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Digital CPA - Staying Connected with Clients in the Cloud

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Digital CPA - Staying Connected with Clients in the Cloud

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As a digital practitioner, you can attract and serve clients from around the world. However, the basics of client management still apply: you need to establish trust and build relationships. This session will address how to establish and maintain client relationships through digital means.

As a digital practitioner, you can attract and serve clients from around the world. However, the basics of client management still apply: you need to establish trust and build relationships. This session will address how to establish and maintain client relationships through digital means.

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Digital CPA - Staying Connected with Clients in the Cloud

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  2. Staying Connected with Clients in the Digital Age 2 Tom Hood, CPA, CITP, CGMA CEO MACPA & BLI
  3. Tom Hood, CPA, CITP, CGMA 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 ! 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) www.macpa.org Business Learning Institute (BLI) www.blionline.org http://www.linkedin.com/in/tomhood/
  4. BLI.CNF.IO Select your session and join the conversation Respond to Poll Ask a Question Vote for a question
  5. Are you Future ready? • 80% See future role of CPA changing by 2025 • 58% Agree that understanding disruptive innovations, workforce and change management will affect CPA future role • 82% Need to better understand innovation • 20% Believe disruptive innovations will be driving influence by 2025
  6. SMAC Stack
  7. Source: John Mancini - AIIM
  8. Era Years Typical thing managed Best known company Content mgmt focus Mainframe 1960-1975 A batch trans IBM Microfilm Mini 1975-1992 A dept process Digital Equipment Image Mgmt PC 1992-2001 A document Microsoft Document Mgmt Internet 2001-2009 A web page Google Content Mgmt Social and Cloud 2010-2015 interactions Facebook Social Business Systems Systems of Record Systems of Engagement Source: John Mancini - AIIM
  9. Information Chaos Systems of Engagement and Record misaligned. Mobile means information leaking everywhere. Information coming faster than it can be digested. More silos than ever – and new ones in the cloud The “business” circumvents IT. We’re spending too much on technology. Information Opportunity End to end process synchronization. Governance occurs regardless of device. Analytics automatically categorizes and disposes. Governance occurs regardless of location. IT spend aligned with opportunities. Cloud opportunities to save on legacy. Business Benefit Processes transparent to customers. Employees and customers work on their own device. Static information now at rest put into motion. It doesn’t matter where information “lives.” A new business/IT alignment. IT shifts from a cost center to value creator. Source: John Mancini - AIIM
  10. CFO of the Future will create strategic impact
  11. Jody Padar Jason Blumer Jennifer Katrulya Essen%als 1. All cloud, all the /me. 2. Technology 3. Mobility 4. An open mind 5. Coffee! Managing virtually 1. Don’t manage. Lead. 2. Hire the right people. 3. Communica/on. 4. Integra/on – Outlook, contacts, e-­‐ mail, calendars 5. Updates / connec/ons
  12. Tom’s Favorite Connec/on Tools • Skype • Join.me • Go To Mee/ng • Dropbox • Google Apps • Google Hangouts • Face/me • Slideshare.net • Social Technologies • Evernote
  13. High Tech – High Touch
  14. 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 7/24/14
  15. Tom’s Learning Favorite Tools • Twier • Linked-­‐In • Blog • Slideshare.net • Evernote • Tweetdeck.com • Hootsuite.com • Zite.com • Kindle “Use the tools, don’t let the tools use you.” – Francine McKenna @retheauditors
  16. THANK YOU Copyright © 2013 American Institute of CPAs. All rights reserved. 20

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