This is the first accelerated learning system for accounting and finance professionals featuring nano-learning and rapid application tools. The Business Learning Institute and the Maryland Association of CPAs customized the learning system with a co-creation group working with Daniel Burrus. Accounting Today Magazine recognized this learning system as a 2016 Top Product in Learning. This presentation covers the experience of firm-wide adoption of the Anticipatory Organization: Accounting and Finance Edition at several major organizations with focus on the first firm to adopt this for their entire firm. Joey Havens, Executive Partner of HORNE, LLP a Top 50 CPA Firm outlines the reasons he made the AOAF learning system a cornerstone of his Growth Mindset and implemented it across his entire workforce of almost 400 people. he also explains why he thinks an "anticipatory skill set is essential for today's accounting and finance professionals. The Anticipatory Organization™ Model, created and developed by Daniel Burrus of Burrus Research, Inc., has changed how many of the world’s most successful businesses plan their future and accelerate growth. Now, Daniel Burrus is bringing what he calls the greatest missing competency – the ability to anticipate change – to CPAs, CFOs, controllers and management accountants. This model represents a new way of thinking, planning, and acting – a paradigm shift that’s required in a world of accelerating change, competition, and uncertainty. This innovative learning system will jump start your ability to anticipate and learn critical competencies like strategic thinking, external awareness, vision, continuous learning, innovation, creativity, problem solving, prioritization, business acumen, decisiveness, influencing/persuading, emotional intelligence, consensus building, collaboration, inspiration, risk management, and immediately apply it to your own situation at work. For more information visit our website http://www.blionline.org/ao

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

2. 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

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

5. 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

6. • 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

7. Relevance?
Windshield
vs
rearview
mirror?

8. “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

9. 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

11. “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

12. 36
www.blionline.org/ao

13. 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

14. • 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.

15. • 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.

16. "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

18. “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

19. 43
www.blionline.org/ao

20. 44
For more information:
Pam Devine Director of Customized
Learning Solutions
E: pam@blionline.org
P: 443-632-2321
www.blionline.org