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Developing transformational leaders -- one person at a time.

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Developing transformational leaders -- one person at a time.

Leading with Quiet Confidence

Extroverted qualities like charisma, assertiveness, and outspokenness are widely accepted as synonymous with the traits of a great leader. Such [...]

By |September 20th, 2023|

TRANSFORM YOUR FIRM

TRANSFORM YOUR TEAM OR YOURSELF

TRANSFORM THE PROFESSION

Every Person Matters

At ConvergenceCoaching, we love change! That’s fortunate, since it is the one true constant and the only way to be market responsive and differentiate while others fall behind.

For nearly two decades, we have been helping individuals, teams, firms and associations in the public accounting profession change their mindsets and behaviors, create innovative visions for their futures and develop new skills, habits and structures to produce transformative results.

Our most privileged work is one-on-one, developing leadership in others, where we create unbreakable bonds and lifetime relationships and help future and traditional leaders become their most powerful, inspiring selves.

We are known for our ability to read trends and foresee the future, to speak plainly about the changes needed and for standing side-by-side with our clients to implement their change strategies.

Our mission is to help leaders achieve success. Let’s work together to transform our profession and the world.

Jennifer Lee Wilson
Partner and Co-Founder

The secret of change is to focus all your energy – not on fighting for the old, but on building the new.
Socrates

TRANSFORM YOUR FIRM

Vision & Strategic Planning

What does your firm look like 3-5 years from now? How are you ensuring that you’re making the changes needed to be future ready?  We can help you develop a clear vision for the future, uncover opportunities and create an actionable plan for achieving success.

Succession Planning

How is your firm handling the greatest workforce transition our nation has ever faced? When your leaders have a clear transition plan in place, your clients, your people and your firm will thrive. Let us help you prepare for succession and sustainability well into the future.

Practice Coaching & Consulting

What is the top priority for your leadership team today and in the year to come? We offer senior leadership consulting services for many aspects of managing a CPA firm, from managing partner relationships, to revising governance documents or defining roles and responsibilities across service lines.

Anytime, Anywhere WorkTM

What’s next in your firm’s flex-work initiatives?  Providing people and clients with flexibility in how, when and where they complete their work with you is a major motivation and retention tool. We help firms enhance their flexible work initiatives and service delivery strategies through our many services and the ConvergenceCoaching®, LLC Anytime, Anywhere Work™ Survey.

Human Resources Consulting

How strong are your firm’s Talent Management initiatives? Motivated and engaged employees create strong, valuable client relationships and produce profits for your firm. We work with firms on a variety of HR-related services to elevate their talent programs. Let us help you build a culture that inspires your people to bring their best talents to your firm each and every day.

TRANSFORM YOUR TEAM or YOURSELF

Transformational Leadership Program™ (TLP)

What steps are you taking to elevate your firm’s future leaders? The TLP is designed for high potential managers and new partners. Your best and brightest will engage in a comprehensive, one-year leadership journey to help them uncover their greatest potential to lead your firm and its people.

Rainmaker Development Program® (RDP)

Who are your future rainmakers? Developing business is a skill that takes time and practice to build. Our RDP takes participants through a 6-month immersion in becoming a great rainmaker, complete with real practice opportunities to apply the ideas and identify their unique mix of activities that produces results.

Individual Coaching Program (ICP)

What skills do you most need to develop? If you’re seeking coaching for yourself or another individual in your firm, we can help. We coach professionals in the areas of leadership and preparing for a new role, personal effectiveness, communication and productivity, launching a new service line or practice area, and more.

Learning Programs & Workshops

How are you investing to ensure your people’s growth and development? How clear is the pathway to progression?  When you provide learning opportunities on the subjects they seek most, you’ll experience greater engagement, productivity, effectiveness, and results in return.

Personality & Leadership Assessments

How well do your team members understand each other? Understanding builds empathy and improves teamwork. If you’re interested in facilitating 360-degree leadership feedback assessments or helping your team maximize communication and collaboration, our leadership and personality assessments are designed to help.

Transformational Leadership Program™ (TLP)

What steps are you taking to elevate your firm’s future leaders? The TLP is designed for high potential managers and new partners. Your best and brightest will engage in a comprehensive, one-year leadership journey to help them uncover their greatest potential to lead your firm and its people.

Rainmaker Development Program® (RDP)

Who are your future rainmakers? Developing business is a skill that takes time and practice to build. Our RDP takes participants through a 6-month immersion in becoming a great rainmaker, complete with real practice opportunities to apply the ideas and identify their unique mix of activities that produces results.

Individual Coaching Program (ICP)

What skills do you most need to develop? If you’re seeking coaching for yourself or another individual in your firm, we can help. We coach professionals in the areas of leadership and preparing for a new role, personal effectiveness, communication and productivity, launching a new service line or practice area, and more.

Learning Programs & Workshops

How are you investing to ensure your people’s growth and development? How clear is the pathway to progression?  When you provide learning opportunities on the subjects they seek most, you’ll experience greater engagement, productivity, effectiveness, and results in return.

Personality & Leadership Assessments

How well do your team members understand each other? Understanding builds empathy and improves teamwork. If you’re interested in facilitating 360-degree leadership feedback assessments or helping your team maximize communication and collaboration, our leadership and personality assessments are designed to help.

TRANSFORM THE PROFESSION

CPA Societies & Associations

We partner with CPA societies and associations to deliver dynamic learning programs and valuable content for their member firms.

Inspired Ideas Blog

Connect with us

Making a difference for you is our main focus at ConvergenceCoaching, LLC. We want to help you achieve success by understanding your goals and challenges and then developing a customized plan to meet your objectives.

To schedule an introductory phone consultation, contact us by filling in the following form. Or, simply send us an e-mail: info@convergencecoaching.com.

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Harness the diversity of your team with our Myers-Briggs Type Indicator® (MBTI) resources! Learn more here. 

 

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