CPA Vision on a page created for the AICPA by the Business Learning Institute. Horizons 2025 Future Forums were conducted in 8 cities across the US using their i2a: Insights to Action Strategic Thinking System. This document was used to explain the original CPA Vision that was checked against the future trends developed by grassroots CPAs

1. CPA VISION 2011
Vision Statement: Where we’re going Core Purpose: Why we exist Core Values: What we stand for
CPAs are the trusted professionals who enable people and CONTINUING EDUCATION AND LIFE-LONG LEARNING: CPAs highly value
organizations to shape their future. Combining insight with continuing education beyond certification and believe it is important to
continuously acquire new skills and knowledge.
integrity, CPAs deliver value by:
CPAs…Making sense of a COMPETENCE: CPAs are able to perform high quality work in a capable,
efficient, and appropriate manner.
• Communicating the total picture with clarity and objectivity,
• Translating complex information into critical knowledge, changing and complex world. INTEGRITY: CPAs conduct themselves with honesty and professional ethics.
• Anticipating and creating opportunities, and ATTUNED TO BROAD BUSINESS ISSUES: CPAs are in tune with the overall
realities of the business environment.
• Designing pathways that transform vision into reality.
OBJECTIVITY: CPAs are able to deal with information free of distortions,
personal bias, or conflicts of interest.
Our strategy: How we are going to get there.
Core services Core competencies
ASSURANCE AND TECHNOLOGY MANAGEMENT FINANCIAL INTERNATIONAL COMMUNICATIONS STRATEGIC AND FOCUS ON THE INTERPRETATION TECHNOLOGICALLY
INFORMATION SERVICES: CONSULTING AND PLANNING: SERVICES: AND LEADERSHIP CRITICAL THINKING CUSTOMER, CLIENT OF CONVERGING ADEPT
INTEGRITY: PERFORMANCE SKILLS: SKILLS AND MARKET: INFORMATION
Services that leverage MANAGEMENT: Provide a variety of Provide services to
Provide a variety of technology to improve services to support and facilitate Able to give and Able to link data, Able to anticipate Able to interpret Able to utilize and
services that improve objectives and decision- Provide advice and organizations and commerce in the global exchange informa- knowledge, and and meet the and provide a leverage technology
and assure the quality making including insight on the financial individuals that inter- marketplace. tion within meaning- insight together changing needs of broader context in ways that add
of information, or its business application and non-financial pret and add value by ful context and with to provide quality clients, employers, using financial value to clients,
context, for business processes, system performance of an utilizing a wide range appropriate delivery advice for strategic customers, and and non-financial customers and
decision-making. integrity, knowledge organization’s opera- of financial information. and interpersonal decisionmaking. markets better than information. employers.
management, system tional and strategic These include everything skills. Able to influ- competitors.
security, and integration processes through from tax planning and ence, inspire, and
of new business broad business knowl- financial statement motivate others to
processes and edge and judgment. analysis to structuring achieve results.
practices. investment portfolios
and complex financial
transactions.
http://www.bizlearning.net/live/i2astrategicplanning