myCPE

Complete CFO Guide on Analytics, Corporate Performance Management, Budgeting, Reporting 6.5 Credits

Dec 26, 2024, 11:00 AM ET

Complete CFO Guide on Analytics, Corporate Performance Management, Budgeting, Reporting 6.5 Credits

  • Gary Cokins

    CMA, MBA

  • Rating

    4.5

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

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  • Access the course at your convenience
  • Take the assessment test
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  • Answer the polling questions
  • Get your certificate
Dec 26, 2024, 11:00 AM ET

Learning Objective

  • To explore how to use ABC to manage product, service line, channel, and customer profitability
  • To identify how to measure customer lifetime value (CLV) for retail customers, compare ABC with time-driven ABC, resource consumption accounting (RCA), and apply “Attributes” to assess “value-added costs” and “costs of quality (COQ)”
  • To explore the shift to rolling financial forecasts, dealing with resource capacity planning, integrating Enterprise Risk Management with CPM, and applying Target Costing for new products and services
  • To recognize why there is an increased interest in BI and BA.
  • To identify the analytics continuum and differentiate between forecasting and predictive analytics
  • To explore how to apply “predictive accounting” for capacity-sensitive driver-based rolling financial forecasts, what-if analysis, and outsourcing decisions.

Course Overview

Management accounting practices have become increasingly progressive since the 1980s. Many organizations are far from where they want and need to be in improving performance, and they apply intuition, rather than hard data when making decisions. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In this Online CPE Webinar Internationally recognized expert, speaker, and author Gary Cokins will take you from applying corporate performance management to applying business intelligence and analytics to financial information. 

Corporate performance management (CPM) is now viewed as the seamless integration of managerial methods such as strategy execution with a strategy map. Once implemented it links the strategies of an organization to their plans and execution, therefore helping organizations succeed. In this webinar, we will explore different types of performance management tools how they work, and how they can provide the best results for decision-making when embedded with business analytics.

Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. Enter 21st Century management accounting developed cost/unit metrics. The webinar will explore how to gain its value for budgeting, cost analysis, and control. 

This online CPE webinar will also explore driver-based budgeting for scenario planning and analysis of a growing organization. It will also delve deep into how driver-based budgeting can help roll financial forecasts, cash flow projections, and more.

To lead to better decisions, data needs to be analyzed and converted into intelligence. Though understanding this is very easy, we all know that despite drowning in data, a business starves for actionable information. The webinar also explores how you can generate the data and make it available in such a way that it smoothens the production of its conversion into business analytics and business intelligence for all the departments.

Any professional who knows the application of these skills will remain in demand because of its universal requirement and better results. This Online CPE webinar will bring you up to speed on the concepts, nomenclature, applications, and tools associated with data analytics and business intelligence. 

This online CPE webinar on Finance will cover the following key topics: 

  • Companion balanced scorecard (KPIs)
  • Enterprise risk management (ERM)
  • Driver-based budgets, rolling financial forecasts, and continuous refreshing of rolling financial forecasts
  • Product, service-line, channel, and customer profitability analysis (using activity-based costing [ABC] principles)
  • Linking strategy and risk to the budget
  • How can you leverage big data and a continuum of analytics for better decision-making?

Click for more webinars on Accounting & Auditing 

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 6.5 CPE Approved
Finance for CPA in Canada 6.5 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 6.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 6.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 6.5 CPD Eligible
Chartered Accountant - ICAEW 6.5 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 6.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 6.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 6.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 6.5 CE Eligible
Chartered Accountants - Ireland (CAI) 6.5 CPD Eligible
Chartered Accountants - Scotland 6.5 CPD Eligible
CPA - Ireland 6.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 7 CPE Approved
Finance for CPA in Canada 7 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 7 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 7 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 7 CPD Eligible
Chartered Accountant - ICAEW 7 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 7 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 7 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 7 CPE Eligible
Chartered Accountants - Ireland (CAI) 7 CPD Eligible
Chartered Accountants - Scotland 7 CPD Eligible
CPA - Ireland 7 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 7 CE Eligible

Additional Information

Credits

6.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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.

Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.

About Instructor

Live CPE Webinars by Gary Cokins for Accountants CPA/ABV

Gary Cokins , CMA, MBA

Advisor, Gary Cokins

  • 4.5
  • rating
  • rating
  • rating
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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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

SL

Susan Lapanne, CPA (US)

5

This is probably one of the best seminars that I've attended - maybe ever!! Mr. Cokins is very knowledgeable and brings a wisdom to his teaching that enhances the depth of his knowledge. I thought that this was a wonderful presentation of why managerial accounting (as it needs to evolve) remains powerful and relevant.

JQ

Joseph Quinn, CPA/ABV

5

The instructor did a great job presenting his program. He clearly was extremely knowledgeable and experienced in his field. Also, he brought a great deal of engergy to his presentation. Since it was finance it qualifies for my cpa/abv credits but not that relevant to my field of small business valuation work.

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