Leadership

Getting Re-Started

Many of us made “non-negotiable” plans as we entered Busy Season 2019 to remain focused on our personal leadership goals – no matter what. And to be relentless in not allowing Busy Season to be a “steamroller” on each of us personally and the important people in our lives.  Even so, possibly due to the […]
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Leadership Lessons from a Trekkie

Nearly every Thursday night in 1990, you could find my brother and I sitting on the floor in my parent’s bedroom with a bowl of popcorn anxiously anticipating the airing of a new episode of Star Trek: The Next Generation. It was our reward – our deeply loved tradition – and an opening for educational […]
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Convergence Spotlight: Sarah Brodersen

This Convergence Spotlight features Sarah Brodersen, our newest team member! Sarah joined us in December 2018 and coordinates the many administrative duties required to keep our team operating smoothly. From managing logistics and communications for our various leadership programs to preparing our web platforms for client engagements and webinars and so much more, Sarah ensures that […]
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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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You Set Your Goals, Then Busy Season Happens…

Accounting and tax professionals call this time of the year the “busy season.”  But since we’re chronically busy year-round, shouldn’t January through April actually be referred to as the “busier season?” One thing I know for sure:  when it comes to working and progressing on our personal and professional goals, busy season is an obstacle that must be overcome. […]
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The Key To ATAWW™ Success – Communication!

Communication is a central theme in our work with leaders at all levels. Whether it’s communicating to help team members adopt change, sharing your firm’s vision and how each element contributes to achieving that vision, following up on feedback from an employee engagement survey, or delivering feedback, communication is key to building a high-performing firm. […]
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Feedback Is The Breakfast of Champions…

At least it is according to Ken Blanchard, author, leadership expert and coach. And we agree – as do athletic champions! If you study championship athletes, you’ll find that not only do they appreciate feedback, but they seek it out from their coaches, teammates, other experts in their field and by watching videos of their […]
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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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Are You Relentless?

This past Saturday, I attended the 2019 No Regrets Men’s Conference – an annual event sponsored by Elmbrook Church near Milwaukee and broadcast to 120+ Host Sites in the U.S. and Canada.  I was one of 10,000 men coming together with the shared desire of becoming better servant leaders at home, in church, on the […]
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What Grade Would Your Clients Earn?

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is that […]
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Knowing is Not The Same As Doing

The New Year provides an opportunity for reflection on past accomplishments and commitments not yet fulfilled plus a wide open space of 12 new months to commit – or recommit – to new goals. I’ve been thinking about and exploring one of our core leadership tenets: “Knowing is not the same as doing” and thought […]
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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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R-E-S-P-E-C-T in the Workplace Today

With the airways filled with memories of Aretha Franklin and how she sang about respect in a love relationship between a man and a woman.  I feel that respect is important in every relationship beginning with our own self-image and it essential in our effectiveness in the workplace. Respect is defined as a “feeling of […]
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An Introvert’s Guide To Creating Deeper Client Relationships

In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new business yields many benefits. It allows you to provide a tangible contribution to top line revenue for the firm. It […]
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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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Leadership Spotlight: Katie Davis, Partner, James Moore & Co.

This month’s Leadership Spotlight features Katie Davis, Partner at James Moore & Co. Katie recently graduated from our Transformational Leadership Program™ (TLP) and we’ve enjoyed getting to know her over the past year. Katie has a passion for providing value to clients beyond traditional accounting services. In her role, she is actively involved in the […]
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Three “Be” Strategies to Develop Your Confidence Through Feedback

I’ve never been a fan of critical feedback. Entering situations where potential conversations related to my performance are a possibility, my little voice goes into high gear trying to convince me that I am a complete failure and fraud and yelling at me saying I’d be better off to just quit. This means going into […]
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Difficult Conversations You Must Have

The world is full of conflict.  We are surrounded by it 24/7. Sometimes we see it clearly, while other times it is more “under the surface.” In all human interactions and relationships, there is some level of conflict that drives the ongoing need to have difficult, uncomfortable, sometimes even painful conversations. Here are just a […]
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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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