THE ANTICIPATORY ORGANIZATION IMPACT OF FIRM WIDE ADOPTION Dan Burrus Tom Hood, CPA, MACPA-BLI Joey Havens, CPA, HORNE LLP

BLI  Na'onal  Survey  Top  Challenges  2016  

Sleeter  Group  Survey  2014  

The  #1  Challenge!  

1.  Doing more with less 2.  Information overload

3.  Being reactive vs proactive

Top Skills Needed for Accounting and Finance Professionals

75% covered by these Top 5

Skills

Source:  Business  Learning  Ins'tute  2016  Research  &  Surveys  

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

•  An'cipa'on  •  Strategic  Thinking  •  External  

Awareness  •  Vision  •  Con'nuous  

Learning  •  Innova'on  •  Crea'vity  •  Problem  Solving  •  Priori'za'on  

•  Business  Acumen  •  Decisiveness  •  Influencing/

Persuading  •  Emo'onal  

Intelligence  •  Consensus  Building  •  Collabora'on  •  Inspira'on  •  Risk  Management  •  Communica'on  

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Relevance?  Windshield  vs  rearview  mirror?  

“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

Rapid  change  requires  we  an'cipate  more  •  Training  develops  skills  in  our  team  •  Team  collabora'on  on  opportuni'es  •  Common  language  for  collabora'on  •  Evolve  culture  from  historian  to  an'cipa'ng  

opportuni'es  /  insights  

“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

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28  lessons  –  4  modules  –  1  hour/week  •  Very  short  single-­‐concept  videos  

(think  mini  TED  Talks)  •  Rapid  applica'on  exercises  •  Visual  job  aids  to  reinforce  learning  

•  Understanding  hard  trends  provides  future  facts.      •  Using  future  facts,  its  possible  to  an'cipate  disrup'on.    •  I  learned  how  to  think  differently.  Like  everything  

worthwhile  it  takes  prac'ce.    •  By  thinking  differently,  I  quickly  see  new  opportuni'es.      •  For  me,  it’s  important  so  we  can  seize  new  opportuni'es  

and  growth,  avoid  problems,  provide  greater  value  to  clients  and  grow  our  team  members’  skills.  

 

•  By  purposefully  focusing  on  the  future,  we  are  beeer  prepared  to  understand,  see  and  seize  opportuni'es  and  growth  for  our  firm.    

•  By  prac'cing  together,  our  culture  will  be  about  an'cipatory  thinking  and  service.  A  common  language  and  connec'on.  

 •  We  will  share  an'cipatory  insights  and  wisdom  with  our  clients  who  

are  drowning  in  historical  informa'on.  

•  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  cri'cal  skill  for  associates  to  partners.    

   

 

"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

“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

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For more information:

Pam Devine Director of Customized Learning SolutionsE: pam@blionline.orgP: 443-632-2321

www.blionline.org