Sage's Jennifer Warawa commissioned these workshops for CPAs and accountants in 2013 using BLI's i2a: Insight to Action Strategic Thinking Process. These interactive workshops allow CPAs and Accountants to create a compelling vision for the future and an action plan to get there.
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
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
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/