Leadership & Learning

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!

*COVID-19 Update: We are closely monitoring the COVID-19 crisis and the potential impact it may have on our TLP. Most components of the TLP are held virtually (all six coaching calls, all seven virtual roundtables and the online self-study courses). The only in-person components in the TLP are the two in-person workshops, the first of which for the 2020-21 Spring program is being held August 4-5, 2020. At this time, we are planning to hold our workshops in person. As we get closer to the event, if it is determined that in-person gatherings are not recommended by the CDC and State and Federal madates, we will shift the workshop to a virtual format.

We have been a completely remote team for 20 years and have delivered countless remote and in-person engagements for firms in that time. We are confident in our ability to facilitate our TLP workshops, certain strategic planning meetings and retreats, and other learning in a remote manner that elicits similar opportunities for large and small group discussion, learning and networking/collaboration as would be fostered in an in-person environment, including the fun and social networking aspects. Options for a virtual happy hour, early morning group workouts and opportunities to connect with one another personally and professionally can be integrated, too!

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

Duration: 1 year

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

Who Should Participate: Managers, principals/directors, new partners, key administrators

CPE: Up to 49 credit hours

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 self-examination, input from their superiors, and a personality assessment designed to heighten the participant’s self-awareness and aid in identifying strengths and areas for growth and development
• Two in-person workshop experiences where they will learn specific leadership, communication, management, people, and business development skills and build career-long peer networking relationships.*Depending on the progression of COVID-19 impacts, the first in-person workshop for the 2020-21 Spring program may be converted to a virtual format.
• Online, self-study and instructor-led web seminars 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 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 including participating in an assessment of the individual, three joint coaching calls, plus additional time supporting and mentoring their participant through the program and their special project. Read the full program overview, here.

The cost 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. 

*Review our program policies and CPE requirements here.

*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: VIRTUAL

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!

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.