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October 2019

CPAmerica CPAConnect Roundtable

October 29
The Peabody Hotel Memphis, TN United States

Jennifer Wilson will present at the CPAmerica CPAConnect Roundtable in Memphis, TN on October 29th, 2019.

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November 2019

Win More Pursuits By Demonstrating Your Value

November 12 @ 9:00 am - 10:30 am CST
virtual United States

Please join us for the upcoming webinar “Win More Pursuits By Demonstrating Your Value,” facilitated by ConvergenceCoaching, LLC and held on November 12th from 10:00 AM ET to 11:30 PM ET.  Program Description: Ensuring that your prospect or client feels that you understand their challenges – and how to solve them – is key to engaging new client service opportunities. At the same time, your client or prospect needs to see the value in the solution you are proposing. In this session, we’ll explore how to package and…

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December 2019


December 11
Bellevue, WA United States

Renee Moelders & Jennifer Wilson will speak on the following topic(s) at the Digital CPA Conference 2019:   KPIs That Drive Results for the Firm of the Future (Renee) The Art of Query: Delivering Value by Asking the Right Questions (Jen) Growth Strategies (Jen) Use promo code "PEER" for $100 off registration

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Anticipate the Market – Today’s Trends Affecting You Tomorrow

December 17 @ 10:00 am - 12:00 pm EST
Virtual United States

The market is dynamic and fast-moving, and it’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes. Which trends should you plan to address in 2020 and beyond? Join us to explore: The most important trends in three areas – Talent, Technology and Client Experience…

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January 2020

IR On the Road 2020

January 23, 2020
Miami, FL United States

This year at the IR Global IR On the Road 2020 conference, Tamera Loerzel will present on the topic, Are Your Leaders Causing Talent to Leave?  

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