Content Provider

Sponsored by
Presentation Length1.5 hours  Recorded DateAugust 13, 2013  CPE:Not available (archived webinars do not offer CPE credits)  Subject AreaPartnership Issues (Management Advisory Services)  Course LevelBasic     Who should attend?CPA firm partners, administrators and HR professionals interested in securing their firm’s future by learning how to retain their best and brightest by answering the questions that their team members have about what it takes to become a partner. 
Course Description

In your public accounting firm, are you engaging the entrepreneurial, energetic young leaders? These up-and-comers are passionate about their careers and their firms, and they want to know: What can I expect on the path to partner? Failure to answer these questions raises the risk of you losing your best and brightest stars. Attend this session to learn how to provide direction and develop your most important people.

Learning Objectives

  • Differentiating your firm by providing clear answers to the dozen most pressing questions asked by top talent

  • Exploring the timing and expectations to be admitted as a partner

  • Defining equity vs. non-equity partner and what each mean

  • Defining expected buy-in and how it compares to the buy-out of existing equity partners

  • Documenting – and maintaining – your firm’s path to partner program as it evolves


"A well spent hour and a half, packed with valuable information."

"The presentation could be used for almost every type of organization. This is the first time I heard this type of presentation that could have been ued to manage personnel in almost every type of organization."

"A well spent hour and a half, packed with valuable information."



Tamera Loerzel

ConvergenceCoaching, LLC
(952) 226-1780

Tamera Loerzel is a partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success by helping them develop and implement leadership, succession, marketing, and training and development plans. Tamera is committed to ensure that her clients capitalize on the opportunities to transform their practices and businesses on a foundation of unity and trust in their leadership teams.

Prior to ConvergenceCoaching, Tamera managed the BDO USA Minneapolis consulting group and implemented their middle market financial software service methodology and the customer relationship management software her team used to manage their sales, marketing, and customer support processes. In addition to her local responsibilities, she directed the national sales and marketing efforts of the package solutions group at BDO.

Prior to BDO, Tamera acted as the National Sales Manager for State of the Art, Inc. (now known as Sage Software, Inc.), where she was responsible for financial systems sales, CPA programs, marketing communications and recruitment, and channel communications. She was instrumental in managing the sales team and executing an alliance strategy to help CPA firms build relationships with third-party organizations to provide their clients with practical business management solutions.

Actively involved in marketing organizations and accounting associations on a local and national level, Tamera is a member of the Minnesota Chapter of Sales and Marketing Executives, Toastmasters, and both the national and local chapters of the Association for Accounting Marketing (AAM) and Association for Accounting Administration (AAA). Tamera served on the planning committees for the AICPA TECH Conference and AICPA Practitioners Symposium and has been on the planning committee and served as Chair for Information Technology Alliance (ITA) Fall Collaboratives.

Tamera is a frequent facilitator, speaker, teacher, and coach and has written articles for several state and national CPA publications and associations on the topics of employee engagement, sales and marketing, leadership, and succession planning. Tamera regularly practices yoga to reenergize, enjoys cycling and running, and relishes spending time with her three children.

About our sponsor

At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of comes from our community of presenters and sponsors. We are, therefore, committed to providing our clients with the tools, expertise, and direct supports to ensure their marketing messages are reaching the intended audience. While many of our clients already have a sophisticated webinar system and NASBA approval, they know that in partnering with, they have access to our extensive database and growing membership. We offer a variety of services and opportunities to pursue, including presenting a webinar, offering an archived event, advertising a seminar, posting a job, or sponsoring the site.