This document summarizes a presentation given at the AICPA EDMAX Committee meeting on November 10, 2010 in New Orleans, LA. The presentation discusses the rapid pace of change in business and society driven by technology and globalization. It emphasizes the need for new skills like collaboration, strategic thinking, and social media use. Examples are given of how one CPA organization used social media to build relationships and engage members. The presentation concludes by encouraging CPAs to get started with social media to navigate changes in the profession.
Leadership & the New / Young CPA Professional at the Maryland CPA Summit. A forum for NYPNs to collaborate and express their top issues hosted by the Mar
For many years, organizations that have been recognized as best places to work have received that recognition because they have cultures that create the conditions for people to thrive personally and professionally. Cultures in organizations that are good places to work develop environments in which people work together in support of the mission and vision.
Leadership & Technology presenation to the Baltimore County Pubic Schools - Office of Fiscal Services Featuring Insights to Action, Social Media, Mindmanager, XBRL.
Improving Employee Engagement Through Social LearningTaleo Research
What role can social learning play in improving employee engagement? This presentation will discuss three approaches in particular: developing a prosumer model, developing employee learning networks, and creating shared learning spaces.
If people are given the right tools and the right environment, will hey spontaneously collaborate and share knowledge? Why do some people find it difficult to share and collaborate? Would incentives and rewards make a difference? These and similar issues are explored in this presentation given at the recent Knowledge and Innovation Network (KIN) Summer Workshop.
Leadership & the New / Young CPA Professional at the Maryland CPA Summit. A forum for NYPNs to collaborate and express their top issues hosted by the Mar
For many years, organizations that have been recognized as best places to work have received that recognition because they have cultures that create the conditions for people to thrive personally and professionally. Cultures in organizations that are good places to work develop environments in which people work together in support of the mission and vision.
Leadership & Technology presenation to the Baltimore County Pubic Schools - Office of Fiscal Services Featuring Insights to Action, Social Media, Mindmanager, XBRL.
Improving Employee Engagement Through Social LearningTaleo Research
What role can social learning play in improving employee engagement? This presentation will discuss three approaches in particular: developing a prosumer model, developing employee learning networks, and creating shared learning spaces.
If people are given the right tools and the right environment, will hey spontaneously collaborate and share knowledge? Why do some people find it difficult to share and collaborate? Would incentives and rewards make a difference? These and similar issues are explored in this presentation given at the recent Knowledge and Innovation Network (KIN) Summer Workshop.
A presentation I did for Awareness Networks around what organizations need to consider for successful collaboration initiatives. Several concepts and models are included from by book, The Collaborative Organization (which talks about these concepts in far greater detail). Overall the presentation should help guide viewers on understanding where they are in the collaborative spectrum and what they need to do to move forward (based on the maturity model).
Collaborative Innovation: The State of EngagementDan Keldsen
The ultimate benefits of Collaborative Innovation are when Collaborative Innovation is applied at a strategic level - but are you using the tactics to make the most of Collaborative Innovation?
Last quarter the Collaborative Innovation Team surveyed over 200 thought leaders in multiple functional roles from large and small organizations distributed worldwide. The results offer some fascinating insights into the ways that collaborative innovation is and isn’t being implemented in businesses today.
With only 15% of respondents stating their organization is "very effective" at Collaborative Innovation, and a mere 35% who believe Collaborative Innovation ranks up with the core capabilities of business such as R&D, Operations, Marketing and more - we’re certainly not all masters of this space just yet.
Call it Collaborative Innovation, Enterprise 2.0, Open Innovation, Innovation Management, Hyper-Social Innovation or Social Business... are you doing it? Doing it well? Find out what we've uncovered in this sneak preview of the upcoming ebook on our research results from late 2011 to early 2012.
(Collaboration) Stop Pushing, Get Your Team to Pull!Dan Keldsen
Most collaboration deployments rely on luck, or a hope that "buying the best" will make for collaboration success. You'd have better odds playing the lottery than expecting that kind of strategy to work out.
The unfortunate truth is that most collaboration implementations are not designed and pre-loaded to solve actual business problems or to expedite the daily work that real employees need to get done on a regular basis.
As a result, most collaboration deployments are doomed to failure.
Dan Keldsen, collaboration expert and principal consultant at Information Architected, shows you how to stack the odds in your favor with:
* Pre-engagement, rollout and post-rollout strategies that get more people using your platform right out of the gate and on into the future.
* War stories of collaboration deployments gone bad.
* Top reasons why people DO use (and even love) their collaboration platform.
* And a combination of techniques from the realms of influence, gaming, design and Agile that increase user adoption.
This webinar was presented by Elliot Masie and David Wilkins as part of learning focused webinar series. In this presentation, Elliot and David discuss key learning trends.
Why space matters...the role of orchestrated serendipityPaul Corney
A presentation that formed the backdrop of a workshop I ran for the NetIKX group in early 2014. It explored why it is important for organisations to consider how they organise their working environment, what works and what doesn't.
Well attended and an interesting set of conversations (you'd expect that with Harold Jarche and David Gurteen in the audience - an accompanying report was made available - here's the link: http://www.scribd.com/doc/205349954/when-space-matters-and-the-role-of-orchestrated-serendipity-survey-and-workshop-findings
This was the slides I researched for sometime to help my organization to build a Community of Practice to support Innovation culture. I will be very pleased if you can share your experience relate on how to build a successful CoP.
Making Collaboration Work For you Chicago Booth 2- 3- 2010Rachel Kaberon
The first part of a series using collaboration to explore collaboration for individuals who are less familiar with the basics--where do you find what you want, what differentiates a good collaboration from an everyday effort and how can you become a better collaborator
Demonstrating value with Communities Of PracticeCollabor8now Ltd
How do you demonstrate or even measure the value of collaboration and knowledge sharing? This presentation is based on over 7 years experience gained implementing on-line communities for the UK public sector.
This document serves as an introduction and overview of the Weadership Framework. For more information, see the project's website: www.enhancingworkforceleadership.org
Emerging Skills for L&D to Enable the Future of Workarun pradhan
Presented at DevLearn 2018, this preso examines key themes in the Future of Work, what it means for learning and augmentation, the key activities for L&D in that context and emerging skills as a result. Along the way, there are a few detours including mammoths, centaurs to kitchen sinks...
Weaving collaboration: Exploring new possibilities in post-quake CanterburyChris Jansen
Presentation with Dr Billy O'Steen at the Shirley Papanui Community Leadership Day in Christchurch on May 9th 2014...fantastic group of 80 passionate leaders across this part of Christchurch, Kia kaha!
One thing every CPA agrees on is that this time it’s different. The question on everyone’s mind is what is the new normal?
What are the major trends and issues you must be paying attention to?
Tom Hood will share his insights on the four mega-trends affecting the CPA profession – Globalization, Workforce/Demographics, Technology, and Regulations/Standards and what they mean to your firm. You will also learn how leadership has fundamentally changed and what you can do to get ahead of the next waves of change.
THE POWER OF INFLUENCE: LEADERSHIP STRATEGIES FOR THE EXTRAORDINARY LEADERTom Hood, CPA,CITP,CGMA
Influence, by definition, is the ability to have others take actions you suggest, while you continue to build and maintain a good relationship with them. Not an easy skill set to learn – but an essential one for any woman who wants to achieve success in the accounting profession. So how do you get there? In this session, Tom Hood will show you. Named five times as one of the 100 most influential people in the CPA profession, Hood
will share tips and ideas drawn from his wide-ranging (and, yes, definitely influential) career to show you how to hone your own leadership skills to
make you a more powerful influencer than ever before.
Tom will be featuring BLI's latest SMART tool, I2A: Insights to Action - a strategic thinking system. This sytem is the foundation for the AICPA's Leadership Academy and the strategic planning facilitation process used with the Major Firm's Group and many of the Top 100 CPA firms.
A presentation I did for Awareness Networks around what organizations need to consider for successful collaboration initiatives. Several concepts and models are included from by book, The Collaborative Organization (which talks about these concepts in far greater detail). Overall the presentation should help guide viewers on understanding where they are in the collaborative spectrum and what they need to do to move forward (based on the maturity model).
Collaborative Innovation: The State of EngagementDan Keldsen
The ultimate benefits of Collaborative Innovation are when Collaborative Innovation is applied at a strategic level - but are you using the tactics to make the most of Collaborative Innovation?
Last quarter the Collaborative Innovation Team surveyed over 200 thought leaders in multiple functional roles from large and small organizations distributed worldwide. The results offer some fascinating insights into the ways that collaborative innovation is and isn’t being implemented in businesses today.
With only 15% of respondents stating their organization is "very effective" at Collaborative Innovation, and a mere 35% who believe Collaborative Innovation ranks up with the core capabilities of business such as R&D, Operations, Marketing and more - we’re certainly not all masters of this space just yet.
Call it Collaborative Innovation, Enterprise 2.0, Open Innovation, Innovation Management, Hyper-Social Innovation or Social Business... are you doing it? Doing it well? Find out what we've uncovered in this sneak preview of the upcoming ebook on our research results from late 2011 to early 2012.
(Collaboration) Stop Pushing, Get Your Team to Pull!Dan Keldsen
Most collaboration deployments rely on luck, or a hope that "buying the best" will make for collaboration success. You'd have better odds playing the lottery than expecting that kind of strategy to work out.
The unfortunate truth is that most collaboration implementations are not designed and pre-loaded to solve actual business problems or to expedite the daily work that real employees need to get done on a regular basis.
As a result, most collaboration deployments are doomed to failure.
Dan Keldsen, collaboration expert and principal consultant at Information Architected, shows you how to stack the odds in your favor with:
* Pre-engagement, rollout and post-rollout strategies that get more people using your platform right out of the gate and on into the future.
* War stories of collaboration deployments gone bad.
* Top reasons why people DO use (and even love) their collaboration platform.
* And a combination of techniques from the realms of influence, gaming, design and Agile that increase user adoption.
This webinar was presented by Elliot Masie and David Wilkins as part of learning focused webinar series. In this presentation, Elliot and David discuss key learning trends.
Why space matters...the role of orchestrated serendipityPaul Corney
A presentation that formed the backdrop of a workshop I ran for the NetIKX group in early 2014. It explored why it is important for organisations to consider how they organise their working environment, what works and what doesn't.
Well attended and an interesting set of conversations (you'd expect that with Harold Jarche and David Gurteen in the audience - an accompanying report was made available - here's the link: http://www.scribd.com/doc/205349954/when-space-matters-and-the-role-of-orchestrated-serendipity-survey-and-workshop-findings
This was the slides I researched for sometime to help my organization to build a Community of Practice to support Innovation culture. I will be very pleased if you can share your experience relate on how to build a successful CoP.
Making Collaboration Work For you Chicago Booth 2- 3- 2010Rachel Kaberon
The first part of a series using collaboration to explore collaboration for individuals who are less familiar with the basics--where do you find what you want, what differentiates a good collaboration from an everyday effort and how can you become a better collaborator
Demonstrating value with Communities Of PracticeCollabor8now Ltd
How do you demonstrate or even measure the value of collaboration and knowledge sharing? This presentation is based on over 7 years experience gained implementing on-line communities for the UK public sector.
This document serves as an introduction and overview of the Weadership Framework. For more information, see the project's website: www.enhancingworkforceleadership.org
Emerging Skills for L&D to Enable the Future of Workarun pradhan
Presented at DevLearn 2018, this preso examines key themes in the Future of Work, what it means for learning and augmentation, the key activities for L&D in that context and emerging skills as a result. Along the way, there are a few detours including mammoths, centaurs to kitchen sinks...
Weaving collaboration: Exploring new possibilities in post-quake CanterburyChris Jansen
Presentation with Dr Billy O'Steen at the Shirley Papanui Community Leadership Day in Christchurch on May 9th 2014...fantastic group of 80 passionate leaders across this part of Christchurch, Kia kaha!
One thing every CPA agrees on is that this time it’s different. The question on everyone’s mind is what is the new normal?
What are the major trends and issues you must be paying attention to?
Tom Hood will share his insights on the four mega-trends affecting the CPA profession – Globalization, Workforce/Demographics, Technology, and Regulations/Standards and what they mean to your firm. You will also learn how leadership has fundamentally changed and what you can do to get ahead of the next waves of change.
THE POWER OF INFLUENCE: LEADERSHIP STRATEGIES FOR THE EXTRAORDINARY LEADERTom Hood, CPA,CITP,CGMA
Influence, by definition, is the ability to have others take actions you suggest, while you continue to build and maintain a good relationship with them. Not an easy skill set to learn – but an essential one for any woman who wants to achieve success in the accounting profession. So how do you get there? In this session, Tom Hood will show you. Named five times as one of the 100 most influential people in the CPA profession, Hood
will share tips and ideas drawn from his wide-ranging (and, yes, definitely influential) career to show you how to hone your own leadership skills to
make you a more powerful influencer than ever before.
Tom will be featuring BLI's latest SMART tool, I2A: Insights to Action - a strategic thinking system. This sytem is the foundation for the AICPA's Leadership Academy and the strategic planning facilitation process used with the Major Firm's Group and many of the Top 100 CPA firms.
How is Leadership Changing? What do Young Professionals need to succeed in this New Normal?
This closing keynote at the first AICPA EDGE Conference in New Orleans included a facilitated conversation with this group of over 100 young professionals.
Tom Hood led the process with alumni form AICPA's leadership academy who have been taught the i2a: Insights to Action - Strategic Thinking System. They led table discussions and used sticky notes to make their ideas portable and their thinking visible to others. The results are on slides 17-26.
We are quickly moving from command & control to connect & collaborate and these young leaders understand these changing dynamics of leadership.
Growing future leaders with social technologiesTodd Nilson
The nature of mentoring in the enterprise has changed, largely thanks to the advent of social technologies being implemented in business settings that allow for meaningful connection, interaction, collaboration, and coaching online. This has allowed enterprises to scale their mentoring efforts, enabling many-to-many rather than one-to-one or one-to-many mentoring relationships. These technologies also provide greater visibility for leaders and human resources to see standout performance and contributions from employees who might otherwise be overlooked. This presentation outlines the trends and technologies that are enabling mentoring to evolve in the workplace and the process for igniting this change in your own.
I gave this presentation at the International Programs Office of the City of Austin on Feb 24, 2012. It combines several previous presentations and Thank you to the CIty of Austin for t
Session for MACPA's Beach Retreat on July 6, 2012. The 5 C's (seas) Change, Complexity, Compliance, Convergence, and Competition. We covered the latest trends in social business and what it means from a leadership and change management perspective.
This presentation is titled Shared Vision, Shared Understanding, Shared Leadership building on the idea of to engage in strategic thinking, an organization needs to develop strategic thinkers. And, an effective organization needs a diverse, collaborative group of talented, motivated strategic thinkers, some of whom have positional leadership roles, others do not.
Global Leadership: Why being networked mattersCheryl Doig
This presentation explores some ways in which educational leaders are extending their networks and looking beyond their own systems in order to lead for the future. It uses the ACEL Leadership Capability Framework as the basis to explore innovation, partnerships and networks in more depth.
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
1. AICPA EDMAX Committee
The State of Informal & Social Learning
November 10, 2010
The Roosevelt Hotel
New Orleans, LA
2. How can we thrive amidst rapid change and turbulence?
Will the speed of change
increase or decrease?
Will things get more
complex or less
complex?
CPAs and businesses
are feeling
overwhelmed by the
rapid and turbulent
pace of change
6. The Big Questions
What single word has best defined our ability to reshape
society, technology, and business over the past 200 years?
What single word best describes the greatest challenge to our
ability to innovate and to deal with uncertainty in the
future? Source: Tom Kousopulos @tkspeaks
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7. Turbulent times require new skills and new
ways of thinking
“You can’t stop the waves, but you can learn to surf”
- Jon Kabat-Zinn
Photo: Pratt’s surfing page
10. How Leadership gets it done is changing!
From: Command & Control
To: Connect & Collaborate
11. The Eight Net Gen Norms that will transform
business, education and government
1. Freedom – The freedom to work when
and where you want
2. Customization – My job my life
3. Scrutiny – I know what you did last night
4. Integrity – Be a good company to work for
5. Collaboration – Teamwork
6. Entertainment – Work should be fun
7. Speed – Let’s make things happen now!
8. Innovation – Let me invent
“…when technology, demographics and global economics collide you are faced with a
category six (6) business revolution”
– Don Tapscott & Anthony Williams - Wikinomics
12. The Five Qualities of
Extraordinary Leaders
1. Sight ‐ Ability to see emerging
patterns and shift perspective when
necessary
2. Insight ‐ Ability to learn faster than
the rate of change in your industry
“To keep pace in your industry, let
alone excel as a leader, requires
3. Create ‐ Ability to think strategically
your rate of learning to be greater
and creatively to gain insights that
than, or equal to, the rate of
create new opportunities and foster
change.”
innovation
4. Communicate ‐ Ability to
collaborate inside and outside your
organization and to build and sustain
social networks of people engaged in
the work
5. Inspire – Ability to mobilize support
and engage others to join you in
ACTION 12
13. Leadership in the new normal
Three Critical Competencies
Built on strengths
Strengths- and positivity
Future-minded Based Self-awareness
and flexible mindset
Leadership In the moment
Ability to make
your thinking Strategic
visible to others Thinking
Network
Collaborative and
curious with the ability
Leadership
to ask powerful questions Boundary
Crossing
Capable of engaging and
Inspiring people
AICPA Leadership Academy – October 4-7, 2010 – Meeting summary by Business Learning Institute 13
15. Follow us on our journey of Web 2.0,
Social Media and Second Life
We will answer these questions:
1. What caused us to explore Web 2.0, social media & Second Life?
2. How did we do it?
3. What did we learn?
4. What does it mean to you and all CPAs?
19. Insights from DEVLEARn
via Twitter
Just two sample tweets from DEVLEARN10 that was happening as I was
presenting at EDMAX. A great way of “being in two places at the same time” and
for sharing information from conferences back home…
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21. CPA Learning 2.0 – The first self-
directed learning tool for CPAs
• Got Permission from
Helen Blowers at Library
Association to borrow with
attribution
• Bill Sheridan & Tom
Hood worked on exercises
and used blog to support
self-directed learning
• Oct, 2007 Staff
volunteered to “do it”
• Feb, 2008 Staff
completed (95%
participation)
• Opened up to the world
31. What did we learn?
1.Relationships &
the Network Effect
2.Listening &
learning
3.Builds Social
Capital (Whuffie)
4. Effective
Communication
Tool
32. We learned that social media can
be a valuable leadership tool
Web 2.0
Association 2.0
Leadership 2.0
33. How can we make What
sense of the possibilities
changing & do we see?
complex world? What direction
should we go?
What does What new
it mean to future can we
us? create?
How is the
world
changing?
Who do we
need to enlist
to help us?
34. Five Things to Get You Started
1. Create a digital
footprint
2. Start listening
3. Make friends
4. Create & Share
5. Recognize &
Reciprocate
35. The BLI Story
The BLI logo is a perfect symbol for our current
challenges and opportunities – notice the subtle “e”?
It represents all things digital (e as in e-learning, the
web) that are enabling and disruptive, threat and
opportunity. Then look at the tornado, the symbol of
disruption, change, and the rapid technological
forces that have been at work for the past decade.
Finally, did you notice the people? They are sitting on
top of the turbulence, collaborating and working
together to stay away from the vortex at the bottom
where disruption is most dangerous.
The Business Learning Institute is the national leader in providing strategic
thinking, leadership and communication, and other “soft skills” training to
leading CPA Firms, corporate finance teams, and other organizations. We have
been recognized for innovative learning using virtual worlds (second life) and
social media as we experience another mega-trend – the movement from e-
learning to “we” learning. We also are the co-developer and owner of the I2A –
Insights to Action and M2M – Mind to Matter strategic thinking and personal
leadership development systems.
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AICPA Peer Review Board – October 11 & 12, 2010 – Meeting summary by Business Learning Institute
36. Meeting Details
AICPA EDMAX Committee
The State of Informal & Social Learning
New Orleans, LA
November 10, 2010
For more information on the Business Learning Institute offerings or our Insights to
Action™ Strategic Thinking System for strategic planning, leadership development:
Tom Hood, CPA.CITP Pam Devine
CEO Business Development Director
Business Learning Institute Business Learning Institute
http://www.bizlearning.net/strategicplanning http://www.bizlearning,net
(800) 888‐481‐3500 (800) 888‐481‐3500
tom@bizlearning.net pam@bizlearning.net
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37. MACPA resources
• CPA Success, our daily blog
http://www.CPASuccess.com
• CPA Spotlight, our weekly podcast
http://www.macpa.org/Content/23333.aspx
• Other MACPA blogs:
• www.CPALegislativeInsider.com
• www.NewCPAs.com
• www.bizlearningblog.com
• www.cpaisland.com
• CPA Learning 2, a Web 2.0 playground by CPAs for CPAs
http://www.CPALearning2.com
38. =
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LinkedIn: http://www.linkedin.com/in/tomhood
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Youtube: http://www.youtube.com/thoodcpa
Second Life avatar name: Rocky Maddaloni