Leadership and management facilitator, teacher, and speaker working with CPA and IT firms; wife and mother; writer and runner

All over the U.S.
Joined May 2009
Your best clients deserve more than being moved through a conveyor belt of deliverables. Creating capacity gives your people room to slow down, ask better questions, anticipate needs, and be more for the clients you most want to serve. Prune intentionally so you can invest more deeply.
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Want people to step up? Give them something to step into. Future leaders develop when we intentionally move meaningful responsibilities their way—not all at once, but in ways that stretch them while setting them up for success. Give them the opportunity to show you what they can do!
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Stop guessing and start growing. The RDP-EL program will help you identify the right clients and services for your practice area. Register today! #Rainmaker convergencecoaching.com/lead…
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On October 19, 2026, we will explore the opportunities and challenges facing CPA firm recruiters today. Gain valuable perspectives on the evolving recruitment landscape and discover ways to navigate today's talent market. convergencecoaching.com/even…
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Saying “yes” to everything doesn’t create greater impact. Being intentional about what deserves your yes does. Tamera Loerzel will share strategies for managing competing priorities and focusing your time on the things that matter most during Say Yes to the Right Things on November 16 at the AICPA & CIMA Women’s Global Leadership Summit. events.aicpa-cima.com/womens… #WGLS2026 #PowerInPossibility #AICPACIMA
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Learning business development is important. Practicing it is where growth happens. RDP-EL pairs practical learning with real-life activities that help emerging leaders build lasting rainmaking habits! Learn more: convergencecoaching.com/lead…
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Don’t just give your future leaders a seat at the transition table. Let them help run the transition. Ask what they think should happen next. Let them identify priorities. Encourage them to build relationships and determine how they’ll approach their new responsibilities. Catch up on the latest HR Huddles and be sure to join us every Monday at 4:15 pm CT where we go live to explore the latest trends in talent management and HR! convergencecoaching.com/cate…
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One of the greatest gifts an outgoing leader can give the next generation is time to prepare. Sharing a planned retirement timeline early allows successors to gradually build the relationships, knowledge, confidence, and experience they’ll need. Catch up on the latest HR Huddles and be sure to join us every Monday at 4:15 pm CT where we go live to explore the latest trends in talent management and HR! convergencecoaching.com/cate…
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Want stronger bench strength? Give your future leaders opportunities to lead before you need them to. Transitioning responsibilities early allows people to stretch, learn, make decisions, and develop the experience they’ll need for bigger roles later. Don’t wait for a succession event to start preparing your next generation! Catch up on the latest HR Huddles and be sure to join us every Monday at 4:15 pm CT where we go live to explore the latest trends in talent management and HR! convergencecoaching.com/cate…
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The shift from expert to advisor requires a different mindset. Experts can feel pressure to know the answer. Advisors listen, ask, explore, connect ideas, and help clients determine the best path forward. Give yourself permission to be curious! Catch up on the latest HR Huddles and be sure to join us every Monday at 4:15 pm CT where we go live to explore the latest trends in talent management and HR! convergencecoaching.com/cate…
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As Rosh Hashanah begins, we wish all who celebrate a New Year filled with hope, happiness, good health, and peace. Shanah Tovah!
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September 11 is a day to remember the lives lost, the families forever changed, and the first responders whose courage and selflessness inspired a nation. Today and always, we will never forget. #NeverForget #September11
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