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CFO Guide on Corporate Performance Management

4.6 (40)

Gary Cokins, CMA, MBA

Analytics-Based Performance Management LLC

Thursday, February 18, 2021 | 10:00 AM EDT

CPA/ABV
CPA Canada
CMA
CPA
CVA
CFA

Completed View More Webinars

7.5 Credits

$80

Subject Area

Finance
Accounting

Completed

Webinar Qualifies For

7.5 CPE credit of Finance for all CPAs

7.5 CPE credit of Accounting for all CPAs

7.5 CPE credit of Planning, Budgeting, and Forecasting for CMAs

7.5 CPD credit (Verifiable) for Canadian CPAs

7.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

managing remote staff: best practices

Jul 23, 2021 | 01:00 PM EDT View Details

how to make it easy for clients to work with your accounting firm

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quickbooks online for accountants work centre - managing you practice

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identifying leases under the new asc 842

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clarity practice management: demo for public accountants and tax preparers

Jul 23, 2021 | 02:00 PM EDT View Details

xbrl and compliance with sarbanes-oxley

Jul 23, 2021 | 02:30 PM EDT View Details

business activity taxes – where are businesses and their owners required to file and pay state income taxes?

(16)

Jul 23, 2021 | 03:00 PM EDT View Details

why you should care about the cares act

(40)

Jul 23, 2021 | 03:00 PM EDT View Details

critical impact of the secure & cares acts on your clients retirement and estate plans (latest 2021)

Jul 23, 2021 | 03:00 PM EDT View Details

savvy social security planning: all you need to know about social security claiming strategies

(101)

Jul 23, 2021 | 03:30 PM EDT View Details

circular 230 ethics (latest)

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Jul 23, 2021 | 03:30 PM EDT View Details

everything you need to know about partnerships

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Jul 26, 2021 | 09:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

Jul 26, 2021 | 09:00 AM EDT View Details

sox internal controls for inventory

Jul 26, 2021 | 09:30 AM EDT View Details

basic concepts of fixed asset accounting

(1)

Jul 26, 2021 | 09:30 AM EDT View Details

Additional Dates

Jul 29, 2021 | 09:00 AM EDT Register

Aug 05, 2021 | 10:00 AM EDT Register

Course Description

Management accounting practices have become increasingly progressive since the 1980s. 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. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In this 8 Hour webinar Internationally recognized expert, speaker, and author Mr.Gary Cokins will take you through how to apply Business Intelligence and Business Analytics to the Financial data, Corporate Performance Management(CPM), Budgeting & rolling Financial Statements and Effective Management Accounting Practices

Session 1: Corporate Performance Management (CPM)

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 session number 1 is on a strategy map and its companion balanced scorecard (KPIs)

Session 2: Effective Management Accounting

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.

21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis, and control. Activity-based costing (ABC) brings truly accurate fact-based costs with visibility. ABC does not broadly allocate overhead, but traces costs by identifying cause-and-effect relationships. Such information provides the ability to reveal the true profit margins for products and service-lines as well as for specific sales channels and customers.

The same information also helps reduce costs and improve productivity by reporting unit costs that can be benchmarked against your competition and to monitor cost trends. Removing the barriers caused by your current management accounting techniques can provide huge rewards.

Session 3: Driver Based Budgeting & Rolling Financial Statements

The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these deficiencies using capacity-sensitive driver-based expense projections. Driver-based budgeting allows for quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. The budget can be periodically refreshed to be rolling financial forecasts extending beyond the fiscal year-end. Learn how managerial accounting can become managerial economics.

Session 4: Business Intelligence (BI) and Business Analytics (BA)

Volatility and complexity are the new normal. Most organizations are drowning in data, but starving for information. The finance and accounting function has the opportunity to leverage Big Data and the continuum of analytics – descriptive, diagnostic, predictive, and prescriptive. All are useful for better decision making. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. In some ways, the finance function is many years behind other disciplines such as marketing, sales, and supply chain managers, in applying analytics. How can the CFO’s function catch up?

Join this webinar to view corporate performance management (CPM) as the seamless integration of managerial methods rather than as a single process and how to apply Business Intelligence and Business Analytics to the Financial data, Budgeting & rolling Financial Statements, and to learn Effective Management Accounting Practices.

Learning Objectives

The difference between forecasting and predictive analytics
Examples for the CFO and accounting function
To provide an overview of all of the corporate performance management (CPM) methods.
To learn how to define appropriate key performance indicators (KPIs).
How to develop a driver-based “operational budget” based on resource capacity planning

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounts Director
Auditors
Bookkeeper
Business Owner
CFO/Controller
Chief Accounting Officer
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Finance Director
Finance Pros
HR Professionals
Tax Firm
Tax Pros
VP Finance

Testimonial

Array
(
    [no_of_record] => 40
    [average] => 4.6000
)

4.6

(40)

65%

30%

Jeffrey Greczek, CPA

Nov 20th 2020

My experience is, there are objectives that sometimes you will have difficulty measuring or tracking and also conversations with the team in terms of their performance;where do i start & how can i improve my teams' understanding of the importance of performance management so i think this course will be of great help to me.

Cynthia Edwards, CPA

Nov 20th, 2020

Yes, it was a good match for me. in addition to annual appraisal, continuous appraisal on a monthly basis and quarterly basis makes annual appraisal of our employees easy and it supports on the moment recognition of performance instead of waiting till the end of the year. Fantastic presentation

Nick Wagner, CPA

Nov 6th, 2020

My experience Is a challenge when I do performance to my people and hope I will learn and gain a lot so that I will know how to do performance. It was really awesome course and motivating .I learn a lot to put in practice.

Vasyl Khokhla, CPA

Nov 6th, 2020

This is my second course with Gary Gokins and I impressed with his ability to present a compelling course without fancy animations or other such things. I especially find the role-playing demonstrations helpful. I Will be looking at other courses by Gary in the future

Scott Reed, CPA

Oct 29th, 2020

To get the best out of out each individual it is definitely important to align the organizations goals and objectives with theirs. As managers we should be able to share this goals and objectives with our teams.

Jacqueline Bell, ACCT/BK

Oct 29th, 2020

Relevant topics contained in this course for management in Teams and manpower. Glad it mentioned Steady performers, as not everybody necessarily wants to move up. Would have liked to see more elaboration on managing difficult situations, or under performers.

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

Subject Area

Finance
Accounting

Webinar Qualifies For

Upcoming Webinars

Additional Dates

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

About Presenter

Gary Cokins, CMA, MBA

About Company

Analytics-Based Performance Management LLC

FAQ

Refund/Cancellation Policy

Testimonial

4.6

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

Subject Area

Finance Accounting

Webinar Qualifies For

Upcoming Webinars

Additional Dates

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

About Presenter

Gary Cokins, CMA, MBA

About Company

Analytics-Based Performance Management LLC

FAQ

Refund/Cancellation Policy

Testimonial

4.6

Finance
Accounting