Courses

A Healthier, Happier You During Busy Season

Compressed work periods can really take it out of us! That’s why we have to make an extra effort to take care of ourselves and keep up with our personal commitments and responsibilities. It's easy for the stress to pile up when it feels like you're being pulled in so many directions. This coming busy season, take a proactive approach to achieving better harmony between work and life by joining us to:

• Learn ways to collaborate and manage expectations at home and in personal commitments ahead of and during busy season - so that it's a win for everyone!
• Identify strategies to boost your health and maintain energy when you need it most
• Discover steps you can take to manage stress and encourage positivity so that you can be your best self

Leave this session with a strategy for maximizing your personal happiness at work and outside of work during the busiest times of the year!

Abandon Parity to Retain Your Top Performers

Finding the best and brightest can be a challenge in any market, but with today's talent shortage, it's harder than ever. Attend this session to learn tried and true recruiting strategies, garnered from our work with some of the best HR professionals in accounting, to help elevate your recruiting efforts and enable you to source both on-campus and experienced hires more effectively. In this discussion, you will:

• Identify strategies to position your firm as unique, special and different
• Recognize how to leverage social media to find experienced hire potentials
• List ways to develop a community of prospective employees and making your firm's brand known
• Discover innovative strategies to employ for standing out on campus and with interns

Leave this session with ideas to enhance your ability to add talent to fuel your firm's future growth.

Addressing Common Objections to Remote and Hybrid Work

Challenged with firm leaders or team members who aren’t convinced remote or blended work will work? ConvergenceCoaching facilitators and remote-work experts address the common objections that impede the move to a more-remote environment. In this session we'll discuss strategies for addressing objections including:

• Understanding the latest market drivers causing firms to embrace the remote and blended paradigm
• How to manage a remote or blended workforce
• Why remote resources are productive and how to communicate this to your team
• How to train and develop remote resources
• How to maintain firm culture in a remote or hybrid environment

Attend this course to increase buy-in of remote and hybrid work at your firm!

Advanced Recruiting Ideas To Drive Practice Growth

Finding the best and brightest can be a challenge in any market, but with today's talent shortage, it's harder than ever. Attend this session to learn real-life recruiting strategies, garnered from our work with some of the best HR professionals in accounting, to help elevate your recruiting efforts and enable you to source both on-campus and experienced hires more effectively. In this discussion, we'll explore:

• Positioning your firm as unique, special and different
• Using social media to identify experienced hire potentials
• Developing a community of prospective employees and making your firm's brand known
• Employing innovative strategies for standing out on campus and with interns

Leave this session with ideas to enhance your ability to add talent to fuel your firm's future growth.

Questions about this course or a training? Contact us.

Anticipate the Market – Today’s Trends Affecting You Tomorrow

The market is dynamic and fast-moving, and it’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes. Which trends should you plan to address in the current year and beyond? Join us to explore:

• The most important trends in three areas – Talent, Technology and Client Experience – paired with insight on how firms are anticipating and addressing them
• Strategies for prioritizing your firm’s efforts in each of the three areas to facilitate real change and prevent overwhelm
• Methods for staying current on trends going forward

Leave this session with ideas for anticipating and maximizing market trends as you plan for the future!

Are Your Leaders Causing Talent to Leave?

According to Gallup’s CEO and Chairman, Jim Clifton, “The single biggest decision you make in your job—bigger than all of the rest—is who you name manager.” Gallup cites a person’s manager as one of the top reasons given for a lack of employee engagement. Old norms and methods of managing team members don’t work anymore— and with today’s labor shortage, it’s imperative that all leaders in your firm learn new strategies to lead and manage their teams. In this session, we’ll:

• Identify outdated management tenets that no longer work and new management approaches that inspire team members and produce results
• Learn the attributes and skills your people managers— at all levels—should develop and exhibit
• Explore ways to move from a “command and control” management style to a transformational management style
• Understand how a manager can use coaching and on-the-job experiences to develop their team members and build more rapport and retention, too

Leave this session armed with a new understanding of how to support and develop your firm’s most critical talent resources!

Attracting and Engaging Millennials

Millennials make up 36% of today’s workforce and they’ll represent 50% of our workforce in just four short years. Bright, progressive, change-minded and impatient, these young people are driving significant change in both our firms and in our clients, too. In this session, we’ll discuss strategies for being a preferred employer for Millennials including:

• Understanding Baby Boomer, Gen X, and Millennial differences and similarities
• Understanding what makes Millennials unique, special, and different
• Changes you’ll need to make to motivate and manage your youngest team members effectively
• Methods to retain your top performers and develop them into your firm’s future leaders

Leave this session with practical strategies you can implement to ensure that you contribute to your firm engaging and retaining this powerful employment segment and significant force for change!

Avoiding Common Remote and Blended Work Pitfalls

Want to ensure that you firm's remote or blended work strategy is a viable, long-term solution for your firm? Join this interactive discussion facilitated by remote-work experts from ConvergenceCoaching, LLC. Together we’ll prioritize and address the common pitfalls that impede the move to a more-remote environment. After completing this course, you will be able to:

• Identify the mindset and strategies that allow leaders to manage a team they can’t always see
• List common misconceptions about productivity and recognize the importance of creating new measures
• Recognize the strategies that will accelerate learning and growth in a remote or blended environment
• List specific approaches that will protect your culture and have your people feel connected to one another no matter where they work

Attend this session to expand your ability to overcome the common remote and blended work obstacles!

Becoming a Business Development Black Belt (1-day workshop)

Developing new business from existing clients, prospective targets, and referral sources is both an art and a science. If you’re committed to develop your business development skills,impact the firm’s top line and build a practice you love, attend this interactive course where you will:

• Define the kind of marketer and business developer you are committed to be
• Apply personal marketing activities that build your personal brand and the firm’s brand, including:
  • Networking and association involvement
  • Speaking and teaching
  • Article writing
  • Building your social media presence
• Generate confidence in targeting specific prospects, outreaching to strangers, and asking for opportunities
• Learn strategies to develop long-lasting referral source relationships
• Outline and articulate the right unique selling or value proposition for each circumstance
• Recall methods totrack and report your personal marketing activities to monitor your progress and share your successes with others, too

Leave this session armed to develop business like a black belt!