macpa 2013 innovation summit - press conference
DESCRIPTION
Innovation - Collaboration - Inspiration are the themes of this year's 2013 Innovation Summit. This special briefing highlights the Top 5 Platinum Sponsors - Simplified Innovations, CCH, Sage, CPA2Biz, Ziptr. Three special technologies will be featured that will help participants connect and collaborate with our major sponsors and each other during the conference. The three technologies are Conferences.io, Flybits, and ThinkTank.TRANSCRIPT
Tom Hood, CPA, CITP, CGMA!CEO!
MACPA & the Business Learning Institute!
MACPA 2013 Innovation Summit!Press Conference!
The$collaboration curve$is$replacing$
the$experience$curve$
�The organizations that will become the household names of this century will be renowned for sustained, large-scale, efficient innovation.
The key to that capability is neither company loyalty nor free-agent autonomy but, rather, a strong collaborative community.��
HBR, July-August 2011
v$
Agenda$
• Context$– The$CPA$Profession’s$Vision$for$Future$– Trends$
• L>C$• Learning$&$Competencies$
• Connect$&$Collaborate$– CPA$Community$
– Sponsors$&$Vendors$– Social$#MDSUMMIT$
• Engagement$
– Conferences.IO$$– Flybits$
$
• Change$• Complexity$
• Compliance$
• Convergence$• CompeJJon$
2.$MANAGING$THE$SEA$CHANGE$
“In$a$period$of$rapid$change$and$increasing$
complexity,$the$winners$are$going$to$be$the$
people$who$can$LEARN$faster$than$the$rate$of$
CHANGE$and$faster$than$their$COMPETITION.”$
S$Tom$Hood,$CPA.CITP.CGMA$
#MDSUMMIT13$$
InnovaJon$thru$CollaboraJon$
13$Top$Thought$
Leaders$
25$Top$technology$&$SoWware$Vendors$
Terri$ Polley,$ Gail$ Perry,$ Teresa$
MacKintosh,$ Jennifer$ Warawa,$
Donny$ Shimamoto,$ Byron$
Patrick,$ Clarke$ Price,$ Erik$
Asgeirsson,$ Tom$ Hood,$ Ron$
Baker,$ $ Jody$Padar,$ Joel$Sinkin,$
Reggie$Henry$and$more…$
CollaboraJon$Technologies$
v$
• Full$Outsourced/Cloud$Infrastructure$Service$Provider$
• Full$Outsource$IT$Support$Team$
• Day$to$Day$Technical$Support$
• All$SoWware$Maintenance,$Patches$and$Upgrades$
• Primarily$Focused$on$CPA$Firm’s$
• Unique$ApplicaJon$Sets$
• Unique$Workloads$
• Unique$Support$Needs$
• Major$Benefits$
• Scalability$in$both$Infrastructure$and$Staff$Needs$
• Extremely$Secure$
• Access$from$any$Preferred$Device$
• All$the$Benefits$of$the$Cloud$
• Always$On$
• Remote$Access/Portability$
• Advanced$Backup$and$Data$ConJnuity$Procedures$
• Byron$K$Patrick,$CPA.CITP,$CGMA,$MCSE$
• CEO/CoFounder$of$Simplified$InnovaJons$
• Started$my$career$in$the$Public$AccounJng$arena$and$merged$it$with$
Technology$9$years$ago$
• Incoming$Chair$of$the$MACPA$
• Member$of$Board$of$Directors$since$2009$
• Member$of$MACPA$Technology$Commifee$
• Frequent$speaker$on$Technology$Topics$for$MACPA,$AICPA$and$other$CPA$
AssociaJons$
• Past$Member$of$AICPA$InformaJon$Technology$ExecuJve$Commifee$
• Member$of$AICPA$Council$
• Recipient$of$CPA$PracJce$Advisor’s$40$under$40$for$the$last$4$years$
Media2Update2MACPA2Summit220132
Digital2DisrupBon2in2AccounBng2
232Megatrends2that2MaGer—2
• DigiBzaBon2– From$Paper$to$Paperless$
– Cloud&Compu)ng&– Overcoming$barriers$of$producJvity$
• VirtualizaBon2– From$Physically$Present$to$Digitally$Present$
– Systems&of&Engagement&– Overcoming$barriers$of$market$reach$
• TransformaBon2
– From$compliance$vendor$to$trusted$advisor$
– Business&Intelligence&– Overcoming$barriers$of$value$
AccounBng2Services:2A2New2Century2
A2Roadmap2to2Success2
! A$model$for$evolving$$AccounJng$Services$as$a$
pracJce$
! A$guide2to$the$technology$investments$required$
! A$strategy$for$change$management$
CPA2PracBce2Assessment2Tool22
• What’s$the$right$strategy$for$offering$cloudSbased$accounJng$services?$$
• Help$CPA$firms$gauge$where$they$fall$on$the$spectrum$of$technology$adopJon$
• Offer$smart$suggesJons$for$moving$to$the$next$level.$
• The$app$asks$a$series$of$quesJons$and$uses$the$results$to$calculate$a$firm’s$
“pracJce$maturity$level”$when$it$comes$to$embracing$innovaJon.$Specific$
opJons$on$adopJng$cloud$soluJons$are$offered$based$on$that$assessment,$so$
firms$can$begin$moving$ahead$at$their$own$preferred$pace.$
$
Client2Assessment2Tool$
• Crossing&the&Chasm&Assessment&Tool,$poses$similar$quesJons$for$businesses$
in$general,$and$serves$as$a$useful$filter$for$CPAs$to$use$with$clients$when$
discussing$cloud$soluJons.$$$
• Both$apps$are$free$and$available$for$iOs$and$Android$devices.$The$apps,$first$
introduced$at$the$Digital$CPA$Conference$last$year,$have$already$been$
downloaded$thousands$of$Jmes.$$
C
Driving2Engagement2
Ziptr$–$Making$Secure$ESCommunicaJon$Easy$
Solve$the$User$Dilemma$
• Make2it2easy2to2use2
• Secure$communicaJon$as$a$service$
• UserSfriendly,$conversaJonSbased$design$• One$place$to$PROTECT$and$SHARE$$
• Automate2the2protecBon2
• EndStoSend$256$bit$AES$encrypJon$• Safeguards$data$at$rest$&$in$moJon$
• CloudSbased$with$local$redundancy$
• Give2them2access2anywhere2
• Encrypted$synchronizaJon$• Windows$/$Mac$desktop$app$
• MobileSopJmized$web$version$
• Outlook$integraJon$
20
At the Center of the Firm in Motion
CCHGroup.com/Axcess$
MACPA Innovation Summit - Innovating the Way Sage Participates
• We recognize cloud and mobility are important advancements that are changing the way CPAs do business and we are excited to be sharing some of Sage�s latest cloud and mobile solutions at the Innovation Summit.
• However, technology is just one piece of the puzzle. At the end of the day, how CPAs engage with their clients and the overall value they bring plays an even more critical role in their success.
• Our involvement in the MACPA Innovation Summit is focused on those two pillars: engagement and value, and we will be focused on those topics in our booth and during all of our speaking slots.
• Sage is also proud to be the social media sponsor of the Summit and we�ll be bringing some of Sage�s leading social media gurus to engage with attendees (�Tweet Treats� are coming to reward some of the most active tweeters at the conference!). For anyone that isn�t up and running yet, we�ll be helping get you there through our two Twitter sessions, Twitter 101 and 201, as well as through hands-on one-on-one workshops.
• As the profession changes to position themselves for success in the changing business environment, Sage will ensure we�re changing as well to support them because we truly believe CPAs play an important role in a businesses� success.
InnovaJon$adopJon$=$Social$Networks$
&“The°ree&to&which&an&individual&in&a&social&network&is&connected&to&other&individuals&in&the&network&(actor¢rality)&has&been&shown&to&have&a&major&influence&on&that&individual’s&adop)on&of&business&innova)ons.”$$$$$$$$$–$Research$Report$by$AssociaJon$of$American$
Medical$Colleges$
Tom2Hood,2CPA.CITP2
CEO2
Maryland2AssociaBon2of2CPAs2
Business2Learning2InsBtute2
(443)2632X23012
Web2hGp://www.macpa.org2
Blog2hGp://www.cpasuccess.com2
Blog2hGp://www.bizlearningblog.com2
2
2
Follow$me$on:$
" $Twifer:$hfp://www.Twifer.com/tomhood$
" $LinkedIn:$hfp://www.linkedin.com/in/tomhood$
" $Facebook:$hfp://www.facebook.com/thoodcpa$
" Slideshare:$hfp://www.slideshare.net/thoodcpa$
" Youtube:$hfp://www.youtube.com/thoodcpa$
" Second$Life$avatar$name:$Rocky$Maddaloni$
Audience Participation Made EasyYour audience needs to participate during your event, not just listen.
We make it easy.
Conferences.IO
Real-Time Interaction• Ask questions• Respond to Polls• Feedback Surveys
Extended Engagement• 24/7 Access• Engage before and after events
Web Based• Any mobile device
Conferences.IO Advantages
Social Q&A Feature
1. Attendees ask questions
2. Attendees vote for the questions that they want answered.
3. The most popular questions automagically rise to the top.
4. When it's time for Q&A, the moderator knows what questions the audience has, and which are most important to address.
Real Time PollingNo more expensive equipment, or hassling with hardware devices.
Multiple Choice Open-Ended
Additional Features
Session Evaluations Data Reports
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where we are, and what was important to us? Imagine if they could
deliver personalized and relevant information to
us based on our location, needs, and interests, while
protecting our privacy. Now that solution exists!
CUSTOMER USING FLYBITS
USER WITHOUT FLYBITS
EMPLOYEE USINGFLYBITS
WHAT IS FLYBITS?
ZONE NAME*50 CHARACTER MAX.
DESCRIPTION
1000 CHARACTER MAX.
HERE’S HOW IT WORKS
Zone Administrator.
Management Console
Zones.1
Toronto City Square
A popular site for events, promotions, and live outdoor performances.
LARGE IMAGE*MUST BE AT LEAST
960 x 540PIXELS
CHOOSE FILEUPLOAD A FILE
Services
Zones Friends Messagessearch for your zones, services, and friends...
Map StatisticsServices ONLINE USERS
0
TOTAL VIEWS
0NO RATING
Activities Reviews
0
Your zone doesn’t have any services associated to it yet. Why don’t you create some?
By adding services, your zone will come to life – instantly delivering personalized mobile content and information to visitors of your space. From photos and videos to websites, existing apps to your favorite social media, services allow you to put your signature stamp on every zone you own. And if you want friends to come back for more, you’ll definitely make an impact with services.
CREATE ASERVICE
Connecting people and places to possibilities Jane Smith
The city’s most visited commercial junction and public square.
Jane Smith created the Toronto City Square zone.TODAY | WEDNESDAY JANUARY 30, 2013
Bike Event Promo
Toronto City Square
Map StatisticsServices ONLINE USERS
0
TOTAL VIEWS
0
Activities Reviews
NO RATING
Flybits Video Service
CHOOSE FILEUPLOAD A FILE
OR
BROWSE YOUTUBE enter keywords to search for videos...
Associate Roles TimestampsService Details
DELETE SERVICE
AVERAGE VIEWING TIME
-
TOTAL VIEWS
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NO RATING
AUTO LAUNCH PUBLISH
Toronto City Square
Toronto City Square
Bike Event Promo
A quick video that showsyou clips of performancesand events happeningthis summer.
Bike Event Promo
Bike Event Promo Metro Station Finder City Square Event Listings
@TorontoSquare @CityTourism Past Events
Movies in the Square City Street Style City Square Dogathon
The city’s most visited commercial junction and public square.
Jane Smith created a Video service. TODAY | WEDNESDAY JANUARY 30, 2013
Jane Smith created a Twitter service. TODAY | WEDNESDAY JANUARY 30, 2013
Jane Smith created a Speed Dial service. TODAY | WEDNESDAY JANUARY 30, 2013
Jane Smith created an Album service. TODAY | WEDNESDAY JANUARY 30, 2013
Jane Smith created a Website service.
Service 1:14 PM
Back
Service 1:14 PM
Zone Discovery
Service 1:14 PM
Zone Discovery
2THE USER EXPERIENCE
TORONTOCITYSQUARE ZONE
Zone Discovery.
Pasta PalaceCoffee ‘n’ Music Cafe
Toronto City Square
Toronto City Square
Bike Event Promo
City Square Event Listings
CityTourism
Metro StationFinder
@TorontoSquare
Past Events
Toronto City Square
click to launch service
tap-and-hold
FEEDBACK AND ADMINISTRATION VIA THE MANAGEMENT CONSOLE3
Zones Friends Messagessearch for your zones, services, and friends...
Map StatisticsServices ONLINE USERS
TOTAL VIEWS
Activities Reviews
17
4.5 RATING
Connecting people and places to possibilities
Toronto City Square
Bike Event Promo Metro Station Finder City SquareEvent Listings
The city’s most visited commercial junction and public square.
20,048
1,920,958
Damyan Petkov launched the Video service. TODAY | WEDNESDAY MAY 5, 2013
Dianna Chu launched the Twitter service.
Jane Smith
Zones Friends Messagessearch for your zones, services, and friends...
MapList of Zones
0Connecting people and places to possibilities Jane Smith
Toronto City Square
Mount Pleasant Mall
Victoria Metro Station
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