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September 2011

Managing Millennials

September 20, 2011 @ 11:00 am - 12:15 pm EDT
$39

Our next web seminar, "Managing Millennials" will be held September 20th from 11:00 a.m. to 12:15 p.m. Eastern time. Generation Y team members – or the Millennial Generation – are the latest to enter our workforce, bringing with them new challenges and benefits, too. Attend this session to discuss: Generational differences and what makes Millennials unique, special, and different How to motivate and manage your youngest team members effectively Methods to retain your top performers and develop them into your…

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October 2011

Trust: Developing It, Maintaining It & Repairing It

October 26, 2011 @ 11:00 am - 2:00 pm EDT

Leading Edge Alliance HR SIG Conference New Orleans, LA

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November 2011

Developing Your Construction Niche Marketing Plan

November 11, 2011 @ 5:00 am - 1:30 pm EDT
Bell Harbor International Conference Center, 2211 Alaskan Way Pier 66
Seattle, WA 98121 United States
+ Google Map
$525 – $600

The Pacific Northwest Construction Industry Conference, co-sponsored by the CFMA, will bring you up to speed on recent trends and provide essential guidance on hot topics affecting construction accounting and financial management. Explore economic trends, accounting and tax developments, technology tips, and much more. Register today! 8:00am - 4:30pm (sign in begins at 7:30am) Pacific Time.

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Helping People Overcome Personal Pitfalls

November 17, 2011 @ 1:00 pm - 2:40 pm EDT
$79

In this session, we'll explore the reasons we don't talk openly about needed performance improvements. We'll discuss how to overcome our fears and resignation to gain the confidence and commitment needed to deliver feedback that transforms individual and team performance. A Live 100-Minute Webinar - 2 CPE Credits November 17, 2011 - 1 PM Eastern Time

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December 2011

Being A Leader Regardless of Your Role

December 15, 2011 @ 1:00 pm - 2:40 pm EDT
$79

No matter what position you hold in your firm, your ability to lead will determine the extent of your success. Leadership skills enable you to guide clients effectively, get team members and firm leadership to buy in to your ideas, and develop the respect and reputation you need to get ahead. A Live 100-Minute Webinar - 2 CPE Credits December 15, 2011 - 1 PM Eastern Time

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Leveraging Technology to Grow Your Practice

December 20, 2011 @ 11:00 am - 12:15 pm EDT
$39.00

What’s the proper place of technology in your firm’s strategic plan? Join us for this important session to discuss the role of technology in:

  • Driving new revenue growth
  • Partner accountability and unity
  • Client service and retention
  • Succession
  • Staff recruiting

Attend this session to discuss the “must have” IT enablers to ensure your firm remains competitive.

Audience: Partners, Department Heads, Technology Professionals and Firm Administrators

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January 2012

TSCPA Ft. Worth Chapter Practice Skills Training

January 11, 2012 @ 9:30 am - January 12, 2012 @ 3:30 pm EDT
Fort Worth Chapter Training Facility, 550 Bailey Ave, Ste 225
Fort Worth, TX 76017 United States
+ Google Map

An intensive two-day course for public accounting firm staff.  Designed to help junior staff perform more effectively and confidently during busy season.

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Alliott Group North America 2012 Leadership Forum

January 12, 2012 @ 8:00 am - 3:00 pm EDT
Captiva Island FL United States + Google Map

Jennifer Wilson will be teaching Becoming a Business Development Black Belt  and Strategies to Engage and Retain Your People.

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The Alliance of Professional Associations (APA) Winter Conference

January 17, 2012 @ 11:20 am - 1:00 pm EDT

Jennifer Wilson will be teaching Secrets to Niche Practice Success.

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February 2012

To Tweet, Or Not To Tweet: What’s The Question?

February 7, 2012 @ 11:00 am - 12:15 pm EDT
$39

American awareness of the social media application Twitter increased from 5% to 87% and it’s no wonder, with its over 100 million users and 50 million tweets per day. While we all recognize the application’s name, the perception of Twitter isn’t necessarily a positive one in terms of business applicability. Many of us aren’t yet sure how (and maybe even if) we can leverage its capabilities to benefit our firms. In this session, we will explore this fast-growing public relations…

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March 2012

Harness the Power of Positive Thinking and Manage Stress Positively

March 20, 2012 @ 11:00 am - 12:15 pm EDT
$39.00

Positive and negative thinking are both contagious. Powerful leaders understand that focus, belief, and positive communication are all required to instill confidence and allow teams to produce incredible results. In addition, your ability to manage everyday pressures and demands with positivity can affect productivity, client satisfaction, workplace morale, and retention. Attend this web seminar to harness your own positivity and learn: Factors that can lead to pressure in your personal and professional life Ideas to help you reduce your personal…

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May 2012

ConvergenceCoaching Webinar Great Firms Have a Vision For the Future! What’s Yours?

May 1, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Firms that continually refine their vision for the future enjoy increased engagement, inspiration and unity. The clarity of direction enables you to make difficult decisions and take calculated risks that fit with your intended direction. Team members know where the firm is headed, what their role is in getting the firm there and are able to focus and drive the firm forward. Yet so many firms are unable to articulate a clear and compelling vision for the future. How come?…

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PCPS Large Firm Networking Group

May 3, 2012 @ 8:30 am - 12:00 pm EDT
AICPA New York, NY United States + Google Map

Jennifer Wilson will be teaching Four Levers To Drive Partner Performance and Accountability  

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BDO Seidman Alliance Conference

May 7, 2012 @ 8:00 am - May 9, 2012 @ 1:00 pm EDT
Caesars Palace Las Vegas, NV United States + Google Map

Jennifer Wilson and Tamera Loerzel will be teaching Trust: Developing It, Maintaining It and Repairing It Developing A Successful Strategic Initiative or Niche Proposals That Win Effectively Negotiating To Close More Business  

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Washington Society Emerging Leaders Conference

May 11, 2012
Microsoft Campus Redmond, WA United States + Google Map

Tamera Loerzel will be teaching Generational Differences Making The Jump  

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CPA Leadership Institute Webinar Unity: The Foundation of Partner Performance and Accountability

May 17, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Gaining partner unity is more than getting a “majority vote” on key issues for your firm. In this webinar, we'll explore ideas for enhancing the unity of your partner team and moving toward a “one-firm” culture. A Live 100 Minute Webinar - 2 CPE Credits May 17, 2012 - 2 PM ET

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AGN North American 2012 North American Regional Meeting

May 22, 2012 @ 8:00 am - 12:10 pm EDT
Pfister Hotel Milwaukee, WI United States + Google Map

Tamera Loerzel will be teaching Coming Together: the Act of Merging and Gaining Buy-In and Action  

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PKF North American Firm Management Conference

May 22, 2012 @ 10:30 am - 2:30 pm EDT
Ritz Carlton Palm Beach, FL United States + Google Map

Jennifer Wilson will be teaching Four Levers To Drive Partner Performance and Accountability Driving Partner Performance and Accountability with Honest Feedback and Communication  

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Alaska Society of CPAs

May 31, 2012 @ 8:00 am - 5:00 pm EDT
Alaska Society of CPAs Homer, AK United States + Google Map

Jennifer Wilson will be teaching a one-day workshop on Striving to Be an Inspiring, Accountable and Difference Making Leader.

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June 2012

CPA Associates International Managing Partner Group

June 5, 2012 @ 8:30 am - 12:00 pm EDT
CPA Associates Baltimore, MD United States + Google Map

Jennifer Wilson will be teaching Five Key Elements In Today’s Marketing Plans  

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ConvergenceCoaching Webinar “We’ve Developed Our Vision. Now What?”

June 5, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

When firms take the time to develop their vision for the future, they sometimes think that’s their big finish line. But the real work is in developing the strategies and tactics to drive the firm toward your intended destination and to integrate the vision into the firm’s day-to-day activities. Without integration, your vision is just another set of lofty ideas destined to be dusted off and revisited in the years to come. Don’t let that happen! Instead, attend this web…

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Texas Society Young CPAs Conference

June 8, 2012
Westin La Cantera San Antonio, TX United States + Google Map

Tamera Loerzel will be teaching Being A Great Leader Today Four Secrets for Developing Your Sphere of Influence  

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AICPA Practitioners Symposium 2012

June 11, 2012 @ 8:00 am - June 13, 2012 @ 5:00 pm EDT
Aria Las Vegas Las Vegas, NV United States + Google Map

Jennifer Wilson will teach a session on Moving from Old School to Cool on June 12, 2012 from 10:45 am - 12:00 pm

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AAA National Practice Management Conference 2012

June 19, 2012 @ 8:00 am - June 22, 2012 @ 5:00 pm EDT
Green Valley Ranch Las Vegas, NV United States

Jennifer Wilson will be teaching Strategies to Truly Engage and Retain Your People Fostering a Culture of Trust and Motivation

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Minnesota Society of CPAs Management & Business Advisors Conference

June 25, 2012 @ 9:00 am - 4:00 pm EDT
Minnesota Society of CPAs Minneapolis, MN United States + Google Map

Tamera Loerzel will be teaching Keys to Lasting Career Satisfaction and Success Overcoming the Seven Deadly Sins of Delegation Four Secrets for Developing a Powerful Sphere of Influence

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CPA Leadership Institute Webinar Setting Partner Expectations and Reporting to Drive Performance and Accountability

June 26, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

This program will develop understanding of the importance of “ownership” in driving firm initiatives forward, gaining insight on the “link” between written partner role descriptions and execution of your firm's strategy, getting better and more effective at partner goal setting, and a “return and report” process to support achievement of agreed upon goals and strategies. A Live 100 Minute Webinar - 2 CPE Credits May 17, 2012 - 2 PM ET

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July 2012

CPA Leadership Institute Webinar I Trust You (Sort Of). Do You Trust Me?

July 10, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Workplace surveys (and our experience) show that employees do not trust their employers, co-workers do not trust their peers, and owners do not trust their partners. Wow! Explore the cornerstones of trust in your relationships with staff, peers, partners, and clients. A Live 100 Minute Webinar - 2 CPE Credits July 10, 2012 - 2 PM ET

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Upstream Academy Headwaters Conference

July 12, 2012 @ 8:00 am - July 13, 2012 @ 5:00 pm EDT

Jennifer Wilson will teach a session on July 12, 2012 on "Firm Culture - What You Get is What You Built"

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ConvergenceCoaching Web Seminar Target Account Selling to Close More ‘A’ Clients

July 17, 2012 @ 12:00 am - 11:59 pm EDT
Virtual United States
$39.00

Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically closing engagements that use resources and may not be best for the firm. During this web seminar, we’ll explore ideas to help you be more strategic in your business development efforts and engage in target account selling activities. Upon completion of this session,…

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AGN Partner Development Academy Webinar Series

July 17, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Tamera Loerzel will be teaching Target Account Selling to Close More 'A' Clients  

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AICPA NAAATS Conference 2012

July 19, 2012 - July 20, 2012
Swiss Hotel Chicago Chicago, IL United States + Google Map

Jennifer Wilson will teach a session on Succession Planning - Preparing Your Firm to Succeed Without You on July 20, 2012 from 11:15 am - 12:30 pm

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CPA Leadership Institute Webinar How to Make a Niche Work for Your Firm

July 19, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Explore the challenges and opportunities of successful niche creation. All niches can be profitable if done right. A Live 100 Minute Webinar - 2 CPE Credits July 19, 2012 - 2 PM ET

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CPA Leadership Institute Webinar Driving Partner Performance and Accountability

July 24, 2012 @ 2:00 pm - 3:30 pm EDT

In this session, we'll explore: The importance of performance feedback and what effective performance feedback looks like The “barriers” that keep us from providing effective feedback Strategies for discussing difficult performance issues How to “talk straight” when performance expectations aren't being met Ways to get to the “root cause” of performance or behavior issues Methods and language to enable you to inspire others to improve A Live 100 Minute Webinar - 2 CPE Credits July 24, 2012 - 2 PM…

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August 2012

ConvergenceCoaching Web Seminar Using LinkedIn To Develop Business

August 7, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Most of us have jumped in and have built a profile on LinkedIn, the popular professional social networking platform. But we may not be maximizing our use of the platform to maximize our business development efforts or producing real results from it yet. In this session, we’ll explore a few “cash free” strategies to put LinkedIn to work for you, including: • Mining the connections of others to identify potential referrals and develop new business • Managing your “brand” by…

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AICPA E.D.G.E. Conference

August 8, 2012 - August 10, 2012
Rosen Shingle Creek Orlando, FL United States + Google Map

Jennifer Wilson will be teaching on August 9 Being A Great Leader Today How To Manage Conflict Successfully  

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Transformational Leadership Program In Person Workshop

August 21, 2012 - August 22, 2012
DoubleTree Irvine Spectrum, 90 Pacifica
Irvine, CA United States
+ Google Map
Free

 

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CPA Leadership Institute Webinar Reward Partner Performance and Contribution

August 22, 2012
Virtual United States + Google Map

Even though some may want to focus on “fixing” partner compensation first, the last element of developing partner performance and accountability is rewarding performance. A properly designed and well-thought-out partner compensation system can drive desired behaviors and inspire your partner group to achieve high performance. Likewise, a poorly designed system will drive unwanted behaviors and discourage a one firm culture. A Live 100 Minute Webinar - 2 CPE Credits August 22, 2012 - 2 PM ET

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September 2012

Association for Accounting Administration Washington Chapter

September 19, 2012 @ 8:00 am - 5:00 pm EDT

Jennifer Wilson will teach a session on September 19, 2012 in Renton, WA on Growing and Managing Your Firm Strategically

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Kansas Society of CPAs Women Leadership Conference

September 21, 2012 @ 8:00 am - 5:00 pm EDT

Jennifer Wilson will speak on September 21, 2012 in Overland Park, KS on the topic of Women as Powerful and Effective Communicators.

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CC, LLC Webinar – Taking Your Niches to The Next Level

September 25, 2012 @ 11:30 am - 12:45 pm EDT
Virtual United States + Google Map
$39.00

Tamera Loerzel and Jennifer Wilson will be teaching Taking Your Niches To The Next Level Building specialized expertise has been the goal of practitioners for decades, yet few firms develop and become known for truly deep, successful niches. To achieve success in your firm’s niche industries or specialty services, you need to apply strategic insight, strong marketing execution and leverage operations across the firm. Attend this session to discuss the keys to enhancing your industry or specialty service practice including:…

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October 2012

South Carolina Association of CPAs Women in Leadership Conference

October 18, 2012
Embassy Suites Columbia, SC United States + Google Map

Tamera Loerzel will teach one session on October 18 on Four Secrets for Developing Your Sphere of Influence and Developing Business  

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AICPA Women’s Global Leadership Summit

October 18, 2012 @ 10:15 am - 11:00 am EDT
Taj Hotel Boston, MA United States + Google Map

Jennifer Wilson will speak on October 18, 2012 in Boston, MA on the topic of Strategies for Managing Conflict.

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AGN Partner Development Academy Webinar Series

October 18, 2012 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Tamera Loerzel and Jennifer Wilson will be teaching Trust Developing It, Repairing It and Maintaining It  

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MSI Global Alliance International Conference

October 22, 2012 @ 8:00 am - 5:00 pm EDT
Fairmont Miramar Hotel Santa Monica, CA United States + Google Map

Jennifer Wilson will teach a session on Is Your Firm Old School or Cool

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North Carolina Association of CPAs Professional Women’s Conference

October 23, 2012

Tamera Loerzel will speak on October 23, 2012 in Greensboro, NC on the topics of Four Secrets for Developing Your Sphere of Influence and Developing Business and Five Winning Strategies Every Woman Professional Should Know.

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Upstream Academy Best Practices Conferences

October 25, 2012 - October 26, 2012
Conrad Chicago, 521 North Rush Street
Chicago, IL United States
+ Google Map

Jennifer Wilson will teach two sessions on October 25, 2012 on Abandon Parity: Rewarding Your Top Performers Not the Same Old, Same Old: Delivering Meaningful Performance Evaluations

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Digital CPA: 2012 CPA2Biz Cloud User Conference

October 28, 2012 - October 30, 2012

Jennifer Wilson will teach three sessions on October 30, 2012 on Bridge Generational Differences - Within the Firm and With Clients What is Your Firm's Learning Strategy? - New Research Findings & Best Practices Closing General Session - Bringing it All Together Now - Building Your 90-Day Implementation Plan

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November 2012

AICPA PCPS Human Capital Forum & HR Networking Group

November 8, 2012 - November 9, 2012
Mokara Hotels & Spas, 212 W. Crockett Street
San Antonio, TX United States
+ Google Map

Jennifer Wilson will teach one session on November 8, 2012 on Making a Strategic Difference in Your Firm

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CPA Leadership Institute Webinar CPA Firm Success Metrics: Understanding Practice Economics

November 8, 2012 @ 2:00 pm - 3:40 pm EDT
Virtual United States + Google Map

Ensuring your firm's profitability is essential in today's economy, but the professional services business model isn't that intuitive. This session will help attendees get their arms around the various “levers” in their practices that influence profitability and success. A Live 100 Minute Webinar - 2 CPE Credits November 8, 2012 - 2 PM ET http://www.cpaleadership.com/public/CPA_Firm_Success_Metrics_Understanding_Practice_Economics.cfm

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ConvergenceCoaching Web Seminar

November 20, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Tamera Loerzel and Jennifer Wilson will be teaching Elevating Your Client Accounting Practice  

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Massachusetts Society of CPAs – New England Practice Management Conference

November 28, 2012 - November 30, 2012
MGM Conference Center and Casino, 39 Norwich Westerly Rd.
Ledyard, CT 06339 United States
+ Google Map

Jennifer Wilson will teach two sessions on November 30, 2012 on Transforming Old School to Cool Embracing Social Media in Your Firm

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December 2012

ConvergenceCoaching Web Seminar

December 18, 2012 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Tamera Loerzel will be teaching Busy Season Survival Strategies Spring busy season is just around the corner! Attend this session to explore organizational, accountability, communication, employee engagement and stress management strategies to ensure that your busy season is your very best ever!  

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Holiday Closing

December 22, 2012 - January 6, 2013

Happy Holidays!  To celebrate the joy of this season and honor our hard-working team at ConvergenceCoaching, we will close our offices from December 22 through January 6, officially reopening for business on Monday, January 7, 2013.   In the event of an emergency, please contact our main office number at (402) 933-2900.  A member of our team will be checking this voice mailbox daily on December 27, 28, and 31 and January 2, 3, and 4.  We appreciate your support of…

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January 2013

AGN Partner Development Academy Webinar Series

January 10, 2013 @ 2:00 pm - 3:30 pm EDT
Virtual United States + Google Map

Tamera Loerzel and Jennifer Wilson will be teaching Talking Straight to Drive Change  

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The Twelve Questions Rising Stars Ask About the Path to Partner

January 30, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39

Are you engaging the entrepreneurial, energetic young leaders in your firm? These up-and-comers are passionate about their careers and their firms, and they want to know: What can I expect on the path to partner? Failure to answer these questions raises the risk of you losing your best and brightest stars. Attend this session to learn how to provide direction and develop your most important people as we explore: Differentiating your firm by providing clear answers to the dozen most…

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February 2013

ConvergenceCoaching Web Seminar – Creating a Culture of Fun

February 26, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Tamera Loerzel and Jennifer Wilson will be teaching Creating a Culture of Fun  

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April 2013

Leading Edge Alliance

April 19, 2013

Jennifer Wilson will teach two sessions on April 19, 2013  

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ConvergenceCoaching Web Seminar: How Does Your Firm Stack Up

April 23, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$39.00

Jennifer Wilson and Tamera Loerzel will teach "How Does Your Firm Stack Up - 2012 Benchmarking Surveys" on April 23, 2013  

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BDO Leadership Conference

April 29, 2013 - May 1, 2013

Tamera Loerzel and Jennifer Wilson will be teaching Is Your Firm Old School or Cool Gaining Sales Confidence As You Become a Business Development Black Belt  

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CPA Academy Web Seminar

April 30, 2013 @ 3:00 pm - 4:30 pm EDT
Virtual United States

Michelle Baca will be teaching Delivering Transformative Feedback to Your Team  

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May 2013

CPA Academy Web Seminar

May 7, 2013 @ 3:00 pm - 4:30 pm EDT
Virtual United States

Tamera Loerzel will be teaching Using LinkedIn to Develop Business  

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Pennsylvania Institute of CPAs Women’s Conference

May 15, 2013
Penn State Great Valley Conference Center Building, 30 East Swedesford Road
Malvern, PA 19355 United States
+ Google Map

Tamera Loerzel will be teaching Five Winning Strategies Every Woman Professional Should Know Overcoming the Seven Deadly Sins of Delegation  

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Massachusetts Society of CPAs Soft Skills Workshops

May 16, 2013 - May 17, 2013

Tamera Loerzel will be teaching the following four workshops: Effective Business Writing for Busy Professionals, Thursday, May 16th Enhancing Your Networking and Social Media Skills, Thursday, May 16th Powerful Delegation: How to Empower & Develop Others, Friday, May 17th Talking Straight to Drive Change: Learn to Conduct Difficult or Crucial Conversations Successfully, Friday, May 17th  

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PKF North America Firm Management Conference

May 21, 2013

Jennifer Wilson will be teaching The Top Three Factors That Will Affect Your Firm's Future Taking a Deeper Dive into Today's Trends  

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ConvergenceCoaching Web Seminar: The Twelve Questions You Should Ask Your Rising Stars

May 21, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be teaching this valuable session. With the impending change in our leadership teams over the next decade, it’s imperative that you identify your future partners and understand their hopes, dreams, and expectations. Doing so will give your leadership team the opportunity to learn about your firm’s rising stars and make decisions and plans to engage them as the future leaders for your firm. In this session, we’ll explore: The 12 questions you should ask your rising stars…

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June 2013

Transformational Leadership Program 2013-2014

June 1, 2013
$3995.00

Enroll your managers, principals/directors, and new partners in the ConvergenceCoaching Transformational Leadership Program (TLP) to transform them into your firm's future leaders. This year-long, in-depth program is designed to help your future leaders honestly identify their strengths and areas for improvement, develop strategies and skills to drive performance improvements, and prepare them to take on meaningful roles in leading and managing your firm. For a full year, each TLP participant will engage in: In-depth assessments including self-examination, input from their…

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ConvergenceCoaching Web Seminar: Close More Business With a Consistent Sales Pipeline Process

June 4, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Tamera Loerzel for this beneficial web seminar. You may know that having a sales pipeline is a best practice to manage and close new engagements for your firm. You may even have a sales pipeline in place. Implementing a sales pipeline and managing a true sales process in your firm is essential to identifying real sales opportunities, ensuring the right people on your side shepherd each opportunity, and ultimately closing more business. Attend this web seminar where you will…

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CPA Leadership Institute Web Seminar

June 4, 2013 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Tamera Loerzel will be teaching Managing Conflict Successfully  

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CPA Academy Web Seminar

June 6, 2013 @ 3:00 pm - 4:30 pm EDT
Virtual United States

Tamera Loerzel and Jennifer Wilson will be teaching The Twelve Questions Rising Stars Ask About the Path to Partner  

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AICPA Emerging Partner Summit

June 9, 2013

Jennifer Wilson will be teaching Leadership Distinctions that Will Transform Your Firm's Performance  

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AICPA Practitioners Symposium/Tech+ Conference and 2013 AAM Summit

June 10, 2013 - June 12, 2013

Jennifer Wilson will be teaching How to Make Anytime, Anywhere Work (flex schedules) Women's Leadership - A Candid Conversation Managing Scope: The Art of Saying No, Not Now  

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Enterprise Worldwide Annual Symposium 2013

June 13, 2013
Hutton Hotel Nashville, TN United States

Jennifer Wilson will be teaching Abandon Parity: Rewarding Your Top Performers Is Your Firm Old School or Cool?  

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Association for Accounting Administration National Practice Management Conference

June 18, 2013

Jennifer Wilson will be teaching HR Fly-in: Providing HR Leadership Amid a Sea of Change  

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Wyoming Society of CPAs Retreat

June 18, 2013 @ 12:30 pm - 7:30 pm EDT

Tamera Loerzel will be teaching Planning for Your Future by Creating a Culture of Ownership  

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Emerging Partner Training Forum

June 24, 2013

Jennifer Wilson will be teaching Managing Difficult Conversations Successfully  

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CPA Leadership Institute Web Seminar

June 25, 2013 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Jack Lee will be teaching Setting Partner Expectations to Drive Performance  

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July 2013

Transformational Leadership Program Web Seminar

July 16, 2013 @ 11:00 am - 1:00 pm EDT
Virtual United States

Tamera Loerzel and Jennifer Wilson will be teaching Understanding Diverse Personalities  

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CPA Leadership Institute Web Seminar

July 16, 2013 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Jack Lee will be teaching Driving Partner Performance and Accountability with Feedback and Straight Talk  

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ConvergenceCoaching Web Seminar

July 23, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Jennifer Wilson and Tamera Loerzel will be teaching Best Practices in On-Campus Recruiting Developing a high-performance team requires a steady flow of new, bright recruits. To attract them, you have to continually evolve and refine your firm’s on-campus recruiting strategies. Attend this panel session to hear the real-life, on-campus recruiting strategies of CPA firm HR professionals and explore: How they choose which campuses to target Methods they use to lead, manage and staff their on-campus recruiting effort What positioning strategies…

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August 2013

ConvergenceCoaching Transformational Leadership Program Workshop 1

August 5, 2013 - August 6, 2013

Tamera Loerzel and Jennifer Wilson will facilitate the TLP Workshop on Learning to Truly Lead by Example. In this workshop we will: Enhance your ability to manage change within your firm and your life by understanding the psychology and mechanics of change, how to adapt to continuous change yourself, and methods for moving others you're leading along the change adoption curve Identify the four dimensions of transformational leadership behaviors and the difference between transformational and transactional leadership Learn a methodology…

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AICPA E.D.G.E. Conference

August 7, 2013
Sheraton Austin Hotel at the Capitol Austin, TX United States

Tamera Loerzel will be teaching Five Winning Strategies Every CPA Professional Should Know Four Secrets for Developing a Powerful Sphere of Influence  

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CPA Academy Web Seminar

August 8, 2013 @ 3:00 pm - 4:30 pm EDT
Virtual United States

Michelle Baca will be teaching Delivering Transformative Feedback to Your Team  

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ConvergenceCoaching Web Seminar

August 13, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be teaching Virtual Work Teams Win The Race! Impending succession is causing a labor shortage. Firms with engaging environments will win in the recruiting-and-retention race. Attend this session to explore how firms are making the shift to support virtual work environments. We’ll discuss various elements of virtual work including: Gaining buy-in to pilot virtual work teams Managing expectations -- yours, theirs and the clients' Communicating and holding team members accountable Technology implications If your firm is challenged…

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CPA Academy Web Seminar

August 13, 2013 @ 3:00 pm - 4:30 pm EDT
Virtual United States

Tamera Loerzel and Jennifer Wilson will be teaching The Twelve Questions Rising Stars Ask About the Path to Partner  

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CPA Leadership Institute Web Seminar

August 20, 2013 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Tamera Loerzel will be teaching Managing Conflict Successfully  

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September 2013

CPA Academy Web Seminar

September 19, 2013 @ 3:00 pm - 4:30 pm EDT
Virtual United States

Tamera Loerzel will be teaching Using LinkedIn to Develop Business  

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ConvergenceCoaching Web Seminar

September 24, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be teaching Talking Straight to Drive Change Our roles as leaders and managers are filled with opportunities to manage, or avoid, conflict and talking straight. However, well-managed conflict can promote change and create opportunities in your firm. Attend this course to gain confidence in managing conflict and: Identify your current conflict management style Understand the underlying causes of conflict situations Learn an eight-step strategy for handling conflict situations more strategically and with more success Leave this session…

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CPACA Signature Speakers Series Webinar

September 24, 2013 @ 3:30 pm - 4:45 pm EDT
Virtual United States + Google Map

Developing a Learning Culture is a journey that is not something that firms can dabble in today. Learning is an essential cultural characteristic according to the 2012 CPA Consultants’ Alliance Leadership survey, which indicates that top talent expect to expand their knowledge as they develop their career. The quest to develop a learning culture is far more than simply supporting CPE requirements; it is a combination of technical, leadership, management and technology training paired with experiential learning and coaching opportunities…

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October 2013

PKF North America 2013 Business Development & Marketing Conference

October 28, 2013 @ 8:30 am - 2:30 pm EDT

Jennifer Wilson will be teaching the following session: Driving Growth by Playing to Your Leaders' Strengths

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ConvergenceCoaching Web Seminar

October 29, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be teaching It's All About Your People (Again)! As we begin to experience an economic lift and organizations focus on growth, it’s time again to look at your vital people programs. Public accounting professionals have plenty of other options and the confidence to pursue them. What can you do to ensure your best and brightest are engaged? Re-recruit them! In this session, we’ll explore strategies to engage your existing team members by: Ensuring your firm has a…

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November 2013

CPA Leadership Institute Web Seminar

November 14, 2013 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Jack Lee will be teaching Understanding CPA Firm Success Metrics  

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INPACT Americas Partners Forum Fall

November 15, 2013

Jennifer Wilson will be teaching the following sessions: What's Your Vision for the Future Developed Your Vision...Now What? Firm Governance, Buy Ins, Buy Outs, and Your Partner Agreement

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Digital CPA: 2013 CPA2Biz Cloud User Conference

November 21, 2013 - November 22, 2013

Jennifer Wilson will be teaching the following sessions: Change Management Strategies for the Firm, Staff, and Clients Using Generational Intelligence to Enhance Your Digital Engagements Bringing it All Together--Leaving with an Actionable Plan Use the code DCPA30 to receive a 30% discount on your registration! This discount cannot be combined with any other discount and will expire on November 1, 2013.

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December 2013

ConvergenceCoaching Transformational Leadership Program Workshop 2

December 3, 2013 - December 4, 2013
Fort Worth Chapter Training Facility, 550 Bailey Ave, Ste 225
Fort Worth, TX 76017 United States

Tamera Loerzel and Jennifer Wilson will facilitate the TLP Workshop on "Becoming a Great Business and People Developer." Some examples of topics we will cover include: Defining the kind of marketer and business developer you are committed to be Learning about personal marketing activities that build your personal brand and the firm's brand including networking and association involvement, speaking and teaching, article writing, and online social networking Gaining confidence in targeting specific prospects, outreaching to strangers, and asking for opportunities…

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ConvergenceCoaching Web Seminar

December 18, 2013 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Jennifer Wilson will be facilitating Moving to an Anytime, Anywhere Workplace: A Panel Discussion This panel session will discuss the insights of fellow CPAs who are pioneering virtual work teams, flexible work programs and virtual client service. In this session, we’ll discuss the approaches that work and lessons learned when: Managing a more virtual audit model Employing virtual team members Serving clients remotely Supporting team members in working non-traditional schedules Attend this session to see how your firm can make…

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February 2014

Web Seminar: Panel Discussion: Developing Your Future Leaders

February 4, 2014 @ 11:00 am - 12:30 pm EDT
Virtual United States
$39.00

Join us for a panel discussion on the topic of Developing Your Future Leaders. Developing your up-and-comers is key to ensuring the future of your firm. Many firms can identify their stand-out team members, but they don’t make the effort to enhance the strengths and weaknesses of these future leaders so that they can lead others and lead practice areas. In this session, join us and a panel of guest practitioners as we discuss: How leadership development is being managed…

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April 2014

Web Seminar: Benchmarking Your Firm

April 24, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be facilitating How Does Your Firm Stack Up: Benchmarking Your Firm While you don't run your practice based exclusively on statistics, benchmarking data does provide some interesting insights that can help you and your firm's leaders identify trends and explore new opportunities. Attend this web seminar to explore important 2013 insights from the leaders in CPA firm benchmarking surveys, including INSIDE Public Accounting's National Benchmarking Report, The Rosenberg Survey, and AICPA's PCPS/TSCPA National MAP Survey. In this…

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May 2014

Oregon Society of CPAs Strategic Leadership Forum

May 1, 2014 - May 3, 2014

Jennifer Wilson will be facilitating the following sessions: Leading Change Amidst a Most Dynamic Market Paying it Forward: The Importance of Mentoring Others

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Wyoming Society of CPAs Young Professional Conference 2014

May 2, 2014

Tamera Loerzel will be facilitating a 1-day leadership workshop on the topic of Striving to be an Inspiring, Trusted Leader and Communicator.

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2014 BDO Seidman Alliance Conference

May 5, 2014 - May 7, 2014

Tamera Loerzel and Jennifer Wilson will be teaching the following sessions: Great Firms Have a Vision For The Future! What’s Yours? The Top Three Factors Affecting Your Firm’s Future Successful Lead Generation Strategies Succession Planning: Preparing Your Firm to Succeed Without You

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Web Seminar: Seven Rainmaking Realms to Drive Growth This Summer

May 13, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Jennifer Wilson will be facilitating Seven Rainmaking Realms to Drive Growth This Summer: As you emerge from the spring busy season, now is the ideal time to establish your summertime rainmaking goals. Attend this session to discuss seven rainmaking realms to consider as you identify your personal marketing plans for the balance of this year. During the session, we’ll explore a personal marketing activity progression that we’ve found works best with new and experienced marketers alike. Attend so that you…

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Pennsylvania Institute of CPAs Women’s Conference

May 14, 2014

Tamera Loerzel will be facilitating the following sessions: Managing Scope: The Art of Saying No Delivering Transformative Feedback to Your Team

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June 2014

Washington Society of CPAs Women’s Leadership Summit

June 3, 2014

Jennifer Wilson will be facilitating the following session: Becoming a Powerful Leader and Communicator

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Web Seminar: The Twelve Questions Rising Stars Ask About the Path to Partner

June 3, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be facilitating The Twelve Questions Rising Stars Ask About the Path to Partner: Are you engaging the entrepreneurial, energetic young leaders in your firm? These up-and-comers are passionate about their careers and their firms, and they want to know: What can I expect on the path to partner? Failure to answer these questions raises the risk of you losing your best and brightest stars. Attend this session to learn how to provide direction and develop your most…

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AICPA 2014 Practitioners Symposium and TECH+ Conference

June 9, 2014 - June 11, 2014

Jennifer Wilson will be teaching the following session: Time and Place Paradigms

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AAA 2014 National Practice Management Conference

June 16, 2014 - June 20, 2014

Jennifer Wilson will be teaching the following sessions: Human Resource Fly-In Session: It’s All About People – AGAIN! Human Resource Breakout Session

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INPACT Americas Partners Forum Spring 2014

June 18, 2014 - June 20, 2014

Jennifer Wilson will be teaching the following sessions: How Do You Stack Up?: Looking in the 2013 Benchmarking Rearview Mirror Clarifying Your Firm's 2014 Strategy Strategic Communications: Taking the Message Home

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New Mexico Society of CPAs Workshop

June 19, 2014

Michelle Baca will be facilitating Developing a Culture of Ownership and Accountability: In this course we will explore foundational attributes that will transform your ability to produce results, empower your team and develop structures and habits that will lead to positive results. You will learn how accountability, integrity, and ownership applied together can dramatically increase the functionality, effectiveness, and motivation of your team. Complete this workshop to: Explore the two foundations of accountability – integrity and ownership Gain a method…

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July 2014

CPAacademy Webinar: The Twelve Questions You Should Ask Your Rising Stars

July 2, 2014 @ 12:00 pm - 1:30 pm EDT
Virtual United States

Jennifer Wilson will be facilitating The Twelve Questions You Should Ask Your Rising Stars: With the impending change in our leadership teams over the next decade, it’s imperative that identify your future partners and understand their hopes, dreams, and expectations. Doing so will give your leadership team the opportunity to learn about your firm’s rising stars and make decisions and plans to engage them as the future leaders for your firm. In this session, we’ll explore: The 12 questions you…

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CPA Leadership Institute Webinar: Setting Partner Expectations to Drive Performance

July 9, 2014 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Jack Lee will be facilitating the following session: Setting Partner Expectations to Drive Performance

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Web Seminar: The Twelve Questions You Should Ask Your Rising Stars

July 22, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel will be facilitating The Twelve Questions You Should Ask Your Rising Stars: It’s imperative that you identify your future partners and understand their hopes, dreams and expectations so that your leadership team can make decisions and plans to engage them as future leaders for your firm. In this session, we’ll explore: The 12 questions you should ask your rising stars to really know them Areas where you can further develop your rising stars’ skills, appeal to their interests,…

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CPA Leadership Institute Webinar: Driving Partner Performance with Accountability and Feedback

July 23, 2014 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Jack Lee will be facilitating the following session: Driving Partner Performance with Accountability and Feedback

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August 2014

Web Seminar: Promoting Employee Wellness in Your Firm

August 12, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

We will be facilitating Promoting Employee Wellness in Your Firm: An Exploration: There’s a growing emphasis on work-life balance and ensuring employee welfare in today’s workplace. Encouraging the health and well-being of your people can truly differentiate your firm and healthy team members will produce more and remain with your firm longer. Attend this session to explore: The growing demand for changes in workplace wellness – including reasons why both your employees and your firm will benefit when you collaborate…

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Georgia Society of CPAs Southeastern Accounting Show

August 27, 2014 - August 28, 2014

Jennifer Wilson will be facilitating the following sessions: Succession Planning and the Art of Letting Go Gracefully Client Acquisition and Retention

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Web Seminar: Managing Tax Workflow

August 28, 2014 @ 3:30 pm - 4:45 pm EDT
Virtual United States
$39.00

Join Dustin Hostetler of Flowtivity for a web seminar on Managing Tax Workflow through Lean Techniques: Are you frustrated with never-ending bottlenecks, poor leverage and the constant need to micro-manage your firm’s tax workflow? Good news - you’re not alone and there is a better way. Participants in this webinar will learn five Lean Six Sigma techniques that are currently being applied in Tax workflow processes across the country to better manage the flow of tax work and create better…

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September 2014

South Dakota CPA Society Annual Meeting & Convention

September 16, 2014 - September 17, 2014

Jennifer Wilson will be facilitating the following sessions: Leading Change Amidst a Most Dynamic Market Developing a Culture of Leadership and Accountability

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CPAmerica International Firm Administration Roundtable

September 17, 2014 - September 18, 2014

Tamera Loerzel will be facilitating the following sessions: Engaging Your Best and Brightest Elevating Your Role to Support Your Firm Strategy

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Tennessee Society of CPAs Women’s Career Summit

September 23, 2014
Tennessee Society of CPAs, 201 Powell Place
Brentwood, TN United States

Jennifer Wilson will be teaching the following sessions: Five Winning Strategies Every Woman CPA Should Know Managing Your Priorities and Knowing When to Say No

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Web Seminar: Using LinkedIn to Develop Business

September 23, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Most of us have a profile on LinkedIn, the popular professional social networking platform. But we may not be using the platform to maximize our business development efforts and produce real results. In this session, we’ll explore a few “cost free” strategies to put LinkedIn to work for you, including: Mining the connections of others to identify potential referrals and develop new business Managing your “brand” by posting status updates, sharing events, posting job openings, and participating in group discussions…

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CPAacademy Webinar: Close More Business With a Consistent Sales Pipeline Process

September 23, 2014 @ 3:00 pm - 4:30 pm EDT
Virtual United States

Tamera Loerzel will be facilitating Close More Business With a Consistent Sales Pipeline Process: You may know that having a sales pipeline is a best practice to manage and close new engagements for your firm. You may even have a sales pipeline in place. Implementing a sales pipeline and managing a true sales process in your firm is essential to identifying real sales opportunities, ensuring the right people on your side shepherd each opportunity, and ultimately closing more business. After…

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October 2014

Web Seminar: Advanced Recruiting Ideas To Drive Practice Growth

October 21, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Finding the best and brightest can be a challenge in any market, but with today’s talent shortage, it’s harder than ever. Attend this session to learn real-life recruiting strategies, garnered from our work with some of the best HR professionals in accounting, to help elevate your recruiting efforts and enable you to source both on-campus and experienced hires more effectively. In this discussion, we’ll explore: Positioning your firm as unique, special and different Using social media to identify experienced hire…

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November 2014

CPA Leadership Institute Webinar: CPA Firm Success Metrics: Understanding Practice Economics

November 6, 2014 @ 12:00 pm - 1:40 pm EDT
Virtual United States

Jack Lee will be facilitating the following session: CPA Firm Success Metrics: Understanding Practice Economics

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New England Practice Management Conference

November 19, 2014 - November 21, 2014
Mohegan Sun Uncasville, CT United States

Jennifer Wilson will be facilitating the following sessions: How High-functioning is Your Firm? Developing a Culture of Ownership and Accountability

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December 2014

Information Technology Alliance 2014 Collaborative

December 7, 2014 - December 9, 2014
Gaylord National Resort National Harbor, MD United States

Jennifer Wilson will be facilitating the following session: People Plan: Your Most Important Plan Toward Success

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2014 Digital CPA Conference

December 8, 2014 - December 10, 2014
Gaylord National Hotel and Convention Center Washington, DC, VA United States

Jennifer Wilson will be facilitating the following session: Driving Change Through Strategic Firm-Wide Communications

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ConvergenceCoaching Webinar: Women Who Win: Strategies for Ensuring Career Success

December 18, 2014 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel and Brianna Marth will be facilitating Women Who Win: Strategies for Ensuring Career Success: The corporate world has made huge strides in the representation of both genders, however, leadership still lags. While just under half of new CPAs are women, not quite a fifth of women in the public accounting profession hold partnership positions. It can be challenging to pinpoint a definitive answer to why more women haven’t climbed the ladder. That’s why it’s important to consider a…

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January 2015

ConvergenceCoaching Webinar: Busy Season Survival Strategies

January 13, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Tamera Loerzel and Brianna Marth will be facilitating Busy Season Survival Strategies: Busy season is a time when effective communication and efficiency is vital, but that isn’t so easy with increased workloads and pressure. Attend this session to explore accountability, communication, employee engagement, and stress management strategies. You will learn: Ways to mitigate pressure during peak busy periods How to use time management, communication, and personal and organizational stress management strategies Tactics for managing expectations with family members and personal…

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February 2015

ConvergenceCoaching Webinar: Build a Future-Ready Firm with Anytime, Anywhere Work (ATAWW)

February 19, 2015 @ 11:00 am - 12:30 pm EDT
Virtual United States
$39.00

Join us for a virtual panel session entitled, Build a Future-Ready Firm with Anytime, Anywhere Work (ATAWW): The ability to work from anywhere and at any time is becoming a key characteristic of forward-thinking firms and is demanded by the next generation talent that most firms want to recruit and retain. Flexible work programs, moving away from dictating where work takes place and integrating anytime, anywhere workers with traditional workers has created a “Wild, Wild West” for HR professionals and…

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March 2015

Pennsylvania Institute of CPAs Women’s Conference

March 13, 2015 @ 7:45 am - 4:10 pm EDT
Penn State Great Valley Conference Center Building, 30 East Swedesford Road
Malvern, PA 19355 United States

Tamera Loerzel will facilitate the following sessions at the PICPA Women's Conference: Leading Change in a Dynamic Market Understanding Diverse Personalities

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April 2015

ConvergenceCoaching Webinar: Driving Change Through Strategic Firm-Wide Communication

April 28, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Jennifer Wilson will facilitate Driving Change Through Strategic Firm-Wide Communication: Today’s organizations must navigate ever-accelerating change in standards, technology, mobility, talent, succession, consolidation, globalization, values and norms, and more. To successfully manage dramatic change, leaders must strategically design, execute, and communicate their strategies with the same focus and intention that they spend conceiving of the planned change. In this session, prepare to drive your firm’s change initiatives by: Learning the elements of a strategic communications plan Identifying the stakeholders and…

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May 2015

2015 BDO Alliance USA Conference

May 4, 2015 - May 6, 2015

If you firm is a member of the BDO Alliance, join Jennifer Wilson and Tamera Loerzel for the following sessions at the 2015 BDO Alliance USA Conference: Effectively Transition Clients Hot Marketing Ideas That Generate Opportunities Creating a True Business Development Culture

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PICPA Women’s Conference

May 13, 2015 @ 7:45 am - 4:10 pm EDT
Penn State Great Valley Conference Center Building, 30 East Swedesford Road
Malvern, PA 19355 United States

Tamera Loerzel will facilitate two sessions at the Pennsylvania Institute of CPAs Women's Conference: Leading Change Amidst A Most Dynamic Market The only constant is that everything changes. And the rate of change is accelerating as never before. Leaders ability to manage change within your organization and life is enhanced by understanding the psychology and mechanics of change, how to adapt to continuous change yourself, and methods for moving others you’re leading along the change adoption curve. In this interactive…

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ConvergenceCoaching Web Seminar: Personal Marketing Strategies for Summer

May 14, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Jennifer Wilson and Brianna Marth on May 14, 2015 at 11am ET for a web seminar on Personal Marketing Strategies for Summer: Your personal “brand” is the way that you package and present your knowledge, skills and abilities and is very important in developing trust with clients as their advisor. The upcoming summer months are a perfect time to enhance your brand through your own personal marketing activities. In this session, we’ll explore several brand-building ideas, including: The power…

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WYOCPA Young Professionals Workshop

May 27, 2015 @ 8:00 am - 3:30 pm EDT
Best Western Ramkota Hotel, 800 North Poplar
Casper, WY 82601 United States

Michelle Baca will facilitate Enhancing Your Professional and Personal Performance at the Wyoming Society of CPAs Young Professionals Workshop: This workshop is designed to enhance the self-awareness, focus, group management and time management skills that you need to achieve success. When you attend this event, you will learn tangible methods to enhance your organizational and accountability skills to be more productive and deliver results. During this workshop, we will: Explore the three critical leadership attributes that build trust in your…

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WYOCPA Emerging Leaders Workshop

May 27, 2015 @ 8:00 am - 3:30 pm EDT
Best Western Ramkota Hotel, 800 North Poplar
Casper, WY 82601 United States

Tamera Loerzel will facilitate Deepening Client Relationships at the Wyoming Society of CPAs Emerging Leaders Workshop: Most of us would say that we’re committed to 100% client referenceability and client relationships that last a lifetime. Yet we often find ourselves caught up in the day-to-day of service delivery and the proactive activities of understanding our clients’ longer-range objectives often falls to the “when I have time” list. In this highly interactive, workshop-style session, we’ll explore the market dynamics that make…

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June 2015

ConvergenceCoaching Webinar: Practical How To Strategies for Anytime, Anywhere Work Programs

June 4, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Talent-rich firms will move away from the time and place paradigm and embrace virtual and flexible work programs. In this session, you’ll learn how to make the business case to your partners, as well as gain valuable insight into how-to strategies for developing a culture that truly embraces the flexible spirit and results orientation of anytime, anywhere work (ATAWW). Join us at 11:00am ET on June 4th where we'll we discuss: The philosophical changes required to create a truly flexible…

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AICPA Practitioners Symposium and Tech+ Conference

June 7, 2015 - June 10, 2015
Walt Disney World Swan and Dolphin Resort Orlando, FL United States

Join Jennifer Wilson at the Practitioners Symposium and Tech+ Conference in Orlando, FL.

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AAA 2015 National Practice Management Conference

June 7, 2015 - June 10, 2015
Walt Disney World Swan and Dolphin Resort Orlando, FL United States

Join Jennifer Wilson at the Association for Accounting Administration (AAA) 2015 National Practice Management Conference in Orlando, FL.

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AAA & PCPS Human Capital Forum & Fly-In

June 10, 2015 @ 12:30 pm - June 11, 2015 @ 12:30 pm EDT
Walt Disney World Swan and Dolphin Resort Orlando, FL United States

Jennifer Wilson will facilitate the Association for Accounting Administration (AAA) AAA & PCPS Human Capital Forum & Fly-In in Orlando, FL. Join the interactive discussions on the topic of: "Culture and People Matter Most."

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WYOCPA Annual Membership Retreat

June 16, 2015 - June 17, 2015
Unnamed Venue Laramie, WY United States

Join Jack Lee for the Wyoming Society of CPAs Annual Membership Retreat. He will facilitate the following sessions: Reframe Common Generational Complaints to Breed Success Put Your Sphere of Influence to Work For You to Grow Your Organization

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INPACT Americas Partners Forum Spring

June 17, 2015 - June 19, 2015
Unnamed Venue St. Louis, MO United States

Join Jennifer Wilson at the INPACT Americas Partners Forum Spring in St. Louis, MO. She will be facilitating two sessions: Economic Data Survey Five Sure Fire Ways to Grow Your Top Line

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AICPA Emerging Partner Training Forum

June 18, 2015 - June 19, 2015
AICPA New York, NY United States

Join Jennifer Wilson at the AICPA Emerging Partner Training Forum in New York, NY.

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MICPA Certificate Leadership Development Program Workshop 1

June 18, 2015 - June 19, 2015
Unnamed Venue MI United States

ConvergenceCoaching will facilitate the MICPA-ConvergenceCoaching Leadership Development Program (LDP) Workshop 1 on the topic of Learning to Truly Lead by Example. The MICPA-ConvergenceCoaching Leadership Development Program (LDP) is a two-year program offered to Western Region Michigan firms that will take participants through a variety of leadership and communications, people development, marketing and planning skills building and one-one-coaching to elevate them to the next level of contribution. Class size is limited to 25 participants and the program kicks off with events…

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July 2015

CPA Leadership Institute Webinar: Setting Partner Expectations to Drive Performance

July 9, 2015 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Join Jack Lee for a session entitled, "Setting Partner Expectations to Drive Performance." Session Description: This program will develop understanding of the importance of “ownership” in driving firm initiatives forward, gaining insight on the “link” between written partner role descriptions and execution of your firm's strategy, getting better and more effective at partner goal setting, and a “return and report” process to support achievement of agreed upon goals and strategies.

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Web Seminar: Common Generational Complaints – Part 1, For Firm Leaders

July 20, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join us for part one of a two-part webinar series where we explore common generational complaints and strategies to reframe those complaints that will enhance collaboration, identify areas of opportunity and reach a higher level of success. In, "Firm Leaders: Reframe Common Generational Complaints to Breed Success," we'll explore the topic from the leadership perspective. Session Description: We’re hearing a lot about the younger generation and the impact they’re creating in the workplace. It can be easy for firm leaders…

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CPA Leadership Institute Webinar: Driving Partner Performance with Accountability and Feedback

July 21, 2015 @ 1:00 pm - 2:40 pm EDT
Virtual United States

Join Jack Lee for a session entitled, "Driving Partner Performance with Accountability and Feedback ." Session Description: Strategies for discussing difficult performance issues: How to “talk straight” when performance expectations aren't being met, ways to get to the “root cause” of performance or behavior issues, and methods and language to enable you to inspire others to improve.

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August 2015

Web Seminar: Common Generational Complaints – Part 2, For Up-and-Coming CPAs

August 11, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join us for part two of a two-part webinar series where we explore common generational complaints and strategies to reframe those complaints that will enhance collaboration, identify areas of opportunity and reach a higher level of success. In, "Up-and-Coming CPAs: Reframe Common Generational Complaints to Breed Success," we'll explore common challenges or complaints from the up-and-coming generation's perspective. Session Description: At times it may seem like there’s a generational crevasse when it comes to working and practice management styles. Growing…

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September 2015

Sageworks ProfitCents Webinar: Effectively Transition Clients

September 2, 2015 @ 2:00 pm - 3:15 pm EDT
Virtual United States

Join Renee Moelders and Brianna Marth on Wednesday, September 2 at 2:00 PM ET for a web seminar on Effectively Transition Clients: CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective client transition. Attend this session to discuss answers to the four most common client transition questions retirees – and other firm leaders - ask:…

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Web Seminar: Developing a Culture of Ownership and Accountability

September 22, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders on Tuesday, September 22 at 11:00 AM ET for a web seminar on Developing a Culture of Ownership and Accountability: In this course we will explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership applied together can dramatically increase the functionality, effectiveness, and motivation of your team. Complete this course to: Explore the two foundations of accountability – integrity and ownership Gain a method for taking ownership of…

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KSCPA “20 Up to 40” and Emerging Leaders Workshops

September 24, 2015 - September 25, 2015
Unnamed Venue Overland Park, KS United States

Join Jennifer Wilson and Tamera Loerzel the Kansas Society of CPAs “20 Up to 40” and Emerging Leaders Workshops where they will facilitate the following sessions: Effective Communication and Meeting Skills Reframing Common Generational Complaints Four Winning Strategies Every CPA Should Know Embracing Social Media to Build Your Sphere of Influence Delivering Transformative Feedback to Your Team Anytime, Anywhere Work: Moving Away From the Time and Place Paradigm Effectively Transitioning Responsibility from One Generation to Another

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October 2015

Web Seminar: Managing Difficult Conversations Successfully

October 1, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders on Thursday, October 1 at 11:00 AM ET for a web seminar on Managing Difficult Conversations Successfully: Our roles as leaders and managers are filled with opportunities to manage, or avoid, conflict. However, well-managed conflict can promote change and create opportunities in your firm. Attend this course to gain confidence in managing conflict in your life and learn how to: Identify your current conflict management style Understand the underlying causes of conflict situations Learn a strategy for…

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PKF North America 2015 Canadian Partners’ Conference

October 5, 2015
Unnamed Venue Vancouver, British Columbia Canada

Join Jennifer Wilson at the PKF North America 2015 Canadian Partners’ Conference.

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Web Seminar: Effectively Transitioning Clients

October 22, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders and Brianna Marth on Thursday, October 22 at 11:00 AM ET for a web seminar on Effectively Transitioning Clients: CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective client transition. Attend this session to discuss answers to the four most common client transition questions retirees – and other firm leaders - ask:…

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November 2015

Web Seminar: Master the Art of Time Management

November 4, 2015 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders on Wednesday, November 4 at 11:00 AM ET for a web seminar on Master the Art of Time Management: You can’t change the number of hours in a day, but you can find ways to use your time more efficiently. In this session, we will discuss methods for achieving peak performance. Armed with a strategy for tackling the things on your to-do list, you will be less overwhelmed, more focused, and more productive. Attend this session to:…

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MSCPA Emerging Leaders Summit

November 13, 2015 @ 8:45 am - 4:30 pm EDT
Unnamed Venue Boston, MA United States

Michelle Baca will facilitate the following sessions at the Emerging Leaders Summit: Being a Leader Regardless of Your Role Enhancing Your Networking Skills

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December 2015

2015 Digital CPA Conference

December 7, 2015 - December 9, 2015
Red Rock Casino Resort Spa Las Vegas, NV United States

Jennifer Wilson will facilitate the following sessions at the 2015 Digital CPA Conference: Build Your Sales Skills and Become a True Business Developer Client Retention and Cross Selling: Mining Gold in Your Own Backyard

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January 2016

Web Seminar: A Healthier, Happier You During Busy Season

January 12, 2016 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Renee Moelders and Brianna Marth on January 12 from 11am - 12:15pm ET for a session on achieving A Healthier, Happier You During Busy Season: Compressed work periods require extra effort to take care of yourself and keep up with your personal commitments and responsibilities. This coming busy season, take a proactive approach to achieving better harmony between work and life by joining us in this webinar where we’ll explore: Ways to collaborate and manage expectations at home and…

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Web Seminar: Navigating Challenging Client Relationships

January 28, 2016 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join Tamera Loerzel and Renee Moelders on January 28 from 11am - 12:15pm ET for a session on Navigating Challenging Client Relationships: We know that you appreciate your clients – the relationships, the opportunity to make a difference and the continued business you gain from them. We also know that not all clients are created equal and that some are more challenging to communicate and interact with than others. Take steps to better manage these more difficult client relationships so…

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February 2016

Web Seminar: Unlimited PTO: How Firms Are Managing This Emerging Benefit

February 25, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$39.00

Join Renee Moelders and Brianna Marth on Thursday, February 25 from 11am-12:15pm ET for a session on Unlimited PTO: How Firms Are Managing This Emerging Benefit. Several large organizations have recently announced their adoption of an “Unlimited PTO” vacation policy. You’re likely wondering how this type of policy works, what its merits are, and if (and how) it can be piloted in your firm. Attend this session to hear from selected firms who have implemented this policy and their experiences…

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April 2016

AICPA PCPS Large Firm Networking Group

April 25, 2016 - April 26, 2016
Unnamed Venue New York, NY United States

Jennifer Wilson will speak at the AICPA PCPS Large Firm Networking Group meeting on April 26, 2016 in New York, NY. This is a closed event for members only. Click here for more information on joining an AICPA PCPS networking group.

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AICPA PCPS Medium Firm Networking Group

April 28, 2016 - April 29, 2016
Unnamed Venue New York, NY United States

Jennifer Wilson will speak at the AICPA PCPS Medium Firm Networking Group meeting on April 28, 2016 in New Orleans, LA. This is a closed event for members only. Click here for more information on joining an AICPA PCPS networking group.

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May 2016

2016 BDO Alliance Conference

May 2, 2016 - May 4, 2016
The Cosmopolitan of Las Vegas, 3708 Las Vegas Boulevard South
Las Vegas, NV 89109 United States

Jennifer Wilson, Tamera Loerzel, and Brianna Marth will facilitate the following sessions at the 2016 BDO Alliance Conference: How to Sell Your Ideas, Services or Solutions Reframe Common Generational Complaints to Breed Success Strategies to Develop Leaders in Your Firm Developing Innovative Client Solutions to Make a Bigger Difference This is a closed event for BDO Alliance members only. Click here for more information on the benefits of being a BDO Alliance member.

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PICPA Womens Conference

May 11, 2016 @ 7:45 am - 4:10 pm UTC-5
Penn State Great Valley Conference Center Building, 30 East Swedesford Road
Malvern, PA 19355 United States

Michelle Baca will facilitate the following sessions at the Pennsylvania Institute of CPAs Women's Conference: Four Keys to Finding and Keeping Your Mojo at Work Get in the Zone: Strategies for Achieving Maximum Productivity and Performance

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Web Seminar: Moving Away From the Time and Place Paradigm

May 25, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$39.00

Join Jennifer Wilson and Renee Moelders on Wednesday, May 25 from 11am-12:15pm ET for a session on Moving Away From the Time and Place Paradigm: Increased talent competition requires new and innovative employee engagement strategies. At the top of the list for many is the ability to complete work at a time and place of our choosing whenever possible. Attend this session to explore steps to navigate away from “old school” notions toward a more time-and-place-independent work environment. We’ll discuss:…

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June 2016

AICPA Practitioners Symposium & Tech+ Conference

June 5, 2016 - June 8, 2016
Aria Las Vegas Las Vegas, NV United States

Jennifer Wilson will facilitate the following sessions at the AICPA Practitioners Symposium & Tech+ Conference: How High-functioning is Your Firm? Innovative Recruiting Ideas To Drive Practice Growth Emerging Partner Coaching Session

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Web Seminar: What Does it Take to Make Partner?

June 21, 2016 @ 11:00 am - 12:40 pm UTC-5
Virtual United States
$49.00

Join Tamera Loerzel on Tuesday, June 21 from 11am-12:40pm ET for a panel session on What Does it Take to Make Partner? Many professionals aspire to be named partner at their firm someday. If you are on the path to partner or desire to be, you probably have many questions, want to develop your skills, and aspire to make a bigger difference in your firm. That’s why you should join our panel of newer partners to learn about their journey…

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July 2016

Web Seminar: Why Positivity Matters to Your Leadership

July 12, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$39.00

Join Renee Moelders and Brianna Marth on Tuesday, July 12 from 11am-12:15pm ET for a session on Why Positivity Matters to Your Leadership: Positive and negative thinking are both contagious. Powerful leaders understand that focus, belief, and positive communication are all required to instill confidence and allow teams to produce incredible results. Attend this session to harness your own power of positive thinking and learn: How your inner dialogue can be trained to empower and inspire you – even though…

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Upstream Academy HeadWaters 2016 Conference

July 14, 2016 - July 15, 2016
Grand Hyatt Denver, 1750 Welton Street
Denver, CO United States
+ Google Map

Jennifer Wilson will present, "Consulting Services vs. Compliance Services: Managing the Difference", Tuesday, July 14th at Headwaters 2016. Join Jennifer as she shares strategies for driving sustainability and profitability in your consulting practice.

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Web Seminar: Technology to Differentiate Your Firm and Create a Competitive Advantage

July 18, 2016 @ 11:00 am - 12:15 pm EDT
Virtual United States
$39.00

Join our guest facilitator Jim Bourke in this CPE Session as we discuss a number of hottest technology trends and issues in the profession. To keep competitive, today’s CPA professionals need to be in a position to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely and competitive basis. Today, it’s all about Cloud / Social / Mobile! If you’re not aware of the changes taking place in this space,…

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August 2016

CPAmerica International 2016 Next Generation Conference

August 8, 2016
The Westin Austin, TX United States + Google Map

Jennifer Wilson will be speaking at the 2016 CPAmerica International Next Generation Conference. Jen will be presenting on "Effectively Transitioning Responsibility from One Generation to the Another", "Strategies to Truly Engage and Retail Your People."

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Web Seminar: The Road to Retention – Strategies from a Future Leaders’ Survey

August 22, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$49.00

ConvergenceCoaching and INSIDE Public Accounting recently partnered to conduct a survey designed to learn the motivators, values, aspirations and changes to the profession most desired by young professionals. The survey findings identify key retention and engagement strategies for this important group. Join us as we explore the high-level themes from the survey results, garnered from over 700 respondents under 40 years old, including: Issues and trends affecting staffing and retention Factors that determine staying in public accounting Views on the…

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North Carolina Association of CPAs – Make Succession a Strategic Process

August 24, 2016
Hickory Metro Convention Center, 1960 13th Avenue Drive
Hickory, NC 28602 United States
+ Google Map

Tamera Loerzel will present to the NCACPAs on making succession a strategic process within the firm.

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September 2016

North Carolina Association of CPAs – Make Succession a Strategic Process

September 21, 2016 @ 8:30 am - 4:15 pm EDT
Hickory Metro Convention Center, 1960 13th Avenue Drive
Hickory, NC 28602 United States

Joining members of the NCACPA, ConvergenceCoaching's Tamera Loerzel will be presenting on the topic, "Make Succession a Strategic Process". For more information on this event, please visit ncacpa.com.

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Web Seminar: First-Hand Look – Findings from Our 2016 Anytime, Anywhere Work Survey

September 28, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$49.00

It is no secret that ConvergenceCoaching is a huge proponent of anytime, anywhere work (ATAWW) programs. For the third straight year, we have worked with firms of all sizes throughout the country to gather information on the adoption of flexible work programs. Attend this session to learn how firms are implementing flex strategies and what this means in the recruiting and retention of your people.  We will discuss the high-level findings from the survey and areas your firm can look…

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October 2016

Web Seminar: Advanced Experienced Hire Recruiting Ideas To Drive Practice Growth

October 27, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$49.00

Finding the best and brightest can be a challenge in any market, but with today’s talent shortage, it’s harder than ever. Attend this session to learn real-life recruiting strategies, garnered from our work with some of the best HR professionals in accounting, to help elevate your recruiting efforts and enable you to source experienced hires more effectively. In this discussion, we’ll explore: Positioning your firm as unique, special and different Using social media to identify experienced hire potentials Developing a…

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November 2016

Web Seminar: Want to Keep Your Next Gen? 9 Must DO Firm Changes to Make ASAP!

November 8, 2016 @ 11:00 am - 12:15 pm UTC-5
Virtual United States
$49.00

Our Next Gen leaders are restless. They want change, and they want it now. Mature leaders feel resistant and young leaders feel impatient.  Both groups must come together to innovate new ways of running the practice and preparing for transition in the future.  Join us as we explore the most important changes needed to remain competitive, including: How to illicit feedback from young professionals and build the firm they want to lead Enhancing flexibility and elevating technology to support flex…

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December 2016

Digital CPA 2016 Conference

December 5, 2016 - December 7, 2016
United States + Google Map

Join Jennifer Wilson as she presents "Pre-Conference: Developing Your Personal Ability to Make Rain"  and "Delegating for Development" at the Digital CPA Conference 2016 being held December 5 - 7, 2016. Take advantage of our discount by entering PEER when you register.

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February 2017

Web Seminar: Truly Engaging Your People

February 28, 2017 @ 11:00 am - 12:15 pm UTC-5
Virtual United States + Google Map
$49.00

According to national engagement surveys, as few as 30% of American workers are engaged at work. Wow! As performance managers, our job is to drive employee engagement and to watch for and address signs of dis-engagement. Join us for this 75-minute web seminar where we'll explore: Better understanding employee engagement Strategies that drive engagement including: Putting people priorities first and actively managing your people Giving the work meaning Garnering input and feedback and acting on it (Really) Addressing low performance…

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March 2017

MSCPA – Montana Society of CPAs Industry Conference

March 22, 2017 - March 23, 2017

Brianna Johnson will be facilitating the session, "Four Winning Strategies Every Woman CPA Should Know at the Montana Society of CPAs industry conference.

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April 2017

Web Seminar: Partner Transition Panel – Letting Go and Stepping Up with Grace

April 25, 2017 @ 11:00 am - 12:30 pm EDT
Virtual United States
$49.00

It’s not easy to walk away from a career that you have known and identified with for so long. And, it’s not easy to step into someone else’s shoes or to help those retiring do so with grace. Succession planning is one area that many leaders and firms don’t do well.  Attend this session and hear from two panelists who have been on each side of the transition journey about their perspectives on the following: What worked really well in…

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May 2017

2017 BDO Alliance Conference

May 2, 2017

Jennifer Wilson, Tamera Loerzel, and Brianna Johnson will facilitate the following sessions at the 2017 BDO Alliance Conference: Providing Tricky Feedback Effectively Strategies to Truly Engage and Retain Your People Market Prominence: What Does It Take To Dominate Your Market Developing Innovative Client Solutions to Make a Bigger Difference This is a closed event for BDO Alliance members only. Click here for more information on the benefits of being a BDO Alliance member.

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PICPA – Pennsylvania Institute of Certified Public Accountants Women’s Conference

May 10, 2017
Penn State Great Valley Conference Center Building, 30 East Swedesford Road
Malvern, PA 19355 United States
+ Google Map

Tamera Loerzel will be facilitating the following sessions at the 2017 PICPA Women's Conference: Mentoring Your Next Gen Leaders Closing the Gender Gap

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Web Seminar: Delivering and Receiving Transformative Feedback

May 23, 2017 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$49.00

Why do we avoid addressing performance improvements with team members and peers? And why is it so hard to consistently accept feedback with grace? Together we’ll explore the reasons that keep us from addressing needed feedback and gain the confidence and commitment needed to deliver feedback that transforms individual and team performance. In this session, we’ll: Learn ways to be truly receptive to feedback and offer a “two-way street” so that feedback is taken in the spirit intended Ensure that…

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ConvergenceCoaching Transformational Leadership Program™ Kick-Off Call

May 30, 2017 @ 2:00 pm - 4:00 pm EDT

ConvergenceCoaching will be kicking off our Spring 2017-2018 Transformational Leadership Program™ from 2pm - 4pm CT. Reserve your spot or to learn more about our Transformational Leadership Program™ here.

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June 2017

2017 North America Women’s Leadership Conference

June 11, 2017 - June 13, 2017

Brianna Johnson will be facilitating the following session at the PrimeGlobal 2017 North America Women's Leadership Conference: Talking Straight To Drive Change

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Web Seminar: Providing Tricky Feedback Effectively

June 27, 2017 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$49.00

Delivering feedback to your peers or superiors can be awkward and feel risky.  And sometimes, the feedback we have to deliver to others can be awkward and almost embarrassing – like issues of personal hygiene, executive presence, and more.  In this web seminar, we’ll: Discuss best practices for delivering upstream and side-stream feedback Explore tips and techniques for delivering awkward or challenging feedback Identify the signs that feedback you’re considering first requires discussion with a superior or HR before delivering…

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July 2017

Web Seminar: Clarifying Performance Expectations

July 25, 2017 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$49.00

The onset of engagements.  The beginning of a year. When entering new roles.  These are all times when our people need to be clear on what’s expected.  And for some reason, many of us aren’t very good at clarifying expectations – even though almost every situation we encounter in our work would be better if we were.  Attend this web seminar where we will: Understand how fuzzy expectations drive disappointment Review the five elements needed to establish clear expectations Identify…

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August 2017

AICPA Emerging Partner Training Forum

August 1, 2017
The Ritz-Carlton, New Orleans, 921 Canal St.
New Orleans, LA 70112 United States
+ Google Map

Jennifer Wilson will be facilitating the following sessions at the 2017 AICPA Emerging Partner Training Forum: Leading Generational Diversity Taking the Difficult out f Difficult Conversations Learn more or register here.

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AICPA EDGE Experience

August 3, 2017
The Ritz-Carlton, New Orleans, 921 Canal St.
New Orleans, LA 70112 United States
+ Google Map

Tamera Loerzel will be facilitating the following session at the 2017 AICPA EDGE Experience: Talking Straight to Drive Change Learn more or register here.

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CPAmerica International 2017 Next Generation Conference

August 8, 2017

Jennifer Wilson will be facilitating the following sessions at the CPAmerica International 2017 Next Generation Conference: Strategies to Truly Engage and Retain Your People Four Secrets for Developing a Powerful Sphere of Influence How High-functioning is Your Team? To learn more about the CPAmerica International 2017 Next Generation Conference, click here.

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Web Seminar: Delivering Meaningful Midstream Feedback

August 22, 2017 @ 11:00 am - 12:15 pm EDT
Virtual United States + Google Map
$49.00

The engagement review and performance review aren’t supposed to be surprise parties, where we unpack all of our unmet expectations at once and overwhelm the feedback recipient by doing so.  Instead, we’re supposed to be delivering appreciation, coaching and evaluation feedback as we go.   In this web seminar, we’ll explore ideas for delivering feedback throughout the year, inside and outside of the engagement cycle to make sure our people feel valued, invested in and respected. The session will cover: Benefits…

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September 2017

CPAmerica International 2017 Firm Administrators Roundtable

September 27, 2017

Jennifer Wilson will be facilitating the following session at the CPAmerica International 2017 Firm Administrators Roundtable: Embracing NextGen Trends in CPA Firm Talent Management Learn more about this event at www.cpamerica.org

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CPAmerica International 2017 Leading Partners Retreat

September 28, 2017

Jennifer Wilson will be facilitating the sessions at the CPAmerica International 2017 Leading Partners Retreat: Building a NextGen Firm The Changing Firm Business Model In addition, Jennifer will be participating in the panel session, "NextGen Perspective: Insights From Your Future Leaders." Learn more about this event at www.cpamerica.org.

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October 2017

Sage Intacct Advantage 2017

October 16, 2017 - October 17, 2017
MGM Grand Las Vegas, NV United States + Google Map

Jennifer Wilson will be presenting the key-note at the Partner Summit General Session on October 17th at the MGM in Las Vegas.

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CPA Associates International 2017 International Conference

October 22, 2017 - October 25, 2017

Jennifer Wilson will be facilitating the following session at the CPAAI 2017 International Conference: Building a NextGen Firm To learn more about this event, visit www.cpaai.com.

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Web Seminar: Being a Leader Regardless of Your Role

October 31, 2017 @ 11:00 am - 12:30 pm EDT
Virtual United States
$49.00

No matter what position you hold in your firm, your ability to lead will determine the extent of your success. Leadership skills enable you to guide clients effectively, get team members and firm leadership to buy in to your ideas, and develop the respect and reputation you need to progress in your career. Attend this webinar to explore leadership fundamentals including: Identifying key leadership attributes and activities Evaluating who you are as a leader Exploring ways to be a 100%…

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November 2017

Web Seminar: Developing a Culture of Ownership and Accountability

November 16, 2017 @ 11:00 am - 12:30 pm EST
Virtual United States
$49

In this webinar, we will explore the foundational leadership attributes that, when applied, will enhance your success. Learn how accountability, integrity, and ownership applied together can dramatically increase the functionality, effectiveness, and motivation of your team. Attend this webinar to: Explore the two foundations of accountability – integrity and ownership Gain a method for taking ownership of your clients, projects, and initiatives Learn the fundamentals of delegation and meeting facilitation so you’re assigning ownership to others Discuss different strategies that…

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Massachusetts Society of CPAs New England Practice Management Conference

November 29, 2017 - December 1, 2017
Mohegan Sun Uncasville, CT United States + Google Map

Jennifer Wilson will be facilitating the following sessions at the MSCPA 2017 New England Practice Management Conference: Building a Progressive, Sustainable Firm Advanced Recruiting Ideas to Drive Practice Growth For more information on this event, or to register, click here.

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December 2017

Digital CPA 2017 Conference

December 4, 2017 - December 6, 2017

Jennifer Wilson will be facilitating the following two sessions at the 2017 Digital CPA Conference: Client Accounting Service Success Measures - Managing the Difference Creating Buy-in and Support for Your Client Accounting Practice To learn more, visit http://www.digitalcpa.com/dcpa17.  

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Web Seminar: Developing Your Growth Roadmap – Learning Project Planning Methodologies

December 5, 2017 @ 11:00 am - 12:30 pm EST
Virtual United States
$49

Most firms have tried many planning methods only to discover as the calendar rolls around, the great ideas they generated haven’t been implemented. At ConvergenceCoaching, LLC, we have developed a consistent and ongoing planning methodology for identifying and then implementing the priority actions that will make the most positive impact to progress and produce results for your plan. In this session, we’ll explore this planning methodology and provide you the tools to: Distinguish the elements and core constructs of a…

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January 2018

Web Seminar: Driving Change Through Strategic Firm-Wide Communication

January 9, 2018 @ 11:00 am - 12:30 pm EST
Virtual United States
$49

Today’s organizations must navigate ever-accelerating change in standards, technology, mobility, talent, succession, consolidation, globalization, values and norms, and more. To successfully manage dramatic change, leaders must strategically design, execute, and communicate their strategies with the same focus and intention that they spend conceiving of the planned change. In this session, learn strategies to more effectively drive your firm’s change initiatives by: Understanding the normal change adoption process and realizing who you need to be in the face of change influences…

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Association for Accounting Marketing Webinar: Marketers as Change Agents – 2018 Trends to Plan For

January 30, 2018 @ 1:00 pm - 2:15 pm EST
Virtual United States

Join panelists George Forsythe, Managing Partner with WellsColeman, Danielle Berg, Chief Marketing and Communications Officer with Aprio, Rhonda Maraziti, Chief Marketing Officer with Withum and Jennifer Wilson of ConvergenceCoaching, LLC for the Association for Accounting Marketing 2018 Trends to Plan for webinar. To learn more or register, click here.

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February 2018

Web Seminar: Leaders Enter into Difficult Conversations Powerfully

February 6, 2018 @ 11:00 am - 12:30 pm EST
Virtual United States
$49

Our roles as leaders and managers are filled with opportunities to manage, or avoid, conflict. However, well-managed conflict can promote change and create opportunities in your firm. Attend this course to gain confidence in managing conflict in your life and learn how to: Identify your current conflict management style Understand the underlying causes of conflict situations Recognize the damaging nature of triangulation and methods to communicate more openly with one another Learn a strategy for handling conflict situations more strategically…

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March 2018

PrimeGlobal NA Marketing Directors Conference

March 12, 2018 - March 15, 2018
The Marker San Francisco, CA United States + Google Map

Jennifer Wilson will be facilitating the following session at the 2017 PrimeGlobal North American Marketing Directors Conference: Elevating Your Role For more information, visit www.primeglobal.net.

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May 2018

2018 BDO Alliance Conference

May 7, 2018 - May 9, 2018

Jennifer Wilson, Tamera Loerzel, and Brianna Johnson will facilitate the following sessions at the 2018 BDO Alliance Conference: Gaining Competitive Advantage through Best in Class Talent Management Conducting Powerful Presentations  Leveraging Emotional Intelligence to Enhance Leadership This is a closed event for BDO Alliance members only. Click here for more information on the benefits of being a BDO Alliance member.

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CPAFMA MAPCast: More Than Flexibility – Moving Away from the Time and Place Paradigm

May 10, 2018 @ 10:00 am - 11:00 am EDT

Renee Moelders will be facilitating the CPAFMA MAPCast webinar session, "More Than Flexibility: Moving Away From the Time and Place Paradigm on Thursday, May 10, 2018 at 10:00am CT. Learn more at www.cpafma.org.

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June 2018

AICPA ENGAGE

June 9, 2018 - June 12, 2018
MGM Grand Las Vegas, NV United States

ConvergenceCoaching looks forward to seeing you at ENGAGE 2018 at the MGM Grand in Las Vegas. Do not miss our sessions: Human Capital Workshop - Talent Management Strategies for Firms of the Future Must-Haves and Advanced Ideas to Win with Flex Building a NextGen Firm To learn more or to register for ENGAGE 2018 visit: https://www.aicpaengage.com/ Register before 1/31/18* and receive $250 off full registration using code: ENG18PSTECH.   *The coupon value of $100 combines with the $150 super early…

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July 2018

The New York State Society of CPAs Annual Summer Symposium

July 24, 2018

Brianna Johnson will be facilitating the session, "Providing Awkward Feedback Effectively" at the NYSSCPA Annual Summer Symposium. To learn more, or to register for this event, visit www.nysscpa.org

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August 2018

CPAFMA MAPCast: Engaging NextGen Clients

August 28, 2018

Renee Moelders will be facilitating the session, "Engaging NextGen Clients" on CPA Firm Management Association's (CPAFMA) August 28, 2018 MAPCast. To learn more, or to register for this event, visit www.cpafma.org.

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September 2018

Web Seminar: Fixing Feedback: Four Strategies to Better Develop Your People

September 27, 2018 @ 11:00 am - 12:15 pm EDT
Virtual United States
$49.00

Firms are shifting to continuous growth and feedback in their quest to quickly grow and develop their people. To get there, you need feedback mechanisms that communicate when team members are on track and where they can improve. Unfortunately, most firms currently employ cumbersome and ineffective performance management systems that don’t produce the necessary feedback soon enough. In this webinar, we’ll explore four strategies to “fix” your firm’s feedback programs, including: Ensuring the right owner is in place for each…

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October 2018

Wolters Kluwer 2018 CCH Connections: User Conference

October 22, 2018

Renee Moelders will be facilitating the session, "Transitioning Leadership Responsibilities Effectively from One Generation to Another" at the Wolters Kluwer 2018 CCH Connections User Conference. To learn more about the conference, or to register, click here.

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First-Hand Look: Findings from our 2018 Anytime, Anywhere Work™ Survey

October 24, 2018 @ 11:00 am - 12:30 pm EDT
$49.00

Our 2018 Anytime, Anywhere Work™ Survey on the adoption of flexible work programs is complete. And, the results will surprise you! Join us to learn what’s hot, as well as where firms are falling behind. We’ll discuss: The types of flex time programs firms are offering and where there’s still room for improvement The increase in remote work and the impact on retention and recruiting Remote audit results, including client buy-in experienced and steps participants are taking to move to…

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Massachusetts Society of Certified Public Accountants (MSCPA) – 2018 Women’s Leadership Summit

October 25, 2018
Westin Boston Waterfront United States

Jennifer Wilson will be facilitating the session, "Managing Scope: The Art of Saying No" at the Massachusetts Society of Certified Public Accountants (MSCPA)'s 2018 Women's Summit. To learn more about this event, click here.

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CPAFMA MAPCast: Findings from our 2018 Anytime, Anywhere Work™ Survey

October 31, 2018

Renee Moelders will be facilitating the session, "First-Hand Look: Findings from our 2018 Anytime, Anywhere Work Survey™ " on CPA Firm Management Association's (CPAFMA) October 31, 2018 MAPCast. To learn more, or to register for this event, visit www.cpafma.org.

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November 2018

Partner Performance: Unity – The Foundation of Partner Performance and Accountability

November 1, 2018 @ 11:00 am - 12:30 pm EDT
Virtual United States
$49.00

Gaining partner unity is more than getting a “majority vote” on key issues for your firm. In this session, we’ll explore ideas for enhancing the unity of your partner team and moving toward a “one-firm” culture, including: Defining what unity means within a partnership structure Benefits of moving toward a more corporate, one-firm structure Strategic constructs required to unify your partner team Methods for bringing your partner team together – in and out of the partner meetings – to work…

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AICPA Emerging Partner Training Forum

November 6, 2018

Jennifer Wilson will be facilitating the following sessions at the AICPA Emerging Partner Training Forum: Effectively Transitioning Responsibility from one Generation to Another Growing Your Practice through Referral Source Marketing To learn more, or to register for the event, visit www.aicpa.org.

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Minnesota Society of Certified Public Accountants – 64th Annual MNCPA Tax Conference

November 12, 2018

Tamera Loerzel will be facilitating the following sessions at the 64th Annual MNCPA Tax Conference: Having It All: managing a High-Performance, Flexible Work Environment Engaging NextGen Clients What Are Your Organizational Ethics To learn more about the 64th Annual MNCPA Tax Conference, click here.

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Partner Performance: Setting Partner Expectations and Reporting to Drive Performance and Accountability

November 15, 2018 @ 11:00 am - 12:30 pm EST
Virtual United States
$49.00

To maintain unity around your firm’s strategy, defined performance expectations for each partner helps reduce disappointment among your partner team and the common feeling that someone isn’t “pulling their weight.” In this session, we’ll explore methods for establishing performance expectations for all partners in your firm and thereby increasing productivity – and results – by: Gaining clarity about which partners are responsible for each functional area and other aspects of the firm Developing or refining “one-size-fits-one” partner role definitions Creating…

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Massachusetts Society of Certified Public Accountants (MSCPA) Emerging Leaders Summit

November 16, 2018
Revere Hotel Boston United States

Brianna Johnson will be facilitating the following sessions at the MSCPA Emerging Leaders Summit: Keynote Session: Who's Inside My Head Concurrent Session: Developing a Culture of Ownership and Accountability To learn more about the MSCPA Emerging Leaders Summit, click here.

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Massachusetts Society of Certified Public Accountants (MSCPA) – Practice Management Conference

November 30, 2018
Mohegan Sun Uncasville, CT United States

Renee Moelders will be facilitating the following sessions at the New England Practice Management Conference: Having It All: Managing a High-Performance, Flexible Work Environment Effectively Transitioning Responsibility from One Generation to Another To learn more about the New England Practice Management Conference, click here.

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December 2018

CPA.com’s Digital CPA Conference 2018

December 3, 2018 - December 5, 2018

Jennifer Wilson and Renee Moelders will be facilitating the following two sessions the CPA.com Digital CPA Conference 2018: Accelerating the Growth of Your CAS Practice – Top Recommendations from the 2018 CAS Survey How Do You Compare? Findings from the CPA.com 2018 CAS Benchmark Survey To learn more, visit https://www.cpa.com/digital-cpa.

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Partner Performance: Driving Partner Performance and Accountability with Feedback and Straight Talk

December 4, 2018 @ 11:00 am - 12:30 pm EST
Virtual United States
$49.00

In this session, we explore the importance of regularly monitoring and reporting all partners’ progress toward their goals and communicating appreciation and disappointment when warranted. Providing performance feedback to your partners – no matter what your partner role is – can be tricky. Attend this session to explore methods to provide effective feedback to your partners, including: The importance of developing partner relationships and how being related increases partner performance Why partners need performance feedback and aren’t exempt when they…

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Kuesel Consulting and The Rosenberg Associates Talent Seminar

December 6, 2018 @ 9:30 am - 1:00 pm EST

Improve retention, enhance recruiting, strengthen your bench of future leaders and enhance client value. Join Kuesel Consulting and The Rosenberg Associates in Chicago for Jennifer Wilson's session, "Developing a Truly Progressive NextGen Culture" on December 6, 2018 from 8:30am to Noon at the Ravinia Green Country Club Riverwoods, IL. The cost is $495 for the first attendee and $395 for any additional attendees from your firm and offers 4.0 CPE credits. Learn more or RVSP here.

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January 2019

Preparing For a Healthier, Happier Spring Busy Season

January 22 @ 11:00 am - 12:15 pm EST
Virtual United States
$49.00

Join us on Tuesday, January 22 from 11am - 12:15pm ET for our web seminar: Preparing For a Healthier, Happier Spring Busy Season Compressed work periods require extra effort to take care of yourself AND keep up with work and personal commitments. This places stress on you and your team, which can lead to decreased enthusiasm and energy and less than effective ways of communicating and collaborating. This coming busy season, take a proactive approach to promoting health and happiness…

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February 2019

Webinar: Spread a Little Love – You’re NEVER Too Busy to Give Feedback

February 14 @ 11:00 am - 12:30 pm EST
Virtual United States
$49.00

Join us on Valentine's Day from 11am - 12:30pm ET for our web seminar: Spread a Little Love – You’re NEVER Too Busy to Give Feedback You’re in the middle of busy season, with multiple engagements in play and the team running in fifteen different directions. Are you investing your precious gift of time by providing appreciation, coaching and performance feedback to the people working on your jobs, in your groups or assigned to you? If not, you’re missing an…

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