Remote Work / ATAWW

Accountability in a Remote and Flexible Environment

Here's a bold statement - most firms, team, and leaders aren't clear about expected performance. When expectations ARE clear, projects run smoothly, and teams feel "in sync" with one another. When expectations AREN'T clear, everyone involved feels out of touch and uncertain about whether they are on track. This applies in any environment - in-person, remote, or blended. However, when we work away from one another, establishing clear expectations is even more important. In this session, you will:

• Recognize elements of an environment of clear expectations, including fundamental leadership behaviors and strategies that will create more clarity and accountability
• Identify old norms that hold your firm back from creating a more count-on-able environment and new paradigms that fit the more-remote and flexible work world you're operating in today
• Summarize the fundamentals of delegation and best practices for handing work off to any team member, along with specific strategies for collaborating with remote and asynchronous team members
• Implement communication models that will facilitate more intentional and consistent connection in a flexible environment

Leave this session prepared to create a more accountable, functional, effective, and motivated team, no matter where or when they're working!

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!

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!

Build a Practice You Love with Borderless Reach

Life is short, and we spend so much of it at work. Why not do work you love for clients that inspire you? Whether you are building a practice from scratch, or you want to shift your existing practice to include work and clients that light you up, you will have to let go of old paradigms. When you do so, you'll develop a practice that inspires both you and your team. The learning objectives for this course are to:

• Identify methods for defining your ideal target clients and engagements with a strategy to transition those that don't fit
• Define your value proposition and what makes you unique, special, and different
• Redefine your geographic boundaries and how you can reach targets beyond your local geography
• Discover methods to successfully sell and service clients from a distance

Leave this session with actions you can take to develop more specialized, profitable, and fun clients!

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.

Clarifying Your Firm's Remote and Flex Philosophy

Workplace flexibility is a must-have in today’s employment arena. When firm leaders aren’t clear about their firm’s flexible and remote work philosophy among leaders and with their team members, they often experience a “gap” in the results they were hoping to accomplish. To maximize team engagement and attract the right people to your firm, it’s important to crystalize your firm’s “strategic position” along the spectrum of remote and flex cultures. In this session, you will: 

• Recognize the expanse of remote and flex philosophies and program options from “we don’t care when and where you work” to “45 hours a week is required, and we expect to see you all five days in the office”  
• Implement a brand “risk management assessment” of various positions along the spectrum of options 
• Identify the steps to produce a clear “how we work” document to govern the way all team members “operate,” ensuring your team remains in communication, collaborative, and accessible and responsive to one another and clients 
• Produce more committed and consistent support of your partners and managers, ensuring that their words and actions reflect your chosen remote and flex positioning 

Leave ready to create more realistic and unified expectations for your remote and flex approach!