The ability to give - and receive - feedback effectively is one of the characteristics of a great leader. Yet, many of us struggle with these crucial conversations, despite the benefits to ourselves and our team. In this session, we will explore different methods of talking straight to drive change – without damaging relationships.
Leave this session with a strategic approach to uncovering – and engaging – the best clients for your firm!
Address expectation gaps
Use the keep-stop-start method
Master the art of listening
Develop clear action plans
Gain new skills that will give you confidence in holding the crucial, and beneficial, conversations that will help your people and your firm succeed!
Tamera Loerzel is a partner of ConvergenceCoaching®, LLC, a national consulting firm that helps leaders achieve success. Named as one of AICPA/CPA Practice Advisors’ Top 25 Most Powerful Women in Accounting, INSIDE Public Accounting’s Top 10 Most Recommended Consultants, and Accounting Today’s 100 Most Influential People in Accounting, Tamera helps her clients capitalize on the opportunities to transform their practices through mindset and behavioral shifts along with concrete strategies for growth, talent development, and practice management. Tamera is a founding member and past-President of The CPA Consultants’ Alliance and is a frequent speaker, writer, and blogger in the CPA profession. She is an avid runner and yogi, pianist, and world traveler with her husband, 3 children, and grandson.
ConvergenceCoaching, LLC
Partner and Co-founder
[email protected]
Jennifer is co-founder and partner of ConvergenceCoaching ®, LLC, a national consulting firm that helps leaders achieve success. She is a frequent speaker, writer and thought leader on topics related to leadership, talent, technology and managing change within the CPA profession. Named in the top ten of Accounting Today's 100 Most Influential People in Accounting, CPA Practice Advisors' Top 25 Thought Leaders and AICPA and CPA Practice Advisor’s Top 25 Most Powerful Women in Accounting, Jen is an experienced change agent, shifting mindsets, business models, and empowering Next Generation leaders. She is also an avid runner, hiker, yogi, gardener, wife and mother of 3.