Letting Go With Grace – Leaving the Legacy You Intended
For many, it can be extraordinarily difficult to give up your life’s work and transition into retirement. This session is designed to help those retiring, and those supporting retirees, in developing an all new possibility for life after retirement. The retirement of a leader can be a fantastic new phase of life – for the retiree and the firm. Join us for this session to see how!
Learning Objectives:
- Explore ideas for overcoming the psychological barriers involved in retirement
- Understand new roles that leverage retirees’ wisdom and abilities
- Learn ways to transfer skills, experience, and expected behaviors to your future leaders
Walk away with ideas to make retirement a strong next chapter for your retiring leaders and a smooth handoff for your firm!
Presenter and Moderator Bios
Presenter: Tamera Loerzel, ConvergenceCoaching, LLC
Tamera Loerzel is a partner of ConvergenceCoaching, LLC, a national consulting firm that helps leaders achieve success.
Named as one of AICPA/CPA Practice Advisor’s Top 25 Most Powerful Women in Accounting, INSIDE Public Accounting’s Top 10 Most Recommended Consultants, and Accounting Today’s 100 Most Influential People in Accounting, Tamera helps her clients capitalize on the opportunities to transform their practices through mindset and behavioral shifts along with concrete strategies for growth, talent development, and practice management.
Tamera is a Board Advisor for CPA Firm Management Association, a founding member and past-President Board Member of The CPA Consultants’ Alliance, and is a frequent speaker, writer, and blogger in the CPA profession.
She is an avid yogi, walker/hiker/snowshoer, and world traveler with her husband, 3 children, and grandchildren.
