We offer a live web seminar series designed to develop your skills in a variety of areas. Our web seminars are accredited for up to 1.5 credit hours of continuing professional education (CPE), which is included in the $39 CPE registration fee. Attendees will also receive a copy of the PowerPoint presentation, WebEx recording, and associated tools, if applicable. If you were unable to attend the live web seminar, you can now purchase the recorded web seminar for $39. Please visit the Recorded Webinars page for more information.
Our upcoming web seminar schedule is shown below. Each event will be held from 11:00 a.m. to 12:15 p.m. Eastern time. Unless otherwise stated, these group internet-based basic level programs require no prerequisites or advance planning to attend. To register, visit www.convergencelearning.com.
If you would like to receive web seminar invitations, along with our e-letters and other event notifications, please email Jen Eby with a request to be added to our email list.
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
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
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
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
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
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.
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: 
