HR Huddle: Relationships Don’t Pause During Peak Busy Seasons
In this HR Huddle episode, Tamera Loerzel and Samantha Mansfield discuss the importance of maintaining and furthering relationships during peak periods. This conversation emphasizes being mindful and...
View ArticleHR Huddle: Huddle Topics to Encourage Better Year End Communication
On the December 1, 2025 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss the importance of consistent communication as our organizations approach the end of the year, such as implementing...
View ArticleCommunication Strategies for Independent Firms
For over 25 years, we’ve helped firms develop world-class cultures, attract and retain the best and brightest, develop high-growth practices that are unique and profitable, serve clients that give them...
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The Multi-Function Use of KSS
For some time now, we have taught Keep, Stop, Start (KSS) as one of four frameworks for delivering feedback. But KSS can be used for so much more! In addition to KSS for feedback for both team members...
View ArticleRecaps in Minutes: Responsible AI Transcription Tools
At ConvergenceCoaching®, we have long recommended, and written about, the need for leaders to write recaps out of EVERY meeting you hold – internal and external with clients – as a must-have to build a...
View ArticleSix Steps to Ensure Expectations Are Met
Tired of being disappointed when delegating work? Try a new approach. Clients who don’t deliver their documents on time. Staff who produce a deliverable that isn’t as complete as you’d expected....
View ArticleWatch Your Language
Our words shape our reality. Not in a Harry Potter spellbook kind of way, but in a very real, very human way. The way we talk to ourselves, and to others, has the power to build confidence, foster...
View ArticleBe Authentic, Embrace Change, and Fold in the Cheese: David Rose’s Holiday Guide
As the holidays approach, we often find ourselves trying to exceed expectations, tame chaos, and juggle too many things at once. But, as I’ve learned from David Rose of Schitt’s Creek, the key to...
View ArticleOffice Hours are Open
At the beginning of each college semester, professors establish their expectations. They outline the course content, explain how your grade is calculated, and the level and kind of participation...
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Working Remote: When Can I Reach You?
Remote work has become a part of the fabric of our profession, so leaders must learn how to manage a team that is working in a different place than them (and sometimes at a different time). To be...
View ArticleTrust AND Verify: The Leadership Difference that Transcends Micromanagement
When managing a team, striking the delicate balance between effective oversight and stifling control can be the difference between leading a thriving team and driving them to frustration. I think it’s...
View ArticleCommon Mistakes Delivering Transformative Feedback
“Self awareness leads to self development.” – Janna Cochola There are 5 pieces of feedback I received that changed the trajectory of my career. They came from executives, mentors, peers, and friends....
View ArticleFive Strategies to Demonstrate True Ownership
"Leaders become great, not because of their power, but because of their ability to empower others.” -John Maxwell, Leadership Author Ownership. Partners, leaders, and managers want their people and...
View ArticleStop Walking the Tightrope – Manage Your Clients!
Here’s a hard but universal truth about client service: Your clients don’t understand your business and aren’t aware of the specific issues and challenges you may face as an accounting firm. To be a...
View ArticleUnderstand Preferences for More Effective Communications
When communicating, our job as the “sender” is to get our message across and this can sometimes be frustrating. Awareness of our personality preferences can increase our patience when communicating...
View ArticleIntroverts, Share Your Thinking!
The work world is an extroverted place. Unless you have one of the loneliest jobs in the world, like a winter caretaker at Yellowstone National Park or as Fire Lookout at Gila National Forest, your...
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The Remote Extrovert
When the world shifted to a more remote and blended work environment, I was overjoyed! I was gaining back precious commuting hours every week with my family, my carbon footprint was shrinking, and so...
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Working Remote: When Can I Reach You?
Remote work has become a part of the fabric of our profession, so leaders must learn how to manage a team that is working in a different place than them (and sometimes at a different time). To be...
View ArticleTrust AND Verify: The Leadership Difference that Transcends Micromanagement
When managing a team, striking the delicate balance between effective oversight and stifling control can be the difference between leading a thriving team and driving them to frustration. I think it’s...
View ArticleCommon Mistakes Delivering Transformative Feedback
“Self awareness leads to self development.” – Janna Cochola There are 5 pieces of feedback I received that changed the trajectory of my career. They came from executives, mentors, peers, and friends....
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