To Address Racism at Work: Stop Microaggressions First!

With this month’s trial of Derek Chauvin for the murder of George Floyd, reflections about the past year’s events involving George Floyd, Ahmaud Arbery, Breonna Taylor, Christian Cooper, and Jacob Blake are stirring new support for racial justice and equality. Organizations and CPA firms have been making public declarations, posting in social media and funding…

Read More

Presentations Can Cement Your Leadership Position

When was the last time you spoke in front of an audience? If the answer is “never” or “a long time ago” you may want to focus on finding an opportunity to present to an audience, either in person, through a live webinar or another online option. Many people ignore these valuable chances to address…

Read More

Pull Your Projects out of the Black Hole

“Incredible change happens in your life when you decide to take control of what you do have power over…” ~ Steve Maraboli Do you ever feel like your projects have fallen into a black hole? You might be delegating them to a particular person, or putting a return “in the drawer”, or empowering a team…

Read More

The Biggest Barrier to Anytime, Anywhere Work™ – Sludge

But there is a BIG issue lurking that can sabotage your firm’s move to a truly virtual Anytime, Anywhere Work™ firm and it’s called “SLUDGE.” In “real life,” sludge is defined as a muddy substance, dirty oil, sea ice, mire, muck and any number of other unproductive substances that slow or bog things down.  We first heard of sludge…

Read More

Asking for Transparency – What Does That Really Mean?

When facilitating visioning sessions with both current partners and their NextGen leaders, one element consistently emerges as crucial to their becoming a NextGen firm: transparency. Yes, it’s a request of the NextGen leaders, and it is often contrary to Baby Boomers’ and older Gen Xers’ approach of “Just put your head down, don’t ask any questions and…

Read More

Becoming a Flex-Forward Firm

At ConvergenceCoaching, we’re huge proponents of flexible work programs, or what we like to call Anytime, Anywhere Work™ programs. We’ve been operating in a flexible, virtual environment ourselves for almost 18 years and the strategies we use to keep our team connected and operating efficiently are the same ones we teach to our clients. Philosophically,…

Read More

You’re NEVER Too Busy to Give Feedback

 “Make feedback normal. Not a performance review.” ~ Ed Batista You’re in the middle of busy season, with multiple engagements in play and the team running in fifteen different directions. Are you giving feedback to the people working on your jobs, in your groups or assigned to you? If not, you’re missing an opportunity to deliver…

Read More

Transforming into the Firm of Tomorrow

There’s a lot being written and talked about on firm transformation and innovation today. You can’t go a few minutes on social media without being inundated with content. There are daily articles from the industry’s top publications. Every conference has multiple speakers on the topic. Suffice it to say, the hype is strong. And while…

Read More

Assigning Ownership Accelerates Your People Development

With so much transition and retirement happening in public accounting, people development is a hot topic. Firms are wondering what they can do to accelerate their team member’s learning and get them ready faster, and are creating innovative new training programs to do so. But there’s a missing component in our dotted line environment, where…

Read More

Elevate Your Client Service through Project Management

As I travel the country working with the best of the best CPA firms to help them improve their processes, people development and ultimately profitability, I’m often reminded that one of the toughest positions inside CPA firms today is the mid-level. Every firm is a little different in what they call their mid-level, whether it…

Read More