
Partner & Co-Founder, ConvergenceCoaching, LLC
Greater Omaha Area

Partner & Co-Founder, ConvergenceCoaching, LLC
Greater Omaha Area
I am the co-founder of and partner with ConvergenceCoaching, LLC, a national consulting firm that develops leadership, succession, and marketing strategies for CPA and IT firms and the channel organizations that serve them. I have had the good fortune to be named to Accounting Today’s list of the “100 Most Influential People in Accounting,” and have worked in both the public accounting and IT sectors. As a partner for BDO Seidman, LLP, I ran a national financial systems consulting group. Prior to BDO, I was Vice President of Sales and Customer Services for publicly traded State Of The Art, Inc., now known as Sage Software, Inc., where I was responsible for Sage's sales, marketing communications, education, and customer services functions.
Today, I am a frequent speaker, teacher, facilitator, and writer within the CPA profession and am a member of the Association for Accounting Administration, the Association for Accounting Marketing, American Marketing Association, International Coaching Federation, Information Technology Association and the New Horizon Group.
Succession planning, strategic planning, training and development, coaching, consulting, distance learning, marketing, business development, and organizational development for CPA and IT firms and the channel-based organizations who support CPA and IT firms.
(Privately Held; Management Consulting industry)
January 2000 — Present (9 years 11 months)
I am a leadership and marketing coach and consultant.
(Public Company; 1001-5000 employees; Accounting industry)
1997 — 1999 (2 years )
(Public Company; 1001-5000 employees; SGE.L; Computer Software industry)
1989 — 1995 (6 years )
(Security and Investigations industry)
1983 — 1988 (5 years )
B.S. , Marketing , 1998 — 2002
Completed the Curriculum for Living , 1994 — 1996
CPA, Leadership, Marketing, Sales, AICPA, Speaking, Teaching, Training and Development, Organizational Development, HR, Yoga, Running, Gardening, Accounting, Personality, Communications, Retreats, Succession Planning
Association for Accounting Marketing, Association for Accounting Administration, International Coach Federation, New Horizon Group, Information Technology Alliance
Recognized by Accounting Today as one of the Top 100 Most Influential People in Accounting in 2009 and six other times. Included in INSIDE Public Accounting's Top Ten Most Recommended Consultant's list in 2008 and 2009. Named as one of Accounting Technology magazine's Technology Stars.