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http://www.blionline.org/acpa
www.blionline.org
The Burrus Anticipatory CPA / CFO/
Accounting / Finance Professional
A strategic collaboration with Dan Burrus and Burrus Research.
Only 13% of CPAs Ahead of Curve
www.blionline.org
Source: CPA.COM Insight into the CPA of the
Future Study 2014
Only 8% of CPAs are Future Ready
Future Ready is the capacity
to be aware, predictive, and
adaptive of emerging
challenges, tech innovations,
and trends and changes in
business, population, and
social environment.
The research: Anticipation is
showing up across our Profession
MACPA	
  Member	
  Survey	
  
Top	
  Challenges	
  2014	
   Sleeter	
  Group	
  Survey	
  2014	
  
Still not convinced?
•  #1 Issue facing CPAs in MACPA-BLI national survey
•  76% of SMB owners say their CPAs are not proactive
•  75% of SMB owners have changed firms due to “reactive
services” instead of proactive advice
•  57% want more business
planning and strategic advice
What your customers rally want?
"Increasing the proactive
consultative approach to
business service and
technology information is
one of the most important
factors in improving a firm’s
reputation and the strength
of its relationships.”
- Doug Sleeter
The Anticipatory CPA / Finance /
Accounting Professional
Competencies – Research & Examples
ANTICIPATION	
  
Strategic	
  Thinking	
  
External	
  Awareness	
  
Vision	
  
ConDnuous	
  Learning	
  
InnovaDon	
  
CreaDvity	
  
Problem	
  Solving	
  
PrioriDzaDon	
  
Business	
  Acumen	
  
Decisiveness	
  
Influencing/Persuading	
  
EmoDonal	
  Intelligence	
  
Consensus	
  Building	
  
CollaboraDon	
  
InspiraDon	
  
Risk	
  Management	
  
The competency of “anticipation” actually includes a number of
competencies included in many of the top companies of today and
the CPA Profession as well.
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 beauty of the Anticipatory Organization model is that it offers
a clear process that makes highly-abstract leadership competencies
attainable and trainable. 
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.
Anticipation –The Critical Competency
www.blionline.org
ANTICIPATION	
  
Strategic	
  Thinking	
  
External	
  Awareness	
  
Vision	
  
ConDnuous	
  Learning	
  
InnovaDon	
  
CreaDvity	
  
Problem	
  Solving	
  
PrioriDzaDon	
  
Business	
  Acumen	
  
Decisiveness	
  
Influencing/Persuading	
  
EmoDonal	
  Intelligence	
  
Consensus	
  Building	
  
CollaboraDon	
  
InspiraDon	
  
Risk	
  Management	
  
AnDcipatory	
  OrganizaDon:	
  
Finance	
  /	
  AccounDng	
  EdiDon	
  
CGMA Competency Framework
www.blionline.org
Anticipatory Organization:Accounting &
Finance Edition
The Anticipatory CPA follows the BLI Bounce Career Model
www.blionline.org
Anticipatory Finance /
Accounting covers
these competencies
Burrus Research and
competencies
developed:
Strategic thinking,
external awareness,
vision, continuous
learning, innovation,
creativity, problem
solving, prioritization,
proactive, business
acumen, decisiveness,
influencing and
persuading, emotional
intelligence, consensus
building, collaboration.
Research from CPA Horizons 2025 CPA Competencies for future
The Anticipatory CPA covers most future competencies
identified in the (AICPA) CPA Horizons 2025 Project
From: Reactive To: Preactive & Anticipatory
From: Crisis Management To: Opportunity Manager
From: Problems To: Solutions
Know What’s Next
HARDTRENDS are certainties.They will happen, regardless of your actions. SOFTTRENDS
might happen—and you can influence them.An organization that can identify certainties and
future disruptions, will be better poised for success.
Develop Opportunities
Every HARDTREND provides an opportunity.The question is whether you’ll be there to
capitalize on it.The Anticipatory Organization model helps you pre-solve predictable problems in
order to identify and act on game-changing opportunities.
Shape the Future
Your view of the future shapes the decisions you make today.And, the decisions you make will
shape your future.This is your FUTUREVIEW® and it is a powerful force in shaping the future of
both organizations and individuals.The Anticipatory Organization model reveals the power of
your FUTUREVIEW and teaches you to use HARDTRENDS to elevate your plans and realize
the business you envision.
Accelerate Success
When your entire team shares a common FUTUREVIEW that’s based around the certainty of
HARDTRENDS, it drives your organization’s strategic velocity and accelerates success.
The Anticipatory CPA/CFO/Accounting &
Finance Edition
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
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
CPA Practice Adviser Accounting Hall of Fame
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/

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Burrus-BLI Anticipatory CPA/Accounting & Finance Professionals

  • 2. www.blionline.org The Burrus Anticipatory CPA / CFO/ Accounting / Finance Professional A strategic collaboration with Dan Burrus and Burrus Research.
  • 3. Only 13% of CPAs Ahead of Curve
  • 4. www.blionline.org Source: CPA.COM Insight into the CPA of the Future Study 2014 Only 8% of CPAs are Future Ready Future Ready is the capacity to be aware, predictive, and adaptive of emerging challenges, tech innovations, and trends and changes in business, population, and social environment.
  • 5. The research: Anticipation is showing up across our Profession MACPA  Member  Survey   Top  Challenges  2014   Sleeter  Group  Survey  2014  
  • 6. Still not convinced? •  #1 Issue facing CPAs in MACPA-BLI national survey •  76% of SMB owners say their CPAs are not proactive •  75% of SMB owners have changed firms due to “reactive services” instead of proactive advice •  57% want more business planning and strategic advice
  • 7. What your customers rally want? "Increasing the proactive consultative approach to business service and technology information is one of the most important factors in improving a firm’s reputation and the strength of its relationships.” - Doug Sleeter
  • 8. The Anticipatory CPA / Finance / Accounting Professional
  • 10. ANTICIPATION   Strategic  Thinking   External  Awareness   Vision   ConDnuous  Learning   InnovaDon   CreaDvity   Problem  Solving   PrioriDzaDon   Business  Acumen   Decisiveness   Influencing/Persuading   EmoDonal  Intelligence   Consensus  Building   CollaboraDon   InspiraDon   Risk  Management   The competency of “anticipation” actually includes a number of competencies included in many of the top companies of today and the CPA Profession as well. 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 beauty of the Anticipatory Organization model is that it offers a clear process that makes highly-abstract leadership competencies attainable and trainable.  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. Anticipation –The Critical Competency
  • 12. ANTICIPATION   Strategic  Thinking   External  Awareness   Vision   ConDnuous  Learning   InnovaDon   CreaDvity   Problem  Solving   PrioriDzaDon   Business  Acumen   Decisiveness   Influencing/Persuading   EmoDonal  Intelligence   Consensus  Building   CollaboraDon   InspiraDon   Risk  Management   AnDcipatory  OrganizaDon:   Finance  /  AccounDng  EdiDon   CGMA Competency Framework
  • 13. www.blionline.org Anticipatory Organization:Accounting & Finance Edition The Anticipatory CPA follows the BLI Bounce Career Model
  • 14. www.blionline.org Anticipatory Finance / Accounting covers these competencies Burrus Research and competencies developed: Strategic thinking, external awareness, vision, continuous learning, innovation, creativity, problem solving, prioritization, proactive, business acumen, decisiveness, influencing and persuading, emotional intelligence, consensus building, collaboration. Research from CPA Horizons 2025 CPA Competencies for future The Anticipatory CPA covers most future competencies identified in the (AICPA) CPA Horizons 2025 Project
  • 15. From: Reactive To: Preactive & Anticipatory From: Crisis Management To: Opportunity Manager From: Problems To: Solutions
  • 16. Know What’s Next HARDTRENDS are certainties.They will happen, regardless of your actions. SOFTTRENDS might happen—and you can influence them.An organization that can identify certainties and future disruptions, will be better poised for success. Develop Opportunities Every HARDTREND provides an opportunity.The question is whether you’ll be there to capitalize on it.The Anticipatory Organization model helps you pre-solve predictable problems in order to identify and act on game-changing opportunities. Shape the Future Your view of the future shapes the decisions you make today.And, the decisions you make will shape your future.This is your FUTUREVIEW® and it is a powerful force in shaping the future of both organizations and individuals.The Anticipatory Organization model reveals the power of your FUTUREVIEW and teaches you to use HARDTRENDS to elevate your plans and realize the business you envision. Accelerate Success When your entire team shares a common FUTUREVIEW that’s based around the certainty of HARDTRENDS, it drives your organization’s strategic velocity and accelerates success. The Anticipatory CPA/CFO/Accounting & Finance Edition
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  • 18. 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 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 CPA Practice Adviser Accounting Hall of Fame 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/