Events Search and Views Navigation
November 2019
Please join us for the upcoming webinar “Win More Pursuits By Demonstrating Your Value,” facilitated by ConvergenceCoaching, LLC and held on November 12th from 10:00 AM ET to 11:30 PM ET. Program Description: Ensuring that your prospect or client feels that you understand their challenges – and how to solve them – is key to engaging new client service opportunities. At the same [...]
Find out morePlease join us for the upcoming webinar “Win More Pursuits By Demonstrating Your Value,” facilitated by ConvergenceCoaching, LLC and held on November 12th from 10:00 AM ET to 11:30 PM ET. Program Description: Ensuring that your prospect or client feels that you understand their challenges – and how to solve them – is key to engaging new client service opportunities. At the same [...]
Find out moreDecember 2019
Renee Moelders & Jennifer Wilson will speak on the following topic(s) at the Digital CPA Conference 2019: KPIs That Drive Results for the Firm of the Future (Renee) The Art of Query: Delivering Value by Asking the Right Questions (Jen) Growth Strategies (Jen) Use promo code "PEER" for $100 off registration
Find out moreRenee Moelders & Jennifer Wilson will speak on the following topic(s) at the Digital CPA Conference 2019: KPIs That Drive Results for the Firm of the Future (Renee) The Art of Query: Delivering Value by Asking the Right Questions (Jen) Growth Strategies (Jen) Use promo code "PEER" for $100 off registration
Find out moreThe market is dynamic and fast-moving, and it’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes. Which trends should [...]
Find out moreThe market is dynamic and fast-moving, and it’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes. Which trends should [...]
Find out moreJanuary 2020
This workshop is part of the 2019-20: Transformational Leadership Program™ (TLP). During this first 2-day mandatory Workshop, participants will: Enhance their ability to manage change within their firms and lives by understanding the psychology and mechanics of change, how to adapt to continuous change personally and methods for moving others being lead along the change [...]
Find out moreMarch 2020
Thursday, March 26th, 11:30 AM - 1:00 PM CT: With concerns over COVID-19 and the flu, there’s a heightened focus on staying healthy and reducing the spread of germs. There has never been a more appropriate time to fully embrace and utilize remote work options than today. Firms know that flexibility and remote work is [...]
Find out moreApril 2020
Tuesday, April 7th, 11:00 AM - 12:30 PM CT The COVID-19 Crisis has firms and leaders pivoting to focus on the continued viability of their practices and their clients’ businesses in the face of the virus, social distancing and lockdowns. The good news for your firm is that your clients need your help pivoting themselves [...]
Find out moreMay 2020
This workshop is part of the 2019-20: Transformational Leadership Program™ (TLP). During this second 2-day mandatory Workshop, participants will: Learn new recruiting tools and strategies to find the best and brightest Understand individual career motivators of the different generations at work and how to appeal to them Identify the attributes of transformational leadership and how [...]
Find out moreEnroll your managers, principals/directors, and new partners in the Transformational Leadership Program™ (TLP) to transform them into your firm’s future leaders. This year-long, in-depth program begins with self-assessments as soon as you enroll. The TLP is designed to help your future leaders honestly identify their strengths and areas for improvement, develop strategies and skills to drive performance improvements, [...]
Find out moreMay 28th, 11:00 AM - 12:30 PM ET Join Jennifer Wilson and Renee Moelders to explore various methods for managing your firm in a down economy to protect your firm while locking your high-potential team members in for the long-term. This event is limited to CPA Firm Management Association members only. Click Here to Learn [...]
Find out moreJune 2020
Wednesday, June 3rd - 1:00PM-2:30PM ET Brianna Johnson and Renee Moelders will speak on the following topic for the BDO Alliance webinar, Delivering Impactful Webinars for Your Clients and Prospects: The COVID-19 crisis is an essential time to stay in front of clients and prospects. Between financial management advice amidst the downturn, government aid programs [...]
Find out moreWednesday, June 10th - 1:00PM-2:30PM ET Brianna Johnson and Renee Moelders will speak on the following topic for this BDO Alliance webinar, Managing Your Remote Work Successfully: Our firm pivoted quickly to remote work to manage fears of contagion and comply with social distancing. This run to remote has forced us to address our attachment [...]
Find out moreJune 12th: Two Sessions Available- 9:00AM or 11:30AM CT (45 Min) Renee Moelders will speak on the following topic for this BDO Alliance webinar, Remote Business Development in the Age of Social Distancing: Developing new business from existing clients, prospective targets, and referral sources is primarily about relationships and in the age of COVID-19 and [...]
Find out moreJuly 2020
Tuesday, July 21st - 2:00PM - 3:00PM ET Tamera Loerzel and Renee Moelders will speak on the following topic for this AGN member webinar, Market Trends and the Impact to Your Firm: The pandemic is causing us all to shift how we operate and change our day-to-day operations. But how does what you’re doing in [...]
Find out moreThursday, July 30th, 10:00 AM - 11:30 AM CT The COVID-19 crisis is an essential time to stay in front of clients and prospects. Between financial management advice amidst the downturn, government aid programs like CARES, PPP and other SBA offerings and figuring out how to shift their businesses with social distancing, your clients need [...]
Find out moreAugust 2020
Thursday, August 6th, 10:00 AM - 11:30 AM CT Presenting your ideas with power and persuasion is a critical leadership skill and both an art and a science. With the shift to more remote work and online networking events, leaders must develop their skills for both types of audiences. Attend this session to explore a [...]
Find out moreThursday, August 6th: 1:00-2:30PM CT Renee Moelders & Tamera Loerzel will speak on the following topic for this BDO Alliance webinar, Time Management Strategies to Create Focus: You can’t change the number of hours in a day, but you can be more impactful with the time you have. In this session, we will discuss methods [...]
Find out moreTuesday, August 11th, 2:00PM - 3:30PM CT Renee Moelders and Brianna Johnson will speak on the following topic at this BDO Alliance webinar, Remote Business Development in the Age of Social Distancing. Developing new business is primarily about relationships. As we begin living with the pandemic in our midst and working in a blended environment, [...]
Find out more
The ConvergenceCoaching® Client Advisor Program (CAP) is now open for enrollment!