“Skills make dreams happen. They build economies. They make people rich and famous. In today’s world, the demands for skills are staggering. Government, business and individuals have too much to achieve, their goals are huge. They are constantly, and I do mean constantly, looking for people with the right skills. People that can get the job done.”

- Emi Iyalla

Talent Development & Competencies���

For���CPAs, Accounting & Finance Professionals

Table of Contents1.  Context – Why the skills gap is getting bigger? ……….. 4-82.  Research - What Competencies are needed……...….. 9-133.  How you can get these competencies AOAF……… 14-194.  How you can get these competencies MBA Express....20-215.  About Business Learning Institute…………………….22-27

The Business Learning Institute is the largest talent development and and learning provider to CPAs, accounting and finance professionals in the US. We bring our leading approach to ‘success skills’ and competency-based curriculums to the leading organizations, public companies and CPA firms all over North America.

Why?

Borrowed from the US Army War College, VUCA was coined by The Institute for the Future to describe the rapidly changing and complex business environment since the Great Recession of 2008.

From the World Economic Forum in Davos, 2016

www.blionline.org

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

92% of CPAs are NOT Future Ready

Future Ready is the capacity to be aware, predictive, and adaptive of emerging trends, challenges, tech innovations,

and changes in business, population, and social

environment.

The ResearchThe latest research inside and outside the CPA Profession re-affirms the Top Competencies and Skills needed by Accounting and Finance Professionals

Leaders need new skills in a VUCA world

•  Anticipating and reacting to the nature and speed of change.

•  Acting decisively without always having clear direction and certainty.

•  Navigating through complexity, chaos, and confusion.

•  Maintaining effectiveness despite constant surprises and a lack of predictability.

Source: Conference Board 2015 Ready-Now Leaders Report

25% are not VUCA ready

3X Performance in Top 20%

CPA Horizons 2025 (AICPA)

The CPA Horizons 2025 Report by the AICPA researched the Top Competencies needed by the CPA Profession for the future (2025) and was validated by thousands of CPAs in a grassroots electronic and in-person facilitations.

The Chartered Global Management Accounting Competency Framework was developed in 2014 by the AICPA and CIMA Joint Venture and follows the BLI ‘Bounce’ Framework’.

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, CGMA, IFAC, Bersin, and Burrus Research.

75% covered by these Top 5

Skills

This led to our work with world renowned futurist and business advisor and best-selling author, Daniel Burrus of Burrus Research. We worked with Dan to add the context of the accounting and finance profession to his Anticipatory Organization learning system to create the Anticipatory Organization: Accounting and Finance edition (AOAF) . http://www.blionline.org/ao

•  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  

In November, 2015 we developed a strategic partnership with Daniel Burrus, a world-renowned global futurist and business consultant who had researched the top competencies requested in his work with many Fortune 500 companies. These aligned with own research at BLI.

28 lessons in 4 modules of this innovative learning system with nano-learning (3-5 min videos), job aids and rapid on-the-job application exercises.

Mapping the AOAF learning program to the CGMA

Competency Modelshows comprehensive coverage of these skills

ANTICIPATION  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  

An#cipatory  Organiza#on:  Finance  /  Accoun#ng  Edi#on  

CGMA  Competency  Framework  

AOAF recognized as 2016 Top Learning Product

"As knowledge workers and professionals whose value springs in large part from their expertise, accountants are both serious about their ongoing education, and well-positioned to capitalize on new ideas and new ways to demonstrate their competence to clients…

The point of the coursework is to teach you, literally, how to predict the future by identifying reliable trends — and it actually works. The applications for firm strategy, client service, and guiding your own career are endless.”

It also saw a push on different ways to educate the profession, including in small bites…offering to help accountants boost their careers by bringing more value to the table.

Mapping the MBA Express learning program to the

CGMA Competency Modelshows comprehensive coverage of these skills

•  ADDING  VALUE:  Ge1ng  the  most  by  giving  the  most  

•  BUSINESS  STRATEGY:  Thinking,  planning,  acGng,  and  leading  

•  LEADERSHIP  STRATEGY:  Taking  people  to  new  places  and  higher  ground  

•  PERFORMANCE  MANAGEMENT:  Ge1ng  to  beOer  results,  faster  

•  POWERFUL  COMMUNICATION:  Conveying  meaning  and  earning  an  audience  

 

MBAexpress  (All  modules)  CGMA  Competency  Framework  

http://www.blionline.org

www.blionline.org

The Five C’s of Talent Development1.  Competencies 2.  Career Path (Ladder) 3.  Curriculum & Content 4.  Compliance & Governance 5.  Communicate and Inspire

And no. 6 including Cloud for hosting and managing your talent development and learning platform

www.blionline.org

‘The Bounce’ Framework

www.blionline.org

BLI & Future of Learning1.  Social Learning.2.  Mobile / nano, or "Just When You Need It” learning.3.  Cloud-based platform for managing blended

learning (LMS/Compliance/Curriculum).4.  Collaborative: MBSN (Management by Sticky

Notes and other tech supported collaboration.5.  Competency-based learning (The Bounce

framework + CPA Horizons + CGMA)

http://cpa.tc/6a7

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 2015 Top 150 Influencer by Linked-In Top 25 Influencers in Learning & HR by HR Examiner 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/