THEANTICIPATORYORGANIZATION IMPACTOFFIRMWIDEADOPTION Dan Burrus Tom
Hood, CPA, MACPA-BLI Joey Havens, CPA, HORNE LLP

BLI Na'onal Survey Top
Challenges 2016 Sleeter Group Survey 2014 The #1 Challenge! 1. Doing more with less 2. Information overload 3. Being reactive vs proactive

Top Skills Needed for Accounting
and Finance Professionals 75% covered by theseTop 5 Skills Source: Business Learning Ins'tute 2016 Research & Surveys

AOAF recognized as 2016 Top
learning Product “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, Accounting Today

• An'cipa'on • Strategic
Thinking • External Awareness • Vision • Con'nuous Learning • Innova'on • Crea'vity • Problem Solving • Priori'za'on • Business Acumen • Decisiveness • Influencing/ Persuading • Emo'onal Intelligence • Consensus Building • Collabora'on • Inspira'on • Risk Management • Communica'on www.blionline.org/ao

Relevance? Windshield vs rearview
mirror?

“For us, it is about
relevance. And in order for HORNE (or any other firm) to stay relevant to our clients, we must learn to anticipate change and help prepare for the opportunities before they arrive. We are committed to prepare our team members for the future—the opportunity to learn anticipatory skills make them future-ready. It also ensures that our firm will even become more relevant to our clients.” - Kathy Watts, CPA Chair of the Board Partner in Charge of Healthcare HORNE LLP Top 50 CPA Firm

Rapid change requires we an'cipate
more • Training develops skills in our team • Team collabora'on on opportuni'es • Common language for collabora'on • Evolve culture from historian to an'cipa'ng opportuni'es / insights

“Even though you access the
course through your computer, it is nothing like computer based training (CBT). It was more like watching a number of great TED talks and after each short video, you helped the learner apply the concepts to their role. It changes how you view strategy and leadership by targeting how to think instead of telling you what to think. We were able to distill some very complex concepts, frame them in a manageable and meaningful way, and allow the user to tailor the lessons to their own field. It resonated with me far better than I expected a course delivered through this format ever could. Well done!” - Adam Dalson Major USAF

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28 lessons – 4 modules
– 1 hour/week • Very short single-­‐concept videos (think mini TED Talks) • Rapid applica'on exercises • Visual job aids to reinforce learning

• Understanding hard trends provides
future facts. • Using future facts, its possible to an'cipate disrup'on. • I learned how to think differently. Like everything worthwhile it takes prac'ce. • By thinking differently, I quickly see new opportuni'es. • For me, it’s important so we can seize new opportuni'es and growth, avoid problems, provide greater value to clients and grow our team members’ skills.

• By purposefully focusing on
the future, we are beeer prepared to understand, see and seize opportuni'es and growth for our firm. • By prac'cing together, our culture will be about an'cipatory thinking and service. A common language and connec'on. • We will share an'cipatory insights and wisdom with our clients who are drowning in historical informa'on. • We will collaborate on challenges differently, allowing us to predict and prevent by going opposite or skipping it. • Our people growth and engagement learning track includes this as a cri'cal skill for associates to partners.

"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 Executive Partner, HORNE LLP Top 50 CPA Firm

“The Anticipatory Organization learning system
provides a solid framework for transforming an organization from being reactive to anticipatory. Learning how to anticipate disruptions and new opportunities is extremely important now and in the years ahead.” Anoop Mehta, President & CEO SSAI

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44 For more information:
Pam Devine Director of Customized Learning Solutions E: pam@blionline.org P: 443-632-2321 www.blionline.org