Old Values and New Challenges Converge

In the old days, no one was challenging traditional management styles. But along with the rapidly changing world of business and technology came the need to look at the relationship between leadership and management. In this episode, Jennifer Lee Wilson discusses what convergence coaching is, and how essential it is to the efficient and successful running of your firm. She also shares some significant information regarding attraction and retention, examining your business model, and why it is essential to rethink promotion requirements.

Jennifer Lee Wilson is a co-founder and partner with ConvergenceCoaching, LLC, a national consulting firm for CPAs. She has been named to Accounting Today’s list of the Top 10 and Top 100 Most Influential People in Accounting, IPA’s Top 10 Most Recommended Consultants and CPA Practice Advisor’s Top 25 Thought Leaders and the Most Powerful Women in Accounting lists. She is a frequent speaker, teacher, facilitator, and writer within the CPA profession and is a member of the AICPA, Association for Accounting Marketing, CPA Firm Management Association, American Marketing Association, International Coach Federation, New Horizon Group and CPA Consultants’ Alliance.

“We’re supportive of [many] different lifestyle needs and we end up with getting the very best of each of our people because of it.”

What You'll Learn From This Episode:

  • What “Convergence Coaching” is and how Jennifer began this work
  • Changes in leadership and management in the last 20 years
  • Key areas of concern for CPA firms
  • The impact of Marshall Goldsmith’s book, “What Got You Here Won’t Get You There” in business
  • Why it is essential for business and technology to converge
  • Examples of digital and technological concerns
  • Why there is a shortage of CPAs and how this impacts attraction and retention
  • The importance of rethinking your business model
  • How outsourcing and offshoring can affect business
  • Previous attitudes toward working long hours
  • The true definitions of productivity
  • What NOT to say when trying to attract new employees
  • Why technology plays a huge role in attracting employees
  • Ideas for how automation can reduce human error
  • What is meant by career customization development, and how it benefits employer and employee
  • The top three “huddle questions” to ask your employees
  • Suggestions for sustainability
  • How “teacher’s hours” can impact both employer and employee
  • What makes unlimited PTO work and how it benefits business
  • Fun fact about Jennifer and how running affects her both personally and professionally

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