Strategic Planning Summit

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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 [...]

Jun 24 2020

Remote Strategic Planning Summit

2020-05-15T13:19:30-05:00June 24th, 2020||

Wednesday, June 24th, 2020 The pandemic is causing us all to shift how we operate and change our day-to-day operations. But how does what you’re doing in emergency mode tie to your firm’s overall strategic plan? Clarifying your firm’s new most important strategic priorities can't wait until after the July 15th filing deadline, this Fall [...]

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