Leadership & Learning

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!

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.com. If 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.

Rainmaker Development Program^® (RDP)

Our next public program will be scheduled soon!

For information about a private RDP for your firm, contact us at Info@convergencecoaching.com.

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.

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

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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.

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 $549 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.

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.

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.