SURVEY: Extending Retirement Turns off Future Leaders

“Many buy/sell agreements just aren’t financially feasible.”

By Tamera Loerzel
Rosenberg MAP Survey

A major trend in 2016 that continued throughout 2017 is that there are too many trends for firm leaders to focus on!

This often leaves many firm leaders overwhelmed and unsure where to spend their time and resources. Here are my top three:

MORE FROM THE MAP SURVEY: Firms Struggle to Retain Clients, Key Players | Offshoring on the Rise | Tech Advances Will Lead to Dichotomy | Be a Consultant or Be Left Behind
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1. While attracting, retaining and developing top talent continues to be a top issue, firms that are winning the people race have worked to ensure a unified partner group.

Posted on December 13, 2017

Tamera Loerzel

About the Author

Tamera Loerzel is a partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping leaders achieve success.

She is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession

Click here for more by Tamera Loerzel

She is committed to help her clients capitalize on opportunities to transform their practices and businesses on a foundation of unity and trust in their leadership teams through retreat facilitation and strategic planning, in-person and virtual leadership training programs, and individual coaching. Prior to ConvergenceCoaching, Tamera managed the BDO USA Minneapolis consulting group and implemented their middle market financial software service methodology and the customer relationship management software her team used to manage their sales, marketing, and customer support processes.

In addition to her local responsibilities, she directed the national sales and marketing efforts of the package solutions group at BDO. Prior to BDO, Tamera acted as the National Sales Manager for State of the Art, Inc. (now known as Sage Software, Inc.), where she was responsible for financial systems sales, CPA programs, marketing communications and recruitment, and channel communications.

Tamera is committed to giving back to the accounting profession through volunteerism and is a founding member of The CPA Consultants’ Alliance. Tamera is a member of the Minnesota Chapter of Sales and Marketing Executives, Toastmasters, the national and local chapters of the Association for Accounting Marketing (AAM), and the Association for Accounting Administration (AAA). Tamera served on the planning committees for the AICPA Practitioners Symposium and AICPA TECH Conference and has served as Chair for Information Technology Alliance (ITA) Fall Collaboratives.

Click here for more by Tamera Loerzel

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