Next Gen Leaders Report from the AICPA EDGE Conference 2016

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  • The Future Ready CPA AICPA EDGE Conference

    Par8cipants Report & Insights Tom Hood, CPA, CITP, CGMA

    August 5, 2016


    The Future Ready CPA AICPA EDGE Conference

    Par8cipants Report & Insights Tom Hood, CPA, CITP, CGMA

    August 5, 2016

  • What genera*on are you?

  • Poll: What is hard about your job?

  • Poll: What is hard about your job?

  • Poll: What is hard about your job?

  • Poll: What are your top challenges? (pick the top five)

    1.Not enough 8me 2.Finding & retaining

    talent 3.Being reac8ve vs

    proac8ve 4.Older leaders not

    giving up control 5.Engaging our people

    Note: These are consistent with other public company finance teams and the changing systems answer is not usually in the top 5

  • #FutureReady!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.!

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

    92% of CPAs !Not #futureready!

  • Poll: What is your favorite app or produc*vity tool?

    1. Evernote 2. Outlook 3. TwiVer 4. Waze 5. Linkedin 6. Facebook 7. Slack 8. Google

  • Poll: What are the top skills you need to be successful? Pick the top 5

    1. Inspiring and Mo8va8ng Others

    2. Communica8on 3. Strategic & Cri8cal

    Thinking 4. Innova8on & Crea8vity 5. An8cipa8ng & Serving

    Evolving Needs

  • Top Skills Needed for Accounting and Finance Professionals !

    BLI Research in 2015 with over 1,000 responses from all segments of the CPA Profession identified these top skill needed to be successful in these rapidly changing times. This confirms and reinforces the research from the Conference Board, AICPA CPA Horizons 2025 report, Bersin, and Burrus Research..

    75% covered by these Top 5


  • 14

  • Poll: What is your insight (takeaway) about today's session

  • Poll: What is your insight (takeaway) about today's session

  • Poll: What is your insight (takeaway) about today's session

  • Poll: What is your insight (takeaway) about today's session

  • Poll: What do you want your leader to know?

    1. Engage us in your vision and purpose

    2. More coaching and mentorship

    3. More transparency 4. More leadership

    development 5. Look beyond the billable

    hour 6. More focus on the future 7. More collabora8on 8. More focus on career

    development 9. More frequent feedback 10.Thank you!

  • Our insights The responses from these surveys are consistent with our polls from Global Public Company Finance teams and in most cases with the overall CPA Profession, including public accoun8ng, government and small mid-size business and NFPs. One opportunity is to focus training and development on the cri8cal skills par8cipants are iden8fying, especially in the area of strategic thinking and an8cipa8on (being aware, predic8ve and adap8ve of future trends and issues). These skills elevate and accelerate peoples ability to adapt to major changes in addi8on to finding crea8ve and innova8ve ways to add value to the business. Our research consistently shows the need for finance and accoun8ng teams to add insights to the business. We now have several new training tools available to support individuals and most importantly groups in developing these skills.

  • 21

  • Accountants need to be proactive and there are no tools that specifically make then proactive until now. The Anticipatory Organization is set of tools and strategies for making your firm work better in the future. No matter what you are doing, this will make you do it better. Daniel Hood Editor-in-Chief, Accounting Today

  • "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

  • 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


  • 28 lessons 4 modules 1 hour/week Very short single-concept videos (mini TED

    talks 3-4 minutes) Rapid applica8on exercises Visual job aids to reinforce learning


  • An8cipa8on Strategic Thinking External Awareness Vision Con8nuous Learning Innova8on Crea8vity Problem Solving Priori8za8on

    Business Acumen Decisiveness Influencing/Persuading Emo8onal Intelligence Consensus Building Collabora8on Inspira8on Risk Management Communica8on

  • For more information:

    Tom Hood, CEO Business Learning InstituteE: tom@blionline.orgP: 443-632-2301

  • 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

    CPA Practice Adviser Accounting Hall of Fame Named the Second Most Influential in Accounting by Accounting Today Magazine 2013 - 2015 Top 150 Influencer by Linked-In Top 25 Influencers in Learning & HR - HR Examiner Top 25 Public Accounting Thought Leaders - CPA Practice Adviser Co-founder of the Business Learning Institute

    CEO Maryland Association of CPAs (MACPA) Business Learning Institute (BLI)