The challenge &
opportunity is to make the
shift from the first curve to
the second curve at the
right time and with the
ri...
The Shift Change	

1.  Leadership!
2.  Learning!
3.  Technology!
4.  Generations!
5.  Workplace!
www.blionline.org
• Identify Competencies
• Career Path (Ladder)
• Curriculum
• Cloud Learning
Our approach –The Four C’s	...
theBounce
CGMA Competency Framework
CGMA Follows the Bounce!
www.blionline.org
The Bounce
www.blionline.org
www.blionline.org
Curriculum design by BLI and AICPA
usingTop 5 Competencies for future
from CPA Horizons research and
job levels from the B...
CloudLearning
"We see this system as a key recruitment and retention
tool, allowing us to offer our people many of the thi...
www.blionline.org
Your Competitive Advantage 	

“It is hard to plan for the long-term future when
you don’t know what is g...
www.blionline.org
Engagement – Alignment - Commitment
www.blionline.org
How can we help you keep your L>C?	

•  Strategy & Alignment	

•  Curriculum tied to strategy	

•  I2a L...
Tom	
  Hood,	
  CPA.CITP	
  
CEO	
  
Maryland	
  Associa8on	
  of	
  CPAs	
  
Business	
  Learning	
  Ins8tute	
  
(443)	
...
The shift change -  the bounce
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The shift change - the bounce

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Can you hear the shift change whistle? Because today the whistle is blowing for the accounting profession. The shift change is the transfer of the retiring baby boomers to the next generation of leaders that will be taking the helm in the next few years. Except this time it is not the same as the shipyard. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. This time it is different.

The shift change starts with the five major changes in business being driven by the big three trends of technology, demographics, and globalization. These drivers are causing fundamental shifts in Leadership, Learning, Technology, Generations, and the Workplace itself.

The key to surviving the shift change is People and Passion. In this briefing, we cover the critical ways to engage your people and develop them in a strategic and systematic way with a conceptual learning framework we call the Bounce.

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.

Mapping your critical skills (from your strategic plan) to your career ladder allows you to create a curriculum approach that allows your talent to see how they will move up and what skills they need.

This research comes from our Business Learning Institute (www.blionline.org).

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The shift change - the bounce

  1. 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
  2. The Shift Change 1.  Leadership! 2.  Learning! 3.  Technology! 4.  Generations! 5.  Workplace!
  3. www.blionline.org • Identify Competencies • Career Path (Ladder) • Curriculum • Cloud Learning Our approach –The Four C’s The right talent with the right skills at the right time
  4. theBounce
  5. CGMA Competency Framework
  6. CGMA Follows the Bounce!
  7. www.blionline.org The Bounce
  8. www.blionline.org
  9. www.blionline.org
  10. Curriculum design by BLI and AICPA usingTop 5 Competencies for future from CPA Horizons research and job levels from the BLI “Bounce” Model. Leadership and Communications were combined and the 5th category expanded to include practice specialties for firms and functional areas for corporate. Examples would include: Corporate Accounting, FP&A, divisional reporting, shared services, etc. CPA Firms would have audit, tax, industry specialties. These technical areas would have specific curriculums designed to meet their specific technical competency needs.
  11. CloudLearning "We see this system as a key recruitment and retention tool, allowing us to offer our people many of the things that the largest firms do - competency–based curriculum, career paths, and just-in-time learning, and our own custom D&S learning center. " " " "! "- Allen DeLeon, Managing Partner!
  12. www.blionline.org Your Competitive Advantage “It is hard to plan for the long-term future when you don’t know what is going to happen five minutes from now. Today, a competitive edge based solely on material advantage is thin and temporary; the edge quickly becomes the margin.The ability to define the edge, and the ultimate competitive advantage, is found in the smarts, heart and ingenuity of your people. That’s your powerhouse.Tap that, train it, focus it and mobilize it; now you’ve engaged a network and inspired a sustainable shift.
  13. www.blionline.org Engagement – Alignment - Commitment
  14. www.blionline.org How can we help you keep your L>C? •  Strategy & Alignment •  Curriculum tied to strategy •  I2a Leadership Academy •  BLI Leadership Express - on- demand leadership support •  Social learning In a period of rapid change and increasing complexity, the winners will be those organizations who can keep their rate of learning greater than the rate of change and greater than their competition. –Tom Hood http://cpa.tc/32r
  15. Tom  Hood,  CPA.CITP   CEO   Maryland  Associa8on  of  CPAs   Business  Learning  Ins8tute   (443)  632-­‐2301   E-­‐mail  tom@macpa.org   Web  hNp://www.macpa.org   Web  hNp://www.blionline.org   Blog  hNp://www.cpasuccess.com       Follow  me  on:   ü   Twi,er:  h,p://www.Twi,er.com/tomhood   ü   LinkedIn:  h,p://www.linkedin.com/in/tomhood   ü   Facebook:  h,p://www.facebook.com/thoodcpa   ü Slideshare:  h,p://www.slideshare.net/thoodcpa   ü Youtube:  h,p://www.youtube.com/thoodcpa  

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