Inspired Ideas

Inspired Ideas

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.

Episodes

March 23, 2026 23 mins

On the March 23, 2026 HR Huddle, Jennifer Wilson and Samantha Mansfield discussed the imperative for firms to conduct post-peak season debriefs focused on the rapid integration of artificial intelligence (AI). They advocate for a "safe space" approach—akin to a "free space" in a game of tag, where team members feel comfortable disclosing "off-road" or unsanctioned AI use cases without fear of reprimand. By moving away from rigid st...

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On the March 9, 2026 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the strategic shift required in recruiting and development as AI automates traditional technical tasks. They emphasize moving beyond a focus on technical abilities and instead prioritizing critical thinking, skepticism, and cognitive flexibility.  They suggest utilizing...

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In the March 6, 2026 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the challenge of differentiating your deliverables and demonstrating your value as AI tools become the norm for both firms and their clients. They warn against falling into "AI sameness" and emphasize that true value now lies in shifting from a transactional focus on deliverables to delivering transformational advice and services that can only be ach...

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On the March 2, 2026 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss the critical need for defining clear, individualized career paths to drive employee engagement. They emphasizes a "one-size-fits-one" approach that marries competency models with individual strengths—whether through technical tracks, relational advisory roles, or horizontal "lattice moves"—to ensure team members see a viable future within the firm. By bei...

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On the February 23, 2026 HR Huddle, Jennifer Wilson and special guest Rachel Farris, CPA and 2025 CPA Practice Advisor 40 Under 40 Top Tax and Accounting Professionals, discuss the strategic necessity of attracting and retaining talent through a stronger early-stage pipeline. This conversation emphasizes the personal responsibility we each have to move away from "kitchen table complaining" about our work and instead highlighting th...

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In the February 20, 2026, Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the critical need for accounting firms to preserve and increase fees as AI increases efficiency, warning that continuing to rely on time-based billing will lead to accidental underbilling and a "race to the bottom." They emphasize that the value of deliverables is not diminished by technology and that firms must pivot to metrics focused on outco...

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In the February 16, 2026 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss practical strategies for acknowledging and managing overwhelm, especially during intense peak periods. They suggested starting by identifying the root causes of stress—such as high work volume or variety—and using tools like resetting expectations, "eating the frog" by tackling the hardest tasks first, and prioritizing proactive "Quadrant 2" activities t...

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On the February 9, 2026 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the critical need to re-evaluate pricing philosophies to prevent AI efficiencies from "stealing" firm revenue. This conversation emphasizes moving beyond traditional hourly billing toward pricing based on value, risk, and expertise, ensuring that reduced labor time because of AI and other efficiencies doesn't lead to undervalued services. By creating alig...

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On the February 2, 2026, HR Huddle, Tamera Loerzel and Samantha Mansfield discuss the importance of uncovering non-technical attributes and mindsets during the recruiting and qualification process. Emphasizing the use of storytelling and active listening, Tamera and Samantha discuss how to uncover critical leadership traits—such as initiative, curiosity, ownership, and adaptability—that are often absent from a resume, and ensure ne...

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    On the January 26, 2026, HR Huddle, Samantha Mansfield and Jennifer Wilson discuss the necessity of talent leaders setting strategic "centering commitments" (or goals) to guide their focus throughout the year. This conversation emphasizes the importance of identifying a maximum of three significant goals to serve as a North Star, preventing HR leaders from being "order takers" and ensuring they make a strategic, lasting impact on t...

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    In the October 21, 2024 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss how HR professionals can position themselves to be trusted advisors and strategic partners in "life of ...

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    September 30, 2024 23 mins

    In the September 30, 2024 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss managing overwhelm and "monkey mind" during peak periods or periods of high stress. 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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    In the September 23, 2024 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss HR leaders' role in strategic planning and preparations for Q4. 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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    In the September 20, 2024 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of transparent, honest, and timely follow up with others - especially future leaders - when they give or ask for feedback or change. 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!

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    September 13, 2024 16 mins

    In the September 13, 2024 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss taking ownership of our energy - noticing what outside forces may be shifting our energy negatively and strategies to bring us back into the positive. 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!

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    In the August 9, 2024 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the importance of making time to deliver feedback, including difficult or challenging feedback. 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.

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    In the August 5, 2024 HR Huddle, Renee Moelders and guest Staci Engelbrecht, Operations Manager from Vesta, discuss the benefits of coordinating administrative and operations support to create capacity, efficiency, and ultimately, better service to clients and team members alike. 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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    In the July 29, 2024 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss actions that every person can take to positively impact the accounting talent pipeline and influence future generations to choose a career in accounting. 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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    In the July 15, 2024 HR Huddle, Jennifer Wilson and Renee Moelders discuss the growing risks of firm leaders staying quiet about their plans for their firm's future with ideas for leaders to create clarity and communicate their vision for the future - even if uncertain. 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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    In the July 8, 2024 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss ways to engage talent in development opportunites after receiving their performance review feedback. Guide them through setting goals to build on their strengths and reduce the impact of their weaknesses. 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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