The Shift Change
1. Leadership!
2. Learning!
3. Technology!
4. Generations!
5. Workplace!
The challenge &
opportunity is to make the
shift from the first curve to
the second curve at the
right time and with the
right strategy
Yesterday the World
Changed, Now It’s Your Turn
- Mike Walsh
The Shift Change
1.  Leadership!
2.  Learning!
3.  Technology!
4.  Generations!
5.  Workplace!
www.blionline.org
HOWTO PROFIT FROM
INNOVATION: Building the
Agile Learning Organization
www.blionline.org
• Identify Competencies
• Career Path (Ladder)
• Curriculum
• Cloud Learning
Our approach –The Four C’s
The right talent with the right skills at the right time
theBounce
CGMA Competency Framework
CGMA Follows the Bounce!
www.blionline.org
The Bounce
www.blionline.org
www.blionline.org
Curriculum design by BLI and AICPA
usingTop 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, FPA, 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.
www.blionline.org
Learning as a Platform
www.blionline.org
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
CloudLearning - JIT
CloudLearning - JIT
Copyright 2013 - Business Learning Institute
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
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 DS learning center. - Allen
DeLeon, Managing Partner!
www.blionline.org
Engagement – Alignment - Commitment
www.blionline.org
R.O.P = R.O.I
www.blionline.org
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.
www.blionline.org
How can we help you keep your LC?
•  Strategy  Alignment
•  Curriculum tied to strategy
•  I2a Leadership Academy
•  BLI Leadership Express - on-
demand 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
http://cpa.tc/32r
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
Tom Hood, CPA, CITP, CGMA
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/

The Shift Change in Accounting

  • 1.
  • 3.
    The challenge & opportunityis to make the shift from the first curve to the second curve at the right time and with the right strategy
  • 4.
    Yesterday the World Changed,Now It’s Your Turn - Mike Walsh
  • 6.
    The Shift Change 1. Leadership! 2.  Learning! 3.  Technology! 4.  Generations! 5.  Workplace!
  • 7.
    www.blionline.org HOWTO PROFIT FROM INNOVATION:Building the Agile Learning Organization
  • 9.
    www.blionline.org • Identify Competencies • Career Path(Ladder) • Curriculum • Cloud Learning Our approach –The Four C’s The right talent with the right skills at the right time
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
    Curriculum design byBLI and AICPA usingTop 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, FPA, 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.
  • 17.
  • 18.
    www.blionline.org Learning as aPlatform “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
  • 19.
  • 20.
  • 21.
    Copyright 2013 -Business Learning Institute 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
  • 22.
    CloudLearning We see thissystem 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 DS learning center. - Allen DeLeon, Managing Partner!
  • 23.
  • 24.
  • 25.
    www.blionline.org Your Competitive Advantage “Itis 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.
  • 26.
    www.blionline.org How can wehelp you keep your LC? •  Strategy Alignment •  Curriculum tied to strategy •  I2a Leadership Academy •  BLI Leadership Express - on- demand 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 http://cpa.tc/32r
  • 27.
    If there isa 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 Tom Hood, CPA, CITP, CGMA 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/