Learning & Development Panel

Date: Thursday, July 23, 2026
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter: Tamera Loerzel, Partner, ConvergenceCoaching
Moderator:
Objective(s):
• Identify effective strategies for upskilling employees to meet evolving firm and client needs.
• Explore approaches to career pathing that support employee growth, retention, and succession planning.
• Understand how learning and development initiatives can improve employee engagement and performance.
• Evaluate best practices for building a future-ready workforce in today's competitive talent environment.
Field of Study: Personnel/Human Resources
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

As firms navigate evolving workforce expectations and increasing talent challenges, investing in employee development has never been more important. Join a panel of industry leaders as they discuss practical strategies for building future-ready teams through upskilling, career pathing, and employee engagement initiatives.

Featuring insights from Tamera Loerzel (ConvergenceCoaching), Kerkering, Barberio & Company, and Summit West CPA Group, this interactive discussion will explore how firms can create meaningful development opportunities that strengthen retention, support succession planning, and help employees thrive at every stage of their careers.

Whether you're responsible for HR, talent management, operations, or firm leadership, you'll leave with actionable ideas to help your people grow—and your firm succeed.

Presenter and Moderator Bios

Presenter: Tamera Loerzel, Partner, ConvergenceCoaching

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:

2026 CPAFMA HR Series

The accounting profession is experiencing rapid change, creating new challenges—and opportunities—for firms seeking to attract, develop, and retain top talent. The 2026 CPAFMA HR Series is designed to help firm leaders, HR professionals, and operations teams navigate today's evolving workforce landscape with confidence.

Across three engaging webinars, participants will explore the key trends shaping the profession, learn how to develop and engage future-ready employees, and gain practical strategies for recruiting and hiring exceptional talent in a competitive market. Whether your focus is workforce planning, leadership development, employee engagement, or talent acquisition, this series will provide actionable insights to help your firm build a stronger, more resilient team for the future.

Across the series, attendees will:

  • Recognize emerging workforce and talent trends impacting accounting firms and identify strategies to respond effectively.
  • Develop approaches for upskilling employees, creating meaningful career paths, and improving engagement and retention.
  • Strengthen recruiting and hiring practices to attract, assess, and secure top talent in a competitive market.
  • Build a comprehensive talent strategy that supports firm growth, succession planning, and long-term organizational success.


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.

 

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.