As the leader of our Rainmaker Development Program® (RDP), I witness a variety of challenges that others face in meeting their business development (BD) goals. It’s no surprise that the most common challenge we hear is the feeling that people don’t have time. With so much on our plates, it can be difficult to form [...]
Happy New Year, and New Decade! We are looking forward to a fresh start and the opportunity to envision what possibilities the next ten years will deliver. We believe this decade will be pivotal in the way that firms operate their practice, manage their talent and serve clients. It’s understandable to have twinges of overwhelm [...]
Bellevue, NE, November 13, 2019 – ConvergenceCoaching®, LLC, a national leadership and management consulting firm that serves the public accounting profession, is proud to congratulate Renee Moelders on her promotion to partner! Renee has been with the Convergence team for five years and previously worked as a CPA Firm Administrator for nine years. “We are [...]
In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new business yields many benefits. It allows you to provide a tangible contribution to top line revenue for the firm. It [...]
Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their [...]
This Convergence Spotlight features Sarah Brodersen, our newest team member! Sarah joined us in December 2018 and coordinates the many administrative duties required to keep our team operating smoothly. From managing logistics and communications for our various leadership programs to preparing our web platforms for client engagements and webinars and so much more, Sarah ensures that [...]
The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is that [...]
A new year is a fresh start. A chance to choose new goals for a new set of 365 days. For many, one of those goals usually encompasses improving health and vitality. We’re committed advocates of health and wellness here at ConvergenceCoaching. Each of our team members has their own health goals and methods for [...]
In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new business yields many benefits. It allows you to provide a tangible contribution to top line revenue for the firm. It [...]
Our next sessions of our Leadership Development Program for Seniors and Supervisors™ (LDP-SS) is open for enrollment and kicks off on June 2nd! Give your future leaders something to look forward to after busy season - enroll them today!
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