Creating the “Future Ready” Firm - Firms Implementing the Anticipatory Organization™ Model

Session 12 December 6, 2016 9:00 am – 10:15 am Tom Hood – moderator Panel: Joey Havens - Horne, Rich Stang – DeLeon & Stang, Jeff Wald – K-Coe Isom

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Anticipation – The Missing Competency

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

The #1 reason clients leave their CPA firm is that they did not get proactive advice only reactive (historical) services.

“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 also 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

Your  staff  are  future  ready,  proac(ve  advisors  capable  of  presen(ng  and  discussing  industry  trends  and  insights  with  your  clients…  

Imagine  if…  

Rapid change requires we anticipate more •  Training develops skills in our team •  Team collaboration on opportunities •  Common language for collaboration •  Evolve culture from historian to anticipating

opportunities / insights

#FutureReady!Is the capacity to be anticipatory (aware, predictive and adaptive) of emerging trends in business, technology, demographics, and the social environment impacting your organization and industry. - Tom Hood! Source: CPA.COM Insight into the

CPA of the Future Study 2014

92% of CPAs !Not #futureready!

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

AOAF Covers the Top Skills Needed for Accounting and Finance Professionals

75% covered by these Top 5

Skills

www.blionline.org

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

I  don’t  have  (me  to    do  

this…  

28  lessons  –  4  modules  –  1  hour/week    •  Very  short  single-­‐concept  videos  (mini  TED  Talks)  •  Rapid  applica(on  exercises  •  Visual  job  aids  to  reinforce  learning  

Anticipatory Organization - First Nano Learning for Accounting and Finance Professionals designed to learn more in less time

The Anticipatory Organization learning system is designed to teach you more in less time. Using very short, single-concept videos with rapid application exercises to immediately apply the concepts to your work.

“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

Anticipatory Organization: Accounting and Finance Edition (AOAF)

"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

•  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  

www.blionline.org/ao  

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“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, CPA CEO, Science Systems and Applications, Inc.

Examples  

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•  Understanding hard trends provides future facts. •  Using future facts, its possible to anticipate disruption •  I learned how to think differently. Like everything worthwhile

it takes practice •  By thinking differently, I quickly see new opportunities •  For me, it’s important so we can seize new opportunities and

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

•  By purposefully focusing on the future, we are better prepared to understand, see and seize opportunities and growth for our firm.

•  By practicing together, our culture will be about anticipatory thinking and service. A common language and connection.

•  We will share anticipatory insights and wisdom with our clients who

are drowning in historical information.

•  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 critical skill for associates to partners.

http://www.blionline.org

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) www.macpa.org Business Learning Institute (BLI) www.blionline.org

http://www.linkedin.com/in/tomhood/