“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 of Accounting Today (when recognizing AOAF as a 2016 Top Product in Learning The competency of “anticipation” actually includes a number of competencies included in many of the top companies of today. Across these models, you'll see a common theme of “strategic thinking," "innovation" and “leading change." Many of these organizations build (and validate) fantastic competency models and know what they want people to do. The top five skills and competencies identified for CPAs, accounting and finance professionals are: 1. Strategic and critical thinking; 2. Communication; 3. Anticipating and serving evolving needs; 4. Inspiring and motivating others; 5. Collaboration and mobilizing consensus The beauty of the Anticipatory Organization model is that it offers a clear process that makes highly-abstract leadership competencies attainable and trainable. Using nano-leanring in very short 3-4 minute single concept videos (imagine a series of shirt Ted Talks) with rapid application exercises to immediately apply the concepts to the job, and visual job aids to reinforce and remember the learning. Add a team implementation and collaboration guide and you can create a shared language and culture of being anticipatory and proactive. If an organization wants to make "strategic thinking" or "innovation" a core competency, we can provide clear, trainable activities that can be targeted to a wide range of learners (from individual contributors to senior leadership). We provide the bridge between the competency model and the desired observable behaviors. For more information visit www.blionline.org/ao or contact Tom Hood tom@blionline.org

1. “Identifying future trends and seizing the opportunities in the
present is the key to our success – and it’s a skill we can learn.”
DANIEL BURRUS
Watch the Product Demo at
BLIonline.org/AO
Learn the skill of
anticipation
with Daniel Burrus.
New York Times Bestseller, Futurist, and Fortune 500 Consultant

2. The Anticipatory Organization™ Model
The Anticipatory Organization™ Model is a powerful tool for leaders, emerging leaders,
managers, planners, and sales teams.
MODULE 1: KNOW WHAT’S NEXT
HARD TRENDS will happen, they are future facts – they provide Certainty.
SOFT TRENDS might happen – they can be influenced. The Three Digital
Accelerators provide accurate timeframes. Transformation becomes
your advantage.
MODULE 2: DEVELOP OPPORTUNITIES
Every HARD TREND provides a new opportunity. Learn to use the Eight Hard Trend
Pathways to Innovation and how to anticipate disruptions, problems and customer
needs, to identify game-changing opportunities.
MODULE 3: SHAPE THE FUTURE
Elevate and accelerate plans by using Hard Trend Opportunities to drive
transformational innovation. Use certainty to sell your ideas, transform how you
Communicate & Collaborate, and become the Disruptor.
MODULE 4: ACCELERATE SUCCESS
When your entire team shares the Anticipatory Organization™ mindset that’s based
around the certainty of HARD TRENDS, it will drive your organization’s strategic
velocity and accelerates success.
A NEW TYPE OF LEARNING FOR A
NEW TYPE OF SKILL
The Anticipatory Organization™ Learning
System is an accelerated learning platform.
Each video is:
Fast
There is just one concept in each video,
featuring instruction by Daniel Burrus.
Short
We are entering the age of micro-learning to
align with the latest learning research. Each
video only takes minutes.
Reinforced
Each video is followed by a Job Aid and Rapid
Application Activities that teach the learner
to apply the concept to everyday activities.
LEARNING SYSTEM OVERVIEW
Above is an example of the online learning
interface, available on any device.
SEE MORE AT BLIONLINE.ORG/AO
Learn More and View the Product
Demo at BLIonline.org/AO.

3. Learning System Benefits & Features
Learn More and View the Product
Demo at BLIonline.org/AO.
BENEFITS OF THE ANTICIPATORY ORGANIZATION™ LEARNING SYSTEM
• Anticipate disruptions, problems, customer needs, and new opportunites
• Use the Certainty of Hard Trends to sell your idea
• Jump ahead with low risk and the confidence that certainty offers to actively shape your future
• Identify and pre-solve predictable problems before they happen
• Increase personal and professional relevance
• Skip problems and barriers to succeed faster
• Practice Everyday Innovation using the Eight Hard Trend Pathways to Innovation
• Elevate your Futureview based on the forces that will shape the future, and align it with others
1. NEXT GENERATION LEARNING SYSTEM
We thoroughly reviewed other best in class training systems from both large and small companies so that we
could get a baseline to develop our next generation Anticipatory Organization™ Learning System.
2. RIGOROUS INSTRUCTIONAL DESIGN
We retained a nationally recognized instructional designer to work with our team to ensure rapid application
and learning.
3. WE TEACH AT ALL LEVELS OF THE COGNITIVE DOMAIN
Unlike the vast majority of online learning systems that only teach in the lower levels of Bloom’s Taxonomy of
the Cognitive Domain (remembering and understanding), our lessons have the learner use all of the higher
levels which include applying, analyzing, evaluating and creating.
4. RAPID APPLICATION ACTIVITIES
The sooner a lesson is applied to everyday activities; the more it becomes a part of the learner’s everyday
mindset. After each short 3-5 minute single concept video, the learner applies what they have learned to the
work they do regardless of their position.
5. RESULTS DRIVEN LEARNING
Benefits will be seen immediately, because the learner has to apply each lesson to the work they do. Learners
don’t have to wait until they finish the entire course before they see results.
6. WE DIRECTLY LINK PLANNING TO INNOVATION
A direct result of learning to be anticipatory is that it fosters two key areas of innovation; Everyday Innovation–
where individuals learn to predict and pre-solve problems with inventive solutions, and Transformational
Innovation–where individuals and teams learn to turn predictable disruption into game-changing advantages.
7. COLLABORATIVE TEAM LEARNING
Most learning systems have learners work alone and take tests to check their retention of content. In addition
to testing at all levels of the cognitive domain, our system has the learner apply their knowledge outside of the
system by meeting and collaborating with their teams.
8. EMBEDDING AN ANTICIPATORY MINDSET
We are teaching a new competency, the ability to Anticipate, that elevates decisions and accelerates results.
LEARNING SYSTEM FEATURES

4. How The Anticipatory Organization™
Online Learning Program
Will Impact Your Organization
BE PROACTIVE,
NOT REACTIONARY
The simplicity of the Anticipatory
Organization™ model enables your
organizaion to get out from under the
weight of uncertainty and disruption;
understand and apply complex ideas;
and engage the future head on.
“Our world has gotten so complex and so rapidly changing that the issues
get cloudy. [Gleaning] the certainty out of all that fog is critical.”
—MICHAEL MANSPEAKER, Partner, Smith Elliott Kearns & Company, LLC
“Your business will be better able to adapt to today’s environment.”
—KEN KELLY, Chairman of the Board of Directors, Association of International CPAs
“This is a set of strategies for making your firm work better in the future.”
—DANIEL HOOD, Editor-in-Chief, Accounting Today
“If you want to be ahead, if you want to best-in-class, anticipation is a must.”
—TYSHEBA MORGAN, President, NABA Baltimore Metropolitan Chapter
Contact Pam Devine to purchase for your group
pam@blionline.org | 443.632.2321

5. See What the Profession is Saying About
The Anticipatory Organization™
“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, CGMA, executive partner of HORNE LLP
A TOP 50 FIRM
RICHARD STANG, CPA, CGMA, Founding Parnter of DeLeon & Stang
JOURNAL OF ACCOUNTANCY
CPA PRACTICE ADVISOR
CGMA MAGAZINE
“These learning activities have significantly changed the way our team members think. “It’s no longer
good enough to react to change and disruption. Our goal now is to adopt a ‘future view’ and help our
clients take advantage of the opportunities that change and disruption provide.” Richard Stang, CPA,
CGMA, Founding Partner of DeLeon & Stang.”
“His prescription for getting started is surprisingly low-tech for a futurist who peppers his speeches with
references to disruptive companies such as Netflix and Uber. His call to action for accountants? Give the
future one hour a week. Block out your calendar for a weekly retreat of at least an hour from putting out
fires and getting the day-to-day work done. Be religious about protecting that time.”
“This transformative learning approach will help CPAs be proactive and anticipatory in less time than
traditional professional development programs. The result is a powerful tool that will help everyone on
your team know what’s next, develop opportunities, shape the future of the organization, and accelerate
its success.”
Accountants can find certainty in an uncertain world by separating hard trends from soft trends—the
things that might happen and can still be influenced. ‘When you know what will happen, when you have
that level of certainty, you have the confidence to make bold moves,’ Burrus said. ‘Strategy based on
certainty has low risk and high reward.’
Contact Pam Devine to purchase for your group
pam@blionline.org | 443.632.2321

6. Module 1: Know What’s Next
Lesson Topics Objectives
LESSON 1: INTRODUCTION
Program and Training Process Overview • Introduce the terms of the Anticipatory
Organization™
• Overview of the learning process and the
four modules
LESSON 2: ANTICIPATORY ORGANIZATION™ MODEL DEFINED
The Anticipatory Organization™ Model Imperative
The Advantage of having an Anticipatory Mindset
Why Strategic Foresight is more powerful than Hindsight
• Define what an Anticipatory Organization™ looks
like and why it’s important
• Describe the missing competency: The
ability to Anticipate (Disruptions, Problems,
Opportunities)
• Describe why Foresight is more powerful
that Hindsight
LESSON 3: PREDICTING CHANGE
Finding Certainty in an uncertain world
Certainty provides the confidence to make bold moves
Certainty provides a new way to manage risk
• Distinguish between Cyclical vs. Linear
Change
• Describe why strategy based on certainty
produces low risk and strategy based on
uncertainty produces high risk
LESSON 4: IDENTIFYING HARD TRENDS
Hard Trends represent future facts, they cannot be changed
Three primary categories of Hard Trends
• Distinguish between Hard Trends and Soft
Trends
• Create a list of Hard Trends that will shape
your industry
LESSON 5: IDENTIFYING SOFT TRENDS
Soft Trend might happen and can be influenced
Soft Trends are based on either Hard or Soft Assumptions
• Distinguish Soft Trends from Hard Trends
• Create a list of Soft Trends you can
influence
• Distinguish between Hard and Soft
Assumptions
LESSON 6: TRANSFORMATION INFLUENCERS
Seeing the future by thinking Both/And
Three Digital Accelerators provide future timeframes
• Apply the Both/And Principle
• Identify three digital change accelerators
to see the exponential, predictable rate of
change
LESSON 7: FROM CHANGE TO TRANSFORMATION
The shift from change to transformation • Differentiate between Change and
Transformation
• What are the processes that need to be
changed?
• What are the processes that need to be
transformed?
Learn More and View the Product
Demo at BLIonline.org/AO.

7. Module 2: Develop Opportunities
Lesson Topics Objectives
LESSON 1: EIGHT HARD TREND PATHWAYS TO INNOVATION
Part 1: Intro to the Eight Hard Trend Pathways to
Innovation
Part 2: Dematerialization and Virtualization
Part 3: Mobility, Product Intelligence, and Networking
Part 4: Interactivity, Globalization and Convergence
• Identify Eight Hard Trend Pathways that can
be used to drive everyday innovation
• Apply the Pathways to identify new
opportunities to innovate in your
organization
LESSON 2: REDEFINING AND REINVENTING
Identifying predictable problems and pre-solving them
Redefining and Re-inventing products and services
• Identify predictable problems based on
Hard Trends
• Focus on re-defining and re-inventing;
processes, products, and services
LESSON 3: APPLYING THE LAW OF OPPOSITES
Applying the ‘Law of Opposites’ to drive everyday
innovation
• Apply the ‘Law of Opposites’ to find
inventive solutions and game-changing
innovations
LESSON 4: TAKE YOUR BIGGEST PROBLEM AND SKIP IT
Big problems are incorrectly defined • Describe the process for identifying the real
problem
LESSON 5: ANTICIPATING CUSTOMER NEEDS
Anticipate customers future needs based on Hard Trends • Match opportunities to Hard and Soft
Trends
• Anticipate customer needs based on Hard
Trends
LESSON 6: IDENTIFYING AND DEVELOPING OPPORTUNITIES
Certainty provides low risk opportunities
Finding opportunities based on Hard Trend Certainties
Identify Business Process transformations
• Develop a list of low risk opportunities
based on the Certainty of Hard Trends
• Identify predictable business process
transformations that will impact your
organization
LESSON 7: BECOMING AN OPPORTUNITY MANAGER
Ranking and Refining Hard and Soft Trend opportunities • Rank and Refine opportunities by size,
speed, and degree of risk
• Identify and pre-solve predictable problems
Learn More and View the Product
Demo at BLIonline.org/AO.

8. Module 3: Shape the Future
Lesson Topics Objectives
LESSON 1: THE POWER OF FUTUREVIEW
Futureview® Part 1: Developing and Aligning
Developing a compelling Futureview
Aligning Futureview with current plans
•Explain the components and characteristics of a
Futureview mindset
• Describe the importance of aligning your
Futureview with current internal plans
• Create a compelling Futureview inclusive of
Hard Trends
LESSON 2: USING HARD TREND TO ELEVATE AND ACCELERATE
Elevate and Accelerate the organization’s current plan with
Hard Trends
• Describe key factors that impact current plans
using the Hard Trend Methodology
• Describe how Hard trends can elevate a current
plan
LESSON 3: FAIL FAST TO LEARN FASTER
The Importance of Failing Fast
The Advantage of Learning Faster
• State the importance of setting success and
failure points
• State the importance of failing fast
• Describe how to use a pre-mortem to accelerate
success
LESSON 4: DISRUPTOR OR DISRUPTED: YOU HAVE A CHOICE
Disruptor or Disrupted: You Have a Choice • Describe how to choose between being the
disruptor or the disrupted
LESSON 5: USE CERTAINTY TO SELL YOUR IDEAS
Use Certainty to Sell Your Ideas • Define a strategy to use Hard Trend Certainties
to sell your ideas
• Describe how to use Certainty to close a sale
LESSON 6: INFORMING VS. COMMUNICATING
The Communication Age Imperative • Differentiate between communicating and
informing
• Describe the Communication Age Tools
LESSON 7: COOPERATING VS. COLLABORATING
The Collaboration Imperative
The tools of collaboration and communication
• Differentiate between collaborating and
cooperating
• Differentiate between a Protect and Defend
Strategy versus an Embrace and Extend Strategy
Learn More and View the Product
Demo at BLIonline.org/AO.

9. Module 4: Accelerate Success
Lesson Topics Objectives
LESSON 1: CONDUCTING A TIME TRAVEL AUDIT
An assessment of Past, Present, Future mindsets to
Elevate
Communication, Collaboration, and Action
• Explain the components and characteristics of a
Futureview mindset
• Describe the importance of aligning your
Futureview with current internal plans
• Create a compelling Futureview inclusive of Hard
Trends
LESSON 2: ENDING THE WAR BETWEEN THE YOUNG AND OLD
Combining experience and wisdom with new ways of
communicating and thinking
• Describe key factors that impact current plans
using the Hard Trend Methodology
• Describe how Hard trends can elevate a current
plan
LESSON 3: REWARDING DESIRED BEHAVIORS
You get the behaviors you reward
Rewards that reward desired new behaviors and
eliminate negative behaviors
• State the importance of setting success and
failure points
• State the importance of failing fast
• Describe how to use a pre-mortem to accelerate
success
LESSON 4: SKIPPING BARRIERS TO ACCELERATE SUCCESS
Skipping parts of a current plan to accelerate success
Skipping barriers to accelerate success
• Describe a way to apply the ‘Skip It’ Principle to
current plans to accelerate success
LESSON 5: ELEVATING TRUST
Good Relationships are based on trust and trust is
earned.
Alter how you implement change to maintain or elevate
trust
• Describe how you could change how you
implement a new process, procedure, product
or service to maintain trust.
• Describe how you could elevate trust.
LESSON 6: DIRECT YOUR FUTURE OR SOMEONE ELSE WILL
The Communication Age Imperative • Develop refined Futureview, share it with others
• Apply Certainty to accelerate success
• Correlate your products and services to the Hard
Trends that will impact your customers future
LESSON 7: CHOOSE TO BE EXTRAORDINARY
The Collaboration Imperative
The tools of collaboration and communication
• Identify choices and strategies anyone can make
everyday to become extraordinary
• Demonstrate how to be extraordinary everyday
Learn More and View the Product
Demo at BLIonline.org/AO.