We are faced with unprecedented times as we manage the impacts of the COVID-19 (coronavirus) endemic. The health and safety of our clients, colleagues and their families remain our top priority.

Remote and Blended Work How-To Videos
Update on Client Engagements, Learning Programs and Speaking Opportunities

Remote and Blended Work How-To Videos

Remote and blended work is here to stay, with many firms offering flexibility to choose where work is completed or even where team members live. According to our 2020 Anytime, Anywhere Work™ Survey results, over 81% of firms expect an increase in people working remote going forward. Yet, some firm managers and partners are still struggling with managing team members and serving clients in this remote and blended paradigm.

To help your firm’s partners and managers shift to this new remote and blended paradigm, we are excited to announce our new Remote and Blended Work Video Learning Programs designed to support you in driving further adoption of remote and blended work, wherever your firm is now. These on-demand DIY videos allow you to share them with your team members in smaller, manageable segments and use them over time to ensure that all team members benefit from new ways of thinking and working. The Video Learning Programs for CPA and Consulting Firms include:

Winning When Working in a Remote and Blended Environment ($399)

Firm-wide success in a remote, blended or hybrid environment won’t happen unless each of your people has the knowledge, strategies, and skills to be successful themselves when working remotely or when working with blended or hybrid teams. This video series focuses on individual skills development to ensure your people do their part to secure the firms success in your flex-forward work environment. When you combine these individual contributor work strategies with firm-wide remote and flex management strategies, your firm will be poised to capitalize on the new way of working – with talent and clients. This video learning program is comprised of the following segments:

  • Managing Mindset
  • Being Transparent
  • Clarifying Expectations
  • Communicating to Build Your Success
  • Creating the Right Work Environment
  • Staying Focused and Strong
  • Developing Your Hybrid Work Plan

Successfully Managing a Remote and Blended Team ($399)

Improve your firm’s ability to manage a remote and blended workforce. This video learning program includes a toolset with resources, customizable tools, and articles to help you implement these ideas, including our Remote and Blended Workforce Guidelines template. This video learning program is comprised of the following video segments:
  • Trends & Market Data
  • Mindset Shifts Required
  • Nurturing Culture and Staying Connected
  • Clarifying Expectations
  • Leveraging Technology
Successfully Serving Clients and Developing Business in a Remote and Blended Environment ($349)
Learn how to serve clients outside of your geography with strategies that also apply to in-area clients, which includes a toolset with resources, customizable tools, and articles to help you implement the ideas in this video series. This video learning program is comprised of the following segments:
  • Trends and Market Data
  • Being In Touch With Your Clients
  • Going Borderless With Your Niche
  • Building Your Brand
  • Remote or Blended Selling
Addressing Common Objections to Remote and Blended Work ($349)
Struggling with buy-in to remote? 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 video series, including:
  • Why Remote or Blended?
  • How Will I Manage a Remote or Blended Workforce?​
  • Will Remote Resources Be Productive?​
  • How Will I Train and Develop Remote Resources?​
  • Will We Lose Our Culture?​

You can purchase each of the video learning programs separately:

  • Winning When Working in a Remote or Blended Environment $399
  • Successfully Managing Remote and Blended Team Members  $399
  • Successfully Serving Clients and Developing Business in a Remote and Blended Environment  $349
  • Addressing Common Objections to Remote and Blended Work  $349

Or save $200 by purchasing all four Remote and Blended Work Learning programs at once for a total cost of $1,296.

At ConvergenceCoaching, LLC. we are here to provide support for your firm’s transition to a more remote, blended environment. Contact us to learn more about our personalized learning for teams, as well as coaching and consulting services.

Update on Client Engagements, Learning Programs and Speaking Opportunities

Client Engagements and Speaking Opportunities

We continue to monitor CDC guidelines and the potential impact they may have on our client engagements and programs. If you or your firm/organization has engaged us for services or considering doing so, check with your ConvergenceCoaching consultant for guidelines and questions, or email us here. At this time, we can facilitate any event in a remote or in-person format, based on the needs of your firm.

Leadership and Business Development Programs

If you are a registered participant, have someone from your firm participating, or are considering participating in our current or upcoming Transformational Leadership Program™ (TLP), please see below for updates related to your specific program. If you are a participant in our public Rainmaker Development Program® (RDP), Client Advisor Program™ (CAP) or ConvergenceCoaching®, LLC Leadership Development Program for Seniors and Supervisors™, those programs are entirely remote and are not affected by the endemic.

If your firm has engaged us or is considering engaging us for a privately held leadership or business development program, we will communicate with you related to the options we have for your firm’s program.

We have been a completely remote team for more than 20 years and have delivered countless remote and in-person engagements for firms in that time. Since the emergence of COVID-19, we have had great success redesigning in-person speaking sessions, workshops and strategic planning retreats and summits to create an experience that is as similar in a remote format to what participants would experience in person. Our remote learning and strategic planning meetings and retreats elicit similar opportunities for large and small group discussion, learning and networking/collaboration as would be fostered in an in-person environment, including the fun and social networking aspects. Options for a virtual happy hour, early morning group workouts, and opportunities to connect with one another personally and professionally can be integrated, too!

Transformational Leadership Program (TLP)

Most components of the TLP are held in a remote format (all five coaching calls, all seven interactive webinars and the online self-study courses). The only in-person element is the 2-day Workshop 1 event. We are excited to return to in-person for our first workshop events, beginning in 2022.

As we monitor CDC guidelines for any changes, the health and safety of our clients, colleagues and their families remain our top priority. Please note, we reserve the right to shift engagements to a remote format if we feel it is in the best interest of these individuals.

If you have questions about how the COVID-19 endemic impacts your engagement or our learning programs, please contact us at info@convergencecoaching.com.