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.

1. DIGITALCPAWEBCASTSERIES:
WILLYOURFIRMTHRIVEORJUST
SURVIVE?THECRITICALCOMPETENCY
FOR TODAY’SPRACTITIONER
July 20, 2016

2. CPA.com, an AICPA company
• Empowering CPAs and Businesses for
the Digital Age
Erik Asgeirsson, President and CEO,
CPA.com
• Industry leader with over 20 years of
experience leading technology
organizations
• Consistently recognized as one of
Accounting Today’s “Top 100 Most
Influential People”
• BS Electrical Engineering, George
Washington University, and MBA in
Finance, NYU Stern School of Business
Host

3. Daniel Burrus
CEO, Burrus Research
• Burrus Research, a research and
consulting firm that monitors global
advancements in technology driven trends
to help clients profit from technological,
social and business forces that are
converging to create enormous, untapped
opportunities
• One of the World’s Leading Futurists on
Global Trends and Innovation
• Strategic advisor to executives from
Fortune 500 companies
• Featured writer on innovation, change and
the future for CNBC, Huffington Post, Wired
Magazine and more
• Has been the featured subject of several
PBS television specials
• Appeared on Fox Business, CNN,
Bloomberg
• Founded six businesses
Guest Panelists

4. Guest Panelists Joey Havens, CPA
Executive Partner, HORNE LLP
• Lead in strategic vision for the firm
• Helping team members reach for their
full potential
• #1 optimism director
• Build and grow the HORNE brand
• Serving clients, team members and
our community
• Co-author of “Creating Value: Your 90
Day Plan to Right Tracking Your
Career”
• On Advisory board for University of
Mississippi’s Patterson School of
Accountancy

5. Tom Hood
President, CEO, MACPA & Business
Learning Institute
• CPA Practice Adviser Accounting Hall of
Fame
• Named the Second Most Influential in
Accounting by Accounting Today
Magazine 2015 (11th year in Top 100)
• 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/CPA.com, Cloud Curriculum,
Performance Management /XBRL,
Leadership & Generations
Guest Panelists

6. Agenda
Growth of the trusted business
advisor: new skills and opportunity
The Critical Competency for Today’s
Practitioner
Impact of firm wide adoption

7. GROWTHOFTHETRUSTEDBUSINESSADVISOR
Growth in new skills and opportunity

8. Empowering
CPA’s in a
Digital World

9. 9

10. Trusted Advisors Role
‣ Transcend the routine
‣ Develop specialized knowledge
‣ Stay ahead of automation wave
‣ Be valued for expertise and
insight
‣ Translate data into wisdom
Source:
“The
Big
Switch
&
Beyond”
–
Nicholas
Carr,
author,
2014
Digital
CPA
Conference
Keynote

11. Top Skills Needed for Accounting and Finance
Professionals
75%
covered by
theseTop 5
Skills
Source:
Business
Learning
Ins2tute
2016
Research
&
Surveys

12. Transforming
Service
GEOFFREY
MOORE
Key Building Blocks – Core To DCPA
Start With Why
SIMON SINEK
Cloud is the New
Computer
NICHOLAS CARR
Pragmatic Innovation
AMY RADIN

25. THEANTICIPATORYORGANIZATION
IMPACTOFFIRMWIDEADOPTION
Dan Burrus
Tom Hood, CPA, MACPA-BLI
Joey Havens, CPA, HORNE LLP

26. BLI
Na2onal
Survey
Top
Challenges
2016
Sleeter
Group
Survey
2014
The
#1
Challenge!
1. Doing more with less
2. Information overload
3. Being reactive vs
proactive

27. Top Skills Needed for Accounting and Finance
Professionals
75%
covered by
theseTop 5
Skills
Source:
Business
Learning
Ins2tute
2016
Research
&
Surveys

29. AOAF recognized as 2016 Top learning Product
“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.”
- Daniel Hood, Editor-in-Chief,
Accounting Today

30. • An2cipa2on
• Strategic
Thinking
• External
Awareness
• Vision
• Con2nuous
Learning
• Innova2on
• Crea2vity
• Problem
Solving
• Priori2za2on
• Business
Acumen
• Decisiveness
• Influencing/
Persuading
• Emo2onal
Intelligence
• Consensus
Building
• Collabora2on
• Inspira2on
• Risk
Management
• Communica2on
www.blionline.org/ao

31. Relevance?
Windshield
vs
rearview
mirror?

32. “For us, it is about relevance. And in order for
HORNE (or any other firm) to stay relevant to our
clients, we must learn to anticipate change and
help prepare for the opportunities before they
arrive. We are committed to prepare our team
members for the future—the opportunity to learn
anticipatory skills make them future-ready. It also
ensures that our firm will even become more
relevant to our clients.”
- Kathy Watts, CPA
Chair of the Board
Partner in Charge of Healthcare
HORNE LLP
Top 50 CPA Firm

33. Rapid
change
requires
we
an2cipate
more
• Training
develops
skills
in
our
team
• Team
collabora2on
on
opportuni2es
• Common
language
for
collabora2on
• Evolve
culture
from
historian
to
an2cipa2ng
opportuni2es
/
insights

35. “Even though you access the course through your
computer, it is nothing like computer based training (CBT).
It was more like watching a number of great TED talks and
after each short video, you helped the learner apply the
concepts to their role. It changes how you view strategy
and leadership by targeting how to think instead of telling
you what to think. We were able to distill some very
complex concepts, frame them in a manageable and
meaningful way, and allow the user to tailor the lessons to
their own field. It resonated with me far better than I
expected a course delivered through this format ever could.
Well done!”
- Adam Dalson Major USAF

36. 36
www.blionline.org/ao

37. 28
lessons
–
4
modules
–
1
hour/week
• Very
short
single-­‐concept
videos
(think
mini
TED
Talks)
• Rapid
applica2on
exercises
• Visual
job
aids
to
reinforce
learning

38. • Understanding
hard
trends
provides
future
facts.
• Using
future
facts,
its
possible
to
an2cipate
disrup2on.
• I
learned
how
to
think
differently.
Like
everything
worthwhile
it
takes
prac2ce.
• By
thinking
differently,
I
quickly
see
new
opportuni2es.
• For
me,
it’s
important
so
we
can
seize
new
opportuni2es
and
growth,
avoid
problems,
provide
greater
value
to
clients
and
grow
our
team
members’
skills.

39. • By
purposefully
focusing
on
the
future,
we
are
befer
prepared
to
understand,
see
and
seize
opportuni2es
and
growth
for
our
firm.
• By
prac2cing
together,
our
culture
will
be
about
an2cipatory
thinking
and
service.
A
common
language
and
connec2on.
• We
will
share
an2cipatory
insights
and
wisdom
with
our
clients
who
are
drowning
in
historical
informa2on.
• We
will
collaborate
on
challenges
differently,
allowing
us
to
predict
and
prevent
by
going
opposite
or
skipping
it.
• Our
people
growth
and
engagement
learning
track
includes
this
as
a
cri2cal
skill
for
associates
to
partners.

40. "The Anticipatory Organization Learning
System helps establish a mindset, a common
language and eventually a culture of being
anticipatory for our clients. By making this
anticipatory skillset a core strength of our
teams, it brings creative and new ideas that
make us more valuable to our clients and it
creates a game changer for our firm.”
- Joey Havens, CPA
Executive Partner, HORNE LLP
Top 50 CPA Firm

42. “The Anticipatory Organization learning
system provides a solid framework for
transforming an organization from being
reactive to anticipatory. Learning how to
anticipate disruptions and new
opportunities is extremely important now
and in the years ahead.”
Anoop Mehta, President & CEO
SSAI

43. 43
www.blionline.org/ao

44. 44
For more information:
Pam Devine Director of Customized
Learning Solutions
E: pam@blionline.org
P: 443-632-2321
www.blionline.org

45. Digital CPA Webcast Series –
Building a community of digital CPAs who embrace change
and the transformational effects of technology on today’s
practice
• “Taking
the
Lead”
Digital
CPA
Conference
in
Las
Vegas
December
5-­‐7,
2016
• TBA
2017
Schedule

48. www.blionline.org

49. http://www.blionline.org

50. For more information:
Pam Devine Director of Customized Learning Solutions
E: pam@blionline.org
P: 443-632-2321

51. www.blionline.org
The Burrus Anticipatory CPA / CFO/
Accounting / Finance Professional
A
strategic
collabora2on
with
Dan
Burrus
and
Burrus
Research.