FAST FORWARD Building the Profession of Tomorrow

The Future of LearningAnthony Pugliese, CPA, CGMA, CITP – Senior Vice President & COOLawson Carmichael – Senior Vice President – Strategy, People and InnovationSpring Council | May 18-20, 2014

ITEM #11

The Task Force on the Future of Learning

Cindy Adams – IowaJeannine Birmingham – AlabamaJennifer Briggs – IndianaJackie Brown – MarylandSharon Bryson – North CarolinaMike Colgan – PennsylvaniaErin Pate – South Carolina

Todd Shapiro – Illinois

Scott Wiley – OhioNancy Bagranoff – Univ. of RichmondAllison Forrest – Harvard Univ.Robert Gruber – Univ. of WisconsinJack Wilkerson – Wake Forest Univ.

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Eric Dingler – DeloitteEric Hansen – BKDKathy Johnson – CPA Forensics PlusJason McKeever – Eide BaillyMark Lewis – IRIS Software GroupSharon McCue – NIASAlicia Sweeney – Kellory & Co.Bill Schneider – AT&TJeff White – J&B Equipment Co.

Maria Caldwell – NASBA

Lawson Carmichael – Co-chair

Anthony Pugliese – Co-chair

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Topics for discussion

Why now?

Council engagement in new learning

Future of Learning recommendations

Preview of microsite

Next steps

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The task force guided our learning vision

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Changing business and workplace evolution

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Business and profession transform

Disruptors emerge overnight

Increased regulation

Hyper-specialization

Globalization adds complexity

Technologies transforming business

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An outlook on the workplace of 2020

Acute global talent

shortage

Corporate curriculums will

use game mechanics

Hiring/promotion based on

reputation capital

Lifelong learning becomes

a business requirement

Peer-to-peer learning is

preferred method of learning

Mobile devices - office,

classroom, virtual concierge

Social media literacy

required

Source: The 2020 Workplace

The learning revolution

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Learner’s expectations have changed

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Source: Future of Learning 1st Task Force meeting

Competency plus compliance

Relevant and contextual

Collaborative, interactive, participative

Mentoring and coaching

Just in time, blended, tech-enabled

Competency-based models reward learner outputs

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Competency-based; rewards

outputs and learner

proficiency

Time-based; rewards

inputs and learner recall

CreatingCreating

EvaluatingEvaluating

AnalyzingAnalyzing

ApplyingApplying

Understanding

Remembering

Mix of formal, informal and experiential learning

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Formal

Learning

event

10%Informal

Learning

momentum

20%Experiential

Workplace integration

of learning

70%

Blended learning environments rise in importance and prevalence

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TechnologyTechnology enablesenables personalizedpersonalized adaptiveadaptive

learninglearning

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AdaptiveEvolves in real-timeData-driven

PersonalizedOnset tailoringIntuition-driven, data-informed

TECH

NOLO

GY

Mentoring Mentoring and peer-to-peer and peer-to-peer learning on the riselearning on the rise

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® 15

Gaming and simulation improving outcomes

Future of Learning recommendations

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Future of Learning recommendations

Innovate and Experiment

Ignite a Passion for Learning

Make Learning Personal

Measure What Matters

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Innovate and ExperimentInnovate and Experiment

Adapt and evolve Adapt and evolve learning to meet the learning to meet the

needs of needs of high-performing high-performing

professionalsprofessionalsSmall changes to learning can

have a huge impactSmall changes to learning can

have a huge impact

Leverage technology to enhance learning experiences

Leverage technology to enhance learning experiences

Ignite a Passion for LearningIgnite a Passion for Learning

Create meaningful, Create meaningful, purposeful purposeful

experiences that experiences that motivate and motivate and

engage learnersengage learnersMake learning engaging

and relevantMake learning engaging

and relevant

Start withthe learnerStart with

the learner

Make Learning PersonalMake Learning Personal

Create learning Create learning opportunities that opportunities that

address individualsaddress individuals’’ knowledge and knowledge and

competency needscompetency needs

Design fordesired outcome

Design fordesired outcome

Filter content andfocus resources

Filter content andfocus resources

Deliver any topic,anywhere, any wayDeliver any topic,

anywhere, any way

Measure What MattersMeasure What Matters

Learning happens Learning happens everywhere and caeverywhere and ca

nn’’t always be t always be quantified in a test quantified in a test result or measured result or measured

in hours in hours

Create and leverage a unified, global competency frameworkCreate and leverage a unified, global competency framework

Rethink how CPE is measuredRethink how CPE is measured

Develop one uniform, global compliance standard

Develop one uniform, global compliance standard

Microsite preview

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Next steps

Launch Future of Learning microsite and communications campaign

Pilot new learning methods and tools with State Societies

Incorporate competency-based approaches to CPE into AICPA membership requirements

Build Future of Learning recommendations into AICPA learning resources

Collaborate with NASBA, State Boards, and State Societies on CPE requirements

Update Council in October on progress to date

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JOIN US.JOIN US.

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2014 AICPA Spring Council

Scottsdale, Arizona

May 18-20, 2014

AICPA Council Proposed ResolutionWHEREAS, The accounting profession’s more than 40-year commitment to lifelong learning hinges on ongoing relevancy and requires that competency development evolve with technology, generational expectations, the pace of change and complexity in the world, and

 WHEREAS, The AICPA's Future of Learning Task Force report, addressing the skills CPAs need to acquire as well as how they acquire them, will be available to all AICPA members in an interactive micro site in the summer of 2014, and

WHEREAS, The Task Force recommendations were forged with the feedback of Council, state CPA societies, AICPA members, interested third parties and regulators

 NOW THEREFORE BE IT RESOLVED, That the AICPA Council enthusiastically supports the themes of the Future of Learning Task Force’s report to evolve the way we engage, develop, deliver and measure the learning of accounting professionals and encourages all members to participate in dialogue and drive change to ensure the profession maintains its leadership position, relevancy and attractiveness, and

 BE IT FURTHER RESOLVED, That the AICPA, engaging with state CPA societies, NASBA, state boards of accountancy, federal regulators and other stakeholders, should provide leadership to evolve the profession’s learning strategies and structure giving due consideration to change management, timeframes, and relevant measurement approaches.  

2014 AICPA Spring Council

Scottsdale, Arizona

May 18-20, 2014