Congratulations to the ConvergenceCoaching® 2024-25 Transformational Leadership Program™ (TLP) Spring Graduates!


For Immediate Release:

Bellevue, NE, June 11, 2025:

For More Info:

Tamera Loerzel

Tamera@convergencecoaching.com

ConvergenceCoaching®, LLC, a national consulting firm committed to developing leaders and transforming teams in the accounting profession, is pleased to announce the 2024-25 Spring Transformational Leadership Program™ (TLP) graduating class.

“The 2024-25 Spring TLP graduates are stepping into the next chapter of their leadership journeys with claritycourage, and a deep sense of intentionality,” said Jennifer Wilson, Partner, Co-Founder, and TLP coach. “Their willingness to lean into introspection and be challenged by new perspectives has been both inspiring and transformational — not just for them, but for those they lead. We can’t wait to see the elevating impact they’ll bring to their firms and the profession.”

Samantha Mansfield, Senior Consultant and TLP coach, shared her congratulations stating, “This group shared at graduation that their experience has been nothing short of illuminating. They’ve grown individually, but also as a community — demonstrating interconnectedness in the way they support one another. Watching them develop greater self-awarenessresilience, and confidence to lead has been incredibly encouraging.”

Congratulations to the following 2024-25 Spring TLP graduates:

  • Amy Jennings, Audit Manager, WilkinGuttenplan
  • Amy Paris, Director, Brown Edwards
  • Cody McCain, Manager, HBE LLP
  • Erin Basney, Tax Partner, Boulay
  • Faye McQuinn, Director, Brown Edwards
  • Frank Auberle, Director, LaPorte
  • Jaclyn McDonald, Director, LaPorte
  • Jason Keith, Senior Manager, Saltmarsh, Cleaveland & Gund
  • Jeremy Smith, Audit Principal, Lumsden McCormick CPAs
  • Jonathan Urban, Director, Lumsden McCormick CPAs
  • Kaliana Degnan, Partner, Farmer & Associates CPA
  • Kaylie Koso, Manager, HBE LLP
  • Makayla Fagen, Manager, MHCS
  • Mike Bigler, Director, BMF
  • Ryan Smith, Partner, CapinCrouse LLP
  • Sara Mays, Partner, CCK Strategies
  • Shelby McCallum, Senior Manager , Davis Martindale LLP
  • Staunton Gorrell, Senior Manager, Brown Edwards
  • Tammy Basham, Partner, Boulay
  • Will Geier, Managing Director, CCK Strategies 

The TLP is a one-year accelerated “finishing” school for high-potential managers, senior managers, newer partners, and operations leaders of accounting and consulting firms. The TLP focuses first on individual mindset and behavior to drive change in thinking and personal responsibility, followed by strategies and actions to prepare participants to lead their firms into the future.

Download a Copy of This Press Release Here


About ConvergenceCoaching®, LLC

ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For 25 years, we have provided vision, strategic and succession planning, coaching, and leadership development programs to help our CPA and consulting firm clients and the associations that serve them achieve their goals. ConvergenceCoaching is renowned for our advocacy on behalf of NextGen talent while driving change to the accounting and consulting firm business model. We have also had a long-standing commitment to flexible work environments. For more information, visit www.convergencecoaching.com.



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