HR Huddle: Telling a Better Story - Influencing the Accounting Talent Pipeline -COMPLIMENTARY CPE

OL1206  |  On Demand Course  |  Update  |  Self-Study

Description

While many in the profession are at work to develop potential solutions to solve the accounting talent pipeline, Jen and Tamera go deep on one of the themes that all can impact: "Telling a better story." Hear ways to share the benefits and amazing opportunities that exist at all levels in public accounting and identify where you may be telling a different story that inadvertently repels people from choosing the profession - or your firm.

Credits

Number of Credits Type of Credits
0.50 Personnel/HR

Objectives

Identify new stories you could tell or reinforce about the career opportunities in public accounting

Notes

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Instructors

Jennifer Wilson

Jennifer is co-founder and partner of ConvergenceCoaching LLC, a national consulting firm that helps leaders achieve success. Named in the top ten of Accounting Today's 100 Most Influential People in Accounting, INSIDE Public Accounting's Top 10 Most Recommended Consultants, CPA Practice Advisors' Top 25 Thought Leaders and AICPA's Top 25 Most Powerful Women in Accounting, Jennifer is an experienced change agent who has worked in both public accounting and industry.

She is a frequent speaker, writer and thought leader on topics related to leadership, the rise of the next generation and managing change within the CPA profession. She is also an avid runner, hiker, yogi, gardener, wife and mother of 3.

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Tamera Loerzel

Tamera is a partner at Convergence Coaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams. Tamera is committed to help her clients capitalize on opportunities to transform their practices and businesses through mindset and behavioral shifts along with concrete strategies for growth, talent development, and practice management that builds unity and trust in their leadership team.

Named as one of Accounting Today's 100 Most Influential People in Accounting, AICPA/CPA Practice Advisors' Top 25 Most Powerful Women in Accounting, and INSIDE Public Accounting's Top 10 Most Recommended Consultants, Tamera works with firms through retreat facilitation and strategic planning, in person and remote talent and leadership development programs, and individual coaching.

Tamera has worked in both the public accounting and IT sectors before becoming a partner at Convergence Coaching. She managed the BDO USA Minneapolis consulting group and implemented their middle market financial software service solutions and customer relationship management software. In addition to her local responsibilities, she directed the national sales and marketing efforts of the National Financial Solutions Group practice 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 to help firms develop technology niche practices, marketing communications and recruitment, and channel communications.

In addition to various leadership, communication and change management programs, Tamera's educational background includes graduating from the University of North Dakota and earning her Bachelor of Science, with a Major in Marketing and a Minor in Management. Tamera is committed to giving back to the accounting profession through volunteerism and is a founding member and past-President of The CPA Consultants' Alliance and a member of the Consultants' Trust.

Tamera is a member of the Minnesota Chapter of Sales and Marketing Executives, Toastmasters, and the Minnesota Chapter of CPA Firm Management Association. She has also 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, such as the Journal of Accountancy and CPA Insider, Accounting Today, The Progressive Accountant, AAM Minute, MNCPA Footnote, WSCPA's The Washington CPA, and MSI Global's Smarter Practices among others.

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