Future-Ready Teams: Leveraging Career Paths and Upskilling to Drive Engagement

Date: Thursday, July 31, 2025
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter: Tamera Loerzel, Partner, ConvergenceCoaching, LLC
Moderator:
Field of Study: Personnel/Human Resources
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

In today's rapidly evolving landscape, firms face increasing pressure to attract, retain, and grow top talent. HR professionals must design and promote effective learning and development strategies to close skill gaps and energize and motivate teams. In this session, we will explore the importance of career pathing and how upskilling initiatives can drive employee engagement, retention, and organizational resilience where you will:

  • Describe the link between clearly defined career paths and employee engagement and retention
  • Analyze how targeted upskilling initiatives can address skill gaps, whether leadership skills or skill gaps do to AI and automation
  • Identify enhancements you can make to career pathing and learning programs that support both firm and team member growth    

Leave this session with actionable insights for aligning learning programs with firm and team member career goals.

Learning Objectives:

  • Describe the link between clearly defined career paths and employee engagement and retention
  • Analyze how targeted upskilling initiatives can address skill gaps, whether leadership skills or skill gaps do to AI and automation
  • Identify enhancements you can make to career pathing and learning programs that support both firm and team member growth    

Presenter and Moderator Bios

Presenter: Tamera Loerzel, Partner, ConvergenceCoaching, LLC

As a partner of ConvergenceCoaching, LLC, a national leadership, management, and marketing consulting firm dedicated to helping CPA and consulting firms achieve success by developing sustainable leadership, succession, and growth plans.

Prior to ConvergenceCoaching, I managed the BDO Seidman, LLP Minneapolis consulting group and implemented their middle market financial software service methodology. In addition to local responsibilities in Minneapolis, I directed the national sales and marketing efforts of the package solutions group at BDO Seidman. Prior to BDO Seidman, I acted as the National Sales Manager for State of the Art, Inc. (now known as Sage Software, Inc.), where I was responsible for financial systems sales, CPA and VAR programs and recruitment, and channel communications.

I've been a frequent speaker, teacher, and facilitator and have written articles for several state and national CPA publications on the topics of sales, marketing, leadership and succession planning.

My involvement in associations and organizations includes the Minnesota Chapter of Sales and Marketing Executives, Toast Masters, and the Association for Accounting Marketing.

Cost
$40.00 for CPAFMA Members / $80.00 for Non-Members / Free for PAFMs

  Online Registration

This webinar is part of the following series:

2025 HR Series

Join us for a three-part CPAFMA HR Webinar Series, featuring presenters Sandra Wiley (Boomer Consulting), Tamera Loerzel (ConvergenceCoaching), and Amy Boston (threology). Each high-impact, one-hour session will dive into essential HR topics like hiring strategies, recruitment best practices, and emerging 2025 workforce trends—all designed to help your firm stay ahead in today’s competitive talent landscape.

Earn CPE credit while gaining actionable insights you can implement right away.
Choose to register for the full series or select individual webinars that best fit your needs.

Elevate your HR game—reserve your spot today!

Catch It On-Demand
Registered for the series but have a conflict with a date? All that register and will receive links to view the webinars on-demand, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast.

June 24 | Leading with Innovation: HR Trends to Watch in 2025
July 31 | Future-Ready Teams: Leveraging Career Paths and Upskilling to Drive Engagement 
Sept 9 | Hire Learning: Recruiting and Onboarding That Adds Up

The entire series can be purchased at a discount for:
$80.00 for Members / $160.00 for Non-Members / Free for PAFMS

  Entire Series Online Registration

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA webinar?
An CPAFMA webinar is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA webinar?
Your webinar will have one or more speakers who are recognized experts on the topic. Webinars typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA 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.

Webinars qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA webinars?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA webinars are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for webinar. PCPS members should indicate their membership when registering.