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On September 19, 2014, MACPA/BLI moved into its new open, collaborative office space as part of its strategy to make the "shift change" and begin its transformation to a more nimble association capable of innovating in order to keep our members and clients ahead of the "shift change". Our office move was part of our ongoing strategic plan which included a major exercise around our infrastructure and what we needed to "build, enhance, or dismantle". That led to a need for a mobile, flexible workforce and infrastructure to support collaboration and learning. This presentation recaps our process and early results after move in on 9-19-14.
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MACPA/BLI Office Move!
It started with a question…���How can MACPA/BLI be more nimble and agile?
Work is not just a place anymore, Work is what you do. Anywhere.
Anytime. And it is social and mobile when supported by the cloud.
And… What you do while working is fundamentally different.
The Shift Change
1. Leadership!2. Learning!3. Technology!4. Generations!5. Workplace!
The Shi' Change sets the context around the workplace – How can we be nimble and
innova=ve?
The challenge & opportunity is to make the shift from the first curve to the second curve at the right time and with the
right strategy
MACPA/BLI would make the “shift” and create an open collaborative environment to increase
collaboration, learning, and our ability to move faster.
Our Three Goals
Goal 1. Help employees iden=fy and address the challenges and opportuni=es that have the greatest impact on the business. Goal 2. Help employees strengthen high-‐impact connec=ons by enabling them to collaborate easily with others inside and outside the organiza=on. Goal 3. Amplify the impact of those efforts by building an infrastructure that allows small improvements to scale easily across the organiza=on.
Photo by Gwenaël Piaser - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/22841923@N02 Created with Haiku Deck
MACPA’s Digital Transformation (Cloud/Mobile) Strategy
1. Digitization & workflow –shifting resources and systems to growth areas
2. Virtualization – Moving IT infrastructure to cloud
3. Transformation to cloud – Increase use of existing systems of engagement (collaboration and communication tools)
4. Transformation to cloud – New cloud based systems – accounting
5. Transformation to cloud – Move AMS and MACPA website
On September 19th we talked about the idea of an open space with our management team…
On September 19th we talked about the idea of an open space with our management team…
Cheryl Duvall, Avance’ !lead our move change !
process. It fit our culture, which meant it would !
involve our entire team in deciding on our future !
workplace.!
We started with our Strategic Plan – all staff and our Board. !Our team refined the plan and then determined what we !
needed to “Build, Enhance, and Dismantle” to accomplish it.!
What do you want the new offices to feel like?!
On 10-15-13 We invited all staff to participate in an exercise !to imagine what is possible and create a vision for a new !
space with Cheryl and Dudley!
Best Place to Work Top Photos Picked!
Best Place to Work Top Photos Picked!
Then they led an
exercise to see !
!
How is work
changing?!!
It was clear that work
was shifting…!
We moved in on 9-19-14 !Our New/Young Professionals group visited us…!
This is the CEOs office!
100% Firms meet with AICPA Chair, Tommye Barie !In our Café’ area!
Halloween Open House at MACPA!
Women to Watch Reception!
Women to Watch Reception!
We surveyed our team after two weeks…!
“We shape our buildings; thereafter they shape us.”
- Winston Churchill
The leaders are the ones who take the first steps
“Tom Hood and his colleagues at the Maryland Associa=on of CPAs never fail to amaze and impress. Some=mes you can find them orchestra=ng a flash mob of accountants or puPng down stakes in the virtual world of Second Life, but most recently the associa=on has goSen serious about XBRL and has undertaken a project to demonstrate XBRL's scope and versa=lity by tagging its own financial statements and showing how non-‐profits can, well, profit from the experience. “What message can you learn from the MACPA's XBRL project? First, you can start examining your own client base to see who can benefit from the experiences of MACPA. But the bigger message is, stop wai=ng for other people to tell you what works and what doesn't. Be proac=ve and experiment. That's what new technology is all about. Whether it's cloud technology, IFRS and XBRL, social media, or choreographing a dance – the leaders are the ones who take the first steps.”
-‐-‐ Gail Perry, editor, Accoun=ngWEB Now with CPA Prac=ce Advisor
The leaders are the ones who take the first steps
"If there is a conversa0on about the future of the profession, you're bound to hear Hood men0oned as one of the people leading the way. From his Innova0on Summit to his many speaking engagements, from his prolific tweets to his range of alliances with vendors, other organiza0ons, and thought leaders at all levels, Hood is doing as much as anyone -‐ and more than most -‐ to lead public accoun0ng forward.”
–Dan Hood, Editor Accoun-ng Today, 2013
Tom and Bill named first and second most influen=al in the world by Savvy SME.
CPA Success blog named top 10 in na=on for accoun=ng.
Tom named second most influen=al in accoun=ng by Accoun=ng Today.
Tom one of inaugural LinkedIn Influencers.
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/
