sage v2w vision to strategy workshop
TRANSCRIPT
Tom Hood, CPA, CITP, CGMA CEO
“Sage’s vision is to help CPAs & accountants change and deal with a rapidly changing future, so that small businesses can thrive. Even if it is one person at a Ame.”
– Jennifer Warawa
VP Partner Programs and Channel Sales
Sage North America
Say what? V2S – i2a – 8-‐S Model
Strategy Staff
Skills
Structure
Style
Systems
Shared Vision
Shared Beliefs
Direc'on
www.blionline.org
What do you think of when you hear
Vision Strategy
i2a: Insights to AcAon – A Strategic Thinking System
Triple Insights
Foresight Hindsight Insight
#MBSN Make Your Thinking Visible Make Your Ideas Portable Link & Leverage Ideas
Collabora'on Rules
• Be present or absent but don’t be both. • Individual, Small Group, Large Group • One idea per sticky • Write large and clearly using Sharpie
When creating your HISTORY, identify the most important: • People • Places • Events • Successes • Challenges
A Look Back... History
What are the VALUES & PRINCIPLES that have guided your decisions?
Hindsight -‐ History
Worked part time
School Married Kids Left firm
Merger
Started XYZ Firm
Met Mentor
Honesty
Collaboration
Innovation We are transparent in our work
We work closely with partners
ABC Firm Moved to Vancouver
12
Foresight – External Trends
Wisdom o the crowd!
13
SCOT: Strengths – Challenges – OpportuniAes -‐ Threats
High Leverage OpportuniAes
15
Value Passion
Leverage
Possible
Triple Insights
Insight Foresight Hindsight
Please log on to MACPA.CNF.IO What is one HARD TREND and OPPORTUNITY you have idenAfied today?
CreaAng Your Bold Future
5 Bold Steps
AcAon Plan
Upcoming Events
21 hHp://www.sage.com/ca/accountant/educa'on-‐program
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
CPA Practice Adviser Accounting Hall of Fame Named the Second Most Influential in Accounting by Accounting Today Magazine 2015 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/