Anticipatory Organization: Accounting & Finance Edition Research

1. Source:The Conference Board Global Leadership Forecast 2014-2015

2. www.blionline.org
Source: CPA.COM Insight into the CPA of the
Future Study 2014
Only 8% of CPAs are Future Ready
Future Ready is the capacity
to be aware, predictive, and
adaptive of emerging
challenges, tech innovations,
and trends and changes in
business, population, and
social environment.

3. Maryland Public Company Collaboration
Top Four Issues
1. Learning & Talent Development
2. Global Structure of Finance
Function
3. Managing Risk & Innovation
4. Insight to Action*
*This started our journey to research the competencies needed for accounting and
finance professionals to provide “insight to action” and shift from reactive to proactive.

4. www.blionline.org
We started looking “inside”
the CPA Profession and our
work with the AICPA to
define the CPA of the
Future with the CPA
Horizons 2025 Project…
We added research from
Deloitte, Financial Executives
International,APQC, CFO
Magazine, the Conference
Board, and the CGMA and
found variations of these top
competencies

5. Competency Research
Then we combined our industry
knowledge and research with
Daniel Burrus thirty plus years of
working with the Fortune 100
companies and discovered the top
missing competency was
Anticipation and a series of related
competencies on the next slide.

6. ANTICIPATION
Strategic
Thinking
External
Awareness
Vision
Con7nuous
Learning
Innova7on
Crea7vity
Problem
Solving
Priori7za7on
Business
Acumen
Decisiveness
Influencing/Persuading
Emo7onal
Intelligence
Consensus
Building
Collabora7on
Inspira7on
Risk
Management
The competency of “anticipation” actually includes a number of
competencies included in many of the top companies of today and
the CPA Profession as well.
Across these models, you'll see a common theme of "strategic
thinking," "innovation" and "leading change."
Many of these organizations build (and validate) fantastic
competency models and know what they want people to do.
The beauty of the Anticipatory OrganizationTM model is that it
offers a clear process that makes highly-abstract leadership
competencies attainable and trainable.
If an organization wants to make "strategic thinking" or "innovation"
a core competency, we can provide clear, trainable activities that
can be targeted to a wide range of learners (from individual
contributors to senior leadership).
We provide the bridge between the competency model and the
desired observable behaviors.
Anticipation –The Critical Competency

7. ANTICIPATION
Strategic
Thinking
External
Awareness
Vision
Con7nuous
Learning
Innova7on
Crea7vity
Problem
Solving
Priori7za7on
Business
Acumen
Decisiveness
Influencing/Persuading
Emo7onal
Intelligence
Consensus
Building
Collabora7on
Inspira7on
Risk
Management
An7cipatory
Organiza7on:
Finance
/
Accoun7ng
Edi7on
CGMA Competency Framework

8. www.burrus.com

9. The Anticipatory CPA / Finance /
Accounting Professional

10. From: Reactive To: Preactive & Anticipatory
From: Crisis Management To: Opportunity Manager
From: Problems To: Solutions

11. Top Five Barriers
1. Not enough time.
2. Being reactive versus
proactive.
3. Doing more with less.
4. Information overload
(standards and
regulations).
5. Managing change.

12. http://blionline.org/the-anticipatory-organization/