“If I were to choose one word to describe my TLP experience, it would be intentionality. As I have progressed as a leader, I am more intentional about where I serve on committees, my practice development efforts and my client focus. A significant result is the culmination of my TLP project and the launch of KSM’s Tax Academy. This project provided a consistent forum for learning and internal networking for our tax team and increased visibility and deeper relationships across the firm for me. Because of the TLP, I approach opportunities with more genuine self-confidence and strive to work at my highest and best use, elevating my contribution to the firm.” – Ashley ChristieDirector, Katz, Sapper & Miller

“I realized from my leadership assessments at the beginning of the Transformational Leadership Program (TLP) that I wasn’t always the most approachable leader. So, in my TLP journey, I set out to become the kind of leader that people say, “Yay! I get to work on a project with Shannon!” The TLP has helped me enhance my communications and approach to others to move closer to the inspiring leader I aspire to be.” – Shannon McCainSenior Manager, HoganTaylor, LLP

“We really appreciate our relationship with ConvergenceCoaching. Our partnership has allowed our CPAmerica member firms to identify and address the most pressing opportunities and challenges facing their practices today and in the future. Their information-sharing, discussion-oriented approach invites collaboration among our firm members. The best practices and tools that Convergence shares are always valuable for firm leaders seeking to drive growth and improvement. We truly value their thought leadership in driving positive change in our profession.” – Grace HorvathVice President of Services, CPAmerica International

“An area of leadership that I wanted to develop was in speaking up and gaining visibility in my firm overall. The TLP provided me with the structure and support I needed to achieve this goal. I have since taken the lead in various initiatives in our firm’s A&A department, using what I learned in the TLP to help in the planning, implementation and communication of each one. My input and leadership make a difference for our firm and I encourage all emerging leaders to identify opportunities to step up into greater leadership, too. I am thankful to the entire ConvergenceCoaching team for helping me move forward towards my dream!” – Satpal NagpalPartner, Green Hasson Janks

“When I signed up for the TLP, I expected to learn about trends and best practices in public accounting. While this was one outcome, the most impactful result of TLP related to discoveries I made about my strengths and weaknesses as a leader. By better understanding myself and how my behavior impacts others, I have worked to modify my approach, shed old habits and try new techniques to keep striving to be a more inspiring people developer and leader. After completing TLP, I was promoted to partner in my firm and was recently given responsibility for leading the tax service line for my region. I believe that my enhanced self-awareness and leadership strategies played a role in my earning these new opportunities.” – Adam JunePartner, Wipfli

“Business development was an area that I wanted to strengthen in the TLP. I also wanted to develop more ownership and accountability within our group. During the program, I worked with my coach and in-firm mentor to try a number of different business development strategies and began to see sustained success. I also shared the things I learned during the program with our group members so they could apply the ideas in their careers. After completing the program, I was fortunate to become a partner and I am continually working to apply the ideas I learned in the program to this new leadership role.” – Don BoezemanPartner, Katz, Sapper & Miller

“The TLP provided me with insights and tools to take a fresh look at my work and leadership style. This enabled me to become more effective when leading different personality types and enabled me to successfully delegate work to my team members. As a result, our people have the opportunity to grow and develop, and in return, now that I have been promoted to partner, I am able to focus more strategically, adding value to my client relationships and through my business development activities.” – Len NittiPrincipal, Wilkin & Guttenplan, PC

“Participating in the Transformational Leadership Program (TLP) was a very beneficial step on my path to partner. It was made abundantly clear that while technical competence and engagement delivery are important skills, there are equally valuable abilities to possess – team building, employee engagement and business development. I learned more about motivation and engagement with individuals as well as worked to develop my people and business development skills. In acknowledging that everyone has different personal values, I can now appeal to those separate values. Without good people, you cannot have a successful firm. I am now a partner and feel like it’s important that I act as an advocate for focusing on our people and continuously enhancing our culture.” – Brian SauersPartner, Davie Kaplan, CPA, P.C.

“We are thrilled to have developed a custom Perkins & Co Management Development Program with ConvergenceCoaching. The program content is clear, practical, and readily actionable for managers. One of the best elements is the goal setting and accountability check-ins that follow each webinar and the in-person workshops. The content focuses on defining the manager’s role and responsibilities so that they consider the staff’s success to be their responsibility. This has engaged our managers to interact with staff in new ways and be attentive to teaching, coaching, and setting clear expectations. The relationships that develop out of effective interaction between managers and staff are key to employee retention. Our managers appreciate the ability to work more effectively with employees and their clients, too. They have also received tools for improving productivity, goal setting, client service, and personal branding. While managers have regular interaction with staff in the normal course of business, the program has given them valuable time with their peers to learn from and support each other. In fact, they have asked for more organized peer socializing opportunities which shows that these relationships are quite important to their job satisfaction.” – Colleen MurrayDirector of Operations, Perkins & Co

“Our firm engaged ConvergenceCoaching to produce a Rainmaker Development Program and we experienced excellent results. Since completing the program, we’ve developed a more strategic and firm-wide focus on business development, especially from the partner perspective. We have a deeper understanding of the necessary tactical drivers like developing referral sources, tracking activities and maintaining and reviewing an accurate pipeline. Our RDP participants are practicing their skills on a daily basis and we’ve seen some big rainmaking victories.” – Diane HartleyDirector

“We initially engaged ConvergenceCoaching to facilitate a one-year, in-house leadership development program for our firm’s nineteen partners – the first long-term, structured leadership development initiative that we had formally invested in – and have experienced great results. Through the learning we gained from the leadership assessments, individual coaching, and virtual and in-person training, our partner team is now operating at a higher level. And now we’ve started a new leadership development program for our next tier of employees including senior managers and new partners. Our firm continues to grow and the skills and abilities that our people gain related to communication, people management and business development will enable us to be more unified and collaborative in leading our team and clients toward success. We are committed that leadership development be a valued part of our firm’s culture and believe that our people, our clients, and our firm as a whole benefit tremendously from our focus on always getting better.” – Matthew CosciaCo-Managing Partner, Montgomery Coscia Greilich LLP

“The TLP helped me build confidence as a leader and see how I could contribute meaningfully to my firm. Using the skills and tools that I learned, I am better able to face difficult situations from a collaborative stance. Also, as part of the program, I led a number of flexibility initiatives to shift our firm's focus to measuring productivity versus emphasizing face time or charge hours only. We had great success with those initiatives and this led to my becoming our firm's human resources lead. Additionally, I was promoted to senior manager. I am happy to be more involved in the leadership of our firm.” – Kimberly HardySenior Audit Manager, Matthews, Cutrer & Lindsay, P.A.

“I’m thankful for having participated in the Transformational Leadership Program as the insights I gained led to my increasing my internal ownership and responsibility. I am confident that the program aided in my promotion to principal, which was the realization of a long-time goal. During the program, I led a team to build the foundations of our international tax practice and now lead both it and our technology practice group. I am now a coach to our firm’s up-and-coming leaders to aid them in their learning so they can one day see themselves as leaders in our firm. The program allowed me to push my boundaries and adopt a learning philosophy that will also keep me on a path toward personal development.” – Scott UsherPrincipal, Bader Martin, P.S.

“We retained ConvergenceCoaching to facilitate our shareholder retreat where we focused on succession and the path-to-shareholder. Prior to the retreat, Jennifer Wilson and Tamera Loerzel invested a great deal of time and work in getting to know us – surveys, phone calls, etc. When Jennifer arrived for the retreat, she was so well prepared and versed on who we were. We really appreciated and valued the insight that she had to offer. We then utilized ConvergenceCoaching’s services to conduct leadership and communication training to strengthen unity among the supervisors, managers and shareholders prior to busy season. Jennifer presented the information with a style that is direct and candid but not offensive. Everyone really grasped what she shared. Both engagements improved the teamwork within our leadership group and helped us to think about changes we can make in our strategies, processes and behaviors to grow our firm and ensure success well into the future.” – Tracy O'NeillChief Administrative Officer, Kerkering, Barberio & Co.

“We engaged ConvergenceCoaching to help us address our succession issues and facilitate our movement to more of a “one firm” model. While it is a work in process, we are inspired by the increased partner unity and the real possibility for a sustainable future in our firm. Based upon the change process we’ve begun, we expect a new level of success for our firm and for each of our partners, team members and clients.” – Michael StroudManaging Partner, Smith, Koelling, Dykstra & Ohm, P.C.

“ConvergenceCoaching has facilitated our principal retreats for several years now. Their work has been essential in opening up communication, elevating thinking and helping to define and drive our firm toward a unified vision. We have also sent nine future leaders in our firm to the TLP and benefitted greatly from their participation in that program. We truly appreciate ConvergenceCoaching’s shared faith and values and their personal investment in our success.” – Clive GrimblebyManaging Partner, Grimbleby Coleman CPAs, Inc.

“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 (Retired), Clark Nuber P.S.

“ConvergenceCoaching delivered a one-day CPA firm program where the firms brought both experienced CPAs and the emerging leaders from their practices together to conduct strategic planning. Convergence guided firm attendees in creating a shared vision and an outline for their strategic plans. Members are still raving about the event, and we really appreciate the outstanding work that Tamera Loerzel and Jack Lee did to make the day impactful for our participants!” – Jennifer Briggs, CAESenior Vice President, Indiana CPA Society

“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 process was a great experience and truly contributed to my growth both professionally and personally by giving me genuine insights into things I could change and improve. TLP really enhanced my ability to delegate, engage team members, develop new business and lead with confidence. ConvergenceCoaching understands how to individualize coaching in order to capitalize upon strengths and achieve personal development goals. My success in the TLP enabled me to step into new responsibilities and sparked our firm to send another team member for the next year’s program.” – Katie SterlingPrincipal, 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 - Aprio, 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