4th of July offer on myCPE Prime, Unlimited courses and credits for just $199. Hurry! (Offer expires on July 04) Click here to start.

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

  • Accountant
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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 full-day Online CPE Webinar Internationally recognized expert, speaker, and author Mr. 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 and how they work, and how can they 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 and rolling financial forecasts
  • Product, service-line, channel, and customer profitability analysis (using activity-based costing [ABC] principles)
  • Customer lifetime value (CLV)
  • Lean and Six Sigma quality management for operational improvement
  • How activity-based costing can be useful?
  • Identifying key budgeting process issues
  • Risk assessment grid
  • Linking strategy and risk to the budget
  • Continuous refreshing the Rolling financial forecast
  • How to deal with Resource Capacity Planning
  • Integrating Enterprise Risk Management with CPM
  • Risk managers: Friend or foe of executives
  • The intelligence hierarchy
  • How you can leverage big data and continuum of analytics for better decision making?

Click for more webinars on Accounting & Auditing | Free Ethics CPE Webinars | Free CPE webinars

Learning Objectives

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

Recommended For

This Finance CPE course for CPAs is also recommended for CMAs, CVAs, CFAs, ABVs, CFOs, and Entrepreneurs, seeking to learn about various managerial methods for analytics, corporate performance, management, budgeting, and reporting.

Who Should Attend?

  • Accountant
  • Assistant Controllers
  • Business Owner
  • CEO
  • Certified Management Accountant (CMA)
  • Certified Valuation Analysts
  • CFO/Controller
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Director of Accounting
  • Director of Financial Reporting
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • VP Finance

Course Qualification

Webinar Qualifies For

  • 7.5 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 7.5 CPE Credit of Performance Management for Certified Management Accountants (CMA)
  • 7.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 7.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 7.5 PL Credit for Chartered Financial Analyst (CFA)
  • 7.5 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 7.5 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 7.5 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 7.5 CPE Credit for Certified Government Financial Manager (CGFM)
  • 7.5 CPE Credit for Chartered Financial Consultant (ChFC)
  • 7.5 CPE Credit for Financial Services Certified Professional (FSCP)
  • 7.5 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 7.5 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 7.5 CPE Credit for Retirement Income Certified Professional (RICP)
  • 7.5 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 7.5 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 7.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 7.5 CE Credit for Certified Wealth Strategist (CWS)
  • 7.5 General Credit for Accountant/Bookeeper
  • 7.5 CPD Credit for CA - ICAEW
  • 7.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 7.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 7.5 CPD Credit for Chartered Accountants - Scotland
  • 7.5 CPD Credit for CPA - Ireland
  • 7.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
  • Advance Preparation :


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 through its website: www.NASBARegistry.org.


About Presenter

Gary Cokins, CMA, MBA

Advisor, Gary Cokins

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. 

About Company

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).


FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be 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
  • 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 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
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review


102 Ratings



Very Good









Jeffrey Greczek, CPA (US)

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.


Jesse Nordman, CPA (US)

Mar 25th, 2022

Great presentation, watching all of these in order really tied all the concepts together.


Susan Lapanne, CFE, CPA (US), CGMA

Mar 25th, 2022

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.


Bette Patchett, CPA (US)

Apr 22nd, 2022

It was long; the instructor kept repeating information in previous sessions.


Linsay Miller, CPA (US)

Apr 1st, 2022

Too long to absorb effectively

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


7.5 Credits

Subject Area


Upcoming Webinars

Corporate Accounting & Auditing Best Practices
  • 4.1
  • (69)

Jul 05, 2022 | 09:00 AM EDT

Ultimate Guide to GAAP with Latest Updates
  • 4.0
  • (93)

Jul 05, 2022 | 09:00 AM EDT

Ethics in Practice
  • 4.6
  • (14)

Jul 05, 2022 | 09:30 AM EDT

Excel Accountant : Intro to Macros In-Depth
  • 4.6
  • (107)

Jul 05, 2022 | 10:00 AM EDT

Evolution of Terrorist Financing Methods
  • 4.3
  • (187)

Jul 05, 2022 | 10:00 AM EDT

2022 Enrolled Agent Ethics
  • 4.6
  • (106)

Jul 05, 2022 | 10:00 AM EDT

Master Capital Allocation
  • 4.6
  • (5)

Jul 05, 2022 | 10:00 AM EDT

QBO Complete Comprehensive Overview - Latest
  • 4.3
  • (68)

Jul 05, 2022 | 11:00 AM EDT

We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.