sage v2w vision to strategy workshop

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/