Inspired Ideas Blog

Three Keys To A Safe And Inclusive Environment

I’m confronted by the major news story centered around a senior leader who engaged in unacceptable behaviors across two decades. It’s resulted in a cascade of additional victims sharing their own experiences with the same type of bad behavior – some directly related to the organization in question and others related to their own experiences […]
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CPA Firm Practice Economics – 5 Key Levers

CPA firms are simple and complex at the same time. Simple because they consist primarily of people – the clients and the professionals. Granted, firms also require workspace and technology to operate, grow and succeed, but people are the primary value drivers. CPA firms are also complex for the same reason they are simple:  because […]
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Three Keys to Being Your True Self

I have recently moved from student to teacher in the culmination of years of dreaming and hard work.  In my first-ever semester as an adjunct professor for my alma mater, Franklin Pierce University, I have managed some nerves while balancing a lot of excitement. I have envisioned how each week will play out, how the […]
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Four Steps to Faster People Development

“Leadership, like swimming, cannot be learned by reading about it.” — Henry Mintzberg With the Baby Boomers (born 1946 to 1964) retiring at a clip of 10,000 per day, the skills transfer necessary to get the next generation ready to take over the reins is monumental. Most leaders have a limited amount of time available […]
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Stop Telling Us To Put Our Phones Away!

I once went an entire week without my cell phone. I was one hour into a 9-hour drive to the mountains with my family when I realized I had left my phone at home. My mom so graciously offered to turn our car around so that I could retrieve it, but the idea of delaying […]
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Everyday Heroes

Such devastation. The September 11 terrorist attack on our nation. The impact of hurricane Irma in Florida and the southeast. The mayhem left behind by hurricane Harvey in Texas. As we’ve prayed about these events this week, we have also been praying for my partner, and long-time bestie, Tamera Loerzel, as she and her family […]
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Three Ways to Better Appeal to the NextGen Client

“As a company, you need to get to the future first, ahead of your customers, and be ready to greet them when they arrive.” – Marc Benioff, CEO of Salesforce Your client base is changing. At least it should be to sustain your firm into the future. That’s because by 2025, Millennials will make up […]
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Invest in Your People with Intentionality

I have recently started tuning out the noise of the political discourse when watching the evening news clips. I find myself asking how we got here and in turn how we have an educated, successful business man elected as president, who does not seem to relate to the people of our great country. I can’t […]
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Succession is EVERYWHERE – Even in a Disney Movie!

Earlier this summer, I thought I’d take a little break from all my spring travel by enjoying a Disney movie with my son. I thought I would get a reprieve from all the discussions around succession planning, current leaders struggling to let go and future leaders yearning to be empowered to drive new change in […]
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Assigning Ownership Accelerates Your People Development

With so much transition and retirement happening in public accounting, people development is a hot topic. Firms are wondering what they can do to accelerate their team member’s learning and get them ready faster, and are creating innovative new training programs to do so. But there’s a missing component in our dotted line environment, where […]
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Elevate Your Presence, Perform Better

Something I’ve been focusing on for the past year and a half is on being more present. Being in the moment of what’s happening in my life at any given time. I’ll often catch myself either thinking about what’s next or what’s in the past, causing me to detach from the “right now” and sometimes […]
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We Don’t Have All the Time In the World

This week I had my six-month dental check-up. Laying in the chair with the light in my eyes and various dental “paraphernalia” in my mouth, I discovered that the dental chair is a good place for reflecting back on the past six months and looking ahead to the next six. “How’s your summer?” asked Kathy, […]
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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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View from the Top

In the past few months, I have coached two clients, “John” and “Sarah,” who have recently been promoted to high-level executive positions.  John replaced an executive consultant to work within his company on a full-time basis.  Sarah moved into an executive managerial position in a company that is merging with a firm so she will […]
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Oh Beautiful, For Spacious Skies

I am writing this blog from my car (as a passenger!) winding my way through Wyoming, about 40 miles outside of Yellowstone National Park.  We have just passed the Grand Tetons.  Starting out on this journey, I met with an Idaho firm and traveled along the Snake River, witnessing their beautiful farmland with wheat, mustard […]
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Leadership Spotlight: Jack G. Lee III, Partner, ConvergenceCoaching, LLC

We’re excited to feature Jack G. Lee, III as our latest Convergence Spotlight. Jack is a partner at ConvergenceCoaching and plays a significant role as a lead coach in our Transformational Leadership Programs™ (TLP). He’s all about living the “get better” life and if you want proof, just check out one of his many blogs […]
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Drive Change In BOTH Mechanics AND Behavior

“The very best practice mechanics you devise – new plans, programs, and processes – will only succeed when you pay careful attention to the human behavior around those mechanics.” Me to Our Clients, Everyday! I am a change agent.  I make my living helping individuals, teams and organizations identify their areas for improvement and market […]
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The Most Effective, Efficient Way to Develop Your People: Experiential Learning Opportunities

Most firms focus their learning initiatives on technical CPE, service methodologies and technology training. And, your team members with the highest level of technical competence are praised, rewarded, and promoted, until they reach the level of manager.  At that point, most firms expect those same highly technical people to suddenly “sprout” leadership and management abilities. […]
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Triple Your Team Member’s Progress with Three Types of Feedback

Feedback is a hot topic this year at ConvergenceCoaching. Firms are interested in more quickly progressing and growing their staff, and we believe the key to doing it successfully is providing specific, meaningful, and timely feedback to the team on a regular basis. In this blog, we’ll focus on delivering feedback and really drill into […]
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Maintaining Rapport and Trust In a Virtual World

“The foundation of the client relationship is in jeopardy.” “How can I build rapport with someone if I’m never face-to-face with them?” “I need to shake someone’s hand to feel related to them.” When we talk about moving toward a more remote service and staffing model and embracing Anytime, Anywhere Work™, we often hear objections […]
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