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Tom Hood, CPA, CITP, CGMA
CEO
“Sage’s	
  vision	
  is	
  to	
  help	
  CPAs	
  &	
  accountants	
  
change	
  and	
  deal	
  with	
  a	
  rapidly	
  changing	
  
future,	
  so	
  that	
  small	
  businesses	
  can	
  thrive.	
  
Even	
  if	
  it	
  is	
  one	
  person	
  at	
  a	
  Ame.”	
   	
   	
  	
  	
  
	
   	
   	
   	
   	
  	
  
–	
  Jennifer	
  Warawa	
  
VP Partner Programs and Channel Sales
Sage North America
Say	
  what?	
  V2S	
  –	
  i2a	
  –	
  8-­‐S	
  Model	
  
Strategy Staff
Skills
Structure
Style
Systems
Shared
Vision
Shared
Beliefs
Direc'on	
  
www.blionline.org	
  
 	
  	
  
	
   	
  	
   	
   	
  	
  
What	
  do	
  you	
  think	
  of	
  
when	
  you	
  hear	
  
	
  
Vision 	
  	
  Strategy	
  	
  	
  
	
  	
   	
   	
   	
  	
  
 	
  	
  
	
   	
  	
   	
   	
  	
  
i2a:	
  Insights	
  to	
  AcAon	
  –	
  	
  
A	
  Strategic	
  Thinking	
  System	
  
Triple	
  Insights	
  
Foresight	
  Hindsight	
  
Insight	
  
#MBSN	
  
Make	
  Your	
  Thinking	
  Visible	
  
Make	
  Your	
  Ideas	
  Portable	
  
Link	
  &	
  Leverage	
  Ideas	
  	
  
	
  	
   	
   	
   	
  	
  
Collabora'on	
  Rules	
  
•  Be present or absent but don’t be both.
•  Individual, Small Group, Large Group
•  One idea per sticky
•  Write large and clearly using Sharpie
When creating your
HISTORY, identify the
most important:
•  People
•  Places
•  Events
•  Successes
•  Challenges
A	
  Look	
  Back...	
  History	
  
What	
  are	
  the	
  VALUES	
  &	
  
PRINCIPLES	
  that	
  have	
  
guided	
  your	
  decisions?	
  
 	
  	
  
	
   	
  	
   	
   	
  	
  
Hindsight	
  -­‐	
  History	
  
Worked
part time
School Married Kids Left firm
Merger
Started
XYZ Firm
Met
Mentor
Honesty
Collaboration
Innovation We are
transparent
in our work
We work
closely with
partners
ABC Firm Moved to
Vancouver
12
Foresight	
  –	
  External	
  Trends	
  
Wisdom	
  o	
  the	
  crowd!	
  
13
SCOT:	
  Strengths	
  –	
  Challenges	
  –	
  
OpportuniAes	
  -­‐	
  Threats	
  
High	
  Leverage	
  OpportuniAes	
  
	
  
15
Value	
  
	
  	
  Passion	
  
Leverage	
  
Possible	
  
Triple	
  Insights	
  
Insight	
  
Foresight	
  Hindsight	
  
Please	
  log	
  on	
  to	
  MACPA.CNF.IO	
  
	
  
What	
  is	
  one	
  HARD	
  TREND	
  and	
  
OPPORTUNITY	
  you	
  have	
  idenAfied	
  today? 	
  	
  	
  
	
   	
   	
   	
   	
  	
  
 CreaAng	
  Your	
  Bold	
  Future	
  
 	
  	
  
	
   	
  	
   	
   	
  	
  
5	
  Bold	
  Steps	
  
 	
  	
  
	
   	
  	
   	
   	
  	
  
AcAon	
  Plan	
  
Upcoming	
  Events	
  
21hHp://www.sage.com/ca/accountant/educa'on-­‐program	
  
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 2015
Top 150 Influencer by Linked-In
Top 25 Influencers in Learning & HR by HR
Examiner
Top 25 Public Accounting Thought Leaders by
CPA Practice Adviser
Working on Learning Management with AICPA/
CPA2Biz, Cloud Curriculum, Performance
Management /XBRL, Leadership & Generations
CEO
Maryland Association of CPAs
(MACPA) www.macpa.org
Business Learning Institute
(BLI) www.blionline.org
http://www.linkedin.com/in/tomhood/

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Sage V2W Vision to Strategy Workshop

  • 1. Tom Hood, CPA, CITP, CGMA CEO
  • 2. “Sage’s  vision  is  to  help  CPAs  &  accountants   change  and  deal  with  a  rapidly  changing   future,  so  that  small  businesses  can  thrive.   Even  if  it  is  one  person  at  a  Ame.”                       –  Jennifer  Warawa   VP Partner Programs and Channel Sales Sage North America
  • 3. Say  what?  V2S  –  i2a  –  8-­‐S  Model   Strategy Staff Skills Structure Style Systems Shared Vision Shared Beliefs Direc'on   www.blionline.org  
  • 4.                  
  • 5. What  do  you  think  of   when  you  hear     Vision    Strategy                  
  • 6.                   i2a:  Insights  to  AcAon  –     A  Strategic  Thinking  System  
  • 7. Triple  Insights   Foresight  Hindsight   Insight  
  • 8. #MBSN   Make  Your  Thinking  Visible   Make  Your  Ideas  Portable   Link  &  Leverage  Ideas                
  • 9. Collabora'on  Rules   •  Be present or absent but don’t be both. •  Individual, Small Group, Large Group •  One idea per sticky •  Write large and clearly using Sharpie
  • 10. When creating your HISTORY, identify the most important: •  People •  Places •  Events •  Successes •  Challenges A  Look  Back...  History   What  are  the  VALUES  &   PRINCIPLES  that  have   guided  your  decisions?  
  • 11.                   Hindsight  -­‐  History   Worked part time School Married Kids Left firm Merger Started XYZ Firm Met Mentor Honesty Collaboration Innovation We are transparent in our work We work closely with partners ABC Firm Moved to Vancouver
  • 13. Wisdom  o  the  crowd!   13
  • 14. SCOT:  Strengths  –  Challenges  –   OpportuniAes  -­‐  Threats  
  • 15. High  Leverage  OpportuniAes     15 Value      Passion   Leverage   Possible  
  • 16. Triple  Insights   Insight   Foresight  Hindsight  
  • 17. Please  log  on  to  MACPA.CNF.IO     What  is  one  HARD  TREND  and   OPPORTUNITY  you  have  idenAfied  today?                  
  • 18.  CreaAng  Your  Bold  Future  
  • 19.                   5  Bold  Steps  
  • 20.                   AcAon  Plan  
  • 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 2015 Top 150 Influencer by Linked-In Top 25 Influencers in Learning & HR by HR Examiner Top 25 Public Accounting Thought Leaders by CPA Practice Adviser Working on Learning Management with AICPA/ CPA2Biz, Cloud Curriculum, Performance Management /XBRL, Leadership & Generations CEO Maryland Association of CPAs (MACPA) www.macpa.org Business Learning Institute (BLI) www.blionline.org http://www.linkedin.com/in/tomhood/