“ConvergenceCoaching facilitated one of the most productive and successful partner retreats we’ve ever had at HoganTaylor! We made some important strategic decisions for the firm, and the partners are energized by our direction and ready to charge up the hill, clear about their commitments and expectations.” – Randy NailCEO, HoganTaylor LLP

“We engaged ConvergenceCoaching to teach segments of our Leadership Development Program, and their programs have been so popular that other managers and shareholders have made time to attend. This led us to engage Convergence to facilitate our two-day Leadership Summit, focusing on updating our firm’s five year vision and identifying our top priorities for the upcoming year. The retreat was very productive, with a high degree of engagement and creativity that allowed us to devise an inspiring vision and a practical approach to implementing the first initiatives to reach it. Our experience working with them has been outstanding.” – David E. KatriPresident and CEO, Clark Nuber P.S.

“The [TLP] class was so relevant to our profession and generated so many ideas to bring back to our firm. I wish everyone could participate.” – Kelli BoylePrincipal, Nathan Wechsler & Co

“Thanks for facilitating such a successful partner retreat for our firm. I was not sure how deep we would go on the important issues, but your experience and obvious preparation took us a long way toward accomplishing our objectives. Now we know what we have to do to follow up and implement the plan we created. I look forward to continuing our relationship with you to pull it all together and make even more progress with our goals.” – Bruce DunlapPartner, BBR LLP

“We wanted a thought-provoking session for our Leadership Summit and engaged ConvergenceCoaching to lead a discussion on the importance of trust in the workplace. The facilitation was motivating and inspired new behaviors, which led us to invite them back to teach a full-day leadership session. With the appropriate mix of humor and candor, the people at ConvergenceCoaching challenge our firm’s leaders to grow and change, and we are using many of their methods to drive enhanced performance in our practice today.” – Bill GoodmanPresident, Schenck SC

“Our firm engaged ConvergenceCoaching to facilitate a two-day shareholder retreat, focused on enhancing partner unity and trust. They demonstrated the ability to facilitate straight talk and provided insights into the issues that were hampering trust. In addition, we selected them to assist us in formalizing our Executive Partner succession process. Their ability to help us clearly define the needs of the position and to design a process that provided all of the partners the ability to have input into the selection process was critical to our success.” – Joey HavensExecutive Partner, HORNE LLP

“The TLP has made me dig deep into ‘me’ and ‘my processes’ and re-think what could be done better.” – Katie SterlingManager, Wertz & Company

“Our firm sought out ConvergenceCoaching to facilitate developing our mission, vision and values based on their reputation for delivering exceptional results. However, we had one specific requirement of Jen and her team: engage our quiet, reserved, introverted staff in a way that brings their creativity to life. Not only did ConvergenceCoaching rise to the occasion, they surpassed our expectations in so many ways. An all-day staff retreat was the culmination of our project, and through many interactive exercises, ConvergenceCoaching brought forth, in writing, our reason for being. We’ll definitely engage ConvergenceCoaching again on our next strategic endeavors.” – George ForsytheManaging Partner - Wells, Coleman & Company, LLP

“This [TLP] really opened my eyes to how becoming a true leader is within my own control. I now have so many tools to move toward becoming who I can and should be. ” – Mary BergOffice Administrator, Schenck SC

“ConvergenceCoaching delivered leadership training for our firm that transcended levels – teaching practical behavioral concepts to our staff, administrators, managers, and partners. The material provided a common understanding of crucial concepts such as ownership and accountability so that we speak the same language as a team. We also gained concrete ideas for enhancing our people and project management. We are excited to be planning another training event with them for the near future!” – Adam BeckermanPartner - Habif, Arogeti & Wynne, LLP

“ConvergenceCoaching has helped us plan, and subsequently facilitate, our leadership retreats over the last few years, helping us further unify our merged teams, embrace our differences, and discover what we can best leverage together. With ConvergenceCoaching’s guidance, we have identified the greatest value each of us brings to our organization and have defined who we are and what we stand for, so our partners, clients, team members, and community know what they can count on from MTK.” – Allen KaufmannPartner - Moquist Thorvilson Kaufmann & Pieper LLC

“When it came time to choosing a consultant to help us set a course for our firm’s future, there was only one firm considered: ConvergenceCoaching. There was nothing cookie cutter about their approach to working with our partners, and before our partner retreat, they really did their homework! During our retreat, we focused on leadership, succession and growth and identified new leadership behaviors for our partner group. We left the retreat reinvigorated, with an inspiring vision of the future and a roadmap to follow for our partners and our up-and-coming team members. The retreat was everything we hoped it would be and more.” – Keith BookbinderManaging Partner - Lougen, Valenti, Bookbinder & Weintraub, LLP

“As we envisioned our firm’s future, we needed someone to guide us in organizing our teams and niches while planning for succession within our partner team. We engaged ConvergenceCoaching to facilitate our two-day partner retreat and appreciated their thoughtful approach to preparing our agenda. Tamera invested a significant amount of time understanding each of our partners prior to the retreat and this led to a deeper, more focused process. After the retreat, we left with clarity about how to evolve the structure for our key industry and service niches with a defined plan, owners and actions for each and an organizational structure to drive us forward in achieving our growth goals.” – Steve McDonaldManaging Partner - Abdo, Eick & Meyers, LLP

“The two sessions of leadership training we received from ConvergenceCoaching have already impacted our firm positively. The training both energized and organized our effort by providing fundamental techniques that we can consistently apply, enabling us to make great strides toward a culture of ownership and accountability. In addition, the training improved our group communication and conflict management. Our instructor's energy and ability to maintain a finger on the pulse of our trainees were excellent. We look forward to continuing our relationship.” – Neile Grady Martin, MBA, SPHRDirector of Human Resources, Yount, Hyde & Barbour, PC

“ConvergenceCoaching has provided the independent members of the BDO Seidman Alliance with their clear, thoughtful, and valuable insights into “best practices” of accounting firm leadership, marketing, business development, and internal communication. These are areas that are critical to the success of any accounting firm. ConvergenceCoaching is responsive and comprehensive in their efforts, and they consistently exceed the expectations of our independent member firms.” – Michael G. O’HareExecutive Director, BDO USA

“We value our work with ConvergenceCoaching in the expansion of our Trusted Business Advisor programs. Their understanding of the CPA profession and ability to develop product and service programs, communications strategies, and applicable tools and resources has been instrumental in generating solutions to help our members enhance the effectiveness and success of their firms and organizations.” – Erik AsgeirssonPresident and CEO, CPA2Biz, Inc.

“Our firm was committed to use social media to support recruiting efforts, broaden our networks, aid in business development, and enhance communications. ConvergenceCoaching helped us establish our social media strategy, supported the development of our Facebook pages and LinkedIn profiles, and aided in training our teams. Working with ConvergenceCoaching professionals who are well-versed in social media enabled us to implement our digital marketing strategies quickly.” – Dixie LarsonPrincipal, Kennedy and Coe, LLC

“I chose to recommend sending our partners to the leadership development training because of the enthusiasm of our managers and up-and-coming leaders after their attendance at the programs. The practical and common sense approach of the program facilitators provided my partners with the insight on the behaviors our management group expected after their attendance. I would recommend ConvergenceCoaching’s leadership development programs to any partner (or management) group that wants to improve firm leadership and unity.” – Thomas Englert, CPAPartner, Chief Executive Officer - EFP Rotenberg, LLP

“We have used ConvergenceCoaching to facilitate a number of programs for us, including our Partner Development Academy, and the results have been excellent! We appreciate their ability to provide thought-provoking education on a range of leadership and business development topics. It’s clear that they know their subjects and their audience.” – Rita HoodExecutive Director, AGN International - North America, Inc.

“We have hired ConvergenceCoaching for several years and are more pleased with each engagement. The presentations have helped our event attendees with invaluable expertise in leadership, human resources, and marketing. Whether it is an all-day workshop or an hour-long presentation, the ConvergenceCoaching team always brings us the latest information in a dynamic and professional manner. We couldn’t provide the level of education we do without CC’s support.” – Kim FantaciExecutive Director, Association for Accounting Administration

“ConvergenceCoaching facilitated our Partner Retreat, expertly leading us through a well-defined process of improving our communication and teamwork as a partner group and delivering pertinent follow up assignments, ensuring accountability. We have been conducting Annual Partner Retreats since 1980 and the evaluations of this retreat and ConvergenceCoaching were off the charts! Convergence is currently assisting us with a specific position succession planning engagement and we even had them return to facilitate another Retreat!” – Jack E. Hinsche, CPAManaging Partner Emeritus, Windes & McClaughry

“"ConvergenceCoaching offers a myriad of topics that apply to a broad cross-section of CPAs, from large firms to sole practitioners as well as our CPAs in industry. We can count on them for entertaining and informative general sessions, breakout sessions, and all-day workshops every time."” – Lynne CarrConference Manager , Georgia Society of CPAs

“The ConvergenceCoaching strategic planning process enabled us to get honest about the current state of our practice and develop a realistic plan for growth and success. We use this process each year to facilitate our partner retreats and it has helped to unify us. More recently, we have relied on Convergence for marketing and business development support and they have helped us to develop our brand identity, write our firm’s story and then bring our story to brochure and web site form. Their expertise in leadership and marketing has been invaluable and we rely on them for ongoing coaching and guidance as we work to position our firm for the future.” – Vince L. Rettig, CPA, PFSManaging Partner, RBSK Partners PC

“ConvergenceCoaching offers a unique perspective for partner retreat facilitation. They have extensive knowledge of the profession and are committed to get the key issues that stand between us and success on the table. Even with their commitment to our honesty as a group, they are also sensitive to each person’s viewpoint. As a result of our collaboration with CC, LLC, we have been able to experience real and positive change, tackling “tough” topics like improving partner communication, overcoming decision-making roadblocks, and partner compensation.” – Lynne HouriPartner - White, Nelson & Co., LLP

“ConvergenceCoaching delivered many practical applications that I can use to proactively and effectively engage people, which are some of the most important aspects of my work. I became clearer on how I can produce results, manage commitments and contribute to achieving the goals of our firm and the distinctions I learned. First and foremost, I am more accountable to myself and my team for completing the task at hand. These distinctions ultimately benefit our entire firm.” – Mark PinedaAudit Manager, Odenberg, Ullakko, Muranishi & Co. LLP

“I got more out of the first two hours of this course than any other full day course I’ve attended. The material addressed the exact issues I’m dealing with in my firm, and I left with practical tools and ideas that I could go back and implement.” – Jeff KuchenbeckerPartner, Meicher & Associates, LLP

“Your training was just what I had been looking for - almost like great personal counseling! Although I have been in this business for 25 years and many of your suggestions were things that I have considered before, I did not know where to start. Even with the great help I have, I feel like I have been digging a deeper ditch the last few years. After the training, I feel ready to apply the information to be a better manager of time, employees, and myself. Thanks again. I could have stayed there indefinitely eating up everything you said!” – Tomibeth BrooksPartner, Stewart, Brooks & Bates

“This was a highly motivating session! Our trainer made the topic of marketing and sales achievable by breaking down the process, addressing roadblocks such as fears and common questions, and showing the benefits of making business development a priority.” – Amelia BlessingSenior Accountant, Machen, McChesney & Chastain, LLP

“ConvergenceCoaching helped us focus our strategies and position our firm exclusively around the niche of auditing small SEC clients. Doing so enabled us to grow dramatically over the last four years, doubling our firm revenues and staff, too. ConvergenceCoaching has been invaluable in developing the infrastructure and programs needed to manage that growth and we look to them for both guidance and implementation assistance frequently.” – John C. Malone, JD, CPAManaging Partner, Malone & Bailey, PC, CPAs

“ConvergenceCoaching has worked with us to position our firm for succession and growth and to develop a unified plan for our partners. They have helped us by facilitating our partner meetings and delivering in-firm training sessions. We continue to rely on ConvergenceCoaching and their experience as we implement the success strategies that they helped us develop. It is great to know that we have an impartial sounding board and someone to count on when we encounter challenges on our way to continued growth and success.” – David Winkler, CPAManaging Partner, Faulk & Winkler, LLC