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.
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The # 1 challenge facing CPAs, Accounting and Finance Professionals is 'not enough time' who creates the equivalent of a gravitational pull of the past when it comes to changing their mindsets and thinking. How will we go from a historical perspective to a more future-focused, from rearview mirror to windshield and from being reactive to proactive?
Our latest research from the Business Learning Institute sows the critical competencies that will make a difference have not changed in the past seven years. What has changed is the gravitational pull has gotten worse as we enter what Josh Bersin calls the age of the 'overwhelmed employee'.
What we need is a new approach to learning these critical competencies. A blended approach that uses nano-learning nuggets (very short 2-3 minute single-concept videos), rapid application templates to apply each concept to the business, and a series of job aids and performance support tools to turn the learning into immediate on the job application. This is our award-winning Anticipatory Organization learning system by Burrus Research. In about one third of the time as traditional CPE, CPAs and accounting and finance professionals can learn the critical competencies of:
Anticipation; Strategic Thinking; External Awareness; Vision; Continuous Learning; Innovation ;Creativity; Problem Solving; Prioritization; Business Acumen; Decisiveness; Influencing/Persuading; Emotional Intelligence; Consensus Building; Collaboration; Inspiration; Risk Management; and Communication.
The Anticipatory Organization can support an entire cultural shift for an organization or team with the added implementation guide and collaboration tools. See more at http://www.blionline.org/ao
Our new MBA Express is another option to create or add a series of critical success skills to your technical training portfolio in on-site, on-line and on-demand learning formats. http://blionline.org/featured/8-hour-mba/
We believe we need new approaches and new tools to break the pull of the past and the inertia from 'overwhelmed employees'. These exciting new learning formats are one step in this direction.
Accounting Today Editor, Daniel Hood said this after selecting the Anticipatory Organization as a Top Product for 2016 in the Learning Category, “Everyone keeps telling accountants that they need to change their focus from the historic and the backward-looking, and to start being proactive and offering future-focused advice – but no one tells them how. The beauty of the Anticipatory Organization program is that it actually gives you a set of tools to harness the hard trends that are shaping the future, and use them to create new value for your firm and your clients.”
How to Accelerate Growth, Innovation, and High Performance for CPAs, Account...
How to Accelerate Growth, Innovation, and High Performance for CPAs, Account...Tom Hood, CPA,CITP,CGMA
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The # 1 challenge facing CPAs, Accounting and Finance Professionals is 'not enough time' who creates the equivalent of a gravitational pull of the past when it comes to changing their mindsets and thinking. How will we go from a historical perspective to a more future-focused, from rearview mirror to windshield and from being reactive to proactive?
Our latest research from the Business Learning Institute sows the critical competencies that will make a difference have not changed in the past seven years. What has changed is the gravitational pull has gotten worse as we enter what Josh Bersin calls the age of the 'overwhelmed employee'.
What we need is a new approach to learning these critical competencies. A blended approach that uses nano-learning nuggets (very short 2-3 minute single-concept videos), rapid application templates to apply each concept to the business, and a series of job aids and performance support tools to turn the learning into immediate on the job application. This is our award-winning Anticipatory Organization learning system by Burrus Research. In about one third of the time as traditional CPE, CPAs and accounting and finance professionals can learn the critical competencies of:
Anticipation; Strategic Thinking; External Awareness; Vision; Continuous Learning; Innovation ;Creativity; Problem Solving; Prioritization; Business Acumen; Decisiveness; Influencing/Persuading; Emotional Intelligence; Consensus Building; Collaboration; Inspiration; Risk Management; and Communication.
The Anticipatory Organization can support an entire cultural shift for an organization or team with the added implementation guide and collaboration tools. See more at http://www.blionline.org/ao
Our new MBA Express is another option to create or add a series of critical success skills to your technical training portfolio in on-site, on-line and on-demand learning formats. http://blionline.org/featured/8-hour-mba/
We believe we need new approaches and new tools to break the pull of the past and the inertia from 'overwhelmed employees'. These exciting new learning formats are one step in this direction.
Accounting Today Editor, Daniel Hood said this after selecting the Anticipatory Organization as a Top Product for 2016 in the Learning Category, “Everyone keeps telling accountants that they need to change their focus from the historic and the backward-looking, and to start being proactive and offering future-focused advice – but no one tells them how. The beauty of the Anticipatory Organization program is that it actually gives you a set of tools to harness the hard trends that are shaping the future, and use them to create new value for your firm and your clients.”
How to Accelerate Growth, Innovation, and High Performance for CPAs, Account...
How to Accelerate Growth, Innovation, and High Performance for CPAs, Account...Tom Hood, CPA,CITP,CGMA
Presentation at the Winning is Everything Conference on January 16, 2014 in Las Vegas.
In a period of rapid change and increasing complexity, the winners will be those who can keep their rate of learning greater than the rate of change and greater than their competition or their L > C.
It's time to reimagine the CPA profession around the concepts of talent development and learning. New skills, new ways of learning, and new thinking. The need for a strategic and systematic approach to talent development is already underway in many high-performing organizations. Are you ready for these sweeping, even disruptive trends?
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's different.
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...Tom Hood, CPA,CITP,CGMA
Are you future ready? Do you have the skills to deal with the disruptive forces at work in the market today?
A recent study by Oxford put the accounting and auditing profession at a 94% disruption by technology. In addition the profession is facing the massive “shift change” as a new generation begins to take the reigns from the retiring baby boomers.
Major shifts in leadership, learning, technology, generations, and the workplace are underway. Except this time it is different. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. The cause of the shift change is the rapidly changing and complex hyper-competitive environment which has become the new normal.
The key to managing this shift change is a very simple, but very big idea – develop your talent and Keep your L>C.
Tom Hood shares his perspective on how the profession is responding and what you should be thinking about to position yourself for these changes ahead. As the second most influential person in the CPA Profession, Tom was involved in creating a vision for CPAs into the year 2025. That vision talks about how accounting professionals can move up the value chain and the skills you will need to grow and avoid disruption. Tom will share the latest research and real world experience with his work at the Business Learning Institute. Participants will learn about the latest trends and techniques to navigate this “shift change” as leaders of organizations and as individuals.
Tom also introduces the latest research from the Business Learning Institute about the "missing competency" of anticipation and the related "future ready" skills needed by CFOs, Controllers, CPAs, and accounting and finance professionals.
Their new innovative e-learning program on creating the anticipatory organization can be found here http://www.blionline.org/ao
This presentation was made at the Sage Summit 2015 in New Orleans, LA.State of Accounting: A Clarion Call for CPAs and Accountants to Get out of th...
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Presentation at the Winning is Everything Conference on January 16, 2014 in Las Vegas.
In a period of rapid change and increasing complexity, the winners will be those who can keep their rate of learning greater than the rate of change and greater than their competition or their L > C.
It's time to reimagine the CPA profession around the concepts of talent development and learning. New skills, new ways of learning, and new thinking. The need for a strategic and systematic approach to talent development is already underway in many high-performing organizations. Are you ready for these sweeping, even disruptive trends?
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's different.
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...
High Performing Firms-Growth Through A Winning Culture and Thriving in the Sh...Tom Hood, CPA,CITP,CGMA
Are you future ready? Do you have the skills to deal with the disruptive forces at work in the market today?
A recent study by Oxford put the accounting and auditing profession at a 94% disruption by technology. In addition the profession is facing the massive “shift change” as a new generation begins to take the reigns from the retiring baby boomers.
Major shifts in leadership, learning, technology, generations, and the workplace are underway. Except this time it is different. This time the incoming shift will require a new set of skills and tools to continue the work of the prior shift. The cause of the shift change is the rapidly changing and complex hyper-competitive environment which has become the new normal.
The key to managing this shift change is a very simple, but very big idea – develop your talent and Keep your L>C.
Tom Hood shares his perspective on how the profession is responding and what you should be thinking about to position yourself for these changes ahead. As the second most influential person in the CPA Profession, Tom was involved in creating a vision for CPAs into the year 2025. That vision talks about how accounting professionals can move up the value chain and the skills you will need to grow and avoid disruption. Tom will share the latest research and real world experience with his work at the Business Learning Institute. Participants will learn about the latest trends and techniques to navigate this “shift change” as leaders of organizations and as individuals.
Tom also introduces the latest research from the Business Learning Institute about the "missing competency" of anticipation and the related "future ready" skills needed by CFOs, Controllers, CPAs, and accounting and finance professionals.
Their new innovative e-learning program on creating the anticipatory organization can be found here http://www.blionline.org/ao
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Description:
Today’s workforce features increasingly flexible work situations, while also dealing with a shortage of timely needed skills. The current competitive landscape continues to demand more contingent workers, freelancers, contractors, and several other types of specialized on-demand “gig” workers.
SmartERP invites you to How Should Organizations Take Advantage of the Growing On-Demand “Gig-Economy,” presented by the author of Thriving In The Gig Economy, Marion McGovern. In this webinar attendees will learn more about how to operate with emerging independent talent marketplaces. We’ll also discuss capitalizing on the strategic use of high-value, skilled, contingent workers, how to procure, onboard, and manage them, while reducing risk and avoiding compliance issues for your organization. How Should Organizations Take Advantage of the Growing On-Demand “Gig-Economy”?
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Today’s workforce features increasingly flexible work situations while, also dealing with a shortage of timely needed skills. The current competitive landscape continues to demand more contingent workers, freelancers, contractors, and several other types of specialized on-demand “gig” workers.
These are the slides from SmartERP's webinar presented by the author of Thriving In The Gig Economy, Marion McGovern and Hans Bukow, Chief Strategy Office, SmartERP. In this webinar attendees will learn more about how to operate with emerging independent talent marketplaces. Our speakers also discuss capitalizing on the strategic use of high-value, skilled, contingent workers, how to procure, onboard, and manage them, while reducing risk and avoiding compliance issues for your organization.
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MACPA and the Business Learning Institute release the first nano-learning course for CPAs, accounting and finance professionals that meets the new CPE standards.
NASBA and the AICPA approved the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards) effective September 1, 2016. Among the most significant changes to the Standards is the addition of two new instructional delivery methods: nano learning and blended learning.
The Maryland Association of CPAs and its Business Learning Institute believe that Learning is THE only competitive advantage in this rapidly changing world. They have been on the forefront of learning for the past ten years. Since passing nano-learning in 2015 at the Maryland State Board of Public Accounting, they have been integrating new formats of learning to make learning continuous, engaging and ultimately transformative. The Anticipatory Organization: Accounting and Finance Edition is THE First nano-learning program in North America for accounting and finance professionals. Winner of the Accounting Today 2016 Product of the Year in the learning category. This program combines nano learning format (three to four minute single concept videos) with rapid application exercises to accelerate learning of complex competencies in less times than traditional CPE / CPD programs.
MACPA and its Business Learning Institute have pioneered new methods of learning including second life (CPA Island), remote collaboration via the ThinkTank platform, participation engagement via conferences.io and their #MBSN Management by Sticky Notes collaboration process.
Here are five ways we are changing up learning:
Social;
Mobile / nano, or “Just When You Need It” learning;
Cloud: In what we call the four Cs of talent development, the AICPA Navigator allows us to offer Competencies, Career Path, and a Curriculum on a Cloud-based learning platform that allows firms and companies to move their talent development to a strategic and systematic approach;
Collaborative: MBSN (Management By Sticky Notes), Conferences.io, and the ThinkTank Collaboration platform are highly engaging ways of increasing learning through involvement (see our post on LinkedIn);
Competency-based learning: With our Bounce framework (which maps BLI programs to the new CGMA Competency framework) and our new program to develop a special self-directed action learning program to build a competency around anticipation and strategic thinking.Future of Learning - innovative new learning formats for accounting and finan...
Future of Learning - innovative new learning formats for accounting and finan...Tom Hood, CPA,CITP,CGMA
This is the first accelerated learning system for accounting and finance professionals featuring nano-learning and rapid application tools. The Business Learning Institute and the Maryland Association of CPAs customized the learning system with a co-creation group working with Daniel Burrus. Accounting Today Magazine recognized this learning system as a 2016 Top Product in Learning.
This presentation covers the experience of firm-wide adoption of the Anticipatory Organization: Accounting and Finance Edition at several major organizations with focus on the first firm to adopt this for their entire firm. Joey Havens, Executive Partner of HORNE, LLP a Top 50 CPA Firm outlines the reasons he made the AOAF learning system a cornerstone of his Growth Mindset and implemented it across his entire workforce of almost 400 people. he also explains why he thinks an "anticipatory skill set is essential for today's accounting and finance professionals.
The Anticipatory Organization™ Model, created and developed by Daniel Burrus of Burrus Research, Inc., has changed how many of the world’s most successful businesses plan their future and accelerate growth. Now, Daniel Burrus is bringing what he calls the greatest missing competency – the ability to anticipate change – to CPAs, CFOs, controllers and management accountants. This model represents a new way of thinking, planning, and acting – a paradigm shift that’s required in a world of accelerating change, competition, and uncertainty.
This innovative learning system will jump start your ability to anticipate and learn critical competencies like strategic thinking, external awareness, vision, continuous learning, innovation, creativity, problem solving, prioritization, business acumen, decisiveness, influencing/persuading, emotional intelligence, consensus building, collaboration, inspiration, risk management, and immediately apply it to your own situation at work.
For more information visit our website http://www.blionline.org/ao
Impact of Firm Wide Adoption - The Anticipatory Organization Accounting and F...
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Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Research from the Business Learning Institute identified the Top 5 Competencies for CPAs, accounting and financial professionals as:
1. Strategic & Critical Thinking
2. Communication
3. Anticipating and serving evolving needs
4. Inspiring and motivating others
5. Collaboration and mobilizing consensus
In addition, research from CPA.COM shows that only 8% of CPAs are future ready. Future Ready is the Is the capacity to be ANTICIPATORY (aware, predictive and adaptive) of emerging technology and trends in business, demographics, and the social environment impacting your organization and industry.
Together this group of skills and competencies have been researched with a leading global futurist who has put together an innovative learning system, the Anticipatory Organization: Accounting and Finance Edition which is being used to transform firm cultures to build and enhance proactive business advisor skills.
Most of us wish we had the power to predict future trends, and would benefit by learning tactics to do so. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Joey Havens, Executive Partner at Horne, LLP (A top 50 CPA Firm) discusses how he has used the Anticipatory Organization as a foundational learning system throughout his firm. He is requiring his whole firm of 400+ professionals to take this and running collaboration sessions by practice areas to create group learning and a shared language around anticipatory thinking that is being applied inside the firm and outside with clients.
This presentation is from the July 20th, 2016 webcast by CPA.COM. CPA.com President and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, HORNE LLP executive partner Joey Havens and the CEO of the Maryland Association of CPAs and the Business Learning Institute, Tom Hood.
For more information http://www.blionline.org/ao
You will learn:
Why anticipation is the critical competency for today's accounting and finance professionals
The difference between hard trends and soft trends
Why it is important to identify trend types
Use cases of how these skills are being used in the profession
How this learning system can be used as a foundational skill set to help CPAs and accounting professionals be more proactive business advisors.
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What is the accounting professionals' role in creating a culture of innovation? How are CPA Firms innovating? Reinventing themselves? Creating magnetic cultures?
Studies are showing a growing expectation for accounting professionals to lead these initiatives. In this session we will discuss tactics to foster innovation in your firms, technology's role and advising clients to do the same through tools you provide.
This session covers the latest research from the Business Learning Institute (BLI) about what it takes to create a magnetic firm culture and scores the latest issues facing CPA firms, top skills needed, and an innovation index.
From a session at the CPAFMA National Practice Management Conference in Baltimore in 2016.
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Digital CPA - Staying Connected with Clients in the Cloud
- 1. 1
- 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
- 7. 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
- 8. SMAC Stack
- 9. Source: John Mancini - AIIM
- 10. 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
- 11. 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
- 12. CFO of the Future will create strategic impact
- 14. 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
- 15. 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
- 17. High Tech – High Touch
- 18. 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
- 19. 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
- 20. THANK YOU Copyright © 2013 American Institute of CPAs. All rights reserved. 20