Blog Posts by Michelle Baca

Leadership Spotlight: Tamera Loerzel, Partner, ConvergenceCoaching, LLC

For more than fifteen years, ConvergenceCoaching, LLC partner Tamera Loerzel has been guiding and supporting leaders in the accounting profession, helping them achieve success. Before ConvergenceCoaching, Tamera managed the BDO USA Minneapolis consulting group and directed the national sales and marketing efforts of the BDO package solutions group. As a result of working so closely […]
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Are You Really Impressing Anyone?

You have a wealth of knowledge, experience, and insight. If you share these things in a positive manner, your clients will be more loyal, prospective clients will be more likely to do business with you, and your colleagues and co-workers will respect you and enjoy working with and learning from you. But, if you share […]
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Convergence Spotlight: Brianna Marth, Consultant, ConvergenceCoaching, LLC

ConvergenceCoaching, LLC Consultant Brianna Marth has been serving a vital role on our team since January 2013, managing and coordinating the details of our sales and marketing projects, teaching web seminars and delivering coaching to clients. Prior to joining ConvergenceCoaching, LLC, Brianna was the marketing ambassador for a mixed-use retail and urban living development. Brianna […]
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Leadership Spotlight: Marc Rosenberg, CPA, Consultant, The Rosenberg Associates

We are very excited to feature our friend and colleague, Marc Rosenberg in this month’s Leadership Spotlight. Marc is a nationally known consultant, author and speaker on CPA firm management, strategy and partner issues. President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of an insights-packed, authoritative annual survey of mid-sized […]
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Leadership Spotlight: Jennifer Soltis, Partner at Montgomery Coscia Greilich LLP

Jennifer Soltis is a Partner at Montgomery Coscia Greilich LLP (MCG), a Top 100 accounting firm nationally and the 6th largest accounting firm and the largest locally owned accounting firm in the Dallas/Fort Worth area. Jennifer’s primary disciplines include financial statement attestation and employee benefit plan audits. With her specialized focus in the investment company […]
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Leadership Spotlight: Allan Koltin, CPA, CEO, Koltin Consulting Group

Our good friend Allan Koltin is CEO of Koltin Consulting Group, Inc., a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions. For fifteen consecutive years, Allan has been named by Accounting Today as one of the […]
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Leadership Spotlight: Pete Miller, CPA, CFE, Shareholder, Clark Nuber

May 2015 will mark Pete Miller’s fifteen year anniversary with Clark Nuber, a 2014 Inside Public Accounting Top 200 Firm located in Bellevue, WA. Pete manages a number of audit engagements in various industries from manufacturing to technology and construction. His specialties include employee benefit plan audits, internal control audits and fraud investigation and prevention […]
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Convergence Spotlight: Renee Moelders, Consultant, ConvergenceCoaching, LLC

Please help us welcome the newest member of our team, Renee Moelders! As you may know, every six weeks we feature profession leaders in our Leadership Blog Spotlight. This personal-story series gave us the idea that it might be nice to give our readers an opportunity to know each ConvergenceCoaching, LLC team member and their […]
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Leadership Spotlight: Sarah Johnson Dobek, Founder and President at Inovautus Consulting

We have had the privilege of working with Sarah Johnson Dobek in a variety of capacities, but mostly through our membership with the Association for Accounting Marketing and The CPA Consultants’ Alliance where she serves on the board as the chair of the Marketing Committee. Sarah helps public accounting firms to grow – faster and […]
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Leadership Spotlight: Julie Miller, Business Writing That Counts

We met Julie Miller, founder and president of Business Writing That Counts! at a Washington Society of CPAs Women’s Conference. We were so impressed with her message that we invited her to participate in our Leadership Spotlight series. Julie is a business writing expert, author, speaker, and trainer. She helps her clients achieve their personal […]
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Leadership Spotlight: Brian Austin, Director, Accountant and Industry Relations, Avalara

Brian Austin joined Avalara as Director of Accountant and Industry Relations in 2011. In his role, Brian works with accountants in public practice and industry, and with industry organizations like the AICPA and state CPA societies to evangelize the role of technology in solving clients’ sales tax issues. Prior to joining Avalara, Brian was Director […]
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Leadership Spotlight: Keith Barfield, Founding Member, Barfield, Murphy, Shank & Smith, LLC

Keith Barfield is a Partner and founding member of Barfield, Murphy, Shank & Smith, LLC. He is a sparkly-eyed, always-smiling, motorcycle-riding practice developer and we truly appreciate his positive approach to leadership. Keith’s innovative firm, which features a brightly-colored zebra as its mascot, is the second largest locally owned accounting firm in Birmingham, Alabama, specializing […]
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Leadership Spotlight: Kathy Kelly, Executive Director, Fort Worth Chapter TSCPA

Kathy Kelly is a powerhouse! As the Executive Director of The Fort Worth Chapter, Texas Society of Certified Public Accountants, Kathy and her team serve approximately 2,600 members. Kathy has served the TSCPA for more than sixteen years and handles marketing and sales communications, volunteer leadership, human resources and financial management, and association management. Kathy […]
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Leadership Spotlight: Dustin Hostetler, Principal, Flowtivity, LLC

Dustin Hostetler is the founder of Flowtivity, LLC and the practice leader and lead consultant for Lean4CPAs by Flowtivity. Flowtivity revolutionizes process improvement initiatives within public accounting and other professional service organizations. As a Lean Six Sigma Master Black Belt with extensive experience working inside a large regional CPA firm, Dustin has taken proven Lean […]
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Leadership Spotlight: Linda Graham, PHR, Human Resources Director

Linda Graham has been with Anderson ZurMuehlen, a Montana firm with offices in Billings, Bozeman, Butte, Great Falls, Helena and Missoula for 33 years. As the firm expanded, so did Linda’s responsibilities! When the firm surpassed 100 employees across 5 office locations, she was appointed to the role of HR Director. Linda describes herself as […]
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Leadership Spotlight: Janine Zirrith, AAAPM, Firm Administrator

As Firm Administrator of Wilkin & Guttenplan, P.C., Janine manages the day-to-day operations of the firm. In doing so, Janine is committed to maintaining the firm’s culture and supporting team members at all levels. Janine’s duties are varied, including implementing the decisions made by the firm’s management, coordinating the responsibilities and activities of the accounting […]
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Leadership Spotlight: Raleigh Cutrer, CPA/PFS/ABV

Raleigh is a long-time friend and client of ConvergenceCoaching and he loves his work! He says “I get to help businesses and individuals solve tax, business and sometimes family problems. I enjoy working with family businesses and professionals who desire to have a CPA that thinks like a businessman.” As a shareholder at Matthews, Cutrer […]
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Leadership Spotlight: Katie Sterling, Principal, Wertz & Company LLP

Katie has impressed us as a bright, high-energy YOUNG leader contributing to her firm at a level well beyond her years. She has worked in public accounting since 2007 and her experience includes working with closely held businesses and their owners, as well as working with start-up companies to solve business issues, simplify processes and […]
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Leadership Spotlight: Diane Medley, Managing Partner, Mountjoy Chilton Medley LLP

Diane Medley is Managing Partner of Mountjoy Chilton Medley LLP, listed by Accounting Today as the 82nd-largest accounting firm in the United States. MCM is the only Kentucky-based firm ever to crack the Top 100 Firms list and Diane is the only female Managing Partner on the Top 100 list, too. “It’s not just growth […]
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Leadership Spotlight: Randy Nail, CPA, CEO HoganTaylor

Randy Nail is CEO at HoganTaylor, which was recognized as a Top 200 Firm by Inside Public Accounting. The firm has climbed steadily each year toward their goal of becoming a Top 100 firm. When Randy became CEO, HoganTaylor was shifting from the traditional partner model to a more corporate structure. Randy believes the new […]
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