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    Wisconsin Lawyer
    March 01, 2001

    Wisconsin Lawyer March 2001: CPA Vision Project Statement

    CPA Vision Project Statement

    Seeing its livelihood threatened by software programs, the accounting profession set out to reinvent itself. The American Institute of Certified Public Accountants plled members and organizations to identify the primary values, competencies, and services that distinguish their profession. The result is this "CPA Vision Project" statement.

    Core Purpose

    CPAs ... making sense of a changing and complex world.

    Vision Statement

    CPAs are the trusted professionals who enable people and organizations to shape their future. Combining insight with integrity, CPAs deliver value by:

    • communicating the total picture with clarity and objectivity,
    • translating complex information into critical knowledge,
    • anticipating and creating opportunities, and
    • designing pathways that transform vision into reality.

    Top Five Core Values

    Continuing Education and Life-long Learning. CPAs highly value continuing education beyond certification and believe it is important to continuously acquire new skills and knowledge.

    Competence. CPAs are able to perform high-quality work in a capable, efficient, and appropriate manner.

    Integrity. CPAs conduct themselves with honesty and professional ethics.

    Attuned to Broad Business Issues. CPAs are in tune with the overall realities of the business environment.

    Objectivity. CPAs are able to deal with information free of distortions, personal bias, or conflicts of interest.

    Top Five Core Competencies

    Communications and Leadership Skills. Able to give and exchange information within meaningful context and with appropriate delivery and interpersonal skills. Able to influence, inspire, and motivate others to achieve results.

    Strategic and Critical Thinking Skills. Able to link data, knowledge, and insight together to provide quality advice for strategic decision-making.

    Focus on the Customer, Client, and Market. Able to anticipate and meet the changing needs of clients, employers, customers, and markets better than competitors.

    Interpretation of Converging Information. Able to interpret and provide a broader context using financial and nonfinancial information.

    Technologically Adept. Able to use and leverage technology in ways that add value to clients, customers, and employers.

    Top Five Core Services

    Assurance and Information Integrity. Provide a variety of services that improve and assure the quality of information, or its context, for business decision-making.

    Management Consulting and Performance Management. Provide advice and insight on the financial and nonfinancial performance of an organization's operational and strategic processes through broad business knowledge and judgment.

    Technology Services. Provide services that leverage technology to improve objectives and decision-making, including business application processes, system integrity, knowledge management, system security, and integration of new business processes and practices.

    Financial Planning. Provide a variety of services to organizations and individuals that interpret and add value by using a wide range of financial information. These include everything from tax planning and financial statement analysis to structuring investment portfolios and complex financial transactions.

    International Services. Provide services to support and facilitate commerce in the global market.

    For more detailed information about the CPA vision and the vision process, please visit cpavision.org. This site includes an array of resources for visioning, planning, and achieving a vision from both an individual and institutional perspective. These resources include profiles of CPA pathfinders, "white papers" on future-oriented topics, and a copy of CPA Vision Project - 2011 and Beyond, which reports on the results of the grassroots vision effort and serves as a valuable vision tool. © 2000 AICPA


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