This document summarizes a presentation given at the AICPA EDMAX Committee meeting on November 10, 2010 in New Orleans, LA. The presentation discusses the rapid pace of change in business and society driven by technology and globalization. It emphasizes the need for new skills like collaboration, strategic thinking, and social media use. Examples are given of how one CPA organization used social media to build relationships and engage members. The presentation concludes by encouraging CPAs to get started with social media to navigate changes in the profession.

1. AICPA EDMAX Committee
The State of Informal & Social Learning
November 10, 2010
The Roosevelt Hotel
New Orleans, LA

2. How can we thrive amidst rapid change and turbulence?
Will the speed of change
increase or decrease?
Will things get more
complex or less
complex?
CPAs and businesses
are feeling
overwhelmed by the
rapid and turbulent
pace of change

3. “As it relates to science and technology, the rate of
change in the next decade, is likely to be 4 to7 times
faster than in the last decade. If it is 4x faster it
would be like planning for 2010 in 1890, if it is 7x
faster it would be like planning for 2010 in 1670.”
‐Expert on Education Panel, The Aspen Institute

4. Re‐Set, Re‐Think, Re‐Imagine – The
new normal won’t be like it was before
Anticipation of a very large business model
change amidst rapid change – Steve King
There are two recessions – the
obvious one and the not so
obvious, the end of the industrial
age where perfecting the model
was the key. The new model will be
completely different. – Seth Godin
#4 Rethinking the Business Model (25)
from AICPA Major Firms Group

5. Welcome to the New Normal
• The Loch Ness Monster
Economy
• Tsunami of Regulations &
Standards
• Globalization – growth
comes from abroad
• Technology!
• Workforce – 5 generations
at work

6. The Big Questions
What single word has best defined our ability to reshape
society, technology, and business over the past 200 years?
What single word best describes the greatest challenge to our
ability to innovate and to deal with uncertainty in the
future? Source: Tom Kousopulos @tkspeaks
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7. Turbulent times require new skills and new
ways of thinking
“You can’t stop the waves, but you can learn to surf”
- Jon Kabat-Zinn
Photo: Pratt’s surfing page

8. Is leadership changing in the new normal?
“What got you here won’t get you there.”
– Emmanuel Gobillot - Leadershift

9. What Leadership does is the same…
• Engagement
• Alignment
• Commitment
• Accountability
“First I get all of my men facing the same direction.”
- Napoleon

10. How Leadership gets it done is changing!
From: Command & Control
To: Connect & Collaborate

11. The Eight Net Gen Norms that will transform
business, education and government
1. Freedom – The freedom to work when
and where you want
2. Customization – My job my life
3. Scrutiny – I know what you did last night
4. Integrity – Be a good company to work for
5. Collaboration – Teamwork
6. Entertainment – Work should be fun
7. Speed – Let’s make things happen now!
8. Innovation – Let me invent
“…when technology, demographics and global economics collide you are faced with a
category six (6) business revolution”
– Don Tapscott & Anthony Williams - Wikinomics

12. The Five Qualities of
Extraordinary Leaders
1. Sight ‐ Ability to see emerging
patterns and shift perspective when
necessary
2. Insight ‐ Ability to learn faster than
the rate of change in your industry
“To keep pace in your industry, let
alone excel as a leader, requires
3. Create ‐ Ability to think strategically
your rate of learning to be greater
and creatively to gain insights that
than, or equal to, the rate of
create new opportunities and foster
change.”
innovation
4. Communicate ‐ Ability to
collaborate inside and outside your
organization and to build and sustain
social networks of people engaged in
the work
5. Inspire – Ability to mobilize support
and engage others to join you in
ACTION 12

13. Leadership in the new normal
Three Critical Competencies
Built on strengths
Strengths- and positivity
Future-minded Based Self-awareness
and flexible mindset
Leadership In the moment
Ability to make
your thinking Strategic
visible to others Thinking
Network
Collaborative and
curious with the ability
Leadership
to ask powerful questions Boundary
Crossing
Capable of engaging and
Inspiring people
AICPA Leadership Academy – October 4-7, 2010 – Meeting summary by Business Learning Institute 13

14. The Networked Trainer – using
social media & web 2.0
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15. Follow us on our journey of Web 2.0,
Social Media and Second Life
We will answer these questions:
1. What caused us to explore Web 2.0, social media & Second Life?
2. How did we do it?
3. What did we learn?
4. What does it mean to you and all CPAs?

16. MACPA’s Social Media Journey
16

17. “Tweetwall” from AICPA
Leadership Academy
17

18. Tweetbook from AICPA Leadership
Academy (twapperzapper)
18

19. Insights from DEVLEARn
via Twitter
Just two sample tweets from DEVLEARN10 that was happening as I was
presenting at EDMAX. A great way of “being in two places at the same time” and
for sharing information from conferences back home…
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20. Blogs supporting training
www.cpaisland.com www.slacpa.org
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21. CPA Learning 2.0 – The first self-
directed learning tool for CPAs
• Got Permission from
Helen Blowers at Library
Association to borrow with
attribution
• Bill Sheridan & Tom
Hood worked on exercises
and used blog to support
self-directed learning
• Oct, 2007 Staff
volunteered to “do it”
• Feb, 2008 Staff
completed (95%
participation)
• Opened up to the world

22. Twitter & MACPA

23. Building Relationships

25. Social media = social capital
real world examples

26. MACPA social media efforts featured
in J of A and win 3rd place in Mobbies
MACPA won 2
out of top 10
Biz blogs in MD

27. Great chart from C4LPT
27

28. What Stuck Out for You?
28

29. What Stuck Out for You?
29

30. What Stuck Out for You?
30

31. What did we learn?
1.Relationships &
the Network Effect
2.Listening &
learning
3.Builds Social
Capital (Whuffie)
4. Effective
Communication
Tool

32. We learned that social media can
be a valuable leadership tool
Web 2.0
Association 2.0
Leadership 2.0

33. How can we make What
sense of the possibilities
changing & do we see?
complex world? What direction
should we go?
What does What new
it mean to future can we
us? create?
How is the
world
changing?
Who do we
need to enlist
to help us?

34. Five Things to Get You Started
1. Create a digital
footprint
2. Start listening
3. Make friends
4. Create & Share
5. Recognize &
Reciprocate

35. The BLI Story
The BLI logo is a perfect symbol for our current
challenges and opportunities – notice the subtle “e”?
It represents all things digital (e as in e-learning, the
web) that are enabling and disruptive, threat and
opportunity. Then look at the tornado, the symbol of
disruption, change, and the rapid technological
forces that have been at work for the past decade.
Finally, did you notice the people? They are sitting on
top of the turbulence, collaborating and working
together to stay away from the vortex at the bottom
where disruption is most dangerous.
The Business Learning Institute is the national leader in providing strategic
thinking, leadership and communication, and other “soft skills” training to
leading CPA Firms, corporate finance teams, and other organizations. We have
been recognized for innovative learning using virtual worlds (second life) and
social media as we experience another mega-trend – the movement from e-
learning to “we” learning. We also are the co-developer and owner of the I2A –
Insights to Action and M2M – Mind to Matter strategic thinking and personal
leadership development systems.
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AICPA Peer Review Board – October 11 & 12, 2010 – Meeting summary by Business Learning Institute

36. Meeting Details
AICPA EDMAX Committee
The State of Informal & Social Learning
New Orleans, LA
November 10, 2010
For more information on the Business Learning Institute offerings or our Insights to
Action™ Strategic Thinking System for strategic planning, leadership development:
Tom Hood, CPA.CITP Pam Devine
CEO Business Development Director
Business Learning Institute Business Learning Institute
http://www.bizlearning.net/strategicplanning http://www.bizlearning,net
(800) 888‐481‐3500 (800) 888‐481‐3500
tom@bizlearning.net pam@bizlearning.net
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37. MACPA resources
• CPA Success, our daily blog
http://www.CPASuccess.com
• CPA Spotlight, our weekly podcast
http://www.macpa.org/Content/23333.aspx
• Other MACPA blogs:
• www.CPALegislativeInsider.com
• www.NewCPAs.com
• www.bizlearningblog.com
• www.cpaisland.com
• CPA Learning 2, a Web 2.0 playground by CPAs for CPAs
http://www.CPALearning2.com

38. =
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