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Course Details

Overview of Topics

  • Strategy execution with a strategy map and its associated balanced scorecard with KPIs
  • Product, service-line, channel, and customer profitability reporting and analysis
  • Activity-based costing (ABC)
  • Customer lifetime value (CLV) for business-to-consumer relationships
  • Driver-based budgeting and rolling financial forecasts
  • Predictive accounting for capacity-sensitive analysis (e.g., what if scenarios, outsourcing)
  • Business process management (e.g. lean management, six sigma quality management)
  • Supply chain management profit and cost reporting and analysis
  • Enterprise risk management
  • Business analytics
  • Business analytics

Course Description

Corporate performance management (CPM) is now viewed as the seamless integration of managerial methods such as strategy execution with a strategy map and its companion balanced scorecard (KPIs); enterprise risk management (ERM); driver-based budgets and rolling financial forecasts; product, service-line, channel, and customer profitability analysis (using activity-based costing [ABC] principles); customer lifetime value (CLV); and lean and 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.

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

Chief Executive Officer (CEO),Analytics-Based Performance Management LLC

[email protected]

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 . 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).

Review Questions

  • Question 1 : 16:16
  • Question 2 : 33:33
  • Question 3 : 47:47
  • Question 4 : 65:55
  • Question 5 : 81:40
  1. What is the primary purpose for using analytics?
  2. Which is not a “perspective” in a strategy map and its companion balanced scorecard?
  3. What has primarily caused indirect expenses (overhead) to displace direct expenses?
  4. What has primarily caused indirect expenses (overhead) to displace direct expenses?
  5. What are some reasons that the annual budgeting process is being criticized?
  1. What is the main purpose of applying business analytics?
  2. Which is not one of the 8 forces causing interest in CPM?
  3. Which is not a “perspective” in a strategy map and its companion balanced scorecard?
  4. Which is the most superior and comprehensive cost accounting method?
  5. What type of expenses is increasingly the most important to calculate costs to increase profits?
  6. How can a supplier destroy shareholder and owner wealth?
  7. What is an essential requirement for reliable \\\\\\\\\\\\\\\"predictive accounting\\\\\\\\\\\\\\\"?
  8. Which stage in the ROI on the information chart is the highest stage?


  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

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NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

(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:

  • Cost FREE
  • CPE Credits 1.5
  • Subject Area Finance
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date September 27 ,2019
  • Published Date September 27 ,2019
  • 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 Entrepreneurial CPA Outsourced CFO
  • Handout Material Download
  • Key Terms Download