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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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What Are Your Business Model Deal-Breakers? Six Non-Negotiables to Consider

There’s a lot of talk these days about the need for a new public accounting business model. In fact, we’re spending a lot of time ourselves driving change to many fundamental business model elements including pushing for not-to-exceed pricing, unlimited paid time off and uber-flexibility, and turning over the reins to younger leaders earlier. And […]
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Leadership Spotlight: Hannah Hancock, ConvergenceCoaching, LLC

Hannah Hancock is the newest addition to the ConvergenceCoaching team and is responsible for coordinating our sales and marketing functions and is focused on driving growth. She is passionate about identifying innovative ways to leverage social media in corporate communications and marketing, a result of which is evident by our new Instagram profile. Prior to […]
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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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Orchestrating Balance

I am often asked, “How do you do it?” referencing my working full time with plenty of travel, raising three children, being married to a wonderful man going on 29 years, in addition to running, practicing yoga, and participating in church and other community activities. Just reading that list leaves me with “Wow, I’m not […]
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Goal Achieved? So What’s Next?

In my last blog, I examined what is essential to goal setting and achieving, and concluded that “telling others” was the most important and essential action you can take. Yes, it is important and necessary to set big, hairy, “stretch” goals, while also being realistic about your current “as is” state or condition. And it […]
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New Beginnings

Each New Year brings an awesome opportunity to start fresh, to do away with the unhealthy, unnecessary and the unproductive. While we’re giving the heave ho to the negative in our lives, most of us also commit to new, more positive behaviors and habits. What are you committed to leave behind, or shed, as you […]
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From Resolution to Reality

This time of year, we routinely create a list of New Year’s Resolutions. By the end of December, we often discover when we look over the original list that we missed the target. Let’s start this year understanding that according to the Merriam-Webster dictionary a “resolution is a firm, determined expression of intention” and explore […]
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Community Awareness: Beneficial Both Personally and Professionally

This past November, my fiancé and I attended a graduation and awards dinner honoring the Bellevue Chamber of Commerce Leadership Bellevue Class of 2015. I was part of that class and one of thirteen who received a plaque and certificate of completion for the ten monthly meetings. I had an idea of what to expect […]
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Leadership Spotlight: Tamera Loerzel, Partner, ConvergenceCoaching, LLC

For more than fifteen years, ConvergenceCoaching, LLC partner Tamera Loerzel has been guiding and supporting leaders in the accounting profession, helping them achieve success. Before ConvergenceCoaching, Tamera managed the BDO USA Minneapolis consulting group and directed the national sales and marketing efforts of the BDO package solutions group. As a result of working so closely […]
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Want to Achieve Your Goals? Tell Others!

Goal Achieved! This fall, on Saturday, September 26, 2015, I completed my first 13.1 mile half-marathon, running the whole distance, without stopping or walking, in a time of 2.5 hours. My friends and family were amazed and happy for me. I felt proud of myself, as well as THANKFUL. How was I able to accomplish […]
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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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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 […]
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Leadership Spotlight: George Forsythe, Wells Coleman & Company, LLP

Leadership Spotlight: George Forsythe, Wells Coleman & Company, LLP George Forsythe is the Managing Partner of Wells, Coleman & Company in Richmond, VA.  George brings great energy and enthusiasm as he drives change and growth within his firm and his clients.  As one of the new, young leaders in the profession, George is leading his […]
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Make Prioritization Easy with WTD Lists!

Make Prioritization Easy with WTD Lists! If you are like me, you’re always looking for ways to be more efficient and organized in getting your increasing list of tasks completed.  At ConvergenceCoaching, we employ an organizational technique that allows each of us to have an “at-a-glance” view of our own “work-to-do” (“WTD”) lists for the […]
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Leadership Spotlight: Chad Halbur

This week we’d like to introduce you to a no-nonsense, self-taught leader with a common sense approach to leadership. Chad Halbur is President and a shareholder of Cornerstone Private Asset Trust Company, LLC.Chad works with clients to develop strategies to meet their financial goals and is involved in the implementation and daily management of those […]
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To Live Better: Die a Little

To Live Better:  Die a Little In past blogs, I’ve written on challenging topics such as goal setting, people development, and succession planning, along with resolving conflict, starting an exercise program, and most recently being vulnerable. In each case, I’ve tried to explain “why” these topics matter in our lives, and have offered ideas on […]
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Leadership Spotlight: Jennifer Wilson

Leadership Spotlight:  Jennifer Wilson On behalf of our entire team, our clients, readers and colleagues, I am dedicating this week’s post to our ConvergenceCoaching, LLC co-founder and partner Jennifer Wilson.  Two weeks ago we kicked off our new Leadership Spotlight monthly series, which got me thinking about the powerful leaders that I know and would […]
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Courageous Leadership

Courageous Leadership “To look at something as though we had never seen it before requires great courage.” — Henri Matisse   I often find myself reflecting on how inspiring the leaders I coach are. Whether it’s our Transformational Leadership Program participants, Managing Partners, Executive Committees, staff in our training workshops or other individuals whom I […]
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Count Your Blessings

Count Your Blessings I was saying to my daughter yesterday how much I love this time of year in Minnesota with the sun moving south, casting shadows on the beautiful gold, orange and red hues of fall.  And then I thought, I don’t take enough time to appreciate all the good in my life because […]
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