ITEM #11
FAST FORWARD
Building the Profession of Tomorrow
The Future of Learning
Anthony Pugliese, CPA, CGMA, CITP – Senior Vice President & COO
Lawson Carmichael – Senior Vice President – Strategy, People and Innovation
Spring Council | May 18-20, 2014
Firms
B&I
Cindy Adams – Iowa
Jeannine Birmingham – Alabama
Jennifer Briggs – Indiana
Jackie Brown – Maryland
Sharon Bryson – North Carolina
Mike Colgan – Pennsylvania
Erin Pate – South Carolina
Todd Shapiro – Illinois
Scott Wiley – Ohio
Nancy Bagranoff – Univ. of Richmond
Allison Forrest – Harvard Univ.
Robert Gruber – Univ. of Wisconsin
Jack Wilkerson – Wake Forest Univ.
AICPA Reg
Education
State Societies
The Task Force on the Future of Learning
Eric Dingler – Deloitte
Eric Hansen – BKD
Kathy Johnson – CPA Forensics Plus
Jason McKeever – Eide Bailly
Mark Lewis – IRIS Software Group
Sharon McCue – NIAS
Alicia Sweeney – Kellory & Co.
Bill Schneider – AT&T
Jeff White – J&B Equipment Co.
Maria Caldwell – NASBA
Lawson Carmichael – Co-chair
Anthony Pugliese – Co-chair
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Topics for discussion
Why now?
Council engagement in new learning
Future of Learning recommendations
Preview of microsite
Next steps
3
The task force guided our learning vision
Task Force on the
Future of Learning
4
Changing business and
workplace evolution
5
Business and profession transform
Disruptors emerge overnight
Increased regulation
Hyper-specialization
Globalization adds complexity
Technologies transforming
business
6
An outlook on the workplace of 2020
Acute global talent
shortage
Peer-to-peer learning is
preferred method of learning
Corporate curriculums will
use game mechanics
Mobile devices - office,
classroom, virtual concierge
Hiring/promotion based on
reputation capital
Social media literacy
required
Lifelong learning becomes
a business requirement
Source: The 2020 Workplace
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The learning revolution
8
Learner’s expectations have changed
Competency plus compliance
Relevant and contextual
Collaborative, interactive,
participative
Mentoring and coaching
Just in time, blended, tech-enabled
Source: Future of Learning 1st Task Force meeting
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Competency-based models reward learner outputs
Creating
Evaluating
Analyzing
Competencybased; rewards
outputs and
learner
proficiency
Applying
Time-based;
rewards
inputs and
learner recall
Understanding
Remembering
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Mix of formal, informal
and experiential learning
10%
Formal
20%
70%
Informal
Experiential
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Blended learning
environments rise in
importance and
prevalence
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TECHNOLOGY
Personalized
 Onset tailoring
 Intuition-driven, datainformed
Technology enables
personalized adaptive
learning
Adaptive
 Evolves in real-time
 Data-driven
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Mentoring
and peer-to-peer
learning on the rise
14
Gaming and simulation improving outcomes
®
15
Future of Learning
recommendations
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Future of Learning recommendations
Innovate and Experiment
Ignite a Passion for Learning
Make Learning Personal
Measure What Matters
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Innovate and Experiment
Adapt and evolve
learning to meet the
needs of
high-performing
professionals
Leverage technology to enhance
learning experiences
Small changes to learning can
have a huge impact
Ignite a Passion for Learning
Create meaningful,
purposeful
experiences that
motivate and
engage learners
Start with
the learner
Make learning engaging
and relevant
Make Learning Personal
Create learning
opportunities that
address
individuals’
knowledge and
competency needs
Filter content and
focus resources
Design for
desired outcome
Deliver any topic,
anywhere, any way
Measure What Matters
Learning happens
everywhere and
can’t always be
quantified in a test
result or measured
in hours
Create and leverage a unified,
global competency framework
Develop one uniform, global
compliance standard
Rethink how CPE is measured
Microsite preview
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Next steps
Launch Future of Learning microsite and communications
campaign
Pilot new learning methods and tools with State Societies
Incorporate competency-based approaches to CPE into AICPA
membership requirements
Build Future of Learning recommendations into AICPA learning
resources
Collaborate with NASBA, State Boards, and State Societies on CPE
requirements
Update Council in October on progress to date
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JOIN US.
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2014 AICPA
Spring Council
Scottsdale, Arizona
May 18-20, 2014
AICPA Council Proposed Resolution
WHEREAS, The accounting profession’s more than 40-year commitment to lifelong learning hinges on
ongoing relevancy and requires that competency development evolve with technology, generational expectations,
the pace of change and complexity in the world, and
WHEREAS, The AICPA's Future of Learning Task Force report, addressing the skills CPAs need to acquire
as well as how they acquire them, will be available to all AICPA members in an interactive micro site in the
summer of 2014, and
WHEREAS, The Task Force recommendations were forged with the feedback of Council, state CPA
societies, AICPA members, interested third parties and regulators
NOW THEREFORE BE IT RESOLVED, That the AICPA Council enthusiastically supports the themes of
the Future of Learning Task Force’s report to evolve the way we engage, develop, deliver and measure the
learning of accounting professionals and encourages all members to participate in dialogue and drive change to
ensure the profession maintains its leadership position, relevancy and attractiveness, and
BE IT FURTHER RESOLVED, That the AICPA, engaging with state CPA societies, NASBA, state boards of
accountancy, federal regulators and other stakeholders, should provide leadership to evolve the profession’s
learning strategies and structure giving due consideration to change management, timeframes, and relevant
measurement approaches.
2014 AICPA
Spring Council
Scottsdale, Arizona
May 18-20, 2014