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Staffing Strategies for
Today’s Digital CPA Firm
DIGITALCPA Conference
November 22, 2013

Tom Hood, CPA, CITP, CGMA
Bill Sheridan, CAE
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

CEO
Maryland Association of
CPAs (MACPA)
www.macpa.org
Business Learning Institute
(BLI) www.blionline.org

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

http://www.linkedin.com/in/tomhood/
Bill Sheridan, CAE
Named the Second Most Influential in Accounting
in the World by SavvySME Magazine in 2012
Author of book, Look, Lead, Love & Learn
Lead blogger of www.cpasuccess.com Top 10
blogs in Accounting

Chief Communication Officer
Maryland Association of CPAs
(MACPA) www.macpa.org
Business Learning Institute (BLI)
www.blionline.org
Download today’s slides at …

www.SlideShare.net/thoodcpa
Join the conversation

http://macpa.cnf.io

Respond to a Poll

Ask a Question
Insights to Action

“One without the other is either useless or destructive”
Changed, Now It’s Your
Turn
- Mike Walsh
HOW TO PROFIT FROM
INNOVATION: Building
the Agile Learning
Organization
The Paradox

The faster things
change, the farther
you have to look
ahead.
The Shift Change
The Shift Change
The Shift Change
1.
2.
3.
4.
5.

Leadership
Learning
Technology
Generations
Workplace
If Content is King,
Context is the
Kingdom!
- Will
Avegerakis - AICPA
Where did I get this
stuff?
The research…
The fieldwork…
Work is not a place you
go,
it is what you do.
Attitude
Mastery
Purpose
5 virtual-work essentials
1.
2.
3.
4.
5.

The right technology
The right mobile solutions
The right apps
In-office tech support
In-office moral support
5 virtual-work landmines
1.
2.
3.
4.
5.

Keeping an in-office mindset
Juggling work and home
Watching your appearance and surroundings
Boundaries
Remembering to unplug
Jody Padar

Essentials
1.
2.
3.
4.
5.

All cloud, all the time.
Technology
Mobility
An open mind
Coffee!

Jason Blumer

Jennifer Katrulya

Managing virtually
1.
2.
3.
4.

Don’t manage. Lead.
Hire the right people.
Communication.
Integration – Outlook, contacts, email, calendars
5. Updates / connections
Tom Hood, CPA.CITP
CEO
Maryland Association of CPAs
Business Learning Institute
(443) 632-2301
E-mail tom@macpa.org
Web http://www.macpa.org
Web http://www.blionline.org

Follow me on:
 Twitter: http://www.Twitter.com/tomhood
 LinkedIn: http://www.linkedin.com/in/tomhood
 Facebook: http://www.facebook.com/thoodcpa
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Youtube: http://www.youtube.com/thoodcpa
Second Life avatar name: Rocky Maddaloni

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DIGITAL CPA - Staffing Strategies for Today's Digital CPA Firm

  • 1. Staffing Strategies for Today’s Digital CPA Firm DIGITALCPA Conference November 22, 2013 Tom Hood, CPA, CITP, CGMA Bill Sheridan, CAE 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 CEO Maryland Association of CPAs (MACPA) www.macpa.org Business Learning Institute (BLI) www.blionline.org 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 http://www.linkedin.com/in/tomhood/
  • 3. Bill Sheridan, CAE Named the Second Most Influential in Accounting in the World by SavvySME Magazine in 2012 Author of book, Look, Lead, Love & Learn Lead blogger of www.cpasuccess.com Top 10 blogs in Accounting Chief Communication Officer Maryland Association of CPAs (MACPA) www.macpa.org Business Learning Institute (BLI) www.blionline.org
  • 4. Download today’s slides at … www.SlideShare.net/thoodcpa
  • 6. Insights to Action “One without the other is either useless or destructive”
  • 7. Changed, Now It’s Your Turn - Mike Walsh
  • 8. HOW TO PROFIT FROM INNOVATION: Building the Agile Learning Organization
  • 9. The Paradox The faster things change, the farther you have to look ahead.
  • 13. If Content is King, Context is the Kingdom! - Will Avegerakis - AICPA
  • 14. Where did I get this stuff?
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  • 20. Work is not a place you go, it is what you do.
  • 21.
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  • 24. 5 virtual-work essentials 1. 2. 3. 4. 5. The right technology The right mobile solutions The right apps In-office tech support In-office moral support
  • 25. 5 virtual-work landmines 1. 2. 3. 4. 5. Keeping an in-office mindset Juggling work and home Watching your appearance and surroundings Boundaries Remembering to unplug
  • 26.
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  • 28. Jody Padar Essentials 1. 2. 3. 4. 5. All cloud, all the time. Technology Mobility An open mind Coffee! Jason Blumer Jennifer Katrulya Managing virtually 1. 2. 3. 4. Don’t manage. Lead. Hire the right people. Communication. Integration – Outlook, contacts, email, calendars 5. Updates / connections
  • 29. Tom Hood, CPA.CITP CEO Maryland Association of CPAs Business Learning Institute (443) 632-2301 E-mail tom@macpa.org Web http://www.macpa.org Web http://www.blionline.org Follow me on:  Twitter: http://www.Twitter.com/tomhood  LinkedIn: http://www.linkedin.com/in/tomhood  Facebook: http://www.facebook.com/thoodcpa Slideshare: http://www.slideshare.net/thoodcpa Youtube: http://www.youtube.com/thoodcpa Second Life avatar name: Rocky Maddaloni

Notas do Editor

  1. Today’s Digital Firm is staffed much differently than the old brick & mortar accounting practices of the past in many ways. This session will focus on how to staff up the digital firm of today and how to properly motivate them to be highly successful
  2. The challenge is how to thrive in these hyper-competitive environment. Talent Development and Learning are fundamentally about business results.