Leadership - Organizational

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!

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• Identify outdated management tenets that no longer work and new management approaches that inspire team members and produce results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!

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!

As a partner and firm leader, you play an important role in securing the future of the firm by the way you relate to and support each other and your people. You have a direct opportunity to influence the engagement of your fellow partners and team members in meaningful ways. Transparent communications act as a critical foundation for truly “get better” relationships with others.  Attend this workshop to explore how to increase your effectiveness as a leader of people, including:

• Deepening trust with one another and with your people
• The mindset, attributes and investment needed to be the people developer your people expect – and need – you to be
• Developing rapport and identifying the “current state” for each other and your people
• Mapping learning or “practice” opportunities to accelerate development and achieve goals
• Advocating so your team members are represented and have visibility with current leadership and clients
• Developing effective coaching techniques including delivering feedback that inspires change
• Being open to feedback on how you and the entire leadership team can better support your people
• Quick and effective communication techniques to stay close to your team members, including holding regular huddles

Leave this session with the tools to be a more trusting leader and an impactful and engaging talent developer to further the growth, success and sustainability of the firm.

Building a Truly Progressive, NextGen Firm (1-day workshop)

With impending succession and the proliferation of automation, the profession is facing unprecedented change. Firms are challenged to now focus on the dreams, goals and desires of their multi-generational team members and clients. Leaders who recognize this shift and drive cultural change stand the best chance of remaining relevant, competitive and sustainable. Together, we’ll explore strategies to proactively prepare for and drive changes to ensure your competitive advantage. In this session you will::

• Learn engaging leadership cultural attributes centered around innovation and efficiently managing change
• Understand the three big factors driving change inside your firm: demographic shifts in talent, driving changes in client expectations, shifts in talent and the next technology revolution
• Identify methods to enhance your value to clients with a broader advisory approach
• Discover strategies to empower and engage NextGen while still embracing traditional team members and clients

Leave this session with ideas and tools to build a culture that inspires, excites and makes NextGen talent and clients proud to work at – or with — your firm.

Building a Truly Progressive, NextGen Firm

With impending succession and the proliferation of automation, the profession is facing unprecedented change. Firms are challenged to now focus on the dreams, goals and desires of their multi-generational team members and clients. Leaders who recognize this shift and drive cultural change stand the best chance of remaining relevant, competitive and sustainable. Together, we’ll explore strategies to proactively prepare for and drive changes to ensure your competitive advantage        :

• Learn engaging leadership cultural attributes centered around letting go, “getting better,” being open to change and failing forward
• Understand the three big factors driving change inside your firm: demographic shifts in talent, driving changes in client expectations, shifts in talent and the next technology revolution
• Discover strategies to empower and engage NextGen while still embracing traditional team members and clients

Leave this session with ideas and tools to build a culture that inspires, excites and makes NextGen talent and clients proud to work at – or with — your firm.

Building a Truly Progressive, Talent-Forward Firm

With all that’s happened in the last few years, the profession is facing unprecedented change. Firms are challenged to now integrate the dreams, goals, and desires of their talent into their core firm strategy. Leaders who drive cultural change stand the best chance of being a destination firm for high-potential talent. Attend this highly interactive, discussion-based session to explore strategies to engage, empower and develop your talent. After completion of this course, you’ll be able to:

• Identify critical cultural components that today’s talent are seeking, including a leadership culture centered on getting better, letting go, being open to change, and failing forward
• Recognize how embracing the changes facing our firms - remote and blended work, flexibility, technology, business model shifts, and new ways of learning to bring future leaders along faster - can create higher levels of engagement

Leave this session with ideas to shift your firm’s culture and identify new strategic priorities that inspire, empower, and retain your talent, providing a bright future for your firm.

Busy Season Survival Strategies

Busy season is a time when effective communication and efficiency is vital, but that isn't so easy with increased workloads and pressure. Attend this session to explore accountability, communication, employee engagement, and stress management strategies. You will:

• Learn ways to mitigate pressure during peak busy periods
• Understand how to use time management, communication, and personal and organizational stress management strategies
• Recognize tactics for managing expectations with family members and personal commitments before and during busy season

Leave this session with ideas you can implement immediately to ensure that the spring busy season is highly productive, positive, and successful!