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www.blionline.org
How to Profit from Innovation:	

Building the Agile Learning
Organization	

Tom Hood, CEO, Business Learning Institute
& Maryland Association of CPAs	

A SevenKeys CPA webinar
Moderator: Tom Hood
•  Named as fourth Most Influential in
Accounting by Accounting Today Magazine
•  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
Tom Hood, CPA, CITP, CGMA
CEO
MACPA www.macpa.org
and
Business Learning Institute
(BLI) www.blionline.org
http://www.linkedin.com/in/tomhood/
www.blionline.org
HOWTO PROFIT FROM
INNOVATION: Building the
Agile Learning Organization
Historical Context – The
Perfect Storm	

•  Web 2.0	

•  Globalization	

•  Generations	

Source: DonTapscott - Wikinomics
The New Normal - VUCA
www.blionline.org
The Research	

	

A 2012 survey by the Corporate Executive Board showed that 60% of
organizations were experiencing a leadership shortage, an increase of 40
percentage points from the previous year.	

67%	

#1 issue is developing
leaders & succession
planning
www.blionline.org
	

1.  A shortage of creative, agile leaders.	

2.  Inability to rapidly develop workforce skills and capabilities.	

3.  Ineffective collaboration and knowledge sharing.	

Source: 2010 IBM Global Chief Human Resource Officer study	

The top three issues facing human resources & talent development
www.blionline.org
Shift Happens
www.blionline.org
The	
  high	
  performers	
  in	
  our	
  survey	
  
invest	
  more	
  in	
  talent,	
  focus	
  on	
  closing	
  
skills	
  gaps,	
  have	
  more	
  customized	
  
training	
  and	
  development	
  programs,	
  
iden9fy	
  future	
  leaders	
  earlier	
  in	
  their	
  
careers,	
  and	
  have	
  robust	
  succession	
  
plans	
  in	
  place.	
  They	
  also	
  focus	
  more	
  on	
  
“so=”	
  leadership	
  skills	
  such	
  as	
  the	
  
ability	
  to	
  embody	
  the	
  organiza9on’s	
  
culture	
  and	
  values	
  and	
  to	
  lead	
  
effec9vely	
  in	
  a	
  complex	
  global	
  business	
  
environment.	
  	

Paradigm Shift	

Source: E&Y Paradigm Shift: Building a new talent management model to boost growth
www.blionline.org
• Innovation – making changes in
anticipation of future trends and
customer needs	

• Individual -The ability to analyze,
and understand new situations and
new business platforms in a timely
(proactive) manner. 	

•  Organizational – Programs and
processes designed to enhance its
collective ability to acquire new
knowledge and skills, and to stay
ahead of the market. 	

Source: Bersin & Associates	

Innovation = Agile Learning	

The right talent at the
right time with the right
skills
www.blionline.org
•  Career Path (Ladder)	

•  Competency-based Learning	

•  Curriculum	

•  ComplianceTracking for CPAs	

•  Content – world-classTechnical &
Leadership Courses in multiple formats	

•  Context – Line of sight to organization
vision, mission, strategy & culture	

Our approach -The Six C’s
www.blionline.org
The Bounce
www.blionline.org
www.blionline.org
T	
  
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.
www.blionline.org
Context - I2a: Insight to Action StrategicThinking Process
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.
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 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
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	
  
Blog	
  hNp://www.cpasuccess.com	
  
Blog	
  
hNp://www.bizlearningblog.com	
  
	
  
	
  
Follow	
  me	
  on:	
  
ü 	
  TwiEer:	
  hEp://www.TwiEer.com/tomhood	
  
ü 	
  LinkedIn:	
  hEp://www.linkedin.com/in/tomhood	
  
ü 	
  Facebook:	
  hEp://www.facebook.com/thoodcpa	
  
ü Plaxo:	
  hEp://tomhood.myplaxo.com	
  
ü Slideshare:	
  hEp://www.slideshare.net/thoodcpa	
  
ü Youtube:	
  hEp://www.youtube.com/thoodcpa	
  
ü Second	
  Life	
  avatar	
  name:	
  Rocky	
  Maddaloni	
  

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The Agile Learning Organization - Learning 2.0

  • 1. www.blionline.org How to Profit from Innovation: Building the Agile Learning Organization Tom Hood, CEO, Business Learning Institute & Maryland Association of CPAs A SevenKeys CPA webinar
  • 2. Moderator: Tom Hood •  Named as fourth Most Influential in Accounting by Accounting Today Magazine •  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 Tom Hood, CPA, CITP, CGMA CEO MACPA www.macpa.org and Business Learning Institute (BLI) www.blionline.org http://www.linkedin.com/in/tomhood/
  • 3. www.blionline.org HOWTO PROFIT FROM INNOVATION: Building the Agile Learning Organization
  • 4. Historical Context – The Perfect Storm •  Web 2.0 •  Globalization •  Generations Source: DonTapscott - Wikinomics
  • 5. The New Normal - VUCA
  • 6. www.blionline.org The Research A 2012 survey by the Corporate Executive Board showed that 60% of organizations were experiencing a leadership shortage, an increase of 40 percentage points from the previous year. 67% #1 issue is developing leaders & succession planning
  • 7. www.blionline.org 1.  A shortage of creative, agile leaders. 2.  Inability to rapidly develop workforce skills and capabilities. 3.  Ineffective collaboration and knowledge sharing. Source: 2010 IBM Global Chief Human Resource Officer study The top three issues facing human resources & talent development
  • 9. www.blionline.org The  high  performers  in  our  survey   invest  more  in  talent,  focus  on  closing   skills  gaps,  have  more  customized   training  and  development  programs,   iden9fy  future  leaders  earlier  in  their   careers,  and  have  robust  succession   plans  in  place.  They  also  focus  more  on   “so=”  leadership  skills  such  as  the   ability  to  embody  the  organiza9on’s   culture  and  values  and  to  lead   effec9vely  in  a  complex  global  business   environment.   Paradigm Shift Source: E&Y Paradigm Shift: Building a new talent management model to boost growth
  • 10. www.blionline.org • Innovation – making changes in anticipation of future trends and customer needs • Individual -The ability to analyze, and understand new situations and new business platforms in a timely (proactive) manner. •  Organizational – Programs and processes designed to enhance its collective ability to acquire new knowledge and skills, and to stay ahead of the market. Source: Bersin & Associates Innovation = Agile Learning The right talent at the right time with the right skills
  • 11. www.blionline.org •  Career Path (Ladder) •  Competency-based Learning •  Curriculum •  ComplianceTracking for CPAs •  Content – world-classTechnical & Leadership Courses in multiple formats •  Context – Line of sight to organization vision, mission, strategy & culture Our approach -The Six C’s
  • 15. T   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.
  • 16. www.blionline.org Context - I2a: Insight to Action StrategicThinking Process
  • 17. 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.
  • 19. 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
  • 20. 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   Blog  hNp://www.cpasuccess.com   Blog   hNp://www.bizlearningblog.com       Follow  me  on:   ü   TwiEer:  hEp://www.TwiEer.com/tomhood   ü   LinkedIn:  hEp://www.linkedin.com/in/tomhood   ü   Facebook:  hEp://www.facebook.com/thoodcpa   ü Plaxo:  hEp://tomhood.myplaxo.com   ü Slideshare:  hEp://www.slideshare.net/thoodcpa   ü Youtube:  hEp://www.youtube.com/thoodcpa   ü Second  Life  avatar  name:  Rocky  Maddaloni