Vision & Strategy

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Vision & Strategy2020-08-29T14:53:09-05:00

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Let ConvergenceCoaching guide you to your next level of growth by learning more about our services. If there’s something you are wondering about that isn’t mentioned on our site, please contact us and we’ll discuss your needs.

We help CPA firms reach their performance and growth goals and lead their teams toward a shared vision. We’ve worked with countless leadership teams to anticipate the future, share CPA firm best practices and drive transformational change. Many firms share similar challenges and opportunities and yet your firm’s unique service lines and industry areas, talent and culture are what determines your firm’s best path to success.

Vision & Strategic Planning Retreats
Succession Planning
Anytime, Anywhere Work™ (ATAWW)
HR Consulting
Practice Coaching & Consulting

Vision & Strategic Planning Retreats

Greg Burbach

We partnered with ConvergenceCoaching to create Honkamp Krueger’s Vision 2022. They facilitated a collaborative process that included a diverse group of leaders across the entire firm and encouraged us to be open and forward-thinking. In the end, we walked away with a vision, mission, core values and boulders we are excited about implementing. We are a few years into it and still have the same fire underneath us to continue to see our vision and boulders become reality.

| President/CEO, Honkamp Krueger|

Vision & Strategic Planning Retreats

Is your firm ready to spark innovation, anticipate the future and drive toward a new vision for your future? Or are you uncertain about the right initiatives to focus on in the next year or more? Does your partner team need to gain clarity, unity and accountability? Or maybe you’re at a turning point in your practice and you want to redefine your 5-year vision to re-energize your people and prepare for the changes ahead.

Whatever your objectives are, we facilitate retreats for firm leadership teams to address a variety of needs, including:

  • Vision planning – anticipating the future and creating a differentiating 5-year vision plan to guide your firm’s decisions and annual goals
  • Strategic planning – identifying your firm’s immediate and long-term priorities and creating specific strategies for the next year
  • Unity and accountability – helping leadership teams gain unity, build trust and create transparency within their relationships so they can drive change to improve the firm
  • Partner issues – understanding the firm’s current compensation, deferred compensation, governance and/or succession processes and facilitating a meeting to redesign your model to one that is attractive to both new and existing shareholders alike

What’s different about a ConvergenceCoaching-led retreat?

Our unique Mapping Your Success™ strategic planning process enables us to quickly gain an in-depth understanding of your organization and its leaders, involves various stakeholders and identifies the most important success factors to drive toward your goals. Whatever your focus, our process will uncover the areas of upside facing your firm and identify specific strategies to achieve your objectives.

Depending on the focus of your firm’s retreat, we typically deliver our findings and recommendations during an interactive on-site meeting or retreat with your leadership team where we’ll help you make important decisions, commit to necessary change and develop a strategic action plan for the future. We ensure that your firm has clear direction about what steps are happening next, and who is leading them, so that you can maintain your momentum long after the retreat has finished.

Ready to discuss your firm's goals? Contact us to schedule an exploratory call!

Remote Strategic Planning Summit (SPS)

Price: $3,495 per firm

Format: REMOTE

Program Capacity: Maximum of 8 firms with up to 10 participants from each firm

Who Should Participate: CPA and Consulting firms or CPA or Consulting service lines or industry groups with $3M - $10M in annual revenue

Date: November 18, 2020 from 7:30am-3:30pm PT/8:30am-4:30pm MT/9:30am-5:30pm CT/10:30am-6:30pm ET (the Summit will be held in three sessions with breaks in between)

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 evaluate their strategies to determine where to shift and where to hold steady in these extraordinary market conditions. Our Remote Strategic Planning Summit (SPS) will help your firm, service line or industry group identify short-term strategies and changes to preserve your profitability and better serve your clients while progressing towards your longer-range vision.

The SPS is a unique and completely remote strategic planning format where firms or practice groups survey team members and then engage in small group discussions with key leaders within their firm or group as well as with other leaders from other participating firms or groups. The outcome is that you leave with specific strategies to focus on that are unique to your firm’s or group’s needs, goals, and vision.

Prior to the event, pre-work in the form of a survey of your team members is conducted. The survey helps you and us uncover the collective opinion of your firm’s top strengths, opportunities, challenges, threats and more. This allows us to apply the conditions in today’s market and help you evaluate where your plans may need to shift to ensure sustained success. That way, you can help your clients do the same. The summary results for your firm or group and some pre-reading material will be provided to you for review ahead of the summit.

During the SPS, we’ll encourage the use of webcams for each participant so that the participating firms may get to know one another better in large group sessions and work together in breakout rooms for small group discussion with your firm or group members only. Our facilitators will work with each firm or group throughout the summit to provide guidance and insights, leading the group as a whole to craft short- (immediate) and long-term (12 months) strategic objectives that account for impacts and opportunities arising from COVID-19 and an uncertain economy. We will also explore the need for flexibilitynimbleness, and contingency plans to address the continuous change and disruption happening in our world and marketplace.

The SPS is perfect for firms or practice groups whose current budgets cannot support a dedicated retreat facilitator and offers a cost-sharing model for those who participate. The fee to participate in the summit is $3,495 per firm or practice group for up to 10 of your team members.

For questions or more information, contact us for a copy of the SPS FAQ’s or to schedule a call with one of our team members.

Register at Our Learning Center

Succession Planning

Glenn Mikell

I’m so happy to have worked with Jen Wilson and ConvergenceCoaching. She worked with my firm for many years before we joined Wipfli, and she was instrumental in helping my partners and I realize that the best exit strategy for our firm was an acquisition. She helped us make the changes we needed to better ourselves and our operations. ConvergenceCoaching was the best connection I ever made! Working closely with Jen for the four or five years helped me reach my potential as Managing Partner. The things she taught my team and me truly changed my life, and I am grateful.

| Partner, Wipfli LLP|

Succession Planning

It is no secret that our nation is graying and the need to plan for the succession of the approximately 80 million Baby Boomers cannot be delayed.  However, the issue of succession planning is one that most firms underprepare for and hope for the retiree or transitioner to successfully handle on their own.

Failing to strategically prepare and communicate will leave your organization vulnerable, but we can help.  At ConvergenceCoaching, we develop and execute a variety of succession planning strategies including:

  • Rising star identification and development
  • Successor selection, including your next CEO, Managing Partner, or key practice leaders
  • Transition planning to help those retiring, including a majority owner and/or founder, hand off clients, referral sources, key staff relationships, and administration over time
  • Learning programs to prepare both your transitioners and their successors
  • Emergency transition when someone exits unexpectedly
  • Communications strategies and action plans to help all stakeholders make the transition successfully

Managing transition is challenging, and it is important to address the needs of the up-and-comers while honoring retirees. This work involves much more than mechanical business processes and buy/sell strategies.  It also takes balancing the diverse personalities, interests, and goals of those involved in the succession planning process so that their needs, and the needs of the organization, can be met. 

At ConvergenceCoaching, we are privileged to work with those in transition and have a lot of experience managing succession to ensure a transformative outcome. Take the time to proactively plan for your firm’s future and you’ll ensure its continued success. Contact us for more information about our succession planning consulting and implementation services.

Anytime, Anywhere Work™ (ATAWW)

Richard Kopelman

We launched a pilot program offering every team member the opportunity to work at least one day a week from home, both as a part of our Best Place to Work initiative to improve work-life balance, and to mitigate the negative impact to our team from planned construction in Atlanta. To help in these efforts, Convergence Coaching delivered a relevant and actionable one-day training to our partners and managers on strategies to successfully manage a remote workforce. In addition, they provided assistance and insight into the program launch, design and communications. Their services were invaluable to the execution of our pilot, which has since become a successful program and the foundation for our remote working policy offering.

| CEO and Managing Partner, Aprio, LLP|

Chris Roberts

“ConvergenceCoaching is an authority on how to successfully design and implement workplace flexibility in professional services firms. We partnered with them to remotely train our Partners and People & Culture team on the market perspective of flex, required mindset shifts and practical tools and resources to make flex a win for our Firm, people and clients. We leveraged ConvergenceCoaching’s deep insight into the topic, their Anytime, Anywhere Work™ (ATAWW) research and their own experience as a 100% remote company. This partnership allowed us to add an additional level of communication prior to rolling out our refreshed approach to workplace flexibility – a key priority for the Firm. I have worked with ConvergenceCoaching in various capacities since 2016 and have personally benefited from their insight into the profession, guidance and coaching.”| National Director of Talent Management and Learning, CohnReznick, LLP|

Anytime, Anywhere Work™ (ATAWW)

In March 2020, most of the U.S. marketplace transitioned to remote work overnight, to sustain operations and maintain the health and safety of their stakeholders during the COVID-19 pandemic. This major shift caused the entire accounting profession to re-examine their views and strategies related to remote work. For years, there has been traction on flexible and remote work as talent have sought ways to integrate work and life, but this “rush to remote” has created a new, accelerated openness both in mindset and practice inside many firms.

Forward-thinking firms are looking to leverage that openness to break down geographic barriers in recruiting talent and sourcing clients, differentiating their firms with a flexible culture, a willingness to develop remote team members and deliver remote client services, too.

ConvergenceCoaching has been operating in a 100% remote and flexible environment since our inception in 2000. We are true pioneers and advocates for Anytime, Anywhere Work™ (ATAWW). By combining our own experience with best practices from our accounting firm clients, we help firms like yours build a more flexible and remote culture. Whether you’re seeking help to launch or evolve your remote work initiatives, learning programs and webinars to smooth the transition to a more flexible environment, coaching for your managers on how to ensure accountability and productivity in a remote environment, or expanding your services outside your geography, we have many resources and options to support you.

Benchmarking and Best Practices Survey

The 2020 Anytime, Anywhere Work Survey is now open for input!


To achieve a highly flexible culture, it’s crucial that accounting firms understand how to deliver excellent service from anywhere, at virtually any time. Firms must continually progress their flexibility “profile” to keep up with rapidly changing marketplace expectations and flex and remote innovations.

With those considerations in mind, we facilitate the biennial ConvergenceCoaching®, LLC Anytime, Anywhere Work™ Survey examining remote and flexible work practices in accounting and consulting firms. The goal of the 2020 survey is to learn about firms’ recent remote work shifts and what they project for remote and flexible work as they re-open their offices and the country recovers from the pandemic.

Access prior year survey data here:

2018 Anytime, Anywhere Work™ Survey Results Summary

2014-2016 Results on our blog

Anytime, Anywhere Work Coaching and Consulting

Let us assist your firm’s evolution to making remote and flexible work a competitive differentiator. We can help your firm develop and implement new flex and remote programs, elevate existing programs, or coach your people managers on how to effectively inspire, manage and deliver feedback to team members in a blended environment that includes both in-office and remote personnel. Our ATAWW consultants will understand your firm’s goals and guide your HR professionals and other leaders to build a high-performance, blended environment that will attract NextGen talent and clients.

For the last 10 – 15 years, accounting and consulting firms have been increasingly focused on developing more specialized offerings by service and industry. Remote service is a natural extension of that evolution by allowing firms to extend their reach and work with clients outside of their traditional service area. We can support you in creating remote service delivery and sales methodologies that transform your ability to acquire and serve clients independent of geography.

Firm Learning Programs to Support Anytime, Anywhere Work

We facilitate interactive and personalized learning for teams on communicating, collaborating, successfully operating, and managing others in a flexible and remote work environment. Our sessions also cover delivering services to your clients in a more flexible manner, independent of geography and utilizing online tools and resources already available in most firms. Here are a few examples of our most popular ATAWW sessions, which can be customized for your firm’s programs and delivered remotely or in-person.

  • Successfully Managing Remote Talent
  • Winning When Working Remotely
  • Going Beyond COVID-19: Making Remote a Permanent Competitive Advantage for the Future
  • Successfully Delivering Services to Remote Clients
  • Remote Business Development in the Age of Social Distancing
  • Remote Work: Maintain Your Sanity and Work Productively with COVID-19

Contact us to learn more about our ATAWW coaching and consulting services or to explore facilitating a learning event for your firm.

HR Consulting

Mark Penningroth

We left our vision planning retreat ready to hire a high-level operations professional to support the partner group, but we weren’t sure how to find the right person. ConvergenceCoaching helped us craft a clear role description, outline key first-year goals, identify a pipeline of strong candidates, and create buy-in for the hire internally using proactive, targeted communication. ConvergenceCoaching’s support in the engagement was critical to us finding a candidate we could all be excited about.

| Managing Principal, LattaHarris, LLP|

HR Consulting

We work with firms to enhance their talent programs by providing strategic planning, coaching, consulting and learning programs in a variety of human resources areas. Consider engaging us for a wide-range of services designed to take your HR strategies to the next level and make your firm an inviting and engaging place to work, including:

HR Strategy and Planning

  • Conducting an HR assessment and strategic planning
  • Facilitating a leadership team meeting focused on improving culture and/or HR
  • Designing, deploying and analyzing an employee engagement survey
  • Facilitating your HR retreat
  • Reviewing your HR plan
  • Defining your HR team member roles
  • Coaching and supporting your HR team members

Recruiting Strategy and Support

  • Defining your HR recruiting story and why candidates should choose your firm
  • Identifying your cultural values to help qualify candidates to ensure fit and maximize diversity
  • Analyzing your screening processes and recommending improvements
  • Coaching to be more effective in finding, screening and securing key candidates
  • Utilizing current recruiting tools and social media platforms to help you source candidates
  • Providing guidance on more effective onboarding programs to ensure your new hire success
  • Training on proper recruiting techniques for telephone screening, on-campus, and in-person

Learning and People Development

  • Learning programs to enhance performance management, motivation and develop your firm’s people managers and coaches
  • Facilitating virtual roundtables for HR professionals
  • Developing your firm’s competencies and expectations by level and discipline in your firm
  • Creating one-size-fits-one career roadmaps that identify each person’s progression in your firm
  • Designing and executing upward evaluations for performance management
  • Creating your firm’s learning strategy and plan and mapping them to your firm competencies
  • Coaching your future leaders to help them advance to the next level
  • Coaching your people in delivering effective performance feedback and dealing with challenging HR situations
  • Delivering custom learning programs for your people including in-house leadership development and coaching programs

Employee Engagement and Retention

  • Determining how engaged your people are and strategies to enhance employee engagement
  • Identifying your people’s key employee motivators and how to engage your team members based on their key motivators
  • Coaching on HR program implementation including help with Anytime, Anywhere Work™ and performance management systems
  • Enhancing your firm’s ability to embrace diversity among your employees, including – generational, gender, and personality consulting and workshops

We have a long history of advising HR professionals within CPA firms and believe there is no more important time to invest in your talent programs and the people who run them. Contact us to discuss how we can help elevate your HR strategy and initiatives.

Practice Coaching & Consulting

George Forsythe

Our firm has worked with ConvergenceCoaching for nearly a decade now. We first engaged Convergence to lead a firm retreat and assist with the creation of our mission, vision and values. That progressed into monthly calls with our leadership team regarding firm strategy, goals and alignment. More recently, our relationship has evolved into bi-monthly coaching calls with each of our firm leaders on an individual basis. Regardless of what our needs have been, Convergence has consistently delivered sound advice and wisdom to aid our growth and development. We look forward to the next decade with them by our side.

| Managing Partner, WellsColeman|

Practice Coaching & Consulting

Our leadership coaching provides firm leaders, partner teams, and management committees with a framework of accountability and ongoing guidance and support to move strategies forward.

And, because we’re committed to make a difference for your firm, we’ll apply our experience to assist you, as needed, in implementing your strategies with a broad array of tactical implementation and execution services.  These services include:

  • Revising or drafting firm governance documents
  • Drafting new compensation plans
  • Creating role descriptions and setting appropriate goals
  • Assisting with performance management discussions
  • Conducting employee or client surveys
  • Launching key position recruiting efforts and/or assisting in screening candidates
  • Developing differentiated market positioning for your firm
  • Implementing sales processes and assisting with the transition to a CRM solution

Contact us for more information on performance enhancement or leadership coaching.

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