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Issue 12 - July 2004
More electronic
newsletter articles:
Wilson's
Writings
Leadership
Lessons
Practice
Perspectives
Marketing Matters
Successful
Strategies
New News
Two New Members of the ConvergenceCoaching Team
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The Wilson family is pleased to announce their newest member, Emily Rose Wilson, daughter of ConvergenceCoaching co-founder Jennifer Wilson and her husband Brian. Emily was born on Friday, May 14, weighing in at 8 lbs., 3 oz., and 21 inches long. Emily's big sisters, Della, age 5 1⁄2, and Grace, age 3 1⁄2, are thrilled to have a baby sister. |
| William Charles Richter arrived on June 17, at 3:12 p.m. PST to Ruth and Bob Richter. Ruth is a senior consultant on the ConvergenceCoaching team. Will weighed 8 lbs., 13 oz., and is 20 inches long with reddish hair like his Dad! Brother Bobby turns 2 this month and he’s beginning to get used to the idea of sharing the Richter spotlight with the newest addition. |  |
Subscribing to the theory that leaders are made and not born, ConvergenceCoaching is continuing to offer its Practice Leaders Workshop, most recently as a pre-conference session at the AICPA Practitioners Symposium.
The Practice Leaders Workshop provides leadership training for managing partners, initiative practice leaders, new partners and partner candidates and fills a gap for leaders who are often forced to learn from experience alone. The Practice Leaders Workshop provides a foundation for new partners or practice leaders and enables experienced leaders to refine their skills and develop ideas for educating up-and-coming leaders in their organization.
For more information about our Practice Leaders Workshop, click here or contact Krista Remer at (402) 891-6393 or via email at krista@convergencecoaching.com.
The AICPA's new sales video, Successful Sales Strategies for CPA Firms, co-led by Jennifer Wilson and Tamera Loerzel, is now available from the AICPA!
Be prepared to increase your sales revenues and smooth out your peaks and valleys when busy season ends by investing in this videocourse now.
Click here for more details. Or call Tamera Loerzel at (952) 226-1780 to discuss the benefits of implementing a sales culture within your firm!
We are excited to be speaking at and attending the following Industry Conferences! If you're attending, please let us know – we'd love the chance to say hello!
July
26
Advanced Annual Tax Retreat, Week 5 of the National Tax
Education Program
Indianapolis, IN
www.cpa2biz.com/conferences
Speaker: Tamera
Loerzel
Topic: Recruiting and Retaining the Best
August
25
Southeastern Accounting Show
Atlanta, GA
www.gscpa.org/CPE/SEAS/2004/Attendees/programSchedule.htm
Speaker: Jennifer
Wilson
Topics: Motivating Your Generation X&Y Team Members
Coaching
Strategies for Consultants
August
26
CC, LLC Practice Leaders Workshop
(in conjunction with the Southeastern Accounting Show)
Atlanta, GA
Workshop Flyer
Speakers: Tamera
Loerzel and Jennifer
Wilson
Convergence co-founder Jennifer Wilson recently had several articles published. Her article series on Crisis Management appeared in the May 3, June 7, and June 21 issues of Accounting Today. Jen’s article, “What Are Your Competitive Differentiators,” was published in Accounting Today’s Special Report, which also ran in the May issues of Accounting Today, Accounting Technology and Practical Accountant.
It’s
official – ConvergenceCoaching, LLC is now registered
with the National Association of State Boards of Accountancy (NASBA).
We have been approved to offer CPE for our monthly web seminar series
as well as other group-study programs! Of course, our web seminar
series is still available for those who don’t require CPE credit.
When signing up, just let us know if you are interested in receiving CPE
or not.
For more information on our web seminar series, click
here.
Client Corner
At ConvergenceCoaching, we are always happy to share information about our clients that can help other clients and colleagues. We are pleased to share the following resources which we believe can benefit many of our readers.
Read
Any Good Books Lately?
Check out How to Comply with Sarbanes – Oxley Section 404
by Michael Ramos, CPA. This practical book offers helpful guidance on
how to prepare and submit a company’s annual assessment of the effectiveness
of their internal control to the SEC. Complete with practice aids—including
forms, checklists, illustrations, diagrams, and tables—this comprehensive
book provides a step-by-step approach for engagement performance and practical
guidance on how an entity should test and evaluate its internal controls.
For more information visit www.wiley.com.
Expand Your Practice with New Methodologies
If you are interested in a technology that can help you enhance your value
to your clients, consider the Mentor Plus Profit Equations Webinar. The
web seminar is 90 minutes in length and is designed to introduce you to
a way you can help your clients identify the business drivers behind their
financial performance and gain the basics to begin coaching them on better
managing those drivers to enhance their overall financial performance.
For more information on venue and registration click
here, or contact Mentor Plus at 925-485-1983.
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