HR/Organizational Development

Solve Your Capacity Challenges with Non-Traditional Hires

“Everything that can be invented has been invented.” This quote is often attributed to Charles H. Duell, the Commissioner of US patent office in 1899. We know this to be far from that truth and that new inventions are happening all the time and at a faster pace than ever. Just look at our cars, […]
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Is Your Firm Leaving Potential Leadership Successors Behind?

Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement, and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. […]
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Velcroing Your People to You

According to the 2018 IPA National Benchmarking Report, CPA firms lost an average of 13% of their precious talent resources last year. Breaking that statistic down further, IPA found that 75% of firm turnover was voluntary, comprised of people who chose to leave for another CPA firm or even leave the profession entirely. There are […]
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Our 2018 Anytime, Anywhere Work™ Survey Results Are In!

We’re incredibly excited about the results from the ConvergenceCoaching®, LLC 2018 Anytime, Anywhere Work™ (ATAWW) Survey, the fourth iteration of our analysis of CPA firm flexible and virtual work programs! ATAWW programs are not about less work or production, with the exception of part-time programs. Instead, ATAWW offerings allow your people to have more control […]
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The Only Thing We Leave Behind Is Our Legacy

2018 is one of those “milestone” birthdays for me and for many others born in 1958. By the grace of God, I have arrived at the age of 60!  Not long ago, I was graduating from college, meeting my wife, sitting for the CPA exam, and starting my career.  Back then, 40 was considered “old.”  […]
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The Biggest Barrier to Anytime, Anywhere Work™ – Sludge

Technology. Client acceptance. Training new staff members. Accessibility and responsiveness. These are just some of the objections firm leaders give for resisting virtual work environments. However, we believe – and have seen – that all of these issues are generally tactical and not that difficult to address and overcome. But there is a BIG issue […]
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Five Fundamentals of Flex Success

Our ConvergenceCoaching, LLC® 2018 Anytime, Anywhere Work™ (ATAWW) Survey results are due out October 22, and in them, I’m pretty sure we’ll hear at least a few participants say that flexible, remote work is not for everyone. Often people say that it requires a certain kind of worker, one who is self-motivated and driven. Or […]
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Do You Have an Employee Engagement Strategy?

“Most workers, many of whom are millennials, approach a role and a company with a highly defined set of expectations. They want their work to have meaning and purpose. They want to use their talents and strengths to do what they do best every day. They want to learn and develop. They want their job to […]
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Want to Maximize Profits? Consider Highest and Best Use

According to the latest IPA benchmarking survey, CPA firm profits are under pressure. Across the Top 100 firms in that survey, talent costs are increasing faster than billing rates, resulting in a squeeze that’s reducing the bottom line. There are many strategies you can employ to relieve the pressure, and in this blog, we’ll focus […]
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You ARE Better Off Without Them!

I recently wrote a column for the Journal of Accountancy CPA Insider, talking to employees that are unhappy in their work. In this blog, I am talking to firm leaders about how to deal with partners who may be some of the cause of that unhappiness.  I don’t know how many times I have had Managing […]
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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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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’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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Becoming a Flex-Forward Firm

At ConvergenceCoaching, we’re huge proponents of flexible work programs, or what we like to call Anytime, Anywhere Work™ programs. We’ve been operating in a flexible, virtual environment ourselves for almost 18 years and the strategies we use to keep our team connected and operating efficiently are the same ones we teach to our clients. Philosophically, […]
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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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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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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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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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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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