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.

1. MACPA/BLI Office
Move!

2. It started with a question…
How can MACPA/BLI be more nimble and agile?

3. 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.

4. 1. Leadership!
2. Learning!
3. Technology!
4. Generations!
5. Workplace!
The Shift Change

5. The
Shi'
Change
sets
the
context
around
the
workplace
–
How
can
we
be
nimble
and
innova=ve?

6. 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

7. MACPA/BLI would make the “shift” and create an
open collaborative environment to increase
collaboration, learning, and our ability to move faster.

8. 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.

9. Photo by Gwenaël Piaser - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/22841923@N02
Created with Haiku Deck

10. 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

11. On
September
19th
we
talked
about
the
idea
of
an
open
space
with
our
management
team…

12. On
September
19th
we
talked
about
the
idea
of
an
open
space
with
our
management
team…

13. 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.!

14. 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.!

15. 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!
What do you want the new offices to feel like?!

16. Best Place to Work Top Photos Picked!

17. Best Place to Work Top Photos Picked!

18. Then they
led an
exercise to
see !
!
How is
work
changing?!
!
It was clear
that work
was
shifting…!

19. We moved in on 9-19-14 !
Our New/Young Professionals group visited us…!

22. This is the CEOs office!

25. 100% Firms meet with AICPA Chair, Tommye Barie !
In our Café’ area!

27. Halloween Open House at MACPA!

29. Women to Watch Reception!

30. Women to Watch Reception!

32. We surveyed our team after two weeks…!

35. “We shape our buildings;
thereafter they shape us.”
- Winston Churchill

36. 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

37. 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.

38. Tom Hood, CPA, CITP, CGMA
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
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/