Letting Go With Grace – Leaving the Legacy You Intended

Date: Tuesday, December 1, 2026
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter: Tamera Loerzel, ConvergenceCoaching, LLC
Moderator:
Objective(s):
• 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
Field of Study: Personal Development
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

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!

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.

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 Firm Management Series

Join CPAFMA for a 3-part webinar series that follows your firm's talent through every stage of the career cycle – from the early career professionals you need to keep, to the future rainmakers you need to develop, to the leaders preparing to hand off their life's work. Each session gives CPA firm leaders and administrators practical strategies to bridge generational differences, build business development skills earlier, and plan leadership transitions that preserve the legacy your firm has built.

Earn CPE credit while gaining actionable insights you can implement right away.

October 21, 2026 at 12:00 pm ET | What Early Career Professionals Actually Want:  A Data-Backed Guide to Generational Trust
November 5, 2026 at 2:00 pm ET | Developing the Next Generation of Rainmakers
December 1, 2026 at 11:00 am ET | Letting Go with Grace – Leaving the Legacy You Intended

Entire Series
$80 Members | Free PAFM | $160 Non-Members (Buy two, get one free)

Single Webinar
$40 Members | Free PAFM | $80 Non-Members

Elevate your Firm Management game—reserve your spot today!

Catch It On-Demand
Registered for the series but have a conflict with a date? All who register 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.