Leadership - Personal

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!

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!

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!

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!

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.

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 Compelling Presentations (1-day workshop)

Practicing your presentation in front of an audience, trying new approaches and getting feedback and ideas you could apply elevates your confidence and ability as a powerful public speaker. In this half or one-day workshop, you will:

• Practice extemporaneous or impromptu speaking
• Deliver a 4-6 minute presentation based on the guidelines given in
• the kick-off call
• Identify the do’s and don’ts for delivering powerful presentations
• Receive individual feedback from CC, LLC on their presentation to
• Reinforce what worked and ideas for improvement
• Learn from others’ presentations and the feedback they receive

Leave this session inspired to go deliver your next presentation with confidence and power.

Designing an Impactful, Transformative Partner Retreat

For the last two years, leaders have been in crisis mode, navigating constantly shifting waters. As the horizon becomes clearer, leaders are ready to get together again and proactively chart their course forward. When planning your next partner retreat, incorporate ways to make it most impactful and difference-making. In this session, we will explore techniques to plan and execute transformative retreats including ways to:

• Identify the objectives for the retreat – team building, visioning, strategic planning, learning, and/or problem-solving
• Determine who should facilitate and participate in the retreat
• Deploy various forms of data gathering and pre-work from various sources (inside and outside the firm) to help drive the agenda
• Foster an environment that elicits open, honest, and transparent communication
• Use different sharing and decision-making facilitation techniques to ensure all perspectives are heard and clarity is achieved
• Leave with action items and assigned owners and follow up with a written recap

The entire marketplace is going through dramatic transformation. Impactful partner retreats will unify your team around your planned strategies to address change and communicate the priorities to the team to ensure readiness, responsiveness, and sustainability.