Blog Posts by 3

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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How to Better Elicit Upward Feedback

Many benefits arise from embracing a people-centric culture. People that feel like their employer cares about their well-being and their thoughts and ideas about the firm, too, are typically more engaged and motivated in their daily work. Part of this people-centric culture includes a commitment to ongoing learning and development. Stretching that commitment across every […]
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Put Me In, Coach! Grooming Your Future Leaders For The Major League

Happy March! The “new” year is moving quickly and spring brings a lot of great things: relief from an unusually bitter and prolonged winter, the home stretch of another busy season for our CPA firm clients and friends, the start of our traditional ConvergenceCoaching busy season, a renewed sense of urgency to achieve that beach-ready […]
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Last Night’s Game: Tackling Succession Head-on

If you didn’t watch last night’s College Football Playoff National Championship game, you’re probably not aware of the Ohio State Buckeyes and the unique story of their quarterback, Cardale Jones. Jones started the season as a third-string player, only to find himself as the starting quarterback at the national championship game, up against the Oregon […]
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What Is Your Reality?

I was struck by an October article published in the New York Times entitled, “What if Age Is Nothing but a Mind-Set?”, highlighting some of the research conducted by well-known psychologist and Harvard professor, Ellen Langer. My mother (a long-time advocate of promoting mindfulness in your daily life) had sent it to me because its […]
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“Fall” Into Wellness

It’s hard to believe we’re already in the month of September. Hopefully, you have had a successful and productive 8 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 the approaching September and October […]
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What Does Employee Wellness Really Mean?

Increasingly, firms are focusing on “wellness” programs and their value in maintaining employee health and happiness. “Wellness” and other buzz phrases like “work-life balance” were once considered a low priority on the strategic totem pole. But today, these ideas are now commanding more attention as firms strive to enhance employee well-being and retention. In this […]
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I Believe That We Will Win – Setting and Achieving Goals Like Team USA

If you’ve been following the 2014 FIFA World Cup, you’re already aware of the rollercoaster of surprises, victories and early exits that have speckled the games so far. Neither England nor the reigning champion of the 2010 games, Spain, made it to the semi-finals – a surprise for soccer fans around the world. However, the […]
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Wrangling the Social Media Monster

Social media is a constantly-evolving marketing medium that keeps us on our toes. We have to monitor our platforms regularly and ensure we’re aware of who is interacting with our posts and who is posting great content that we should share with our followers. We have to stay on top of trends that emerge within […]
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Capture Your Meetings with Recaps

Imagine this scenario. You hold a meeting to plan the next 3 months of an important project. You hash out some great discussion, make decisions on important factors and divvy up tasks and responsibilities to various people on the team. One week later, your team is scrambling to meet a particular deadline for the project […]
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Beating the Sunday Blues

Remember when you were a child and Sunday nights were so difficult because they meant you were returning to school the following day? Your two glorious days of being able do as you please, to stay up later at night and sleep in longer in the mornings, were over and you were forced to face […]
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Adapting When the Unthinkable Happens

There are events in our lives that may take us by surprise and cause a lot of stress and possibly grief at times. Events like losing a job, being in a car accident, or acquiring an illness or debilitating injury, can stop you in your tracks and force you to change your immediate plans to […]
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Some Say Luck, We Say Preparation

This Saturday, I will graduate from the University of Nebraska at Omaha with a Bachelors of Business Administration degree in Innovation and Entrepreneurial Management with a specialty in Marketing. The course of my college career has taken many unexpected, but wonderful turns and as I look back upon the journey, a quote from Roman philosopher, […]
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