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

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:

  • Jennifer Wilson

    Partner and Co-Founder

  • Tamera Loerzel


  • Renee Moelders


  • Samantha Mansfield

    Senior Consultant

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

  • 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.

    Grace Horvath

    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.

  • If I were to choose one word to describe my TLP experience, it would be intentionality. As I have progressed as a leader, I am more intentional about where I serve on committees, my practice development efforts and my client focus. A significant result is the culmination of my TLP project and the launch of KSM’s Tax Academy. This project provided a consistent forum for learning and internal networking for our tax team and increased visibility and deeper relationships across the firm for me. Because of the TLP, I approach opportunities with more genuine self-confidence and strive to work at my highest and best use, elevating my contribution to the firm.

    Ashley Christie

    Director, Katz, Sapper & Miller

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!