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
On the September 21, 2026 HR Huddle, Tamera Loerzel and Samantha Mansfield explore how getting work to the right level can create capacity, strengthen your talent bench, and improve firm profitability. They discuss why leverage is important and leaders need to continually let go of work others can own and intentionally build people's capabiliti...
On August 21, 2026 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter explore why open communication and trust are essential to successfully navigating AI and other significant firm transformations. They discuss how leaders can create greater psychological safety by showing vulnerability, approaching Read more
On the August 17, 2026, HR Huddle, Tamera Loerzel and Jennifer Wilson discuss how firms have the opportunity to transition from transactional compliance to transformational advisory services due to efficiencies driven by AI. They explore how firms can pilot new advisory approaches to create capacity for higher-value work NOW before a full-scale rollout and develop the skills and mindsets needed to become trusted advisors. They also...
On the August 10, 2026 HR Huddle, Jennifer Wilson and Samantha Mansfield explore why transition should be an ongoing firm-wide practice—not something that begins when retirement is on the horizon. By building habits to transfer knowledge, develop others, and delegate responsibilities as people advance, firms strengthen their leadership pipeline and prepare for change at every level. In addition, making transition part of your...
Jennifer Wilson and Amy Vetter discuss how AI-driven efficiencies are creating an opportunity for accounting firms to rethink what they measure and reward. As time is stripped from the work by technology, traditional metrics like billable hours, utilization, and realization may no longer reflect the behaviors and results firms value most. They discuss shifting toward measures that reward profitability, delegati...
On the June 8, 2026 HR Huddle, Tamera Loerzel and Samantha Mansfield discuss how the sales pipeline serves as a vital management tool for forecasting future capacity and resource needs. By including talent leaders and schedulers in sales pipeline discussions, firms can transition from reactive staffing to proactive talent planning, ensuring the right skills are in place before client are onboarded. This integration allows HR to ide...
On the June 1, 2026 HR Huddle, Tamera Loerzel and Jennifer Wilson encourage Talent leaders to form strategic partnerships with Marketing and IT to navigate AI business model transformation. They emphasize that HR cannot re-imagine the shifting roles and skills in a vacuum; instead, talent must work closely with those reimagining the firm's value proposition, service offerings, and business processes to create new hiring and learnin...
In the May 15, 2026 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss the tremendous opportunity firms face as AI frees up time from traditional compliance work. As the traditional deliverables require less time and attention to get through, firm leaders must identify and develop anticipatory skills so w...
On the May 11, 2026 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss the necessity of "pruning the talent tree" as firms move out of peak season and into performance review cycles. They reframe the difficult decision to let go of underperforming or poorly fitting team members as a "gift" that allows individuals to find a role where they can truly be successful while protecting the morale of high performers. By proactively addr...
In the May 8, 2026 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss why accounting leaders must be "hyper-focused" on talent as AI fundamentally reshuffles the deployment of people. They highlight the need for firms to move beyond technical processing toward developing anticipatory, relational, and advisory skills. Rather than rely...
In the May 1, 2026 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter focus on talent management and operational innovation as firms emerge from the busy season. They emphasize the importance of conducting healthy "post-mortems" to gather structured, actionable feedback on how AI and technology platforms performed during the crunch, warning ...
On the April 27, 2026 HR Huddle, Tamera Loerzel and Jennifer Wilson welcome Michael Bannon of CSG Partners to discuss Employee Stock Ownership Plans (ESOPs) as a powerful alternative for firms seeking an exit strategy that preserves their independence. They explore how a...
On the April 20, 2026 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss the importance of conducting post-peak season debriefs that generate hope and future possibilities rather than becoming sessions for unproductive complaining. They introduce a reframed KSS outline focusing on the "Three W's" - Wonders/Wows (celebrating what worked), Whoopses (identifying things that didn't work), and What's Next (actionable solutions) -...
In the April 17, 2026, Leadership Lunch Chat, Jennifer Wilson and Amy Vetter discuss how AI provides a unique opportunity for accounting leaders to return to the profession's roots of making deep human connections and providing transformational advice. They warn that as AI commoditizes deliverables, firms must move beyond being transactional an...
On the April 6, 2026 HR Huddle, Jennifer Wilson and Samantha Mansfield discuss the essential transition from peak season into a "period of proactivity". Jennifer and Samantha outline a strategic communication framework comprised of three buckets designed to maximize the summer m...
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 ri...
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 utili...
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...
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 ...
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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