Innovation is one of the latest buzz words, but what does innovation really mean and how does it impact the way you do business and serve your clients? Often times, business leaders think innovation refers solely to technology, when in fact cloud and mobility are shifting away from being a new idea to being mainstream and an expectation, leaving clients wanting more. What does “being innovative” in your accounting firm mean to your business model, the way you interact with your clients, and how you plan for the future? Jennifer Warawa, Vice President and General Manager of Sage Accountant Solutions at Sage North America, and Tom Hood, CEO of Maryland Association of CPAs and the Business Learning Institute, will share research, trends, and insights into how the next phase of innovation will have an impact on the way you do business, and what changes are crucial in order to stay one step ahead of the competition.
Consistently great customer service requires the right mix of People, process and technology.
This presentation will address the People factor; the Human Side of Customer Service, through 3 key areas:
1. The business case for service
2. Customer-centric DNA
3. The Employers' Golden Rule
How do some of the best companies in the world bring company values to life for employees? If you have a set of core values, how can you lift them off the page so that the whole business understands and embraces the culture they're part of?
Consistently great customer service requires the right mix of People, process and technology.
This presentation will address the People factor; the Human Side of Customer Service, through 3 key areas:
1. The business case for service
2. Customer-centric DNA
3. The Employers' Golden Rule
How do some of the best companies in the world bring company values to life for employees? If you have a set of core values, how can you lift them off the page so that the whole business understands and embraces the culture they're part of?
This module will let individuals see the importance of branding your company, the challenges you will face in relation to growth, the expenses that you will be out that you may have perhaps not thought of and how to resolve problems relating to cost based pricing.
Covers:
- Trends in Recruitment
- How culture changes as a company scales and how the culture shift impacts recruitment
- How to set realistic hiring expectations in order to hire quality candidates
- Hiring strategies for technical roles
At DMG, culture isn't just something we do, it's who we are. We are a group of can-doers dedicated to thinking big, making a difference, and never settling.
How to Become a Key Person of Influence in Your IndustryMike Reid
Based on the Dent webinar, 'Become a Key Person of Influence' this presentation shares how to become the 'obvious choice' in your market, niche or industry.
To watch the webinar, head to: https://dent.global/webinar/
How Entrepreneur's grew their business with some tips direct from themRoisin King, FCIM, MBA
Written with Adele Barlow for CapabilityNZ this book is about Entrepreneurs talking about how they grew their business. Some of them didn't make it and one is now $1.5 billion. Now I am working on other projects it is a good time to reflect
Your Next Hire Is Right in Front of You: Leveraging Internal Mobility & Talen...LinkedIn Talent Solutions
According to recent research "internal sources, such as employee referrals, inside hires, walk-ins and a company’s career site, produce almost twice the number of hires as external ones." Learn how to save yourself time by using an already trusted connection base.
Continue your talent acquisition transformation at Talent Connect 365: http://linkd.in/1z8YEaf
CEO Core Formulas: The 5x2 Process The Most Profitable (Small/Medium/Large-B2...Jayson Peppar
What you will learn here is the exact model we use to add substantial revenue and increase ROI for all of our clients, ensuring they won’t be forced into bankruptcy in five years like nearly 100,000 businesses are burdened with each year, simply because they never had these formulas.
Nothing here is theory. You’ll soon discover that everything we do for all our clients are the exact strategies processes and systems leveraged by all of the most profitable companies in the world.
There’s a reason why Amazon is taking over the retail world… And it’s because they do exactly what you’re about to learn, which is applicable to any and every business there is. Big or small. B2B or B2C.
If you feel inclined to learn more about anything in this whitepaper please feel free to call us and we’ll answer any questions you have.
For us, it is crucial that you can put your talents to use here at Findwise. We therefore sincerely hope that you feel encouraged to act independently and bravely, and that you come to work each day filled with joy and anticipation. We gladly walk this talk. Because without you and your fellow talents, this company would not exist – let alone thrive.
You are Findwise.
Inspired by Simon Sinek's "How great leaders inspire action" speech from Ted, we share "why" LinkedIn is essential for search and staffing leaders, recruiters, customers and candidates.
Learn more about LinkedIn Talent Solutions: http://linkd.in/1bgERGj
Subscribe to the LinkedIn Talent Blog: http://linkd.in/18yp4Cg
Follow the LinkedIn Talent Solutions page for all recruiting updates: http://linkd.in/1cNvIFT
Tweet with us: http://bit.ly/HireOnLinkedIn
Agent Quest Best Possible Advice for Launching Your Real Estate Career from T...Royal LePage Wolstencroft
You are about to embark on an AGENT QUEST! You’ve chosen an AWESOME industry and I personally welcome you and wish you endless success as YOU choose to define that. Enclosed in this free ezine is THE BEST ADVICE from some of Real Estate’s TOP industry leaders from all over North America; different markets; different roles and different brands but you’ll notice some similar themes and decades of experience and wisdom. It is my personal mission to empower newer agents and my hope is that the wisdom shared here will help streamline your business and move you forward seamlessly!
Digitized Student Development, Social Media, and IdentityPaul Brown
Originally presented at the ACPA 2016 International Convention in Montreal, Canada. This presentation provides an overview of my research on college student development in digital/social spaces.
This module will let individuals see the importance of branding your company, the challenges you will face in relation to growth, the expenses that you will be out that you may have perhaps not thought of and how to resolve problems relating to cost based pricing.
Covers:
- Trends in Recruitment
- How culture changes as a company scales and how the culture shift impacts recruitment
- How to set realistic hiring expectations in order to hire quality candidates
- Hiring strategies for technical roles
At DMG, culture isn't just something we do, it's who we are. We are a group of can-doers dedicated to thinking big, making a difference, and never settling.
How to Become a Key Person of Influence in Your IndustryMike Reid
Based on the Dent webinar, 'Become a Key Person of Influence' this presentation shares how to become the 'obvious choice' in your market, niche or industry.
To watch the webinar, head to: https://dent.global/webinar/
How Entrepreneur's grew their business with some tips direct from themRoisin King, FCIM, MBA
Written with Adele Barlow for CapabilityNZ this book is about Entrepreneurs talking about how they grew their business. Some of them didn't make it and one is now $1.5 billion. Now I am working on other projects it is a good time to reflect
Your Next Hire Is Right in Front of You: Leveraging Internal Mobility & Talen...LinkedIn Talent Solutions
According to recent research "internal sources, such as employee referrals, inside hires, walk-ins and a company’s career site, produce almost twice the number of hires as external ones." Learn how to save yourself time by using an already trusted connection base.
Continue your talent acquisition transformation at Talent Connect 365: http://linkd.in/1z8YEaf
CEO Core Formulas: The 5x2 Process The Most Profitable (Small/Medium/Large-B2...Jayson Peppar
What you will learn here is the exact model we use to add substantial revenue and increase ROI for all of our clients, ensuring they won’t be forced into bankruptcy in five years like nearly 100,000 businesses are burdened with each year, simply because they never had these formulas.
Nothing here is theory. You’ll soon discover that everything we do for all our clients are the exact strategies processes and systems leveraged by all of the most profitable companies in the world.
There’s a reason why Amazon is taking over the retail world… And it’s because they do exactly what you’re about to learn, which is applicable to any and every business there is. Big or small. B2B or B2C.
If you feel inclined to learn more about anything in this whitepaper please feel free to call us and we’ll answer any questions you have.
For us, it is crucial that you can put your talents to use here at Findwise. We therefore sincerely hope that you feel encouraged to act independently and bravely, and that you come to work each day filled with joy and anticipation. We gladly walk this talk. Because without you and your fellow talents, this company would not exist – let alone thrive.
You are Findwise.
Inspired by Simon Sinek's "How great leaders inspire action" speech from Ted, we share "why" LinkedIn is essential for search and staffing leaders, recruiters, customers and candidates.
Learn more about LinkedIn Talent Solutions: http://linkd.in/1bgERGj
Subscribe to the LinkedIn Talent Blog: http://linkd.in/18yp4Cg
Follow the LinkedIn Talent Solutions page for all recruiting updates: http://linkd.in/1cNvIFT
Tweet with us: http://bit.ly/HireOnLinkedIn
Agent Quest Best Possible Advice for Launching Your Real Estate Career from T...Royal LePage Wolstencroft
You are about to embark on an AGENT QUEST! You’ve chosen an AWESOME industry and I personally welcome you and wish you endless success as YOU choose to define that. Enclosed in this free ezine is THE BEST ADVICE from some of Real Estate’s TOP industry leaders from all over North America; different markets; different roles and different brands but you’ll notice some similar themes and decades of experience and wisdom. It is my personal mission to empower newer agents and my hope is that the wisdom shared here will help streamline your business and move you forward seamlessly!
Digitized Student Development, Social Media, and IdentityPaul Brown
Originally presented at the ACPA 2016 International Convention in Montreal, Canada. This presentation provides an overview of my research on college student development in digital/social spaces.
Very Technology: Marketing on Mobile PlatformsBranded Ltd
Marketing on mobile platforms, Harnessing WeChat for direct sales: Case studies of what works and its return on investment.
- Online to offline engagement: How are the most successful brands utilising WeChat for sales?
- How are brands integrating WeChat strategies into the rest of the marketing mix?
- What are the three key ingredients to maximise business outcomes for brands using WeChat?
Speaker: Milan Chiang, CEO, VeryTechnology
Îndrăzniți să fiți unici!
eKarioka vă oferă sprijinul pentru a vă putea exprima personalitatea!
Oferim servicii profesionale de tipar și o gamă largă de materiale de promovare personalizate in functie de specificul fiecarui business!
Netwealth educational webinar - Lessons from Silicon Valley and what it means...netwealthInvest
During our December 2016 webinar, Santi Burridge from Implemented Portfolios shared key takeouts from a recent study tour in Silicon Valley and what it means for Australian financial advisers.
The Longevity Gap with Hilary Corna - Scaling Up Petra and Impact Digital Sal...Hilary Corna
The world is changing. Your customer is changing. In this session, we'll outline exactly what those trends are and how you can evolve with them to drive your business forward. This one hidden strategic advantage will build the ease and meaning in your business that you have been searching for.
Developing a digital marketing strategy to drive business growth - LexisClicklexisclick
A good written digital marketing strategy will work in a very similar way to a map. It'll give you your chosen route to business growth as well as other options in case of potential events. http://www.lexisclick.com/
Developing a digital marketing strategy to drive business growth - LexisClicklexisclick
A good written digital marketing strategy will work in a very similar way to a map. It'll give you your chosen route to business growth as well as other options in case of potential events.
Topic: Embedding Client insight to drive transformation in your firm
- How to get the most from your client voice programme: the passport to empower marketing
- Turning client insight into actionable plans, that stick – and drive consistency in service across international markets
- Engaging leaders, teams and the wider business: how do you get the C-suite to listen?
- Pitfalls, mistakes and learning: 5 lessons from inside leading financial services business
Why use thought leadership as a content marketing strategy? This introductory guide overviews the returns on thought leadership and ways to get started within your content marketing plan.
ORM - Digital Transformation in Travel and Transport ORM
Because of digital, marketing has more meaning. It’s the skilful pursuit of understanding and monitoring customer behaviours.
It’s about creating insight-led strategies that move a
business forward. Learn how to side-step the obstacles
that stop your marketing firing!
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.
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...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.”
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.
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.
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.
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?
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.
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
Explore our most comprehensive guide on lookback analysis at SafePaaS, covering access governance and how it can transform modern ERP audits. Browse now!
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
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.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
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.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
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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.
13. What
is
innova?on?
in·∙no·∙va·∙?on
Defini?on:
• The
act
of
introducing
something
new.
• Something
newly
introduced.
synonyms:
change,
altera9on,
revolu9on,
upheaval,
transforma9on,
metamorphosis,
breakthrough;
new
measures,
new
methods,
moderniza9on,
novelty,
newness;
crea9vity,
originality,
ingenuity,
inspira9on,
inven9veness;
a
shake
up
Innovation isn’t a
single event. It’s a
continuing process.
14. Why
is
innova?on
so
important
in
your
firm?
The
bo@om
line:
Everything
is
changing!
15. Key
trends:
• Compe99on
no
longer
just
down
the
street
• Businesses
are
demanding
more
value
• ShiF
from
reac9ve
repor9ng
to
real-‐9me
insights
• Online
is
crea9ng
more
educated
clients
• Core
accoun9ng
services
being
commodi9zed
• DIY
• Things
are
moving
faster!
16. What’s
most
important
to
your
clients?
Top
3:
2006
1. Level
of
service
and
a@en9veness
2. Quality
and
accuracy
of
work
3. Reputa9on
of
firm
Top
3:
2012
1. Problem-‐solving
ability
2. Quality
and
accuracy
of
work
3. Reputa9on
of
firm
*
CPA
Trendlines
2006
and
2012
studies
17. What
do
you
think
is
most
important
to
your
clients?
Top
3:
2006
1. Personal
chemistry
2. Price,
fees,
costs,
affordability
3. Quality
and
accuracy
of
work
Top
3:
2012
1. Price,
fees,
costs,
and
affordability
2. Personal
chemistry
3. Reputa9on
of
firm
18. 1
Technology—understanding, what you use, what you recommend
2
The way you serve your clients: the customer experience
3
How you define success
4
Who your clients are
5
The way you find new clients: your marketing and sales strategy
6
Your people strategy
Six areas innovation shows up in your firm . . .
. . . and this list is just the beginning!
19. Technology—understanding,
what
you
use,
what
you
recommend
• Limited
solu9ons
in
the
market
• Limited
visibility
• Consultants
could
have
tunnel
vision
• “One
size
fits
all”
worked
20. Technology—understanding,
what
you
use,
what
you
recommend
• Limited
solu9ons
in
the
market
• Limited
visibility
• Consultants
could
have
tunnel
vision
• “One
size
fits
all”
worked
• Innova9on
is
happening
at
a
rapid
pace
• Buying
decisions
happening
online
• “One
size
fits
all”
is
over
21. The
way
you
serve
your
clients:
The
customer
experience
• Good
was
good
enough
• Loyalty
was
prevalent
• Clients
knew
what
you
told
them
• Hourly
pricing
worked
22. The
way
you
serve
your
clients:
The
customer
experience
• Good
was
good
enough
• Loyalty
was
prevalent
• Clients
knew
what
you
told
them
• Hourly
pricing
worked
• Changing
client
expecta9ons
• It’s
a
global
economy
• The
pace
of
change
is
increasing
• Your
clients
know
your
compe9tors
• Value
pricing
gaining
momentum
24. How
you
define
success
• Making
ends
meet
• Profit!
• Profitability
s9ll
important
• Ability
to
get
new
clients
• Achieve
your
vision
and
live
your
dream
• Work/life
balance
25. Who
your
clients
are
• No
client
selec9on
process
• Busy
=
good
• Unprofitable
clients
=
most
demanding
• Firing
clients
26. Who
your
clients
are
• No
client
selec9on
process
• Busy
=
good
• Unprofitable
clients
=
most
demanding
• Firing
clients
• New
client
selec9on
process
• Busy
≠
good
• “A-‐level”
clients
win
27. The
way
you
find
new
clients:
your
marke?ng
strategy
• Referrals
• Newspaper
ads
• Yellow
Pages
• Local
events
28. • Word
of
mouth
• Online,
web,
social
• Content
marke9ng
• Yellow
Pages?
The
way
you
find
new
clients:
your
marke?ng
strategy
• Referrals
• Newspaper
ads
• Yellow
Pages
• Local
events
29. The
way
you
aSract
and
retain
the
right
talent:
your
people
strategy
• Pay
less,
get
less
• No
budget
for
employee
development
• Long-‐term
employees
30. • Want
more?
Pay
more.
• Culture
is
key
• Next
gen,
new
expecta9ons
The
way
you
aSract
and
retain
the
right
talent:
your
people
strategy
• Pay
less,
get
less
• No
budget
for
employee
development
• Long-‐term
employees
33. Seven
principles
of
small
innova?ons
1. Make
free
9me
2. Collect
ideas
3. Look
outside
34. Seven
principles
of
small
innova?ons
1. Make
free
9me
2. Collect
ideas
3. Look
outside
4. Be
customer-‐centric
35. Seven
principles
of
small
innova?ons
1. Make
free
9me
2. Collect
ideas
3. Look
outside
4. Be
customercentric
5. Small
innova9ons
can
end
up
being
a
big
innova9on
36. Seven
principles
of
small
innova?ons
1. Make
free
9me
2. Collect
ideas
3. Look
outside
4. Be
customercentric
5. Small
innova9ons
can
end
up
being
a
big
innova9on
6. Ask
the
right
ques9ons
37. Seven
principles
of
small
innova?ons
1. Make
free
9me
2. Collect
ideas
3. Look
outside
4. Be
customer-‐centric
5. Small
innova9ons
can
end
up
being
a
big
innova9on
6. Ask
the
right
ques9ons
7. Make
a
daily
habit:
Innova9on
doesn't
oFen
occur
in
a
mee9ng
or
at
a
desired
9me
Darrell
Zahorsky,
About.com
39. 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
Tom Hood, CPA, CITP, CGMA
!
• 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/
48. reimagine!
T
Communica?ng
the
total
picture
with
clarity
and
objec9vity
Transla?ng
complex
informa9on
into
cri9cal
knowledge
An?cipa?ng
and
crea9ng
opportuni9es
Turning
insights
into
ac?on
to
transform
vision
into
reality
CPAs
are
trusted
advisors
who,
combining
insight
with
integrity
deliver
value
by:
49. “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
7/30/14
T
51. The Opportunity – Be the House
• 15 X – ROI on Strategy as Process & Alignment
(Jim Collins – Built to Last)
• 8 X – Engagement &Trust (Gallup)
• 10X – Return on Leadership (Information Masters)
• 20 X – Return on Culture (Information Masters)
• 3 X - Return on Positivity (Dr. Barbara Frederickson)
Research supportsVision, Strategy, and Involvement
52. Return on Investment!
Cri?cal
Areas
Investment
Return
People
2%
20%
Processes
2%
15%
Organiza9on
Structure
2%
10%
Culture
1%
20%
Leadership
1%
10%
Informa9on
10%
15%
Technology
82%
10%
Source:
Informa9on
Masters
–
Secrets
of
the
Customer
Race
by
John
McKean
55. Now what?!
Sage
Vision
to
Strategy
Workshops
Leadership
Educa9on
for
Accoun9ng
Professionals
(LEAP)
h@p://cpa.tc/4zo
For
more
informa9on
see
the
Sage
Compe99ve
Edge
website:
56. Resources!
The
Bounce
Competency
Model
and
Curriculum
h@p://cpa.tc/4z4
BLI
Express
Leadership
&
Management
skills
on-‐demand
h@p://cpa.tc/333
Sage
Vision
&
Strategy
Workshops
&
LEAP
Course
Catalog
h@p://cpa.tc/4zo
The
ShiF
Change
in
Accoun9ng
–
Linked-‐in
Post
h@p://cpa.tc/414
h@p://www.blionline.org