ConvergenceCoaching, LLC’s New Web Site and Updated Look
We are excited to unveil our updated online presence that includes a new web site, a “relocated” and updated blog, and a fresh new look and feel. Please take a moment to check it out at www.convergencecoaching.com and let us know what you think!
Aside from enhanced navigation to our wide range of offerings, our new web site provides easy access to our various social media platforms, making it simpler to connect with us, including:
- Our Inspired Ideas blog right on our web site at www.convergencecoaching.com/blog (be sure to subscribe to get our weekly post via e-mail by entering your e-mail address and hitting “Get email updates” – it’s that easy!)
- Quick access to our Partner and Co-Founder, Jennifer Wilson’s, Twitter feed from our home page
- Access to our LinkedIn company page throughout the site and to our individual LinkedIn team member profiles via our consultant team pages
- Easy access to our firm’s Facebook page with the latest news and events (please take a moment to “Like” us)
Other features include wonderful testimonials about our work and the difference it’s made for our clients and associates and a News and Events section with an at-a-glance schedule of live and web events you may be interested in attending (in list or calendar view), access to recorded events, and our latest e-newsletter.
We hope you enjoy these enhanced features!
Service Spotlight: Our New Transformational Leadership Program!
Develop your team and secure your firm’s future by enrolling your managers and new partners in our Transformational Leadership Program (TLP). This in-depth, year-long program is designed to help your future leaders honestly identify their strengths and areas for improvement and develop strategies to drive performance improvements and prepare to take on meaningful roles in leading and managing your firm.
For a full year, each TLP participant will engage in:
- In-depth self-assessments
- Two in-person, two-day workshops
- Online, self-study and instructor-led web seminars for year-round learning
- Tailored one-on-one coaching sessions for both the participant and their in-firm coach or advisor
The one-year investment to transform your up-and-comers into true firm leaders is $3,995 including at least 33 hours of CPE credit for all learning events. For more information, visit www.convergencelearning.com, and registration will open December 20, 2011.
ConvergenceCoaching in the News
Thanks to many of you, ConvergenceCoaching’s Jennifer Wilson has been named to INSIDE Public Accounting’s Top 10 Most Recommended Consultants list for the fourth consecutive year. In addition, she was honored for the ninth time as one of Accounting Today’s Top 100 Most Influential People in Accounting. We are so proud of Jennifer’s accomplishment and the recognition of our team for the difference-making work we love!
In addition, we are regularly featured authors for various industry publications. Find us in INSIDE Public Accounting, the AICPA’s CPA Insider, Texas Society of CPAs TSCPA Public Practice E-News, and Accounting Today/Accounting Tomorrow.
Private Company Financial Reporting
You have an opportunity to change private company financial reporting to reflect users’ needs in the form of a separate Generally Accepted Accounting Principles (GAAP) for private companies. In the past, ConvergenceCoaching worked with the AICPA’s Private Companies Financial Reporting (PCFR) Task Force to research the issues surrounding this decision, and we believe strongly that a change is necessary.
Now is the time for you and the CPAs in your firm to tell the FAF what you think.
Please consider writing a letter to the FAF by January 14, 2012 and sending this note to your partners, colleagues, clients, and bankers to invite them to write a letter as well, supporting the much-needed historic changes in private company financial reporting.
You can learn more, listen to an archived webcast, and read sample letters from your peers at www.aicpa.org/privateGAAP. The letter you write should be in your own words to have the greatest impact on the FAF. Thanks for your time to share your view with the FAF at this historic crossroads.
Partner Accountability Toolkit for AICPA PCPS Members
We’ve been working with the AICPA’s PCPS section to create the Partner Accountability section of their Human Capital Forum, scheduled for release this month. The Partner Accountability section provides a guide, tools, and templates to improve your firm performance by making your top tier of leaders more accountable to themselves, each other, and to your team members.
PCPS members will have access to the ConvergenceCoaching Leadership Accountability Model™ that explores each element necessary to develop a culture of performance and accountability and outlines ideas within each element to help you identify areas where you can improve the performance of your partner team. Find out more by visiting www.aicpa.org/pcps.
Client Corner
Congratulations to 2011 “Working Mother” 100 Best Companies
BDO USA and Moss Adams were named to this list for their plethora of family-friendly benefits and efforts to make their place of employment a top choice for working parents. See the entire list of top firms here: http://www.workingmother.com/best-company-list/116542.
Noteworthy Client Mergers
Windes & McClaughry, a Long Beach, CA-based firm will be merging with San Francisco-based Burr Bilger Mayer, effective, Jan. 1, 2012. The combined firm will be known as BPM in Northern California and as BPM Windes in Southern California. BPM’s Managing Partner, Steve Mayer, will be the firm’s CEO and Managing Partner. Windes & McClaughry’s Managing Partner, John DiCarlo, will be responsible for the operations of BPM Windes. The firm will have 73 shareholders, 550 employees, and 11 offices.
White, Nelson & Co. LLP and Diehl, Evans & Company, LLP have merged to become White Nelson Diehl Evans LLP (WNDE) and will operate from the White Nelson headquarters in Irvine, CA. Additional offices are located in Carlsbad and Escondido. WNDE will have over 120 employees, making it one of the largest accounting firms headquartered in Orange County.
Tronconi Segarra & Associates LLP merged with Domachowski, Kempisty & Salvatore, CPAs, P.C. on November 1, creating the third largest independent CPA firm in the Buffalo, NY region. The combined firm includes 11 partners and 95 associates.
Welcome New Clients!
The ConvergenceCoaching team welcomes our new clients to the Convergence circle of friends! Warmest welcome to:
Abdo, Eick & Meyers in Edina, MN
Acumen Advisors in Reston, VA
Baune Dosen & Co., LLP in Minneapolis, MN
Fred A. Lockwood & Co., P.C. in Scottsbluff, NE
Geneva Group International in Zurich, Switzerland
Grimbleby Coleman CPAs, Inc. in Modesto, CA
Indiana CPA Society in Indianapolis, IN
Moss Adams LLP in Tacoma, WA
Nathan Wechsler & Company, PA in Concord, NH
Richey May & Company in Englewood, CO
Scott & Company in Columbia, SC
WTAS in Seattle, WA
We are grateful that you have taken the ConvergenceCoaching leap of faith and look forward to making a difference for you!
Upcoming Speaking Events!
The ConvergenceCoaching team will attend and speak at a number of events over the next several months, including:
January 11-12
TX Society of CPAs Fort Worth Chapter
Fort Worth, TX
www.fortworthcpa.org
Presentation:
> Practice Skills Training
January 12
Alliott Group North America 2012 Leadership Forum
Captiva Island, FL
www.alliottgroup.net
Presentations:
> Becoming a Business Development Black Belt
> Strategies to Engage and Retain Your People
January 17
The Alliance of Professional Associations (APA) Winter Conference
Las Vegas, NV
www.the-apa.com
Presentation:
> Secrets to Niche Practice Success
May 7-9
BDO Seidman Alliance Conference
Las Vegas, NV
www.bdo.com
Presentations:
> Trust: Developing It, Maintaining It and Repairing It
> Developing a Successful Strategic Initiative or Niche
> Proposals That Win: Effectively Negotiating to Close More Business
TBD 2012
ConvergenceCoaching Transformational Leadership Program Workshop I
www.convergencelearning.com
Presentation:
> Learning to Truly Lead by Example
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, visit http://www.convergencecoaching.com/what-we-do/training-development, and to keep track of updates to our speaking calendar, please visit www.convergencecoaching.com/events.
Upcoming Web Seminar
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 per person including CPE credit.
Join us for our next 75-minute web seminar, which will be held at 11:00 a.m. Eastern Time:
- January 10 – Leveraging Technology to Grow Your Practice
Go to www.convergencelearning.com to review the agenda and to register. If you missed one (or all) of our Partner Performance and Accountability or Human Resources: Retaining Your Best and Brightest web seminars from 2011, you can purchase the recording for each web seminar for $39 at www.convergencecoaching.com/news-and-events/recorded-webinars.
Spread the Word!
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.
