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The document discusses strategies for staffing digital CPA firms. It notes that the shift to digital requires changes in leadership, learning, technology, understanding generations, and the workplace. Firms must adapt to be more agile and embrace innovation. Virtual work requires the right technology, mobile solutions, apps, and support while avoiding issues like keeping an in-office mindset or not establishing boundaries between work and home. Communication, integration of tools like Outlook, and regular updates are also important for managing virtual teams effectively.

Staffing Strategies for
Today’s Digital CPA Firm
DIGITALCPA Conference
November 22, 2013

Tom Hood, CPA, CITP, CGMA
Bill Sheridan, CAE
Business Learning Institute & Maryland Association of CPAs

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

CEO
Maryland Association of
CPAs (MACPA)
www.macpa.org
Business Learning Institute
(BLI) www.blionline.org

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

http://www.linkedin.com/in/tomhood/

Bill Sheridan, CAE
Named the Second Most Influential in Accounting
in the World by SavvySME Magazine in 2012
Author of book, Look, Lead, Love & Learn
Lead blogger of www.cpasuccess.com Top 10
blogs in Accounting

Chief Communication Officer
Maryland Association of CPAs
(MACPA) www.macpa.org
Business Learning Institute (BLI)
www.blionline.org

Download today’s slides at …

www.SlideShare.net/thoodcpa

Join the conversation

http://macpa.cnf.io

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Ask a Question

Insights to Action

“One without the other is either useless or destructive”

Changed, Now It’s Your
Turn
- Mike Walsh

HOW TO PROFIT FROM
INNOVATION: Building
the Agile Learning
Organization

The Paradox

The faster things
change, the farther
you have to look
ahead.

The Shift Change
1.
2.
3.
4.
5.

Leadership
Learning
Technology
Generations
Workplace

If Content is King,
Context is the
Kingdom!
- Will
Avegerakis - AICPA

Work is not a place you
go,
it is what you do.

5 virtual-work essentials
1.
2.
3.
4.
5.

The right technology
The right mobile solutions
The right apps
In-office tech support
In-office moral support

5 virtual-work landmines
1.
2.
3.
4.
5.

Keeping an in-office mindset
Juggling work and home
Watching your appearance and surroundings
Boundaries
Remembering to unplug

Jody Padar

Essentials
1.
2.
3.
4.
5.

All cloud, all the time.
Technology
Mobility
An open mind
Coffee!

Jason Blumer

Jennifer Katrulya

Managing virtually
1.
2.
3.
4.

Don’t manage. Lead.
Hire the right people.
Communication.
Integration – Outlook, contacts, email, calendars
5. Updates / connections

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

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Maintaining a proper record of your money is important for any business whether it is small or large. It helps you stay one step ahead in the financial race and be aware of your earnings and any tax obligations. However, managing finances without an entire accounting staff can be challenging for small businesses. Accounting apps can help with that! They resemble your private money manager. They organize all of your transactions automatically as soon as you link them to your corporate bank account. Additionally, they are compatible with your phone, allowing you to monitor your finances from anywhere. Cool, right? Thus, we’ll be looking at several fantastic accounting apps in this blog that will help you develop your business and save time.

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1. Staffing Strategies for Today’s Digital CPA Firm DIGITALCPA Conference November 22, 2013 Tom Hood, CPA, CITP, CGMA Bill Sheridan, CAE Business Learning Institute & Maryland Association of CPAs

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

3. Bill Sheridan, CAE Named the Second Most Influential in Accounting in the World by SavvySME Magazine in 2012 Author of book, Look, Lead, Love & Learn Lead blogger of www.cpasuccess.com Top 10 blogs in Accounting Chief Communication Officer Maryland Association of CPAs (MACPA) www.macpa.org Business Learning Institute (BLI) www.blionline.org

4. Download today’s slides at … www.SlideShare.net/thoodcpa

5. Join the conversation http://macpa.cnf.io Respond to a Poll Ask a Question

6. Insights to Action “One without the other is either useless or destructive”

7. Changed, Now It’s Your Turn - Mike Walsh

8. HOW TO PROFIT FROM INNOVATION: Building the Agile Learning Organization

9. The Paradox The faster things change, the farther you have to look ahead.

10. The Shift Change

11. The Shift Change

12. The Shift Change 1. 2. 3. 4. 5. Leadership Learning Technology Generations Workplace

13. If Content is King, Context is the Kingdom! - Will Avegerakis - AICPA

14. Where did I get this stuff?

15. The research…

16. The fieldwork…

17.

18.

19.

20. Work is not a place you go, it is what you do.

21.

22. Attitude Mastery Purpose

23.

24. 5 virtual-work essentials 1. 2. 3. 4. 5. The right technology The right mobile solutions The right apps In-office tech support In-office moral support

25. 5 virtual-work landmines 1. 2. 3. 4. 5. Keeping an in-office mindset Juggling work and home Watching your appearance and surroundings Boundaries Remembering to unplug

26.

27.

28. Jody Padar Essentials 1. 2. 3. 4. 5. All cloud, all the time. Technology Mobility An open mind Coffee! Jason Blumer Jennifer Katrulya Managing virtually 1. 2. 3. 4. Don’t manage. Lead. Hire the right people. Communication. Integration – Outlook, contacts, email, calendars 5. Updates / connections

29. Tom Hood, CPA.CITP CEO Maryland Association of CPAs Business Learning Institute (443) 632-2301 E-mail tom@macpa.org Web http://www.macpa.org Web http://www.blionline.org Follow me on:  Twitter: http://www.Twitter.com/tomhood  LinkedIn: http://www.linkedin.com/in/tomhood  Facebook: http://www.facebook.com/thoodcpa Slideshare: http://www.slideshare.net/thoodcpa Youtube: http://www.youtube.com/thoodcpa Second Life avatar name: Rocky Maddaloni

Editor's Notes

Today’s Digital Firm is staffed much differently than the old brick & mortar accounting practices of the past in many ways. This session will focus on how to staff up the digital firm of today and how to properly motivate them to be highly successful
The challenge is how to thrive in these hyper-competitive environment. Talent Development and Learning are fundamentally about business results.

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