Inside Public Accounting Announces The 2019 Most Recommended Consultants
Based on more than 550 participating firms in the 2019 IPA Survey and Analysis of Firms, the following individuals represent the 2019 IPA Most Recommended Consultants. These individuals received the highest share of responses to the 2019 IPA survey question: “Please name up to three outside consultants / companies your firm has used whom you would recommend.”
IPA congratulates all the consultants whose dedication and leadership is a credit to the profession.
To see the full list and more, click here.
Press Release: Announcing Class of Fall 2018-19 Transformational Leadership Program™ Graduates
Bellevue, NE, September 26, 2019 – ConvergenceCoaching®, LLC, a national leadership and
management consulting firm that serves the public accounting profession, is proud to announce
the 2018-2019 Fall Transformational Leadership Program™ (TLP) graduating class!
“At the start of my TLP journey, I underwent a revealing 360° assessment process that showed me how I am perceived as a leader. I realized that being more compassionate and understanding
where others are coming from helps me to better connect with coworkers and clients. Today, I’m
more intentional about both listening to and caring about others’ problems and concerns and
working towards a mutually beneficial solution. In my TLP journey I have become a more
vulnerable leader which will help me be a stronger Principal and asset to my firm as we strive to
engage and retain a pipeline of future leaders,” said Gray Coyner, TLP graduate and Principal at
Thompson Greenspon.
The final element in the TLP program culminates in a short presentation where participants share their successes and challenges within the program. Watch one or more of the short videos below to hear some of the TLP Fall 2018-19 graduates share what they transformed and how they
benefited from the journey in the TLP:
Gray Coyner, Thompson Greenspon
Alejandra (Alex) Alonso, Shepard Schwartz & Harris
Darko Naumoski, WilkinGuttenplan, CPAs & Advisors
Melissa Ebbing, Woltman Group
Congratulations to the graduates of the Fall 2018-2019 program! View all the TLP graduates and read the full press release here.
Press Release: Announcing Class of Spring 2018-19 Transformational Leadership Program™ Graduates
Bellevue, NE, June 6, 2019 – ConvergenceCoaching®, LLC, a national leadership and management consulting firm that serves the public accounting profession, is proud to announce the 2018-2019 Spring Transformational Leadership Program™ (TLP) graduating class!
“It is so gratifying to see the enormous growth made by our TLP participants this year,” commented Jennifer Wilson, Co-founder and Partner at ConvergenceCoaching. “Developing the courage to say what needs to be said, bringing ideas for change to their firms, practicing the skills to coach and mentor others, and finding that they can cause their own success are just a few of big take-aways mentioned at the Spring TLP graduation recently. We were so happy to see several reaching important life and career goals including being promoted to partner or now leading meaningful practices or offices as well.”
“At the start, the TLP program provided me 360 feedback which was invaluable to shaping my leadership goals and commitments. True gold! After the TLP journey, I am a more compassionate, communicative leader and have definitely changed for the good. There is more work to do and I will keep growing and getting better. Still, going through the TLP helped me understand the power and impact of my mindset in a way that has been truly life changing” said Elinor Litwack, TLPgraduate and Senior Manager of Gelman, Rosenberg & Freedman.
The ConvergenceCoaching, LLC Transformational Leadership Program is a one-year accelerated “finishing school” for CPA firm high potentials. The TLP focuses on individual mindset and behavior to drive change in thinking and personal responsibility first, and then, strategies and actions to prepare them to lead their firm into the future.
Congratulations to the graduates of the Spring 2018-2019 program! View all the TLP graduates and read the full press release here.
ConvergenceCoaching® Partner and Co-Founder Jennifer Wilson Inducted into CPA Practice Advisor Accounting Hall of Fame
Bellevue, NE, April 25, 2019 – ConvergenceCoaching®, LLC Partner and Co-Founder Jennifer Wilson has been inducted into CPA Practice Advisor’s Accounting Hall of Fame. Jennifer is the first woman to join the group whose members are thought leaders and influencers in the public accounting profession.
Allan D. Koltin, CEO of Koltin Consulting Group and prior inductee into the CPA Practice Advisor’s Accounting Hall of Fame commented, “I can’t think of anyone more deserving for this honor than Jennifer Wilson. She is a visionary and thought leader that has impacted so many firms and leaders with her knowledge, creativity, and drive for excellence. She isn’t afraid to be the minority opinion in the room and stand up for what she believes is the right thing to do. Her uncompromising values and passion to help others are truly remarkable”.
CPA Practice Advisor made the announcement at the 11th annual Accounting Thought Leader Symposium in Indianapolis. According to CPA Practice Advisor, the Thought Leader Symposium “brings together key influencers in the accounting profession for interactive discussions with each other and engagement with vendors that are shaping the profession and small businesses.” Existing Thought Leader Symposium participants are responsible for selecting new inductees.
“What an honor to join such a prestigious group of consultants to the profession,” commented Jennifer Wilson. “It is all-the-more special to be invited to join a group of professionals who have acted as mentors, supporters and role models for me on my technology, accounting and consulting journey. It was truly surreal to have my name called for this honor and I will do all that I can to further future consultants the way that my fellow Hall of Famers have supported me,” continued Wilson.
To learn more about the announcement, visit www.cpapracticeadvisor.com.
ConvergenceCoaching®, LLC Announces Release of 2018 Anytime, Anywhere Work™ Survey Results Summary
Bellevue, NE, October 29, 2018 The 2018 ConvergenceCoaching Anytime, Anywhere Work™ (ATAWW) Survey Results are in! In its fourth edition, the ATAWW Survey examines the adoption of flexible work practices in CPA firms across the country. The 2018 Anytime, Anywhere Work (ATAWW) Survey Results Summary is a comprehensive document that outlines significant findings and trends from the survey, along with best practices and strategies to help drive the successful adoption of flexible work policies in your firm.
Jennifer Wilson and Tamera Loerzel Named 2018 INSIDE Public Accounting Most Recommended Consultants
Jennifer Wilson, Partner and Co-founder, and Tamera Loerzel, Partner, have both been recognized by INSIDE Public Accounting as two of the 2018 Most Recommended Consultants.
Press Release: Announcing Class of Fall 2017-18 Transformational Leadership Program™ Graduates
Bellevue, NE, September 18, 2018 – ConvergenceCoaching®, LLC, a national leadership and management consulting firm that serves the public accounting profession, has announced the 2017-18 Fall Transformational Leadership Program™ (TLP) graduating class!
“Leading the TLP participants in their leadership journey this past year is some of the most rewarding work we do at ConvergenceCoaching,” commented Tamera Loerzel, Partner at ConvergenceCoaching. “These TLP participants courageously developed new skills and behaviors to take their leadership to the next level, allowing them to take on new roles and responsibilities in their firms. We are excited to hear about the TLP graduates’ future success!”
“I realized from my leadership assessments at the beginning of the Transformational Leadership Program (TLP) that I wasn’t always the most approachable leader,” commented Shannon McCain, Senior Manager at HoganTaylor, LLP. “So, in my TLP journey, I set out to become the kind of leader that people say, “Yay! I get to work on a project with Shannon!” The TLP has helped me enhance my communications and approach to others to move closer to the inspiring leader I aspire to be.”
Congratulations to the graduates of the Fall 2017-2018 program! View all the TLP graduates and read the full press release here.
Jen Wilson Named to the Accounting Today 2018 Top 100 Most Influential People in Accounting and Tamera Loerzel Named One of Accounting Today’s 2018 People to Watch
Congratulations to all of the influencers on the Accounting Today Top 100 Most Influential People in Accounting and the 2018 People to Watch lists! Jennifer Wilson and Tamera Loerzel are in good company and are grateful to be honored with you all! To learn more about the Accounting Today Top 100 list, click here.
Press Release: Announcing Transformational Leadership Program™ Graduates
For Immediate Release
Bellevue, NE, June 21, 2018 – ConvergenceCoaching®, LLC, a national leadership and management consulting firm that works exclusively with CPA firms, has announced the 2017-18 Spring Transformational Leadership Program™ (TLP) graduating class!
“Our Spring 2017-2018 program completed on May 30th and we are pleased to congratulate our most recent TLP graduating class,” commented Tamera Loerzel, Partner at ConvergenceCoaching. “We are honored to have been a part of our graduates’ leadership journey. It is truly our privilege to guide NextGen leaders as they practice new leadership and management techniques and position themselves for future leadership with their firms.”
Congratulations to the graduates of the Spring 2017-2018 program! View all the TLP graduates and read the full press release here.
Jennifer Wilson quoted in Bloomberg BNA Accounting Policy & Practice Report
Jennifer Wilson was quoted in the Bloomberg BNA Accounting Policy & Practice Report, “Big Four Digital Consultants Cash In on Companies’ Tax Savings.”
Jennifer Wilson and Tamera Loerzel Receive 2018 Most Powerful Women in Accounting Recognition by AICPA / CPA Practice Advisor
Jennifer Wilson, Partner and Co-founder, and Tamera Loerzel, Partner, have both been recognized by AICPA / CPA Practice Advisor as two of the 2018 Most Powerful Women in Accounting. To learn more about or to see the full list of recipients, visit www.cpapracticeadvisor.com or read the full press release here.
Press Release: Announcing 2018 Anytime, Anywhere Work™ Survey
For Immediate Release
Bellevue, NE, April 12, 2018 – ConvergenceCoaching®, LLC, a completely flexible, completely virtual national leadership and management consulting firm that works exclusively with CPA firms, has announced the launch of the 2018 ConvergenceCoaching Anytime, Anywhere Work™ Survey (the ATAWW Survey) today. In its fourth edition, the ATAWW Survey examines the adoption of flexible work practices in CPA firms across the country.
“Flexible work programs are super strategic for CPA firms,” stated Renee Moelders, consultant at ConvergenceCoaching. “Today’s talent are demanding flexibility around when and where their work gets done, and our Anytime, Anywhere Work Survey helps firm leaders understand what’s happening in the marketplace so they can keep progressing their own flex practices and stay competitive. Clients also demand more flexibility from their CPA firms, so it’s crucial that firms are able to deliver exceptional service from anywhere, at virtually any time.”
Participation in the ATAWW Survey allows firm leaders to benchmark their current program offering against other CPA firms around the country. Results of the survey are shared with participating firms, along with best practices and strategies to drive successful adoption of flexible work policies.
Read the full press release here or visit http://bit.ly/ATAWWSurvey to take the survey.
Jen Wilson Receives 2017 Most Powerful Women in Accounting Recognition by CPA Practice Advisor
Jennifer Wilson, Partner and Co-founder, has been recognized by CPA Practice Advisor as one of the 2017 Most Powerful Women in Accounting. To learn more about or to see the full list of recipients, click here.
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Jen Wilson Named to the Accounting Today 2017 Top 100 List
Congratulations to Partner and Co-founder, Jennifer Wilson, for being named by Accounting Today as one of the 2017 Top 100 Most Influential in Accounting. To learn more about the Accounting Today Top 100 list, click here.
Jennifer Wilson Named one of the Most Recommended Consultants by INSIDE Public Accounting
Congratulations to Partner and Co-founder, Jennifer Wilson, for being named by INSIDE Public Accounting as one of the most recommended consultants to public accounting firms across the nation. To learn more, click here.
Jen Wilson on “Who is the Ideal Emerging Leader in Accounting Firms Today”
Jennifer Wilson explores what the next gen leader looks like with the IFAC Global Knowledge Gateway.
Jen Wilson and Tamera Loerzel featured in Accounting Today’s monthly HR Helpline
Partner and Co-founder, Jennifer Wilson and Partner, Tamera Loerzel answer questions from firms on HR matters in Accounting Today’s The HR Helpline. Ask your HR question today by visiting the HR Helpline here.
Feedback From the Source: What Young Professionals Really Want
INSIDE Public Accounting and ConvergenceCoaching have released results of an extensive survey that was sent to young accounting professionals aged 21-40. Here is some of what you will find inside the report:
- 80% of respondents were from the all-important Millennial generation, aged 21-33, with 20% coming from the 34-40 age group. Male and female respondents were about evenly split at 51% and 49%, respectively.
- The importance of work/life balance, flexibility, clarity of their growth path and more are explored.
- Key differences are outlined for CPAs and Non-CPAs; men and women; younger and older professionals; and for respondents with varying levels of experience.
Download the executive summary and order your copy here
