Organizational Leadership

Courses in the “Organizational Leadership” category include the following:

Building a NextGen Firm

Building a NextGen Firm With the impending Baby Boomer retirement, the profession is facing significant change. Firms are challenged to now focus on the dreams, goals and desires of Generation X, Millennial and even Generation Z team members and clients. Leaders who recognize this shift and begin driving cultural change stand the best chance of […]
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Coming Together – The Art of Merging

Coming Together – The Art of Merging Whether you’re bringing in a new partner from the outside, purchasing a niche specialty practice, or merging with another firm, navigating the nuances to ensure success can be tricky. In this session, we’ll remove the mystique of what it takes to bring two entities together so that you […]
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Coming Together – The Art of Merging (1-day workshop)

Coming Together – The Art of Merging (1-day workshop) Whether you’re bringing in a new partner from the outside, purchasing a niche specialty practice, or merging with another firm, navigating the nuances to ensure success can be tricky. In this session, we’ll remove the mystique of what it takes to bring two entities together so […]
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Consulting Services vs. Compliance Services: Managing the Difference

Consulting Services vs. Compliance Services: Managing the Difference CPAs have worked hard to become not just historians (dutifully ensuring clients are in compliance) but trusted advisors (regularly offering fresh ideas, proactively identifying needs, and consistently recommending innovative solutions to client challenges).  You know you can’t continue to market, grow and manage your consulting practice like […]
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CPA Firm Success Metrics: Understanding Practice Economics

CPA Firm Success Metrics: Understanding Practice Economics Ensuring your firm’s profitability is essential in today’s economy, but the professional services business model isn’t that intuitive. Many of us struggle to get our arms around the various “levers” in our practices that influence profitability and success. Attend this session to explore the various elements of practice […]
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Defining Your Firm’s Strategy for the Future

Defining Your Firm’s Strategy for the Future Between the generational shift in the market and the changes that our profession is facing, there has never been a better time to carefully set (or refine) your firm’s five-year vision. The more proactive you can be in establishing a forward-thinking strategy for growth, the more success you’ll […]
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Developing a Culture of Ownership and Accountability

Developing a Culture of Ownership and Accountability In this course we will explore the foundational leadership attributes that, when applied, will transform your practice. Learn how accountability, integrity, and ownership applied together can dramatically increase the functionality, effectiveness, and motivation of your team. Complete this course to: Explore the two foundations of accountability – integrity […]
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Developing Your Growth RoadMap: Planning for Success

Developing Your Growth RoadMap™: Planning for Success Most firms have tried many planning methods, most notably conducting strategic planning retreats and developing “strategic plans” for their initiative or practice. Unfortunately, many discover that as the calendar rolls around, most of the great ideas they generated haven’t been implemented. At ConvergenceCoaching, LLC, we have developed a […]
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Driving Change Through Strategic Firm-Wide Communication

Driving Change Through Strategic Firm-Wide Communication Today’s organizations must navigate ever-accelerating change in standards, technology, mobility, talent, succession, consolidation, globalization, values and norms, and more. To successfully manage dramatic change, leaders must strategically design, execute, and communicate their strategies with the same focus and intention that they spend conceiving of the planned change. In this […]
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Driving Partner Performance and Accountability

Driving Partner Performance and Accountability As firms continue to drive growth and attract and retain top talent in our tight labor market, most have turned their focus to improving partner performance and accountability. In this session, we’ll take a deep dive into the levers that drive partner performance to help you identify areas where you […]
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Effectively Transition Clients

Effectively Transition Clients CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective client transition. Attend this session to discuss answers to the four most common client transition concerns retirees – […]
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Effectively Transitioning Responsibility from One Generation to Another

Effectively Transitioning Responsibility from One Generation to Another Organizations across the country are preparing for (or are already facilitating) the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective transition of responsibility. Transition affects far more than the retiree […]
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Effectively Using Technology to Grow Your Firm

Effectively Using Technology to Grow Your Firm As a firm grows, technology can either be a strategic growth driver or an administrative cost center. Which will it be for your firm? What do you need to do right now to position your firm to take advantage of the ever changing landscape of systems and social […]
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Enhancing Partner Performance and Accountability in Your Firm

Enhancing Partner Performance and Accountability in Your Firm Today, firm leaders are challenged to manage partner performance and accountability to your firm’s vision and agreed upon strategies. Attend this session to discuss various partner performance and accountability strategies that can dramatically enhance the unity, effectiveness, and inspiration of your team including: Partner performance cornerstones – […]
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Enhancing Teamwork, Communication and Success

Enhancing Teamwork, Communication and Success In this session, we will explore how you can produce positive results in your life and your team by giving you access to more power and positivity and to enhance your firm’s teamwork and communication by: Learning generational differences and similarities and how to increase your understanding and working with […]
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Firm Governance, Buy Ins, Buy Outs, and Your Partner Agreement

Firm Governance, Buy Ins, Buy Outs, and Your Partner Agreement How do your firm’s key decisions get made? How many partners must agree to move strategic issues forward? How will your practice be valued upon retirement? Is it the same for when a new partner buys in? These are all issues that should be addressed […]
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Four Levers to Drive Partner Performance and Accountability

Four Levers to Drive Partner Performance and Accountability As firms drive growth in the recovering economy, most have turned their focus to improving partner performance and accountability. In this session, we’ll explore the four levers that drive partner performance to help you identify areas where you can improve your personal performance and the performance of […]
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Great Firms Have a Vision For the Future! What’s Yours?

Great Firms Have a Vision For the Future! What’s Yours? Firms that continually refine their vision for the future enjoy increased engagement, inspiration, and unity. The clarity of direction enables you to make difficult decisions and take calculated risks that fit with your intended direction. Team members know where the firm is headed, what their […]
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Growing and Managing Your Firm Strategically (1-day workshop)

Growing and Managing Your Firm Strategically (1-day workshop) As top leaders in our firms, we want to develop inspiring growth plans that our team members can get behind and achieve. But many of us find ourselves committing to too many initiatives or lacking the buy-in we need to drive our plans to fulfillment. Attend this […]
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How Does Your Firm Stack Up: Benchmarking Your Firm

How Does Your Firm Stack Up: Benchmarking Your Firm Attend this web seminar to explore important insights from the leaders in CPA firm benchmarking surveys, including INSIDE Public Accounting’s National Benchmarking Report, The Rosenberg Survey, and AICPA’s PCPS/TSCPA National MAP Survey. In this session, we’ll discuss: Financial performance data including revenue, net income per partner, […]
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How High-functioning is Your Firm?

How High-functioning is Your Firm? Over the years, we’ve worked with countless CPA firms helping them solve their challenges and develop strategic plans to achieve their goals and vision. Once in a while, we encounter a firm where the leadership team collaborates effectively, they hash out actions and strategies relatively easily and things just run […]
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Leadership Distinctions that Will Transform Your Firm’s Performance

Leadership Distinctions that Will Transform Your Firm’s Performance This engaging and interactive discussion will explore our top leadership ideas that, when applied, dramatically increase teamwork, motivation, ownership behaviors, and accountability. In this half-day session, we’ll explore: Integrity and what it really means in practice Self-interest and how it drives behavior in partnerships and teams Interpretations […]
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Make Succession a Strategic Process (1-day workshop)

Make Succession a Strategic Process (1-day workshop) Whether you or someone in your firm is nearing retirement age, being promoted, considering a sabbatical, or just concerned about the fact that you’re carrying too much responsibility for your firm, the issue of succession planning is probably weighing on your mind. Worse yet, the topic may feel […]
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Managing Crisis in Your Firm

Managing Crisis in Your Firm It happens when you least expect it. A key partner leaves or passes away unexpectedly. A high-profile client sues. A significant mistake is made. Misconduct occurs. Who you are during these situations, and how you choose to deal with them, directly affect the significance of their impact to your firm. […]
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New Partner Sources for Your Firm

New Partner Sources for Your Firm Attend this session to explore the different methods and sources you have to bring new partners up or into your firm. In this session, we’ll discuss potential partner sources, including developing partners from within your firm’s current talent pool and recruiting partners to join the firm. In this session, […]
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Partner Performance: Driving Partner Performance and Accountability with Feedback and Straight Talk

Partner Performance: Driving Partner Performance and Accountability with Feedback and Straight Talk In this session, we explore the importance of regularly monitoring and reporting all partners’ progress toward their goals and communicating appreciation and disappointment when warranted. Providing performance feedback to your partners – no matter what your partner role is – can be tricky. […]
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Partner Performance: Reward Partner Performance and Contribution

Partner Performance: Reward Partner Performance and Contribution Even though some may want to focus on “fixing” partner compensation first, the last element of developing partner performance and accountability is rewarding performance. A properly designed and well-thought-out partner compensation system can drive desired behaviors and inspire your partner group to achieve high performance. Likewise, a poorly […]
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Partner Performance: Setting Partner Expectations and Reporting to Drive Performance and Accountability

Partner Performance: Setting Partner Expectations and Reporting to Drive Performance and Accountability To maintain unity around your firm’s strategy, defined performance expectations for each partner helps reduce disappointment among your partner team and the common feeling that someone isn’t “pulling their weight.” In this session, we’ll explore methods for establishing performance expectations for all partners […]
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Partner Performance: Unity – The Foundation of Partner Performance and Accountability

Partner Performance: Unity – The Foundation of Partner Performance and Accountability Gaining partner unity is more than getting a “majority vote” on key issues for your firm. In this session, we’ll explore ideas for enhancing the unity of your partner team and moving toward a “one-firm” culture, including: Defining what unity means within a partnership […]
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Practicing in Concert – Gaining Partner and Firm Alignment

Practicing in Concert – Gaining Partner and Firm Alignment Too often, we allow the day-to-day issues of running our practices and delivering client service to cloud our vision for the future of the firm. Even worse, as time passes, our cloudy vision seems to differ slightly (or significantly) from the vision of our partners and […]
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Successfully Managing Change Amidst Uncertainty

Successfully Managing Change Amidst Uncertainty The only thing constant in life is change. As a performance manager, you and your assigned staff are faced with all kinds of change, including changes in standards and processes, internal firm changes, transitions within the client base and more. Most of the time, change brings feelings of uncertainty and […]
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The Changing Firm Business Model

The Changing Firm Business Model The traditional public accounting model is under pressure. Successful firms are making business model changes to ensure sustainability and prepare for future generations. Your firm’s business model should be attractive to its future leaders and it must also anticipate market trends and expected changes. In this session we’ll explore: Identifying […]
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Want to Keep Your Next Gen? 9 Must DO Firm Changes to Make ASAP!

Want to Keep Your Next Gen? 9 Must DO Firm Changes to Make ASAP! Our Next Gen leaders are restless. They want change, and they want it now. Mature leaders feel resistant and young leaders feel impatient. Both groups must come together to innovate new ways of running the practice and preparing for transition in […]
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We’ve Developed Our Vision. Now What?

We’ve Developed Our Vision. Now What? When firms take the time to develop their vision for the future, they sometimes think that’s their big finish line. But the real work is in developing the strategies and tactics to drive the firm toward your intended destination and to integrate the vision into the firm’s day-to-day activities. […]
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