Our firm engaged ConvergenceCoaching to produce a Rainmaker Development Program and we experienced excellent results. Since completing the program, we’ve developed a more strategic and firm-wide focus on business development, especially from the partner perspective. We have a deeper understanding of the necessary tactical drivers like developing referral sources, tracking activities and maintaining and reviewing an accurate pipeline. Our RDP participants are practicing their skills on a daily basis and we’ve seen some big rainmaking victories.

Diane Hartley

We initially engaged ConvergenceCoaching to facilitate a one-year, in-house leadership development program for our firm’s nineteen partners – the first long-term, structured leadership development initiative that we had formally invested in – and have experienced great results. Through the learning we gained from the leadership assessments, individual coaching, and virtual and in-person training, our partner team is now operating at a higher level. And now we’ve started a new leadership development program for our next tier of employees including senior managers and new partners. Our firm continues to grow and the skills and abilities that our people gain related to communication, people management and business development will enable us to be more unified and collaborative in leading our team and clients toward success. We are committed that leadership development be a valued part of our firm’s culture and believe that our people, our clients, and our firm as a whole benefit tremendously from our focus on always getting better.

Matthew Coscia
Partner, Baker Tilly

The TLP helped me build confidence as a leader and see how I could contribute meaningfully to my firm. Using the skills and tools that I learned, I am better able to face difficult situations from a collaborative stance. Also, as part of the program, I led a number of flexibility initiatives to shift our firm's focus to measuring productivity versus emphasizing face time or charge hours only. We had great success with those initiatives and this led to my becoming our firm's human resources lead. Additionally, I was promoted to senior manager. I am happy to be more involved in the leadership of our firm.

Kimberly Hardy
Shareholder, Matthews, Cutrer & Lindsay, P.A.

I’m thankful for having participated in the Transformational Leadership Program™ as the insights I gained led to my increasing my internal ownership and responsibility. I am confident that the program aided in my promotion to principal, which was the realization of a long-time goal. During the program, I led a team to build the foundations of our international tax practice and now lead both it and our technology practice group. I am now a coach to our firm’s up-and-coming leaders to aid them in their learning so they can one day see themselves as leaders in our firm. The program allowed me to push my boundaries and adopt a learning philosophy that will also keep me on a path toward personal development.

Scott Usher
Principal, Bader Martin, P.S.

We retained ConvergenceCoaching to facilitate our shareholder retreat where we focused on succession and the path-to-shareholder. Prior to the retreat, Jennifer Wilson and Tamera Loerzel invested a great deal of time and work in getting to know us – surveys, phone calls, etc. When Jennifer arrived for the retreat, she was so well prepared and versed on who we were. We really appreciated and valued the insight that she had to offer.

We then utilized ConvergenceCoaching’s services to conduct leadership and communication training to strengthen unity among the supervisors, managers and shareholders prior to busy season. Jennifer presented the information with a style that is direct and candid but not offensive. Everyone really grasped what she shared. Both engagements improved the teamwork within our leadership group and helped us to think about changes we can make in our strategies, processes and behaviors to grow our firm and ensure success well into the future.

Tracy O'Neill
Chief Administrative Officer, Kerkering, Barberio & Co.

We engaged ConvergenceCoaching to help us address our succession issues and facilitate our movement to more of a “one firm” model. While it is a work in process, we are inspired by the increased partner unity and the real possibility for a sustainable future in our firm. Based upon the change process we’ve begun, we expect a new level of success for our firm and for each of our partners, team members and clients.

Michael Stroud
Managing Partner, Smith, Koelling, Dykstra & Ohm, P.C.

ConvergenceCoaching has facilitated our principal retreats for several years now. Their work has been essential in opening up communication, elevating thinking and helping to define and drive our firm toward a unified vision. We have also sent nine future leaders in our firm to the TLP and benefitted greatly from their participation in that program. We truly appreciate ConvergenceCoaching’s shared faith and values and their personal investment in our success.

Clive Grimbleby
Managing Partner, Grimbleby Coleman CPAs, Inc.