The ability to give - and receive - feedback effectively is one of the characteristics of a great leader. Yet, many of us struggle with these crucial conversations, despite the benefits to ourselves and our team. In this session, we will explore different methods of talking straight to drive change – without damaging relationships.
Leave this session with a strategic approach to uncovering – and engaging – the best clients for your firm!
Address expectation gaps
Use the keep-stop-start method
Master the art of listening
Develop clear action plans
Gain new skills that will give you confidence in holding the crucial, and beneficial, conversations that will help your people and your firm succeed!
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. Tamera is committed to giving back to the accounting profession through volunteerism and currently serves as the President and is a founding member of The CPA Consultants’ Alliance and is a member of the Accountants’ Global Advisory Panel. Tamera is a member of the Minnesota Chapter of Sales and Marketing Executives, Toastmasters, the national and local chapters of the Association for Accounting Marketing (AAM), and the Association for Accounting Administration (AAA). Tamera served on the planning committees for the AICPA Practitioners Symposium and AICPA TECH Conference and has 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.
Jennifer Wilson is a co-founder and 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. Jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and in their businesses. Named as one of Accounting Today’s 100 Most Influential People in Accounting, INSIDE Public Accounting’s Top 10 Most Recommended Consultants, and CPA Technology Advisor’s Top 25 Thought Leaders in public accounting, Jennifer has worked in both the public accounting and IT development sectors before cofounding ConvergenceCoaching, LLC. As a partner for the top ten accounting firm, BDO USA, Jennifer ran the National Financial Solutions Group practice with nearly 100 consultants providing financial systems selection, implementation, and support services to clients. Jennifer is a member of the Association for Accounting Administration (AAA), Association for Accounting Marketing (AAM), American Marketing Association, Society for Human Resource Management (SHRM), and International Coach Federation. Jennifer is an active volunteer in the profession and currently serves as Chair of the Education Committee for AAM and as a member of the Bill.com Advisory Board and on the CPA Leadership Panel for the CPA Leadership Institute. Jennifer is a member of the New Horizon Group and the CPA Consultants’ Alliance, both forums for leadingconsultants to the accounting profession. She is a regular guest columnist and blogger for Accounting Today, Accounting Tomorrow, and AICPA CPA Insider with many recently published articles on leadership, partner programs, people management and business development. She is a nationally recognized speaker, teacher, and facilitator delivering leadership and marketing programs to accounting and technology associations, state societies, and firms. In her free time, Jennifer enjoys spending time with her husband and three girls, gardening, practicing yoga, running, and is also active in her church.