Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals
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Transcript of Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals
http://www.blionline.org/acpa
www.blionline.org
The Burrus Anticipatory CPA / CFO/ Accounting / Finance Professional
A strategic collaboration with Dan Burrus and Burrus Research.
Only 13% of CPAs Ahead of Curve
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.
The research: Anticipation is showing up across our Profession
MACPA Member Survey Top Challenges 2014 Sleeter Group Survey 2014
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
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
The Anticipatory CPA / Finance / Accounting Professional
Competencies – Research & Examples
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
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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
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Anticipatory Organization: Accounting & Finance Edition
The Anticipatory CPA follows the BLI Bounce Career Model
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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
From: Reactive To: Preactive & AnticipatoryFrom: Crisis Management To: Opportunity ManagerFrom: Problems To: Solutions
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
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/