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Issue 26 – Spring 2011
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Wilson's Writings
Leadership Lessons
Practice Perspectives
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New
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ConvergenceCoaching, LLC Turns 11!
On April 1, 2011, ConvergenceCoaching, LLC celebrated our eleventh anniversary of helping leaders achieve success! We are so grateful to each of our friends and colleagues with whom we have worked over these years. We would not be where we are today without your trust and friendship! Here is to many, many more anniversaries and to continuing the transformational work we love!
Service Spotlight: Our New Human Resources Retention and Recruiting Toolsets!
Our people are our greatest assets and are truly the lynchpin to our success.
So, what are you doing to engage your team members to ensure that they are motivated and “locked in” at your firm? And, how prepared are you for the economic recovery, when it is very likely that the profession will see significant turnover and talent shortages (again). Have you restarted your recruiting engines, including positioning your firm for success using new mediums such as online social media recruiting?
Our Human Resources Retention and Recruiting Toolsets will provide you with over 90 valuable templates, tools, articles, and resources designed to support you as you enhance your firm’s people engagement, development, and recruiting programs.
You can order your toolsets individually for an introductory price of $129 for the Human Resources Retention Toolset, $129 for the Human Resources Recruiting Toolset, or you can purchase both for only $199. Watch your e-mail for the availability of the HR toolsets later this month or visit www.convergencelearning.com to check availability and purchase the toolsets.
While you are there, be sure to consider our other toolsets, including our Leadership and Communications Toolset, which has resources to support succession planning for your firm, among many other tools designed to help you enhance your leadership skills and develop leadership skills in others.
Retreats to Create Partner Unity and Training to Develop Your Team
If you are planning your firm’s annual retreat or strategic planning meeting and want to gain unity, transparency, accountability, and an action plan that is truly implemented out of your meeting, consider a ConvergenceCoaching facilitator! If succession is a top priority for your firm, we can help you gain unity as a group at any stage in your process from identifying and assessing successor candidates to creating and implementing your succession plan.
Our expertise includes:
- Partner unity, trust, performance, accountability, and teamwork
- Governance and compensation
- Revenue growth
- Succession planning and leadership development
- Team performance and accountability
- Marketing, sales, and social media program development
- Employee engagement, motivation, and recruiting
- Leadership development, people development, and management issues
We also offer customized training for partners, managers, firm administrators, and/or staff on subjects such as leadership, communications, HR, and practice development to help you develop your team and secure your firm’s future.
Contact Lisa Spear at lisa@convergencecoaching.com for more information about how we can help you gain unity, work toward your vision, and develop your team.
ConvergenceCoaching in the News!
Congratulations to our partner and co-founder, Jennifer Wilson, who was included as one of The CPA Technology Advisor’s Top 25 Thought Leaders in public accounting for 2011! Click here to learn more.
In addition, we are regularly featured authors and sources for various industry publications. Find us in INSIDE Public Accounting, the AICPA’s CPA Insider, Texas Society of CPAs TSCPA Public Practice E-News, Accounting Today/Accounting Tomorrow, and as a frequent guest blogger on the SpeedTax Blog and Toolbox for Finance.
Is Your Accounting Firm One of the Best to Work For?
Take Accounting Today’s 2011 assessment and find out!
Accounting Today's fourth-annual “Best Accounting Firms to Work For” ranking is dedicated to identifying and recognizing the best employers in the tax and accounting profession. This ranking is recognized as a great honor for firms and a significant competitive advantage for organizations that make the list.
If you are part of a public or privately held U.S. accounting firm with a minimum of 15 employees, go to www.bestaccountingfirmstoworkfor.com and register to participate in the assessment process. Participants will be given a free employer benchmarking summary report with the ranking for your workplace and other participants.
Don’t miss the deadline of June 30. Register to participate today!
How Does Your Firm Stack Up?
Take the 2011 INSIDE Public Accounting and Rosenberg MAP Surveys!
INSIDE Public Accounting’s Annual Benchmarking Survey and The Rosenberg MAP Survey are excellent ways to benchmark your firm’s key metrics against your peers and compare management policies, financial results, and other key practice measures.
By participating in the surveys, you will receive a number of benefits and useful information, including the comprehensive result reports with benchmarking data that will allow you to evaluate how your firm compares to others in your geography and with other firms your size.
Take the INSIDE Public Accounting Survey by clicking here by the June 10 deadline.
And, complete The Rosenberg Survey online at www.RosenbergSurvey.com by the June 15 deadline.
At ConvergenceCoaching, we believe that social media technologies are transforming the way we communicate, and we want to connect with you!
Connect with our team members on LinkedIn:
- www.linkedin.com/in/amydenman
- www.linkedin.com/in/jackleecpa
- www.linkedin.com/in/jenniferwilsonprofile
- www.linkedin.com/in/kristaremer
- www.linkedin.com/in/lisaspear
- www.linkedin.com/in/michellebacaprofile
- www.linkedin.com/ruthleerichter
- www.linkedin.com/in/sylvialane
- www.linkedin.com/in/tameraloerzel
Follow Jennifer Wilson’s “tweets” on Twitter: http://twitter.com/JenLeeWilson.
Please become a fan of our firm’s Facebook page: www.facebook.com/convergencecoaching.
And, don’t forget to read and subscribe to our blog, “Inspired Ideas” at http://blog.convergencecoaching.com.
If you would like to contribute to Inspired Ideas as a guest blogger or learn more about blogging, social networking venues, or how we can help you create and implement a social media strategy for your firm, please contact Jack Lee at 262.618.4291 or jack@convergencecoaching.com.
May 17
AGN North American Regional Meeting
Scottsdale, AZ
www.agn-na.org
Presentation:
> Enhancing Performance & Accountability in Your Firm
May 18
CPA Leadership Institute Webinar
Online
www.cpaleadership.com
Presentation:
> I Trust You (Sort Of) Do You Trust Me?
May 19
Association for Accounting Marketing Webinar
Online
www.accountingmarketing.org
Presentation:
> Talking Straight to Drive Change
May 24
CPA Leadership Institute Webinar
Online
www.cpaleadership.com
Presentation:
> Conducting Powerful Presentations
June 1-2
ConvergenceCoaching Leadership Development Program (BDO Alliance Members)
Fairfield, NJ
www.convergencelearning.com
Presentation:
> Leadership Fundamentals, Planning for Success and Communication Skills
June 2 - 3
Washington Society of CPAs Emerging Leaders & Women’s Summit
Bellevue, WA
www.wscpa.org
Presentations:
> Women as Powerful Leaders & Communicators
> Four Secrets for Developing Your Sphere of Influence
> Developing Business/Keys to Lasting Career Satisfaction and Success
June 4
MSI Global Americas Regional Meeting
Cleveland, OH
www.msiglobal.org
Presentation:
> Achieving Growth through Partner Accountability
June 7
Association for Accounting Marketing (AAM) Summit
Chicago, IL
www.accountingmarketing.org
Presentation:
> Enhancing Performance & Accountability in Your Firm
June 7
CPA Leadership Institute Webinar
Online
www.cpaleadership.com
Presentation:
> CPA Firm Success Metrics: Understanding Practice Economics
June 14
AICPA Practitioners/Tech+ Conference
Las Vegas, NV
www.cpa2biz.com
Presentations:
> Managing Difficult Conversations Successfully
> Overcoming the Seven Deadly Sins of Delegation
To receive $100 off your registration, use code TAC!
June 14
Leading Edge Alliance A&A Practice Leaders Conference
Chicago, IL
www.leadingedgealliance.com
Presentations:
> The Top 10 Reasons Clients Leave
> Exploring One of the Top Five Growth Drivers: Trends in Marketing and Selling
June 21 - 22
AAA 2011 National Practice Management Conference
Louisville, KY
www.cpaadmin.org
Presentations:
> HR Fly-In: Elevating the Role of HR
> Managing Millennials
June 22
PKF Emerging Leaders Program
Lawrenceville, GA
www.pkf.com
Presentation:
> Trust: Developing It, Maintaining It and Repairing It
July 7
CPA Leadership Institute Webinar
Online
www.cpaleadership.com
Presentation:
> Helping People Overcome their Personal Pitfalls
July 14 – 15
Upstream Academy Headwaters Conference
Denver, CO
www.upstreamacademy.com
Presentations:
> Enhancing Partner Performance and Accountability in Your Firm
> Effectively Using Technology to Help the Firm Grow
> Small Group Discussion
July 20 - 21
ConvergenceCoaching Leadership Development Program (BDO Alliance Members)
Newport Beach, CA
Registration Site for BDO Alliance Members
Presentation:
> Developing Your Sphere of Influence and Business Development Strategies
July 21
CPA Leadership Institute Webinar
Online
www.cpaleadership.com
Presentation:
> Being a Leader Regardless of Your Role
August 16
CPA Leadership Institute Webinar
Online
www.cpaleadership.com
Presentation:
> How to Make a Niche Work for Your Firm
We hope to see you at these events and others in the future. Plan your calendars and register today! Let us know if you will be attending any of the venues where we will be speaking. We'd love to catch up with you!
To access our catalog with a complete listing of topics for speaking, teaching, and custom in-firm programs and to see speaking events beyond September 1 along with updates to our speaking calendar, please visit www.convergencecoaching.com/speakingevents.htm.
Upcoming Web Seminars
The ConvergenceCoaching team offers web seminars designed to help you develop “soft” skills in a variety of areas while earning continuing professional education (CPE) credit for only $39.
Our upcoming four-part web seminar series will explore the elements of our partner performance and accountability model to identify areas where you can improve performance – both personally, within your partner team, and in your firm.
Join us for one or all of our upcoming Partner Performance and Accountability Web Seminar Series. These 75-minute web seminars will be held at 11:00 a.m. Eastern Time on the following dates:
- June 7 - Setting Partner Expectations and Reporting to Drive Performance and Accountability
- July 26 - Driving Partner Performance and Accountability with Feedback and Straight Talk
- August 16 - Reward Partner Performance and Contribution
Each course is $39 per person including CPE credit. Go to www.convergencelearning.com to review agendas and to register.
Welcome New Clients!
The ConvergenceCoaching team welcomes our new clients to the Convergence circle of friends! Warmest welcome to:
| Green Hasson Janks in Los Angeles, CA Kern, Dewenter, Viere LTD in Minneapolis, MN Mississippi Society of CPAs in Ridgeland, MS MSI Global Alliance in London, England, UK Stewart, Archibald & Barney, LLP in Las Vegas, NV VetImaging in Irvine, CA Washington Society of CPAs in Bellevue, WA Wertz & Company in Irvine, CA |
We are grateful that you have taken the ConvergenceCoaching leap of faith and look forward to making a difference for you and introducing you to our network of clients and friends!
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.
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