Coach Development

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!

Becoming an Inspiring, Difference-Making Coach

Are you doing all that you can to motivate your talent and provide feedback in ways that are meaningful to them? Coaches that provide motivational and engaging experiences with timely, specific feedback will win in the recruiting-and-retention race. In this session, you will:

• Understand the role of a coach and strategies to make it successful for all involved
• Identify strategies to build rapport with your coachees and questions to ask to learn their motivators, interests and desires
• Recall the fundamentals of delegation and discuss different strategies that lead to accountability including effective goal setting
• Generate ways to deliver feedback to help your coachees thrive

Leave this session prepared to motivate and inspire team members who partner with you to drive firm results!

Clarifying Performance Expectations

The onset of engagements. The beginning of a year. When entering new roles. These are all times when our people need to be clear on what’s expected. And for some reason, many of us aren’t very good at clarifying expectations – even though almost every situation we encounter in our work would be better if we were. Attend this session where we will:

• Understand how fuzzy expectations drive disappointment
• Review the five elements needed to establish clear expectations
• Identify the various situations at your firm where expectations need to be established or re-set
• Review a simple method for discussing unmet expectations

Walk away from this course armed with strategies to drive higher performance in your people (and clients!).

Client Advisor Program™ (CAP)

Duration: Five remote roundtables over 4 months

Format: REMOTE

Who Should Participate: Experienced managers, senior managers and partners who control and manage client relationships and have some business development experience

CPE: Up to 12 credit hours in the areas of Personal Development and Communications & Marketing

Class Size: 14 participants

In this dynamic and uncertain market, clients require a different level of service to support their business continuity and financial well-being. Their needs demand more than our compliance deliverables, providing information and guidance to help them make swift decisions as they manage cash, pivot their business models, and navigate staffing, technology and other infrastructure changes. To make the shift to a truly strategic client advisor, you’ll have to shed old ideas and habits and develop both your advisory skills and an advisory approach to engagements.

The ConvergenceCoaching Client Advisor Program™ (CAP) is an entirely remote, modular program designed to teach experienced CPAs and consultants advisory skills and strategies to deepen their client relationships, broaden the support they provide clients beyond compliance services and ultimately make a bigger difference in the lives and businesses of their clients.

The program seeks to teach CPAs and consultants how to identify their ideal clients for advisory and coaching services and implement various strategies and frameworks to develop deep rapport with clients, engage in query to uncover needs and to develop, scope, and price solutions, too. CAP participants will partake in five, web-based video roundtables covering a range of client-centric topics. After each roundtable, participants will complete specific homework assignments related to the ideas covered and will report back on their outcomes to experienced coaches who will provide them feedback. The result is participants become more indispensable to clients and drive growth with every module mastered.

Click here to learn more about the CAP.

Delivering Meaningful Midstream Feedback

The engagement review and performance review aren’t supposed to be surprise parties, where we unpack all of our unmet expectations at once and overwhelm the feedback recipient by doing so. Instead, we’re supposed to be delivering appreciation, coaching and evaluation feedback as we go. In this session, we’ll explore ideas for delivering feedback throughout the year, inside and outside of the engagement cycle to make sure our people feel valued, invested in and respected. In this session you will:

• Discover the benefits of midstream feedback delivery and some simple do’s and don’ts
• Understand methods for delivering feedback when you can’t be together in person
• Learn a strategy to help you hold the recipient accountable for improvement and to also remember the feedback yourself
• Recite ideas to track and manage midstream feedback so that you capture it for use in the formal evaluation process

Gain the ability to deliver feedback “on the fly” and as you go, so that those you work with are getting better year-round.

Delivering Transformative Feedback to Your Team

Everyone has areas for improvement, so why do we avoid addressing performance issues with team members and peers? In this session, we’ll explore the reasons that keep us from addressing needed performance improvements and overcome our fears and resignation to gain the confidence and commitment needed to deliver feedback that transforms individual and team performance, where you will:

• Identify barriers that keep us from addressing areas for improvement
• Learn ways to get to the true root cause of performance or behavior
• Recall methods and language to enable us to inspire others
• Discover an approach to clarifying ownership and accountability for the resulting improvement plan

Attend this session to gain the motivation you need to address long-standing performance improvements in your firm.

Driving Employee Engagement

Your people are your most important asset. When they are motivated and engaged, collaboration and client service is elevated and your firm is best able to work toward its strategic priorities for growth and development. In this half-day workshop, we’ll explore four strategies to drive employee engagement including:

• Putting people priorities first and actively managing your people
• Giving all work meaning
• Garnering input and feedback and acting on it
• (Really) Addressing low performance and bad behavior

We will also identify five signs of full engagement and what to do when they’re missing, including:

• Voting with their presence
• Vocal constructive contributions
• Caring about the entity and its success
• Meeting performance expectations
• Creating satisfied clients

Leave this workshop with an action plan for boosting employee engagement and understanding how to best motivate your people!

Questions about this course or a training? Contact us.

Effective People Development Strategies

Building a team of productive and motivated people is a challenge many firms face. It is important to have effective processes in place to assess your staff’s progress in achieving predetermined goals and build on that process to further their careers within your firm. Attend this course to learn how to:

• Set performance expectations and establish individual goals
• Apply different methods of providing performance feedback
• Develop Career RoadMaps and mentoring programs
• Use effective performance management and motivational strategies

Leave this session with an action plan to use to help your people and your firm succeed!

Questions about this course or a training? Contact us.

Fixing Feedback: Four Strategies to Better Develop Your People

Firms are shifting to continuous growth and feedback in their quest to quickly grow and develop their people. To get there, you need feedback mechanisms that communicate when team members are on track and where they can improve. Unfortunately, most firms currently employ cumbersome and ineffective performance management systems that don’t produce the necessary feedback soon enough. Explore four strategies to fix your firm’s feedback programs in this session, where you will:

• Identify methods for ensuring the right owner is in place for each team member’s development
• Explore methods for teaching your people the right ways to accept and deliver feedback
• Discover the right feedback frequency and how to communicate quick and easy mechanisms that work
• Recognize and avoid lengthy and ineffective appraisal tools and processes

Leave this session armed with the knowledge required to overhaul your feedback processes and begin reaping the benefits immediately!