Embed Size (px)
DESCRIPTION
As a digital practitioner, you can attract and serve clients from around the world. However, the basics of client management still apply: you need to establish trust and build relationships. This session will address how to establish and maintain client relationships through digital means.
Citation preview
1
Staying Connected with Clients in the Digital Age
2
Tom Hood, CPA, CITP, CGMA CEO
MACPA & BLI
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/
Vote for a question
Respond to Poll
Ask a Question
BLI.CNF.IO Select your session and join the conversation
Are you Future ready? • 80% See future role of
CPA changing by 2025 • 58% Agree that
understanding disruptive innovations, workforce and change management will affect CPA future role
• 82% Need to better understand innovation
• 20% Believe disruptive innovations will be driving influence by 2025
SMAC Stack
Source: John Mancini - AIIM
Era
Years
Typical thing managed
Best known company
Content mgmt focus
Mainframe
1960-1975
A batch trans
IBM
Microfilm
Mini
1975-1992
A dept process
Digital Equipment
Image Mgmt
PC
1992-2001
A document
Microsoft
Document Mgmt
Internet
2001-2009
A web page
Content Mgmt
Social and Cloud
2010-2015
interactions
Social Business Systems
Systems of Record
Systems of Engagement
Source: John Mancini - AIIM
Information Chaos
Systems of Engagement and Record misaligned.
Mobile means information leaking everywhere.
Information coming faster than it can be digested.
More silos than ever – and new ones in the cloud
The “business” circumvents IT.
We’re spending too much on technology.
Information Opportunity
End to end process synchronization.
Governance occurs regardless of device.
Analytics automatically categorizes and disposes.
Governance occurs regardless of location.
IT spend aligned with opportunities.
Cloud opportunities to save on legacy.
Business Benefit
Processes transparent to customers.
Employees and customers work on their own device.
Static information now at rest put into motion.
It doesn’t matter where information “lives.”
A new business/IT alignment.
IT shifts from a cost center to value creator.
Source: John Mancini - AIIM
CFO of the Future will create strategic impact
1. All cloud, all the /me. 2. Technology 3. Mobility 4. An open mind 5. Coffee!
Essen%als 1. Don’t manage. Lead. 2. Hire the right people. 3. Communica/on. 4. Integra/on – Outlook, contacts, e-‐
mail, calendars 5. Updates / connec/ons
Managing virtually Jody Padar Jason Blumer Jennifer Katrulya
Tom’s Favorite Connec/on Tools • Skype • Join.me • Go To Mee/ng • Dropbox • Google Apps • Google Hangouts • Face/me • Slideshare.net • Social Technologies • Evernote
High Tech – High Touch
T
“In a period of rapid change and increasing complexity, the winners are going to be the people who can LEARN faster than the rate of CHANGE
and faster than their COMPETITION.” -‐ Tom Hood, CPA.CITP.CGMA
7/24/14
Tom’s Learning Favorite Tools
“Use the tools, don’t let the tools use you.” – Francine McKenna @retheauditors
• Twi\er • Linked-‐In • Blog • Slideshare.net • Evernote • Tweetdeck.com • Hootsuite.com • Zite.com • Kindle
Copyright © 2013 American Institute of CPAs. All rights reserved.
THANK YOU
20
