Thank you for your interest in our Strategic Planning Summit (SPS)! Please fill out the form below. Once we receive your responses, a ConvergenceCoaching team member will be in touch regarding next steps for registration and payment. If you have questions in the meantime, please contact us at info@convergencecoaching.com.

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* 1. Name:

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* 2. Title

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* 3. Email

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* 4. Phone Number

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* 5. Firm Name

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* 6. Main Headquarters/Main Office Location

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* 7. Number of Offices

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* 8. Number of Partners

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* 9. Revenue in Millions

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* 10. Total number of employees (including partners):

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* 11. Expected number of participants (up to 10 permitted)

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* 12. Firm Specialties:

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* 13. What is your main objective or opportunity you want to solve for in the strategic planning session?

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* 14. While the summit isn't intended to be exclusive, please list any firm names or geographies that you would feel uncomfortable having participate in the summit.

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* 15. Please list any CPA associations you are a member of.

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* 16. How did you hear about the Strategic Planning Summit?

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* 17. Following completion of the summit, we will provide the managing partners of all participating firms with contact information for one another in case further networking or discussion is desired. Please indicate whether your firm is okay with being included in the participant list:

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