Training and development
to secure your firm's future
Grow your team with customized live
or web training
Develop your next generation
of leaders and plan for succession
Planning for your firm's future leadership has never been more important.
Strategic planning meetings and retreats
that make a difference
Gain unity, trust, accountability, and growth.
Straight Talk Your Way to Success E-book
Learn how to share your perspective in difficult conversations
and drive breakthroughs in performance
Our Strategic Partners' services complement
ours to help you achieve success!
Earn CPE and develop your skills
with our monthly web seminars
or the convenience of online self-study
View our web seminar schedule and self-study courses
Developing transformational leaders....one person at a time.
ConvergenceCoaching at a glance:
STRATEGIC PLANNING
With our unique Mapping Your Success™ methodology, we assess your practice, identify your market opportunities, and help you grow.
RETREATS
We facilitate one and two-day retreats customized to help you meet your strategic objectives.
TRAINING AND DEVELOPMENT
Our courses and workshops, spanning all areas of leadership and management, can be customized for your audience and delivered in a variety of ways.
COACHING AND CONSULTING SERVICES
We offer ongoing guidance, support, and accountability for moving your strategies forward.
SUCCESSION PLANNING
Plan for your firm’s future, identify your up-and-comers, and prepare leaders to take over and let go.
SOCIAL MEDIA AND COMMUNICATIONS
Our communications strategy and social media planning and training services will help you effectively connect with clients, prospects, and recruits.
OUR STRATEGIC PARTNERS
We have aligned with select Strategic Partners who have offerings we believe our CPA firm clients and colleagues, and perhaps their clients, may benefit.
 
"Generational Competence"
Jennifer Lee Wilson talks with Accounting Today about generational concerns within CPA firms.