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Tamera Loerzel

ConvergenceCoaching, LLC
Partner
tamera@convergencecoaching.com
(952) 226-1780

Convergence
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.

About Us: The ConvergenceCoaching, LLC consulting team has extensive experience delivering leadership and sales and marketing coaching and consulting services for CPA firm leaders. Working together, we apply our market-focused strategic planning, in-depth tactical implementation expertise, and our passion for teaching others to help our clients make the jump from being reactive, to being proactive.

Archived Webinars Offered

CLOSE MORE BUSINESS WITH A CONSISTENT SALES PIPELINE PROCESS

Date RecordedSeptember 23, 2014  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

HOW TO MARKET YOUR ACCOUNTING FIRM IN THE DIGITAL AGE

Date RecordedAugust 14, 2014  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

THE TWELVE QUESTIONS RISING STARS ASK ABOUT THE PATH TO PARTNER

Date RecordedAugust 13, 2013  CostFREE  Course Length1.5 hours  Subject AreaPartnership Issues (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

USING LINKEDIN TO DEVELOP BUSINESS

Date RecordedMay 7, 2013  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

TALKING STRAIGHT TO DRIVE CHANGE

Date RecordedAugust 14, 2012  CostFREE  Course Length1.5 hours  Subject AreaPersonal Development  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other