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

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There is a major "Shift Change" happening today. Fundamental shifts are happening in Leadership, Learning, Technology, Generation, and the Workplace in general. Tom will focus on how these shifts are all converging on the shape of the workplace itself. Today’s Digital Firm is staffed much differently than the old “brick and 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 in this new environment.

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Staffing Strategies for Today’s Digital CPA Firm

Tom Hood, CPA, CITP, CGMABill Sheridan, CAE

Business Learning Institute & Maryland Association of CPAs

DIGITALCPA ConferenceNovember 22, 2013

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

Tom Hood, CPA, CITP, CGMA

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

CEO

Maryland Association of CPAs (MACPA) www.macpa.org

Business Learning Institute (BLI) www.blionline.org

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/

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Insights to Action

“One without the other is either useless or destructive”

Yesterday the World Changed, Now It’s Your

Turn

- Mike Walsh

www.blionline.org

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. Leadership2. Learning3. Technology4. Generations5. 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 essentials1. The right technology2. The right mobile solutions3. The right apps4. In-office tech support5. In-office moral support

5 virtual-work landmines1. Keeping an in-office mindset2. Juggling work and home3. Watching your appearance and surroundings4. Boundaries5. Remembering to unplug

1. All cloud, all the time.2. Technology3. Mobility4. An open mind5. Coffee!

Essentials1. Don’t manage. Lead.2. Hire the right people.3. Communication.4. Integration – Outlook, contacts, e-

mail, calendars5. Updates / connections

Managing virtuallyJody Padar Jason Blumer Jennifer Katrulya

Tom Hood, CPA.CITPCEOMaryland Association of CPAsBusiness Learning Institute(443) 632-2301E-mail tom@macpa.orgWeb http://www.macpa.orgWeb http://www.blionline.org

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