Tamera Loerzel, Author at CPA Trendlines

SURVEY: Recruiting and Retention Are Challenges

True flex programs become more important.

By Tamera Loerzel
The Rosenberg MAP Survey

In 2015, firms continued to struggle with a shortage of people.

MORE FROM THE SURVEY: New Leaders Promoting Positive Changes | Cybersecurity Grows in Importance | Mergers Spur Growth | Accounting Profession Demands Swift Change | Don’t Just Win Work, Figure Out Why | Talent Wars, M&A Frenzy Continue | Next-Gen Leaders Getting Restless | Mergers Keep Racing Forward | Do You Have a Firm or a Co-op? | Accountability, Equity, Compensation Are Concerns | MAP Survey Top 10 Findings | CPA Firm Revenues Rise a Hefty 8%
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The challenge of firms to attract, retain and engage their top talent has been a top focus and will continue to be an area all firms need to address to remain competitive and achieve their growth and succession goals.
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Growth, Succession Plans Critical for Firms

More from the Rosenberg MAP Survey.

They say “past results are no indication of future performance.” Maybe. Maybe not. But if anyone should know, it’s our panel of experts, their comments drawn from the new edition of The Rosenberg MAP Survey. These are their bullet points and comments, verbatim, looking back at the last 12 months and looking ahead to 2016. – Rick Telberg, CEO

By Tamera Loerzel
ConvergenceCoaching

Lessons from 2015:

Capacity is the number one challenge in firms today. Turnover, millennials working differently (and many leaving the profession) and succession all continue to impact capacity in firms. As mature partners with deep technical or industry expertise and rainmaking ability exit, firms are left with a gap that leaders have struggled to develop and replace at the pace they need to.

More on the 2016 Outlook & Forecast: CPA Firm Growth Rates Hit a Wall | The Five Treacherous Factors Hobbling Today’s CPA Firm | Sam Allred: Change Agents Needed | Allan Koltin on Talent Wars Go from White Gloves to Boxing Gloves | Get the full report: The Rosenberg Map Survey

Growth continues to be a focus for firms and most firms are blessed with positive growth this year, including a combination of both organic and inorganic growth through M&A activity. The challenge is managing growth to ensure firms have the people – at the right levels with the right expertise – to serve the clients.

Forecast for 2016:

Tamera Loerzel

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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.

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