Inspired Ideas

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Welcome to the ConvergenceCoaching Inspired Ideas Podcast. Join us as we explore great leadership and management ideas that apply within the accounting profession and in other aspects of life and business, too.

ConvergenceCoaching, LLC


    • Dec 20, 2022 LATEST EPISODE
    • weekly NEW EPISODES
    • 22m AVG DURATION
    • 139 EPISODES


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    Latest episodes from Inspired Ideas

    HR Huddle: What's Hot and What's Not in HR for 2023

    Play Episode Listen Later Dec 20, 2022 23:28


    In the December 19, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss hot talent and HR trends to adopt or continue in 2023 and outdated ideas to leave behind in 2022. Join us live every Monday at 4:15pm CT/ 5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Musings from HR Veteran Neile Martin for a Wonderful Career in HR

    Play Episode Listen Later Dec 12, 2022 25:03


    In the December 12, 2022 HR Huddle, Tamera Loerzel and Neile Martin, Chief People Officer at YHB, CPAs share wisdom and lessons learned from a successful career in HR and their hopes for the future of HR. Join us live every Monday at 4:15pm CT/ 5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Put the Business to Sleep and Have a Restful Holiday

    Play Episode Listen Later Dec 5, 2022 20:40


    In the December 5, 2022 HR Huddle, Tamera Loerzel and Renee Moelders discuss strategies for a successful year end closure plan to ensure rest and time off for your team. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Reflecting on the Miracle of Firm Transformation with Gratitude in 2022

    Play Episode Listen Later Nov 21, 2022 23:38


    In the Novemeber 21, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson take an opportunity to reflect on some of the blessings they've received from the most impactful transformations they've witnessed in the accounting and consulting community so far in 2022. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Four Ways that HR is Uniquely Suited to Support Transition

    Play Episode Listen Later Nov 14, 2022 22:51


    In the November 14, 2022 HR Huddle, Renee Moelders and Samantha Mansfield discuss the four ways that HR professionals can use their people skills to smooth the emotional upsets associated with transition between the successor and the retiree. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Strategies to Maximize Your Learning and Development Investments

    Play Episode Listen Later Nov 7, 2022 22:55


    In the November 7, 2022 HR Huddle, Jennifer Wilson and Samantha Mansfield are joined by guest Carolyn Hall from Wiss to discuss strategies for making learning and development opportunities as integral part of your firm's talent strategy and culture and generously investing in your people. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Politics in the Workplace: Empowering the Vote and Taking Social Positions

    Play Episode Listen Later Oct 31, 2022 20:42


    In the October 31, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of empowering your people to vote and the questions facing firm leaders about whether to take transparent positions on soical issues. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: The Power of Our Words

    Play Episode Listen Later Oct 24, 2022 22:55


    In the October 24, 2022 HR Huddle, Jennifer Wilson and Renee Moelders discuss the importance of understanding tone and the impact of our words when discussing talent performance. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    National Fire Some Clients Day Kick-Off

    Play Episode Listen Later Oct 21, 2022 13:16


    Jennifer Wilson and Tamera Loerzel kicked-off ConvergenceCoaching's National Fire Some Clients Day! Jen and Tamera discussed the common questions and objections when right-sizing your client base, which you should be doing NOW, to bring hope to your troops before the spring busy season. 

    Leadership Lunch Chat: The Power of Perseverance with Sydney Marshburn

    Play Episode Listen Later Oct 21, 2022 26:57


    In the October 21, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss persevering through adversity and being #unstoppable with guest Sydney Marshburn, a disability advocate and above-the-knee amputee. Join us next week for a live discussion of all things leadership--in the profession and in our communities every Friday at 11am CT/ 12pm ET!

    HR Huddle: DE&I Update Discussion: What Can You Do Right Now?

    Play Episode Listen Later Oct 17, 2022 22:28


    In the October 17, 2022  HR Huddle, Jennifer Wilson and Emily Brantz discuss important DE&I initiatives that your firm should be looking to implement in this small window of proactivity before heading into 2023. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: Persevering Through Difficult Seasons

    Play Episode Listen Later Oct 14, 2022 22:40


    In the October 14, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss leading and supporting your team through challenging times with with perseverance, vulnerability, and grit. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!

    HR Huddle: Creating a Psychologically Safe Workplace

    Play Episode Listen Later Oct 10, 2022 23:24


    In the October 10, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of creating a pyschologically safe workplace for your team and its effect on talent retention. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: The Importance of Building a Community to Support You Outside of Your Firm

    Play Episode Listen Later Sep 23, 2022 21:13


    In the September 23, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of having a community network outisde of your firm and how those relationships can positively impact your personal leadership and your business. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Firday at 11am CT/12pm ET!

    Leadership Lunch Chat: The Art of Being Truly Open to Feedback

    Play Episode Listen Later Sep 16, 2022 22:35


    In the September 16, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss how to openly receive feedback as leadesr. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!

    HR Huddle: Tips for Getting Emotionally Unhooked from Your Upsets

    Play Episode Listen Later Sep 12, 2022 24:17


    In the September 12, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss tips for getting unhooked from circumstances, emails and others' actions by identifying negative interpretations that cause our reactions. Learn ways to generate positive interpretations to give you power and new actions. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: Turning Complaints Into Actions

    Play Episode Listen Later Sep 9, 2022 22:10


    In the September 9, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of taking action to solve your firm's problems, versus only complaining about them. Join us next week to discuss all things leadership-- in the profession and in our communities every Friday at 11am CT/12pm ET!

    HR Huddle: Firing Clients to Bring Hope to Your Talent

    Play Episode Listen Later Aug 29, 2022 23:05


    In the August 29, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss ConvergenceCoaching's National Fire Some Clients Day on October 21st. We'll explore how trimming your client base will BENEFIT your talent long-term. Join us every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: How Quiet Quitting Won't Solve Your Issues

    Play Episode Listen Later Aug 22, 2022 21:51


    In the August 22, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the emergence of quiet quitting, the negative impact it can have on YOUR career and what leaders should do to engage their people and address their concerns. Join us live every MOnday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: The Impact of Not Sharing Your Concerns

    Play Episode Listen Later Aug 19, 2022 22:13


    In the August 19, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the impact of how selfishly protecting your own interestes and not speaking up can have on your team, your firm, and you, too. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!

    HR Huddle: Getting Intentional About Your Remote Learning Strategy

    Play Episode Listen Later Aug 15, 2022 23:36


    In the August 15, 2022 HR Huddle, Renee Moelders and Samantha Mansfield discuss methods for innovating new and impactful remote and blended learning strategies to develop your team faster. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: Making a Plan to Right-Size Your Client Base

    Play Episode Listen Later Aug 12, 2022 26:37


    In the August 12, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the value right-sizing your client base will bring and some of the reasons firms leaders resist it. Join us next weeek for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!

    HR Huddle: The Cost of Talent Turnover and Ways to Avoid It

    Play Episode Listen Later Aug 8, 2022 23:12


    In the August 8, 2022 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss the cost of talent turnover and tips for tethering your talent to your firm. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: Getting Unified Around Remote and Flex Work

    Play Episode Listen Later Aug 5, 2022 25:54


    In the August 5, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of creating a clear remote/flex cultural commitment statement and developing consistent guidelines for how you work in this "anywhere" work environment. Join us next week for a discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!

    HR Huddle: Sourcing Methods to Hire Your HR Leader

    Play Episode Listen Later Aug 1, 2022 24:35


    In the August 1, 2022 HR Huddle, Jennifer Wilson and Renee Moeldesr discuss tips for successfully staffing your HR team and recruiting the right person to lead them. Join us live every Monday at 4:15pm CT/5:15pm ET to exoplore the latest trends in talent management and HR! 

    Leadership Lunch Chat: The Importance of Competitive Differentiation

    Play Episode Listen Later Jul 29, 2022 22:06


    In the July 29, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss finding what makes you unique, special and different and how to capitalize on your competitive advantage. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!

    HR Huddle: Recruiting Your Next HR Leader

    Play Episode Listen Later Jul 25, 2022 25:17


    In the July 25, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of finding the right HR leader for your fimr and how to recruit the right person for the  job. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: The Benefits of an Entrepreneurial Mindset

    Play Episode Listen Later Jul 22, 2022 23:23


    In the July 22, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss how having an entrepreneurial mindset as a leader can benefit your business long term. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!

    HR Huddle: Communication: Don't Let the Message Manage You!

    Play Episode Listen Later Jul 19, 2022 25:25


    In the July 18, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of understanding and embracing diverse communciation preferences for successful delivery of information and adoption of chance. Join us live every Monday at 4:15pm CT/ 5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: Processing Grief: Balancing Life and Work When the Unexpected Happens

    Play Episode Listen Later Jul 15, 2022 25:26


    In the July 15,  2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter catch up and discuss dealing with all of the expected and unexpected moments in life and managing emotions while navigating grief and busy schedules. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/ 12pm ET!

    HR Huddle: A People First Conversation with Jana Cinnamon from Abdo

    Play Episode Listen Later Jun 27, 2022 26:31


    In the June 27, 2022 HR Huddle, Tamera Loerzel and Jana Cinnamon from Abdo discuss highlights from the CPAFMA, including the importance of a "people first" mindset and providing your team with the skilss to successfully conquer remote and flect work options. Join us live every Monday at 4;15pm CT/515pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Benchmark Your Firm With the 2022 Anytime, Anywhere Work Survery

    Play Episode Listen Later Jun 20, 2022 22:57


    In the June 20, 2022 HR Huddle, Tamera Loerzel and Renee Moelders discuss the recent release of the 2022 Anytime, Anywhere Work Survey and trends and strategies for successful remote, hybrid and asynchronous work environments, with new questions about Return to Office, home office reimbursements and more. Join us live every Monday at 4:15pm CT/ 5:15PM ET to explore the latest trends in talent management and HR!

    HR Huddle: Becoming a People First Firm

    Play Episode Listen Later Jun 6, 2022 23:06


    In the June 6, 2022 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss why you should shift to a “people-first” mindset and how your firm will benefit from the change. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    5/16/22: HR Huddle with Tamera Loerzel and Jennifer Wilson

    Play Episode Listen Later May 16, 2022 23:28


    Join Tamera Loerzel and Jennifer Wilson for the ConvergenceCoaching® weekly HR Huddle this Monday, May 16th, at 4:15pm CT/5:15pm ET! Explore the latest trends in talent management and HR!

    HR Huddle: Preparing for a Productive Post Busy Season

    Play Episode Listen Later May 13, 2022 21:21


    In the May 2, 2022 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss being intentional about our time for development, proactive initiatives, and time off as we more into the Summer months. Join us live every Monday at 4:14pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: How Dedicated Career Shepherds Affect Employee Retention

    Play Episode Listen Later May 9, 2022 21:41


    In the May 9, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the importance of assigning and developing career advisors for your team members and what makes for a successful career advisor/advisee relationship. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: Becoming a Destination Workplace

    Play Episode Listen Later May 6, 2022 21:23


    In the May 6, 2022 Leadership Lunch Chat, Jenifer Wilson and Amy Vetter discuss the elements of a workplace that attracts and retains people. Ideas include putting people first, being feedback-ready, flexible, empowering and one that puts NextGen in the driver's seat. Join us next week for a live discussion of all things leadership - in the profession and in our communities every Friday at 11am CT/12 pm ET!

    Leadership Lunch Chat: Being an Agent of Change in Your Firm

    Play Episode Listen Later Apr 29, 2022 21:48


    In the April 29, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss how you can be personally responsible for driving the change you want to see in your firm. Join us next week for a live discussion of all things leadership - in the profession and in our communities every Friday at 11am CT/12pm ET!

    Leadership Lunch Chat: How Your Firm Will Benefit from a People First Culture

    Play Episode Listen Later Apr 22, 2022 22:54


    In the April 22, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss how having a caring, talent-centric culture will create a happy team and in turn create happy clients. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!

    HR Huddle: Velcro Your People by Creating the Future THEY Want for Your Firm

    Play Episode Listen Later Apr 18, 2022 24:54


    In the April 18, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss top reasons why your talent is leaving and how you can engage and enroll them in the future of your firm. Identify the business strategy changes to implement and take action now to reduce the impact of this year's "quitting season". Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    April 15th - Leadership Lunch Chat with Jennifer Wilson and Amy Vetter

    Play Episode Listen Later Apr 15, 2022 22:31


    Join Jennifer Wilson and Amy Vetter for a live discussion about leadership - in the profession, in our communities, and our lives - during this week's Leadership Lunch Chat on Friday, April 15th at 11 a.m. CT/12 p.m. ET!

    HR Huddle: Cultivate a Successful Onboarding Process

    Play Episode Listen Later Apr 11, 2022 24:23


    In the April 11, 2022 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss importance of thoughtful onboarding and orientation in our third and final part of our Hiring series. Join us live every Monday at 4:15pm ET/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Strategies for Successfully Screening New Hires

    Play Episode Listen Later Apr 4, 2022 25:23


    In the April 4, 2022, HR Huddle, Tamera Loerzel and Jennifer Wilson discuss how to look for a cultural and behavioral fit for your business and new hire screening methods. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: Making Space for Mental Well-Being

    Play Episode Listen Later Apr 1, 2022 22:36


    In the April 1, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the need for more conversations around mental health and suicide prevention as well as resources for those who are struggling or know someone who may be. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!

    HR Huddle: Bad Oscar Behavior Offers HR Lessons & Sourcing Strategies for Experienced Hires

    Play Episode Listen Later Mar 28, 2022 23:35


    In the March 28, 2022 Tamera Loerzel and Jennifer Wilson discuss lessons learned from the Oscar's Chris Rock and Will Smith situation, managing challenging workplace behaviors and began our 3 part series on recruiting practices, starting with sourcing experienced hires. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Strategies for Developing Your New Staff with Karris Kimball

    Play Episode Listen Later Mar 21, 2022 26:43


    In the March 21, 2022 HR Huddle, Renee Moelders and Karris Kimball from B.A Harris LLP discuss strategies for successful onboarding and talent development within smaller firms. Join us live every Monday at 4:15pm CT/ 5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Ideas for Engaging Your Team with Erin Hamann

    Play Episode Listen Later Mar 14, 2022 23:01


    In the March 14, 2022, Tamera Loerzel and Erin Hamann from SKDO CPA's + Advisors, discuss methods for lifting your team, creating a sense of community and granting them agency to stake time for themselves during peak periods. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    Leadership Lunch Chat: Managing Meaningful Endings

    Play Episode Listen Later Mar 11, 2022 21:59


    In the March 11, 2022 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of managing endings with transparency and grace. Join us next week to discuss all things leadership - in the profession and in our communities every Friday at 11am CT/ 12pm ET!

    HR Huddle: Hopeful Leadership in Challenging Times

    Play Episode Listen Later Mar 7, 2022 22:24


    In the March 7, 2022, Jennifer Wilson and Tamera Loerzel discuss tips for leading with hope and gratitude during challenging times and the positive impact it can have on your firm and within your community. Join us live every Monday at 4:15p CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Motivating Flex Time Programs

    Play Episode Listen Later Feb 28, 2022 21:21


    In the February 28, 2022, Jennifer Wilson and Tamera Loerzel discuss the opportunities for creative and sustainable flex time programming from unlimited paid time off, 4-day work weeks, eliminating mandatory work periods and inclusive parental leave. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

    HR Huddle: Embracing the Asynchronous Work Environment

    Play Episode Listen Later Feb 21, 2022 11:39


    In the February 21, 2022 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss a handful of reasons why firms would benefit from allowing more asynchronous work into their schedules, and some tips for making the change. Join us live every Monday at 4:15pm CT/5:15pm ET to explore the latest trends in talent management and HR!

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