CPA Associations

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CPA Associations2019-10-31T16:58:49-06:00

We love working with state societies and association leaders to provide your members and participants with learning that truly makes a difference for them and for your organization, too. We partner with organizations like yours on speaking events, leadership and soft skills development as well as some tailored consulting and strategic planning. Read below to learn more about our services for state societies and associations.

Conferences & Events
Programmatic Leadership & Soft Skills Development

Conferences & Events

When it comes to your conferences and events, we provide engaging, relevant and action-driven content. As experienced consultants and thought leaders in the CPA profession, we deliver content that makes people think and inspires them to change.

We facilitate topics for keynote and breakout presentations, all-day workshops and web-based events. Our facilitation style emphasizes audience participation, paired sharing, small group work and encourages participants to listen for concrete strategies and tactics they can take away from each topic. You’ll often find us speaking at major profession events, including:

  • AICPA conferences
  • State society conferences
  • Association meetings for the BDO Alliance, CPAmerica, PrimeGlobal, PKF North America, Digital CPA, CPA Firm Management Association (CPAFMA) and more

Visit our course catalog to learn more about our course and workshop offerings, which can be customized to meet your goals. Then, contact us to discuss your event details. If you’d like to learn more about our speakers click on their name below for their full bio:

Michael Horwitz

ConvergenceCoaching has consistently provided the independent members of the BDO Alliance USA with their clear, thoughtful, and valuable insights into “best practices” of accounting firm leadership, marketing, business development, and internal communication for many years. And their abilities to help accounting firms evolve into advisory firms is critical to the success of all firms expecting to remain relevant. ConvergenceCoaching is responsive and comprehensive in their efforts, and they consistently exceed the expectations of our independent member firms.  Most importantly, they are great people! We are very proud that they are members of the BDO Alliance USA.

| Executive Director, BDO Alliance USA|

Let us help make your next conference or event one to be remembered!

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Grace Horvath

We really appreciate our relationship with ConvergenceCoaching. Our partnership has allowed our CPAmerica member firms to identify and address the most pressing opportunities and challenges facing their practices today and in the future. Their information-sharing, discussion-oriented approach invites collaboration among our firm members. The best practices and tools that Convergence shares are always valuable for firm leaders seeking to drive growth and improvement. We truly value their thought leadership in driving positive change in our profession.

| Vice President of Services, CPAmerica International|

Programmatic Leadership & Soft Skills Development

If you’re seeking to provide your members access to structured leadership and soft skills development, look no further. We partner with CPA associations to offer our popular Transformational Leadership Program™ (TLP) and Rainmaker Development Program® (RDP), providing a unique learning and networking opportunity exclusively for your members.

We can also tailor programs to fit your organization’s unique member needs. Contact us to learn more.

Kim Fantaci

We have hired ConvergenceCoaching for several years and are more pleased with each engagement. The presentations have helped our event attendees with invaluable expertise in leadership, human resources, and marketing. Whether it is an all-day workshop or an hour-long presentation, the ConvergenceCoaching team always brings us the latest information in a dynamic and professional manner. We couldn’t provide the level of education we do without CC’s support.

| President, CPA Firm Management Association|

Don’t See Your Need Listed?

We work with state societies and associations on a variety of individualized needs including special program development and strategic planning, so please contact us to discuss ways we can collaborate. We want to help you make a difference for your members!

Our annual Holiday Exercise Streak kicks off on 11/28!

Click to learn more!