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How to Profit from Innovation: 
Talent and Engagement in the Agile 
Learning Organization 
www.blionline.org 
Tom Hood, CEO, 
Business Learning Institute & Maryland 
Association of CPAs
Tom Hood, CPA, CITP, CGMA 
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 
! 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 
! 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/
Download today’s slides at … 
www.SlideShare.net/thoodcpa
BLI.CNF.IO 
Select your session 
Respond to a Poll! 
Ask a Question!
Innovation is the creation of new forms 
of value in anticipation of future trends
WTF? 
WHAT’S THE FUTURE?
It’s really a math problem…! 
2006!
The Shift Change 
1. Leadership! 
2. Learning! 
3. Technology! 
4. Generations! 
5. Workplace!
Marina Gorbis, Institute for the Future
The challenge & 
opportunity is to make the 
shift from the first curve to 
the second curve at the 
right time and with the 
right strategy
Where Did I Get This Stuff?
We have reached an important 
turning point where success is 
not defined by scale, but by the 
ability to learn (and unlearn) 
more rapidly. 
- John Hagel 
Source: Deloitte Institutional innovation: Creating smarter organizations to scale learning
In the long history of 
humankind (and animal kind, 
too) those who learned to 
collaborate and improvise 
most effectively have 
prevailed – Charles Darwin
What is the #1 issue facing 
Global Companies Today?
The Danger Zone
www.blionline.org 
The Research 
A 2012 survey by the Corporate Executive Board showed that 60% of 
organizations were experiencing a leadership shortage, an increase of 40 
percentage points from the previous year. 
67% 
#1 issue is developing 
leaders  succession 
planning
The top three issues facing human resources  talent development 
1. A shortage of creative, agile leaders. 
2. Inability to rapidly develop workforce skills and capabilities. 
3. Ineffective collaboration and knowledge sharing. 
www.blionline.org 
Source: 2010 IBM Global Chief Human Resource Officer study
www.blionline.org 
Shift Happens
www.blionline.org 
Paradigm Shift 
The 
high 
performers 
in 
our 
survey 
invest 
more 
in 
talent, 
focus 
on 
closing 
skills 
gaps, 
have 
more 
customized 
training 
and 
development 
programs, 
iden9fy 
future 
leaders 
earlier 
in 
their 
careers, 
and 
have 
robust 
succession 
plans 
in 
place. 
They 
also 
focus 
more 
on 
“so=” 
leadership 
skills 
such 
as 
the 
ability 
to 
embody 
the 
organiza9on’s 
culture 
and 
values 
and 
to 
lead 
effec9vely 
in 
a 
complex 
global 
business 
environment. 
Source: EY Paradigm Shift: Building a new talent management model to boost growth
Innovation = Agile Learning 
The right talent at the 
right time with the right 
www.blionline.org 
• Innovation – making changes in 
anticipation of future trends and 
customer needs 
• Individual - The ability to analyze, 
and understand new situations and 
new business platforms in a timely 
(proactive) manner. 
• Organizational – Programs and 
processes designed to enhance its 
collective ability to acquire new 
knowledge and skills, and to stay 
ahead of the market. 
Source: Bersin  Associates 
skills
Our approach – The Four C’s 
• Identify Competencies 
• Career Path (Ladder) 
• Curriculum 
• Cloud Learning 
The right talent with the right skills at the right time 
www.blionline.org
CGMA Competency Framework
theBounce
CGMA Follows the Bounce!
Your employer wants the “new you” 
“I need you, but I 
don't need the old 
you. I need a new you 
who understands the 
transformation I’m 
going through as your 
customer. If you don’t, 
you're out of touch.” 
- Dan Burrus futurist 
http://cpa.tc/1pt
www.blionline.org
Anticipation is showing up across 
our Profession 
Survey 
results 
from 
MACPA 
Town 
Halls
The missing competency?
www.blionline.org 
The Bounce
www.blionline.org
T 
Curriculum design by BLI and AICPA 
using Top 5 Competencies for future 
from CPA Horizons research and job 
levels from the BLI “Bounce” Model. 
Leadership and Communications 
were combined and the 5th category 
expanded to include practice 
specialties for firms and functional 
areas for corporate. 
Examples would include: Corporate 
Accounting, FPA, divisional 
reporting, shared services, etc. 
CPA Firms would have audit, tax, 
industry specialties. 
These technical areas would have 
specific curriculums designed to 
meet their specific technical 
competency needs.
So What Does the Shift Change 
Really Mean? 
Source: Deloitte Institutional innovation: Creating smarter organizations to scale learning
Why? 
“We are moving from 
organizations well 
managed to 
networks well led.” 
- Jim Collins
Source: PWC 2014 Global CEO Survey – Good to Grow
Innovation 
Serendipity 
Connection 
Collaboration
We 
need 
to 
find 
ways 
to 
aKract 
relevant 
innovators 
and 
edge 
par9cipants 
so 
that 
we 
can 
discover 
early 
windows 
into 
the 
developments 
that 
will 
end 
up 
transforming 
how 
we 
live 
and 
work. 
Sure, 
serendipity 
has 
always 
been 
important, 
but 
in 
a 
world 
of 
near-­‐constant 
disrup9on, 
it 
becomes 
essen9al 
to 
survival. 
– 
Planned 
Serendipity 
by 
DeloiKe
Serendipity is the faculty of finding things we 
did not know we were looking for.
“The organizations that will 
become the household names of 
this century will be renowned for 
sustained, large-scale, efficient 
innovation. 
The key to that capability is 
neither company loyalty nor free-agent 
autonomy but, rather, a 
strong collaborative community.” 
HBR, July-August 2011 
The 
collaboration curve 
is 
replacing 
the 
experience 
curve
“None of us us as 
smart as all of us.” 
-Dr. Ken Blanchard
The Three T’s – Technology, Talent  Time 
What would Rita say? 
“How 
would 
you 
think 
differently 
about 
your 
strategy 
if 
you 
knew 
your 
advantage 
might 
not 
last?” 
Rita McGrath, Columbia Business School! 
Author – End of Competitive Advantage!
Disruption and RONI 
The gap is widening, faster! 
Source: Clayton Christensen, “Innovation Killers”
Five Ways to Thrive in the Shift Change 
1. Power of Vision, Purpose  Alignment 
2. People - Strengths  Positivity 
3. Collaboration  Engagement 
4. Learning  Development – LC 
5. Technology (RONI)
Alignment 
Your Strengths 
 Skills 
Your 
Purpose  Values 
Your 
Companies 
Purpose 
 
Values
Engagement – Alignment - Commitment 
www.blionline.org
www.blionline.org 
Your Competitive Advantage 
“It is hard to plan for the long-term future when 
you don’t know what is going to happen five 
minutes from now. 
Today, a competitive edge based solely on material 
advantage is thin and temporary; the edge quickly 
becomes the margin. The ability to define the edge, 
and the ultimate competitive advantage, is found 
in the smarts, heart and ingenuity of your people. 
That’s your powerhouse. Tap that, train it, focus it 
and mobilize it; now you’ve engaged a network 
and inspired a sustainable shift.
How can we help you keep your LC? 
www.blionline.org 
• Strategy  Alignment 
• Curriculum tied to strategy 
• I2a Leadership Academy 
• BLI Leadership Express - on-demand 
leadership support 
• Social learning 
In a period of rapid change and 
increasing complexity, the winners 
will be those organizations who 
can keep their rate of learning 
greater than the rate of change 
and greater than their 
competition. – Tom Hood 
http://cpa.tc/32r
Tom 
Hood, 
CPA.CITP 
CEO 
Maryland 
Associa8on 
of 
CPAs 
Business 
Learning 
Ins8tute 
(443) 
632-­‐2301 
E-­‐mail 
tom@macpa.org 
Web 
hNp://www.macpa.org 
Web 
hNp://www.blionline.org 
Blog 
hNp://www.cpasuccess.com 
Blog 
hNp://www.blionline.org/blog 
Follow 
me 
on: 
ü 
TwiKer: 
hKp://www.TwiKer.com/tomhood 
ü 
LinkedIn: 
hKp://www.linkedin.com/in/tomhood 
ü 
Facebook: 
hKp://www.facebook.com/thoodcpa 
ü Plaxo: 
hKp://tomhood.myplaxo.com 
ü Slideshare: 
hKp://www.slideshare.net/thoodcpa 
ü Youtube: 
hKp://www.youtube.com/thoodcpa

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Innovation: Talent and Engagement in the Agile Learning Organization

  • 1. How to Profit from Innovation: Talent and Engagement in the Agile Learning Organization www.blionline.org Tom Hood, CEO, Business Learning Institute & Maryland Association of CPAs
  • 2. Tom Hood, CPA, CITP, CGMA 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 ! 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 ! 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/
  • 3. Download today’s slides at … www.SlideShare.net/thoodcpa
  • 4. BLI.CNF.IO Select your session Respond to a Poll! Ask a Question!
  • 5. Innovation is the creation of new forms of value in anticipation of future trends
  • 7. It’s really a math problem…! 2006!
  • 8. The Shift Change 1. Leadership! 2. Learning! 3. Technology! 4. Generations! 5. Workplace!
  • 9.
  • 10. Marina Gorbis, Institute for the Future
  • 11. The challenge & opportunity is to make the shift from the first curve to the second curve at the right time and with the right strategy
  • 12. Where Did I Get This Stuff?
  • 13. We have reached an important turning point where success is not defined by scale, but by the ability to learn (and unlearn) more rapidly. - John Hagel Source: Deloitte Institutional innovation: Creating smarter organizations to scale learning
  • 14. In the long history of humankind (and animal kind, too) those who learned to collaborate and improvise most effectively have prevailed – Charles Darwin
  • 15. What is the #1 issue facing Global Companies Today?
  • 17. www.blionline.org The Research A 2012 survey by the Corporate Executive Board showed that 60% of organizations were experiencing a leadership shortage, an increase of 40 percentage points from the previous year. 67% #1 issue is developing leaders succession planning
  • 18. The top three issues facing human resources talent development 1. A shortage of creative, agile leaders. 2. Inability to rapidly develop workforce skills and capabilities. 3. Ineffective collaboration and knowledge sharing. www.blionline.org Source: 2010 IBM Global Chief Human Resource Officer study
  • 20. www.blionline.org Paradigm Shift The high performers in our survey invest more in talent, focus on closing skills gaps, have more customized training and development programs, iden9fy future leaders earlier in their careers, and have robust succession plans in place. They also focus more on “so=” leadership skills such as the ability to embody the organiza9on’s culture and values and to lead effec9vely in a complex global business environment. Source: EY Paradigm Shift: Building a new talent management model to boost growth
  • 21. Innovation = Agile Learning The right talent at the right time with the right www.blionline.org • Innovation – making changes in anticipation of future trends and customer needs • Individual - The ability to analyze, and understand new situations and new business platforms in a timely (proactive) manner. • Organizational – Programs and processes designed to enhance its collective ability to acquire new knowledge and skills, and to stay ahead of the market. Source: Bersin Associates skills
  • 22. Our approach – The Four C’s • Identify Competencies • Career Path (Ladder) • Curriculum • Cloud Learning The right talent with the right skills at the right time www.blionline.org
  • 25. CGMA Follows the Bounce!
  • 26. Your employer wants the “new you” “I need you, but I don't need the old you. I need a new you who understands the transformation I’m going through as your customer. If you don’t, you're out of touch.” - Dan Burrus futurist http://cpa.tc/1pt
  • 28. Anticipation is showing up across our Profession Survey results from MACPA Town Halls
  • 32. T Curriculum design by BLI and AICPA using Top 5 Competencies for future from CPA Horizons research and job levels from the BLI “Bounce” Model. Leadership and Communications were combined and the 5th category expanded to include practice specialties for firms and functional areas for corporate. Examples would include: Corporate Accounting, FPA, divisional reporting, shared services, etc. CPA Firms would have audit, tax, industry specialties. These technical areas would have specific curriculums designed to meet their specific technical competency needs.
  • 33. So What Does the Shift Change Really Mean? Source: Deloitte Institutional innovation: Creating smarter organizations to scale learning
  • 34. Why? “We are moving from organizations well managed to networks well led.” - Jim Collins
  • 35. Source: PWC 2014 Global CEO Survey – Good to Grow
  • 37. We need to find ways to aKract relevant innovators and edge par9cipants so that we can discover early windows into the developments that will end up transforming how we live and work. Sure, serendipity has always been important, but in a world of near-­‐constant disrup9on, it becomes essen9al to survival. – Planned Serendipity by DeloiKe
  • 38. Serendipity is the faculty of finding things we did not know we were looking for.
  • 39. “The organizations that will become the household names of this century will be renowned for sustained, large-scale, efficient innovation. The key to that capability is neither company loyalty nor free-agent autonomy but, rather, a strong collaborative community.” HBR, July-August 2011 The collaboration curve is replacing the experience curve
  • 40. “None of us us as smart as all of us.” -Dr. Ken Blanchard
  • 41. The Three T’s – Technology, Talent Time What would Rita say? “How would you think differently about your strategy if you knew your advantage might not last?” Rita McGrath, Columbia Business School! Author – End of Competitive Advantage!
  • 42. Disruption and RONI The gap is widening, faster! Source: Clayton Christensen, “Innovation Killers”
  • 43. Five Ways to Thrive in the Shift Change 1. Power of Vision, Purpose Alignment 2. People - Strengths Positivity 3. Collaboration Engagement 4. Learning Development – LC 5. Technology (RONI)
  • 44. Alignment Your Strengths Skills Your Purpose Values Your Companies Purpose Values
  • 45. Engagement – Alignment - Commitment www.blionline.org
  • 46. www.blionline.org Your Competitive Advantage “It is hard to plan for the long-term future when you don’t know what is going to happen five minutes from now. Today, a competitive edge based solely on material advantage is thin and temporary; the edge quickly becomes the margin. The ability to define the edge, and the ultimate competitive advantage, is found in the smarts, heart and ingenuity of your people. That’s your powerhouse. Tap that, train it, focus it and mobilize it; now you’ve engaged a network and inspired a sustainable shift.
  • 47. How can we help you keep your LC? www.blionline.org • Strategy Alignment • Curriculum tied to strategy • I2a Leadership Academy • BLI Leadership Express - on-demand leadership support • Social learning In a period of rapid change and increasing complexity, the winners will be those organizations who can keep their rate of learning greater than the rate of change and greater than their competition. – Tom Hood http://cpa.tc/32r
  • 48. Tom Hood, CPA.CITP CEO Maryland Associa8on of CPAs Business Learning Ins8tute (443) 632-­‐2301 E-­‐mail tom@macpa.org Web hNp://www.macpa.org Web hNp://www.blionline.org Blog hNp://www.cpasuccess.com Blog hNp://www.blionline.org/blog Follow me on: ü TwiKer: hKp://www.TwiKer.com/tomhood ü LinkedIn: hKp://www.linkedin.com/in/tomhood ü Facebook: hKp://www.facebook.com/thoodcpa ü Plaxo: hKp://tomhood.myplaxo.com ü Slideshare: hKp://www.slideshare.net/thoodcpa ü Youtube: hKp://www.youtube.com/thoodcpa