HR Huddle: Strategies to Assess Capacity and Schedule More Effectively

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.

I am passionate about:

Being an innovative and trusted contributor to a team of people who are dedicated to the work they do Being a patient teacher, a hungry learner, and a warm and positive presence in both my personal and professional life Being organized, efficient and effective when supporting our amazing CC,LLC team

My Prior Professional Endeavors:

Before wrangling the schedules, CRM, LMS and SharePoint systems and CPE for the ConvergenceCoaching team, I was the Assistant to the Head of School at a private college prep school in Wisconsin where I supported the school Head and the Marketing, Communications, Admissions, School Counseling, Academic Support, College Counseling, Alumni Relations and Athletic departments. I managed the day to day and behind the scenes operations of the school and acted as the hub of communication and information for our faculty, staff, Leadership Team and Board of Trustees as well as the students and parents.

What Makes Me Whole:

Spending summers on the lake fishing, skiing, tubing, swimming and relaxing with my husband and three children Traveling and exploring new places, foods and cultures Watching my kids learn and grow through their experiences and choices Making music with friends