macpa cpa summit 2016 #cpasummit

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Page 1: MACPA CPA Summit 2016 #CPASummit
Page 2: MACPA CPA Summit 2016 #CPASummit

Why?

Page 3: MACPA CPA Summit 2016 #CPASummit
Page 4: MACPA CPA Summit 2016 #CPASummit
Page 5: MACPA CPA Summit 2016 #CPASummit
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How?

Page 7: MACPA CPA Summit 2016 #CPASummit
Page 8: MACPA CPA Summit 2016 #CPASummit

Many Thanks to Our SponsorsExclusive Preferred Providers

Preferred Providers

Page 9: MACPA CPA Summit 2016 #CPASummit
Page 10: MACPA CPA Summit 2016 #CPASummit

Top Technology Trends impacting the Profession in next three years

Page 11: MACPA CPA Summit 2016 #CPASummit

MindsetSkillsetToolset

Page 12: MACPA CPA Summit 2016 #CPASummit

#FutureReadyIs 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

Page 13: MACPA CPA Summit 2016 #CPASummit

Poll: What are the most valuable benefits of MACPA membership to you?

1. Advocacy – Protecting my CPA license

2. Helping my career – Learning

3. Helping me stay future ready4. Future scout – Watching

future trends5. Connecting and networking

NEW

NEW

Page 14: MACPA CPA Summit 2016 #CPASummit

What are your top challenges?

Page 15: MACPA CPA Summit 2016 #CPASummit

Top Skills1.Strategic &

critical thinking2.Communication3.Anticipating and

serving evolving needs

4.Innovation and creativity

5.Inspiring and motivating others

MPs identified Collaboration and Technology Skills in Sept, 2016We have plenty of resources and training around all of these skills and more.

Page 16: MACPA CPA Summit 2016 #CPASummit

• Anticipation• Strategic Thinking• External Awareness• Vision• Continuous

Learning• Innovation• Creativity• Problem Solving• Prioritization

• Business Acumen• Decisiveness• Influencing/Persuading• Emotional Intelligence• Consensus Building• Collaboration• Inspiration• Risk Management• Communication

www.blionline.org/ao

Page 17: MACPA CPA Summit 2016 #CPASummit

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

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

Page 18: MACPA CPA Summit 2016 #CPASummit

Creating a Culture

of Innova-tion

HorneK-Coe IsomDeLeon & Stang

Three major firms have adopted our Anticipatory Organization learning program and are reporting new practice areas, a change in mindset of their

people and a culture shift to proactive and future thinking across their teams.

Page 19: MACPA CPA Summit 2016 #CPASummit

MindsetSkillsetToolset

Page 20: MACPA CPA Summit 2016 #CPASummit

The collabora-tion curve will beat the experience curve.

Page 21: MACPA CPA Summit 2016 #CPASummit

…the group of people best positioned to thrive in today's era of high-velocity change. Fluxers are defined not by their chronological age but by their willingness and ability to adapt. These are the people who are defining where business and culture are moving. And purpose is at the

heart of their actions. – Robert Safian FastCompany

Page 22: MACPA CPA Summit 2016 #CPASummit

Core values:• Integrity• Competence• Lifelong learning• Objectivity• Commitment to excellence

CPAs…Making sense of a changing and complex world

CPAs are trusted advisors who help people and organizations shape their future. Combining insight with integrity…

Page 23: MACPA CPA Summit 2016 #CPASummit
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Kimberly Ellison-Taylor, CPA, CITP, CGMAAICPA Chair - October 25, 2016