Inspired Ideas

Asking for Transparency – What Does That Really Mean?

When facilitating visioning sessions with both current partners and their NextGen leaders, one element consistently emerges as crucial to their becoming a NextGen firm: transparency. Yes, it’s a request of the NextGen leaders, and it is often contrary to Baby Boomers’ and older Gen Xers’ approach of “Just put your head down, don’t ask any […]
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Sorting Out My Stories

“The world as we have created it is a process of our thinking. It cannot be changed without changing our thinking.” ― Albert Einstein Some of the things I say about myself are true. I’m a mother, a wife, a daughter and a sister. I’m 5’4”,  right-handed, and have naturally curly hair. I’m a yogi […]
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Let Freedom Ring

I can’t believe another Independence Day is upon us. Wow!  Time again to reflect on our blessings as Americans. Earlier this year, I wrote about the three words I chose to guide 2018:  Change, Freedom and Joy.  Today, it seems appropriate to let Freedom ring in this 242nd birthday greeting to Lady Liberty. I’ve been […]
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Communicate to Drive Change

“Every time I find the meaning of life, they change it.”  ~ Reinhold Niebuhr Have you found the meaning of life?  If we each had to define our meaning, the meanings we’d interpret would be as diverse as our backgrounds, experiences and beliefs.  But no matter what you’re planning and expecting in this life, the one constant you […]
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Keeping seems easy. Stopping is hard. Starting even harder.

“Keep, Stop, Start” is a useful format or formula for analyzing and evaluating any job, position, project, process or venture, or anything you’re doing, playing, possessing, owning or working on in your life.  For ease of discussion, let’s simply refer to all of these as your “things.” Keep, Stop, Start is a handy way to […]
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My Favorite Motivational Quotes – What Are Yours?

I’m writing in the wee hours from the AICPA ENGAGE Conference.  During the conference, I’ve had the best time reconnecting with long-time friends and colleagues and making new connections, too. The conference has been a wonderful exchange of ideas and information so far, and I’ve drawn inspiration from so many. As I began writing this […]
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Millennial Strategies For Relating to Baby Boomer Clients

In 2019, Millennials will surpass the Baby Boomers as the largest living generation. Congratulations, my fellow Gen Y’ers – we are so close to officially having our reign! All kidding aside, many of us Millennials are at a turning point in our careers as we move into bigger leadership roles and take over longstanding client […]
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Crawl Out of the Hole of Setbacks and Failure

In my blog, Failure is Not Fatal, I explored some strategies to persevere when setbacks and failures rear their ugly head. They include setting a new goal, getting into action, not being a lone ranger and persevering. These strategies are valid and offer good reminders to help us move through setbacks and on to the […]
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Ask and You Shall Receive Feedback!

When speaking with participants of our Transformational Leadership Program, or meeting with young leaders at firm retreats, one consistent complaint we hear is that people don’t get enough feedback on the work they’re doing and consequentially, on their individual development. We’re talking a lot these days about improving feedback mechanisms, how firms need to deliver […]
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Leadership Spotlight: John R. Pace, Partner

I am happy to introduce John Pace as this month’s leadership spotlight. John is a partner in the outsourced accounting and advisory services department at Gelman, Rosenberg & Freedman CPAs in Bethesda, MD. John is also a graduate of our Transformational Leadership Program™ (TLP) and we’ve enjoyed working with him and his firm on various […]
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Pure Joy

Ever since I wrote my March 1st blog, I have been paying extra attention to the things that fill me with JOY– one of my three words for 2018.  In my blog, I committed to write down the things that give me joy – or that I think might – and make sure I do […]
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My “Forgotten” Goal Setting Step: Reflection

5:03 a.m. came fast but there it was… my husband’s Fitbit alarm vibrating away on his wrist. Parsley, our youngest dog, army crawled out from his cave under our bed. Sleep time was over. As I stretched my arms and legs, inching my way out of bed, I reminded my husband of the plan. See, […]
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Five Flex Forward Insights

This week, we launched our ConvergenceCoaching® 2018 Anytime, Anywhere Work™ Survey, where we gather input from public accounting firms about their adoption of flexible work practices. We’re huge proponents of these programs because we have been operating in a 100% flexible and virtual environment for the last 18 years and have experienced first-hand the benefits […]
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The Challenge of Spring

When the season of Spring comes, we notice change around us.  The Earth is thawing from the cold of winter.  Animals who were hibernating come out into the sun.  We notice new plants beginning to sprout.  Flowers are budding, and an atmosphere of new opportunity dominates our thinking.  It’s a time of renewal, which causes […]
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You Want to Become Partner? Six Internal Networking Activities Will Pave the Way!

One common objective shared by many of our leadership program participants is to increase their visibility in their firm. It doesn’t matter if it’s a small firm or large firm or what segment you’re in, if you want to be elevated, those who will be advocating for you and ultimately voting on your future need […]
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Staying Positive

At this time of the year, the various busy season deadlines, spring upon us, and new activities thrown into our schedule require increased time and effort, driving our stress level up. Here are six ideas to help maintain positivity – and even reduce the feeling of stress – that you can practice during these peak […]
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Convergence Spotlight: Emily Brantz

Welcome to Emily Brantz, our newest team member who has been successfully wrangling us since August 2017. Emily is our administrative powerhouse – coordinating and managing the many details involved in our leadership programs, client engagements, scheduling, and so much more. Emily has a keen eye for detail, organization and efficiency and I admire her […]
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The Value of Team

 “What we reach for may be different, but what makes us reach is the same” This quote from Mark Nepo, a poet and philosopher, describes my thoughts while watching Lindsey Vonn reach the bottom of the hill in the Women’s Downhill race at the Winter Olympics.  Even though she had missed winning the gold medal […]
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You’re NEVER Too Busy to Give Feedback

 “Make feedback normal. Not a performance review.” ~ Ed Batista You’re in the middle of busy season, with multiple engagements in play and the team running in fifteen different directions. Are you giving feedback to the people working on your jobs, in your groups or assigned to you? If not, you’re missing an opportunity to […]
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Finding Joy In the Journey: My 2018 Three Words

At the start of each year, I envision what I want the END of the year to look like. What do I most want to accomplish or change? How do I want to feel? What do I want others to experience through me? When I have a sense of what I want to make happen, […]
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