Leadership & Learning2021-11-03T19:41:56-05:00

You already know that your people are your most important asset. Are you providing them with the tools and learning they need to bring their greatest strengths to work each day? At ConvergenceCoaching, we help firms maximize their talent and differentiate their culture. Our focus on the public accounting profession makes us uniquely suited to facilitate topics that are most relevant to your people.

Our structured programs and options are outlined below and we also develop customized programs for firms. Contact us to learn more about any of our leadership and skills development options!

Leadership & Professional Development
Transformational Leadership Program™
Rainmaker Development Program®
Client Advisor Program™
Leadership Development Program for Seniors and Supervisors™
Remote and Blended Work Learning Programs
Individual Coaching Program
Personality & Leadership Assessments

Leadership & Professional Development

Ed Guttenplan

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|

Leadership & Professional Development

Our leadership development programs are designed to help your people step up to the next level of leadership in your firm. We help future and new leaders identify and focus on the areas that are most crucial to your their ongoing success. 

We work with firms to create learning events and programs that are customized to your firm’s goals and tailored to integrate with your other initiatives. Whether you’re seeking to provide learning for your entire team or a specific cohort (partners, managers, seniors, coaches, administrators), we work with you to ensure it is engaging, difference-making and action-oriented. Our learning programs can be delivered in person and virtually, depending on the desired goals, topics and duration.

Review our course catalog to find topics related to leadership, communication, conflict management, people development, marketing and business development. Then, contact us to discuss options for your team!

Visit Our Course Catalog

Julie Vadnais

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|

Transformational Leadership Program™ (TLP)

Spring 2022-2023 Program (open for registration)

  • Tuesday, May 31, 2022
    1:30 PM - 3:30 PM CT
    Kick-off Web-based Roundtable
  • Monday, June 27, 2022
    1:00 PM – 2:00PM CT
    In-firm Coach Web-based Roundtable (for In-Firm Coaches only)
  • Monday, July 18, 2022
    10:00AM – 12:00PM CT
    “Understanding Diverse Personalities” Web-based Roundtable
  • Tuesday, August 9 - Wednesday, August 10, 2022
    Two-day workshop*
    "Learning to Truly Lead by Example"
  • Friday, November 18, 2022
    10:00 AM – 12:00 PM CT
    "Understanding Practice Economics" Web-based Roundtable
  • Tuesday, November 29- Wednesday, November 30, 2022
    Two-day Workshop*
    “Becoming a Great People and Business Developer"
  • Friday, December 16, 2022
    10:00 AM - 12:00PM CT
    "Anticipate the Market - Today's Trends Affecting You Tomorrow" Web-based Roundtable
  • Friday, January 27, 2023
    10:00AM – 12:00PM CT
    “How to Sell Your Ideas, Services or Solutions” Web-based Roundtable
  • Tuesday, May 30, 2023
    10:00AM – 12:30PM CT
    Completion Web-based Roundtable

Satpal Nagpal

An area of leadership that I wanted to develop was in speaking up and gaining visibility in my firm overall. The TLP provided me with the structure and support I needed to achieve this goal. I have since taken the lead in various initiatives in our firm’s A&A department, using what I learned in the TLP to help in the planning, implementation and communication of each one. My input and leadership make a difference for our firm and I encourage all emerging leaders to identify opportunities to step up into greater leadership, too. I am thankful to the entire ConvergenceCoaching team for helping me move forward towards my dream!

| Partner, Green Hasson Janks|

Transformational Leadership Program™ (TLP)

The TLP is designed to take your new and future leaders to their next level of success in leading others and your firm. Throughout the intensive one-year program, participants engage in the following:

  • In-depth assessments including a 360 self-examination, input from their superiors, staff, and peers, and a personality assessment designed to heighten the participant’s self-awareness and aid in identifying strengths and areas for growth and development
  • Two mandatory 2-day workshop experiences where they will learn specific leadership, communication, management, people, and business development skills and build career-long peer networking relationships. The workshops will either be held in-person or in a web-based format, depending on the progression of COVID-19
  • Online self-study and instructor-led web-based roundtables that provide year-round learning opportunities
  • Tailored one-on-one coaching sessions for both the participant and their in-firm coach or advisor conducted by our leading CPA profession and behavioral experts designed to keep the process honest, accountable, and rewarding
  • A special project of their choice where they will be responsible for a specific measurable result that will benefit the participant and your firm.

Participants can expect to invest a minimum of 60 hours during the twelve-month program if they take advantage of all the learning and coaching opportunities available to them (excluding travel time, if applicable, and time to develop and implement the difference-making project they choose). The participant's in-firm coach can expect to invest a minimum of 16 hours in the program, through participating in an assessment of the participant, three coaching calls with the participant and their assigned Convergence Coach, supporting and mentoring their participant through their program goals and special project, and holding 30-minute monthly check-ins.

Read the full program overview here.

*COVID-19 Update: The ConvergenceCoaching team has been carefully watching the progression of COVID-19 and monitoring the advice of the CDC for traveling and meeting in large groups to help us make a decision about the format of upcoming workshops.

For now, the two-day workshops may still be held in-person, depending on how the situation progresses. Regardless of the format, we are committed to creating an engaging and exciting event for you and your fellow TLP participants. 

For more COVID-19 updates and resources, click here.

The cost for the program is $6,500 per participant and includes CPE. Secure your spot in the TLP at www.convergencelearning.comIf you’d like to discuss the Transformational Leadership Program™ or customizing an in-house program for your firm, contact us today.

When you invest in your firm’s future, you create a practice that attracts top clients and talent for years to come.

Who Should Participate: High-potential managers, senior managers, directors, new partners, and key administrators

Duration: 1 year

Class Size: 26 participants

Level: Intermediate

Instructional Delivery Method: Mostly remote, with two 2-day workshops that can be held in an in-person or web-based format

CPE Credits: Up to 49 credit hours

NASBA Fields of Study: Personal Development, Business Management & Organization, Communications & Marketing, and Personnel/Human Resources

Prerequisites: None

Advanced Preparation: Advanced prep materials to be sent via email to participants ahead of the roundtables and workshops

Click here for more information regarding our refund, complaint and program cancellation policies and/or please contact us.

Register at our Learning Center

Ashley Christie

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|

Rainmaker Development Program® (RDP)

Program Dates:

*All sessions will be held from 10:00am - 12:00pm CT

  • Monday, July 11, 2022
    Roundtable 1: "Developing as a Rainmaker"
  • Friday, August 19, 2022
    Roundtable 2: "Making a Bigger Difference for Your Clients"
  • Monday, September 26, 2022
    Roundtable 3: "Building Your Sphere of Influence"
  • Monday, October 31, 2022
    Roundtable 4: "Qualifying Opportunities for Success"
  • Monday, December 12, 2022
    Roundtable 5: "Sales Strategies to Close More Business"
  • Monday, January 16, 2023
    Roundtable 6: "Furthering Your Target Accounts and Building Thought Leadership"

For more information or questions about your journey to becoming a rainmaker , contact us to schedule a call.

Rainmaker Development Program® (RDP)

The ability to develop business is a skill that most firms seek in their future leaders. It is also the one area in which most professionals feel least developed or experienced. With the emergence of the global coronavirus pandemic, many professionals are selling and delivering services in a brand new climate. Our program focuses on developing your sphere of influence and managing prospects in a virtual environment, in addition to a traditional face-to-face environment.

If you have a group of professionals who wish to become better business developers, consider incorporating our Rainmaker Development Program® (RDP) into your learning programs. This program provides a mix of learning and “real life” experiential activities to build real skills in personal marketing and business development.

Our standard program entails six virtual roundtables that teach participants critical personal marketing and business development concepts. Between roundtables, your RDP participants will be tasked to complete assignments with support from an in-firm coach who they identify, reporting their progress by a specific date. In each subsequent roundtable, we discuss challenges and successes, learn the material for the next concept and agree on a new assignment to facilitate real learning and progress.

The topics covered in our standard RDP include the following:

  • Developing as a Rainmaker
  • Making a Bigger Difference for Your Clients
  • Building Your Sphere of Influence
  • Qualifying Opportunities For Success
  • Sales Strategies to Close More Business
  • Furthering Your Target Accounts And Building Thought Leadership

To view the full description of each roundtable’s content, click here.

Individual coaching for RDP participants by a ConvergenceCoaching coach can optionally be included in your firm’s program. If you would like to learn more about the program or the possibility of facilitating a custom in-firm RDP, please contact us.

Who Should Participate: Experienced managers and above with some exposure to personal marketing and business development

Duration: 6 months

Class Size: 14 participants

Level: Intermediate

Instructional Delivery Method: REMOTE

CPE Credits: Up to 14.4 credit hours in the areas

NASBA Fields of Study: Marketing and Communication

Prerequisites: Some exposure to personal marketing and business development activities

Advanced Preparation: Advanced prep materials to be sent via email to participants ahead of the first roundtable

Click here for more information regarding our refund, complaint and program cancellation policies and/or please contact us.



Register at our Learning Center

Client Advisor Program™ (CAP)

Program Dates:

  • Monday, June 27, 2022
    10:00AM - 12:00 PM CT
    Roundtable 1: "Exploring the Mindset and Attributes of an Advisor"
  • Monday, July 25, 2022
    1:00PM – 3:00PM CT
    Roundtable 2: "Advancing Your Advisory Communication Skills"
  • Monday, August 22, 2022
    10:00AM – 12:00PM CT
    Roundtable 3: "Becoming a Bold, Authoritative Coach"
  • Friday, September 30, 2022
    10:00AM – 12:00PM CT
    Roundtable 4: "Defining Your Advisory Services and Scope"
  • Monday, November 7, 2022
    10:00AM –12:00PM CT
    Roundtable 5: "Packaging, Pricing and Selling Advisory Opportunities"
  • Friday, December 16, 2022
    1:00PM – 3:00PM CT
    Roundtable 6: "Making Your Advisory Commitment Real"

For more information or questions about your journey to becoming a true advisor, contact us to schedule a call.

Client Advisor Program™ (CAP)

In this dynamic and uncertain market, clients require a different level of service to support their business continuity and financial well-being. Their needs demand more than our compliance deliverables, providing information and guidance to help them make swift decisions as they manage cash, pivot their business models, and navigate staffing, technology and other infrastructure changes. To make the shift to a truly strategic client advisor, you’ll have to shed old ideas and habits and develop both your advisory skills and an advisory approach to engagements.

The ConvergenceCoaching Client Advisor Program™ (CAP) is an entirely remote, modular program designed to teach experienced CPAs and consultants advisory skills and strategies to deepen their client relationships, broaden the support they provide clients beyond compliance services and ultimately make a bigger difference in the lives and businesses of their clients.

The program seeks to teach CPAs and consultants how to identify their ideal clients for advisory and coaching services and implement various strategies and frameworks to develop deep rapport with clients, engage in query to uncover needs and to develop, scope, and price solutions, too. CAP participants will partake in six, web-based video roundtables covering a range of client-centric topics. After each roundtable, participants will complete specific homework assignments related to the ideas covered and will report back on their outcomes to experienced coaches who will provide them feedback. The result is participants become more indispensable to clients and drive growth with every module mastered.

Each 2-hour Roundtable is conducted via a videoconference platform that maximizes interactivity with all participants. Class size is managed to enable ample time for sharing and a size conducive to networking with peers from other firms and developing lasting relationships, too.

The program’s six modules and associated outcomes are outlined in our overview. The cost to participate in the CAP is $2,995 per person, including CPE credit.

To view the full description of each roundtable’s content, click here.

For questions or more information, contact us for a copy of the CAP FAQ’s or to schedule a call with one of our team members.

Reserve your seat today and become a more transformative advisor and coach to your clients! 

Who Should Participate: Experienced managers and above with experience owning client relationships and some exposure to personal marketing and business development

Duration: Six remote roundtables over 4 months

Class Size: 14 participants

Level: Intermediate

Instructional Delivery Method: REMOTE

CPE Credits: Up to 14.4 credit hours

NASBA Fields of Study: Personal Development and Communications & Marketing, Business Management & Organization

Prerequisites: Experience owning client relationships, some exposure to personal marketing and business development

Advanced Preparation: Advanced prep materials to be sent via email to participants ahead of the first roundtable

Click here for more information regarding our refund, complaint and program cancellation policies and/or please contact us.

Register at our Learning Center

Leadership Development Program for Seniors and Supervisors™

Program Dates:

  • Monday, April 25, 2022
    1:00PM - 3:00 PM CT
    Roundtable 1: "Leading from the Middle"
  • Monday, May 16, 2022
    1:00PM – 3:00PM CT
    Roundtable 2: "Fostering Ownership on Your Jobs"
  • Friday, June 3, 2022
    10:00AM – 12:00PM CT
    Roundtable 3: "Becoming an Excellent Communicator"
  • Monday, June 20, 2022
    10:00AM – 12:00PM CT
    Roundtable 4: "Increasing Your Professional Visibility and Reach"
  • Completed On-Demand
    "Mastering the Art of Time Management" self-study course

For more information contact us to schedule a call.

ConvergenceCoaching®, LLC Leadership Development Program for Seniors and Supervisors™

ConvergenceCoaching®, LLC Leadership Development Program for Seniors and Supervisors™ is an opportunity for seniors and supervisors in accounting and consulting firms to learn foundational leadership skills and grow their personal effectiveness and productivity. Over the course of three months, participants will engage in four live remote roundtables and one self-study course on topics that are extremely beneficial to one’s long-term career success.

Participants can expect to complete the program having learned strategies for:

  • Increasing visibility and collaboration at all levels in their firm
  • Asking for and embracing difference-making performance feedback
  • Elevating communication skills that drive results
  • More effectively defining and managing priorities and daily work for themselves and their team
  • Setting the building blocks for strong professional relationships with colleagues, clients and others in their network

To view the full session description, click here.

Registration for the Leadership Development Program for Seniors and Supervisors is $599 per person. Firms that wish to enroll three or more participants are eligible for a $50 off per participant discount. Just enter promo code LDPSSEnroll3 at check-out.

Who Should Participate: Seniors or Supervisors or team members in an equivalent role. If you would like to learn more about the program or the possibility of facilitating a custom in-firm Leadership Development Program for Seniors and Supervisors, please contact us.

Duration: Three months

Class Size: Up to 65 participants

Level: Basic

Instructional Delivery Method: Remote group internet-based roundtables and self-study

CPE Credits: Up to 13 credit hours

NASBA Fields of Study: Personal Development, Communications & Marketing and Business Management & Organization

Prerequisites: None

Advanced Preparation: None

Click here for more information regarding our refund, complaint and program cancellation policies and/or please contact us.

Register at our Learning Center

Remote and Blended Work Video Learning Programs

Chris Roberts

“ConvergenceCoaching is an authority on how to successfully design and implement workplace flexibility in professional services firms. We partnered with them to remotely train our Partners and People & Culture team on the market perspective of flex, required mindset shifts and practical tools and resources to make flex a win for our Firm, people and clients. We leveraged ConvergenceCoaching’s deep insight into the topic, their Anytime, Anywhere Work™ (ATAWW) research and their own experience as a 100% remote company. This partnership allowed us to add an additional level of communication prior to rolling out our refreshed approach to workplace flexibility – a key priority for the Firm. I have worked with ConvergenceCoaching in various capacities since 2016 and have personally benefited from their insight into the profession, guidance and coaching.”| National Director of Talent Management and Learning, CohnReznick, LLP|

Remote and Blended Work Video Learning Programs

Remote and blended work is here to stay, with many firms offering flexibility to choose where work is completed or even where team members live. According to our 2020 Anytime, Anywhere Work™ Survey results, over 81% of firms expect an increase in people working remote going forward.

Successfully managing a remote or blended workforce requires firm leadership to adopt a new mindset and for all team members to learn new skills. Leaders must let go of outdated ways of thinking, shifting to proven strategies that will serve them in today’s location-independent market for talent and clients.

To help your firm’s partners and managers shift to this new remote and blended paradigm, we have developed Do It Yourself (DIY) Remote and Blended Work Video Learning Programs designed to support you in driving change wherever your firm is now. These on-demand DIY videos allow you to share them with your team members in smaller, manageable segments and use them over time to ensure that all team members benefit from new ways of thinking and working. The Video Learning Programs for CPA and Consulting Firms include:

Successfully Managing Remote and Blended Team ($399)

Improve your firm’s ability to manage a remote and blended workforce. This video learning program includes a toolset with resources, customizable tools, and articles to help you implement these ideas, including our Flex and Remote Work Guidelines template. This video learning program is comprised of the following video segments:

Trends and Market Data

This very short intro video reviews market-driven analytics that support the continuing shift to a remote or blended workplace. Use this data to educate your team members about why your firm must make the leap to becoming a workplace where remote team members can succeed.

Mindset Shifts Required

This video will help you learn the very important mindset shifts and trust building needed to lead in a remote and blended environment.

Nurturing Culture and Staying Connected

In this discussion, you’ll identify strategies to build a culture to stay close and connected with your team members even when you’re not working in the same physical space.

Clarifying Expectations

When expectations are clear, projects run smoothly, and teams feel “in sync.” This segment helps you create an environment of clear expectations for roles, projects, work product and staying in communication.

Leveraging Technology

In this final video of the series, you’ll learn about a range of remote work technology enablers that can make your team more efficient and effective when working remotely.

Successfully Serving Clients and Developing Business in a Remote and Blended Environment ($349)

Learn how to serve clients outside of your geography with strategies that also apply to in-area clients, which includes a toolset with resources, customizable tools, and articles to help you implement the ideas in this video series. This learning program is comprised of the following segments:

Trends and Market Data

In this short first video in the series, you’ll be exposed to market data pointing to client expectations for an increasingly digital and customized experience.

Being In Touch With Your Clients

This segment will help you recognize that great client service and really knowing your clients in a remote or blended environment happens with intentionality and by making time to reach out, connect, and offer assistance that supports their latest needs.

Going Borderless With Your Niche

Remote client service opens up possibilities for expanding outside your geography and growing your pool of target clients, and this segment will explore borderless reach.

Building Your Brand

This segment will explore digital marketing strategies to reach prospects and stay in touch with clients. We’ll explore ideas for creating thought leadership and becoming a “famous person” in your specialty area, reaching targets outside your geographic area as well as local prospects looking for a more digital experience.

Remote or Blended Selling

This final video in this series will help you learn remote selling techniques to support business development with prospects outside your geography and augment what you’re doing in your local area as well.

Addressing Common Objections to Remote and Blended Work ($349)

Struggling with buy-in to remote? Challenged with firm leaders or team members who aren’t convinced remote or blended work will work? ConvergenceCoaching facilitators and remote-work experts address the common objections that impede the move to a more-remote environment in this video series, including:

Why Remote or Blended?

This first video provides a quick look at the latest market drivers causing firms to embrace the remote and blended paradigm.

How Will I Manage a Remote or Blended Workforce?​

In this video, you’ll learn ways to overcome objections like how we’ll manage a team that we can’t see, how will we collaborate when some of us are working remotely, and how to manage meetings when some participants participate remotely.

Will Remote Resources Be Productive?​

This segment addresses common productivity concerns with a more-remote environment. We’ll discuss concerns like whether your remote team will be productive, how to keep a blended team on track, and how to ensure that the in-office team doesn’t get overburdened because of working with remote team members.

How Will I Train and Develop Remote Resources?​

This segment provides talking points for your firm leaders who cannot picture effectively training and developing remote team members. In it, you’ll learn strategies to overcome objections like we can’t onboard or run internships in a remote paradigm, people don’t learn as well remotely, and remote team members can’t elevate to leadership roles.

Will We Lose Our Culture?​

In this last video of the objection handling series, we’ll explore concerns related to changes to your firm culture caused by remote and blended work and how to address them, plus a discussion of some cultural pitfalls that sometimes arise as you have more team members working remotely.

Please note, you will have access to the Remote and Blended Work Video Learning Programs for one year from purchase, and they are not eligible for CPE credit. We will send you a firm username and password within two business days for you to share with your firm members. They will use these firm credentials to log in, view the videos and access the toolset. The firm password will allow you to keep your personal learning center credentials private while also sharing the resources more widely in your firm.

If you are a leader in a State Society or CPA Association interested in making the Remote and Blended Work Video Learning Programs available for your member firms, please contact us.

At ConvergenceCoaching, LLC. we are here to provide support for your firm’s transition to a more remote, blended environment. Contact us to learn more about our personalized learning for teams, as well as coaching and consulting services.

You can purchase each of the video learning programs separately:

  • Successfully Managing Remote and Blended Team Members = $399
  • Successfully Serving Clients and Developing Business in a Remote and Blended Environment - $349
  • Addressing Common Objections to Remote and Blended Work - $349

Or save $100 by purchasing all three Remote and Blended Work Learning programs at once for a total cost of $997.

Purchase on our Learning Center

Individual Coaching Program (ICP)

Individual Coaching Program (ICP)

If you are seeking development for an individual that is tailored to specific growth or focus areas, contact us to discuss our Individual Coaching Program (ICP) options. ICPs are a customized approach to helping an individual grow as a leader and professional.

  • Programs can range from 6 months to one year or longer and typically entail the participant doing the following:
  • Participating in a 360-degree feedback process via our Leadership Attributes Evaluation (LAE)
  • Taking the Myers-Briggs Type Indicator® (MBTI) assessment
  • Identifying an in-firm coach to support their development and participate in a selection of coaching calls
  • Holding a series of 60- to 90-minute coaching calls (video optional) with a Convergence coach
  • Embarking on agreed-upon actions out of each coaching call and reporting back on progress or roadblocks

Depending on the individual and the goals for the ICP, certain elements listed above may be removed from the program or modified accordingly to best support the expected outcomes. Pricing depends on the structure and goals identified for each ICP. Contact us to discuss your needs and whether and ICP would be a fit for you or your team member.

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Personality & Leadership Assessments

Leadership Assessments

If you’ve ever considered conducting upward evaluations or 360-degree evaluations for a group of individuals at your firm, we can help. Our proven Leadership Attributes Evaluation (LAE) process uncovers the areas of greatest opportunity for individuals to grow. When we facilitate the LAE for a group of individuals, we ensure a confidential process that obtains feedback from a selection of subordinates, peers and superiors and delivers it in a way that provides understanding and actionable next steps. Contact us to discuss facilitating leadership assessments for your team members.

Understanding Diverse Personalities

Are you seeking a fun and insightful way to help your people learn more about themselves and their peers, while also improving your team’s collaboration? Consider engaging ConvergenceCoaching to facilitate the Myers-Briggs Type Indicator® (MBTI) assessment and a follow-up learning workshop for your team.

The MBTI® is an assessment designed to identify your personality preferences in a variety of areas including communication, data gathering, decision making, organization and teamwork. There is no “right” or “better” type than others – all 16 types are valid and contribute talents and gifts to your team in different ways. Understanding your type preferences and the preferences of others can help you understand how to better communicate and interact with your team members – leading to greater productivity, increased innovation and deeper relationships. And, the insights learned often help others improve their client relationships, too.

We also facilitate personality diversity workshops for firms that use the DiSC® profile as their standard assessment. Contact us to discuss how understanding personality differences can make a real difference for your team’s success. 

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