Content Provider
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs


Cost Free
Presentation Length 1.5 hours

Recorded DateJuly 2, 2014
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 you 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!

Not logged

Jennifer Wilson is a co-founder and 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. Jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and in their businesses. Named as one of Accounting Today’s 100 Most Influential People in Accounting, INSIDE Public Accounting’s Top 10 Most Recommended Consultants, and CPA Technology Advisor’s Top 25 Thought Leaders in public accounting, Jennifer has worked in both the public accounting and IT development sectors before cofounding ConvergenceCoaching, LLC. As a partner for the top ten accounting firm, BDO USA, Jennifer ran the National Financial Solutions Group practice with nearly 100 consultants providing financial systems selection, implementation, and support services to clients. Jennifer is a member of the Association for Accounting Administration (AAA), Association for Accounting Marketing (AAM), American Marketing Association, Society for Human Resource Management (SHRM), and International Coach Federation. Jennifer is an active volunteer in the profession and currently serves as Chair of the Education Committee for AAM and as a member of the Advisory Board and on the CPA Leadership Panel for the CPA Leadership Institute. Jennifer is a member of the New Horizon Group and the CPA Consultants’ Alliance, both forums for leadingconsultants to the accounting profession. She is a regular guest columnist and blogger for Accounting Today, Accounting Tomorrow, and AICPA CPA Insider with many recently published articles on leadership, partner programs, people management and business development. She is a nationally recognized speaker, teacher, and facilitator delivering leadership and marketing programs to accounting and technology associations, state societies, and firms. In her free time, Jennifer enjoys spending time with her husband and three girls, gardening, practicing yoga, running, and is also active in her church.

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.