Speaking and Events Calendar

At ConvergenceCoaching, LLC, our vision is to develop transformational leaders, one person at a time.  Part of this commitment includes dedicating time and resources to speaking at state society, association, and other industry events.  Our current speaking schedule is listed below.  We hope to see you at one of these events soon.

If you are interested in having one of the ConvergenceCoaching team members speak at your event, please contact Lisa Spear for more information.

Click here to review our Course and Workshop Catalog.

Calendar of Events › Speaking and Events Calendar

Events List Calendar

June 1, 2013 - 12:00 am

Transformational Leadership Program 2013-2014

Enroll your managers, principals/directors, and new partners in the ConvergenceCoaching Transformational Leadership Program (TLP) to transform them into your firm’s future leaders. This year-long, in-depth program is designed to help your future leaders honestly identify their strengths and areas for improvement, develop strategies and skills to drive performance improvements, and prepare them to take on meaningful roles in leading and managing your firm.

For a full year, each TLP participant will engage in:

  • In-depth assessments including self-examination, input from their superiors, and a personality assessment designed to heighten the participant’s self awareness and aid in identifying strengths and areas for growth and development
  • Two in-person workshop experiences to be held in August and December where they will learn specific leadership, communication, management, people, and business development skills and build career-long peer networking relationships
  • Online, self-study and instructor-led web seminars that provide year-round learning opportunities
  • Tailored one-on-one coaching sessions for both the participant and their in-firm coach or advisor conducted by our leading CPA profession and behavioral experts designed to keep the process honest, accountable, and rewarding
  • A special project of their choice where they will be responsible for a specific measurable result that will benefit the participant and your firm

In addition, participants have the potential to earn over 33 hours in CPE and will gain access to a host of electronic articles, tools, and resources to help them implement the strategies they develop and keep the commitments they make.

For more information, contact Tamera Loerzel at tamera@convergencecoaching.com or 952-226-1780.

This program includes group-live, self-study, and web-based events and is an intermediate-level program where the prerequisite is that attendees be manager level or above. No prerequisites or advanced planning is required to attend.

Start: June 1, 2013 - 12:00 am ET
End: May 31, 2014 - 11:59 pm ET
Venue: To Be Determined
Address:
Google Map
United States
Cost: 3995.00

June 24, 2013 - 12:00 am

Emerging Partner Training Forum

Jennifer Wilson will be teaching

  • Managing Difficult Conversations Successfully

 

Start: June 24, 2013 - 12:00 am ET
End: June 24, 2013 - 11:59 pm ET
Venue: New York, NY

June 25, 2013 - 1:00 pm

CPA Leadership Institute Web Seminar

Jack Lee will be teaching

  • Setting Partner Expectations to Drive Performance

 

Start: June 25, 2013 - 1:00 pm ET
End: June 25, 2013 - 2:40 pm ET
Venue: Virtual
Address:
United States

July 16, 2013 - 11:00 am

Transformational Leadership Program Web Seminar

Tamera Loerzel and Jennifer Wilson will be teaching

  • Understanding Diverse Personalities

 

Start: July 16, 2013 - 11:00 am ET
End: July 16, 2013 - 1:00 pm ET
Venue: Virtual
Address:
United States

July 16, 2013 - 1:00 pm

CPA Leadership Institute Web Seminar

Jack Lee will be teaching

  • Driving Partner Performance and Accountability with Feedback and Straight Talk

 

Start: July 16, 2013 - 1:00 pm ET
End: July 16, 2013 - 2:40 pm ET
Venue: Virtual
Address:
United States

July 23, 2013 - 11:00 am

ConvergenceCoaching Web Seminar

Jennifer Wilson and Tamera Loerzel will be teaching

  • Best Practices in On-Campus Recruiting

 

Start: July 23, 2013 - 11:00 am ET
End: July 23, 2013 - 12:15 pm ET
Venue: Virtual
Address:
United States
Cost: 39.00

August 5, 2013 - 12:00 am

ConvergenceCoaching Transformational Leadership Program Workshop 1

Tamera Loerzel and Jennifer Wilson will facilitate the TLP Workshop on Learning to Truly Lead by Example. In this workshop we will:

  • Enhance your ability to manage change within your firm and your life by understanding the psychology and mechanics of change, how to adapt to continuous change yourself, and methods for moving others you’re leading along the change adoption curve
  • Identify the four dimensions of transformational leadership behaviors and the difference between transformational and transactional leadership
  • Learn a methodology to plan for success now and on an ongoing basis
  • Discuss methods for taking ownership of your clients, projects, and initiatives
  • Learn to effectively delegate when assigning ownership to others
  • Discuss different strategies for being accountable and holding others accountable
  • Identify your current conflict management style and the internal conversations you engage in that keep you from addressing problems you face
  • Practice two different methods for approaching difficult conversations

 

Start: August 5, 2013 - 12:00 am ET
End: August 6, 2013 - 11:59 pm ET
Venue: Hilton Minneapolis/St Paul Airport Mall of America
Address:
Minneapolis, MN, United States

August 7, 2013 - 12:00 am

AICPA E.D.G.E. Conference

Tamera Loerzel will be teaching

  • Five Winning Strategies Every CPA Professional Should Know
  • Four Secrets for Developing a Powerful Sphere of Influence

 

Start: August 7, 2013 - 12:00 am ET
End: August 7, 2013 - 11:59 pm ET
Venue: Sheraton Austin Hotel at the Capitol
Address:
Austin, TX, United States

August 8, 2013 - 3:00 pm

CPA Academy Web Seminar

Michelle Baca will be teaching

  • Delivering Transformative Feedback to Your Team

 

Start: August 8, 2013 - 3:00 pm ET
End: August 8, 2013 - 4:30 pm ET
Venue: Virtual
Address:
United States

August 13, 2013 - 3:00 pm

CPA Academy Web Seminar

Tamera Loerzel and Jennifer Wilson will be teaching

  • The Twelve Questions Rising Stars Ask About the Path to Partner

 

Start: August 13, 2013 - 3:00 pm ET
End: August 13, 2013 - 4:30 pm ET
Venue: Virtual
Address:
United States

August 20, 2013 - 1:00 pm

CPA Leadership Institute Web Seminar

Tamera Loerzel will be teaching

  • Managing Conflict Successfully

 

Start: August 20, 2013 - 1:00 pm ET
End: August 20, 2013 - 2:40 pm ET
Venue: Virtual
Address:
United States

September 19, 2013 - 3:00 pm

CPA Academy Web Seminar

Tamera Loerzel will be teaching

  • Using LinkedIn to Develop Business

 

Start: September 19, 2013 - 3:00 pm ET
End: September 19, 2013 - 4:30 pm ET
Venue: Virtual
Address:
United States

November 14, 2013 - 1:00 pm

CPA Leadership Institute Web Seminar

Jack Lee will be teaching

  • CPA Firm Success Metrics

 

Start: November 14, 2013 - 1:00 pm ET
End: November 14, 2013 - 2:40 pm ET
Venue: Virtual
Address:
United States

December 3, 2013 - 12:00 am

ConvergenceCoaching Transformational Leadership Program Workshop 2

Tamera Loerzel and Jennifer Wilson will facilitate the TLP Workshop on “Becoming a Great Business and People Developer.” Some examples of topics we will cover include:

  • Defining the kind of marketer and business developer you are committed to be
  • Learning about personal marketing activities that build your personal brand and the firm’s brand including networking and association involvement, speaking and teaching, article writing, and online social networking
  • Gaining confidence in targeting specific prospects, outreaching to strangers, and asking for opportunities
  • Discovering how to develop long-lasting referral source relationships
  • Identifying how to develop and articulate the right unique selling or value proposition for each circumstance
  • Identifying one client or prospect opportunity you will approach as a result of this discussion and one commitment of a new behavior you will adopt
  • Establishing performance expectations and individual goals
  • Innovative recruiting techniques and how to differentiate your firm from others in the hiring process
  • Identifying one team member you will approach with feedback as a result of this discussion and one commitment of a new behavior you will adopt

 

Start: December 3, 2013 - 12:00 am ET
End: December 4, 2013 - 11:59 pm ET
Venue: Fort Worth Chapter Training Facility
Address:
550 Bailey Ave, Ste 225, Fort Worth, TX, United States, 76017
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.