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.
Keynote for the AICPA Global Manufacturing ConferenceThe number one issue facing businesses is a need to innovate. Innovationis fundamentally about learning and how to keep your rate of learning (as individuals and as organizations) greater than the rate of change and greater than your competition. We think (and research supports this) it is time for a “paradigm shift” in talent development and learning. The need for a strategic and systematic approach to talent development already is under way in many high-performing organizations. Are you ready for these sweeping, even disruptive trends? Participants will learn:
• The latest trends in learning and talent development facing organizations
• How to approach learning and talent development in a strategic and systematic way and develop five action steps to take back with the
the BOUNCE - Maximizing Your Career Trajectory - AICPA EDGE ConferenceTom Hood, CPA,CITP,CGMA
In a world of constant change and increasing complexity, the winners will be those who can keep their rate of learning faster than the rate of change, both as individuals and as organizations. Tom will explain why Business Learning Institute developed the “bounce” as an organizing framework to help develop a strategic and systematic approach to sustain increased and collective rate of learning. The Bounce is all about trajectory (direction), alignment & acceleration. Make sure you’re in the ballgame to win.
There is a fundamental path to success for every CPA, we call the bounce. It is the shift from mentor to mentee, from technician to leader that happens at the manager job level. It shifts the focus from task specific work to managing people and projects. This critical turning point is where BLI makes a difference. From our Leadership Academy (now being offered at the AICPA for a fifth year and in several State CPA Societies and custom Firm and Corporate programs to our portfolio of programs that develop the critical leadership competencies identified by the AICPA in their CPA Horizons 2025 Project.
The Bounce covers the career trajectory of professionals as they move from technical proficiency to managing people and projects and ultimately organizations. The bounce speaks to the change in direction from technical mastery to acquiring competencies to lead others and leading organizations. It is about velocity and trajectory as you shift direction to the need for more “success skills” as you move up n your career. The Bounce includes the latest research on competencies from the AICPA through the CPA Horizons 2025 Project and the CGMA Competency framework.
This presentation also includes survey results of the top issues facing young professionals and Tom's top tools for personal development.
For more information see our website http://www.blionline.org
What are the Top Competencies (Knowledge, Skills and Abilities) needed by CPAs, Accounting and Finance Professionals today?
The Business Learning Institute shares its latest research and correlates it with other leading global research (Conference Board, AICPA, CGMA, IFAC, CPA Canada, Burrus Research, Bersin by Deloitte). These skills were identified and then surveyed across over 1,000 finance and accounting professionals to identify the top five skills needed today.
In our survey work at the Business Learning Institute (http://www.blionline.org) we found that the top five skills ranked by survey respondents covered 75% or everyone's top five list, providing a great starting point for skills development and targeting in talent development.
1. Strategic and Critical Thinking
2. Communication
3. Anticipating and serving evolving needs
4. Inspiring and motivating others
5. Collaboration and mobilizing consensus
BLI also developed a framework, called The Bounce to describe the career trajectory of today's finance and accounting professional. The Bounce is the natural career trajectory for accounting and finance professionals. It talks about the process of acquiring technical mastery in the early career and beginning to supplement wit the critical skills (competencies) needed for long-term success. BLI has been leading the training and development of accounting and finance with these ‘success skills’ for eighteen years.
The Business Learning Institute (BLI) is the largest talent development and and learning provider to CPAs, accounting and finance professionals in the US. We bring our leading approach to ‘success skills’ and competency-based curriculums to the leading organizations, public companies and CPA firms all over North America.
State of Accounting for Linked-in Influencer Series #MyIndustry
Big Waves of Change, Oceans of Opportunity
These big waves of change are the result of a “perfect storm” of sorts -- the convergence of three “hard trends” of exponential technological innovation, the demographic shift as baby boomers retire, and globalization. Key challenges facing accounting and finance professionals are automation and digital transformation, succession and talent shortages, a “brain drain” as experienced people retire, business model changes, and the increasingly VUCA world (that’s volatility, uncertainty, complexity and ambiguity) in which we find ourselves.
Several recent studies (from WEF, Oxford, McKinsey and MIT) report that accounting, auditing and tax are among the occupations most at risk for complete automation within the next 20 years.
As a result, the accounting and finance profession is rapidly approaching what Andy Grove, retired CEO of Intel Corporation, described as a “strategic inflection point,” -- “a time in the life of a business when its fundamentals are about to change. That change can mean an opportunity to rise to new heights. But it may just as likely signal the beginning of the end.” This is where there are two major pathways: doing business as usual, or embracing and adapting to the new. At the moment these are fairly close together, but they will soon diverge into a growing gap between growth and success, or entropy and decline.
“You can’t stop the waves, but you can learn how to surf.” - Jon Kabat-Zinn
To take advantage of these oceans of opportunity, accounting and finance professionals will need to learn how to ride these big waves or risk being crushed by their frequency and force. The critical thing to know is that what got you here, won’t get you there. Business as usual simply won’t work.
Here are six ways to learn how to ride these big waves of change now and in the future:
1. Embrace digital: Learn how to elevate and accelerate your job using technology and to race with the machines, not against them.
2. Anticipate: Learn the critical competency of anticipation. Only those who constantly try to anticipate change will survive when change happens.
3. Collaborate: The collaboration curve is quickly replacing the experience curve. Who you know is replacing what you know.
4. Learning is the next competitive advantage: As Fast Company editor Robert Safian wrote, “the most important skill is the ability to acquire new skills.”
5. Protect the core: When everything is changing, it is important to know what should not change. Purpose and values for individuals and organizations should serve as that anchor or grounding.
6. Make time for the future. Your time and those of your people will be your number one challenge, and nothing will change if you are overwhelmed and too busy.
The hard trends are forming these big waves of disruption and change. Surf's Up - Are you ready?
Keynote for Beta Alpha Psi Atlantic Coast Regional Meeting
on March 18, 2016 in Towson, Maryland
What are the latest trends and issues facing accounting and business? What are the outlooks for careers in accounting, finance, information systems and business majors?
Tom Hood, CEO of the MACPA and Business Learning Institute covers this and career advice for accounting students in this inspirational keynote.
Has the pace of change changed leadership? Tom Hood will share the latest research that highlights how leadership is changing and what emerging leaders need to know now.
Tom draws on his experience designing and running the AICPA and MACPA Leadership Academies and recent custom developed partner development programs to share the critical competencies needed for leaders in today’s rapidly changing and complex environments.
How to Accelerate Growth, Innovation, and High Performance for CPAs, Account...Tom Hood, CPA,CITP,CGMA
The # 1 challenge facing CPAs, Accounting and Finance Professionals is 'not enough time' who creates the equivalent of a gravitational pull of the past when it comes to changing their mindsets and thinking. How will we go from a historical perspective to a more future-focused, from rearview mirror to windshield and from being reactive to proactive?
Our latest research from the Business Learning Institute sows the critical competencies that will make a difference have not changed in the past seven years. What has changed is the gravitational pull has gotten worse as we enter what Josh Bersin calls the age of the 'overwhelmed employee'.
What we need is a new approach to learning these critical competencies. A blended approach that uses nano-learning nuggets (very short 2-3 minute single-concept videos), rapid application templates to apply each concept to the business, and a series of job aids and performance support tools to turn the learning into immediate on the job application. This is our award-winning Anticipatory Organization learning system by Burrus Research. In about one third of the time as traditional CPE, CPAs and accounting and finance professionals can learn the critical competencies of:
Anticipation; Strategic Thinking; External Awareness; Vision; Continuous Learning; Innovation ;Creativity; Problem Solving; Prioritization; Business Acumen; Decisiveness; Influencing/Persuading; Emotional Intelligence; Consensus Building; Collaboration; Inspiration; Risk Management; and Communication.
The Anticipatory Organization can support an entire cultural shift for an organization or team with the added implementation guide and collaboration tools. See more at http://www.blionline.org/ao
Our new MBA Express is another option to create or add a series of critical success skills to your technical training portfolio in on-site, on-line and on-demand learning formats. http://blionline.org/featured/8-hour-mba/
We believe we need new approaches and new tools to break the pull of the past and the inertia from 'overwhelmed employees'. These exciting new learning formats are one step in this direction.
Accounting Today Editor, Daniel Hood said this after selecting the Anticipatory Organization as a Top Product for 2016 in the Learning Category, “Everyone keeps telling accountants that they need to change their focus from the historic and the backward-looking, and to start being proactive and offering future-focused advice – but no one tells them how. The beauty of the Anticipatory Organization program is that it actually gives you a set of tools to harness the hard trends that are shaping the future, and use them to create new value for your firm and your clients.”
Keynote for the AICPA Global Manufacturing ConferenceThe number one issue facing businesses is a need to innovate. Innovationis fundamentally about learning and how to keep your rate of learning (as individuals and as organizations) greater than the rate of change and greater than your competition. We think (and research supports this) it is time for a “paradigm shift” in talent development and learning. The need for a strategic and systematic approach to talent development already is under way in many high-performing organizations. Are you ready for these sweeping, even disruptive trends? Participants will learn:
• The latest trends in learning and talent development facing organizations
• How to approach learning and talent development in a strategic and systematic way and develop five action steps to take back with the
the BOUNCE - Maximizing Your Career Trajectory - AICPA EDGE ConferenceTom Hood, CPA,CITP,CGMA
In a world of constant change and increasing complexity, the winners will be those who can keep their rate of learning faster than the rate of change, both as individuals and as organizations. Tom will explain why Business Learning Institute developed the “bounce” as an organizing framework to help develop a strategic and systematic approach to sustain increased and collective rate of learning. The Bounce is all about trajectory (direction), alignment & acceleration. Make sure you’re in the ballgame to win.
There is a fundamental path to success for every CPA, we call the bounce. It is the shift from mentor to mentee, from technician to leader that happens at the manager job level. It shifts the focus from task specific work to managing people and projects. This critical turning point is where BLI makes a difference. From our Leadership Academy (now being offered at the AICPA for a fifth year and in several State CPA Societies and custom Firm and Corporate programs to our portfolio of programs that develop the critical leadership competencies identified by the AICPA in their CPA Horizons 2025 Project.
The Bounce covers the career trajectory of professionals as they move from technical proficiency to managing people and projects and ultimately organizations. The bounce speaks to the change in direction from technical mastery to acquiring competencies to lead others and leading organizations. It is about velocity and trajectory as you shift direction to the need for more “success skills” as you move up n your career. The Bounce includes the latest research on competencies from the AICPA through the CPA Horizons 2025 Project and the CGMA Competency framework.
This presentation also includes survey results of the top issues facing young professionals and Tom's top tools for personal development.
For more information see our website http://www.blionline.org
What are the Top Competencies (Knowledge, Skills and Abilities) needed by CPAs, Accounting and Finance Professionals today?
The Business Learning Institute shares its latest research and correlates it with other leading global research (Conference Board, AICPA, CGMA, IFAC, CPA Canada, Burrus Research, Bersin by Deloitte). These skills were identified and then surveyed across over 1,000 finance and accounting professionals to identify the top five skills needed today.
In our survey work at the Business Learning Institute (http://www.blionline.org) we found that the top five skills ranked by survey respondents covered 75% or everyone's top five list, providing a great starting point for skills development and targeting in talent development.
1. Strategic and Critical Thinking
2. Communication
3. Anticipating and serving evolving needs
4. Inspiring and motivating others
5. Collaboration and mobilizing consensus
BLI also developed a framework, called The Bounce to describe the career trajectory of today's finance and accounting professional. The Bounce is the natural career trajectory for accounting and finance professionals. It talks about the process of acquiring technical mastery in the early career and beginning to supplement wit the critical skills (competencies) needed for long-term success. BLI has been leading the training and development of accounting and finance with these ‘success skills’ for eighteen years.
The Business Learning Institute (BLI) is the largest talent development and and learning provider to CPAs, accounting and finance professionals in the US. We bring our leading approach to ‘success skills’ and competency-based curriculums to the leading organizations, public companies and CPA firms all over North America.
State of Accounting for Linked-in Influencer Series #MyIndustry
Big Waves of Change, Oceans of Opportunity
These big waves of change are the result of a “perfect storm” of sorts -- the convergence of three “hard trends” of exponential technological innovation, the demographic shift as baby boomers retire, and globalization. Key challenges facing accounting and finance professionals are automation and digital transformation, succession and talent shortages, a “brain drain” as experienced people retire, business model changes, and the increasingly VUCA world (that’s volatility, uncertainty, complexity and ambiguity) in which we find ourselves.
Several recent studies (from WEF, Oxford, McKinsey and MIT) report that accounting, auditing and tax are among the occupations most at risk for complete automation within the next 20 years.
As a result, the accounting and finance profession is rapidly approaching what Andy Grove, retired CEO of Intel Corporation, described as a “strategic inflection point,” -- “a time in the life of a business when its fundamentals are about to change. That change can mean an opportunity to rise to new heights. But it may just as likely signal the beginning of the end.” This is where there are two major pathways: doing business as usual, or embracing and adapting to the new. At the moment these are fairly close together, but they will soon diverge into a growing gap between growth and success, or entropy and decline.
“You can’t stop the waves, but you can learn how to surf.” - Jon Kabat-Zinn
To take advantage of these oceans of opportunity, accounting and finance professionals will need to learn how to ride these big waves or risk being crushed by their frequency and force. The critical thing to know is that what got you here, won’t get you there. Business as usual simply won’t work.
Here are six ways to learn how to ride these big waves of change now and in the future:
1. Embrace digital: Learn how to elevate and accelerate your job using technology and to race with the machines, not against them.
2. Anticipate: Learn the critical competency of anticipation. Only those who constantly try to anticipate change will survive when change happens.
3. Collaborate: The collaboration curve is quickly replacing the experience curve. Who you know is replacing what you know.
4. Learning is the next competitive advantage: As Fast Company editor Robert Safian wrote, “the most important skill is the ability to acquire new skills.”
5. Protect the core: When everything is changing, it is important to know what should not change. Purpose and values for individuals and organizations should serve as that anchor or grounding.
6. Make time for the future. Your time and those of your people will be your number one challenge, and nothing will change if you are overwhelmed and too busy.
The hard trends are forming these big waves of disruption and change. Surf's Up - Are you ready?
Keynote for Beta Alpha Psi Atlantic Coast Regional Meeting
on March 18, 2016 in Towson, Maryland
What are the latest trends and issues facing accounting and business? What are the outlooks for careers in accounting, finance, information systems and business majors?
Tom Hood, CEO of the MACPA and Business Learning Institute covers this and career advice for accounting students in this inspirational keynote.
Has the pace of change changed leadership? Tom Hood will share the latest research that highlights how leadership is changing and what emerging leaders need to know now.
Tom draws on his experience designing and running the AICPA and MACPA Leadership Academies and recent custom developed partner development programs to share the critical competencies needed for leaders in today’s rapidly changing and complex environments.
How to Accelerate Growth, Innovation, and High Performance for CPAs, Account...Tom Hood, CPA,CITP,CGMA
The # 1 challenge facing CPAs, Accounting and Finance Professionals is 'not enough time' who creates the equivalent of a gravitational pull of the past when it comes to changing their mindsets and thinking. How will we go from a historical perspective to a more future-focused, from rearview mirror to windshield and from being reactive to proactive?
Our latest research from the Business Learning Institute sows the critical competencies that will make a difference have not changed in the past seven years. What has changed is the gravitational pull has gotten worse as we enter what Josh Bersin calls the age of the 'overwhelmed employee'.
What we need is a new approach to learning these critical competencies. A blended approach that uses nano-learning nuggets (very short 2-3 minute single-concept videos), rapid application templates to apply each concept to the business, and a series of job aids and performance support tools to turn the learning into immediate on the job application. This is our award-winning Anticipatory Organization learning system by Burrus Research. In about one third of the time as traditional CPE, CPAs and accounting and finance professionals can learn the critical competencies of:
Anticipation; Strategic Thinking; External Awareness; Vision; Continuous Learning; Innovation ;Creativity; Problem Solving; Prioritization; Business Acumen; Decisiveness; Influencing/Persuading; Emotional Intelligence; Consensus Building; Collaboration; Inspiration; Risk Management; and Communication.
The Anticipatory Organization can support an entire cultural shift for an organization or team with the added implementation guide and collaboration tools. See more at http://www.blionline.org/ao
Our new MBA Express is another option to create or add a series of critical success skills to your technical training portfolio in on-site, on-line and on-demand learning formats. http://blionline.org/featured/8-hour-mba/
We believe we need new approaches and new tools to break the pull of the past and the inertia from 'overwhelmed employees'. These exciting new learning formats are one step in this direction.
Accounting Today Editor, Daniel Hood said this after selecting the Anticipatory Organization as a Top Product for 2016 in the Learning Category, “Everyone keeps telling accountants that they need to change their focus from the historic and the backward-looking, and to start being proactive and offering future-focused advice – but no one tells them how. The beauty of the Anticipatory Organization program is that it actually gives you a set of tools to harness the hard trends that are shaping the future, and use them to create new value for your firm and your clients.”
CFO’s Sharing: Is this possible to turn technology Capex to Opex for Growth ...Wendy Wan
Technological advances are disrupting the status quo and creating huge turbulence. Industries are converging, and new competitors emerging, at breakneck speed.
The role of the CFO is evolving. CFOs must aid in strategy development to pursue profitable growth by capitalizing technology.
How do the leading enterprise drive top-line growth and also bottom-line savings?
How will the new 3 Rs – Recession, Regulation, and Recovery – affect you and your profession? How can you keep up with the increasing rate of change and complexity facing the CPA profession?
This Professional Issues Update, presented by MACPA's Executive Director and CEO Tom Hood, will help you make sense of this new world by covering the major changes happening at the global, national, and state level with new legislation, regulation, and standards. Come hear the latest updates on GAAP codification, new tax legislation (federal & state), XBRL, IFRS, Fair Value, and more as we help you keep up with accounting. You will also get the latest updates and review changes in CPA licensing and regulation including CPA exam requirements, new CPE rules, and multistate practice issues.
MACPA CEO Tom Hood, voted second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time on the list) sees five fundamental shifts facing accounting now – Leadership, Learning, Technology, Generations and Workplace. In a world of rapid change and increasing complexity, the winners will be those individuals and organizations who can keep their L>C², their rate of learning must be greater than the rate of change and greater than their competition. Tom’s updates are always popular for CPAs and include the latest trends and issues the profession is facing locally, nationally, and globally.
In an effort to help our members be "future ready", MACPA has continued its tradition (since 2007) of holding four hour comprehensive professional issues updates for FREE all across the state of Maryland. Tom Hood, CPA, CITP, CGMA leads these engaging and participative sessions and covers the fast changing landscape of the accounting and CPA Profession. This year we added special guest from AICPA PCPS to discuss more resources for CPA firms and a special discussion of the AICPA-CIMA Joint Venture and the CGMA designation. Also included is the groundbreaking new learning system The Anticipatory Organization: Accounting and Finance Edition from Dan Burrus and customized with a group of accounting and finance professionals convened by MACPA and BLI.
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...Tom Hood, CPA,CITP,CGMA
Presentation at the Winning is Everything Conference on January 16, 2014 in Las Vegas.
In a period of rapid change and increasing complexity, the winners will be those who can keep their rate of learning greater than the rate of change and greater than their competition or their L > C.
It's time to reimagine the CPA profession around the concepts of talent development and learning. New skills, new ways of learning, and new thinking. The need for a strategic and systematic approach to talent development is already underway in many high-performing organizations. Are you ready for these sweeping, even disruptive trends?
Can you hear the shift change whistle? Because today the whistle is blowing for the accounting profession. The shift change is the transfer of the retiring baby boomers to the next generation of leaders that will be taking the helm in the next few years. Except this time it is not the same as the shipyard. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. This time it's different.
Special student presentation on a career in accounting and the job outlook for becoming a CPA.
MACPA CEO Tom Hood, voted second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time on the list) sees five fundamental shifts facing accounting now – Leadership, Learning, Technology, Generations and Workplace. In a world of rapid change and increasing complexity, the winners will be those individuals and organizations who can keep their L>C², their rate of learning must be greater than the rate of change and greater than their competition. Tom’s updates are always popular for CPAs and include the latest trends and issues the profession is facing locally, nationally, and globally.
Keynote Presentation to CPA America Int'l in Portland, OR in September, 2014.
In a period of rapid change and increasing complexity, the winners will be those who can keep their rate of learning greater than the rate of change and greater than their competition or their L > C.
It's time to reimagine the CPA profession around the concepts of talent development and learning. New skills, new ways of learning, and new thinking. The need for a strategic and systematic approach to talent development is already underway in many high-performing organizations. Are you ready for these sweeping, even disruptive trends?
This presentation covers the latest trends and what we see as "next" practices emerging and how we, at the Business Learning Institute, are working to help CPA firms, corporations, government, and nonprofits with a new approach to talent development and learning designed to get two things: (1) business results and (2) engaged employees who are willing to give you their discretionary efforts!
State of Accounting: A Clarion Call for CPAs and Accountants to Get out of th...Tom Hood, CPA,CITP,CGMA
Are you future ready? Do you have the skills to deal with the disruptive forces at work in the market today?
A recent study by Oxford put the accounting and auditing profession at a 94% disruption by technology. In addition the profession is facing the massive “shift change” as a new generation begins to take the reigns from the retiring baby boomers.
Major shifts in leadership, learning, technology, generations, and the workplace are underway. Except this time it is different. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. The cause of the shift change is the rapidly changing and complex hyper-competitive environment which has become the new normal.
The key to managing this shift change is a very simple, but very big idea – develop your talent and Keep your L>C.
Tom Hood shares his perspective on how the profession is responding and what you should be thinking about to position yourself for these changes ahead. As the second most influential person in the CPA Profession, Tom was involved in creating a vision for CPAs into the year 2025. That vision talks about how accounting professionals can move up the value chain and the skills you will need to grow and avoid disruption. Tom will share the latest research and real world experience with his work at the Business Learning Institute. Participants will learn about the latest trends and techniques to navigate this “shift change” as leaders of organizations and as individuals.
Tom also introduces the latest research from the Business Learning Institute about the "missing competency" of anticipation and the related "future ready" skills needed by CFOs, Controllers, CPAs, and accounting and finance professionals.
Their new innovative e-learning program on creating the anticipatory organization can be found here http://www.blionline.org/ao
This presentation was made at the Sage Summit 2015 in New Orleans, LA.
Can you hear the shift change whistle? Because today the whistle is blowing for the accounting profession. The shift change is the transfer of the retiring baby boomers to the next generation of leaders that will be taking the helm in the next few years. Except this time it is not the same as the shipyard. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. This time it is different.
The shift change is different in five fundamental areas that are radically changing:
1. Technology - hyper-connected, mobile, social, cloud, and big data.
2. Generations - Generation gap, generation lap, and 2 for 1 (Boomers to Xers).
3. Workplace - Work is no longer a place we go, but what we do - open, collaborative, and flexible.
4. Leadership - A recent Harvard Business Publishing study found only 32% of business leaders believe that their organizations have the right leadership to achieve their strategic goals and cope with the current business environment.
5. Learning - L>C, flipped classrooms, participation and engagement are the new normal.
The cause of the shift change is the rapidly changing and complex hyper-competitive environment which has become the new normal. The key to managing this shift change is a very simple, but very big idea - develop your talent and Keep your L>C.
The winners of this shift change will be those who can keep their rate of learning greater than the rate of change and greater than their competition. This is true for the organizations as well as individuals. The secret to talent development and L>C is in the 4 C's - Competencies, Career Path, Curriculum, and Cloud Learning.
The #1 reason clients leave their CPAs is that they are receiving service instead of proactive advice. Tom will show how firms are exploring new value added services and position their practices for success in a rapidly changing world. He will discuss the major "shift change" and the trends shaping business today and give participants a framework to provide more proactive services and strategic advice and a plan to get started. But these services require new skills and approaches which is a big opportunity for firm HR and Learning Leaders.
Presentation to AGN International in San Diego #NARM16 for Managing Partners in MAP Track
MACPA Spring 2016 Professional Issues Update - Business & Industry EditionTom Hood, CPA,CITP,CGMA
What are the latest trends and issues facing the CPA profession? What is the future of finance and accounting in an age of exponential change? What is the future of the profession and what is the MACPA doing about it?
Tom Hood, the second most influential person in the CPA Profession and CEO of the Maryland Association of CPAs attempts to answer these questions and offer his perspective in this special update for MACPA members only focusing on CPAs in business industry, government and NFP.
Presentation on CPAs in Second Life covering generational trends and trends in edcucation and learning. Includes real examples of programs and activities hosted on CPA Island - first CPA Association to build a presence on Second Life
MACPA Annual Meeting and Town Hall Professional Issues Update took place on June 18, 2015 at JHU in Rockville, MD. With a love audience of 165+ and another 200 via webcast it set a new record.
This includes the polls held during the session that identified the demographics, top challenges, and other key information from the membership.
The real danger is not in failure but mediocrity. What separates the best firms from the average firms? What are the critical success factors used in the largest CPA firms that can make even the small firm thrive in this chaotic environment? You will learn about the five R's ROA (return on attention), ROL (learning), ROC (culture) and ROI, ROP (Return on People) and how you can apply them to your firm.
This is preso on High Performance CPA Firms presented on Nov 5 & 6, 2012 at the CCH User Conference
Barna encendida - Evento de Marketing Digital de SiteGround - José Ramón PadrónSiteGround España
SiteGround reúne a partners, clientes, amigos y miembros de las comunidades de los CMS Open Source más populares para hablar de marketing digital y aprender nuevas formas de impulsar nuestros negocios hacia el siguiente nivel. Con nuestro encuentro “Barna encendida” queremos mostrar nuestro compromiso con las personas que confían en Open Source para sus proyectos, poniendo a su alcance los conocimientos y experiencia de algunos de los mejores expertos en CMS´s de España para conducir sus ideas hacia el éxito. El evento fomenta el uso de técnicas de marketing digital, aplicadas a casos específicos de compañías de diseño, desarrollo web y freelancers que usan CMS´s como WordPress, Drupal o Joomla, entre otros, para obtener los mejores resultados. Los expertos abordarán la optimización de recursos, estrategia e información muy valiosa directamente enfocada a la búsqueda del resultado.
SiteGround es una compañía de Web Hosting especializada en CMS´s y en e-commerce que soporta proyectos de Open Source con mucho cariño. Facilitamos a nuestros clientes y partners que usan WordPress, Joomla, Magento, Drupal u otro CMS servicios especializados para sus proyectos y software, velocidad web inigualable, seguridad top y el soporte 24h en español de mayor calidad del mercado.
José Ramón Padrón es el Country Manager de SiteGround en España (siteground.es) y está particularmente enganchado a la filosofía única que les caracteriza y que mezcla pasión, trabajo, diversión y devoción por empleados y clientes. Apasionado de la atención al cliente y las ventas desde hace dieciséis años, centrado en los sectores del hosting y open source en España y LatAm.
CFO’s Sharing: Is this possible to turn technology Capex to Opex for Growth ...Wendy Wan
Technological advances are disrupting the status quo and creating huge turbulence. Industries are converging, and new competitors emerging, at breakneck speed.
The role of the CFO is evolving. CFOs must aid in strategy development to pursue profitable growth by capitalizing technology.
How do the leading enterprise drive top-line growth and also bottom-line savings?
How will the new 3 Rs – Recession, Regulation, and Recovery – affect you and your profession? How can you keep up with the increasing rate of change and complexity facing the CPA profession?
This Professional Issues Update, presented by MACPA's Executive Director and CEO Tom Hood, will help you make sense of this new world by covering the major changes happening at the global, national, and state level with new legislation, regulation, and standards. Come hear the latest updates on GAAP codification, new tax legislation (federal & state), XBRL, IFRS, Fair Value, and more as we help you keep up with accounting. You will also get the latest updates and review changes in CPA licensing and regulation including CPA exam requirements, new CPE rules, and multistate practice issues.
MACPA CEO Tom Hood, voted second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time on the list) sees five fundamental shifts facing accounting now – Leadership, Learning, Technology, Generations and Workplace. In a world of rapid change and increasing complexity, the winners will be those individuals and organizations who can keep their L>C², their rate of learning must be greater than the rate of change and greater than their competition. Tom’s updates are always popular for CPAs and include the latest trends and issues the profession is facing locally, nationally, and globally.
In an effort to help our members be "future ready", MACPA has continued its tradition (since 2007) of holding four hour comprehensive professional issues updates for FREE all across the state of Maryland. Tom Hood, CPA, CITP, CGMA leads these engaging and participative sessions and covers the fast changing landscape of the accounting and CPA Profession. This year we added special guest from AICPA PCPS to discuss more resources for CPA firms and a special discussion of the AICPA-CIMA Joint Venture and the CGMA designation. Also included is the groundbreaking new learning system The Anticipatory Organization: Accounting and Finance Edition from Dan Burrus and customized with a group of accounting and finance professionals convened by MACPA and BLI.
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...Tom Hood, CPA,CITP,CGMA
Presentation at the Winning is Everything Conference on January 16, 2014 in Las Vegas.
In a period of rapid change and increasing complexity, the winners will be those who can keep their rate of learning greater than the rate of change and greater than their competition or their L > C.
It's time to reimagine the CPA profession around the concepts of talent development and learning. New skills, new ways of learning, and new thinking. The need for a strategic and systematic approach to talent development is already underway in many high-performing organizations. Are you ready for these sweeping, even disruptive trends?
Can you hear the shift change whistle? Because today the whistle is blowing for the accounting profession. The shift change is the transfer of the retiring baby boomers to the next generation of leaders that will be taking the helm in the next few years. Except this time it is not the same as the shipyard. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. This time it's different.
Special student presentation on a career in accounting and the job outlook for becoming a CPA.
MACPA CEO Tom Hood, voted second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time on the list) sees five fundamental shifts facing accounting now – Leadership, Learning, Technology, Generations and Workplace. In a world of rapid change and increasing complexity, the winners will be those individuals and organizations who can keep their L>C², their rate of learning must be greater than the rate of change and greater than their competition. Tom’s updates are always popular for CPAs and include the latest trends and issues the profession is facing locally, nationally, and globally.
Keynote Presentation to CPA America Int'l in Portland, OR in September, 2014.
In a period of rapid change and increasing complexity, the winners will be those who can keep their rate of learning greater than the rate of change and greater than their competition or their L > C.
It's time to reimagine the CPA profession around the concepts of talent development and learning. New skills, new ways of learning, and new thinking. The need for a strategic and systematic approach to talent development is already underway in many high-performing organizations. Are you ready for these sweeping, even disruptive trends?
This presentation covers the latest trends and what we see as "next" practices emerging and how we, at the Business Learning Institute, are working to help CPA firms, corporations, government, and nonprofits with a new approach to talent development and learning designed to get two things: (1) business results and (2) engaged employees who are willing to give you their discretionary efforts!
State of Accounting: A Clarion Call for CPAs and Accountants to Get out of th...Tom Hood, CPA,CITP,CGMA
Are you future ready? Do you have the skills to deal with the disruptive forces at work in the market today?
A recent study by Oxford put the accounting and auditing profession at a 94% disruption by technology. In addition the profession is facing the massive “shift change” as a new generation begins to take the reigns from the retiring baby boomers.
Major shifts in leadership, learning, technology, generations, and the workplace are underway. Except this time it is different. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. The cause of the shift change is the rapidly changing and complex hyper-competitive environment which has become the new normal.
The key to managing this shift change is a very simple, but very big idea – develop your talent and Keep your L>C.
Tom Hood shares his perspective on how the profession is responding and what you should be thinking about to position yourself for these changes ahead. As the second most influential person in the CPA Profession, Tom was involved in creating a vision for CPAs into the year 2025. That vision talks about how accounting professionals can move up the value chain and the skills you will need to grow and avoid disruption. Tom will share the latest research and real world experience with his work at the Business Learning Institute. Participants will learn about the latest trends and techniques to navigate this “shift change” as leaders of organizations and as individuals.
Tom also introduces the latest research from the Business Learning Institute about the "missing competency" of anticipation and the related "future ready" skills needed by CFOs, Controllers, CPAs, and accounting and finance professionals.
Their new innovative e-learning program on creating the anticipatory organization can be found here http://www.blionline.org/ao
This presentation was made at the Sage Summit 2015 in New Orleans, LA.
Can you hear the shift change whistle? Because today the whistle is blowing for the accounting profession. The shift change is the transfer of the retiring baby boomers to the next generation of leaders that will be taking the helm in the next few years. Except this time it is not the same as the shipyard. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. This time it is different.
The shift change is different in five fundamental areas that are radically changing:
1. Technology - hyper-connected, mobile, social, cloud, and big data.
2. Generations - Generation gap, generation lap, and 2 for 1 (Boomers to Xers).
3. Workplace - Work is no longer a place we go, but what we do - open, collaborative, and flexible.
4. Leadership - A recent Harvard Business Publishing study found only 32% of business leaders believe that their organizations have the right leadership to achieve their strategic goals and cope with the current business environment.
5. Learning - L>C, flipped classrooms, participation and engagement are the new normal.
The cause of the shift change is the rapidly changing and complex hyper-competitive environment which has become the new normal. The key to managing this shift change is a very simple, but very big idea - develop your talent and Keep your L>C.
The winners of this shift change will be those who can keep their rate of learning greater than the rate of change and greater than their competition. This is true for the organizations as well as individuals. The secret to talent development and L>C is in the 4 C's - Competencies, Career Path, Curriculum, and Cloud Learning.
The #1 reason clients leave their CPAs is that they are receiving service instead of proactive advice. Tom will show how firms are exploring new value added services and position their practices for success in a rapidly changing world. He will discuss the major "shift change" and the trends shaping business today and give participants a framework to provide more proactive services and strategic advice and a plan to get started. But these services require new skills and approaches which is a big opportunity for firm HR and Learning Leaders.
Presentation to AGN International in San Diego #NARM16 for Managing Partners in MAP Track
MACPA Spring 2016 Professional Issues Update - Business & Industry EditionTom Hood, CPA,CITP,CGMA
What are the latest trends and issues facing the CPA profession? What is the future of finance and accounting in an age of exponential change? What is the future of the profession and what is the MACPA doing about it?
Tom Hood, the second most influential person in the CPA Profession and CEO of the Maryland Association of CPAs attempts to answer these questions and offer his perspective in this special update for MACPA members only focusing on CPAs in business industry, government and NFP.
Presentation on CPAs in Second Life covering generational trends and trends in edcucation and learning. Includes real examples of programs and activities hosted on CPA Island - first CPA Association to build a presence on Second Life
MACPA Annual Meeting and Town Hall Professional Issues Update took place on June 18, 2015 at JHU in Rockville, MD. With a love audience of 165+ and another 200 via webcast it set a new record.
This includes the polls held during the session that identified the demographics, top challenges, and other key information from the membership.
The real danger is not in failure but mediocrity. What separates the best firms from the average firms? What are the critical success factors used in the largest CPA firms that can make even the small firm thrive in this chaotic environment? You will learn about the five R's ROA (return on attention), ROL (learning), ROC (culture) and ROI, ROP (Return on People) and how you can apply them to your firm.
This is preso on High Performance CPA Firms presented on Nov 5 & 6, 2012 at the CCH User Conference
Barna encendida - Evento de Marketing Digital de SiteGround - José Ramón PadrónSiteGround España
SiteGround reúne a partners, clientes, amigos y miembros de las comunidades de los CMS Open Source más populares para hablar de marketing digital y aprender nuevas formas de impulsar nuestros negocios hacia el siguiente nivel. Con nuestro encuentro “Barna encendida” queremos mostrar nuestro compromiso con las personas que confían en Open Source para sus proyectos, poniendo a su alcance los conocimientos y experiencia de algunos de los mejores expertos en CMS´s de España para conducir sus ideas hacia el éxito. El evento fomenta el uso de técnicas de marketing digital, aplicadas a casos específicos de compañías de diseño, desarrollo web y freelancers que usan CMS´s como WordPress, Drupal o Joomla, entre otros, para obtener los mejores resultados. Los expertos abordarán la optimización de recursos, estrategia e información muy valiosa directamente enfocada a la búsqueda del resultado.
SiteGround es una compañía de Web Hosting especializada en CMS´s y en e-commerce que soporta proyectos de Open Source con mucho cariño. Facilitamos a nuestros clientes y partners que usan WordPress, Joomla, Magento, Drupal u otro CMS servicios especializados para sus proyectos y software, velocidad web inigualable, seguridad top y el soporte 24h en español de mayor calidad del mercado.
José Ramón Padrón es el Country Manager de SiteGround en España (siteground.es) y está particularmente enganchado a la filosofía única que les caracteriza y que mezcla pasión, trabajo, diversión y devoción por empleados y clientes. Apasionado de la atención al cliente y las ventas desde hace dieciséis años, centrado en los sectores del hosting y open source en España y LatAm.
Dynamic Faces - Analyzing Data with a FaceExcel Effects
Dynamic Faces is a software app that enables you to visually analyze data through a face. It utilizes creative analytics and spreadsheet technologies to convert graphics into analytical charts.
Leveraging Social Media. Some new stuff...thinking differentlyLee Yount
I had the opportunity to speak at the Charlotte Chapter of the ADJA on 11/16/2010. We discussed Leveraging Social Media, in the events and entertainment arena, specifically Disk Jockeys.
Social Collaboration: Opportunities, Best Practices and the FutureStefanie Heyduck
A presentation on IBM's point of view in social collaboration, social business, transformation of the workplace and how business should leverage the power of social to create new opportunities. I show some best in class examples and close with some impulses on where digital transformation be five years from now.
Primer for Accounting Students on how CPAs are using social media to connect, collaborate, learn, and establish themselves as thought leaders.
Using examples from across the CPA Profession and business, Tom Hood provides guidance on tools, techniques, and people worth following.
Keynote for the Boomer Technology Summit 2014. The Shift Change describes the five major "shifts" business is making in response to the perfect storm of the three mega-trends - technology, demographics, globalization.
Using the two-curves framework from the Institute for the Future as inspiration, Tom has applied the transformational change to the signals and trends happening in the marketplace today.
The challenge is to determine if and when you should lead your organization through the shift change, keeping in mind the risk of doing nothing or the RONI - return on not investing.
The key to thriving during the shift change is ROP - return on people and the #1 skill needed is collaboration.
In order to get your ROP, you need a systematic and strategic approach to your talent development which is exemplified in a training framework from the Business Learning Institute called the Bounce.
The Bounce covers the career trajectory of professionals as they move from technical proficiency to managing people and projects and ultimately organizations. The bounce speaks to the change in direction from technical mastery to acquiring competencies to lead others and leading organizations. It is about velocity and trajectory as you shift direction to the need for more “success skills” as you move up n your career. The Bounce includes the latest research on competencies from the AICPA through the CPA Horizons 2025 Project and the CGMA Competency framework.
It concludes with the five ways to thrive in the shift change: 1) Purpose and Vision, People, Collaboration and Engagement, Strategy & Alignment, Technology and RONI.
For more information contact BLI http://www.blionline.org
VUCA Stands for Volatility, Uncertainty, Complexity and Ambiguity and often used to describe the new normal of today's business environment. The CPA Vision Project in 1998 identified many of these changes - this presentation talks about "now what"?
What changes to leadership and strategy have come from this VUCA world and what are accounting and finance leaders supposed to do. Collaboration combined with new skills is the answer.
Can you hear the shift change whistle? Because today the whistle is blowing for the accounting profession. The shift change is the transfer of the retiring baby boomers to the next generation of leaders who will be taking the helm in the next few years. Except this time it is not the same as the shipyard. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. This time it is different. The cause of the shift change is the rapidly changing and complex hypercompetitive environment that has become the new normal. Tom uses research and extensive experience working with accounting firms to talk about the five fundamental shifts in play, leadership, learning, technology, generations, and the workplace, and what accounting leaders need to know to successfully navigate these changes.
From Microfilm to Big Data - How Can One Brain Handle This Much Change Withou...John Mancini
How is Digital Disruption changing the role of Information in our organizations? How do we shift the focus from the "T"(technology) in IT to the "I" (information)?
Microblogging is synonymous with twitter, or at least it seems that way. In reality Facebook and many other social networking environments have adopted this communication paradigm extremely successfully.
The question really is how does this play in the enterprise space? Ian McNairn will discuss how IBM has adapted to this social computing phenomenon and exploits it internally extensively.
He will look at some of the reasons behind the exponential growth in activity as well as the tools and clients being used both within and outside IBM.
A recent study by Oxford put the accounting and auditing profession at a 94% disruption by technology. In addition the profession is facing the massive “shift change” as a new generation begins to take the reigns from the retiring baby boomers. Major shifts in leadership, learning, technology, generations, and the workplace are underway. Except this time it is different. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. The cause of the shift change is the rapidly changing and complex hyper-competitive environment which has become the new normal. The key to managing this shift change is a very simple, but very big idea – develop your talent and Keep your L>C. Tom Hood shares his perspective on how the profession is responding and what you should be thinking about to position yourself for these changes ahead. As the second most influential person in the CPA Profession, Tom was involved in creating a vision for CPAs into the year 2025. That vision talks about how accounting professionals can move up the value chain and the skills you will need to grow and avoid disruption. Tom will share the latest research and real world experience with his work at the Business Learning Institute. Participants will learn about the latest trends and techniques to navigate this “shift change” as leaders of organizations and as individuals.
How Should Organizations Take Advantage of the Growing On-Demand “Gig-Economy?"Smart ERP Solutions, Inc.
Today’s workforce features increasingly flexible work situations while, also dealing with a shortage of timely needed skills. The current competitive landscape continues to demand more contingent workers, freelancers, contractors, and several other types of specialized on-demand “gig” workers.
These are the slides from SmartERP's webinar presented by the author of Thriving In The Gig Economy, Marion McGovern and Hans Bukow, Chief Strategy Office, SmartERP. In this webinar attendees will learn more about how to operate with emerging independent talent marketplaces. Our speakers also discuss capitalizing on the strategic use of high-value, skilled, contingent workers, how to procure, onboard, and manage them, while reducing risk and avoiding compliance issues for your organization.
How Should Organizations Take Advantage of the Growing On-Demand “Gig-Economy”?Smart ERP Solutions, Inc.
Slides from the webinar
Description:
Today’s workforce features increasingly flexible work situations, while also dealing with a shortage of timely needed skills. The current competitive landscape continues to demand more contingent workers, freelancers, contractors, and several other types of specialized on-demand “gig” workers.
SmartERP invites you to How Should Organizations Take Advantage of the Growing On-Demand “Gig-Economy,” presented by the author of Thriving In The Gig Economy, Marion McGovern. In this webinar attendees will learn more about how to operate with emerging independent talent marketplaces. We’ll also discuss capitalizing on the strategic use of high-value, skilled, contingent workers, how to procure, onboard, and manage them, while reducing risk and avoiding compliance issues for your organization.
Slides and content from LinkedIn's TechConnect London event which was held on November 6th 2014 at Ham Yard Hotel, London.
Speakers included:
Bryan Glick, Editor-in-Chief, ComputerWeekly
Sumeet Vermani, Head of Paid and Earned Media, EMEA, Symantec
Nicholas Spyer, Seniore Director and GM EMEA, Social.com
Simon Morris, Director of Demand Marketing, Adobe
Are you ready for the Fast Future?
We have entered a period of exponential change. Recent research from the AICPA says that the business environment for CPAs and their clients will be characterized by “unprecedented, massive and highly accelerated change” through 2025. To thrive in this new age of hyper-change and growing uncertainty, it is now an imperative to learn a new competency–how to accurately anticipate the future. This session will show how to anticipate these trends and move from being a crisis manager to an opportunity manager. At the end of the session participants will set actionable steps to elevate and accelerate their organization’s strategy.
Presentation at the Wolters Kluwer CCH Users Conference in Las Vegas
With talent recruitment and retention topping the list of issues facing CPA Firms along with partner alignment and succession planning issues, the stakes have never been higher for CPA Firms in their recruitment and retention strategies. BLI just announced the 'magnetic firm' framework and the 'big four' ways for firms to become talent magnets.
This presentation has the latest scores on the magnetic firm index which is averaging 67% or a D+ across CPA Firms.
The four categories for a magnetic firm are:
1) Purpose driven workplace
2) Culture of growth (Career Development)
3) Inspiring workplace – flexible and inclusive
4) Great leadership – trust & transparent
Visit us at www.blionline.org
Future of Learning - innovative new learning formats for accounting and finan...Tom Hood, CPA,CITP,CGMA
MACPA and the Business Learning Institute release the first nano-learning course for CPAs, accounting and finance professionals that meets the new CPE standards.
NASBA and the AICPA approved the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards) effective September 1, 2016. Among the most significant changes to the Standards is the addition of two new instructional delivery methods: nano learning and blended learning.
The Maryland Association of CPAs and its Business Learning Institute believe that Learning is THE only competitive advantage in this rapidly changing world. They have been on the forefront of learning for the past ten years. Since passing nano-learning in 2015 at the Maryland State Board of Public Accounting, they have been integrating new formats of learning to make learning continuous, engaging and ultimately transformative. The Anticipatory Organization: Accounting and Finance Edition is THE First nano-learning program in North America for accounting and finance professionals. Winner of the Accounting Today 2016 Product of the Year in the learning category. This program combines nano learning format (three to four minute single concept videos) with rapid application exercises to accelerate learning of complex competencies in less times than traditional CPE / CPD programs.
MACPA and its Business Learning Institute have pioneered new methods of learning including second life (CPA Island), remote collaboration via the ThinkTank platform, participation engagement via conferences.io and their #MBSN Management by Sticky Notes collaboration process.
Here are five ways we are changing up learning:
Social;
Mobile / nano, or “Just When You Need It” learning;
Cloud: In what we call the four Cs of talent development, the AICPA Navigator allows us to offer Competencies, Career Path, and a Curriculum on a Cloud-based learning platform that allows firms and companies to move their talent development to a strategic and systematic approach;
Collaborative: MBSN (Management By Sticky Notes), Conferences.io, and the ThinkTank Collaboration platform are highly engaging ways of increasing learning through involvement (see our post on LinkedIn);
Competency-based learning: With our Bounce framework (which maps BLI programs to the new CGMA Competency framework) and our new program to develop a special self-directed action learning program to build a competency around anticipation and strategic thinking.
Impact of Firm Wide Adoption - The Anticipatory Organization Accounting and F...Tom Hood, CPA,CITP,CGMA
This is the first accelerated learning system for accounting and finance professionals featuring nano-learning and rapid application tools. The Business Learning Institute and the Maryland Association of CPAs customized the learning system with a co-creation group working with Daniel Burrus. Accounting Today Magazine recognized this learning system as a 2016 Top Product in Learning.
This presentation covers the experience of firm-wide adoption of the Anticipatory Organization: Accounting and Finance Edition at several major organizations with focus on the first firm to adopt this for their entire firm. Joey Havens, Executive Partner of HORNE, LLP a Top 50 CPA Firm outlines the reasons he made the AOAF learning system a cornerstone of his Growth Mindset and implemented it across his entire workforce of almost 400 people. he also explains why he thinks an "anticipatory skill set is essential for today's accounting and finance professionals.
The Anticipatory Organization™ Model, created and developed by Daniel Burrus of Burrus Research, Inc., has changed how many of the world’s most successful businesses plan their future and accelerate growth. Now, Daniel Burrus is bringing what he calls the greatest missing competency – the ability to anticipate change – to CPAs, CFOs, controllers and management accountants. This model represents a new way of thinking, planning, and acting – a paradigm shift that’s required in a world of accelerating change, competition, and uncertainty.
This innovative learning system will jump start your ability to anticipate and learn critical competencies like strategic thinking, external awareness, vision, continuous learning, innovation, creativity, problem solving, prioritization, business acumen, decisiveness, influencing/persuading, emotional intelligence, consensus building, collaboration, inspiration, risk management, and immediately apply it to your own situation at work.
For more information visit our website http://www.blionline.org/ao
What do next generation leaders say they need to be 'future ready'? This report is from 200+ next generation leaders attending the #AICPA_EDGE Conference in Las Vegas in August, 2016.
Next Gen leaders will be called to lead in a different environment than many leaders of the past. These times of exponential change will require a different skill set. They will be leading in transformational and adaptive times which require new skills and new practices.
This report highlights top challenges, top skills, insights from the session and more.
These polls were integrated during a presentation on "The Future Ready CPA" where we covered the 5 C's - Context, Certainty, Capacity, Competency, and Core Purpose & Values.
We are living in “exponential times” where the size, scale and scope of change is incredible. That means there are incredible opportunities for those who can see through the fog of uncertainty and anticipate what’s next. The biggest opportunity is to harness the wisdom of our older generations with the fresh perspectives of the tech-savvy younger generations. The next generation of leaders is enthusiastically ready to have a seat at the table. The future is not created; the future is co- created. Let’s get to work!
“Everyone keeps telling accountants that they need to change their focus from the historic and the backward-looking, and to start being proactive and offering future-focused advice – but no one tells them how. The beauty of the Anticipatory Organization program is that it actually gives you a set of tools to harness the hard trends that are shaping the future, and use them to create new value for your firm and your clients.” - Daniel Hood, Editor-in-Chief of Accounting Today (when recognizing AOAF as a 2016 Top Product in Learning
The competency of “anticipation” actually includes a number of competencies included in many of the top companies of today.
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 top five skills and competencies identified for CPAs, accounting and finance professionals are:
1. Strategic and critical thinking;
2. Communication;
3. Anticipating and serving evolving needs;
4. Inspiring and motivating others;
5. Collaboration and mobilizing consensus
The beauty of the Anticipatory Organization model is that it offers a clear process that makes highly-abstract leadership competencies attainable and trainable. Using nano-leanring in very short 3-4 minute single concept videos (imagine a series of shirt Ted Talks) with rapid application exercises to immediately apply the concepts to the job, and visual job aids to reinforce and remember the learning. Add a team implementation and collaboration guide and you can create a shared language and culture of being anticipatory and proactive.
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.
For more information visit www.blionline.org/ao or contact Tom Hood tom@blionline.org
Will your firm thrive or just survive? Anticipation - The critical competency...Tom Hood, CPA,CITP,CGMA
Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Research from the Business Learning Institute identified the Top 5 Competencies for CPAs, accounting and financial professionals as:
1. Strategic & Critical Thinking
2. Communication
3. Anticipating and serving evolving needs
4. Inspiring and motivating others
5. Collaboration and mobilizing consensus
In addition, research from CPA.COM shows that only 8% of CPAs are future ready. Future Ready is the Is the capacity to be ANTICIPATORY (aware, predictive and adaptive) of emerging technology and trends in business, demographics, and the social environment impacting your organization and industry.
Together this group of skills and competencies have been researched with a leading global futurist who has put together an innovative learning system, the Anticipatory Organization: Accounting and Finance Edition which is being used to transform firm cultures to build and enhance proactive business advisor skills.
Most of us wish we had the power to predict future trends, and would benefit by learning tactics to do so. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Joey Havens, Executive Partner at Horne, LLP (A top 50 CPA Firm) discusses how he has used the Anticipatory Organization as a foundational learning system throughout his firm. He is requiring his whole firm of 400+ professionals to take this and running collaboration sessions by practice areas to create group learning and a shared language around anticipatory thinking that is being applied inside the firm and outside with clients.
This presentation is from the July 20th, 2016 webcast by CPA.COM. CPA.com President and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, HORNE LLP executive partner Joey Havens and the CEO of the Maryland Association of CPAs and the Business Learning Institute, Tom Hood.
For more information http://www.blionline.org/ao
You will learn:
Why anticipation is the critical competency for today's accounting and finance professionals
The difference between hard trends and soft trends
Why it is important to identify trend types
Use cases of how these skills are being used in the profession
How this learning system can be used as a foundational skill set to help CPAs and accounting professionals be more proactive business advisors.
It May be Time to Reinvent Your Firm - CPAFMA National Practice Management Co...Tom Hood, CPA,CITP,CGMA
What is the accounting professionals' role in creating a culture of innovation? How are CPA Firms innovating? Reinventing themselves? Creating magnetic cultures?
Studies are showing a growing expectation for accounting professionals to lead these initiatives. In this session we will discuss tactics to foster innovation in your firms, technology's role and advising clients to do the same through tools you provide.
This session covers the latest research from the Business Learning Institute (BLI) about what it takes to create a magnetic firm culture and scores the latest issues facing CPA firms, top skills needed, and an innovation index.
From a session at the CPAFMA National Practice Management Conference in Baltimore in 2016.
For more information see www.blionline.org
Recent research says that the business environment for CPAs and their clients will be characterized by “unprecedented, massive and highly accelerated change” through 2025. To thrive in this new age of hyper-change and growing uncertainty, it is now an imperative to learn a new competency--how to accurately anticipate the future. The key to success in this fast-changing environment is to learn how to move from being reactive to proactive and flip from crisis manager to an opportunity manager. Tom will show how to explore new value added services and position their practices for success in a rapidly changing world.
Recent research from the AICPA says that the business environment for CPAs and their clients will be characterized by “unprecedented, massive and highly accelerated change” through 2025. To thrive in this new age of hyper-change and growing uncertainty, it is now an imperative to learn a new competency–how to accurately anticipate the future. This session will show how to anticipate these trends and move from being a crisis manager to an opportunity manager. At the end of the session participants will set actionable steps to elevate and accelerate their organization’s strategy.
VUCA stands for Volatility, Uncertainty, Complexity and Ambiguity and describes the fast-arriving future we are living in. This inspirational session will talk about how leadership, culture, and talent management are changing in these exponential times. Participants thru an exercise to leave with a person action plan.
Learning Objective:
Understand emerging trends and issues facing business and CPA Profession.
Learn about how leadership is changing to lead change in rapidly changing times.
Develop an action plan to take back and apply the principles learned.
What does innovation look like in a CPA Firm? How are leading CPA firms creating a culture of innovation?
We are in a fast-paced world where growth/change is exponential not incremental. The CPA profession has been late adopters of change and “anticipation” is a missing skill set for many CPAs. We will soon be living in a world where global competition and automation will be performing basic accounting tasks currently being performed in our firms today. Tom Hood, Executive Director of the MACPA will lead a discussion on where accounting firms
fit into a rapidly changing world. Hood, along with Jim Powers, CEO of Crowe Horwath LLP and Bill Balhoff, Managing Director of Postlethwaite & Netterville will explore how firms can maintain their competitive edge through inNEWvation.
The CPA Vision 2011 is the report from the AICPA from a project to create a comprehensive grassroots vision for the future of the CPA Profession. The first profession to ever create a vision for itself. Using a volunteer team of CPAs and State CPA Society executives aided by a team from the AICPA and led by Jeannie Patton in 1997-1998.
We tend to think of “innovation” in terms of new technology – gadgets, hardware, new apps, and software. But true innovation more often comes in the form of new business models, workflows, service offerings, and office and staffing patterns. This session will center on those innovations that are significantly impacting our firms and our clients. You never know where innovation might sprout!
This session was produced for the DCPA15 Conference in Las Vegas.
A recent HBR special edition headline said "Got to war for talent", but how. BLI has developed a guidance and a six step process to give you new weapons to win in the war for talent.
Our Magnetic Firm framework outlines the critical elements of a magnetic culture and our six step Talent and Leadership Development framework show you how to develop a winning career and curriculum aligned to your overall firm strategy and objectives.
This presentation was developed and presented for the Digital CPA Conference in December #DCPA15
The Business Learning Institute can help you build your magnetic firm framework and strategic learning plan - contact us at http://www.blionline.org
This presentation was given to Loyola University (Maryland) Accounting Alumni Circle on November 18, 2015. It includes our latest research in trends and issues facing the accounting and finance profession from the Business Learning Institute.
It also covers the programs and initiatives of the Maryland Association of CPAs in the context of Hard Trends and our work with world renowned futurist, Daniel Burrus.
Gov't Regulation
Demographics and Talent Pipeline
Technology
The exponential pace of change has created an environment best described as VUCA. To thrive in this new age of hyper-change and growing uncertainty, it is now an imperative to learn a new competency—how to accurately anticipate the future. The key to success in this fast-changing environment is to commit to changing before you are being forced to. This session will show how to anticipate these trends and move from being a crisis manager to an opportunity manager.
• Anticipate marketplace trends that will shape future markets
• Understand emerging innovation faster
• Identify opportunities
• Develop clear actionable steps to accelerate growth for the
organization and its customers
Learning the skill of anticipation and being proactive for CPAs, accounting and finance professionals
Keynote - Thomson Reuters Synergy 2015 Conference
In this inspirational keynote, Tom will show practitioners how to explore new value-added services and position their practices for success in a rapidly changing world. He'll discuss the major "shift change" and the trends shaping business today, and give participants a framework to provide more proactive services and strategic advice—and a plan to get started.
Tom Hood (Maryland Association of CPAs, Inc.)—Tom is passionate about three areas: leadership, learning, and technology. His recognition and awards reflect his leadership in helping CPAs "shape their future" through his work as the CEO of the Maryland Association of CPAs and the Business Learning Institute, a center for the development of leadership, strategic thinking, and collaboration skills for CPAs. In 2013, Accounting Today said about Tom, "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. Hood is doing as much as anyone—and more than most- to lead public accounting forward."
CPA Practice Advisor inducted Tom into the Accounting Hall of Fame in 2015. He was named the fourth most influential leader in Accounting Today’s 2014 list of the Top 100 Most Influential People in Accounting (his tenth time on the list). LinkedIn recruited Tom as one of their Top 150 Influencers, and he was named to the Top 25 Influencers in Learning by HR Examiner.
Participant Polls from Tom Hood's sessions at the Wolters Kluwer CCH Users Conference in Las Vegas, October, 2015
Almost 200 participants attending Tom's sessions responded to a series of polls using conferences.io. The sessions were: How to Get Ready for the Fast Future and Top Trends in the CPA Profession - The Shift Change. The questions asked were generations in the audience, top challenges, top skills needed to be successful, and the top challenges facing accounting firms.
The end of the report contains two more questions - What is hard about being an accounting / finance professional?
And a brainstorm of hard trends and opportunities from our work with futurist and best-selling author, Daniel Burrus and the Anticpatory Organization: Accounting and Finance Edition www.blionline.org/ao
A recent study by Oxford put the accounting and auditing profession at a 94% disruption by technology. In addition the profession is facing the massive “shift change” as a new generation begins to take the reins from the retiring baby boomers. Major shifts in leadership, learning, technology, generations, and the workplace are underway. Except this time it is different. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. Tom Hood shares his perspective on how the profession is responding and what you should be thinking about to position yourself for these changes ahead.
Presentation at the Wolters Kluwer CCH Users Conference in Las Vegas
Sage's Jennifer Warawa commissioned these workshops for CPAs and accountants in 2013 using BLI's i2a: Insight to Action Strategic Thinking Process. These interactive workshops allow CPAs and Accountants to create a compelling vision for the future and an action plan to get there.
What does the english longbow have to do with your strategy? Tom Hood and Ed Kless have discovered the secrets to high performing firms and how to create inspiring workplaces that engage people and outperform the competition.
This presentation was sponsored by Sage North America for the IPBC Conference in Niagara Falls, Canada.
Ed & Tom have researched the greatest strategy thinkers of our time and synthesized it in an actionable and entertaining format. Learn how Tom Peters, Jim Collins, Simon Sinek, and even Peter Drucker all emphasized the same key points for success. The confusion is that the Hard is Soft and the Soft is Hard (thanks to Tom Peters).
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Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
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As a business owner in Delaware, staying on top of your tax obligations is paramount, especially with the annual deadline for Delaware Franchise Tax looming on March 1. One such obligation is the annual Delaware Franchise Tax, which serves as a crucial requirement for maintaining your company’s legal standing within the state. While the prospect of handling tax matters may seem daunting, rest assured that the process can be straightforward with the right guidance. In this comprehensive guide, we’ll walk you through the steps of filing your Delaware Franchise Tax and provide insights to help you navigate the process effectively.
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Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
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Discover the innovative and creative projects that highlight my journey throu...dylandmeas
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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
Select your session
and join the
conversation
Respond to Poll
Ask a Question
Vote for a question
5.
6.
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
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
13.
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
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