ConvergenceCoaching®, LLC Transformational Leadership Program™


ConvergenceCoaching®, LLC 

Transformational Leadership Program™



Enroll your high potential experienced managers, principals/directors, new partners and key administrators 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 assessments including a 360 self-examination, input from their superiors, staff 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 mandatory, 2-day, 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 interactive webinars 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 up to 49 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, through participating in an assessment of the participant, three coaching calls with the participant and their assigned Convergence Coach, supporting and mentoring their participant through their program goals and special project, and holding 30-minute monthly check-ins.

When you register an up-and-coming leader in your firm for the TLP, they 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 Wednesday, May 31, 2023 through Tuesday, May 28, 2024.

TLP Spring 2023-24 Event Dates
  • Wednesday, May 31, 2023 - 1:00 PM - 3:30 PM CT - Kick-off Interactive Webinar
  • By Friday, June 30, 2023 (For in-firm coaches only) - In-Firm Coaches view a recorded webinar and read the associated recap about the expectations and role of the in-firm coach
  • Monday, July 17, 2023 - 10:00 AM - 12:00 PM CT - “Understanding and Embracing Diverse Personalities” Interactive Webinar
  • Tuesday and Wednesday, August 8 - 9, 2023 (Location TBD) - Two-day Workshop* called "Learning to Truly Lead by Example"
  • Friday, November 17, 2023 – 10:00 AM – 12:00 PM CT - "Understanding Practice Economics" Interactive Webinar
  • Tuesday and Wednesday, November 28-29, 2023 - Remote Two-day Workship called, "Becoming a Great People and Business Developer"
  • Monday, December 18, 2023 - 10:00 AM -12:00 PM CT – "Anticipate the Maret - Today's Trends Affecting You Tomorrow" Interactive Webinar
  • Friday, January 26, 2024 - 10:00 AM - 12:00 PM CT - "How to Sell Your Ideas, Services or Solutions" Interactive Webinar
  • Tuesday, May 28, 2024 – 10:00 AM – 12:30 PM CT – Completion Interactive Webinar

*COVID-19 Update: The ConvergenceCoaching team has been carefully watching the progression of COVID-19 and monitoring the advice of the CDC for traveling and meeting in large groups to help us make a decision about the format of upcoming workshops. At this time, based on CDC guidance, we are excited to return to in-person workshops for our TLP Spring 23-24 program and going forward. Workshops are a mandatory component of the TLP; therefore, participants should be prepared to travel and participate in-person.

Participant and facilitator safety remains our #1 priority. As each workshop approaches, we will continue monitoring CDC guidelines related to COVID-19 and will implement appropriate safety guidelines as needed. And, if in-person gatherings are no longer recommended by the CDC, we will shift the workshop to a remote format over Zoom.

Like all U.S. firms, we are experiencing an increase in labor, technology, and other costs and this is driving us to increase our TLP enrollment fees 7.5% to $7,000 per participant effective May 16, 2022. With the possibility of a return to in-person workshops and the significant jump in pricing we’re seeing as we explore hotels and catering, we feel we have no choice but to raise fees.  

Spring 2023-24 TLP
Fee: $7000.00
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The two 2-day workshops are critical to the learning experience and are therefore mandatory. Please be certain the workshop dates work for you prior to registering. If a workshop must be missed, the participant will be responsible for learning the content from that workshop via independent study of articles and recorded webinars supplied by your ConvergenceCoaching coach.

If the participant is unable to provide us at least 60 days’ notice prior to the workshop they will miss, additional 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.

The "Anticipate the Market: Today's Trends Affecting You Tomorrow" interactive webinar is one of the six required webinars for TLP participants to engage in. This webinar will be open to the public, while the other five interactive webinars are exclusively available to TLP participants only.

Who Should Participate:     High-potential managers, senior managers, directors, new partners, and key administrators  
Duration:     One year  
Class Size:     Up to 28 participants  
Level:     Intermediate  
Instructional Delivery Method:     Remote group internet-based roundtables, Group live in-person workshops and self-study  
CPE:     Up to 49 credits hours  
NASBA Fields of Study:     Personal Development, Communications & Marketing and Business Management & Organization and Personnel/Human Resources  
Prerequisites:     None 
Advanced Preparation:     Any materials to be prepared in advance of the interactive webinars and workshops will be sent to participants via email  

Click here for more information regarding our refund, complaint and program cancellation policies and/or please contact us.

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: .

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