Leadership & Learning

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Leadership & Learning2020-07-29T15:06:20-05:00

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 Advisory Program
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|

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)

Fall 2020-2021 Program (open for registration)

  • Monday, November 2, 2020
    10:00 AM – 12:00 PM CT
    Kick-off Web-based Roundtable
  • Friday, November 20, 2020
    10:00AM – 11:00AM CT
    In-firm Coach Web-based Roundtable (for In-Firm Coaches only)
  • Friday, December 4, 2020
    10:00AM – 12:00PM CT
    “Understanding Diverse Personalities” Web-based Roundtable
  • Wednesday, December 16, 2020
    10:00AM – 12:00PM CT
    “Anticipate the Market – Today’s Trends Affecting You Tomorrow” Web-based Roundtable
  • Tuesday and Wednesday, January 19-20, 2021
    Two-day workshop*
    “Learning to Truly Lead by Example”
  • Monday, April 26, 2021
    10:00AM – 12:00PM CT
    “How to Sell Your Ideas, Services or Solutions” Web-based Roundtable
  • Tuesday and Wednesday, May 11-12, 2021
    Two-day workshop*
    “Becoming a Great People and Business Developer”
  • Friday, August 20, 2021
    10:00AM – 12:00PM CT
    “Understanding Practice Economics” Web-based Roundtable
  • Monday, November 1, 2021
    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|

Duration: 1 year

Format: Mostly virtual, with two in-person workshops that can be converted to virtual events

Who Should Participate: High-potential experienced managers, principals/directors, new partners, key administrators

CPE: Up to 49 credit hours in the areas of Personal Development, Business Management & Organization, Communications & Marketing, and Personnel/Human Resources.

Class Size: 26 participants

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: At this time, we are planning to hold both two-day workshops using an in-person format, with the January 2021 workshop happening in Nashville, TN and the May 2021 workshop occurring in Minneapolis, MN. Our #1 priority is your safety and the safety of our facilitators. We will closely monitor CDC and state guidelines related to this pandemic and as we get closer; if it is determined that in-person gatherings are not recommended by the CDC or the state we’re holding the in-person workshop, we will shift one or both workshops to a remote format. 

Our TLP Fall 2019-20 program recently held a fully remote, highly interactive workshop in May 2020. The program included a pre-workshop happy hour kick-off event, optional early morning remote exercise opportunities (yoga and bootcamp), two 2.5-hour learning blocks on each day of the workshop, and some reasonable pre-work to prepare for the event. Feedback from the session has been overwhelmingly positive, and we are committed to creating an engaging and exciting event for you, whether in-person or remote.

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.

*Review our program policies and CPE requirements here.

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)

Registration Now Open for the 2020-2021 Program!

*All roundtables will be held from 10:00am – 12:00pm CT

  • Monday, July 20, 2020
    Roundtable 1
    “Developing as a Rainmaker”
  • Monday, August 24, 2020
    Roundtable 2
    “Making a Bigger Difference For Your Clients”
  • Monday, September 28, 2020
    Roundtable 3
    “Building Your Sphere of Influence”
  • Monday, November 9, 2020
    Roundtable 4
    “Qualifying Opportunities For Success”
  • Monday, December 14, 2020
    Roundtable 5
    “Sales Strategies to Close More Business”
  • Monday, January 18, 2021
    Roundtable 6
    “Furthering Your Target Accounts and Building Thought Leadership”

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

*COVID-19 Update: Our RDP is and always has been an entirely remote program. All six video roundtables in our upcoming public program, co-facilitated with Inovautus Consulting, will be held remotely and are not impacted by the pandemic.  Because of this, we are well-equipped to deliver the content for participants in a way that is engaging and meaningful, leading to participants experiencing real results as they apply learning between each session.

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

Duration: 6 months

Format: REMOTE

Who Should Participate: Managers, principals/directors or partners looking to grow their rainmaking skills

CPE: Up to 14.4 credit hours

Class Size: 18 participants

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.

ConvergenceCoaching®, LLC and Inovautus Consulting will join forces to deliver the 2020 public program. Attendees benefit from not one, but two career-tested, highly-sought-after consultants to the accounting profession. The cost is $2,495 per person and includes CPE. You can register for the 2020 program 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.

WE HAD PARTICIPANTS IN OUR 2019 PROGRAMS WHO SELF-REPORTED GENERATED REVENUE UP TO 20 TIMES THEIR RDP REGISTRATION FEE!

Click Here to Register

Client Advisory Program (CAP)

Program Dates:

*All roundtables will be held from 1:00pm – 3:00pm CT

  • Tuesday, September 22, 2020
    Roundtable 1
    “Exploring the Mindset and Attributes of an Advisor”
  • Thursday, October 22, 2020
    Roundtable 2
    “Developing Your Advisory Approach”
  • Thursday, November 19, 2020
    Roundtable 3
    “Becoming a Bold, Authoritative Coach”
  • Thursday, December 17, 2020
    Roundtable 4
    “Packaging, Pricing and Selling Advisory Opportunities”
  • Thursday, January 21, 2021
    Roundtable 5
    “Making Your Advisory Commitment Real”

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

Duration: Five remote roundtables over 4 months

Format: REMOTE

Who Should Participate: Experienced managers, senior managers and partners who control and manage client relationships and have some business development experience

CPE: Up to 12 credit hours in the areas of Personal Development and Communications & Marketing

Class Size: 14 participants

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 five, 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 five modules and associated outcomes are outlined in our overview. The cost to participate in the CAP is $2,495 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!

Click Here to Register

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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Enrollment for our Client Advisory Program is now open!
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