Tamara Loerzel
2025 Most Powerful Women in Accounting
Partner & Co-Founder
ConvergenceCoaching, LLC

Recent Career Highlights
- Focused on aligning partners with their core values and strategic vision to remain independent and build a firm for the next generation or explore other exit strategies
- Coached future leaders who are elevating in their careers to take on new responsibilities and make a bigger impact for their teams and clients
- Provided learning and coaching for firm leaders and teams to be change-ready and make decisions quickly, try and adopt new technologies with the ability to pivot as new ones emerge, and shift their mindset to focus on the needs of the future team and clients by letting go of the past
- Describe your outreach in the accounting profession beyond your own firm
- Speaking at a variety of conferences on topics of leadership, change, succession planning, and growth, including DFK Managing Partner Meeting, BDO USA Alliance Evolve Conference and roundtables/mini-area meetings throughout the year, Workflow Con, and more
- Participate on the CPA Firm Management (CPAFMA) Programs Committee and was elected to the CPAFMA Board for 2026
- What are the podcasts/books/blogs/websites/publications you turn to for professional development?
- Kate Bowler’s podcast, Everything Happens and book, Good Enough
- Anything Patrick Lencioni or Simon Sinek
- And of course, CPA Practice Advisor, Going Concern, Accounting Today and Journal of Accountancy for all things accounting profession related!
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Tags: Accounting