Transformational Leadership Program™

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Location:     In-person workshops, web seminars, online self-study, and individual coaching  

CPE: 45


Develop Your High Potentials and Secure Your Firm's Future

With the ConvergenceCoaching 

Transformational Leadership Program

 

Enroll your high potential managers, principals/directors, and new partners in the ConvergenceCoaching 
Transformational Leadership Program (TLP) to transform them into your firm's future leaders.  This year-long, in-depth program is designed to help your future leaders honestly identify their strengths and areas for improvement and develop strategies and skills to drive performance improvements and prepare to take on meaningful roles in leading and managing your firm.

Combining a unique blend of learning and development techniques, our Transformational Leadership Program is more than an industry networking experience, soft skills CPE or a feel-good experience. For a full year, each TLP participant will engage in:

  • In-depth leadership assessments including self-examination, input from their superiors and peers, and a personality assessment designed to heighten the participant's self-awareness and aid in identifying strengths and areas for growth and development
  • Two in-person workshop experiences* where they will learn specific leadership, communication, management, people, and business development skills and build career-long peer networking relationships
  • Online, self-study and instructor-led web seminars that provide year-round learning opportunities
  • Tailored one-on-one coaching sessions for both the participant and their in-firm coach conducted by our leading CPA profession and behavioral experts designed to keep the process honest, accountable, and rewarding
  • A special project of their choice where they will be responsible for a specific measurable result that will benefit the participant and your firm

In addition, participants have the potential to earn more than 45 hours in CPE and will gain access to a host of electronic articles, tools, and resources to help them implement the strategies they develop and keep the commitments they make.

Participants can expect to invest a minimum of 60 hours during the twelve-month program if they take advantage of all the learning and coaching opportunities available to them (excluding travel time and time to develop and implement the difference-making project they choose). The participant's in-firm coach can expect to invest a minimum of 16 hours in the program, participating in an assessment of the participant, three participant coaching calls with their assigned Convergence Coach, plus additional time supporting and mentoring their participant through the program and their special project typically via 30-minute monthly check-ins.

When you register an up-and-coming leader in your firm for the TLP, he or she will join a group of future CPA profession leaders who will experience the same program together for a year.

Our Spring TLP is currently open for registration and runs from May 28, 2019 through May 26, 2020.

TLP Spring 2019-20 Event Dates
  • Tuesday, May 28 – 2:00PM – 4:00PM CT – Program Kick-off Virtual Roundtable
  • Monday, June 17 – 10:00AM – 11:00AM CT – In-firm Coach Kick-off Virtual Roundtable
  • Monday, July 15 – 10:00AM – 12:00PM CT – “Understanding Diverse Personalities” Virtual Roundtable
  • Monday and Tuesday, August 5-6 – In-person Workshop 1 (in-person attendance required), “Learning to Truly Lead by Example” (Omaha, NE)
  • Monday, November 4 – 10:00AM – 12:00PM CT – “Understanding Practice Economics” Virtual Roundtable
  • Thursday and Friday, December 5-6 – In-person Workshop 2 (in-person attendance required), “Becoming a Great People and Business Developer” (Nashville, TN)
  • Tuesday, December 17 – 10:00AM – 12:00PM CT – “Market Trends that Impact You, Your Clients, and Your Firm” Virtual Roundtable
  • Friday, January 17, 2020 – 10:00AM – 12:00PM CT – “Proposals That Win: Effectively Negotiating to Close More Business” Virtual Roundtable
  • Tuesday, May 26, 2020 – 10:00AM – 12:00PM CT – Completion Virtual Roundtable

The one-year investment for your high-potential up-and-comer’s participation in the TLP is $6,000 if registered by 2/1/2019. After this date, the program cost is $6,500.  

This program includes group-live, self-study, and web-based events and is an intermediate-level program where the prerequisite is that attendees be manager level or above. No prerequisites or advanced planning is required to attend. For more information regarding our program, refund, complaint, and cancellation policies, see below and/or please contact us.

Spring 2019 TLP
Fee: $6000.00
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Terms and Conditions

If circumstances require that you must cancel your participation in the ConvergenceCoaching Transformational Leadership Program™ (TLP), you may be entitled to a refund.  We will refund the following prior to the program kick-off, based on the total program cost you paid.

  • 90 or more days prior to the program kick-off call - Full refund
  • 45 to 89 days prior to program kick-off call - 50% refund1
  • Less than 45-days before and after program kick-off call - Not eligible for refund2

    1Should you need to cancel your participation in the TLP seven (7) or more days prior to the program kick-off call, you may identify an alternative qualified, high-potential candidate from your firm to participate in the program. If this option is chosen, your registration fee will be transferred to the new participant.

    2Additional charges may be incurred for any fees related to hotel attrition terms and food and beverage minimums contracted with the hotel related to the onsite workshops

    Should ConvergenceCoaching cancel the program for any reason, participants will receive a full refund for the TLP registration fee. ConvergenceCoaching reserves the right to re-schedule the program workshops due to unforeseen or natural circumstances including but not limited to earthquakes, hurricanes, extreme weather, etc., and we make no guarantee on alternate dates or locations.  It is advised that you should not purchase non-refundable airfare or book non-refundable hotel reservations and you will be responsible for any charges incurred to change or cancel your travel arrangements.

    *The two in-person workshops are critical to the learning experience and are therefore mandatory. Please be certain the workshop dates work for you prior to registering.   In the very rare instance that a participant has a serious, emergent complication and is unable to attend a TLP workshop, we will do our best to accommodate an alternative make up workshop option, if available, within one year of their missed workshop date.  Otherwise, the participant will be responsible for learning the content from that workshop via independent study of articles and recorded webinars that will be supplied by your ConvergenceCoaching coach, and reviewing your key insights learned with your Convergence coach in an additional coaching session. If the participant is unable to provide us at least 60 days' notice prior to the workshop they will miss, they will be responsible for covering associated catering costs for their food and any other TLP workshop materials for their regularly scheduled workshop and at the make-up workshop, if applicable, given that the hotel food, beverage and room block commitments will be affected by the late notice. 

CPE ConvergenceCoaching, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org .

Unless otherwise noted, this group internet-based basic level program requires no prerequisites or advance planning to attend. For more information regarding our refund, complaint and program cancellation policies, please contact Amy Denman.

  

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