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Agenda
                                                                                   Where We’ve Been
                                                                                   Who’s Online
                                                                                   Association Issues/Trends
          Membership and Marketing Conference
           Association 2.5: Keeping Up in a Rapidly Changing Social 
                                                                                   Digital Technologies
                              Networking World
                                                                                   Maryland Association of CPAs
                                      Tom Hood, CPA, Executive Director / Chief 
                                                                                   Opportunity
                                      Executive Officer, MACPA
                                      Don Dea, Co‐founder, Fusion Productions
                                      April 30, 2009
                                                                                   Summary

             Connecting Great Ideas and Great People




    Where we’ve been: Then and now                                                          Who’s Online
             2000                                         2008
  46% of adults use internet               74% of adults use internet
5% with broadband at home               58% with broadband at home
    50% own a cell phone                      82% own a cell phone
   0% connect to internet                   62% connect to internet 
        wirelessly                                wirelessly
      <10% use “cloud”                           >53% use “cloud”
= slow, stationary connections         = fast, mobile connections built 
  built around  my computer              around outside servers and 
                                                   storage




          Generations Online in 2009                                                     People Are Talking

                                              Gen Y (18‐32)

                                              Gen X (33‐44)

                                              Younger Boomers (45‐54)

                                              Older Boomers (55‐63)

                                              Silent Generation (64‐72)

                                              GI Generation (73+)




                                                                                                                  1
The Social Technographics Ladder
They are Online with their Social Networks                                                                                                Publish a blog
                                                                                                                                          Publish your own Web pages
                                                                                                                      18%    Creators     Upload video you created 
                                                                                                                                          Upload audio/music you created
                                                                                                                                          Write articles or stories and post them

                                                                                                                                         Post ratings/reviews of products/services
                                                                                                                      25%                Comment on someone else’s blog
                                                                                                                              Critics
                                                                                                                                         Contribute to online forums
                                                                                                                                         Contribute to/edit articles in a wiki


                                                                                                                                          Use RSS  feeds
                                                                                                                      12%   Collectors    Add “tags” to Web pages or photos
                                                                                                                                          “Vote” for Web sites online



                                                                                                                                         Maintain profile on a social networking site
                                                                                                                      25%    Joiners
                                                                                                                                         Visit social networking sites
                                                                            Base: US online adults
                                                                            Source: Forrester Q2 2007 
                                                                                                                                         Read blogs
                                                                            Social Technographics Survey                                 Watch video from other users

                                                                                                                      48%   Spectators   Listen to podcasts
                                                                                                                                         Read online forums
                                                                       Groups include people participating in at least                   Read customer ratings/reviews
                                                                       one of the activities monthly.


                                                                                                                      44%   Inactives    None of the above




                                                                                                          Where we are today
               Key Issues/Trends
 Generational crossroads
 Relevancy in recession & membership value
 New models of engagement
 Science, technology, management innovation
 Creating new value as trusted source and connections
 Global online connectivity/expansion
 Deepening personalization/customization
 Economic reset/technology transforming gov’t, business, 
 assn, governance
 Multiple degrees of trust/truth‐context creates value




                 Social Networks
                                                                                                           Web 2.0 Tools: Types
                                                                                   People‐Connectors (find and strengthen 
                                                                                   relationships)
                                                                                   Social Publishing and Info Sharing (publish, 
                                                                                   subscribe, discuss and link to what you know)
                                                                                   Collaboration and Communication (connect and 
                                                                                   work together more powerfully)
                                                                                   Building Blocks (SAR) Widgets/GIS Mashups (GIS, 
                                                                                   mini‐apps, or sensing technology to expand the 
                                                            Myspace
                                                            FaceBook
                                                                                   functionality at the point of engagement)
                                                            Flickr
                                                            LinkedIn




                                                                                                                                                                                        2
Social Publishing and Networks
          People Connectors
                                                Journals (blogs, podcasts)
People‐Finders (LinkedIn/Zoominfo, naymz, 
                                                Social Bookmarkers (Del.icio.us)
Reunion, Facebook)
                                                Photo/Graphics Sharers (Flickr, 
Social Network Mappers (InFlow)
                                                SlideShare,MySpace)
Proximity Locators (Slam,Jambo,enpresence)      Memediggers (Digg, Reddit)
Affinity Detectors (NTag)                       Product Evaluators (Wize, Last.fm)
Connections (Twitter/Utterz/Pownce)             Personal Diaries (FaceBook)
                                                Virtual Worlds (2nd Life, Whyville)




                                                          Semantic Web:Twine
Collaboration and Communication
Wikis (WikiHealthCare, Medpedia)                Organize, Share, 
Forums (Yahoo Groups)                           Discover
Project Collaboration (BaseCamp)                Facebook ‐ For 
Document Collaboration (Google Docs)            Your Relationships
Mindmaps (Freemind)
                                                LinkedIn ‐ For Your 
Virtual Presence (Skype, GoToMeeting,vYEW)
                                                Career
Open Space/Peer Production
                                                Twine‐ Knowledge 
Semantic Web/Knowledge Networks (Twine, EVRI)
                                                Network




           Semantic Web: EVRI                                   Collaboration




                                                                                      3
Mashups: Pageflakes
Building Blocks:Widgets/GIS Mashups/Apps
  Disease Outbreaks
  Home Monitoring
  Travelogues
  Do‐It‐Yourself Social Networking Applications
  RSS, Applets
  Applications
  Mapping
  Open Social/Facebook




                                                  Applications: Evernote
          Widgets: Engage Patients




                    Web 2.0                       Information Overload




                                                                           4
… and the “long tail” becomes more important 
                                                                                    Changing Face of Communications
                                      ‐‐ Chris Anderson
                                                                                     Flattened Hierarchy
                                                                                     Time Shifting
                                 Amazon, Rhapsody/iTunes, Netflix
                                                                                     Virtual Connections
                                                                                     Digital Tools
Traffic




                                                                                     Convergence
                                 20%‐40% of traffic or sales
                                     in the “long tail”                              Constant Change
                                                                                     Privacy
                                                                                     Culture
                                    Content




              New School Meets New School                                                 “Old School” “New School”




                             Worlds Collide
          Elements             Old School                New School
                               Mgt & your org            Members, customers, 
          Sources of Ideas
                                                                                             Maryland Association 
                                                         users
                               Internal resources,       Deep understanding of 
          Drivers
                                                                                                   of CPAs
                               products, positioning     customer/member 
                                                         needs
                               Structured & managed      Spontaneous & non‐
          Interaction
                                                         linear
                               Go to                     Invite members/users to 
          Strategy
                               member/customer           participate
                               Linear and well defined   Emergent & serendpic
          Processes
                               Market research,          Communities, crowd 
          Methods
                               surveys, focus groups     sourcing, peer‐
                                                         production, and social 
                                                         media




                                                                                                                      5
Our journey starts at a conference called Digital Now in 
                                                                                     “If you think about the media environment an average 
          2007 at a session titled – Association 2.0
                                                                                    American teenager lives in, to walk into a classroom (or 
                                                                                     one of our Associations) that doesn’t have any of that 
                                                                                            media must be like walking into a desert.”
                                                                                    – Steve Maher, High School teacher PBS Special “Growing 
                                                  =                                                        Up On‐line”




By 2010, Millenials/Gen Y‐ers will outnumber Baby 
                     Boomers. 




                  Meet our future members?
                                                                                   Do you want to be like this?
                                                       “over 64% of students in 
                                                        grades K‐12 play online 
                                                       and/or electronics based 
                                                           games regularly”



“Downloading music is #1 activity 
   by middle and high school 
          students”
“40% of middle school students and 67% of high 
   school students have a personal website
        (Facebook, MySpace, Xanga)”




                                Source: Project Tomorrow – Speak Up 2007 report




                                                                                   It’s about the Network Effect
                                            Or This?
                                                                                                                           Metcalf’s Law
                                                                                                          quot;states that the economic value of a network 
                                                                                                          increases like the square of the number of its 
                                                                                                             nodes, or the law of increasing returns. 
                                                                                                              Usually, when people share a piece of 
                                                                                                         equipment, the return diminishes. When more 
                                                                                                            people are engaged in the network, more 
                                                                                                                  value is returned to the user.quot;




                                                                                                                                                            6
Our Journey…starts with strategy                                                        Our Journey…
                      The MACPA is a progressive, professional 
                                                                        Share
                    association dedicated to serving CPAs in the 
                      Maryland region, enabling them to grow, 
                       prosper and remain viable in a dynamic, 
                     rapidly changing environment.               The 
                                                                        Listen & Learn
                     MACPA recognizes the diversity in the CPA 
                      profession and will provide the necessary 
                    resources and services to help its members 
                        maintain the highest level of integrity, 
                     professional ethics and knowledge for the 
                                                                        Communicate
                      benefit of the public and the good of the 
                                     profession.


                   Connect – Protect ‐                                  Connect
                       Achieve




      Results – By the Numbers                                                  Results – By the Numbers
Youtube                                                                 Facebook
  Defining Americas CPA                   5,264                            MACPA                         83
  CPALearning2                              564                            NYPN                          50
  Financial Literacy                      1,991                            Tom Hood                     135
Slideshare
                                                                        Linked‐In
  Professional Issues          1,441
                                                                           MACPA                        220
  Web 2.0 & Second Life                   2,430
                                                                           Tom Hood                     279
Blogs                             10,000 +
Podcasts                        ???




                                                                                    Finding Members
      Results – By the Numbers
Second Life                                         483


Twitter
  MACPA                                              421
  Bill Sheridan                           613
  Tom Hood                                       1,062
  Jackie Brown                            130




                                                                                                              7
Building Relationships                    Getting Recognized




                                         Go to where the conversation is…
              Twitter & MACPA

                                    IBM Financial Analyst             Accounting Assistant
                                    Member of NJSCPA




               Listening = Trust                            Next Steps…
                                   1. Imagine your organization 
A conversation starts                 connected to more members 
                                      and connecting them to each 
with listening…
                                      other
Blogs – find’em, read 
                                   2. Do some homework – where 
‘em, start your own
                                      are your members hanging out 
Second Life                           on‐line?
                                   3. Start listening
CPALearning2.com
                                   4. Make your case – the cost of 
Facebook
                                      participation just got lower
Linked‐In                          5. Use the tools to start the 
Plaxo                                 conversations
Twitter




                                                                                             8
You can…Ignore it
                     Fight it or
                 Harness it’s power




                                                                             The Big Opportunity… Silo busting
        Implications: Associations
                                                                                           The social graph just connects people
 Complexity                                                                                            The semantic graph connects everything
                                                                                                       The semantic graph connects everything
 Personalization/Segmentation                                                            People

 Integration/Unified network                                                 Companies                  Emails                 And it uses richer 
                                                                                                                               semantics to enable:
 Network Effect                                                     Places                                       Products
                                                                                                                               Better search
 Differentiation (Value Proposition)                                                                                           More targeted ads
                                                                Interests                                           Services
    Brand (Trust)
                                                                                                                               Smarter collaboration
                                                                                                                 Web Pages
    Point of Engagement                                         Activities
                                                                                                                               Deeper integration
    Context & Connections                                                                                   Documents
                                                                     Projects
                                                                                                                               Richer content
                                                                                Events              Multimedia
                                                                                                                               Better personalization
                                                                                         Groups




                                                                                                  Summary
                     Summary
                                                                   Value will also be with “trusted source”
Social networks will be like air, so consider how you will 
                                                                   Getting started: Commitment, Scale, 
operate your organization
                                                                   Workflow, Recognition & Reward, Right 
Marketers will pay to reach and influence
Each person will have their own “personal CPM”                     people, Balance management & risk 
Social networks will compete to have the best experience 
                                                                   Help Wanted: Leadership
Not old vs new, Ensure right people on the bus
Value Adds: content, structure, organization, flexibility, 
control
Difference makers: context, connections, recognition/reward,      quot;Imagination is more important than knowledge.quot; Albert Einstein
“Findability”




                                                                                                                                                        9
“The best time to plant a tree was 20 years ago, the 
                          second best time is today”
                                        Chinese proverb




                                                          10

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Association 2.5 - Keeping Up with a Social Networked World

  • 1. Agenda Where We’ve Been Who’s Online Association Issues/Trends Membership and Marketing Conference Association 2.5: Keeping Up in a Rapidly Changing Social  Digital Technologies Networking World Maryland Association of CPAs Tom Hood, CPA, Executive Director / Chief  Opportunity Executive Officer, MACPA Don Dea, Co‐founder, Fusion Productions April 30, 2009 Summary Connecting Great Ideas and Great People Where we’ve been: Then and now Who’s Online 2000 2008 46% of adults use internet 74% of adults use internet 5% with broadband at home 58% with broadband at home 50% own a cell phone 82% own a cell phone 0% connect to internet  62% connect to internet  wirelessly wirelessly <10% use “cloud” >53% use “cloud” = slow, stationary connections  = fast, mobile connections built  built around  my computer around outside servers and  storage Generations Online in 2009 People Are Talking Gen Y (18‐32) Gen X (33‐44) Younger Boomers (45‐54) Older Boomers (55‐63) Silent Generation (64‐72) GI Generation (73+) 1
  • 2. The Social Technographics Ladder They are Online with their Social Networks Publish a blog Publish your own Web pages 18% Creators Upload video you created  Upload audio/music you created Write articles or stories and post them Post ratings/reviews of products/services 25% Comment on someone else’s blog Critics Contribute to online forums Contribute to/edit articles in a wiki Use RSS  feeds 12% Collectors Add “tags” to Web pages or photos “Vote” for Web sites online Maintain profile on a social networking site 25% Joiners Visit social networking sites Base: US online adults Source: Forrester Q2 2007  Read blogs Social Technographics Survey Watch video from other users 48% Spectators Listen to podcasts Read online forums Groups include people participating in at least  Read customer ratings/reviews one of the activities monthly. 44% Inactives None of the above Where we are today Key Issues/Trends Generational crossroads Relevancy in recession & membership value New models of engagement Science, technology, management innovation Creating new value as trusted source and connections Global online connectivity/expansion Deepening personalization/customization Economic reset/technology transforming gov’t, business,  assn, governance Multiple degrees of trust/truth‐context creates value Social Networks Web 2.0 Tools: Types People‐Connectors (find and strengthen  relationships) Social Publishing and Info Sharing (publish,  subscribe, discuss and link to what you know) Collaboration and Communication (connect and  work together more powerfully) Building Blocks (SAR) Widgets/GIS Mashups (GIS,  mini‐apps, or sensing technology to expand the  Myspace FaceBook functionality at the point of engagement) Flickr LinkedIn 2
  • 3. Social Publishing and Networks People Connectors Journals (blogs, podcasts) People‐Finders (LinkedIn/Zoominfo, naymz,  Social Bookmarkers (Del.icio.us) Reunion, Facebook) Photo/Graphics Sharers (Flickr,  Social Network Mappers (InFlow) SlideShare,MySpace) Proximity Locators (Slam,Jambo,enpresence) Memediggers (Digg, Reddit) Affinity Detectors (NTag) Product Evaluators (Wize, Last.fm) Connections (Twitter/Utterz/Pownce) Personal Diaries (FaceBook) Virtual Worlds (2nd Life, Whyville) Semantic Web:Twine Collaboration and Communication Wikis (WikiHealthCare, Medpedia) Organize, Share,  Forums (Yahoo Groups) Discover Project Collaboration (BaseCamp) Facebook ‐ For  Document Collaboration (Google Docs) Your Relationships Mindmaps (Freemind) LinkedIn ‐ For Your  Virtual Presence (Skype, GoToMeeting,vYEW) Career Open Space/Peer Production Twine‐ Knowledge  Semantic Web/Knowledge Networks (Twine, EVRI) Network Semantic Web: EVRI Collaboration 3
  • 4. Mashups: Pageflakes Building Blocks:Widgets/GIS Mashups/Apps Disease Outbreaks Home Monitoring Travelogues Do‐It‐Yourself Social Networking Applications RSS, Applets Applications Mapping Open Social/Facebook Applications: Evernote Widgets: Engage Patients Web 2.0 Information Overload 4
  • 5. … and the “long tail” becomes more important  Changing Face of Communications ‐‐ Chris Anderson Flattened Hierarchy Time Shifting Amazon, Rhapsody/iTunes, Netflix Virtual Connections Digital Tools Traffic Convergence 20%‐40% of traffic or sales in the “long tail” Constant Change Privacy Culture Content New School Meets New School “Old School” “New School” Worlds Collide Elements Old School New School Mgt & your org Members, customers,  Sources of Ideas Maryland Association  users Internal resources,  Deep understanding of  Drivers of CPAs products, positioning customer/member  needs Structured & managed Spontaneous & non‐ Interaction linear Go to  Invite members/users to  Strategy member/customer participate Linear and well defined Emergent & serendpic Processes Market research,  Communities, crowd  Methods surveys, focus groups sourcing, peer‐ production, and social  media 5
  • 6. Our journey starts at a conference called Digital Now in  “If you think about the media environment an average  2007 at a session titled – Association 2.0 American teenager lives in, to walk into a classroom (or  one of our Associations) that doesn’t have any of that  media must be like walking into a desert.” – Steve Maher, High School teacher PBS Special “Growing  = Up On‐line” By 2010, Millenials/Gen Y‐ers will outnumber Baby  Boomers.  Meet our future members? Do you want to be like this? “over 64% of students in  grades K‐12 play online  and/or electronics based  games regularly” “Downloading music is #1 activity  by middle and high school  students” “40% of middle school students and 67% of high  school students have a personal website (Facebook, MySpace, Xanga)” Source: Project Tomorrow – Speak Up 2007 report It’s about the Network Effect Or This? Metcalf’s Law quot;states that the economic value of a network  increases like the square of the number of its  nodes, or the law of increasing returns.  Usually, when people share a piece of  equipment, the return diminishes. When more  people are engaged in the network, more  value is returned to the user.quot; 6
  • 7. Our Journey…starts with strategy Our Journey… The MACPA is a progressive, professional  Share association dedicated to serving CPAs in the  Maryland region, enabling them to grow,  prosper and remain viable in a dynamic,  rapidly changing environment.               The  Listen & Learn MACPA recognizes the diversity in the CPA  profession and will provide the necessary  resources and services to help its members  maintain the highest level of integrity,  professional ethics and knowledge for the  Communicate benefit of the public and the good of the  profession. Connect – Protect ‐ Connect Achieve Results – By the Numbers Results – By the Numbers Youtube Facebook Defining Americas CPA 5,264 MACPA 83 CPALearning2 564 NYPN 50 Financial Literacy 1,991 Tom Hood 135 Slideshare Linked‐In Professional Issues 1,441 MACPA 220 Web 2.0 & Second Life 2,430 Tom Hood 279 Blogs 10,000 + Podcasts ??? Finding Members Results – By the Numbers Second Life 483 Twitter MACPA 421 Bill Sheridan 613 Tom Hood 1,062 Jackie Brown 130 7
  • 8. Building Relationships Getting Recognized Go to where the conversation is… Twitter & MACPA IBM Financial Analyst Accounting Assistant Member of NJSCPA Listening = Trust Next Steps… 1. Imagine your organization  A conversation starts  connected to more members  and connecting them to each  with listening… other Blogs – find’em, read  2. Do some homework – where  ‘em, start your own are your members hanging out  Second Life on‐line? 3. Start listening CPALearning2.com 4. Make your case – the cost of  Facebook participation just got lower Linked‐In 5. Use the tools to start the  Plaxo conversations Twitter 8
  • 9. You can…Ignore it Fight it or Harness it’s power The Big Opportunity… Silo busting Implications: Associations The social graph just connects people Complexity The semantic graph connects everything The semantic graph connects everything Personalization/Segmentation People Integration/Unified network Companies Emails And it uses richer  semantics to enable: Network Effect Places Products Better search Differentiation (Value Proposition) More targeted ads Interests Services Brand (Trust) Smarter collaboration Web Pages Point of Engagement Activities Deeper integration Context & Connections Documents Projects Richer content Events Multimedia Better personalization Groups Summary Summary Value will also be with “trusted source” Social networks will be like air, so consider how you will  Getting started: Commitment, Scale,  operate your organization Workflow, Recognition & Reward, Right  Marketers will pay to reach and influence Each person will have their own “personal CPM” people, Balance management & risk  Social networks will compete to have the best experience  Help Wanted: Leadership Not old vs new, Ensure right people on the bus Value Adds: content, structure, organization, flexibility,  control Difference makers: context, connections, recognition/reward,  quot;Imagination is more important than knowledge.quot; Albert Einstein “Findability” 9
  • 10. “The best time to plant a tree was 20 years ago, the  second best time is today” Chinese proverb 10