CPA Trendlines, a trusted source for actionable intelligence for the tax, accounting and finance community, is teaming up with ConvergenceCoaching®, LLC, a leadership and management consulting firm specializing in mindset and business model transformation and empowering the Next Generation, so firms prosper and thrive. ConvergenceCoaching consultants drive game-changing transformation through leadership development and coaching, strategic and vision planning, firm growth, client relationship strategies, and talent strategies.

We have curated these courses and webinars specifically for CPA Trendline members to develop strategies for future success.

Use the introductory discount code “Trendlines10” to save $10 on these select offerings.

Live Webinars

Remaining Independent: What Does it Take?

In this market of rampant consolidation, some firms are able to remain independent. What are the strategies that sustain these thriving firms? Attend this session to explore the business-model transformations innovative firms have undertaken that give them the confidence, and the ability, to maintain an independent governance structure and continue to grow on their own. In this session you will:

  • Identify steps needed to move to a healthy, one-firm governance structure and a culture of sustainability
  • Differentiate the attributes needed to systematically develop future leadership with those firms that lack a strong bench
  • Compare the performance measurement, compensation, and innovation practices of sustainable firms

Leave this session with a better idea of the investments needed to pass your firm's legacy onto future generations.

Date and Time: August 28, 2024 from 12:30PM - 2:10PM CT
Who Should Participate: Current and NextGen firm leaders, Partners, Directors, and Managers
Duration: 100 Minutes
Level: Intermediate
Instructional Delivery Method: Group internet-based
CPE Credits: 2
NASBA Fields of Study: Business Management & Organization
Prerequisites: Experience in firm leadership and strategic planning
Advanced Preparation: Any materials to be prepared in advance of the interactive webinar will be sent to participants via email

ConvergenceCoaching, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPA firms are advised to regularly check with their State Boards of Accountancy to understand the specific CPE requirements, including acceptable CPE credit increments, for their jurisdictions. Each state may have its own rules and regulations governing the increments in which CPE credits are accepted. Compliance with state-specific CPE regulations is the responsibility of each individual CPA firm and its practitioners.

For information regarding our refund, complaint, and program cancellation policies, please click here.

  • Tamera Loerzel

    Partner

  • Renee Moelders

    Partner

Recorded Webinars

Becoming a Powerful and Effective Delegator

Delegation is a leadership must-have as no organization can grow, or survive succession, without encouraging its leaders to delegate. Unfortunately, real delegation is often desired and seldom practiced. At some point or another, we’re all guilty of one or more of the seven “sins” of delegation.

After viewing this presentation you will be able to:

  • Delegate with clarity by ensuring ownership and expectations are established
  • Identify ways to say no
  • Communicate how new requests fit into existing priorities
  • Avoid the seven “sins” of delegation

Purchase of this recorded webinar gives you access for one year to view the recording and a link to download the PowerPoint, tools, and additional resources!

Letting Go with Grace – Leaving the Legacy You Intended

For many, it can be extraordinarily difficult to give up your life's work and transition into retirement. This session is designed to help those retiring, and supporting retirees, in developing an all-new possibility for life after retirement. Retirement can be a fantastic new phase of life - for the retiree and the firm. Join us for this session to see how!

After attending this presentation, you will be able to:

  • Identify your up-and-comers and the skills, experience, and behaviors expected
  • List the psychological barriers involved in retirement and how to overcome them
  • Recognize new roles to develop that leverage retiree's wisdom and abilities

Purchase of this recorded webinar gives you access for one year to view the recording and a link to download the PowerPoint, tools, and additional resources!

Delivering Transformative Feedback to Your Team

Everyone has areas for improvement, so why do we avoid addressing performance issues with team members and peers? In this session, we'll explore the reasons that keep us from addressing needed performance improvements. We'll learn to overcome our fears and resignation to gain the confidence and commitment needed to deliver feedback that transforms individual and team performance. Attend this session to gain the motivation you need to address long-standing performance improvements in your firm.

After viewing this presentation, you will be able to:

  • Distinguish between various feedback methods and uses
  • Recognize what holds us back from delivering necessary feedback and how to overcome those obstacles
  • Identify an approach to clarifying ownership and accountability for the resulting improvement plan

Purchase of this recorded webinar gives you access for one year to view the recording and a link to download the PowerPoint, tools, and additional resources!

Self-Study Courses

Managing Difficult Conversations Successfully

At ConvergenceCoaching, we understand the need for soft skills development to compliment the technical training you provide your people. Now partners, managers, staff, and administrators can all benefit from our relevant, practical online courses on leadership and personal development by using our new self-study distance learning program. All of our online courses are accredited for continuing professional education (CPE).

Managing Difficult Conversations Successfully is a distance learning, self-study course available online at the ConvergenceCoaching Learning Center.

We all encounter professional conflict whether with clients, vendors, co-workers, staff or competitors - and our professional lives are filled with opportunities to manage upsets, disappointments, and hurt feelings. That's why we have developed this course to provide you an opportunity to explore your current conflict management techniques and to learn new strategies for managing difficult conversations with confidence and in a collaborative manner that allows you to retain the integrity of your relationships with others.

During this course you will have the opportunity to develop your conflict management skills as we work to achieve 14 specific learning objectives by covering two specific segments: Approaches to Conflict and the Eight-Step Conflict Methodology. Some of the learning objectives are to enable you to:

  • Identify the benefits of conflict in the workplace
  • Recognize the definition of triangulation and identify behaviors that spawn triangles
  • Recognize the eight steps of our conflict methodology
  • Recognize ways to powerfully set up your meeting with your conflict partner

Duration: Up to 90 days
Delivery Method: Online Self-Study
Level: Basic
CPE: 3.6 credit hours
NASBA Fields of Study: Communications & Marketing
Prerequisites: None
Advanced Preparation: None

ConvergenceCoaching, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPA firms are advised to regularly check with their State Boards of Accountancy to understand the specific CPE requirements, including acceptable CPE credit increments, for their jurisdictions. Each state may have its own rules and regulations governing the increments in which CPE credits are accepted. Compliance with state-specific CPE regulations is the responsibility of each individual CPA firm and its practitioners.

For information regarding our refund, complaint, and program cancellation policies, please click here.