Positioning You for Success in A VUCA World - members only Professional Issues Update in an interactive townhall format.
Welcome to the new normal or the "VUCA" world as it has been called. VUCA stands for Volatility, Uncertainty, Complexity, Ambiguity. How can you position yourself for success in this VUCA world. Come hear MACPA CEO Tom Hood talk about how to deal with this VUCA world and how to keep your L>C. Tom will cover the latest trends and issues facing the CPA Profession including private company financial reporting, cloud computing, getting past the generational issues, CPA firm of the future and CFO of the future. Tom will cover the latest developments from Washington to Annapolis. Attendees will come away with a personalized action plan to ride the waves of change.
People should be judge on qualifications and experience, not gender
Surveys do not discuss experience and education. Many employers have a grid system which is based on merit, experience and education
Women sometimes make choices that put their family first over their careers
There are more women in workspace than 30 years ago
Original air date: July 20, 2017
Rebroadcast and recording info at http://www.mhmcpa.com
Minimizing taxes can help provide for capital that can be used to fund growth of your business. We will discuss practical strategies for saving your company real dollars that include:
Tax Savings opportunities for US manufacturers
R&D Tax credit opportunities you may not have considered
Maximizing the deduction for the acquisition of capital assets
Determining if your business should be operating in an S Corporation, C Corporation or Partnership
Content for this course is intended for finance professionals at all levels.
What is the "New Normal" and what does it take to lead in turbulent times. This special presentation to the 2010 CCH User Conference explores the lates ttrends and issues and what it means to lead in the "new normal"
The presentation covers the six major trends faci
No Strings Attached – 10% Cash Refund Benefit to all Companies
Most Canadian provinces have their own R&D tax credit schemes that augment the federal SR&ED benefit. Despite its booming economy, Alberta has been one of the few Canadian provinces – along with tiny Prince Edward Island – that didn't.
People should be judge on qualifications and experience, not gender
Surveys do not discuss experience and education. Many employers have a grid system which is based on merit, experience and education
Women sometimes make choices that put their family first over their careers
There are more women in workspace than 30 years ago
Original air date: July 20, 2017
Rebroadcast and recording info at http://www.mhmcpa.com
Minimizing taxes can help provide for capital that can be used to fund growth of your business. We will discuss practical strategies for saving your company real dollars that include:
Tax Savings opportunities for US manufacturers
R&D Tax credit opportunities you may not have considered
Maximizing the deduction for the acquisition of capital assets
Determining if your business should be operating in an S Corporation, C Corporation or Partnership
Content for this course is intended for finance professionals at all levels.
What is the "New Normal" and what does it take to lead in turbulent times. This special presentation to the 2010 CCH User Conference explores the lates ttrends and issues and what it means to lead in the "new normal"
The presentation covers the six major trends faci
No Strings Attached – 10% Cash Refund Benefit to all Companies
Most Canadian provinces have their own R&D tax credit schemes that augment the federal SR&ED benefit. Despite its booming economy, Alberta has been one of the few Canadian provinces – along with tiny Prince Edward Island – that didn't.
Australia and New Zealand perform well in global measures of corruption, and both countries trade on reputations for honesty and integrity.
However, rates of corruption are reported to be rising and we are trading increasingly often with countries that are considered to be highly corrupt.
This future[inc] paper examines what is currently being done, and what should be done to mitigate corruption in Australia and New Zealand.
“Business One Stop” system utilizing advanced technologies connecting disparate government agencies and implementing a single face of government with “single sign-on” web capability.
This presentation discusses how best to support innovation as part of ensuring Canada's economy is competitive when it comes to growing GDP and good quality jobs
CRA seeks your views in new on-line survey – closes Nov 30th
Ottawa recently announced a new survey to learn your views on how the SR&ED tax credit system can be improved.
The Future Legal Marketplace: Innovation, Extrapreneurship, and a Law Withou...Michele DeStefano
This presentation starts by identifying current trends and significant shifts in the law market within and outside the U.S. that are accelerating the adoption of technology and the need for innovation in legal practice and education. It then highlights some examples of innovations in how legal services are being provided and how legal education is being taught. Ultimately,it suggests some potential paths our occupation should consider taking in the future.
The St. Louis Tech Startup Report: 2014 Year in Review is an
overview and summary of the tech startup ecosystem in the Greater St. Louis Metropolitan Area. This report reflects our best efforts to capture information about the growth, evolution and current state of technology startups in the St. Louis region for the calendar year 2014. The report is based entirely on original data gathered from more than 310 active startups in the St. Louis region.
Learning2gether:Wiki-based worldwide teacher professional developmentVance Stevens
The idea behind learning2gether is something truly grass roots, what is sometimes called ‘class roots’ http://classroots.org/ where teachers have control over and continued interest in their own professional development, and where they extend their personal learning networks to hundreds of others with the same intent, at their own pace and leisure. With that in mind, if you wish the join us at any of our events, welcome,
Pr when the public does most of the relating by john bellJohn Bell
The truth is that our definition of “media” has exploded. Our idea of “influencers” has expanded. And effective communications has as much to do with building relationships through conversations and word of mouth as it does with marketing campaigns and message delivery. How do we create effective ommunications programs when peer-to-peer recommendations are the new form of “earned media”?
originally published 2008
How will the new 3 Rs – Recession, Regulation, and Recovery – affect you and your profession? How can you keep up with the increasing rate of change and complexity facing the CPA profession?
This Professional Issues Update, presented by MACPA's Executive Director and CEO Tom Hood, will help you make sense of this new world by covering the major changes happening at the global, national, and state level with new legislation, regulation, and standards. Come hear the latest updates on GAAP codification, new tax legislation (federal & state), XBRL, IFRS, Fair Value, and more as we help you keep up with accounting. You will also get the latest updates and review changes in CPA licensing and regulation including CPA exam requirements, new CPE rules, and multistate practice issues.
MACPA CEO Tom Hood, voted second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time on the list) sees five fundamental shifts facing accounting now – Leadership, Learning, Technology, Generations and Workplace. In a world of rapid change and increasing complexity, the winners will be those individuals and organizations who can keep their L>C², their rate of learning must be greater than the rate of change and greater than their competition. Tom’s updates are always popular for CPAs and include the latest trends and issues the profession is facing locally, nationally, and globally.
MACPA's semi-annual PIU series of Free four hour Professional Issues Updates for members. The Spring 2013 edition revolves around innovation and collaboration. This version covers the latest update from the Maryland General Assembly, Federal legislations, Accounting Standards, Cloud, generations in the workplace, and innovation.
These update hit over 20% of our membership annually reaching 2,000+ CPAs in all segments of our Profession - Public Accounting, CFOs, Controllers, GNFP, and more...
MACPA works to keep it's members "future ready" and to be able to thrive in this rapidly changing and complex world. This update given every six months in interactive "town hall" meetings covers the latest developments in four major areas: 1) Lookout post - the latest trends and issues facing business and the Profession; 2) Laws, regulations and standards; 3) What MACPA is doing about these issues as a membership organization; and 4) How to keep their L>C, rate of learning greater than the rate of change, or to help CPAs find their competitive edge.
The current batches of trends revives around the "shift change".
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.
Leading in the Age of Transformation is the theme of the Colorado Society of CPAs Leadership Council. This is the professional issues update to provide context from future trends and issues facing the CPA Profession.
For more information about that meeting contact Mary Medley, CEO of the COCPAs
Australia and New Zealand perform well in global measures of corruption, and both countries trade on reputations for honesty and integrity.
However, rates of corruption are reported to be rising and we are trading increasingly often with countries that are considered to be highly corrupt.
This future[inc] paper examines what is currently being done, and what should be done to mitigate corruption in Australia and New Zealand.
“Business One Stop” system utilizing advanced technologies connecting disparate government agencies and implementing a single face of government with “single sign-on” web capability.
This presentation discusses how best to support innovation as part of ensuring Canada's economy is competitive when it comes to growing GDP and good quality jobs
CRA seeks your views in new on-line survey – closes Nov 30th
Ottawa recently announced a new survey to learn your views on how the SR&ED tax credit system can be improved.
The Future Legal Marketplace: Innovation, Extrapreneurship, and a Law Withou...Michele DeStefano
This presentation starts by identifying current trends and significant shifts in the law market within and outside the U.S. that are accelerating the adoption of technology and the need for innovation in legal practice and education. It then highlights some examples of innovations in how legal services are being provided and how legal education is being taught. Ultimately,it suggests some potential paths our occupation should consider taking in the future.
The St. Louis Tech Startup Report: 2014 Year in Review is an
overview and summary of the tech startup ecosystem in the Greater St. Louis Metropolitan Area. This report reflects our best efforts to capture information about the growth, evolution and current state of technology startups in the St. Louis region for the calendar year 2014. The report is based entirely on original data gathered from more than 310 active startups in the St. Louis region.
Learning2gether:Wiki-based worldwide teacher professional developmentVance Stevens
The idea behind learning2gether is something truly grass roots, what is sometimes called ‘class roots’ http://classroots.org/ where teachers have control over and continued interest in their own professional development, and where they extend their personal learning networks to hundreds of others with the same intent, at their own pace and leisure. With that in mind, if you wish the join us at any of our events, welcome,
Pr when the public does most of the relating by john bellJohn Bell
The truth is that our definition of “media” has exploded. Our idea of “influencers” has expanded. And effective communications has as much to do with building relationships through conversations and word of mouth as it does with marketing campaigns and message delivery. How do we create effective ommunications programs when peer-to-peer recommendations are the new form of “earned media”?
originally published 2008
How will the new 3 Rs – Recession, Regulation, and Recovery – affect you and your profession? How can you keep up with the increasing rate of change and complexity facing the CPA profession?
This Professional Issues Update, presented by MACPA's Executive Director and CEO Tom Hood, will help you make sense of this new world by covering the major changes happening at the global, national, and state level with new legislation, regulation, and standards. Come hear the latest updates on GAAP codification, new tax legislation (federal & state), XBRL, IFRS, Fair Value, and more as we help you keep up with accounting. You will also get the latest updates and review changes in CPA licensing and regulation including CPA exam requirements, new CPE rules, and multistate practice issues.
MACPA CEO Tom Hood, voted second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time on the list) sees five fundamental shifts facing accounting now – Leadership, Learning, Technology, Generations and Workplace. In a world of rapid change and increasing complexity, the winners will be those individuals and organizations who can keep their L>C², their rate of learning must be greater than the rate of change and greater than their competition. Tom’s updates are always popular for CPAs and include the latest trends and issues the profession is facing locally, nationally, and globally.
MACPA's semi-annual PIU series of Free four hour Professional Issues Updates for members. The Spring 2013 edition revolves around innovation and collaboration. This version covers the latest update from the Maryland General Assembly, Federal legislations, Accounting Standards, Cloud, generations in the workplace, and innovation.
These update hit over 20% of our membership annually reaching 2,000+ CPAs in all segments of our Profession - Public Accounting, CFOs, Controllers, GNFP, and more...
MACPA works to keep it's members "future ready" and to be able to thrive in this rapidly changing and complex world. This update given every six months in interactive "town hall" meetings covers the latest developments in four major areas: 1) Lookout post - the latest trends and issues facing business and the Profession; 2) Laws, regulations and standards; 3) What MACPA is doing about these issues as a membership organization; and 4) How to keep their L>C, rate of learning greater than the rate of change, or to help CPAs find their competitive edge.
The current batches of trends revives around the "shift change".
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.
Leading in the Age of Transformation is the theme of the Colorado Society of CPAs Leadership Council. This is the professional issues update to provide context from future trends and issues facing the CPA Profession.
For more information about that meeting contact Mary Medley, CEO of the COCPAs
This presentation discusses the role of corporate taxation in terms of taxation policies for a country. The presentation will show flow taxation as well as how corporation contribute payroll taxes, GST, etc to government taxation. It is taxation that funds program spending.
Fall, 2009 1st draft Professional Issues Update for CPAs - focusing on Top 5 Trends: Economy, Regulations/Standards, Globalization, Workforce, Technology
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's CEO, Tom Hood opened the 2013 Government & Not-For-profit Conference with a briefing of the 2013 Professional Issues Update featuring the latest trends and issues facing CPAs. This special briefing focused on developments affecting Government and NFP CPAs. The MACPA Government & NFP Conference is an annual event attracting 500+ CPAs serving and working in GNFP.
Top 5 Things Entrepreneurs Need to Know
Presentation by: Plamen Petkov, Vice-President, Ontario & Business Resources
Series of presentations from the MantraVision 2015 Event held on October 21st by Mantralogix Inc.
http://insights.mantralogix.com/mantravision-2015-event
Professional Issues Update / Town Hall update for CPAs in business, Industry, Government/NFP. Semi-annual update to help CPAs stay on top of the rapid changes in business and the CPA profession. Offered throughout the year as a member service - these popular programs are a place for CPAs to get current and share their latest issues and ideas to their professional home - the Maryland Association of CPAs.
The future ready cpa – are you ready for the challenge nj showCPA.com
Increasing complexity in the future will continue to challenge individual CPAs, their firms and
their clients. CPA.com has partnered with the Institute for Global Futures in an effort to understand
the current state of the profession relative to being “future ready”. Come and learn how
to better anticipate change and adapt faster. Better preparedness to meet the challenges of the
future is critical to tomorrow’s success.
How to Future Proof your Global Payroll Operation - GPA UKImmedis
Immedis' Chief Operating Officer, Richard Limpkin and Global Tax Director, Barry Flanagan join CEO of the Global Payroll Association, Melanie Pizzey in an informative and exciting webinar on using technology innovations to future proof your global payroll operation
Similar to MACPA Professional Issues Update - Fall 2013 Edition (20)
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.
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
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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"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
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➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
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.
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.
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.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
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.
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/
Bài tập - Tiếng anh 11 Global Success UNIT 1 - Bản HS.doc
MACPA Professional Issues Update - Fall 2013 Edition
1. Tom Hood, CPA, CITP, CGMA
CEO
MACPA & the Business Learning
Institute
MACPA Town Hall & Professional
Issues Update for MEMBERS
Fall, 2013
2. http://macpa.cnf.io
Ask and answer
questions throughout
the day here…
Conferences.io was used to engage
our members and encourage open
Q&A and feedback with this
exciting new technology we will
begin incorporating into strategic
planning and CPE courses for
engagement and collaboration.
20. COSO
and
you
1. Ar,cula,ng
the
role
of
a
company
when
outsourcing
2. Pu^ng
fraud
right
out
in
the
forefront
3. Highligh,ng
the
cri,cal
nature
of
IT
21. Federal
Agenda
• Mobile
Workforce
• Tax
Due
Dates
• What’s
at
Stake
• Tax
Simplifica,on
• Amended
1099s
(de
minimis)
• DATA
Act
• Keep
accrual
basis
for
personal
service
companies
(S
Corps
&
Partnerships)
28. www.macpa.org
Revenue: how much money
the company is bringing in
Expenses: how much
money the company
is spending
Earnings
Expenses < Revenue =
Financially Healthy Company
How a CPA looks at a publicly traded
company’s financials
29. 2012 Financial Statements
Revenue =
$33.8 billion
Expenses
exceeded revenue
by $1.0 billion
Note:The Financial
Statement Deficit is
down from the
2009 highpoint of
$2.9 billion
6
31. www.macpa.org
Assets: Property, contracts, and
investments owned by a company,
regarded as having value and
available to meet debts,
commitments, or legacies.
Liabilities: Debts and
obligations arising
from past
transactions and
events
Net Assets:The residual net
worth of assets minus
liabilities. If net assets are
negative you are considered
insolvent as your obligations
are more than you own.
Assets > Liabilities =
Financially Healthy Company
How a CPA looks at a publicly traded
company’s financials
40. “It
is
more
important
to
stop
bad
bills
than
pass
good
ones.”
-‐
Calvin
Coolidge
–
President
• Sales
tax
on
accoun,ng
and
tax
services
(defeated
several
,mes)
1997
-‐
HB
580
,2001
HB
1337,
2004
HB
1364,
2007
-‐
HB
448
,
2012
HB
1051
• Maryland
corporate
accountability
(SOX
and
404
for
private
companies
and
non-‐profits)
2003
–
SB
560
• Debt
counseling
registra,on
by
CPAs
2011
-‐
SB
741
• Maryland
Tax
Preparers
2007
-‐
HB
998
• Compara,ve
fault
(several
,mes)
1998
SB
618
,
2000
-‐
SB
779,
2001
SB
483
,
2007
-‐
HB
110
• Elimina,on
of
audit
requirements
for
Maryland
cemeteries
2011
–
SB
352
•
AG
opinion
allowing
CPAs
to
include
Social
Security
numbers
on
documents
for
tax
services
–
8/30/2011
• Got
Exemp,on
from
MSP
Private
Inves,gator
Registra,on
If
not
us,
Who?
41. Building
and
Maintaining
the
CPA
Infrastructure
• Separate
funding
for
the
State
Board
2006
-‐
HB
103
• Experience
requirement
to
make
Maryland
CPAs
compa,ble
with
UAA
(Uniform
Accountancy
Act)
2001
-‐MD
COMAR
09.24.03.1
• Ethics
requirement
for
CPE
2006
-‐MD
COMAR
09.24.02.02
• Mandatory
peer
review
and
prac,ce
quality
2005
–
HB
1223
• Exemp,on
for
CPAs
from
Maryland
(and
federal)
tax
preparer
regula,on
2008
-‐
SB
817
• Prac,ce
mobility
2008
-‐
HB
1296
• Expanding
acceptable
CPE
methods
2009
-‐
HB
69
• 120/150
CPA
exam
legisla,on
2011
-‐
SB
287
• Restricted
audits,
reviews,
and
compila,ons
to
CPAs
and
added
safe
harbor
for
compila,ons
2011
-‐
HB
328
• State
Board
of
Public
Accountancy
reauthoriza,on
2013
-‐
SB
238
42. State
Board
of
Public
Accountancy
• License
–
Inac,ve
Status
Explained
• PI
License
Required
in
MD?
• Firm
Names
–
Do’s
and
Don’ts
• Mobility
–
Do
You
Have
Staff
Licensed
In
Another
State?
• MD
Firm
Permit
Number
–
Website
Requirement
• State
Board
–
Renewed
Un,l
2025
• Peer
Review
–
Update
and
Sta,s,cs
• State
Board
CPE
Audit
Periods
46. AICPA
Top
Technology
Issues
1. Managing
and
retaining
data
2. Securing
the
IT
environment
3. Managing
IT
risk
and
compliance
4. Ensuring
privacy
5. Managing
system
implementa,ons
6. Preven,ng
and
responding
to
computer
fraud
7. Enabling
decision
support
and
analy,cs
8. Governing
and
managing
IT
investment/spending
9. Leveraging
emerging
technologies
10. Managing
vendors
and
service
providers
50. "The
speed
of
change
makes
you
uncomfortable
on
a
regular
basis,"
he
says.
"That's
so
difficult
for
people
who
are
paying
mortgages,
buying
cars,
trying
to
give
their
kids
the
things
they
had,
to
get
them
through
school.
You
want
to
feel
confident
in
the
last
15
years
of
your
career
that
ater
25
or
30
years
of
effort,
it's
just
going
to
work,"
he
says.
"But
it
isn't
so.
And
I
don't
think
you
ever
get
over
the
fear
of
not
knowing.”
–
Doug
Gould
Ad
Exec
55. Innova,on
for
CPAs
• Big
Four
Trends
– Social
– Mobile
– Cloud
– Big
Data
(XBRL)
• Innova,ve
Services
– Value-‐added
CFO
– CFO
Advisory
Services
– FRF-‐SME
– Assurance
on
XBRL
Tagging
– XBRL
for
research
56. About
Digital
CPA
Helping
Prac--oners
Reach
Their
Digital
Des-na-on
November
20-‐22,
2013
Gaylord
Na,onal
Resort
&
Conven,on
Center
Washington,
D.C.
Learn more or register at:
DigitalCPA.com
60. www.blionline.org
The Research
A
2012
survey
by
the
Corporate
Execu,ve
Board
showed
that
60%
of
organiza,ons
were
experiencing
a
leadership
shortage,
an
increase
of
40
percentage
points
from
the
previous
year.
67%
#1
issue
is
developing
leaders
&
succession
planning
62. www.blionline.org
The
high
performers
in
our
survey
invest
more
in
talent,
focus
on
closing
skills
gaps,
have
more
customized
training
and
development
programs,
iden,fy
future
leaders
earlier
in
their
careers,
and
have
robust
succession
plans
in
place.
They
also
focus
more
on
“sot”
leadership
skills
such
as
the
ability
to
embody
the
organiza,on’s
culture
and
values
and
to
lead
effec,vely
in
a
complex
global
business
environment.
Paradigm Shift
Source: E&Y Paradigm Shift: Building a new talent management model to boost growth
63.
64. www.blionline.org
•
Innova,on
–
making
changes
in
an,cipa,on
of
future
trends
and
customer
needs
•
Individual
-‐
The
ability
to
analyze,
and
understand
new
situa,ons
and
new
business
plaxorms
in
a
,mely
(proac,ve)
manner.
•
Organiza,onal
–
Programs
and
processes
designed
to
enhance
its
collec,ve
ability
to
acquire
new
knowledge
and
skills,
and
to
stay
ahead
of
the
market.
Source: Bersin & Associates
Innovation = Agile Learning
The right talent at
the right time with
the right skills
65. www.blionline.org
• Career
Path
(Ladder)
• Competency-‐based
Learning
• Curriculum
• Compliance
Tracking
for
CPAs
• Content
–
world-‐class
Technical
&
Leadership
Courses
in
mul,ple
formats
• Context
–
Line
of
sight
to
organiza,on
vision,
mission,
strategy
&
culture
Our approach -The Six C’s
67. CPAs
are
trusted
advisors
who,
combining
insight
with
integrity
deliver
value
by:
T
CommunicaFng
the
total
picture
with
clarity
and
objec,vity
TranslaFng
complex
informa,on
into
cri,cal
knowledge
AnFcipaFng
and
crea,ng
opportuni,es
Turning
insights
into
acFon
to
transform
vision
into
reality
70. T
Curriculum design by BLI and AICPA
usingTop 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.
71. Innova,on
&
Accoun,ng
1. Create
an
innova,on
mindset
2. Nurture
crea,vity
3. Prepare
the
path
to
profit
4. Match
metrics
to
the
stage
of
development
5. Take
a
balanced
view
of
risk
across
the
porxolio
hQp://cpa.tc/3ey
72. The
collaboration curve
is
replacing
the
experience
curve
“The organizations that will
become the household names of
this century will be renowned for
sustained, large-scale, efficient
innovation.
The key to that capability is
neither company loyalty nor free-
agent autonomy but, rather, a
strong collaborative community.”
HBR, July-August 2011
#CC>EC
74. Three
Rules
for
Success
1. BeQer
before
cheaper
(it's
best
to
compete
on
differen,ators
other
than
price);
2. Revenue
before
cost
(priori,ze
increasing
revenue
over
reducing
costs);
3. There
are
no
other
rules.
75. “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
76. Average
is
over!
1. Think
like
an
immigrant
(Paranoid
Op,mist)
2. Think
like
an
ar,san
3. Think
like
an
innovator
(always
be
in
beta)
4. Think
like
an
entrepreneur
-‐
Tom
Friedman
hQp://cpa.tc/3cr
hQp://cpa.tc/3cr
77. Tom
Hood,
CPA.CITP
CEO
Maryland
AssociaFon
of
CPAs
Business
Learning
InsFtute
(443)
632-‐2301
E-‐mail
tom@macpa.org
Web
h`p://www.macpa.org
Blog
h`p://www.cpasuccess.com
Blog
h`p://www.bizlearningblog.com
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me
on:
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