Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Creating the “Future Ready”
Firm - Firms Implementing
the Anticipatory
Organization™ Model
Session 12 December 6, 2016
9:0...
Jeff	Wald	
K-Coe	Isom	
@feedthewald	
Horne	LLP	
@joeyhavensCPA	
Tom	Hood	
@tomhood	
Rich	Stang	
@DeleonStang	
DeLeon	&	Stan...
Anticipation – The
Missing Competency
BLI	NaIonal	Survey	
Top	Challenges	2016	
Sleeter	Group	Survey	2014	
The	#1	Challenge!	
1. Doing more with less
2. Informat...
“For us, it is about relevance. And in order for
HORNE (or any other firm) to stay relevant to our
clients, we must learn ...
Your	staff	are	future	ready,	proacIve	advisors	
capable	of	presenIng	and	discussing	industry	
trends	and	insights	with	your...
Rapid change requires we anticipate more
•  Training develops skills in our team
•  Team collaboration on opportunities
• ...
#FutureReady!
Is the capacity to be
anticipatory (aware,
predictive and adaptive) of
emerging trends in
business, technolo...
AOAF recognized as 2016Top learning Product
“Everyone keeps telling accountants that they
need to change their focus from ...
AOAF Covers the Top Skills Needed for
Accounting and Finance Professionals
75%
covered by
theseTop 5
Skills
www.blionline....
I	don’t	have	
Ime	to		do	
this…
28	lessons	–	4	modules	–	1	hour/week	
	
•  Very	short	single-concept	videos	(mini	TED	Talks)	
•  Rapid	applicaIon	exercise...
•  $1	invested	in	e-learning	=	
$30	increase	in	producIvity	
•  18%	increase	in	employee	
engagement	
•  Reduces	learning	...
“Even though you access the course through your
computer, it is nothing like computer based training (CBT).
It was more li...
"The Anticipatory Organization Learning System
helps establish a mindset, a common language
and eventually a culture of be...
•  AnIcipaIon	
•  Strategic	Thinking	
•  External	
Awareness	
•  Vision	
•  ConInuous	
Learning	
•  InnovaIon	
•  CreaIvit...
20	
“The Anticipatory Organization learning system
provides a solid framework for transforming an
organization from being ...
Examples	
21
•  Understanding hard trends provides future facts.
•  Using future facts, its possible to anticipate disruption
•  I lear...
•  By purposefully focusing on the future, we are better prepared to
understand, see and seize opportunities and growth fo...
http://www.blionline.org
If there is a conversation about the future
of the profession, you're bound to hear
Hood's name mentioned as one of the
pe...
CREATING THE “FUTURE READY” FIRM - FIRMS IMPLEMENTING THE ANTICIPATORY ORGANIZATION™ MODEL
CREATING THE “FUTURE READY” FIRM - FIRMS IMPLEMENTING THE ANTICIPATORY ORGANIZATION™ MODEL
CREATING THE “FUTURE READY” FIRM - FIRMS IMPLEMENTING THE ANTICIPATORY ORGANIZATION™ MODEL
CREATING THE “FUTURE READY” FIRM - FIRMS IMPLEMENTING THE ANTICIPATORY ORGANIZATION™ MODEL
Upcoming SlideShare
Loading in …5
×

CREATING THE “FUTURE READY” FIRM - FIRMS IMPLEMENTING THE ANTICIPATORY ORGANIZATION™ MODEL

1,494 views

Published on

The #1 reason clients leave their CPAS is that they did not get proactive advice, only reactive (historical) services.

“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, Accounting Today

Research by CPA.COM defines ‘future ready’ as the ability to be aware, predictive and adaptive to future trends and emerging technologies. In other words to be anticipatory - to identify opportunities before the competition, customer needs before they have them, disruptions before they disrupt and problems before you have them.

In this session, Tom Hood will be moderating a panel of firms that have implemented Daniel Burrus's work to build a culture of innovation and consulting. Learn more about how these firms are leveraging the Anticipatory Organization concepts to help their firms take the lead! Featured are Joey Havens, Horne, LLP, Jeff Wald, K-Coe Isom, and Rich Stang of DeLeon & Stang.

The top executives of these four organizations recently led the implementation of this learning with support by learning and/or administrative team members. All four said the biggest impact was on the mindset of their teams. Changing their teams’ mindset to be more proactive and future-focused, combined with the new language of the “anticipatory organization,” changed the conversations among their team members. Conversation and communication with this new mindset lead to a culture shift that they all experienced. If you can change your team’s mindset and language, you can change results and, ultimately, your culture.

For more information on how you can bring the Anticipatory Organization to your firm, contact us at 888-481-3500 or email info@blionline.org

Published in: Business

Comments are closed

  • Be the first to comment

CREATING THE “FUTURE READY” FIRM - FIRMS IMPLEMENTING THE ANTICIPATORY ORGANIZATION™ MODEL

  1. Creating the “Future Ready” Firm - Firms Implementing the Anticipatory Organization™ Model Session 12 December 6, 2016 9:00 am – 10:15 am Tom Hood – moderator Panel: Joey Havens - Horne, Rich Stang – DeLeon & Stang, Jeff Wald – K-Coe Isom 1
  2. Jeff Wald K-Coe Isom @feedthewald Horne LLP @joeyhavensCPA Tom Hood @tomhood Rich Stang @DeleonStang DeLeon & Stang
  3. Anticipation – The Missing Competency
  4. BLI NaIonal Survey Top Challenges 2016 Sleeter Group Survey 2014 The #1 Challenge! 1. Doing more with less 2. Information overload 3. Being reactive vs proactive The #1 reason clients leave their CPA firm is that they did not get proactive advice only reactive (historical) services.
  5. “For us, it is about relevance. And in order for HORNE (or any other firm) to stay relevant to our clients, we must learn to anticipate change and help prepare for the opportunities before they arrive. We are also committed to prepare our team members for the future—the opportunity to learn anticipatory skills make them future-ready. It also ensures that our firm will even become more relevant to our clients.” - Kathy Watts, CPA Chair of the Board Partner in Charge of Healthcare HORNE LLP Top 50 CPA Firm
  6. Your staff are future ready, proacIve advisors capable of presenIng and discussing industry trends and insights with your clients… Imagine if…
  7. Rapid change requires we anticipate more •  Training develops skills in our team •  Team collaboration on opportunities •  Common language for collaboration •  Evolve culture from historian to anticipating opportunities / insights
  8. #FutureReady! Is the capacity to be anticipatory (aware, predictive and adaptive) of emerging trends in business, technology, demographics, and the social environment impacting your organization and industry. - Tom Hood! Source: CPA.COM Insight into the CPA of the Future Study 2014 92% of CPAs ! Not #futureready!
  9. AOAF recognized as 2016Top learning Product “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, Accounting Today
  10. AOAF Covers the Top Skills Needed for Accounting and Finance Professionals 75% covered by theseTop 5 Skills www.blionline.org The beauty of the Anticipatory OrganizationTM model is that it offers a clear process that makes highly-abstract leadership competencies attainable and trainable. "
  11. I don’t have Ime to do this…
  12. 28 lessons – 4 modules – 1 hour/week •  Very short single-concept videos (mini TED Talks) •  Rapid applicaIon exercises •  Visual job aids to reinforce learning Anticipatory Organization - First Nano Learning for Accounting and Finance Professionals designed to learn more in less time
  13. •  $1 invested in e-learning = $30 increase in producIvity •  18% increase in employee engagement •  Reduces learning Ime 25 to 60 percent •  Increases retenIon of learning dramaIcally •  Keeps them producIve and able to self-pace around busy schedules The Anticipatory Organization learning system is designed to teach you more in less time. Using very short, single-concept videos with rapid application exercises to immediately apply the concepts to your work.
  14. “Even though you access the course through your computer, it is nothing like computer based training (CBT). It was more like watching a number of great TED talks and after each short video, you helped the learner apply the concepts to their role. It changes how you view strategy and leadership by targeting how to think instead of telling you what to think. We were able to distill some very complex concepts, frame them in a manageable and meaningful way, and allow the user to tailor the lessons to their own field. It resonated with me far better than I expected a course delivered through this format ever could. Well done!” - Adam Dalson Major USAF Anticipatory Organization:Accounting and Finance Edition (AOAF)
  15. "The Anticipatory Organization Learning System helps establish a mindset, a common language and eventually a culture of being anticipatory for our clients. By making this anticipatory skillset a core strength of our teams, it brings creative and new ideas that make us more valuable to our clients and it creates a game changer for our firm.” -  Joey Havens, CPA Executive Partner, HORNE LLP Top 50 CPA Firm
  16. •  AnIcipaIon •  Strategic Thinking •  External Awareness •  Vision •  ConInuous Learning •  InnovaIon •  CreaIvity •  Problem Solving •  PrioriIzaIon •  Business Acumen •  Decisiveness •  Influencing/ Persuading •  EmoIonal Intelligence •  Consensus Building •  CollaboraIon •  InspiraIon •  Risk Management •  CommunicaIon www.blionline.org/ao
  17. 20 “The Anticipatory Organization learning system provides a solid framework for transforming an organization from being reactive to anticipatory. Learning how to anticipate disruptions and new opportunities is extremely important now and in the years ahead.” -  Anoop Mehta, CPA CEO, Science Systems and Applications, Inc.
  18. Examples 21
  19. •  Understanding hard trends provides future facts. •  Using future facts, its possible to anticipate disruption •  I learned how to think differently. Like everything worthwhile it takes practice •  By thinking differently, I quickly see new opportunities •  For me, it’s important so we can seize new opportunities and growth, avoid problems, provide greater value to clients and grow our team members’ skills
  20. •  By purposefully focusing on the future, we are better prepared to understand, see and seize opportunities and growth for our firm. •  By practicing together, our culture will be about anticipatory thinking and service. A common language and connection. •  We will share anticipatory insights and wisdom with our clients who are drowning in historical information. •  We will collaborate on challenges differently, allowing us to predict and prevent by going opposite or skipping it. •  Our people growth and engagement learning track includes this as a critical skill for associates to partners.
  21. http://www.blionline.org
  22. If there is a conversation about the future of the profession, you're bound to hear Hood's name mentioned as one of the people leading the way. – Accounting Today Tom Hood, CPA, CITP, CGMA CPA Practice Adviser Accounting Hall of Fame Named the Second Most Influential in Accounting by Accounting Today Magazine 2013 - 2015 Top 150 Influencer by Linked-In Top 25 Influencers in Learning & HR - HR Examiner Top 25 Public Accounting Thought Leaders - CPA Practice Adviser Co-founder of the Business Learning Institute CEO Maryland Association of CPAs (MACPA) www.macpa.org Business Learning Institute (BLI) www.blionline.org http://www.linkedin.com/in/tomhood/

×