We are faced with unprecedented times as we manage the impacts of the COVID-19 (coronavirus) pandemic. The health and safety of our clients, colleagues and their families are out top priority. We've curated a range of resources to help you navigate this unchartered territory in your business.

Access Our Resources and Strategies for Managing Amidst COVID-19
Remote and Blended Work Video Learning Programs
COVID-19 Webinar Series
Download Our Free Remote Toolset
Third Party Resources
Update on Client Engagements and Learning Programs

ConvergenceCoaching Strategies & Resources

We have a range of resources, tools and suggested strategies for managing your firm, people and clients during the COVID-19 pandemic. Check them out below:

Blogs and Articles:

Podcasts:

Remote and Blended Work Video Learning Programs

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:

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:
  • 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 $100 by purchasing all three Remote and Blended Work Learning programs at once for a total cost of $997.
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.

Third Party Resources

Update on Client Engagements and Learning Programs

We are closely monitoring the COVID-19 pandemic and the potential impact it may have on our client engagements and programs based on CDC social distancing guidelines, as well as state and federal mandates. If you or your firm/organization has engaged us for services or considering doing so, please read our latest updates related to COVID-19 outlined here.

Client Engagements and Speaking Opportunities

We are currently only booking remote engagements through the first part of 2021. We will book in-person engagements with the understanding that an in-person format may be changed to remote delivery depending on current guidance from the CDC, states and Federal government surrounding the pandemic. We are and will continue to be in communication with our clients and any prospective clients as time and the situation progress.

If you have any questions, please reach to your ConvergenceCoaching consultant, or email us here.

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 pandemic.

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 options we have for your firm’s program.

We have been a completely remote team for 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)

  • Current Programs:
    • Fall 2020-21 –Most components of the TLP are held in a remote format (all six coaching calls, all seven web-based roundtables and the online self-study courses). The only in-person elements are the two 2-day workshops. Workshop 1 was successfully converted to a web-based format on January 19-20, 2021. The ConvergenceCoaching team has been carefully watching the progression of COVID-19 and monitoring the advice of the CDC for traveling and meeting in large groups. Based on that information and participant input, we have decided to take Workshop 2 on May 11-12, 2021 to a remote format.
  • Upcoming Programs:
    • Spring 2021-22 –Most components of the TLP are held in a remote format (all six coaching calls, all seven web-based roundtables and the online self-study courses). The only in-person elements are the two 2-day workshops. The ConvergenceCoaching team has been carefully watching the progression of COVID-19 and monitoring the advice of the CDC for traveling and meeting in large groups to help us make a decision about the format of upcoming workshops.

For now, the two-day workshops may still be held in-person, depending on how the situation progresses. Regardless of the format, we are committed to creating an engaging and exciting event for you and your fellow TLP participants.

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