Happy Spring! We’re especially happy at ConvergenceCoaching, having just celebrated our 9th anniversary thanks to our partnership and friendship with you. To mark the occasion, we’re easing into a new look-and-feel for our e-letter and e-mail notices. We’ll be flowing this look into other areas of our firm’s communications in the weeks and months to come.

As we head into the more proactive summer months, an inevitable part of planning turns to firm training. And we all know that CPE is essential to our success, because in the accounting and technology professions, we are, first and foremost, in the knowledge business. The more we know, the more value we bring to our clients. Economic impacts, new legislation and regulation, competitive advances, and technology innovations all drive us to learn quickly and assimilate our learning into new behaviors even faster.

That’s why we’ve dedicated this issue of Coaching Concepts to learning management. In Leadership Lessons, we’ll explore the keys to developing a top-down, authentic learning culture in your firm. Then, in Practice Perspectives, my partner Tamera Loerzel will share the steps to developing your firm’s Learning Initiative Plan and Individual Learning Roadmaps. Finally, New News will update you on all of the latest happenings in our firm, including the upcoming launch of a new online learning platform, offering anytime, anywhere soft skills CPE designed for CPA and IT professionals. Take a look at our first three courses and see how this offering and our other training and development courses and workshops may help your firm succeed.

We welcome your feedback on our ideas and encourage you to share some of your own with us, too. Enjoy the renewal of spring!

Gratefully,

Jen

Creating a Learning Culture

We’re all in the knowledge business, and those firms that do the best job of imparting knowledge, developing skills, and building capacity for the future have the best prospects for long-term success and competitive advantage. In this article, we’ll explore ideas to help you enhance your firm’s learning culture and make a commitment to life-long learning. Then, in our Practice Perspectives article, we’ll explore the specific steps to developing your firm’s Learning Initiative Plan and implementing Individual Learning Roadmaps to increase your educational capacity and enhance your firm’s accumulation of knowledge.

For the full story, please click here.

Developing a Learning Culture in Your Firm

As we discussed in Leadership Lessons, investing in a learning culture in your firm offers many benefits for your team, including motivation, enhancing satisfaction, expanding their knowledge, enhancing performance, and expanding capacity. In this article, we will help you realize these benefits by exploring the steps to developing your firm’s learning initiative plan.

Before you can develop a learning plan, you must first assign ownership of your learning functions. Depending on the size of your firm, you may have a “Learning Manager” that drives your firm’s learning initiative and develops and manages your learning plan with input and approval from an Executive or Partner Sponsor. Or, if your firm is smaller, the learning owner may also be a partner or owner in your firm.

For the full story, please click here.

For the full News, please click here.

Need to Develop Leadership Skills in Your Firm?

Plan to attend our Leadership Development Workshop in Omaha, Nebraska on Friday, June 12th (and, if you’re a baseball fan, attend the College World Series which begins the following day!).

When your leaders, including partners, managers, and firm administrators, attend this 1-day study of Leadership, Accountability, and Conflict Management they will gain access to practical information and tools and learn tangible methods to enhance their leadership skills, including:

  • Leadership fundamentals and attributes of effective leaders
  • Creating a culture of accountability and organizing a team of leaders
  • Managing difficult conversations by studying conflict styles and using a conflict management methodology to collaborate win-win solutions

Take advantage of our early bird special pricing of $300 for registrations received by May 15. Visit www.convergencecoaching.com/omaha.htm for more information and www.convergencelearning.com to register. 

If you have questions about the difference this workshop will make in your practice or if you would like to discuss tailored web-based or in-firm training for your firm or association, please contact Krista Remer at krista@convergencecoaching.com or (402) 891-6393.

For the full story, please click here.


Service Spotlight: Distance Learning – Training Anytime, Anywhere

We know how hard it is to get away from the office, and the high cost of travel these days can make investing in CPE expensive. At ConvergenceCoaching, we recognize the need to have access to high-quality, difference-making soft skills CPE without having to travel. That’s why we’ve developed an online distance learning program that will enable you, and members of your team, to take high-quality courses anytime from anywhere.

Our online self-study courses, the first of which are Maximizing Your Professional Image, Managing Difficult Conversations Successfully, and Master the Art of Time Management, are perfect for firms that want to train everyone on the same courses, in the same way, over time. New employees can easily “catch up” on what others have learned at their convenience - after hours, from home if they choose, and at their own pace.

Our distance learning programs are pending NASBA approval for CPE sponsorship and will “officially launch” once that process is complete.  Until then, if you’d like to take one of our courses without CPE or if you’re interested in more information on the online programs, which are available individually or in license packages for your firm, contact Lisa Spear at lisa@convergencecoaching.com or (615) 292-9321.

For the full story, please click here.


Guest Bloggers Wanted

Our blog,“Inspired Ideas” (http://blog.convergencecoaching.com), is a great place to share ideas related to CPA and IT practice management – and personal development, too! Read our blog to gain insights into issues ranging from business development and motivation to IRS regulations. Then, subscribe to receive an e-mail notice each week when we post. Simply enter your e-mail address and click the “Get e-mail updates” link on the right-side panel. 

From time to time, we would like to feature blog posts from guest writers who have a message to share with our audience.  If you would like to contribute to, or learn more about, Inspired Ideas, please contact Michelle Baca at (505) 249-4980 or michelle@convergencecoaching.com.

We welcome your participation and would love to hear your inspired ideas and opinions –whether commenting on our posts or as a guest blogger!

For the full story, please click here.


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Client Corner

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If you know someone who would benefit from receiving their own copy of our Coaching Concepts e-newsletters along with invitations to our web seminars and other events, e-mail their information to us at info@convergencecoaching.com.