Phillip Zaman’s Post

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National Director of Learning and Development at CBIZ

As head of learning and development for CBIZ Financial Services, what keeps me up at night is how to upskill our talent for a tech-enabled future. And with the rapid growth in data analytics, artificial intelligence and automation, the future is now! Our team members need to adapt if we want to remain relevant. It takes new knowledge and skills – what we’re calling a “Digital Mindset”. While we have offered training in emerging technologies for several years, our President Chris Spurio, CPA, CGMA made it a strategic imperative to do more. So we’re taking a quantum leap forward beginning today. CBIZ is pleased to partner with the AICPA to bring our team members extensive training designed to develop their Digital Mindset, focusing in four areas: Digital Awareness, Data, Artificial Intelligence, and Automation. We’re teaching valuable skills in Power BI, ChatGPT, Excel, storytelling and automation. This training will enable our talent to change the way that they think about technology and unleash innovation that will add value to our clients and the company. As a company, it is imperative that we instill this Digital Mindset from day one. That is why, in addition to the training we’re making available to all of our team members, we are introducing a specific “Level 1” Digital Mindset curriculum for first year Associates and Associate Consultants. I really appreciate the partnership with Kristin Henry, Mia Thomas and the team at the AICPA to bring this incredible lineup of subject matter experts to us: Jennifer H. Elder, CSP, CPA, Don Tomoff, MBA, Guido L. Geerts, Karl Ahlrichs, Donny Shimamoto, CPA, CITP, CGMA, Bryan Smith CPA.CITP & Peter Margaritis, CSP, CPA. Let’s get started!

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Kristin Henry

Strategic Organizational Learning and Development Partner

2w

Phillip Zaman I am so excited to be collaborating with you on this initiative! What you are doing at CBIZ to embed the digital mindset into the end-to-end employee lifestyle is not only next level, but it develops and sustains CBIZ’s institutional knowledge. I was planning to talk about your initiative during my session at Interchange this week, without naming names. But since you posted do you mind if mention CBIZ by name?

Elizabeth Wakefield

International Tax Specialist - but currently on disability at Disability currently

2w

Sounds so great. I really miss working but a huge part that I came to love and miss a lot is teaching. And a lot of that towards the end of my being able to work was teaching online. What you are doing is incredible and I only wish I was still there to take part.

Abe Schlisselfeld, CPA, EA

Senior Managing Director at CBIZ Marks Paneth | Shareholder, Mayer Hoffman McCann CPAs

3w

Phillip Zaman - great post and message as we turn into the back half of the year. The commitment and investment by CBIZ to not only invest in technology, but also ensuring that our entire team reaps the benefits is what makes this such a world class organization!! #breaktheoars

Karl Ahlrichs

Speaker, Facilitator, and virtual presenter on Solving the Talent Shortage, Human Resources, making difficult decisions, and implementing AI in organizations.

3w

This is an unusual post. More than just sharing a resource or a solution, it reviews the situation and gives the rationale used to plan the training. This is how sustainable organizations make their workforce “future ready”. Proud to be a part of it!

Tom Hood, CPA,CGMA,CITP

EVP Business Engagement & Growth @ AICPA | High-Performance Training & Strategic Partnerships

3w

Phillip Zaman Love this post and the graphic is spot on with our research & experience across firms and corporates. Honored to be working with you and the team. Thanks for sharing!!!

Don Tomoff, MBA

#twinztalk | Consultant | Speaker | Instructor | Course Developer | | It's time for DIFFERENT. CPA (Inactive) #Digital #Data #mobile #Analytics #Excel #Modernexcel #powerquery #powerbi #powerpivot #chatgpt

3w

Phillip Zaman - kudos to CBIZ for committing to this initiative! Excited to be part of the team providing this training! Many valuable skills will be developed by your team! 😊 #letsgo

Donny Shimamoto, CPA, CITP, CGMA

Improving the world, one accountant at a time...

2w

Honored to be included in such an amazing initiative!

Rob McGillen

Chief Innovation Officer @ CBIZ Financial Services

3w

Phillip Zaman you and your team are leading the charge sir and smoothing our path for thousands of colleagues! #teamCBIZ

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