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Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 13, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With the impending change in our leadership teams over the next decade, it’s imperative that identify your future partners and understand their hopes, dreams, and expectations. Doing so will give your leadership team the opportunity to learn about your firm’s rising stars and make decisions and plans to engage them as the future leaders for your firm. In this session, we’ll explore:

• The 12 questions you should ask your rising stars to really know them
• Areas where you can further develop your rising stars’ skills, appeal to their interests, and engage them long term
• Appropriate actions, changes, and investments you can make to address the things you learn about your key people

Leave this session with actions you can take to engage your firm’s rising stars and be well on your way to securing your firm’s future!

Learning Objectives

  • Differentiating your firm by providing clear answers to the dozen most pressing questions asked by top talent

  • Exploring the timing and expectations to be admitted as a partner

  • Defining equity vs. non-equity partner and what each mean

  • Defining expected buy-in and how it compares to the buy-out of existing equity partners

  • Documenting – and maintaining – your firm’s path to partner program as it evolves

Not logged

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 Our Presenter

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.