Inspired Ideas

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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It’s Time for Post-Busy Season Renewal!

“One of the things we desperately need is a spiritual renewal in this country. We need a spiritual revival in America.” –Billy Graham With the spring tax filing season successfully behind us, we have an opportunity to start fresh and focus our energies on renewing our body, mind, and spirit for the important tasks that […]
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Emerging Trends Facing Public Accounting

ConvergenceCoaching collaborates with the AICPA CPA Insider, Accounting Today and other publications to provide our readers with perspectives on the top issues, challenges and emerging trends facing the public accounting profession. As our profession continues to experience rapid change, sharing knowledge and best practices is important. Below you’ll find recent content to help you with […]
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Leadership Spotlight: Chris Roberts, Director of Talent Management, Mazars USA LLP

We are excited to introduce you to Chris Roberts, Director of Talent Management at Mazars USA LLP, who is the focus of this issue of Leadership Spotlight. Chris leads the talent management and employee experience for his firm, taking a fresh look at the firm’s talent practices to ensure they support an evolving workforce and […]
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The Attack on Profitability

The theme of INSIDE Public Accounting’s 2016 Benchmark Report is, “Steady as she goes, but watch the horizon.” Firms are experiencing good times again with an average of 6.1% organic growth and 30.2% net income for all firms nationally, according to IPA. The caveat is that we’re in one of the tightest labor shortages we’ve […]
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