Tamera Loerzel will be teaching
- Coming Together: the Act of Merging and Gaining Buy-In and Action
Calendar of Events
May 22, 2012 - 8:00 am
AGN North American 2012 North American Regional Meeting
May 22, 2012 - 10:30 am
PKF North American Firm Management Conference
Jennifer Wilson will be teaching
- Four Levers To Drive Partner Performance and Accountability
- Driving Partner Performance and Accountability with Honest Feedback and Communication
May 31, 2012 - 8:00 am
Alaska Society of CPAs
Jennifer Wilson will be teaching a one-day workshop on Striving to Be an Inspiring, Accountable and Difference Making Leader.
June 5, 2012 - 8:30 am
CPA Associates International Managing Partner Group
Jennifer Wilson will be teaching
- Five Key Elements In Today’s Marketing Plans
June 5, 2012 - 11:00 am
ConvergenceCoaching Webinar “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. Without integration, your vision is just another set of lofty ideas destined to be dusted off and revisited in the years to come. Don’t let that happen! Instead, attend this web seminar focused on the implementation of your firm’s vision, where we will discuss:
• Communicating the vision to all partners and staff on an ongoing basis
• Assigning ownership for the vision’s most important components and ensuring clear annual measures in each
• Integrating the vision into the firm’s annual strategic plan and partner and staff goals
• Assessing status toward the vision on an ongoing basis
• Standing firm in the bold decisions you’ve made but also flexing as market opportunities arise
We’ll hear from a practitioner from Green Hasson Janks who is on their vision implementation journey, too, and how they are communicating it and integrating it into their strategy.
At the conclusion of this session, you’ll be better able to realize your vision by connecting it to the firm’s strategies and day-to-day operations.
A Live 75 Minute Webinar – Up to 1.5 CPE Credits
June 5, 2012 – 11 AM ET
June 8, 2012 - 12:00 am
Texas Society Young CPAs Conference
Tamera Loerzel will be teaching
- Being A Great Leader Today
- Four Secrets for Developing Your Sphere of Influence
June 11, 2012 - 8:00 am
AICPA Practitioners Symposium 2012
Jennifer Wilson will teach a session on Moving from Old School to Cool on June 12, 2012 from 10:45 am – 12:00 pm
June 19, 2012 - 8:00 am
AAA National Practice Management Conference 2012
Jennifer Wilson will be teaching
- Strategies to Truly Engage and Retain Your People
- Fostering a Culture of Trust and Motivation
June 25, 2012 - 9:00 am
Minnesota Society of CPAs Management & Business Advisors Conference
Tamera Loerzel will be teaching
- Keys to Lasting Career Satisfaction and Success
- Overcoming the Seven Deadly Sins of Delegation
- Four Secrets for Developing a Powerful Sphere of Influence
June 26, 2012 - 2:00 pm
CPA Leadership Institute Webinar Setting Partner Expectations and Reporting to Drive Performance and Accountability
This program will develop understanding of the importance of “ownership” in driving firm initiatives forward, gaining insight on the “link” between written partner role descriptions and execution of your firm’s strategy, getting better and more effective at partner goal setting, and a “return and report” process to support achievement of agreed upon goals and strategies.
A Live 100 Minute Webinar – 2 CPE Credits
May 17, 2012 – 2 PM ET
July 10, 2012 - 2:00 pm
CPA Leadership Institute Webinar I Trust You (Sort Of). Do You Trust Me?
Workplace surveys (and our experience) show that employees do not trust their employers, co-workers do not trust their peers, and owners do not trust their partners. Wow! Explore the cornerstones of trust in your relationships with staff, peers, partners, and clients.
A Live 100 Minute Webinar – 2 CPE Credits
July 10, 2012 – 2 PM ET
July 12, 2012 - 8:00 am
Upstream Academy Headwaters Conference
Jennifer Wilson will teach a session on July 12, 2012 on a topic TBD
July 17, 2012 - 11:00 am
ConvergenceCoaching Web Seminar Target Account Selling to Close More ‘A’ Clients
Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically closing engagements that use resources and may not be best for the firm. During this web seminar, we’ll explore ideas to help you be more strategic in your business development efforts and engage in target account selling activities. Upon completion of this session, participants will be able to:
• Identify (or reconfirm) your ideal target client – or sweet spot – for your firm’s most important service lines and initiatives
• Understand the role of client relationship managers and their objectives in the target account selling process
• Learn how to use LinkedIn to support your target account selling and business development activities
• Effectively manage the target account sales pipeline process to support your team and increase their sales success
Leave this session with a strategic approach to uncovering – and engaging – the best clients for your firm!
A Live 75 Minute Webinar – Up to 1.5 CPE Credits
July 17, 2012 – 11 AM ET
July 17, 2012 - 2:00 pm
AGN Partner Development Academy Webinar Series
Tamera Loerzel will be teaching
- Target Account Selling to Close More ‘A’ Clients
July 19, 2012 - 12:00 am
AICPA NAAATS Conference 2012
Jennifer Wilson will teach a session on Succession Planning – Preparing Your Firm to Succeed Without You on July 20, 2012 from 11:15 am – 12:30 pm
July 19, 2012 - 2:00 pm
CPA Leadership Institute Webinar How to Make a Niche Work for Your Firm
Explore the challenges and opportunities of successful niche creation. All niches can be profitable if done right.
A Live 100 Minute Webinar – 2 CPE Credits
July 19, 2012 – 2 PM ET
July 24, 2012 - 2:00 pm
CPA Leadership Institute Webinar Driving Partner Performance and Accountability
In this session, we’ll explore:
- The importance of performance feedback and what effective performance feedback looks like
The “barriers” that keep us from providing effective feedback
Strategies for discussing difficult performance issues
How to “talk straight” when performance expectations aren’t being met
Ways to get to the “root cause” of performance or behavior issues
Methods and language to enable you to inspire others to improve
A Live 100 Minute Webinar – 2 CPE Credits
July 24, 2012 – 2 PM ET
August 7, 2012 - 11:00 am
ConvergenceCoaching Web Seminar Does Your Culture Engage and Retain Your Top Talent?
Your firm’s best and brightest are always in high demand! To attract and retain the best and the brightest young talent, you’ll have to ensure that
you’re nurturing a culture of cool. Attend this session to discuss the old school approaches and new school alternatives in six cultural areas:
• Clarity of firm mission, vision, values, objectives, and overall strategy
• Firm leaders’ engagement with team members
• Openness of leadership to input and change
• Training and development
• Approach to work hours and schedules
• Technology orientation
Attend this session to identify changes you can make to increase your cool quotient and secure your firm’s future!
A Live 75 Minute Webinar – Up to 1.5 CPE Credits
August 7, 2012 – 11 AM ET
August 8, 2012 - 12:00 am
AICPA E.D.G.E. Conference
Jennifer Wilson will be teaching on August 9
- Being A Great Leader Today
- How To Manage Conflict Successfully
ConvergenceCoaching, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.For more information regarding our administration policies, including refund, complaint and program cancellation policies, please contact Jen Eby.
