burrus-bli anticipatory cpa/accounting & finance professionals

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How do you thrive in this fast arriving future? The one thing everyone agrees on is that change is accelerating and more and more being agile and proactive is simply not enough. What if there is a better way? MACPA and BLI found one answer when we met Daniel Burrus, futurist, technologist and business guru. Dan researched what the number one skill (competency) needed for businesses in the foreseeable future. That skill is the ability to ANTICIPATE and it can be taught. Dan has developed a program to help us all become preactive, the ability to anticipate and solve problems before they happen. To become opportunity managers and leave behind the constant pressures of crisis management. We at our Business Learning Institute think he is onto something. Then we asked, can we take a profession based on history, looking out the rear view mirror and make it also future-focused? Can we teach CPAs, CFOs, finance and accounting professionals how to anticipate? On November 4th, business guru, tech-futurist, and bestselling author of Flash Foresight came to Maryland to work with the Business Leanring Institute, the learning and innovation lab of the Maryland Association of CPAs to help anticpate better the fast coming future... This slide deck shows our research about why we think this is needed NOW. Save the date for May 4th in Maryland when Daniel Burrus will be back to launch this exciting new program. For more information contact [email protected] Or register on-line http://www.blinonline.org/acpa

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Page 1: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

http://www.blionline.org/acpa

Page 2: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

www.blionline.org

The Burrus Anticipatory CPA / CFO/ Accounting / Finance Professional

A strategic collaboration with Dan Burrus and Burrus Research.

Page 3: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

Only 13% of CPAs Ahead of Curve

Page 4: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

www.blionline.org

Source: CPA.COM Insight into the CPA of the Future Study 2014

Only 8% of CPAs are Future Ready

Future Ready is the capacity to be aware, predictive, and

adaptive of emerging challenges, tech innovations, and trends and changes in business, population, and

social environment.

Page 5: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

The research: Anticipation is showing up across our Profession

MACPA  Member  Survey  Top  Challenges  2014   Sleeter  Group  Survey  2014  

Page 6: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

Still not convinced?•  #1 Issue facing CPAs in MACPA-BLI national survey•  76% of SMB owners say their CPAs are not proactive•  75% of SMB owners have changed firms due to “reactive

services” instead of proactive advice•  57% want more business planning and strategic advice

Page 7: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

What your customers rally want?

"Increasing the proactive consultative approach to business service and technology information is one of the most important factors in improving a firm’s reputation and the strength of its relationships.” - Doug Sleeter

Page 8: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

The Anticipatory CPA / Finance / Accounting Professional

Page 9: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

Competencies – Research & Examples

Page 10: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

ANTICIPATION  Strategic  Thinking  External  Awareness  Vision  ConDnuous  Learning  InnovaDon  CreaDvity  Problem  Solving  PrioriDzaDon  Business  Acumen  Decisiveness  Influencing/Persuading  EmoDonal  Intelligence  Consensus  Building  CollaboraDon  InspiraDon  Risk  Management  

The competency of “anticipation” actually includes a number of competencies included in many of the top companies of today and the CPA Profession as well.

Across these models, you'll see a common theme of "strategic thinking," "innovation" and "leading change."

Many of these organizations build (and validate) fantastic competency models and know what they want people to do.

The beauty of the Anticipatory Organization model is that it offers a clear process that makes highly-abstract leadership competencies attainable and trainable. 

If an organization wants to make "strategic thinking" or "innovation" a core competency, we can provide clear, trainable activities that can be targeted to a wide range of learners (from individual contributors to senior leadership).

We provide the bridge between the competency model and the desired observable behaviors.

Anticipation – The Critical Competency

Page 11: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

www.blionline.org

Page 12: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

ANTICIPATION  Strategic  Thinking  External  Awareness  Vision  ConDnuous  Learning  InnovaDon  CreaDvity  Problem  Solving  PrioriDzaDon  Business  Acumen  Decisiveness  Influencing/Persuading  EmoDonal  Intelligence  Consensus  Building  CollaboraDon  InspiraDon  Risk  Management  

AnDcipatory  OrganizaDon:  Finance  /  AccounDng  EdiDon  

CGMA Competency Framework

Page 13: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

www.blionline.org

Anticipatory Organization: Accounting & Finance Edition

The Anticipatory CPA follows the BLI Bounce Career Model

Page 14: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

www.blionline.org

Anticipatory Finance / Accounting covers these competencies

Burrus Research and competencies developed:

Strategic thinking, external awareness, vision, continuous learning, innovation, creativity, problem solving, prioritization, proactive, business acumen, decisiveness, influencing and persuading, emotional intelligence, consensus building, collaboration.

Research from CPA Horizons 2025 CPA Competencies for future

The Anticipatory CPA covers most future competenciesidentified in the (AICPA) CPA Horizons 2025 Project

Page 15: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

From: Reactive To: Preactive & AnticipatoryFrom: Crisis Management To: Opportunity ManagerFrom: Problems To: Solutions

Page 16: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

Know What’s NextHARD TRENDS are certainties. They will happen, regardless of your actions. SOFT TRENDS might happen—and you can influence them. An organization that can identify certainties and future disruptions, will be better poised for success.

Develop OpportunitiesEvery HARD TREND provides an opportunity. The question is whether you’ll be there to capitalize on it. The Anticipatory Organization model helps you pre-solve predictable problems in order to identify and act on game-changing opportunities.

Shape the FutureYour view of the future shapes the decisions you make today. And, the decisions you make will shape your future. This is your FUTUREVIEW® and it is a powerful force in shaping the future of both organizations and individuals. The Anticipatory Organization model reveals the power of your FUTUREVIEW and teaches you to use HARD TRENDS to elevate your plans and realize the business you envision.

Accelerate SuccessWhen your entire team shares a common FUTUREVIEW that’s based around the certainty of HARD TRENDS, it drives your organization’s strategic velocity and accelerates success.

The Anticipatory CPA/CFO/Accounting & Finance Edition

Page 17: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals
Page 18: Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

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 CPA Practice Adviser Accounting Hall of Fame 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/