Tom Hood, CEO of MACPA and the Business Learning Institute, gave the keynote presentation at the 2013 MACPA Innovation Summit press conference. He discussed the importance of collaboration for sustained innovation and the need for organizations to learn faster than the rate of change and faster than their competition.

1. Tom Hood, CPA, CITP, CGMA!
CEO!
MACPA & the Business Learning
Institute!
MACPA 2013 Innovation Summit!
Press Conference!

3. The$collaboration curve$is$replacing$
the$experience$curve$
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

4. v$

5. Agenda$
• Context$
– The$CPA$Profession’s$Vision$for$Future$
– Trends$
• L>C$
• Learning$&$Competencies$
• Connect$&$Collaborate$
– CPA$Community$
– Sponsors$&$Vendors$
– Social$#MDSUMMIT$
• Engagement$
– Conferences.IO$$
– Flybits$
$

7. • Change$
• Complexity$
• Compliance$
• Convergence$
• CompeJJon$
2.$MANAGING$THE$SEA$CHANGE$

9. “In$a$period$of$rapid$change$and$increasing$
complexity,$the$winners$are$going$to$be$the$
people$who$can$LEARN$faster$than$the$rate$of$
CHANGE$and$faster$than$their$COMPETITION.”$
S$Tom$Hood,$CPA.CITP.CGMA$

10. #MDSUMMIT13$$
InnovaJon$thru$CollaboraJon$
13$Top$Thought$
Leaders$
25$Top$technology$&$SoWware$Vendors$
Terri$ Polley,$ Gail$ Perry,$ Teresa$
MacKintosh,$ Jennifer$ Warawa,$
Donny$ Shimamoto,$ Byron$
Patrick,$ Clarke$ Price,$ Erik$
Asgeirsson,$ Tom$ Hood,$ Ron$
Baker,$ $Jody$Padar,$Joel$Sinkin,$
Reggie$Henry$and$more…$
CollaboraJon$Technologies$

11. v$

12. • Full$Outsourced/Cloud$Infrastructure$Service$Provider$
• Full$Outsource$IT$Support$Team$
• Day$to$Day$Technical$Support$
• All$SoWware$Maintenance,$Patches$and$Upgrades$
• Primarily$Focused$on$CPA$Firm’s$
• Unique$ApplicaJon$Sets$
• Unique$Workloads$
• Unique$Support$Needs$
• Major$Benefits$
• Scalability$in$both$Infrastructure$and$Staff$Needs$
• Extremely$Secure$
• Access$from$any$Preferred$Device$
• All$the$Benefits$of$the$Cloud$
• Always$On$
• Remote$Access/Portability$
• Advanced$Backup$and$Data$ConJnuity$Procedures$

13. • Byron$K$Patrick,$CPA.CITP,$CGMA,$MCSE$
• CEO/CoFounder$of$Simplified$InnovaJons$
• Started$my$career$in$the$Public$AccounJng$arena$and$merged$it$with$
Technology$9$years$ago$
• Incoming$Chair$of$the$MACPA$
• Member$of$Board$of$Directors$since$2009$
• Member$of$MACPA$Technology$Commifee$
• Frequent$speaker$on$Technology$Topics$for$MACPA,$AICPA$and$other$CPA$
AssociaJons$
• Past$Member$of$AICPA$InformaJon$Technology$ExecuJve$Commifee$
• Member$of$AICPA$Council$
• Recipient$of$CPA$PracJce$Advisor’s$40$under$40$for$the$last$4$years$

14. Media2Update2
MACPA2Summit220132

15. Digital2DisrupBon2in2AccounBng2
2
32Megatrends2that2MaGer—2
• DigiBzaBon2
– From$Paper$to$Paperless$
– Cloud&Compu)ng&
– Overcoming$barriers$of$producJvity$
• VirtualizaBon2
– From$Physically$Present$to$Digitally$Present$
– Systems&of&Engagement&
– Overcoming$barriers$of$market$reach$
• TransformaBon2
– From$compliance$vendor$to$trusted$advisor$
– Business&Intelligence&
– Overcoming$barriers$of$value$

16. AccounBng2Services:2A2New2Century2
A2Roadmap2to2Success2
! A$model$for$evolving$$AccounJng$Services$as$a$
pracJce$
! A$guide2to$the$technology$investments$required$
! A$strategy$for$change$management$

17. CPA2PracBce2Assessment2Tool22
• What’s$the$right$strategy$for$offering$cloudSbased$accounJng$services?$$
• Help$CPA$firms$gauge$where$they$fall$on$the$spectrum$of$technology$adopJon$
• Offer$smart$suggesJons$for$moving$to$the$next$level.$
• The$app$asks$a$series$of$quesJons$and$uses$the$results$to$calculate$a$firm’s$
“pracJce$maturity$level”$when$it$comes$to$embracing$innovaJon.$Specific$
opJons$on$adopJng$cloud$soluJons$are$offered$based$on$that$assessment,$so$
firms$can$begin$moving$ahead$at$their$own$preferred$pace.$
$
Client2Assessment2Tool$
• Crossing&the&Chasm&Assessment&Tool,$poses$similar$quesJons$for$businesses$
in$general,$and$serves$as$a$useful$filter$for$CPAs$to$use$with$clients$when$
discussing$cloud$soluJons.$$$
• Both$apps$are$free$and$available$for$iOs$and$Android$devices.$The$apps,$first$
introduced$at$the$Digital$CPA$Conference$last$year,$have$already$been$
downloaded$thousands$of$Jmes.$$
Driving2Engagement2

18. Ziptr$–$Making$Secure$ESCommunicaJon$Easy$

19. Solve$the$User$Dilemma$
• Make2it2easy2to2use2
• Secure$communicaJon$as$a$service$
• UserSfriendly,$conversaJonSbased$design$
• One$place$to$PROTECT$and$SHARE$
$
• Automate2the2protecBon2
• EndStoSend$256$bit$AES$encrypJon$
• Safeguards$data$at$rest$&$in$moJon$
• CloudSbased$with$local$redundancy$
• Give2them2access2anywhere2
• Encrypted$synchronizaJon$
• Windows$/$Mac$desktop$app$
• MobileSopJmized$web$version$
• Outlook$integraJon$

20. 20
At the Center of the Firm in Motion
CCHGroup.com/Axcess$

21. MACPA Innovation Summit
- Innovating the Way Sage Participates
• We recognize cloud and mobility are important advancements that are changing
the way CPAs do business and we are excited to be sharing some of Sage s
latest cloud and mobile solutions at the Innovation Summit.
• However, technology is just one piece of the puzzle. At the end of the day, how
CPAs engage with their clients and the overall value they bring plays an even
more critical role in their success.
• Our involvement in the MACPA Innovation Summit is focused on those two pillars:
engagement and value, and we will be focused on those topics in our booth and
during all of our speaking slots.
• Sage is also proud to be the social media sponsor of the Summit and we ll be
bringing some of Sage s leading social media gurus to engage with attendees
( Tweet Treats are coming to reward some of the most active tweeters at the
conference!). For anyone that isn t up and running yet, we ll be helping get you
there through our two Twitter sessions, Twitter 101 and 201, as well as through
hands-on one-on-one workshops.
• As the profession changes to position themselves for success in the changing
business environment, Sage will ensure we re changing as well to support them
because we truly believe CPAs play an important role in a businesses success.

22. InnovaJon$adopJon$=$Social$Networks$
&
“The&degree&to&which&an&individual&in&a&social&network&is&
connected&to&other&individuals&in&the&network&(actor&
centrality)&has&been&shown&to&have&a&major&influence&on&
that&individual’s&adop)on&of&business&innova)ons.”$
$$$$$$$$–$Research$Report$by$AssociaJon$of$American$
Medical$Colleges$

23. Tom2Hood,2CPA.CITP2
CEO2
Maryland2AssociaBon2of2CPAs2
Business2Learning2InsBtute2
(443)2632X23012
EXmail2tom@macpa.org2
Web2hGp://www.macpa.org2
Blog2hGp://www.cpasuccess.com2
Blog2hGp://www.bizlearningblog.com2
2
2
Follow$me$on:$
" $Twifer:$hfp://www.Twifer.com/tomhood$
" $LinkedIn:$hfp://www.linkedin.com/in/tomhood$
" $Facebook:$hfp://www.facebook.com/thoodcpa$
" Slideshare:$hfp://www.slideshare.net/thoodcpa$
" Youtube:$hfp://www.youtube.com/thoodcpa$
" Second$Life$avatar$name:$Rocky$Maddaloni$

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Session Evaluations Data Reports

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John Pytel
john@conferences.io@conferencesio
www.conferences.io

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31. ZONE NAME*
50 CHARACTER MAX.
DESCRIPTION
1000 CHARACTER MAX.
HERE’S HOW IT WORKS
Zone Administrator.
Management Console
Zones.1
Toronto City Square
A popular site for events, promotions,
and live outdoor performances.
LARGE IMAGE*
MUST BE AT LEAST
960 x 540
PIXELS
CHOOSE FILEUPLOAD A FILE

32. Services
Zones Friends Messagessearch for your zones, services, and friends...
Map StatisticsServices
ONLINE USERS
0
TOTAL VIEWS
0
NO RATING
Activities Reviews
0
Your zone doesn’t have any services associated
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Connecting people and places to possibilities Jane Smith
The city’s most visited
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public square.
Jane Smith created the Toronto City Square zone.
TODAY | WEDNESDAY JANUARY 30, 2013
Bike Event Promo
Toronto City Square

33. Map StatisticsServices
ONLINE USERS
0
TOTAL VIEWS
0
Activities Reviews
NO RATING
Flybits Video Service
CHOOSE FILEUPLOAD A FILE
OR
BROWSE YOUTUBE enter keywords to search for videos...
Associate Roles TimestampsService Details
DELETE SERVICE
AVERAGE
VIEWING TIME
-
TOTAL VIEWS
-
NO RATING
AUTO LAUNCH PUBLISH
Toronto City Square
Toronto City Square
Bike Event Promo
A quick video that shows
you clips of performances
and events happening
this summer.
Bike Event Promo
Bike Event Promo Metro Station Finder
City Square
Event Listings
@TorontoSquare @CityTourism Past Events
Movies in the Square City Street Style City Square Dogathon
The city’s most visited
commercial junction and
public square.
Jane Smith created a Video service.
TODAY | WEDNESDAY JANUARY 30, 2013
Jane Smith created a Twitter service.
TODAY | WEDNESDAY JANUARY 30, 2013
Jane Smith created a Speed Dial service.
TODAY | WEDNESDAY JANUARY 30, 2013
Jane Smith created an Album service.
TODAY | WEDNESDAY JANUARY 30, 2013
Jane Smith created a Website service.

34. Service 1:14 PM
Back
Service 1:14 PM
Zone Discovery
Service 1:14 PM
Zone Discovery
2
THE USER EXPERIENCE
TORONTO
CITY
SQUARE
ZONE
Zone Discovery.
Pasta PalaceCoffee ‘n’ Music Cafe
Toronto City Square
Toronto City Square
Bike Event Promo
City Square
Event Listings
CityTourism
Metro Station
Finder
@TorontoSquare
Past Events
Toronto City Square
click to launch service
tap-and-hold

35. FEEDBACK AND
ADMINISTRATION VIA THE
MANAGEMENT CONSOLE
3
Zones Friends Messagessearch for your zones, services, and friends...
Map StatisticsServices
ONLINE USERS
TOTAL VIEWS
Activities Reviews
17
4.5 RATING
Connecting people and places to possibilities
Toronto City Square
Bike Event Promo Metro Station Finder
City Square
Event Listings
The city’s most visited
commercial junction and
public square.
20,048
1,920,958
Damyan Petkov launched the Video service.
TODAY | WEDNESDAY MAY 5, 2013
Dianna Chu launched the Twitter service.
Jane Smith
Zones Friends Messagessearch for your zones, services, and friends...
MapList of Zones
0Connecting people and places to possibilities Jane Smith
Toronto City Square
Mount Pleasant Mall
Victoria Metro Station

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