HR/Organizational Development

Leadership Spotlight: Cynthia Hudson, Member, Barfield, Murphy, Shank & Smith

We have enjoyed getting to know Cynthia Hudson, Member at Barfield, Murphy, Shank & Smith, over the course of  her participation in our 2-year leadership development program. With over 20 years of experience in the profession, Cynthia’s primary focus is providing tax compliance, tax planning and IRS resolution to businesses, individuals and non-profit organizations. Cynthia […]
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Changing Personality Dynamics

Recently, I have been exploring causes of changes in the Myers-Briggs Type Indicator® (MBTI®) results that individuals could experience as you mature and grow.  The MBTI® identifies basic personality preferences, and one of the reasons we like this instrument is because of its preference scale that shows your degree of preference in your personality traits […]
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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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Ask and You Shall Receive Feedback!

When speaking with young leaders in 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 […]
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You Want To Make Partner? Distinguish Yourself!

We often get asked from up-and-coming leaders what we think it will take for them to become partner. We believe that there are certain criteria and results an individual is expected to achieve to be considered for partnership. While some current partners in firms may argue that they’ll “know a partner when they see it” […]
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Millennial Strategies For Taking Career Ownership

My ConvergenceCoaching team members and I have had a great three days attending the BDO Alliance conference in Las Vegas, exploring the theme of innovation and how it applies in all areas of practice management. During the conference, Jennifer Wilson and I taught a super interactive session on bridging generational complaints and ways to collaborate […]
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Maximizing Motivation

For most of our clients, the spring busy season is over (hooray!), and that creates some time and space to focus on yourselves and your firms. It’s my hope that you’ll use this time to renew your focus on your team members, too, by making a real effort get to know more about each and […]
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Personality Approaches to Innovation

In our work with clients as coaches and consultants, we often offer the option of completing the Myers-Briggs Type Indicator® (MBTI®) assessment tool, which identifies sixteen basic personality types to help individuals learn about their personality. Learning your personality type helps individuals work toward their goals in a manner which more comfortably suits their own […]
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ConvergenceCoaching Turns “Sweet 16!”

Wow! It is hard to believe that on April 1, our ConvergenceCoaching team celebrated our 16th anniversary. What a wonderful and blessed journey we’ve enjoyed so far! Since co-founding our firm with my dear friend, Jim Metzler to growing to an 11-member team focused on making life-changing differences for our clients, I am so grateful […]
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Progress to an Anytime, Anywhere Work™ Policy; and Reap the Benefits

In June 2015, we launched our 2015 Anytime, Anywhere survey to collect information about the adoption of flexible work initiatives within public accounting firms. In this last installment on our survey analysis, we’d like to share what we learned from the 155 survey participants about the flexible work program documentation and communication processes in their […]
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Getting the Most Out of Your AnyWHERE Work Programs

More Results from Our 2015 Anytime, Anywhere Survey Earlier this year, we launched a survey to collect information about the adoption of flexible work practices within public accounting firms. In this blog in our Anytime, Anywhere Work series we focus on “place” — where employees are working – and we are encouraged to see some […]
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Sage Advice Regarding Anytime, Anywhere Work™ – Just Do It!

This spring, we conducted our 2015 ConvergenceCoaching, LLC Anytime, Anywhere Work Survey and published the “big picture” results in our August 26th blog. In our anytime, anywhere work blog series, we’ve been exploring the feedback from the respondents with the hope that you’ll identify ideas you can implement to further (or begin) your firm’s anytime, […]
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Technology Makes Flexibility Work

More Results from our 2015 Anytime, Anywhere Survey This spring we launched our 2015 Anytime, Anywhere Work Survey to learn more about the adoption of flexible work programs inside CPA firms. We asked a number of new questions this year to learn more about how firms are successfully using technology to support their anytime, anywhere […]
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How Does Your Firm Measure Success?

More Results from our 2015 Anytime, Anywhere Survey We are enormous proponents of anytime, anywhere work programs. This past spring, we conducted our 2015 Anytime, Anywhere Work Survey and began publishing the results in an ongoing blog series (read the “big picture” results here and the benefits firms are realizing with flex here). In the […]
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Transition is All Around Us

Here in Nebraska, it’s easy to see the signs of summer transitioning into fall. It’s a wonderful time of year filled with many sunny crisp days and red, orange and yellow foliage. This time of year signals the transition toward the holidays and the time to usher in a new year is right around the […]
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Why Offer Anytime, Anywhere Work™?

This spring, we conducted our 2015 ConvergenceCoaching, LLC Anytime, Anywhere Work Survey and published the “big picture” results in our August 26th blog. In the survey, we asked firms to share the positive and negative results they experienced as a result of their flexible work programs. In this week’s post, we’ll explore the valuable insights […]
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Helpful Resources For This Fall Busy Season

As you push toward the first deadline of your fall busy season, we wanted to share some helpful blog posts that can aid you in maintaining a positive outlook, dealing with communication issues you may be encountering, help you manage your packed schedule and wellness ideas. While you may feel “too busy” to read these […]
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Our 2015 Anytime, Anywhere Survey Results Are In!

Firms Continue To Migrate AWAY From Time and Place. In early June, we launched our 2015 Anytime, Anywhere Work Survey to collect information about the adoption of flexible work initiatives within public accounting firms. We asked firms to submit only one response per firm and were amazed to see a 57% increase in participation this […]
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Three Realms of Leadership

With most firms experiencing the succession of one or more partners or senior leaders over the next ten plus years, developing leaders is a must to ensure the sustainability of your firm. According to the 2012 (and 2008) AICPA’ PCPS Succession Survey, the number one challenge hampering the firm’s succession strategy is that “Senior partners […]
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Relentless Recruiting

In this third blog in our series on recruiting, we are going to share best practices for staying on top of your recruiting efforts and tracking your results using an organized, systematic approach. We want you to develop a recruiting process that is ingrained in your firm and happens on a regular basis, even when […]
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