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THEANTICIPATORYORGANIZATION
IMPACTOFFIRMWIDEADOPTION
Dan Burrus
Tom Hood, CPA, MACPA-BLI
Joey Havens, CPA, HORNE LLP
BLI	
  Na'onal	
  Survey	
  
Top	
  Challenges	
  2016	
  
Sleeter	
  Group	
  
Survey	
  2014	
  
The	
  #1	
  Challenge!...
Top Skills Needed for Accounting and Finance
Professionals
75%
covered by
theseTop 5
Skills
Source:	
  Business	
  Learnin...
AOAF recognized as 2016 Top learning Product
“Everyone keeps telling accountants that they
need to change their focus from...
•  An'cipa'on	
  
•  Strategic	
  Thinking	
  
•  External	
  
Awareness	
  
•  Vision	
  
•  Con'nuous	
  
Learning	
  
•...
Relevance?	
  
Windshield	
  vs	
  rearview	
  mirror?	
  
“For us, it is about relevance. And in order for
HORNE (or any other firm) to stay relevant to our
clients, we must learn ...
Rapid	
  change	
  requires	
  we	
  an'cipate	
  more	
  
•  Training	
  develops	
  skills	
  in	
  our	
  team	
  
•  T...
“Even though you access the course through your
computer, it is nothing like computer based training (CBT).
It was more li...
36	
  
www.blionline.org/ao	
  
	
  
28	
  lessons	
  –	
  4	
  modules	
  –	
  1	
  hour/week	
  
•  Very	
  short	
  single-­‐concept	
  videos	
  
(think	
 ...
•  Understanding	
  hard	
  trends	
  provides	
  future	
  facts.	
  	
  
	
  
•  Using	
  future	
  facts,	
  its	
  pos...
•  By	
  purposefully	
  focusing	
  on	
  the	
  future,	
  we	
  are	
  beeer	
  prepared	
  to	
  
understand,	
  see	
...
"The Anticipatory Organization Learning
System helps establish a mindset, a common
language and eventually a culture of be...
“The Anticipatory Organization learning
system provides a solid framework for
transforming an organization from being
reac...
43	
  
www.blionline.org/ao	
  
	
  
44	
  
For more information:
Pam Devine Director of Customized
Learning Solutions
E: pam@blionline.org
P: 443-632-2321
www...
Impact of Firm Wide Adoption - The Anticipatory Organization Accounting and Finance Edition (AOAF)
Impact of Firm Wide Adoption - The Anticipatory Organization Accounting and Finance Edition (AOAF)
Impact of Firm Wide Adoption - The Anticipatory Organization Accounting and Finance Edition (AOAF)
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Impact of Firm Wide Adoption - The Anticipatory Organization Accounting and Finance Edition (AOAF)

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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

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Impact of Firm Wide Adoption - The Anticipatory Organization Accounting and Finance Edition (AOAF)

  1. THEANTICIPATORYORGANIZATION IMPACTOFFIRMWIDEADOPTION Dan Burrus Tom Hood, CPA, MACPA-BLI Joey Havens, CPA, HORNE LLP
  2. BLI  Na'onal  Survey   Top  Challenges  2016   Sleeter  Group   Survey  2014   The  #1  Challenge!   1.  Doing more with less 2.  Information overload 3.  Being reactive vs proactive
  3. Top Skills Needed for Accounting and Finance Professionals 75% covered by theseTop 5 Skills Source:  Business  Learning  Ins'tute  2016   Research  &  Surveys  
  4. AOAF recognized as 2016 Top 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
  5. •  An'cipa'on   •  Strategic  Thinking   •  External   Awareness   •  Vision   •  Con'nuous   Learning   •  Innova'on   •  Crea'vity   •  Problem  Solving   •  Priori'za'on   •  Business  Acumen   •  Decisiveness   •  Influencing/ Persuading   •  Emo'onal   Intelligence   •  Consensus  Building   •  Collabora'on   •  Inspira'on   •  Risk  Management   •  Communica'on   www.blionline.org/ao  
  6. Relevance?   Windshield  vs  rearview  mirror?  
  7. “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 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
  8. Rapid  change  requires  we  an'cipate  more   •  Training  develops  skills  in  our  team   •  Team  collabora'on  on  opportuni'es   •  Common  language  for  collabora'on   •  Evolve  culture  from  historian  to  an'cipa'ng   opportuni'es  /  insights  
  9. “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
  10. 36   www.blionline.org/ao    
  11. 28  lessons  –  4  modules  –  1  hour/week   •  Very  short  single-­‐concept  videos   (think  mini  TED  Talks)   •  Rapid  applica'on  exercises   •  Visual  job  aids  to  reinforce  learning  
  12. •  Understanding  hard  trends  provides  future  facts.       •  Using  future  facts,  its  possible  to  an'cipate  disrup'on.     •  I  learned  how  to  think  differently.  Like  everything   worthwhile  it  takes  prac'ce.     •  By  thinking  differently,  I  quickly  see  new  opportuni'es.       •  For  me,  it’s  important  so  we  can  seize  new  opportuni'es   and  growth,  avoid  problems,  provide  greater  value  to   clients  and  grow  our  team  members’  skills.    
  13. •  By  purposefully  focusing  on  the  future,  we  are  beeer  prepared  to   understand,  see  and  seize  opportuni'es  and  growth  for  our  firm.     •  By  prac'cing  together,  our  culture  will  be  about  an'cipatory   thinking  and  service.  A  common  language  and  connec'on.     •  We  will  share  an'cipatory  insights  and  wisdom  with  our  clients  who   are  drowning  in  historical  informa'on.   •  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   cri'cal  skill  for  associates  to  partners.          
  14. "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
  15. “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, President & CEO SSAI
  16. 43   www.blionline.org/ao    
  17. 44   For more information: Pam Devine Director of Customized Learning Solutions E: pam@blionline.org P: 443-632-2321 www.blionline.org    

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