Emerging Leaders

Becoming a Powerful and Effective Delegator

Delegation is a leadership must-have as no organization can grow or survive succession without encouraging its leaders to delegate. Unfortunately, real delegation is often desired and seldom practiced. At some point or another, we’re all guilty of one or more of the seven “sins” of delegation. In this session, we’ll explore ways to become better delegators and encourage the highest and best use for all team members, when you:

• Understand an approach to delegating with clarity by ensuring ownership and expectations are established
• Uncover ways to say no and prioritizing and negotiating new requests
• Learn ways to avoid the seven “sins” of delegation
• Recognize methods to ensure accountability occurs

Attend this session to gain concrete strategies for empowering and developing others through powerful delegation!

Becoming an Unstoppable Business Developer

Attend this session to gain insights and skills to develop your confidence and ability to become a business developer and drive new resources and revenue for your firm. We will explore five critical business development skills where you will:

• Understand the kind of business developer you are – and strive to be
• Identify key strategic relationships with referral sources, prospects, and clients
• Outline strategies to build your network to expand your sphere of influence
• Indentify specific accounts to target to close the right business
• Recite ways to position yourself as a thought leader

Leave this session with specific actions and ideas to master your business development skills that generate new opportunities for your firm.

Being a Leader Regardless of Your Role

No matter what position you hold in your accounting or consulting firm, your ability to lead will determine the extent of your success. Leadership skills enable you to guide clients effectively, get team members and firm leadership to buy in to your ideas, and develop the respect and reputation you need to get ahead. Attend this session to explore leadership fundamentals including:

• Identifying key leadership attributes and activities
• Evaluating who you are as a leader and methods to encourage feedback from others
• Exploring ways to be a high-integrity, accountable leader

Leave this session with an action plan for strengthening your ability to lead, regardless of your role!

Building Trust and Credibility to Enhance Your Professional Image - 1.5 Day Workshop

Participants will:

• Explore what they learned and have applied from the online time management course
• Explore how to convey confidence through a professional appearance and image
• How trust is earned and maintained
• Trust-building behaviors including integrity, accountability, and straight talk
• What to do when trust erodes or is broken
• The fundamentals of forgiveness
• Develop a code of personal conduct or behavior that demonstrates respect for your organization, co-workers, clients, prospects, and others
• Build confidence in making the right choices when ethical issues arise in your business environment
• Understand various CPA firm success metrics, such as fees per partner, income per partner, leverage, chargeability, realization, utilization, and more
• Identify the integration between the various metrics, the risks of statistic manipulation, and the need to focus on the right metrics for your firm
• Discuss ways that you can influence firm profitability in the way you manage your people and engagements

Leave this session with ideas to significantly enhance your professional image and be seen as a credible and sought-after resource!

Business Development & Sales Skills Workshop (1-day workshop)

Attend this course and learn how to identify opportunities with your prospects and existing clients and then package and position your firm’s products and services so that they are understood and accepted. You will also learn how to identify and qualify opportunities while applying our proven sales methodology to your sales opportunities. In this workshop,  you will:

• Recognize the emotions and needs that drive our clients to choose to work with us
• List the methods for developing rapport, deepening relationships, and gaining clients’ and prospects’ confidence in sharing their true needs and wants
• Distinguish qualification techniques and other identification methods to help you uncover client and prospect needs
• Demonstrate approaches to articulate your solution, product, or service – and know when to “tell” versus “ask”
• Describe closing approaches that will help you win engagements
• Generate ideas for managing your personal sales processes and tracking and prioritizing your prospects so you can focus on the most strategic opportunities

Participants will identify one client or prospect opportunity they will approach as a result of this discussion, together with one commitment of a new behavior they will adopt.

ConvergenceCoaching^®, LLC Leadership Development Program for Seniors and Supervisors™

CPE: Up to 13 credit hours in the areas of Personal Development and Marketing and Communications

ConvergenceCoaching^®, LLC Leadership Development Program for Seniors and Supervisors™ is an opportunity for seniors and supervisors in accounting and consulting firms to learn foundational leadership skills and grow their personal effectiveness and productivity. Over the course of seven weeks, participants will engage in four live remote roundtables and one self-study course on the following topics:

Leading From the Middle We all influence others, regardless of our roles. Every day, you have the opportunity to engage and inspire others, just by who you are being. Are you being the type of leader you would want to follow? Attend this session to explore ways to elevate your leadership, including:

• Becoming self-aware  by exploring your strengths and shortcomings and how you manage yourself accordingly
• Learning how to solicit and embrace feedback on your performance so that you can grow
• Understanding your role and gaining confidence in being a senior or supervisor in your firm
• Leading with generosity and operating from a leadership mindset

Leave this session with enhanced emotional intelligence to step up your leadership game!

Creating a Culture of Ownership on Your Jobs In your role, you're likely both the giver and receiver of delegated tasks. When you exhibit and convey ownership of assignments, you produce and achieve so much more than the expected results! Attend this session to:

• Explore ways to exhibit ownership on your assigned tasks and within your role
• Learn a method for effectively delegating to and receiving delegation from others
• Understand ways to take ownership for your career progression

Complete this segment ready to convey ownership to others so you can take on more yourself.

Becoming an Excellent Communicator There is no such thing as a silent leader. If you want to influence others and make your ideas heard, you must be able to effectively communicate. If you want to address what's important to others, listening is critical, too. In this session, we'll:

• Identify strategies for actively listening so that you learn from what you hear
• Understand methods for communicating more effectively to ensure your message gets across, especially in a remote or blended environment
• Recognize common pitfalls in verbal and written communication
• Learn one method for delivering feedback constructively to others

Leave this session with actions you can begin immediately to increase your impact as a leader.

Increasing Your Professional Visibility and Reach Building relationships early in your career provides you numerous benefits. You're more likely to have influence over the types of clients you work with, deeper client relationships, more new client needs, greater buy-in to your ideas for the firm and more opportunities for growth and progression. In this session, we'll:

• Explore ideas for networking internally to foster relationships with colleagues and firm leaders
• Define ways to build relationships and trust with clients
• Understand an approach for developing your external networking strategy

Leave this session with ideas to raise your profile and build a valuable network!

To learn more about this program, click here.

CPA Firm Success Metrics: Understanding Practice Economics

Services, technology, where we work...these aspects of our business have changed dramatically in the last 5-10 years. Why is it that we still use the same KPIs to measure success? Drop old-school metrics and determine the right leading indicators that fit your unique practice area. With the right measures in place, you’ll be on your way to creating a high-performance, future-ready practice. In this session, we will cover the following learning objectives where you will:

• Define traditional measures so you can speak the language of other firm leaders while demonstrating new approaches
• Identify results-based measures to inspire your team members, driving the right kind of activities that will sustain and grow the practice
• Recognize ways that you can influence practice profitability as well as the success of the firm in the way you manage your people and engagements

Leave this session with a clearer picture of how you can affect the financial mechanics that drive practice profitability and success!

Delivering Compelling Presentations

Presenting your ideas with power and persuasion is a critical leadership skill and is both an art and a science. Attend this session and explore a methodology and the nuances of developing and delivering powerful presentations tailored for your audience, where you will:

• Understand the natural inhibitors we experience when speaking to groups of people
• Learn how to research, organize, and develop effective presentations
• Recall important presentation and facilitation techniques to keep your audience engaged
• Identify tools and resources to help develop your skills as a powerful presenter

Leave this session with confidence to develop and deliver effective presentations to ensure your message is being heard!

Delivering Exceptional Client Service

In a professional services firm, our people make or break the quality our clients perceive. Still, we seem to take for granted that everyone knows the foundational elements of exceptional client service and may not spend enough time training or communicating on this critical subject. Attend this session to explore the most important elements of exceptional client service including:

• Ensuring that you and your team have a client-centered mindset
• Methods for building rapport and trust
• Developing a problem-solving culture and toolset
• Developing a consistent project management approach
• Follow through and internal communication techniques
• Tips and ideas to enhance your firm’s client service

Leave this session with a more thorough understanding of the “art” of client service and enhance your firm’s ability to make your clients feel valued.

Questions about this course or a training? Contact us.