As a digital practitioner, you can attract and serve clients from around the world. However, the basics of client management still apply: you need to establish trust and build relationships. This session will address how to establish and maintain client relationships through digital means.

1. 1

2. Staying Connected
with Clients in the
Digital Age
2
Tom Hood, CPA, CITP, CGMA
CEO
MACPA & BLI

3. 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
! 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
CEO
Maryland Association of CPAs
(MACPA) www.macpa.org
Business Learning Institute
(BLI) www.blionline.org
http://www.linkedin.com/in/tomhood/

4. BLI.CNF.IO
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conversation
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7. Are you Future ready?
• 80% See future role of
CPA changing by 2025
• 58% Agree that
understanding disruptive
innovations, workforce and
change management will
affect CPA future role
• 82% Need to better
understand innovation
• 20% Believe disruptive
innovations will be driving
influence by 2025

8. SMAC Stack

9. Source: John Mancini - AIIM

10. Era
Years
Typical thing
managed
Best known
company
Content
mgmt focus
Mainframe
1960-1975
A batch
trans
IBM
Microfilm
Mini
1975-1992
A dept
process
Digital
Equipment
Image Mgmt
PC
1992-2001
A
document
Microsoft
Document
Mgmt
Internet
2001-2009
A web page
Google
Content
Mgmt
Social and
Cloud
2010-2015
interactions
Facebook
Social
Business
Systems
Systems of Record
Systems of Engagement
Source: John Mancini - AIIM

11. Information Chaos
Systems of Engagement and
Record misaligned.
Mobile means information
leaking everywhere.
Information coming faster
than it can be digested.
More silos than ever – and
new ones in the cloud
The “business” circumvents
IT.
We’re spending too much
on technology.
Information
Opportunity
End to end process
synchronization.
Governance occurs
regardless of device.
Analytics automatically
categorizes and disposes.
Governance occurs
regardless of location.
IT spend aligned with
opportunities.
Cloud opportunities to save
on legacy.
Business Benefit
Processes transparent to
customers.
Employees and customers
work on their own device.
Static information now at
rest put into motion.
It doesn’t matter where
information “lives.”
A new business/IT
alignment.
IT shifts from a cost center
to value creator.
Source: John Mancini - AIIM

12. CFO of the Future will create
strategic impact

14. Jody
Padar
Jason
Blumer
Jennifer
Katrulya
Essen%als
1. All
cloud,
all
the
/me.
2. Technology
3. Mobility
4. An
open
mind
5. Coffee!
Managing
virtually
1. Don’t
manage.
Lead.
2. Hire
the
right
people.
3. Communica/on.
4. Integra/on
–
Outlook,
contacts,
e-­‐
mail,
calendars
5. Updates
/
connec/ons

15. Tom’s
Favorite
Connec/on
Tools
• Skype
• Join.me
• Go
To
Mee/ng
• Dropbox
• Google
Apps
• Google
Hangouts
• Face/me
• Slideshare.net
• Social
Technologies
• Evernote

17. High
Tech
–
High
Touch

18. T
“In
a
period
of
rapid
change
and
increasing
complexity,
the
winners
are
going
to
be
the
people
who
can
LEARN
faster
than
the
rate
of
CHANGE
and
faster
than
their
COMPETITION.”
-­‐
Tom
Hood,
CPA.CITP.CGMA
7/24/14

19. Tom’s
Learning
Favorite
Tools
• Twier
• Linked-­‐In
• Blog
• Slideshare.net
• Evernote
• Tweetdeck.com
• Hootsuite.com
• Zite.com
• Kindle
“Use
the
tools,
don’t
let
the
tools
use
you.”
–
Francine
McKenna
@retheauditors

20. THANK YOU
Copyright © 2013 American Institute of CPAs. All rights reserved.
20