Pre-Conference Fly-In

Optional Offering

Human Resources Fly-In
Jennifer Wilson, ConvergenceCoaching, LLC
Tuesday, June 21, 2011
8:00 a.m. – 4:30 p.m.

Elevating the Role of HR

Today’s firm administrators and human resource professionals face unique challenges. Many times, you are asked to help implement a firm strategy or policy without having input prior to the decisions being made. Or, you find yourself in the middle of strategic or philosophical disconnects between key leaders or departments, attempting to mediate without feeling empowered to truly solve the issues. In addition, you may foresee the need to invest now in developing and retaining your best and brightest with the first inklings of an economic recovery and existing leader retirement just around the corner. Attend this year’s HR Fly-In being held in conjunction with the 2011 National Practice Management Conference to gain some perspective and ideas that will help!

In this year’s action-packed session, we will:

Discuss ways to elevate the HR function to actively participate in driving firm strategy, facilitate open and honest conversations, and have a bigger impact on your firm’s overall success
Explore a strategic planning methodology that you can deploy to help uncover disparate viewpoints and unify your team around specific strategies
Understand what motivates your staff and learn specific actions you can take to inspire them and keep them fully engaged with your firm
Identify your high potential team members and discuss ways to develop them for long-term success
Learn how to organize your team and resources to ensure the successful transition of retiring leaders

Don’t miss this HR Fly-In to enhance your role as strategic advisor in your firm, identify, retain, and develop your future leaders, and plan for succession!

Jennifer Wilson with ConvergenceCoaching, LLC will lead this year’s Human Resources Fly-In. Jennifer is a co-founder and partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping CPA and IT firms achieve success by helping them develop and implement leadership, succession, marketing, and training and development plans. Jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and in their businesses.

Named as one of Accounting Today’s 100 Most Influential People in Accounting and INSIDE Public Accounting’s Top 10 Most Recommended Consultants, Jennifer has worked in both the public accounting and IT sectors before co-founding ConvergenceCoaching, LLC. As a partner for the top ten accounting firm, BDO Seidman, LLP, Jennifer ran the National Financial Solutions Group practice with nearly 100 consultants providing financial systems selection, implementation, and support services to clients.

Prior to BDO Seidman, Jennifer was Vice President of Sales and Customer Services for State Of The Art, Inc. (now known as Sage Software, Inc.) where she was responsible for the publicly-traded software publisher’s marketing, sales, education, and customer services functions. Instrumental in implementing the company’s highly successful CPA marketing programs, Jennifer assisted in recruiting tens of thousands of CPAs to State Of The Art.

Jennifer is a member of the Association for Accounting Administration (AAA), Association for Accounting Marketing (AAM), American Marketing Association, and International Coach Federation. She is a past Board member and among the founding members of the Information Technology Alliance (ITA) and has been both Chair and member of the planning committee for the AICPA TECH Conference. Jennifer is an active volunteer in the profession and currently serves on the Education Committee for AAM and as a member of the Bill.com Advisory Board.

Jennifer is also a member of the New Horizon Group, a forum for leading consultants to the accounting profession. She serves on the editorial advisory board and is a regular guest columnist for Accounting Today and Accounting Tomorrow with many recently published articles on leadership, practice management, and marketing. She is a nationally recognized speaker, teacher, and facilitator delivering leadership and marketing programs to accounting and technology associations, state societies, and firms on a regular basis.


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	Pre-Conference Fly-In Optional Offering Human Resources Fly-In Jennifer Wilson, ConvergenceCoaching, LLC Tuesday, June 21, 2011 8:00 a.m. – 4:30 p.m. Elevating the Role of HR Today’s firm administrators and human resource professionals face unique challenges. Many times, you are asked to help implement a firm strategy or policy without having input prior to the decisions being made. Or, you find yourself in the middle of strategic or philosophical disconnects between key leaders or departments, attempting to mediate without feeling empowered to truly solve the issues. In addition, you may foresee the need to invest now in developing and retaining your best and brightest with the first inklings of an economic recovery and existing leader retirement just around the corner. Attend this year’s HR Fly-In being held in conjunction with the 2011 National Practice Management Conference to gain some perspective and ideas that will help! In this year’s action-packed session, we will: Discuss ways to elevate the HR function to actively participate in driving firm strategy, facilitate open and honest conversations, and have a bigger impact on your firm’s overall success Explore a strategic planning methodology that you can deploy to help uncover disparate viewpoints and unify your team around specific strategies Understand what motivates your staff and learn specific actions you can take to inspire them and keep them fully engaged with your firm Identify your high potential team members and discuss ways to develop them for long-term success Learn how to organize your team and resources to ensure the successful transition of retiring leaders Don’t miss this HR Fly-In to enhance your role as strategic advisor in your firm, identify, retain, and develop your future leaders, and plan for succession! Jennifer Wilson with ConvergenceCoaching, LLC will lead this year’s Human Resources Fly-In. Jennifer is a co-founder and partner of ConvergenceCoaching, LLC, a national leadership and marketing consulting firm dedicated to helping CPA and IT firms achieve success by helping them develop and implement leadership, succession, marketing, and training and development plans. Jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and in their businesses. Named as one of Accounting Today’s 100 Most Influential People in Accounting and INSIDE Public Accounting’s Top 10 Most Recommended Consultants, Jennifer has worked in both the public accounting and IT sectors before co-founding ConvergenceCoaching, LLC. As a partner for the top ten accounting firm, BDO Seidman, LLP, Jennifer ran the National Financial Solutions Group practice with nearly 100 consultants providing financial systems selection, implementation, and support services to clients. Prior to BDO Seidman, Jennifer was Vice President of Sales and Customer Services for State Of The Art, Inc. (now known as Sage Software, Inc.) where she was responsible for the publicly-traded software publisher’s marketing, sales, education, and customer services functions. Instrumental in implementing the company’s highly successful CPA marketing programs, Jennifer assisted in recruiting tens of thousands of CPAs to State Of The Art. Jennifer is a member of the Association for Accounting Administration (AAA), Association for Accounting Marketing (AAM), American Marketing Association, and International Coach Federation. She is a past Board member and among the founding members of the Information Technology Alliance (ITA) and has been both Chair and member of the planning committee for the AICPA TECH Conference. Jennifer is an active volunteer in the profession and currently serves on the Education Committee for AAM and as a member of the Bill.com Advisory Board. Jennifer is also a member of the New Horizon Group, a forum for leading consultants to the accounting profession. She serves on the editorial advisory board and is a regular guest columnist for Accounting Today and Accounting Tomorrow with many recently published articles on leadership, practice management, and marketing. She is a nationally recognized speaker, teacher, and facilitator delivering leadership and marketing programs to accounting and technology associations, state societies, and firms on a regular basis.
	The Association for Accounting Administration 136 South Keowee Street, Dayton, Ohio 45402 Phone: 937.222.0030 Email: aaainfo@cpaadmin.org