David E. Katri

President and CEO, Clark Nuber P.S.

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.

Bill Goodman

President, Schenck SC

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.

Joey Havens

Executive Partner Elect, HORNE LLP

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.

George Forsythe

Managing Partner - Wells, Coleman & Company, LLP

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.

Adam Beckerman

Partner - Habif, Arogeti & Wynne, LLP

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!

Allen Kaufmann

Partner - Moquist Thorvilson Kaufmann & Pieper LLC

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.

Keith Bookbinder

Managing Partner - Lougen, Valenti, Bookbinder & Weintraub, LLP

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.

Steve McDonald

Managing Partner - Abdo, Eick & Meyers, 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.

W. Mark Rudolph

President & CEO, Yount, Hyde & Barbour, PC

The two sessions of leadership training we received from ConvergenceCoaching have already impacted our firm positively. We were a year into leadership development and 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.

Michael G. O’Hare

Executive Director, BDO USA

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.

Erik Asgeirsson

President and CEO, CPA2Biz, Inc.

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.

Dixie Larson

Principal, Kennedy and Coe, LLC

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.

Thomas Englert, CPA

Partner, Chief Executive Officer - EFP Rotenberg, LLP

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.

Kim Fantaci

Executive Director, Association for Accounting Administration

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.

Jack E. Hinsche, CPA

Managing Partner Emeritus, Windes & McClaughry

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!