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A New Era in Talent Development and Learning


In a period of rapid change and increasing complexity, the winners will be those who can keep their rate of learning greater than the rate of change and greater than their competition or their L > C. …

In a period of rapid change and increasing complexity, the winners will be those who can keep their rate of learning greater than the rate of change and greater than their competition or their L > C.

It's time to reimagine the CPA profession around the concepts of talent development and learning. New skills, new ways of learning, and new thinking. The need for a strategic and systematic approach to talent development is already underway in many high-performing organizations. Are you ready for these sweeping, even disruptive trends?

This presentation covers the latest trends and what we see as "next" practices emerging and how we, at the Business Learning Institute, are working to help CPA firms, corporations, government, and nonprofits with a new approach to talent development and learning designed to get two things: (1) business results and (2) engaged employees who are willing to give you their discretionary efforts!

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  • 1. A New Era in Talent Development and Learning Tom Hood, CEO, Business Learning Institute & Maryland Association of CPAs
  • 2. Tom Hood, CPA, CITP, CGMA If there is a conversation about the future of the profession, you're bound to hear Hood's name mentioned as one of the people leading the way. – Accounting Today ! CEO Maryland Association of CPAs (MACPA) Business Learning Institute (BLI) ! ! ! ! Named the Second Most Influential in Accounting by Accounting Today Magazine 2013 Top 150 Influencer by Linked-In Top 25 Influencers in Learning & HR by HR Examiner Top 25 Public Accounting Thought Leaders by CPA Practice Adviser Working on Learning Management with AICPA/ CPA2Biz, Cloud Curriculum, Performance Management /XBRL, Leadership & Generations
  • 3. Download today’s slides at …
  • 4. Yesterday the World Changed, Now It’s Your Turn - Mike Walsh
  • 5. HOW TO PROFIT FROM INNOVATION: Building the Agile Learning Organization
  • 6. The Paradox The faster things change, the farther you have to look ahead.
  • 7. The Shift Change
  • 8. The Shift Change
  • 9. The Shift Change 1.  2.  3.  4.  5.  Leadership! Learning! Technology! Generations! Workplace!
  • 10. If Content is King, Context is the Kingdom! - Will Avegerakis - AICPA
  • 11. Where did I get this stuff?
  • 12. The research…
  • 13. Historical Context – The Perfect Storm •  Web 2.0 •  Globalization •  Generations Source: Don Tapscott - Wikinomics
  • 14. The New Normal - VUCA
  • 15. The Research 67% #1 issue is developing leaders & succession planning
  • 16. The top three issues facing human resources & talent development 1.  2.  3.  A shortage of creative, agile leaders. Inability to rapidly develop workforce skills and capabilities. Ineffective collaboration and knowledge sharing. Source: 2010 IBM Global Chief Human Resource Officer study
  • 17. Shift Happens
  • 18. Paradigm Shift The  high  performers  in  our  survey  invest   more  in  talent,  focus  on  closing  skills   gaps,  have  more  customized  training  and   development  programs,  iden9fy  future   leaders  earlier  in  their  careers,  and  have   robust  succession  plans  in  place.  They   also  focus  more  on  “so=”  leadership   skills  such  as  the  ability  to  embody  the   organiza9on’s  culture  and  values  and  to   lead  effec9vely  in  a  complex  global   business  environment. Source: E&Y Paradigm Shift: Building a new talent management model to boost growth
  • 19. Our approach – The Four C’s •  Career Path (Ladder) •  Competency-based Learning •  Curriculum •  Cloud
  • 20. The Bounce
  • 21.
  • 22.
  • 23. T   Curriculum design by BLI and AICPA using Top 5 Competencies for future from CPA Horizons research and job levels from the BLI “Bounce” Model. Leadership and Communications were combined and the 5th category expanded to include practice specialties for firms and functional areas for corporate. Examples would include: Corporate Accounting, FP&A, divisional reporting, shared services, etc. CPA Firms would have audit, tax, industry specialties. These technical areas would have specific curriculums designed to meet their specific technical competency needs.
  • 24. Learning as a Platform
  • 25. Learning as a Platform “If we could help learners manage their learning, I speculate that there would be as much as a 500 percent increase in benefits…” - Patricia McLagan – ASTD Magazine
  • 26. Learning Delivery Channel Continuum LIVE Face to Face Classroom ON DEMAND Live Webcasts & Virtual Classrooms Collaboration, Community, and Coaching and Knowledge Mgmt Mentoring Self-paced Web-based Courses Social Learning Books, Podcasts, Videos, Blogs Job Aids, Performance Support Tools OLI/I /OEI LEOI ILI Foundation Learning/Re-skilling Competency Development Collaborative Learning Experiences Source: Bob Dean – BLI Thought Leader © Copyright 2013 Business Learning Institute
  • 27. CloudLearning - JIT
  • 28. CloudLearning - JIT
  • 29. AICPA Navigator •  A full featured Learning Management System •  Integrated with a Compliance Tracking system for CPAs •  Customized for your organization •  Based on an Open Architecture for your own content •  Including a Complete Curriculum designed by the CPA Profession Copyright 2013 - Business Learning Institute
  • 30. CloudLearning "We see this system as a key recruitment and retention tool, allowing us to offer our people many of the things that the largest firms do - competency–based curriculum, career paths, and just-in-time learning, and our own custom D&S learning center. " " " " "- Allen DeLeon, Managing Partner!
  • 31. Engagement – Alignment - Commitment
  • 32. R.O.P = R.O.I
  • 33. Your Competitive Advantage “It is hard to plan for the long-term future when you don’t know what is going to happen five minutes from now. Today, a competitive edge based solely on material advantage is thin and temporary; the edge quickly becomes the margin. The ability to define the edge, and the ultimate competitive advantage, is found in the smarts, heart and ingenuity of your people. That’s your powerhouse. Tap that, train it, focus it and mobilize it; now you’ve engaged a network and inspired a sustainable shift.
  • 34. How can we help you keep your L>C? •  •  •  •  Strategy & Alignment Curriculum tied to strategy I2a Leadership Academy BLI Leadership Express - ondemand leadership support •  Social learning In a period of rapid change and increasing complexity, the winners will be those organizations who can keep their rate of learning greater than the rate of change and greater than their competition. – Tom Hood
  • 35. Follow  me  on:   Tom  Hood,  CPA.CITP   CEO   Maryland  Associa8on  of  CPAs   Business  Learning  Ins8tute   (443)  632-­‐2301   E-­‐mail   Web  hNp://   Web  hNp://     ü   TwiEer:  hEp://   ü   LinkedIn:  hEp://   ü   Facebook:  hEp://   ü Slideshare:  hEp://   ü Youtube:  hEp://   ü Second  Life  avatar  name:  Rocky  Maddaloni