The CGMA (Chartered Global Management Accountants) developed a competency framework that helps provide useful context for the career path of a global finance/accounting professional. It follows a trajectory we call the Bounce, where the initial focus is on building core technical skills and learning to lead yourself. Soon the professional moves from task specific technical work to managing people and projects. This is where momentum and development should shift to include more "success skills" like leadership, change management, collaboration, performance management and more. This turn is where the initial career momentum changes direction and there is more emphasis on the skill of leading others and leading organizations. We use the metaphor of a basketball bounce pass to who momentum and trajectory of today's finance / accounting career. Our Business Learning Institute has been researching competencies and learning plans for finance and accounting professionals since its founding in 1999. We have mapped courses to this framework and have built curriculums for Fortune 1000 finance / accounting teams to offer a strategic and systematic approach to training. We partner with the AICPA to bring you the state of the art in training from technical to the "success skills required by 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. More information can be found on our website at http://www.blionline.org and at the CGMA website at http://www.cgma.org

1. CGMA Competency Framework

2. 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

3. theBounce

4. CGMA Follows the Bounce!

5. www.blionline.org
The Bounce

6. www.blionline.org

7. www.blionline.org

8. 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.

9. 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"

10. 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.

11. www.blionline.org
Engagement – Alignment - Commitment

12. 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

13. 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
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me
on:
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