On this episode Heather speaks with Jennifer Wilson, Partner and Co-Founder of ConvergenceCoaching®, LLC, about the sweeping influence of private equity (PE) in the accounting profession and what it means for firm culture, leadership, and client relationships. Jennifer explains how PE’s drive for rapid growth and profit could clash with accounting's traditional values, which prioritize people and community alongside shareholders. They explore the challenges of integrating firms, managing change, and preserving trusted client relationships in an evolving landscape.
About Jennifer WilsonJennifer Wilson is a nationally recognized accounting profession thought leader and speaker advocating for future leaders and driving firm innovation. You can connect with Jennifer at jen@convergencecoaching.com as well as on LinkedIn, Facebook, X/Twitter, and Instagram.
Thank you to our show sponsor, Anchor! Anchor is the free-to-use and easy-to-trust platform reinventing how accounting firms handle proposals, invoices and payments, all for the same $5 per transaction since day one.
Learn more about the show and our sponsors at Woodard.com/podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard