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Source:The Conference Board Global Leadership Forecast 2014-2015
www.blionline.org
Source: CPA.COM Insight into the CPA of the
Future Study 2014
Only 8% of CPAs are Future Ready
Future Ready is the capacity
to be aware, predictive, and
adaptive of emerging
challenges, tech innovations,
and trends and changes in
business, population, and
social environment.
Maryland Public Company Collaboration
Top Four Issues
1.  Learning & Talent Development
2.  Global Structure of Finance
Function
3.  Managing Risk & Innovation
4.  Insight to Action*
*This started our journey to research the competencies needed for accounting and
finance professionals to provide “insight to action” and shift from reactive to proactive.
www.blionline.org
We started looking “inside”
the CPA Profession and our
work with the AICPA to
define the CPA of the
Future with the CPA
Horizons 2025 Project…
We added research from
Deloitte, Financial Executives
International,APQC, CFO
Magazine, the Conference
Board, and the CGMA and
found variations of these top
competencies
Competency Research
Then we combined our industry
knowledge and research with
Daniel Burrus thirty plus years of
working with the Fortune 100
companies and discovered the top
missing competency was
Anticipation and a series of related
competencies on the next slide.
ANTICIPATION	
  
Strategic	
  Thinking	
  
External	
  Awareness	
  
Vision	
  
Con7nuous	
  Learning	
  
Innova7on	
  
Crea7vity	
  
Problem	
  Solving	
  
Priori7za7on	
  
Business	
  Acumen	
  
Decisiveness	
  
Influencing/Persuading	
  
Emo7onal	
  Intelligence	
  
Consensus	
  Building	
  
Collabora7on	
  
Inspira7on	
  
Risk	
  Management	
  
The competency of “anticipation” actually includes a number of
competencies included in many of the top companies of today and
the CPA Profession as well.
Across these models, you'll see a common theme of "strategic
thinking," "innovation" and "leading change."
Many of these organizations build (and validate) fantastic
competency models and know what they want people to do.
The beauty of the Anticipatory OrganizationTM model is that it
offers a clear process that makes highly-abstract leadership
competencies attainable and trainable. 
If an organization wants to make "strategic thinking" or "innovation"
a core competency, we can provide clear, trainable activities that
can be targeted to a wide range of learners (from individual
contributors to senior leadership).
We provide the bridge between the competency model and the
desired observable behaviors.
Anticipation –The Critical Competency
ANTICIPATION	
  
Strategic	
  Thinking	
  
External	
  Awareness	
  
Vision	
  
Con7nuous	
  Learning	
  
Innova7on	
  
Crea7vity	
  
Problem	
  Solving	
  
Priori7za7on	
  
Business	
  Acumen	
  
Decisiveness	
  
Influencing/Persuading	
  
Emo7onal	
  Intelligence	
  
Consensus	
  Building	
  
Collabora7on	
  
Inspira7on	
  
Risk	
  Management	
  
An7cipatory	
  Organiza7on:	
  
Finance	
  /	
  Accoun7ng	
  Edi7on	
  
CGMA Competency Framework
www.burrus.com
The Anticipatory CPA / Finance /
Accounting Professional
From: Reactive To: Preactive & Anticipatory
From: Crisis Management To: Opportunity Manager
From: Problems To: Solutions
Top Five Barriers
1. Not enough time.
2. Being reactive versus
proactive.
3. Doing more with less.
4. Information overload
(standards and
regulations).
5. Managing change.
http://blionline.org/the-anticipatory-organization/

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Is Your Accounting & Finance Talent VUCA Ready?

  • 1. Source:The Conference Board Global Leadership Forecast 2014-2015
  • 2. www.blionline.org Source: CPA.COM Insight into the CPA of the Future Study 2014 Only 8% of CPAs are Future Ready Future Ready is the capacity to be aware, predictive, and adaptive of emerging challenges, tech innovations, and trends and changes in business, population, and social environment.
  • 3. Maryland Public Company Collaboration Top Four Issues 1.  Learning & Talent Development 2.  Global Structure of Finance Function 3.  Managing Risk & Innovation 4.  Insight to Action* *This started our journey to research the competencies needed for accounting and finance professionals to provide “insight to action” and shift from reactive to proactive.
  • 4. www.blionline.org We started looking “inside” the CPA Profession and our work with the AICPA to define the CPA of the Future with the CPA Horizons 2025 Project… We added research from Deloitte, Financial Executives International,APQC, CFO Magazine, the Conference Board, and the CGMA and found variations of these top competencies
  • 5. Competency Research Then we combined our industry knowledge and research with Daniel Burrus thirty plus years of working with the Fortune 100 companies and discovered the top missing competency was Anticipation and a series of related competencies on the next slide.
  • 6. ANTICIPATION   Strategic  Thinking   External  Awareness   Vision   Con7nuous  Learning   Innova7on   Crea7vity   Problem  Solving   Priori7za7on   Business  Acumen   Decisiveness   Influencing/Persuading   Emo7onal  Intelligence   Consensus  Building   Collabora7on   Inspira7on   Risk  Management   The competency of “anticipation” actually includes a number of competencies included in many of the top companies of today and the CPA Profession as well. Across these models, you'll see a common theme of "strategic thinking," "innovation" and "leading change." Many of these organizations build (and validate) fantastic competency models and know what they want people to do. The beauty of the Anticipatory OrganizationTM model is that it offers a clear process that makes highly-abstract leadership competencies attainable and trainable.  If an organization wants to make "strategic thinking" or "innovation" a core competency, we can provide clear, trainable activities that can be targeted to a wide range of learners (from individual contributors to senior leadership). We provide the bridge between the competency model and the desired observable behaviors. Anticipation –The Critical Competency
  • 7. ANTICIPATION   Strategic  Thinking   External  Awareness   Vision   Con7nuous  Learning   Innova7on   Crea7vity   Problem  Solving   Priori7za7on   Business  Acumen   Decisiveness   Influencing/Persuading   Emo7onal  Intelligence   Consensus  Building   Collabora7on   Inspira7on   Risk  Management   An7cipatory  Organiza7on:   Finance  /  Accoun7ng  Edi7on   CGMA Competency Framework
  • 9. The Anticipatory CPA / Finance / Accounting Professional
  • 10. From: Reactive To: Preactive & Anticipatory From: Crisis Management To: Opportunity Manager From: Problems To: Solutions
  • 11. Top Five Barriers 1. Not enough time. 2. Being reactive versus proactive. 3. Doing more with less. 4. Information overload (standards and regulations). 5. Managing change.