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Course Description

Many organizations are far from where they want and need to be with improving performance, and they apply intuition, rather than hard data, when making decisions. Corporate performance management (CPM) is now viewed as the seamless integration of managerial methods such as: 

  • Strategy execution with a strategy map
  • Balanced scorecard (KPIs)
  • Enterprise risk management (ERM)
  • Driver-based budgets
  • Rolling financial forecasts for product, service-line & channel
  • Customer profitability analysis (using activity-based costing [ABC] principles)
  • Customer lifetime value (CLV);
  • Six Sigma quality management for operational improvement. 

Each method should be embedded with business Analytics and especially predictive analytics as a bridge to prescriptive analytics to yield the best (ideally optimal) decisions. This webinar will describe how to complete the full vision of analytics-based corporate performance management.

Join this webinar to view corporate performance management (CPM) as the seamless integration of managerial methods rather than as a single process. Leave with the ability to perform "predictive accounting" for driver-based budgets/rolling financial forecasts, what-if scenario analysis, and outsourcing decisions.

Learning objectives

  • Understand how business analytics is an advance over business intelligence and where Big Data fits in.
  • How to identify and differentiate strategic KPIs in a balanced scorecard and operational performance indicators (PIs) in dashboards.
  • How to properly calculate product, service-line, channel, and customer profitability for analysis, insights and actions.
  • How to perform “predictive accounting” for capacity-sensitive driver-based budgets / rolling financial forecasts, what-if analysis, and outsourcing decisions
  • How to overcome implementation barriers such as behavioral resistance to change and fear of being held accountable

About Presenter

Gary Cokins, CMA, MBA

Advisor, Analytics-Based Performance Management LLC

gcokins@garycokins.com

Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina at www.garycokins.com . Gary received a BS degree with honors in Industrial Engineering/Operations Research from Cornell University in 1971. He received his MBA with honors from Northwestern University’s Kellogg School of Management in 1974.Gary began his career as a strategic planner with FMC’s Link-Belt Division and then served as Financial Controller and Operations Manager. In 1981 Gary began his management consulting career first with Deloitte consulting, and then in 1988 with KPMG consulting. In 1992 Gary headed the National Cost Management Consulting Services for Electronic Data Systems (EDS) now part of HP. From 1997 until 2013 Gary was a Principal Consultant with SAS, a leading provider of business analytics software. 

Analytics-Based Performance Management LLC. provides advisory services to organizations, consulting firms, and software vendors with their challenges to get started, implement, and leverage enterprise and corporate performance management (EPM / CPM) methods such as customer profitability analysis (using ABC), analytics, rolling financial forecasts, strategy maps, and balanced scorecards (KPIs).

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.6
(221)
68%
27%
5%
0%
0%
  • SR
    Samuel Reinhardt , CPA
    May 28th 2020
    I felt the webinar being highly useful for every one especially a new business owner like me and i would always look forward to using the road map shared with me in this webinar. Mr Gary was outstanding in narrating through the content.
KG
Kenneth Guilfoyle , CPA
Mr Gary had given an extraordinary understanding on what are the key point that are to be mapped with and for the over growth of the organisation. It was exceptional webinar with CPM being explained from ground 0.
LB
Larry Bressler , CPA
Gary talking about the subject looked evident about his knowledge and expertise. Outstanding! Will refer the this platform to my colleagues for the experience and quality of the content shared.
MB
Melvin Bernard
n/a
JP
Jubalee Penuliar ,
Thank you!
LK
Leanna Krause , CPA
The topic was very interesting and have been discussed from a very amazing speaker. He has the commitment towards the business growth and teaching others the proven road to a great firm.

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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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  • Cost FREE
  • CPE Credits 1.5
  • Subject Area Finance
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Finance Pros Accountant CFO/Controller Business Owner Xero Advisor QB Pro Advisor CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Outsourced CFO Tax Accountant (Industry) Tax Director (Industry)
  • Handout Material Download

upcoming Live CPE Webinars

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
How to not be an HR Failure – from an employment law perspective
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Detailed Workshop on IRS Audit, Representation, Resolution.
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Practical Guide To Fraud 2020: Including Cash, Inventory & General Frauds
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Crucial Insights for Real Estate: Part 3
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
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Wednesday, November 25, 2020 | 12:00 PM EST View Details/Register
The Structure and Organization of the IRS
Wednesday, November 25, 2020 | 12:30 PM EST View Details/Register
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Wednesday, November 25, 2020 | 01:00 PM EST View Details/Register
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Wednesday, November 25, 2020 | 01:30 PM EST View Details/Register