Our firm has worked with ConvergenceCoaching for nearly a decade now. We first engaged Convergence to lead a firm retreat and assist with the creation of our mission, vision and values. That progressed into monthly calls with our leadership team regarding firm strategy, goals and alignment. More recently, our relationship has evolved into bi-monthly coaching calls with each of our firm leaders on an individual basis. Regardless of what our needs have been, Convergence has consistently delivered sound advice and wisdom to aid our growth and development. We look forward to the next decade with them by our side.
Managing Partner, WellsColeman
ConvergenceCoaching has been an extraordinary partner in helping our firm evolve and implement effective strategies for both external and internal challenges and opportunities. We rely on Convergence extensively for partner coaching, firm retreats and strategic planning, training through webinars and workshops as well as their TLP and leadership development offerings.
They are insightful thought leaders helping us address our toughest challenges. They relate to and connect with all levels within our organization. I would be remiss if I didn’t mention that I have personally benefited from Jen’s wisdom and am also grateful for our special five-mile early morning runs before our firm retreats.
Managing Shareholder, WilkinGuttenplan
Wow! This was an enjoyable session. The tools I received from this training will be helpful as I continue to develop myself as a leader.
Partner, Piccerelli, Gilstein & Co, LLP
We engaged ConvergenceCoaching to facilitate leadership development learning for a group of our managers. Convergence did an excellent job for our firm. They presented content and shared tools that were directly relevant to our future leaders including conflict resolution, people development, management skills and leading a practice area. The focus on how to motivate, engage, and develop people was exactly where our people needed instruction the most. Their presentation materials were great, and the combination of lecture and practice/case studies was very effective.
Chief Administrative Officer, Grassi & Co
At the start of my TLP journey, I underwent a revealing 360° assessment process that showed me how I am perceived as a leader. I realized that being more compassionate and understanding where others are coming from helps me to better connect with coworkers and clients. Today, I’m more intentional about both listening to and caring about others’ problems and concerns and working towards a mutually beneficial solution. In my TLP journey I have become a more vulnerable leader which will help me be a stronger Principal and asset to my firm as we strive to engage and retain a pipeline of future leaders.
Principal, Thompson Greenspon
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.
Director, Katz, Sapper & Miller
I realized from my leadership assessments at the beginning of the Transformational Leadership Program (TLP) that I wasn’t always the most approachable leader. So, in my TLP journey, I set out to become the kind of leader that people say, “Yay! I get to work on a project with Shannon!” The TLP has helped me enhance my communications and approach to others to move closer to the inspiring leader I aspire to be.