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What is the future of volunteerism? What can non-profits do to reenergize and reorganize their approaches to volunteers in a rapidly changing and complex environment? The Maryland Association of CPAs has been featured in several national case studies by the ASAE about their governance and volunteer management practices. Tom Hood, CPA, CITP, CGMA covers the latest trends facing non-profits and associations and then talks about how the Maryland Association of CPAs approaches governance, volunteerism, and how it is using "systems of engagement" to connect and collaborate with more and more members. This is a presentation given at the ASAE Annual Meeting in 2013 and at the OSAE in 2014.
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www.blionline.org
The Maryland Association of CPAs Story of reinventing volunteerism and
governance
www.macpa.org
Tom Hood, CEO, Business Learning Institute & Maryland
Association of CPAs
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/
Best ideas from the Group
The Mission Driven Volunteer
http://bit.ly/13Wwe1F!
!
The Mission Driven Volunteer – Peggy Hoffman & Elizabeth Weaver!
The Challenge
The New Normal - VUCA
We are in a race…!
Caused by this guy…!
It’s really a math problem…!
2006!
The Shift Change
1. Leadership!2. Learning!3. Technology!4. Generations!5. Workplace!
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
What would Rita say? ! Competitors and customers have
become too unpredictable, and industries too amorphous.
! The forces at work here are familiar: the digital revolution, a “flat” world, fewer barriers to entry, globalization.
! To stay ahead, they need to constantly start new strategic initiatives, building and exploiting many transient competitive advantages at once.
! Though individually temporary, these advantages, as a portfolio, can keep companies in the lead over the long run.
Innovate often, decide quickly, succeed or fail, repeat
Rita McGrath, Columbia Business School!Author – End of Competitive Advantage!
The end of competitive advantage?
The Innovator’s Paradox
! Ideas aren’t failing because of the insights or product features. Ideas are failing because we are trying to force them to fit the past.
! The more successful you are the stronger the pull of the core (and past) - Geoffrey Moore
! Don’t pave cowpaths... - Dr. Michael Hammer
RONI – Risk of Not Investing
Source: Clayton Christensen, “Innova8on Killers”
16 Copyright 2014 by Rita Gunther McGrath
Are you at risk for disruption?
“The first challenge for leaders is to be willing to be open to the idea that your advantage might not last.”
- Rita McGrath
www.blionline.org/rita
L I V E
SPONSORED BY:
The Warning Signs • I don’t buy my own company’s products or services • We are investing at the same levels or even more and
not getting margins or growth in return • Customers are finding cheaper or simpler solutions to
be “good enough” • Competition is emerging from places we didn’t expect • Customers are no longer excited with what we have to
offer • We are not considered a top place to work by the
people we would like to hire • Some of our very best people are leaving • The growth trajectory has slowed or reversed
www.blionline.org/rita
www.blionline.org/rita
Take the test and add up your score
Source: Rita McGrath, End of Competitive
Advantage
www.blionline.org/rita
How do you measure up? Score Band Diagnosis Action Implication
14-28 Danger! Extreme exploitation orientation
Urgent issue for senior team; major risk of being disrupted
19-42 Exploitation bias At risk of being trapped; urgently review business health
43-56 Most common; Pockets of agility but fighting with established businesses
Innovation and disengagement need to be strengthened and made systematic; senior team needs to get involved
57-70 Moving faster, getting into a rhythm
Support those working in new way; focus on resource allocation
71+ Learning to compete with transient advantage
Remain watchful! Rita wants to meet you.
So, the size of your enterprise, the scale, your access to capital–all those things that gave you an edge to new entrants, no longer exists. That’s all extremely scary because that means that your job is no longer about managing the present but
inventing the future…all the time.” - Nilofer
Merchant
http://blogs.wsj.com/moneybeat/2013/12/30/how-to-handle-digital-disruption-in-2014/
From Paraminder Bahra in WSJ: How to handle digital disruption in 2014
Now what: The New Strategy Playbook
• Continuous Reconfiguration • Healthy Disengagement • Deft Resource Allocation • Innovation Proficiency • Discovery Driven Mindset • Entrepreneurial Career Management
www.blionline.org/rita
MACPA Case Study Re-inventing Volunteerism
• The challenge - are you Inside–Out? • Need to be innovative, future-focused?
But how? • Start with Why & #MBSN • Be the catalyst, not the hub: Outside–In • Cool Tools
How many more projects can we add?
http://bit.ly/13Wwe1F!
!
Source: The Mission Driven Volunteer – Peggy Hoffman & Elizabeth Weaver!
Ever feel like this?
Are your resources trapped here?
• Committees!
• Board!
• Chapters!
• Staff!
This was how we looked in 1999
Think
Association (MACPA)!Vision & Strategy!
CPA Profession Vision!
http://cpa.tc/2xc!!
http://cpa.tc/1nc!!
Making your thinking visible (or showing the invisible)!
Stakeholder Changes 1999 – 2003 - 2007
Tom showed the change in focus of the Association thru comparing stakeholder maps – with a major emphasis on the new relationships created and managed
Results? More strategic projects
From worst to first:!Revenue per FTE $255,000 versus industry average of $188,000!
Cool Tools • MBSN - Management by Sticky
Notes • i2a: Insights to Action Strategic
Thinking • Vision Alignment Grid • Opportunity Portfolio • Grassroots engagement
(Townhalls, conferences.io, etc)
Structured Collaboration Tools
http://cpa.tc/2w1!
Value/Importance to Members
Visio
n/ S
trate
gic P
lan A
lignm
ent
VISION ALIGNMENT GRID
5 100
5
10
blionline.org
The Opportunity Portfolio
The Opportunity Portfolio
Now what: The New Strategy Playbook
• Continuous Reconfiguration • Healthy Disengagement • Deft Resource Allocation • Innovation Proficiency • Discovery Driven Mindset • Entrepreneurial Career Management
www.blionline.org/rita
Tom Hood, CPA.CITP CEO Maryland Associa8on of CPAs Business Learning Ins8tute (443) 632-‐2301 E-‐mail [email protected] Web hNp://www.macpa.org Blog hNp://www.cpasuccess.com Blog hNp://www.bizlearningblog.com
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ü LinkedIn: h?p://www.linkedin.com/in/tomhood
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