Client Advisory Program

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Oct 22 2020

Client Advisor Program (CAP) Kick-Off

2020-09-10T16:55:51-05:00October 22nd, 2020|, |

Tuesday, October 22nd - 1:00PM - 3:00PM CT The Client Advisor Program kicks off on October 22nd! 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 [...]

Jul 22 2020

New Remote Client Advisory Program (CAP) and Strategic Planning Summit Give Firms Competitive Advantage During COVID-19 and Beyond

2020-09-03T11:06:54-05:00July 22nd, 2020|COVID-19, Our Latest News|

For Immediate release:    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 [...]

Our Strategic Planning Summit is November 18th!

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