your second busiest time of year with […]
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Convergence Spotlight: Aimee Allen

Meet Aimee Allen, our Sales and Marketing Coordinator at ConvergenceCoaching, and wrangler of the many responsibilities that fall within those areas. Among those responsibilities, Aimee champions our email and newsletter communications, directs our social media presence and coordinates our sales meetings and related activities. Prior to joining ConvergenceCoaching, Aimee spent over seven years as a […]
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Leadership Spotlight: Cynthia Hudson, Member, Barfield, Murphy, Shank & Smith

We have enjoyed getting to know Cynthia Hudson, Member at Barfield, Murphy, Shank & Smith, over the course of  her participation in our 2-year leadership development program. With over 20 years of experience in the profession, Cynthia’s primary focus is providing tax compliance, tax planning and IRS resolution to businesses, individuals and non-profit organizations. Cynthia […]
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One Simple Trait to Better Relate to Your Team

Think back to someone in your life who was a great leader and manager. What qualities made them a great leader? Why did you relate to them? We are lucky to work with a number of great leaders in the partners and managing partners of our client firms and also with emerging leaders through programs […]
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Leadership Spotlight: Janice Maiman, CAE, SVP at the AICPA

Janice Maiman is the Senior Vice President of Communications, Media, News and Professional Pathways at the AICPA. Janice has always impressed us with her tireless pursuit of excellence and her ability to get the best performance from others.  In her role at the Institute, Janice directs brand management, media relations, creative services, AICPA.org and CGMA.org, […]
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The Power of Relationships

One week from tomorrow I will make one of the biggest commitments of my life – I’m getting married! My fiancé Tyler and I got engaged in June 2015 and it’s hard to believe the time since has flown so fast. Months of planning our big day will soon come to fruition as we say our […]
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Leadership Spotlight: Ed Guttenplan, Managing Shareholder, Wilkin & Guttenplan P.C.

Ed Guttenplan is the managing shareholder and co-founder of Wilkin & Guttenplan P.C., a New Jersey-based firm with over 80 employees. Founded in 1983, the firm focuses in various niche areas and is continually honored as a best place to work – including being honored as a Best Places to Work for Millennials. Part of […]
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Millennial Strategies For Taking Career Ownership

My ConvergenceCoaching team members and I have had a great three days attending the BDO Alliance conference in Las Vegas, exploring the theme of innovation and how it applies in all areas of practice management. During the conference, Jennifer Wilson and I taught a super interactive session on bridging generational complaints and ways to collaborate […]
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Leadership Spotlight: Colleen Murray, Director of Operations, Perkins & Co

Colleen Murray is the fiery, forward-thinking Director of Operations at Perkins & Co, based in Portland, OR. She oversees and sets strategy for the Human Resources Department and is responsible for all aspects of firm operations including cross-departmental projects, administration, implementation of strategic initiatives, and participating as a member of the senior leadership team. Perkins […]
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Stop Being a “Problem Pointer-Outer”!

One thing that seriously undermines employee and team morale is negativity. One negative comment can frustrate team members and slow productivity. A negative leader or manager can cause subordinates to reconsider their choice for work. When we fall into the trap of pointing out problems without solutions – or complaining – we can easily earn […]
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Leadership Spotlight: Jim Metzler, CPA CGMA, Owner, Metzler Advisory Group LLC

There is a special place in the hearts of the ConvergenceCoaching team for Jim Metzler, owner and founder of Metzler Advisory Group LLC. Jim and Jennifer Wilson co-founded ConvergenceCoaching, LLC 16 years ago next month, and he has been a wonderful friend and supporter ever since. Before founding Metzler Advisory Group, Jim most recently served […]
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Convergence Spotlight: Hannah Hancock, ConvergenceCoaching, LLC

Hannah Hancock is the newest addition to the ConvergenceCoaching team and is responsible for coordinating our sales and marketing functions and is focused on driving growth. She is passionate about identifying innovative ways to leverage social media in corporate communications and marketing, a result of which is evident by our new Instagram profile. Prior to […]
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What Grade Would Your Clients Earn?

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is […]
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Community Awareness: Beneficial Both Personally and Professionally

This past November, my fiancé and I attended a graduation and awards dinner honoring the Bellevue Chamber of Commerce Leadership Bellevue Class of 2015. I was part of that class and one of thirteen who received a plaque and certificate of completion for the ten monthly meetings. I had an idea of what to expect […]
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Transition is All Around Us

Here in Nebraska, it’s easy to see the signs of summer transitioning into fall. It’s a wonderful time of year filled with many sunny crisp days and red, orange and yellow foliage. This time of year signals the transition toward the holidays and the time to usher in a new year is right around the […]
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Helpful Resources For This Fall Busy Season

As you push toward the first deadline of your fall busy season, we wanted to share some helpful blog posts that can aid you in maintaining a positive outlook, dealing with communication issues you may be encountering, help you manage your packed schedule and wellness ideas. While you may feel “too busy” to read these […]
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Half Full? My Cup Runneth Over!

Think of somebody you know who is always “so busy!” that they often seem to be spinning their wheels, lost in a state of less-than-efficient overwhelm. Or on the other hand, maybe that person is actually producing great results while being so busy, but is starting work earlier and leaving later than everyone else in […]
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Four Activities To Boost Your Personal Brand

Your personal brand is your “professional reputation.” It’s affected by the way that you present yourself – your skills, knowledge and technical expertise – and how others (colleagues, clients, prospects and even personal connections) perceive you in return. We recently held a web seminar on the topic of “Personal Marketing Strategies for Summer” where we […]
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Fellow Millennials: They Call Us Entitled, But Our Future IS In Our Hands

In my last post, I shared strategies for developing a culture that embraces and encourages upward feedback. Among the many benefits feedback provides, one is the insight that firm leaders gain about the hopes and dreams of their up-and-coming leaders. In that post, I encouraged people managers to regularly check in and ask questions of […]
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Convergence Spotlight: Michelle Baca, Consultant, ConvergenceCoaching, LLC

As you may know, Michelle Baca typically hosts our Leadership Spotlight blog series as well as our brand new Convergence Spotlight series, asking other professionals or our own team members to share their perspectives on leadership so you can get to know them better. For this next post in the Convergence Spotlight series, we’re turning […]
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