
For Immediate Release:
Bellevue, NE, September 10, 2026
For More Info:
Tamera Loerzel
[email protected]
ConvergenceCoaching®, LLC, a national consulting firm committed to developing accounting profession leaders and transforming teams, is pleased to announce the 2025-26 Summer Transformational Leadership Program™ (TLP) graduating class.
“Every TLP class reminds me that the future of our profession is in capable hands,” said Jennifer Wilson, Partner, Co-Founder, and TLP coach. “Watching these graduates think more strategically, lead with greater intention, and create opportunities for others to succeed is so gratifying. Over the last year, they made the shift from leading work to leading people and shaping the future. Their influence will extend far beyond their own teams as they help grow their firms and shape the profession.”
Tamera Loerzel, Partner and TLP coach, added, “One of the greatest privileges of coaching TLP is having a front-row seat for each leader’s transformation. Throughout the year, we watched TLP leaders replace hesitation with confidence, uncertainty with curiosity, and individual success with a genuine commitment to developing and leading others. Their growth has been remarkable, and I know this is only the beginning of the lasting impact they’ll have on their teams, their clients, their firms, and the profession.”
Congratulations to the following 2025-26 Summer TLP graduates:
Amber Courtoreille, EBT Chartered Professional Accountants, COO
Jeannie Savage, Smith + Howard, Assurance Manager
Jenna Sheehan, Lumsden & McCormick CPAs, Audit Principal
Jennifer Harris, Brown Edwards, Senior Manager
Jolene James, Rhodes & Associates, Manager
Kaileigh Eddy, DeBoer Baumann & Company, Partner
Katie King, JRBT, PC, Shareholder
Kelly Cowhig, Vesta, Senior Audit Manager
Kelly Maeder, Sweeney Conrad, Senior Manager
Kim Richters, Ketel Thorstenson, Senior Tax Manager
Kirsten Sokom, Crow Shields Bailey, Shareholder
Kristin Olson, Vesta, Director of Talent
Kyle Putman, Windham Brannon, Principal
Meg Morris-Smith, Lumsden & McCormick CPAs, Tax Principal
Nancy McFerrin, Smith + Howard, Marketing Director
Scott Bragg, Brown Edwards, Senior Manager
Shannon Taylor, NBZ, Partner
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 is typically offered twice a year and begins by transforming individual mindset and behavior to build personal responsibility, followed by strategies that equip participants to lead their firms into the future.
About ConvergenceCoaching®, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. Their early TLP graduates are now managing partners, service line leaders, and influential change agents in the profession. For over 25 years, they’ve provided vision planning, strategic and succession planning, coaching, and leadership development programs to help CPA and consulting firms and the associations that serve them achieve their goals. ConvergenceCoaching is renowned for their advocacy on behalf of NextGen talent while driving change to the accounting and consulting firm business model allowing firms to grow and thrive well into the future.
For more information, visit: www.convergencecoaching.com
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