ConvergenceCoaching Overview


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ConvergenceCoaching Overview

  1. 1. About ConvergenceCoaching, LLC
  2. 2. Agenda <ul><li>Firm Overview </li></ul><ul><li>Featured Products and Services </li></ul><ul><li>Target Audience </li></ul><ul><li>Success Stories </li></ul><ul><li>How to Engage Us </li></ul><ul><li>What’s In It For You </li></ul>
  3. 3. Who Are We? <ul><li>ConvergenceCoaching, LLC is a leadership and marketing consulting firm that helps CPA and IT clients achieve success by: </li></ul><ul><ul><li>Helping leaders become unified around a firm vision and strategy </li></ul></ul><ul><ul><li>Delivering customized training and development courses, coaching , and hands-on implementation services to help them realize their vision </li></ul></ul><ul><li>Our vision is create a world of transformational leaders one person at a time </li></ul>
  4. 4. Products and Services Offered <ul><li>Our services include: </li></ul><ul><ul><li>Strategic planning </li></ul></ul><ul><ul><li>Succession planning </li></ul></ul><ul><ul><li>Retreat facilitation </li></ul></ul><ul><ul><li>Leadership coaching </li></ul></ul><ul><ul><li>Skills building, training, and development </li></ul></ul><ul><ul><li>Implementation services across your firm’s leadership, organizational, marketing, and sales areas </li></ul></ul>
  5. 5. Geographical Reach <ul><li>ConvergenceCoaching is a national firm that provides services anywhere in the U.S. </li></ul><ul><ul><li>We are a virtual company with 10 consultants across the country </li></ul></ul><ul><ul><li>We provide services at our clients’ locations or from our home offices, depending on the service and the needs of the firm </li></ul></ul>
  6. 6. Target Audience <ul><li>Accounting firms </li></ul><ul><ul><li>Our “sweet spot” is firms with 8-12 partners </li></ul></ul><ul><ul><li>We have many clients that have 12+ partners as well as larger regional firms </li></ul></ul><ul><li>Technology firm clients </li></ul><ul><ul><li>Small to medium-sized consulting firms </li></ul></ul><ul><li>Organizations that work with accounting and technology firms </li></ul><ul><ul><li>Software and technology developers </li></ul></ul><ul><ul><li>AICPA and State Societies </li></ul></ul>
  7. 7. Success Stories <ul><li>Conducting the strategic planning for a firm, helping the partners gain unity </li></ul><ul><ul><li>Aided this firm in successfully removing a non-performing partner </li></ul></ul><ul><li>Facilitated the succession plan for a retiring managing partner of an 18-partner firm </li></ul><ul><ul><li>The successor was identified and has taken the helm in a smooth transition </li></ul></ul>
  8. 8. Success Stories <ul><li>Provided leadership training for all partners, managers, and senior staff of a firm of nearly 100 over 18 months </li></ul><ul><ul><li>Empowering them to take ownership of their respective areas, clients, and management of their people </li></ul></ul><ul><li>Provided leadership training for all partners, managers, and staff of a firm of 75 </li></ul><ul><ul><li>Also helped them create their firm’s story and a recruiting brochure </li></ul></ul>
  9. 9. How Do You Engage With Us? <ul><li>Our services are typically scoped on a project basis </li></ul><ul><ul><li>Using our methodologies and skills building content, we tailor programs based on your objectives, goals for the firm, and current challenges or opportunities you’d like to address </li></ul></ul><ul><li>We can establish your objectives together via conference call with you and your leadership team and then create a plan to address them, including timing, scope, and resources </li></ul>
  10. 10. What’s In It For You? <ul><li>Our experience and knowledge of the accounting and IT professions allows us to quickly develop programs to help you: </li></ul><ul><ul><li>Realize your objectives and achieve your firm’s growth goals </li></ul></ul><ul><ul><li>Gain an increased sense of clarity, unity, and focus on your objectives and direction for the firm, including each team members contribution to it </li></ul></ul><ul><ul><li>Enhance your firm’s leadership, communication, performance management, client service, and business development skills </li></ul></ul>
  11. 11. Contact Information <ul><li>For additional info please contact: </li></ul><ul><ul><li>Krista Remer: </li></ul></ul><ul><ul><li>E-mail: [email_address] </li></ul></ul><ul><ul><li>Web site: </li></ul></ul>