1. BLI Learning Leader
Symposium
June 27, 2012
MACPA Innovation Summit
Martinâs West, MD
2. BLI Live Talks
Our day started as part of the Maryland Innovation Summit with inspirational,
thought-provoking, and entertaining talks by BLI thought leaders: Alan
Patterson, Greg Conderacci, Frank Ryan, Jeff Magee, Jennifer Elder, Karl
Ahlrichs, Peter Margaritis, Bob Dean. 2
5. Keynote Addresses from Top Thought
Leaders in Talent Management
Julie Duda- Learning
analyst, Bersin
Associates, presented
âNext Generation
Learning and Trendsâ
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6. Keynote Addresses from Top Thought
Leaders in Talent Management
Vinay Nilakantan-
Director of Product
Development and
Research, Meridian
Knowledge Solutions,
LLC, âNexus of Social
and Mobile Technology
in Training a Case
Studyâ
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7. Keynote Addresses from Top Thought
Leaders in Talent Management
Tom Hood CPA, CITP,
CGMA - CEO, MACPA
and BLI, âHorizons
2025 - Future Trends
Effecting the CPA
Professionâ
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8. Panel Discussion
Facilitated by Bob Dean CPA, CLO, Founder
of Dean Learning Advisors.
Panelists included:
âąâŻ BLI Learning Leader Advisory Panel:
â⯠Julie Kirsch, Director of Learning,
Reznick Group
â⯠Karen McManus, Senior Manager of
Training and Development, Cherry
Bekaert
â⯠Jeanie Price, Partner and Director of
Administration, DeLeon & Stang
âąâŻ Keynote Presenters:
â⯠Julie Duda, Bersin Associates
â⯠Vinay Nilakantan, Meridian Knowledge
Solutions, LLC
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9. Panelists Were Asked the
Following Questions
1.⯠What are the best things that you have
going in your firm?
2.⯠How do you make learning stick?
3.⯠How are shifting demographics affecting
learning?
4.⯠What are the most important issues that
you heard here this morning?
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10. Some Answers Included
1.⯠What are the best things that you have
going in your firm?
â⯠Strategy, strategic planning initiatives that
are reviewed annually.
â⯠Internally designed conferences around
specific practice units. (ie. Tax, audit, and
leadership)
â⯠Strong instructional design teams that are
able to design content and learning
specifically addressing needs of the firm.
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11. Some Answers Included
2. How do you make learning stick?
â⯠Elements of reinforcement including mobile.
â⯠Blending in post activates.
â⯠Design follow-up activities as part of the
program design.
â⯠Experiential learning.
â⯠Case studies.
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12. Some Answers Included
4. How are shifting demographics affecting
learning?
â⯠Learning solutions are giving our employees
more choices but it is not just generational.
â⯠Age is not dictating the learning solutions,
personal preferences are dictating.
â⯠60-70% of training still Instructor Lead
Training (ILT).
â⯠The ability to connect from anywhere
changing with various learning platforms.
â⯠Social connection. 12
13. Some Answers Included
4.⯠What are the most important issues that
you heard here this morning?
â⯠Teamwork and collaboration.
â⯠No excuses, have responsibility to have
access to learning from anywhere.
â⯠How iPads and mobile learning will affect
classroom learning.
â⯠Progression of the learning value chain.
â⯠Challenges in the CPA world are consistent
with the rest of the learning world.
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14. We Wrapped Up the Day with a Facilitated
Conversation Around Current Trends and
Opportunities
âąâŻ Using our Insights 2 Actions methodology.
âąâŻ The i2a process was a collaborative
process designed to pull out the groups
best thoughts and to share those thoughts.
â⯠The process is based on four principles:
1.⯠Share the air with other
2.⯠Make your thinking visible to others
3.⯠Rely on the wisdom of the crowd
4.⯠You are the experts
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15. We Gave the Group Individual Think Time
to Answer the Following Questions
1.⯠Where do we see Learning Going in the
Future? What is different about Learning now
than in the past?
2.⯠How can training professionals affect bottom
line results?
3.⯠What do you need to increase the effectiveness
of Learning in you organization? How do we
keep this conversation going and create a
collaborative community around learning and
talent management?
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16. Working Collaboratively the Groups Came
Up with the Following Top Answers
Question 1:
âąâŻA.) Where do we see Learning Going in the Future?
â⯠More options for style and subject
â⯠More real life applications in training
â⯠Increase mobility
â⯠More business success training
â⯠Training used as a recruiting tool
â⯠Expectation of training by employees
â⯠On Demand virtual video vs. live
â⯠Shorter segments
â⯠Learning with clients
â⯠Lifelong learning = employee benefits
â⯠Collaborative process
â⯠Mobile
â⯠Theoretical and practical
âąâŻB.) What is different about Learning now than in the past?
â⯠Less structured
â⯠Casual
â⯠Blended learning
â⯠The learning is under microscope
â⯠Coaching and mentoring
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18. Working Collaboratively the Groups Came
Up with the Following Top Answers
Question 2:
âąâŻ How can training professionals affect bottom line results?
â⯠Well trained employees = more productivity
â⯠Train learners to learn
â⯠Capitalizing on the formal training
â⯠Knowledge sharing (knowledge management)
â⯠Efficiency = client satisfaction
â⯠Social impact
â⯠Hire BLI for tailored training
â⯠Collaborating with peers (networking solutions)
â⯠Training professionals (TP) need to build relationships and know the business
â⯠Link learning to business strategy
â⯠Accommodate productivity
â⯠Building in high profit areas and areas needing improvement
â⯠Provide specialized tools/ training
â⯠Follow-up e-tools,
â⯠Follow-up deliverables (cutting edge)
â⯠Personal follow-up and coaching (Skype and calls)
â⯠Real time examples (case studies)
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20. Working Collaboratively the Groups Came
Up with the Following Top Answers
Question 3:
âąâŻ A.) What do you need to increase the effectiveness of Learning in you
organization?
â⯠More Subject Matter Expert (SMEs)
â⯠Training and learning tied to performance reviews and reverse
â⯠Cohesive and ongoing learning tied together
â⯠Not crisis
â⯠Case studies
â⯠Structure
â⯠Learning culture change
â⯠Occupying NASBA
â⯠Individualized (what the learner needs)
â⯠Continuous collaborative communities with clients
â⯠Buy in from the top
â⯠Identify valuable metrics
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21. Working Collaboratively the Groups Came
Up with the Following Top Answers
Question 3:
âąâŻ B.) How do we keep this conversation going and create a collaborative
community around learning and talent management?
â⯠Create a training forum/ message board on MACPA website
â⯠Start collaborative learning group through MACPA
â⯠Manage LinkedIn group
â⯠Training coordinator club with guided topics (ie. Monthly call in meeting with TLs)
â⯠Think tank meeting
â⯠More discussion (virtual meeting)
â⯠Have a train the trainers session
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26. Meeting Details
Learning Leader Symposium
MACPA Innovation Summit
June 27, 2012
This booklet is a graphic meeting summary of the Learning Leader Symposium conducted
by the BLI Team in conjunction with the MACPA Innovation Summit. The pages are
reductions of large visual displays created on-site using BLIâs i2a Insights to Action â
Strategic Thinking System, provided by Pam Devine & Laura Dorsey-Shaner.
www.bizlearning.net/live/i2astrategicplanning
For more information regarding this gathering and its outcomes, please contact Pam
Devine.
Pamela Devine
http://www.linkedin.com/in/pameladevine
Business Learning Institute
(443) 632-2321
mailto:pam@bizlearning.net
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