People, Workforce, Managing the Talent Pipeline for Global Manufacturers
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Is retaining your top talent becoming increasingly difficult? Is your organization encountering issues when trying to hire employees whose skills meet the organization’s needs? The global war for specialized finance and technology talent is intensifying. Learn about the human capital trends that are facing today’s manufacturing and accounting industries. You will hear from a panel of people in the front lines of the talent challenges facing global manufacturers. This world class panel of Doug Roosa, CPA, CGMA - General Motors, Cami Jacobson - University of Phoenix Strategy Group, Nicole Lenz, KPMG Director of People & Change, and Kimberly Burch, CPA, CIA, CFE will be covering both the macro workforce issues and micro accounting and finance teams. Panelists will present their perspectives on these systemic talent pipeline issues, and you will learn how different organizations are addressing these challenges.
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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.More Related Content
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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
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...Tom Hood, CPA,CITP,CGMA
This document discusses how high-performing firms can achieve growth through developing a winning culture. It covers several topics:
1. Leadership - The next generation of CPA leaders will be proactive, collaborative, and focus on succession planning and generational cooperation. They will redefine the profession through work/life integration and technological innovation.
2. Learning - Firms should take an approach focused on identifying competencies, career paths, curriculum, and cloud learning to develop the right skills in their talent.
3. Technology - Firms must be technologically innovative and present to win in today's environment where clients expect mobility and accessibility.
4. Generations - Firms need to build on strengths acrossCGMA Competency Framework for CPAs and Finance / Accounting Professionals
The CGMA (Chartered Global Management Accountants) developed a competency framework that helps provide useful context for the career path of a global finance/accounting professional. It follows a trajectory we call the Bounce, where the initial focus is on building core technical skills and learning to lead yourself. Soon the professional moves from task specific technical work to managing people and projects. This is where momentum and development should shift to include more "success skills" like leadership, change management, collaboration, performance management and more. This turn is where the initial career momentum changes direction and there is more emphasis on the skill of leading others and leading organizations. We use the metaphor of a basketball bounce pass to who momentum and trajectory of today's finance / accounting career.
Our Business Learning Institute has been researching competencies and learning plans for finance and accounting professionals since its founding in 1999. We have mapped courses to this framework and have built curriculums for Fortune 1000 finance / accounting teams to offer a strategic and systematic approach to training. We partner with the AICPA to bring you the state of the art in training from technical to the "success skills required by 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.
More information can be found on our website at http://www.blionline.org and at the CGMA website at http://www.cgma.org
MACPA PIU October 2014 - Student Edition
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.
Growth Through a Winning Culture & Strategy - CCHUC14
Tom Hood presented on helping accounting firms grow through developing a winning culture and strategy. He discussed the need to focus on leadership, learning, technology, generations, and the workplace in order to adapt to changes. Hood emphasized that organizations must learn faster than the rate of change to succeed. Firms should develop talent, offer cloud-based learning, and engage clients with technology to gain competitive advantages.
Innovation: Talent and Engagement in the Agile Learning Organization
The document discusses how organizations can profit from innovation through developing talent and engagement in agile learning organizations. It emphasizes that innovation requires both individual and organizational abilities to rapidly acquire new knowledge and skills in anticipation of future trends. Additionally, it highlights the need for leadership development, learning and development programs, effective collaboration, and knowledge sharing to address skills gaps and talent shortages that many organizations currently face.
Next Gen Leader - Navigators of Change - CCH UC 2013
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.
MACPA PIU 2011 - Special B&I edition
The top trends and issues facing CPAs are discussed at MACPA's annual special Town Hall for Business, Industry, Government & NFP members. .A
Future of CPAs, CFOs & Accounting - Marriott Finance/Accounting
Tom Hood, CEO of MACPA and the Business Learning Institute, gave a presentation on the future of accounting professionals. The presentation covered several topics:
1. Changes in the accounting profession such as new standards, globalization, and the use of new technologies like XBRL.
2. Emerging issues like the changing workforce as different generations enter the profession, and the need for accountants to expand their skills and take on more strategic advisory roles.
3. Trends that will impact organizations like the CGMA designation which recognizes management accounting expertise, and initiatives like integrated reporting that evaluate organizational performance more holistically.
Competencies for Accounting and Finance Professionals - 2016 Edition
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.
FICPA Mega CPE Conference - Professional Issues Update - Technology & Learning
FICPA Mega CPE Conference - Professional Issues Update - Technology & LearningTom Hood, CPA,CITP,CGMA
Tom Hood discusses how technology is transforming the accounting profession and the future of learning for CPAs. He notes that accounting jobs are expected to grow 13% by 2022 and the CPA credential remains in high demand. However, technologies like cloud computing are causing major changes that require CPAs to shift how they learn, work, and develop new skills to keep pace. The future will require continuous learning, an entrepreneurial mindset, and an ability to adapt quickly to changes.Top Seven Issues Facing Emerging Leaders
Tom Hood presented on the top seven issues facing emerging leaders in accounting. The issues included information overload, work-life balance, generational differences, developing networking skills, keeping up with technology, finding career guidance, and understanding social media. Hood discussed how emerging leaders want more flexibility, collaboration, learning opportunities, and work-life balance. They are also more technologically savvy and focused on the future. Hood provided advice on maximizing careers through developing context, connections, communication, collaboration, and computer skills.
Macpa fall 2014 piu statistics
The MACPA Town Hall / PIU events cover 10%+ of our membership reaching approximately 1,000 CPAs every six months in a four hour trends and issues update by MACPA’s CEO, Tom Hood.
In addition the slide deck is posted on Sllideshare where it was featured on the home page and received almost 4,000 views.
Plus social amplification by Tom Hood, Bills Sheridan and MACPA.
MACPA 2014 Professional Issues Update - Special Business & Industry edition
What are the top issues facing CFOs, Controllers, and CPAs in Business/Industry, NFP and Government?
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.
This special Business & Industry Edition also covers a special session on the CFO of the Future by Ash Noah, CPA, CGMA of the AICPA/CGMA and a presentation by our Business & Industry Committee of the results of our ThinkTank session on the major issue and opportunities facing CPAs in B&I by Skip Falatko and B&I member Joselin Martin.
Also include is an update on legislation and regulation and the advocacy efforts of the Maryland Association of CPAs.
the BOUNCE - Maximizing Your Career Trajectory - AICPA EDGE Conference
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
Future Ready CPA firm - keynote CPA FMA
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.
Similar to People, Workforce, Managing the Talent Pipeline for Global Manufacturers (20)
How to Profit from Innovation - The Agile Learning Organization
How to Profit from Innovation - The Agile Learning Organization
Preparing for the Shift Change in Accounting (and Business)
Preparing for the Shift Change in Accounting (and Business)
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...
CGMA Competency Framework for CPAs and Finance / Accounting Professionals
CGMA Competency Framework for CPAs and Finance / Accounting Professionals
Growth Through a Winning Culture & Strategy - CCHUC14
Growth Through a Winning Culture & Strategy - CCHUC14
Innovation: Talent and Engagement in the Agile Learning Organization
Innovation: Talent and Engagement in the Agile Learning Organization
Next Gen Leader - Navigators of Change - CCH UC 2013
Next Gen Leader - Navigators of Change - CCH UC 2013
Future of CPAs, CFOs & Accounting - Marriott Finance/Accounting
Future of CPAs, CFOs & Accounting - Marriott Finance/Accounting
Competencies for Accounting and Finance Professionals - 2016 Edition
Competencies for Accounting and Finance Professionals - 2016 Edition
FICPA Mega CPE Conference - Professional Issues Update - Technology & Learning
FICPA Mega CPE Conference - Professional Issues Update - Technology & Learning
MACPA 2014 Professional Issues Update - Special Business & Industry edition
MACPA 2014 Professional Issues Update - Special Business & Industry edition
the BOUNCE - Maximizing Your Career Trajectory - AICPA EDGE Conference
the BOUNCE - Maximizing Your Career Trajectory - AICPA EDGE Conference
More from Tom Hood, CPA,CITP,CGMA
Creating the Magnetic Firm - Allinial HR Conference 2016
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...
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...
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
Next Gen Leaders Report from the AICPA EDGE Conference 2016
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!
Anticipatory Organization: Accounting and Finance Edition (AOAF)
“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...
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...
It May be Time to Reinvent Your Firm - CPAFMA National Practice Management Co...Tom Hood, CPA,CITP,CGMA
The document discusses the need for CPA firms to reinvent themselves through innovation. It notes that while most firms see the need for innovation, few have identified clear innovation priorities or developed an innovative culture. The document provides strategies for firms to develop an innovation mindset, including understanding trends, prioritizing innovation initiatives, and cultivating skills like strategic thinking. It emphasizes that innovation must be a firm-wide, continuous effort to develop new offerings that create value for both existing and new clients.COCPA - The Anticipatory Individual and Organization
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.
Leadership in a VUCA World - AICPA PSTECH 2016
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.
The Future Ready CPA Firm
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
How to Accelerate Growth, Innovation, and High Performance for CPAs, Account...
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.”
The Firm of the Future - 2016 AAM InNEWvation Summit
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.
CPA Vision 2011
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.
MACPA Spring 2016 Professional Issues Update - Business & Industry Edition
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.
An Accounting Career: Big Waves of Change and Oceans of Opportunity
This document summarizes a presentation given by Tom Hood on the changing landscape of the accounting profession and opportunities for career growth. It notes that technology is driving major changes in the industry, requiring accountants to become more adaptive to emerging trends. However, it also argues that demand for accounting services remains strong, with accounting job growth projected to be faster than average. It encourages embracing digital skills, anticipating changes, collaborating, lifelong learning, and focusing on the future to take advantage of new opportunities in advisory services and leadership roles in the evolving profession.
State of My Industry: Accounting 2016
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?
Innovation is Not Just for Technology Companies Anymore
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.
Firm learning strategy - a competitive advantage
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
Accounting in a VUCA World - The Anticipatory CPA
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
MACPA Fall Town Hall / Professional Issues Update - 2015
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.
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An Accounting Career: Big Waves of Change and Oceans of Opportunity
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【业务选择办理准则】
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三、进国企，银行，事业单位，考公务员等等，这些单位是必需要提供真实教育部认证的，办理教育部认证所需资料众多且烦琐，所有材料您都必须提供原件，我们凭借丰富的经验，快捷的绿色通道帮您快速整合材料，让您少走弯路。
留信网认证的作用:
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选择实体注册公司办理，更放心，更安全！我们的承诺：可来公司面谈，可签订合同，会陪同客户一起到教育部认证窗口递交认证材料，客户在教育部官方认证查询网站查询到认证通过结果后付款，不成功不收费！
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[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This presentation is a curated compilation of PowerPoint diagrams and templates designed to illustrate 20 different digital transformation frameworks and models. These frameworks are based on recent industry trends and best practices, ensuring that the content remains relevant and up-to-date.
Key highlights include Microsoft's Digital Transformation Framework, which focuses on driving innovation and efficiency, and McKinsey's Ten Guiding Principles, which provide strategic insights for successful digital transformation. Additionally, Forrester's framework emphasizes enhancing customer experiences and modernizing IT infrastructure, while IDC's MaturityScape helps assess and develop organizational digital maturity. MIT's framework explores cutting-edge strategies for achieving digital success.
These materials are perfect for enhancing your business or classroom presentations, offering visual aids to supplement your insights. Please note that while comprehensive, these slides are intended as supplementary resources and may not be complete for standalone instructional purposes.
Frameworks/Models included:
Microsoft’s Digital Transformation Framework
McKinsey’s Ten Guiding Principles of Digital Transformation
Forrester’s Digital Transformation Framework
IDC’s Digital Transformation MaturityScape
MIT’s Digital Transformation Framework
Gartner’s Digital Transformation Framework
Accenture’s Digital Strategy & Enterprise Frameworks
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Capgemini’s Digital Transformation Framework
PwC’s Digital Transformation Framework
Cisco’s Digital Transformation Framework
Cognizant’s Digital Transformation Framework
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People, Workforce, Managing the Talent Pipeline for Global Manufacturers
- 1. People, Workforce, Growing Your Talent Pool & Managing Your Talent Pipeline AICPA Global Manufacturing Conference October (16) 17-‐18, 2013 JW MarrioC Orlando Grande Lakes
- 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. The Panelists ! Doug Roosa, CPA, CGMA – General Motors ! Cameron Jacobson – University of Phoenix Strategy Group ! Nicole Lenz – KPMG – Director People & Change ! Beverly Burch, CPA, CIA, CFE - HillRom
- 4. Join the conversation http://macpa.cnf.io Respond to a Poll Ask a Question
- 6. The repsones from the group are consistent with the latest research on the issues facing global manufacturers. Nine out of twenty responses dealt with retaining and recruiPng talent. GeneraPonal issues, Pme compression, and compliance related issues were the next three top issues.
- 9. Download today’s slides at … www.SlideShare.net/thoodcpa
- 10. The Challenge
- 12. Paradigm Shift The high performers in our survey invest more in talent, focus on closing skills gaps, have more customized training and development programs, idenPfy future leaders earlier in their careers, and have robust succession plans in place. They also focus more on “soU” leadership skills such as the ability to embody the organizaPon’s culture and values and to lead effecPvely in a complex global business environment. Source: E&Y Paradigm Shift: Building a new talent management model to boost growth www.blionline.org
- 15. T Curriculum design by BLI and AICPA using Top 5 Competencies for future from CPA Horizons research and job levels from the BLI “Bounce” Model. Leadership and Communications were combined and the 5th category expanded to include practice specialties for firms and functional areas for corporate. Examples would include: Corporate Accounting, FP&A, divisional reporting, shared services, etc. CPA Firms would have audit, tax, industry specialties. These technical areas would have specific curriculums designed to meet their specific technical competency needs.
- 16. Our approach - The Six C’s • • • • • Career Path (Ladder) Competency-based Learning Curriculum Compliance Tracking for CPAs Content – world-class Technical & Leadership Courses in multiple formats • Context – Line of sight to organization vision, mission, strategy & culture www.blionline.org
- 17. How can we help you keep your L>C? • • • • • Strategy & Alignment Curriculum tied to strategy I2a Leadership Academy BLI Leadership Express - ondemand leadership support Social learning http://cpa.tc/32r In a period of rapid change and increasing complexity, the winners will be those organizations who can keep their rate of learning greater than the rate of change and greater than their competition. – Tom Hood www.blionline.org
- 18. Follow me on: Tom Hood, CPA.CITP CEO Maryland Associa8on of CPAs Business Learning Ins8tute (443) 632-‐2301 E-‐mail tom@macpa.org Web hNp://www.macpa.org Blog hNp://www.cpasuccess.com Web hNp://www.blionline.org ü TwiCer: hCp://www.TwiCer.com/tomhood ü LinkedIn: hCp://www.linkedin.com/in/tomhood ü Facebook: hCp://www.facebook.com/thoodcpa ü Slideshare: hCp://www.slideshare.net/thoodcpa ü Youtube: hCp://www.youtube.com/thoodcpa ü Second Life avatar name: Rocky Maddaloni