a new era in talent development and learning

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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? This presentation covers the latest trends and what we see as "next" practices emerging and how we, at the Business Learning Institute, are working to help CPA firms, corporations, government, and nonprofits with a new approach to talent development and learning designed to get two things: (1) business results and (2) engaged employees who are willing to give you their discretionary efforts!

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www.blionline.org

A New Era in Talent Development and Learning

Tom Hood, CEO, Business Learning Institute & Maryland Association of CPAs

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

Tom Hood, CPA, CITP, CGMA

! 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/

Download today’s slides at … www.SlideShare.net/thoodcpa

Yesterday the World Changed, Now It’s Your Turn ��� - Mike Walsh

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HOW TO PROFIT FROM INNOVATION: Building the Agile Learning Organization

The Paradox

The faster things change, the farther you have to

look ahead.

The Shift Change

The Shift Change

The Shift Change 1.  Leadership!2.  Learning!3.  Technology!4.  Generations!5.  Workplace!

If Content is King,���Context is the Kingdom!��� - Will Avegerakis - AICPA

Where did I get this stuff?���

The research…

Historical Context – The Perfect Storm

•  Web 2.0 •  Globalization •  Generations

Source: Don Tapscott - Wikinomics

The New Normal - VUCA

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The Research

67% #1 issue is developing leaders & succession

planning

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1.  A shortage of creative, agile leaders. 2.  Inability to rapidly develop workforce skills and capabilities. 3.  Ineffective collaboration and knowledge sharing.

Source: 2010 IBM Global Chief Human Resource Officer study

The top three issues facing human resources & talent development

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Shift Happens

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The  high  performers  in  our  survey  invest  more  in  talent,  focus  on  closing  skills  gaps,  have  more  customized  training  and  development  programs,  iden9fy  future  leaders  earlier  in  their  careers,  and  have  robust  succession  plans  in  place.  They  also  focus  more  on  “so=”  leadership  skills  such  as  the  ability  to  embody  the  organiza9on’s  culture  and  values  and  to  lead  effec9vely  in  a  complex  global  business  environment.  

Paradigm Shift

Source: E&Y Paradigm Shift: Building a new talent management model to boost growth

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• Career Path (Ladder) • Competency-based

Learning • Curriculum • Cloud

Our approach – The Four C’s

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The Bounce

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T  

Curriculum design by BLI and AICPA using Top 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.

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Learning as a Platform

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Learning as a Platform

“If we could help learners manage their learning, I speculate that there would be as much as a 500 percent

increase in benefits…” - Patricia McLagan – ASTD Magazine

Job Aids, Performance Support Tools

Self-paced Web-based

Courses

OLI/\I /O\\EI LEO\I

IL\I

Social Learning Books, Podcasts,

Videos, Blogs

Collaboration, Community, and Knowledge Mgmt

Coaching and Mentoring

Live Webcasts & Virtual

Classrooms Face to Face Classroom

O N D E M A N D L I V E

Foundation Learning/Re-skilling Competency Development

Collaborative Learning Experiences

Learning Delivery Channel Continuum

Source: Bob Dean – BLI Thought Leader © Copyright 2013 Business Learning Institute

CloudLearning - JIT

CloudLearning - JIT

Copyright 2013 - Business Learning Institute

AICPA Navigator

•  A full featured Learning Management System

•  Integrated with a Compliance Tracking system for CPAs

•  Customized for your organization •  Based on an Open Architecture for

your own content •  Including a Complete Curriculum

designed by the CPA Profession

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!

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Engagement – Alignment - Commitment

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R.O.P = R.O.I

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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.

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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

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    

Follow  me  on:  

ü   TwiEer:  hEp://www.TwiEer.com/tomhood  

ü   LinkedIn:  hEp://www.linkedin.com/in/tomhood  

ü   Facebook:  hEp://www.facebook.com/thoodcpa  

ü Slideshare:  hEp://www.slideshare.net/thoodcpa  

ü Youtube:  hEp://www.youtube.com/thoodcpa  

ü Second  Life  avatar  name:  Rocky  Maddaloni  

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