Executive Leadership Workshops
Special Training Sessions for Managing Partners, Partners, and Operational Leaders
AGN is excited to offer annual Executive Leadership Workshops to help firm leaders sharpen their skills and lead a firm poised for future success. Participants will be equipped with simple yet powerful principles, values and insights that can bring about positive changes to enhance your leadership effectiveness.

2022 Program Information 
What Got You HERE Won’t Get You THERE  - Leadership and Business Model Shifts for Today and Tomorrow
Sunday, May 15th, 2022 | 8:00 am - 3:00 pm
Minneapolis, MN - NARM Pre-Conference Session

7 hr(s) CPE/CPD in Professional Development
Program Level: Intermediate

Demographic shifts and new technology innovations are driving unprecedented change. Today’s market presents seemingly unlimited opportunities for serving clients, but finding, retaining, and preparing talent to serve these opportunities continues to be a challenge. Leaders who adapt and make the necessary mindset and leadership shifts plus necessary business model changes stand the best chance of remaining relevant, competitive, and sustainable. In this session, we’ll explore change strategies to ensure your competitive advantage by accomplishing these following learning objectives:
  • Understand the leadership and mindset shifts YOU must make to lead your team and firm today 
  • Recognize ways to truly engage your people by creating a sense of purpose, belonging and empowerment 
  • Identify ways to solve the capacity challenge with creative new strategies for non-traditional hires and accessing talent, narrowing client focus, and leveraging technology  
  • Learn methods for remote and blended talent and client management to truly achieve borderless reach
  • Identify new strategies to elevate pricing, billing, and benchmarking methods to reflect today’s market and needs that inspire a higher level of performance

Leave this session with a clearer picture of who you need to be as a leader and the business model shifts to make to have talent and clients proud to work at – or with — your firm.

Speaker Bio
Tamera Loerzel
ConvergenceCoaching, LLC

Tamera Loerzel is a partner of ConvergenceCoaching LLC, a national consulting firm that helps leaders achieve success. Tamera is a frequent speaker, teacher, and facilitator and has written articles for several state and national CPA publications. Named as one of AICPA / CPA Practice Advisor’s Most Powerful Women in Accounting ,Tamera is a founding member of The CPA Consultants’ Alliance and is a member of the Minnesota Chapter of Sales and Marketing Executives, the Association for Accounting Administration (AAA), Toastmasters, and the Association for Accounting Marketing (AAM).

Continuing Education Information (CPE/CPD)
Prerequisites:  None
Program Level:  Intermediate
Delivery Type:  Group - Live

Registration:  Online at www.agn.org

Record Retention: 
 All CPE records are maintained in the AGN database for a minimum of five years
Compliance Resolution:  Contact AGN International - North America Director of Member Programs 
Ashleigh Lambert via email or phone her at 303-743-7880

AGN International - North America Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

AGN International - North America, Inc. is also registered with the Texas State Board of Public Accountancy.