Bellevue, NE, July 21, 2020 – Recognizing the need for advisory services development for CPAs and consultants, ConvergenceCoaching®, LLC today opened registration for its newest professional development opportunity: the Client Advisory Program™ (CAP).
The 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.
“This pandemic has illustrated that now, more than ever before, clients need their CPAs and consultants to provide help and support beyond compliance services in order to succeed,” said Jennifer Wilson, co-founder and partner at ConvergenceCoaching. “Our goal is to help experienced client relationship owners in firms approach their work with clients differently. Instead of managing their clients through the lens of the current engagement, we will be encouraging them to look at their clients’ lives and business holistically and provide advice and assistance beyond their compliance work,” continued Wilson.
The program seeks to teach CPAs and consultants how to identify their ideal clients for advisory and coaching services and various strategies and frameworks to develop deep rapport with clients, query to uncover needs and how 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 cost to participate in the CAP is $2,495 and the first program kicks off on September 22, 2020.
The CAP program launches on the heels of another new ConvergenceCoaching offering, the Strategic Planning Summit(SPS). The SPS is a unique, completely remote, multi-firm strategic planning event where participating firms identify focused strategies that are unique to their needs and current circumstances, while also sharing costs for the planning session. Designed for firms with $3M - $10M in annual revenue, firms survey their key leaders, then engage in small group discussions with up-and-coming and experienced leaders from their firm as well as listening to ideas generated by other participating firms.
“Even with the pandemic and extended spring busy season, smaller firms still needed to hold strategic planning discussions to develop their top priorities to manage the impacts of, and opportunities arising from the pandemic,” shared ConvergenceCoaching partner, Tamera Loerzel. “Those meetings may have traditionally been held in person, so we wanted to provide firms a way to facilitate these discussions while still ensuring their people’s health and safety. Our deep experience remotely facilitating strategy and learning enables us to use unique approaches to open up dialogue and facilitate rapid decision making,” added Loerzel.
The firm held its first SPS on June 24, 2020 and plans to hold the next SPS on September 30, 2020.
Bellevue, NE, June 25 – ConvergenceCoaching®, a completely remote, flexible national leadership and management consulting firm that works exclusively with accounting and consulting firms, has announced the launch of the 2020 ConvergenceCoaching Anytime, Anywhere Work™ Survey (the ATAWW Survey) today. In its fifth edition, the ATAWW Survey examines the adoption of remote and flexible work practices in accounting firms across the country.
“The need to ensure the health and safety of talent and clients during the COVID-19 pandemic has caused a rapid shift to remote work in firms around the country,” stated Renee Moelders, Partner at ConvergenceCoaching. “As students of remote and flexible work programs, we are fascinated by the changes occurring due to COVID-19 and are planning to use this year’s survey to learn more about what worked during firms’ almost-overnight transition to remote work and what should be preserved as firms begin to re-open offices, too. Those who have participated in the survey in the past, or studied the results, will see an expanded survey this year because of the crisis. 2020 saw the rush to remote, and we intend to help firms learn more about the future of remote and flexible work from this survey.”
Participation in the ATAWW Survey allows firm leaders to benchmark their current program offering against other accounting and consulting firms around the country. Results of the survey are shared with participating firms, along with best practices and strategies to drive successful adoption of remote and flexible work policies.
“Over the last six years, we’ve seen a gradual shift toward more remote and flexible work. While the pandemic has many negative impacts, we’ve also seen an encouraging acceleration toward remote and flexible work acceptance, as well as a new focus on delivering more remote services to clients – by firm leaders and traditionalists alike,” said Jennifer Wilson, Co-founder and Partner at ConvergenceCoaching. “Sadly, we believe there are also many traditional firms that are still working together in the office, which feels risky for their people,”
continued Wilson. “As we launch this survey, our insights are anecdotal. We’re anxious to gather hard data and learn what’s happening now and what firms expect to happen in the next 18 months related to remote and flexible work across the profession.”
Originally released in 2014, the 2020 ConvergenceCoaching Anytime, Anywhere Work™ Survey launches today, June 25, 2020. The survey is designed for one person per accounting and consulting firm – usually the Managing Partner or an HR professional – to complete information about their firm’s practices. The survey will be open for input through July 31, 2020. The survey collects data on the adoption of Anytime, Anywhere Work™ programs (remote and flexible work programs) by accounting and consulting firms, as well as both positive experiences and challenges firms face with these initiatives. The data is used to identify trends and best practices and is published in various publications and educational presentations. Participants will receive a copy of the Survey Results Summary at the end of October 2020.
About ConvergenceCoaching, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. Since its inception, ConvergenceCoaching has operated as a 100% flexible and remote organization with unlimited PTO and its assets in the cloud (before it was called the cloud). With its Anytime, Anywhere Work™ Services, ConvergenceCoaching helps firm leaders develop strategies and approaches to successfully implement flexible work programs and move away from traditional work values of “face time” and mandated office hours.
Renee Moelders, Partner and TLP coach, commends the graduates, saying,
"We are excited to celebrate this group of leaders and all they have accomplished during the TLP. Their participation in our program couldn't have come at a more crucial time. They are in a prime position to apply the change management concepts they've learned as they navigate these unprecedented times with their teams and fellow leaders. We are confident in their ability to think strategically and help their firms and clients make decisions and address opportunities and challenges."
Participants ended the TLP by coming together for the final remote roundtable. Each graduate gave a short presentation about their TLP journey and the places they're focusing on post-program.
Congratulations to the following 2019-2020 Spring TLP graduates:
Joseph Ali, Partner, PKF O'Connor Davies, LLP
Mike Arens, Tax Manager, HBE LLP
Troy Banker, Shareholder, Geffen Mesher & Company PC
Benjamin Beskovic, Tax Partner, PKF O'Connor Davies
Jamee Bollinger, Senior Accountant I, Grimbleby Coleman
Kelly Buck, Audit Senior Manager, Windes
Lisa Carrick, Partner, Windes
Jennifer Decker, Partner, Hogan-Hansen, PC
Eve Fugiel, Senior Manager, Weiss & Company LLP
Samantha Graboff, Partner, Windes
Mitch Green, Staff Accountant, Geenen & Kolean
Melanie Jobgen, Income Partner, Casey Peterson
Nick Kinsler, Senior Manager, WellsColeman
Greg Malcolm, Shareholder, Geffen Mesher & Company PC
Laura Monaghan, Partner, Hogan-Hansen, PC
Wendy Moran, Partner, McGowen Hurst Clark & Smith, P.C.
Bryce Nations, Tax Partner, Frazier & Deeter
Michelle O'Reilly, Partner, PKF O'Connor Davies
Jennifer Penning, Office Director, Hogan-Hansen, PC
The Transformational Leadership Program is a one-year accelerated "finishing school" for CPA and consulting firm new partners and emerging leaders. The TLP focuses first on individual mindset and behavior to drive change in thinking and personal responsibility, followed by strategies and actions to prepare them to lead their firm into the future.
In addition to completing the 2019-20 Spring program, we just kicked off our Spring 2020-21 program with another group of emerging leaders! Our Fall 2020-21 program is now open, which can be delivered 100% remotely, for registration for firms who wish to have talent participate.
These are unprecedented times. Like you, we are saddened by the impacts stemming from the spread and steps to contain the coronavirus (COVID-19). In the face of a lot of negative and fearful messaging, we are committed to be part of a positive, hopeful movement to help others responsibly manage this crisis in their businesses and lives.
As you are managing this crisis, some things to consider:
Positivity is critical to your health and well-being. Take the time to center yourself with a regular gratitude practice. Write down three things that you are grateful for each day. What are the positive beacons in your life? Avoid spending too much time on dramatic news and social media outlets. I’ve been getting updates by reading the transcripts of the CDC’s press updates at https://www.cdc.gov/media/releases/2020/t0309-covid-19-update.html.
Stress management is also crucial. Regular exercise can help you manage your fears and frustrations. In this time of social distancing, work out with videos, walk or run outside, or just stop at home to stretch and exercise. Many of you know I practice yoga, run, and regularly do planks, pushups, sit ups, squats and calf raises because my travel makes it hard to exercise at a specific place. Provided you’re cleared by your doctor, you can do these same exercises while working from home to keep your anxieties at bay.
Project calm to your team and be honest about the circumstances. Exude quiet confidence with your team. Panic and hopelessness may be prevalent messages in the media, but they won’t help us generate solutions and they will negatively impact performance and execution. It’s okay to acknowledge that these circumstances are similar to other challenging times we’ve faced in business, and that there are unprecedented aspects to this crisis that cause a number of unknowns.
Commit to stay in communication. Bring your leadership or crisis team together and discuss your plans to manage the impact of the virus and social distancing in your practice or business. If you haven’t already done so, ask yourselves:
What is changing that we need to tell others?
Who do we need to communicate to and when?
What are our most important messages?
What is our call to action for, or request of them?
What are the biggest possible concerns of our various constituencies?
How can we address those concerns?
What internal process changes do we need to plan for to manage the changes we’re foreseeing?
Who can drive those changes?
By when can we launch a project team to manage them?
Encourage collaboration and feedback. Your team members may have brilliant ideas for how to best manage evolving circumstances. They may identify issues that you haven’t considered. Ask your people to raise questions and generate suggestions, and identify a central resource to gather those ideas for consideration as you manage the crisis caused by COVID-19.
Take steps to move to remote work immediately. Some questions to ask yourselves:
Who is already set up to work remotely, even if occasionally? Auditors? Others? Should they be asked to begin social distancing and working from home now? Do they have ideas we can leverage for other groups?
Which clients do we need to communicate with related to upcoming, onsite engagements? Who can contact them to discuss their plans for COVID-19 containment and request that your team members work from home instead of their offices?
What are the IT implications to address related to:
Connectivity and bandwidth
Security and privacy
Access to needed equipment
Help desk resources to provide support to staff as they transition to remote work
Who can you invite to participate in a Remote Work Sub-Committee that will report to your leadership or crisis team to drive this forward quickly? Be sure that the group includes remote proponents, NextGen team members, and HR and IT leadership to make it happen.
If we are engaged to do in-person work with your firm or organization or you are attending one of our TLP workshops this Spring, we are monitoring the situation and will be in touch with you individually to discuss any potential options to consider.
For 20 years, we have managed a completely remote, flexible business and have delivered our services to clients via web seminar, web and telephone conferencing. We are experienced using video and web-platforms, appointment scheduling solutions and file sharing applications to manage multi-party projects and multi-disciplinary teams. We want to support you as you navigate to a more remote or all-remote model during this crisis. You might consider joining us for our webinar on "Remote Work: Today's Answer to Staying Healthy and Serving Clients" on March 26th at 11:30am CT. Registration information will be available on our website early next week, at which time we'll send details by email again as well so that you can join us in that discussion.
One of the most important responsibilities of a leader is to guide their team through crisis and tough times with calm determination and thoughtful execution. Hopefully, this crisis is short-lived. But it is here and upon us and you must step up and act. We are here to help. Don’t hesitate to reach out with questions and we will do our best to answer them, or to point you to others that may have already walked your planned path.
Finally, pray for the health and safety of our people and the strength and sustainability of our economy and country. Pray for our healthcare workers, first responders, and government leaders.
Today we celebrate all of our friends who participated in the 2019 Holiday Exercise Streak! We had record-breaking participation this year, with over 200 registrants. Thank you for making this a truly special holiday tradition and we hope to see you all again next year!
Bellevue, NE, November 13, 2019 – ConvergenceCoaching®, LLC, a national leadership and management consulting firm that serves the public accounting profession, is proud to congratulate Renee Moelders on her promotion to partner!
Renee has been with the Convergence team for five years and previously worked as a CPA Firm Administrator for nine years. “We are very proud of Renee’s growth and evolution as a consultant to the profession,” said Tamera Loerzel, Partner at ConvergenceCoaching. “She is a key contributor to the Anytime, Anywhere Work™ and other benchmarking studies that help firm clients make the changes necessary to compete in today's market. Renee develops and empowers leaders as a facilitator and coach in our leadership development programs, adds value as an HR and recruiting consultant for our clients, and is an active speaker for firms and associations around the profession.”
"I’m honored to be at this point in my professional journey and love the opportunity to make a difference for our clients." said Renee. “I’m on a never-ending ‘get-better’ journey of my own here at ConvergenceCoaching and look forward to next steps in providing transformational coaching and thought leadership for our clients and the profession as a whole.”
About ConvergenceCoaching, LLC
ConvergenceCoaching, LLC is a leadership and management consulting firm whose mission is to help leaders achieve success. For over 19 years, we have provided strategic and succession planning, coaching, and learning and leadership development programs to help our CPA firm clients and the associations that serve them achieve their goals.
Press Release: Announcing Class of Fall 2018-19 Transformational Leadership Program™ Graduates
Bellevue, NE, September 26, 2019 – ConvergenceCoaching®, LLC, a national leadership and
management consulting firm that serves the public accounting profession, is proud to announce
the 2018-2019 Fall Transformational Leadership Program™ (TLP) graduating class!
"At the start of my TLP journey, I underwent a revealing 360° assessment process that showed me how I am perceived as a leader. I realized that being more compassionate and understanding
where others are coming from helps me to better connect with coworkers and clients. Today, I'm
more intentional about both listening to and caring about others' problems and concerns and
working towards a mutually beneficial solution. In my TLP journey I have become a more
vulnerable leader which will help me be a stronger Principal and asset to my firm as we strive to
engage and retain a pipeline of future leaders," said Gray Coyner, TLP graduate and Principal at
The final element in the TLP program culminates in a short presentation where participants share their successes and challenges within the program. Watch one or more of the short videos below to hear some of the TLP Fall 2018-19 graduates share what they transformed and how they
benefited from the journey in the TLP: