CPA Firm Success Metrics - Understanding Practice Economics

Renee is a partner at Convergence Coaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams. Renee is committed to help clients see potential and opportunity around them and feel empowered to take advantage of it. She is especially passionate about accounting firm talent and helping firms more successfully leverage and grow their team members.

Renee is a frequent speaker, writer and facilitator on topics impacting accounting firm leaders and is especially passionate about flexible and virtual work, creating feedback-rich environments where team members can supportively grow, developing results-oriented metrics that drive successful outcomes, building innovative recruiting and retention programs and more. Through her work facilitating strategic planning, leadership development programs, and individual coaching to both firm leaders and individual team members, Renee offers practical strategies for improvement and change.

Prior to joining Convergence Coaching, Renee was a Firm Administrator for accounting firms of varying sizes across the country. In her role as Firm Administrator, she was responsible for finance, operations, human resources and oversight of the administrative team. Over the course of her 20+ year career, Renee was exposed to a variety of challenges in day-to-day operations as well as being instrumental in devising and executing long-term strategy. Her experience working closely with the Managing Partner and the partners to manage change provides experience that informs her consulting role within the Convergence Coaching client community. Renee's educational background includes graduating from Louisiana State University and earning her Bachelor of Science degree in Finance.

Renee is a passionate fan and supportive of both the accounting community as well as the accounting administrator community and is committed to giving back through volunteerism. She is a member of The CPA Consultants' Alliance and the CPA Firm Management Association (CPAFMA). She regularly speaks to societies and associations across the country in her quest to elevate both accounting and administrator talent.

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.