Randy Nail

CEO, HoganTaylor LLP

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.

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.

Kelli Boyle

Principal, Nathan Wechsler & Co

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.

Bruce Dunlap

Partner, BBR LLP

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.

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, 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.

Katie Sterling

Manager, Wertz & Company

The TLP has made me dig deep into ‘me’ and ‘my processes’ and re-think what could be done better.

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.

Mary Berg

Office Administrator, Schenck SC

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.

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.

Neile Grady Martin, MBA, SPHR

Director of Human Resources, Yount, Hyde & Barbour, PC

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.

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.