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the BOUNCE - Maximizing Your Career Trajectory - AICPA EDGE Conference


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In a world of constant change and increasing complexity, the winners will be those who can keep their rate of learning faster than the rate of change, both as individuals and as organizations. Tom will explain why Business Learning Institute developed the “bounce” as an organizing framework to help develop a strategic and systematic approach to sustain increased and collective rate of learning. The Bounce is all about trajectory (direction), alignment & acceleration. Make sure you’re in the ballgame to win.

There is a fundamental path to success for every CPA, we call the bounce. It is the shift from mentor to mentee, from technician to leader that happens at the manager job level. It shifts the focus from task specific work to managing people and projects. This critical turning point is where BLI makes a difference. From our Leadership Academy (now being offered at the AICPA for a fifth year and in several State CPA Societies and custom Firm and Corporate programs to our portfolio of programs that develop the critical leadership competencies identified by the AICPA in their CPA Horizons 2025 Project.

The Bounce covers the career trajectory of professionals as they move from technical proficiency to managing people and projects and ultimately organizations. The bounce speaks to the change in direction from technical mastery to acquiring competencies to lead others and leading organizations. It is about velocity and trajectory as you shift direction to the need for more “success skills” as you move up n your career. The Bounce includes the latest research on competencies from the AICPA through the CPA Horizons 2025 Project and the CGMA Competency framework.

This presentation also includes survey results of the top issues facing young professionals and Tom's top tools for personal development.

For more information see our website

Published in: Business

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the BOUNCE - Maximizing Your Career Trajectory - AICPA EDGE Conference

  1.!! @tomhood Tom Hood, CEO, Business Learning Institute & Maryland Association of CPAs The Bounce Maximizing Your Career Trajectory
  2. 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 •  Named the Second Most Influential in Accounting by Accounting Today Magazine 2013 •  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) Business Learning Institute (BLI)
  3.! ! Respond to a Poll! Ask a Question! Select the session: AICPA EDGE the Bounce
  4. Download today’s slides at …
  5. Insights  to  Ac,on     “One  without  the  other  is  either  useless  or  destruc,ve”  
  6. The Shift Change
  7. The Shift Change 1.  Leadership! 2.  Learning! 3.  Technology! 4.  Generations! 5.  Workplace!
  8. The challenge & opportunity is to make the shift from the first curve to the second curve at the right time and with the right strategy
  11. T   “In  a  period  of  rapid  change  and  increasing   complexity,  the  winners  are  going  to  be  the  people   who  can  LEARN  faster  than  the  rate  of  CHANGE   and  faster  than  their  COMPETITION.”   -­‐  Tom  Hood,  CPA.CITP.CGMA  
  12. You,  Inc.   1. Context 2. Connections 3. Communication 4. Collaboration 5. Computers
  13. If content is king, CONTEXT is the kingdom. - Will Avgerakis -AICPA •  Strengths •  Values •  Alignment •  Hindsight •  Foresight •  Insight
  14. Strategic Thinking Process! Sight-Insight describes the context from hindsight, foresight, and current insight then you can create from opportunities, communicate and inspire action.!
  15. Your Strengths & Skills Your Purpose & Values Your  Companies   Purpose  &  Values   Alignment
  16. Connections I (We) Source: Reid Hoffman, CEO Linked-In
  17. Communication Make your thinking visible to others
  18. Create your digital footprint…
  19.   CEOs  have  a  new  strategy  in  the  unending  war  for  talent.   They  are  crea,ng  more  open  and  collabora,ve  cultures  —   encouraging  employees  to  connect,  learn  from  each  other   and  thrive  in  a  world  of  rapid  change.       Collabora,on  is  the  number-­‐one  trait  CEOs  are  seeking  in   their  employees.  –  IBM  Global  CEO  Study  2012   Collaboration
  20. Collaboration #MBSN None of us is as smart as all of us! - Dr. Ken Blanchard
  21. Connections
  22. Conferences
  23. Computers Use the tools, don’t let the tools use you – Francis McKenna @re:theauditors
  24. RPD #RPD Radical Personal Development. Start Date: TODAY. Tomorrow: TOO LATE. Do Something Now! @tom_peters
  25. Outread the other guy!
  26. Computers
  27. Computers
  28. Tom’s  Favorite  Tools   “Use  the  tools,  don’t  let  the  tools  use  you.”  –   Francine  McKenna  @retheauditors     •  TwiXer   •  Linked-­‐In   •  Blog   •   •  Evernote   •   •   •     •  Kindle  
  29. “You are the same today as you’ll be in five years except for two things – the books you read and the people you meet.” - Charlie “Tremendous” Jones #RPD #L>C Start: TODAY! Tomorrow: TOO LATE.
  30. A leader’s job is to define context and provide hope and inspiration..."
  31. Tom Hood, CPA.CITP CEO Maryland Association of CPAs Business Learning Institute (443) 632-2301 E-mail Web Blog Blog Follow me on: ✓  Twitter: ✓  LinkedIn: ✓  Facebook: ✓ Slideshare: ✓ Youtube:
  32. Polling Questions
  33. Polling Questions
  34. Polling Questions
  35. Polling Questions
  36. Polling Questions
  37. Polling Questions
  38. What would you like to tell your CEO or Managing Partner?
  39. What would you like to tell your CEO or Managing Partner?
  40. Resources AICPA - Young CPA Network People to follow on twitter AICPA - CPA Horizons 2025 Report The Shift Change in Accounting BLI Express for Leaders BLI Blog CPA Success blog
  41. RPD – Radical Personal Development Accelera,ng  tech  changes/etc.  =  Middle  class  in  tank.  ONLY  answer:  Determined/intensive  commitment  to  personal   growth.  Start  date:  1/1/14.     Remember:  Excellent  “Brand  You”  porcolio  is  about  self-­‐LESS-­‐ness,  not  self-­‐ISH-­‐ness.  You  are  as  good  as  the  network  you   develop-­‐nurture.  PERIOD.     Bea,ng  econ  revolu,on:  Invest  in  your  network  (share).  Hit  the  books  (study).  Work  your  ass  off.  WOW-­‐ify  every  project.   Start:  TODAY.     Radical  Personal  Development.  Start  date:  TODAY.  Tomorrow:  TOO  LATE.  Do  …  SOMETHING.  NOW.     RPD/Today:  Download  an  interes,ng  book.  Schedule  a  lunch  with  someone  interes,ng  …  THIS  WEEK.  Concoct  a  next  step   to  WOW-­‐ify  a  current  project.     RPD/Today:  Check  out  MOOCs.  Work  with  a  pal  on  a  reading  list  for  the  next  6  months.  Call  a  good  professional  pal:   Noodle  on  crea,ng  an  RPD  Club.     Boss:  Your  job  is  safer  if  every  one  of  your  team  members  is  commiXed  to  RPD/Radical  Personal  Development.  Ac,vely   support  them!     Bosses  suppor,ng  RPD/Radical  Personal  Development:  Read  MaXhew  Kelly’s  The  Dream  Manager.   hXps://     Bosses/In  the  next  two  weeks:  Plan  a  sit-­‐down  mee,ng  with  each  of  your  team  members  concerning  her/his  RPD/Radical   Personal  Development  aspira,ons.  
  42. hXp://   theBounce
  43. T  
  44. Networking •  Build competency in “non-sales selling” •  Use your professional association and CPE events to plan serendipity •  Social media (again!)
  45. Top Seven Issues - 2012 1.  Information overload (including accounting and tax complexity) 2.  Work / life balance 3.  Generational issues and communications (including upper management not sharing knowledge with the younger generation) 4.  Developing networking skills 5.  Keeping up with technology -- especially the cloud 6.  Finding career guidance 7.  Understanding social media benefits CPA Success blog post
  46. Top Seven Issues - 2008 1.  Bridging the "gap"  between college and the "real world." 2.  Under-developed skill sets (see more below). 3.  Work-life balance. 4.  Limited networking opportunities. 5.  Intimidation from bosses (partners and CFOs). 6.  CPA exam (time, support, information). 7.  Lack of a voice within the profession. CPA Success blog post