Next Generation

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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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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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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Let’s Stop Paying Lip Service to People Development

Working with leaders of firms in completely different geographies and of a variety of sizes, I continue to have discussions with them about slightly different yet completely related topics:  a lack of traction in a mentoring program, an inability to get engagement reviews completed by both staff and managers and concerns that a partner group […]
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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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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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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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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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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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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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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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Gen Z: An Introduction to the Next Wave of Talent

When it comes to talent, practice management and impacting forces, the buzzword heard round the leadership table has been “Millennial” for quite some time. Now, we’re beginning to hear murmurs about Generation Z and the impact they’ll make. As a Millennial myself, I’m hyperaware of the various stereotypes of my age cohort, so I’ll admit […]
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The Biggest Barrier to Anytime, Anywhere Work™ – Sludge

More Results from Our 2016 Anytime, Anywhere Work™ (ATAWW™) Survey 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 […]
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Leadership Spotlight: Jina Etienne, President & CEO, NABA

We are thrilled to feature Jina Etienne, President and CEO of the National Association of Black Accountants, Inc. (NABA) as our first Leadership Spotlight of 2017. Jina is a bright up-and-comer in our profession who leads the day-to-day operations of NABA’s national office and provides strategic direction and leadership for the organization. Prior to her […]
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Seven Technology Strategies to Enable Your Flexible Work Programs

More Results from Our 2016 Anytime, Anywhere Work™ Survey At ConvergenceCoaching, we’re big proponents of Anytime, Anywhere Work™, or programs that allow employees to have greater control over when and where they get work done. Every one of our employees is virtual and works from home offices or on the road while visiting clients. We’re […]
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Improved Communication Goes a Long Way With Young Professionals

This guest blog features Chris Camara, managing editor of the monthly INSIDE Public Accounting (IPA) newsletter. We’ve greatly enjoyed working with Chris and the IPA team on developing “The Road to Retention: Motivators and Drivers for Young Public Accounting Professionals.” In this week’s post, Chris explores the growing recruiting and retention paradigm firms are facing. […]
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Anytime, Anywhere Work™ Survey Says Measure Differently to Flex Time

In the recent IPA/ConvergenceCoaching Road to Retention survey, an astounding 60% of the over 723 young accounting professionals we surveyed said the element of work they least enjoy is the hours.  As firms continue to move towards a flexible work environment, one of the biggest challenges is around this “time” paradigm. For instance, while 97% […]
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34 to 40 year-old CPA Professionals Tell Firm Leaders What They Need

As firms help their young professional staff gain expertise and knowledge about the profession, our research shows that they may be looking for the door instead of the next step up the ladder. Recruiting college graduates is a challenge unto itself, but once these young people are hired, its critical to keep them happy, involved, […]
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What Gender Issue?

Many question whether a gender issue exists in our profession. I did not expect to encounter this issue as part of the INSIDE Public Accounting/ConvergenceCoaching research study, “The Road to Retention: Motivators and Drivers for Young Public Accounting Professionals.” What I anticipated was generationally-focused feedback highlighting the differences between mature and younger professionals. Digging into […]
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