SPS

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Nov 18 2020

Remote Strategic Planning Summit (SPS)

2020-08-11T12:04:42-05:00November 18th, 2020|, |

Wednesday, November 18th - 9:30AM - 3:30PM CT The pandemic has caused us all to shift our day-to-day operations and client service approach. But how does what you’re doing in urgency mode tie to your firm’s overall strategic plan? Are you lacking clarity about where to focus your efforts to progress key initiatives? Firms must [...]

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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