Succession

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 […]
Read More →

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 […]
Read More →

Succession is EVERYWHERE – Even in a Disney Movie!

Earlier this summer, I thought I’d take a little break from all my spring travel by enjoying a Disney movie with my son. I thought I would get a reprieve from all the discussions around succession planning, current leaders struggling to let go and future leaders yearning to be empowered to drive new change in […]
Read More →

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 […]
Read More →

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 […]
Read More →

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 […]
Read More →

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 […]
Read More →

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 […]
Read More →

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 […]
Read More →

Fellow Millennials: They Call Us Entitled, But Our Future IS In Our Hands

In my last post, I shared strategies for developing a culture that embraces and encourages upward feedback. Among the many benefits feedback provides, one is the insight that firm leaders gain about the hopes and dreams of their up-and-coming leaders. In that post, I encouraged people managers to regularly check in and ask questions of […]
Read More →

Finding Success in Recruiting Requires a Change in Philosophy

Public accounting is experiencing one of the toughest periods of staffing in our profession’s history, and we believe it is just beginning. 78 million Baby Boomers are planning to retire over the next 10 – 12 years while there are fewer than 50 million Gen Xer’s to succeed them. Millennial accountants (33 and younger – […]
Read More →

Put Me In, Coach! Grooming Your Future Leaders For The Major League

Happy March! The “new” year is moving quickly and spring brings a lot of great things: relief from an unusually bitter and prolonged winter, the home stretch of another busy season for our CPA firm clients and friends, the start of our traditional ConvergenceCoaching busy season, a renewed sense of urgency to achieve that beach-ready […]
Read More →

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. […]
Read More →

Last Night’s Game: Tackling Succession Head-on

If you didn’t watch last night’s College Football Playoff National Championship game, you’re probably not aware of the Ohio State Buckeyes and the unique story of their quarterback, Cardale Jones. Jones started the season as a third-string player, only to find himself as the starting quarterback at the national championship game, up against the Oregon […]
Read More →

To Get Better: Coach and Be Coached

When you look at our Transformational Leadership Program (TLP), which is now starting its third year, one of the first things you’ll notice is the extensive practice of coaching. All TLP participants are assigned a TLP coach from ConvergenceCoaching and an in-firm coach from their respective firms. That’s a serious emphasis on coaching! As a […]
Read More →

It’s All About People Again!

I’m writing this from the AICPA Practitioners Symposium and TECH+ Conference in Las Vegas. It’s day two and in all of the sessions, all of the discussions, the LOUDEST theme is PEOPLE! If you tune into the Twitter feed at #PSTech, you’ll see what I mean. Topics range from the shortage of experienced staff, the […]
Read More →

When Too Much Is Not Enough

I recently counseled a father (let’s call him Mike) who had built a successful small business over a period of several years. He hired his unemployed son, (let’s call him Jerry) because of the strained economy and made him a manager. Recently Mike decided to retire. Sometime after retiring, Mike discovered that the business was […]
Read More →

Having It All Isn’t Just a Women’s Initiative

Having It All Isn’t Just a Women’s Initiative I have the privilege of speaking at women’s conferences and working with firms whose leadership teams are committed to further the opportunities for women in the profession. Being a woman, I appreciate the ideas, programs and empathy for women professionals as we balance fulfilling on both personal […]
Read More →

Let’s Stop Paying Lip Service to People Development

Yesterday, I had three conversations with leaders of firms in completely different geographies and of a variety of sizes  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 didn’t have enough […]
Read More →

Leadership Spotlight: Alan Hawrylak, CPA, Managing Partner, Hartman Leito & Bolt

Leadership Spotlight: Alan Hawrylak, CPA, Managing Partner, Hartman Leito & Bolt In this month’s Leadership Spotlight, we would like to introduce you to Alan Hawrylak.  Alan has been a friend of ConvergenceCoaching for many years, and in that time we have had the opportunity to witness him step into the role of Managing Partner and […]
Read More →
css.php