Inspired Ideas Blog

Convergence Spotlight: Sarah Brodersen

This Convergence Spotlight features Sarah Brodersen, our newest team member! Sarah joined us in December 2018 and coordinates the many administrative duties required to keep our team operating smoothly. From managing logistics and communications for our various leadership programs to preparing our web platforms for client engagements and webinars and so much more, Sarah ensures that […]
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Managing Anxiety in Busy Season

As we approach April 15th or other impending deadlines, whether we are the accountant or the client, we tend to get anxious.  It often feels like so much more to do than we can handle in the time allowed.  Just the word “Deadline” implies something stressful in itself.  Here are a few suggestions for changing […]
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Demystifying Meditation

This week, we welcome the first blog from our own Sarah Brodersen who joined us in December 2018 and is responsible for coordinating all of our Transformational Leadership Program™ and other Leadership Development programs.  Sarah is a long-time seeker of personal growth and exploration, which has taken on many forms, including her study of yoga […]
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Is Your Firm Leaving Potential Leadership Successors Behind?

Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement, and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. […]
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You Set Your Goals, Then Busy Season Happens…

Accounting and tax professionals call this time of the year the “busy season.”  But since we’re chronically busy year-round, shouldn’t January through April actually be referred to as the “busier season?” One thing I know for sure:  when it comes to working and progressing on our personal and professional goals, busy season is an obstacle that must be overcome. […]
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The Key To ATAWW™ Success – Communication!

Communication is a central theme in our work with leaders at all levels. Whether it’s communicating to help team members adopt change, sharing your firm’s vision and how each element contributes to achieving that vision, following up on feedback from an employee engagement survey, or delivering feedback, communication is key to building a high-performing firm. […]
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Feedback Is The Breakfast of Champions…

At least it is according to Ken Blanchard, author, leadership expert and coach. And we agree – as do athletic champions! If you study championship athletes, you’ll find that not only do they appreciate feedback, but they seek it out from their coaches, teammates, other experts in their field and by watching videos of their […]
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My 2019 Three Words

My 2019 Three Words Each year, I commit to having three words light my pathway.  Last year, my words were CHANGE, FREEDOM and JOY.  To be sure, I experienced all three, but the one that had the most impact on my outlook was my commitment to finding and experiencing joy in the everyday activities of life.  […]
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Using the MBTI® to Enhance Individual and Firm Success

“Know thyself.  Every heart vibrates to this iron string.”   ~ Socrates The Myers-Briggs Type Indicator® (MBTI®) is a self-reported assessment which seeks to identify certain personality characteristics.  The MBTI is based on the psychological theory of Dr. Carl G. Jung, a Swiss psychiatrist.  He identified important roles in people’s communication styles, how they would perform […]
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Velcroing Your People to You

According to the 2018 IPA National Benchmarking Report, CPA firms lost an average of 13% of their precious talent resources last year. Breaking that statistic down further, IPA found that 75% of firm turnover was voluntary, comprised of people who chose to leave for another CPA firm or even leave the profession entirely. There are […]
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Are You Relentless?

This past Saturday, I attended the 2019 No Regrets Men’s Conference – an annual event sponsored by Elmbrook Church near Milwaukee and broadcast to 120+ Host Sites in the U.S. and Canada.  I was one of 10,000 men coming together with the shared desire of becoming better servant leaders at home, in church, on the […]
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Don’t Leave Your Remote Culture to Chance

When I first divulge to a new acquaintance or friend that I am a 100% virtual employee at ConvergenceCoaching the first response I seem to receive is, “Whoa! I am jealous. I wish I got to work at home.” Quickly followed by a second more intriguing question, “So do you actually know your co-workers?” I […]
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What Grade Would Your Clients Earn?

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is that […]
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13 Ideas For Fostering a Healthy Busy Season

A new year is a fresh start. A chance to choose new goals for a new set of 365 days. For many, one of those goals usually encompasses improving health and vitality. We’re committed advocates of health and wellness here at ConvergenceCoaching. Each of our team members has their own health goals and methods for […]
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Knowing is Not The Same As Doing

The New Year provides an opportunity for reflection on past accomplishments and commitments not yet fulfilled plus a wide open space of 12 new months to commit – or recommit – to new goals. I’ve been thinking about and exploring one of our core leadership tenets: “Knowing is not the same as doing” and thought […]
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Joy To The World

My last post of 2018. Wow, the year went FAST!  Maybe my joy journey, as chronicled in my prior posts this year caused it to whiz by.  Or, was it the non-stop work flow? Maybe it’s just age? Whatever the reason, life is hurtling by – and I’d better stop and pay attention! Instead of […]
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Our 2018 Anytime, Anywhere Work™ Survey Results Are In!

We’re incredibly excited about the results from the ConvergenceCoaching®, LLC 2018 Anytime, Anywhere Work™ (ATAWW) Survey, the fourth iteration of our analysis of CPA firm flexible and virtual work programs! ATAWW programs are not about less work or production, with the exception of part-time programs. Instead, ATAWW offerings allow your people to have more control […]
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The Present of Presence

As we enter the holiday season, we spend several hours looking for special presents for our family and friends.  Consider that one of the most special presents that we can give is our physical, emotional, and spiritual PRESENCE.  How do we do this?  How is this different than what we have been doing in our […]
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I’m Waving My White Flag!

As I come off of the holiday weekend and prepare to attend my first workshop as a TLP participant, finalize details for engagements, respond to emails, organize calendars, prepare to orient a new hire on Dec. 3, and continue to develop personally and professionally… I find myself clinging to my imaginary flag pole to raise […]
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What Is On The Other Side Of Your Door This Thanksgiving?

The Thanksgiving holiday conjures up many different feelings for people. Some are excited to celebrate the day with their family and friends with lovingly cooked meals, passed-down traditions and recipes and a luxuriously long weekend. For others, it brings sadness, loneliness or even pain. And, with the challenges facing our nation, at the macro, group […]
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