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January 2019
Join us on Tuesday, January 22 from 11am - 12:15pm ET for our web seminar: Preparing For a Healthier, Happier Spring Busy Season Compressed work periods require extra effort to take care of yourself AND keep up with work and personal commitments. This places stress on you and your team, which can lead to decreased [...]
Find out moreJoin us on Tuesday, January 22 from 11am - 12:15pm ET for our web seminar: Preparing For a Healthier, Happier Spring Busy Season Compressed work periods require extra effort to take care of yourself AND keep up with work and personal commitments. This places stress on you and your team, which can lead to decreased [...]
Find out moreFebruary 2019
Join us on Valentine's Day from 11am - 12:30pm ET for our web seminar: Spread a Little Love – You’re NEVER Too Busy to Give Feedback You’re in the middle of busy season, with multiple engagements in play and the team running in fifteen different directions. Are you investing your precious gift of time by [...]
Find out moreJoin us on Valentine's Day from 11am - 12:30pm ET for our web seminar: Spread a Little Love – You’re NEVER Too Busy to Give Feedback You’re in the middle of busy season, with multiple engagements in play and the team running in fifteen different directions. Are you investing your precious gift of time by [...]
Find out moreMay 2019
Today’s competition for talent is driving organizations to allow more employees to work from a place of their choosing, especially with technology currently in place in most firms that makes virtual work simple and seamless. Employees gain more control over where they perform work and firms benefit, too, by engaging and retaining employees and acquiring [...]
Find out moreToday’s competition for talent is driving organizations to allow more employees to work from a place of their choosing, especially with technology currently in place in most firms that makes virtual work simple and seamless. Employees gain more control over where they perform work and firms benefit, too, by engaging and retaining employees and acquiring [...]
Find out moreToday’s competition for talent is driving organizations to allow more employees to work from a place of their choosing, especially with technology currently in place in most firms that makes virtual work simple and seamless. Employees gain more control over where they perform work and firms benefit, too, by engaging and retaining employees and acquiring [...]
Find out moreJune 2019
Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is the effective transition of responsibility. Transition affects far more than the retiree – because their transition creates a ripple [...]
Find out moreOrganizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is the effective transition of responsibility. Transition affects far more than the retiree – because their transition creates a ripple [...]
Find out moreJuly 2019
According to Gallup’s CEO and Chairman, Jim Clifton, “The single biggest decision you make in your job—bigger than all of the rest—is who you name manager.” Gallup cites a person’s manager as one of the top reasons given for a lack of employee engagement. Old norms and methods of managing team members don’t work anymore— [...]
Find out moreAccording to Gallup’s CEO and Chairman, Jim Clifton, “The single biggest decision you make in your job—bigger than all of the rest—is who you name manager.” Gallup cites a person’s manager as one of the top reasons given for a lack of employee engagement. Old norms and methods of managing team members don’t work anymore— [...]
Find out moreAugust 2019
Even though some may want to focus on “fixing” partner compensation first, the last element of developing partner performance and accountability is rewarding performance. A properly designed and well-thought-out partner compensation system can drive desired behaviors and inspire your partner group to achieve high performance. Likewise, a poorly designed system will drive unwanted behaviors and [...]
Find out moreEven though some may want to focus on “fixing” partner compensation first, the last element of developing partner performance and accountability is rewarding performance. A properly designed and well-thought-out partner compensation system can drive desired behaviors and inspire your partner group to achieve high performance. Likewise, a poorly designed system will drive unwanted behaviors and [...]
Find out moreNovember 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 moreDecember 2019
The 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 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 moreThursday, April 16th, 10:00 AM - 11:30 AM CT The COVID-19 Crisis has created incredible disruption, fear, and frustration. Social distancing is causing loneliness and hanging out 24x7 with our “shelter mates” could be driving us crazy. And, working from home (#WFH) has forced many to undertake a crash course in remote work. This means [...]
Find out moreThursday, April 23rd, 10:00 AM - 11:30 AM CT Given the current economic uncertainty resulting from the COVID-19 Crisis, some firms are concerned about a revenue dip leading to cash flow issues and the need to reduce expenses to maintain the long-term health and well-being of the firm. The current shift in the economy requires [...]
Find out moreMay 2020
Enroll 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, [...]
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