KPIs for SMEs

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

If you set business objectives, you need to figure out how to track your progress toward achieving them. It’s critical that small-business leaders understand the financial health of their organizations, and financial metrics and key performance indicators (KPIs) inform that understanding. Small-business financial metrics shed light on the company’s current financial state and its short- and long-term outlook.

Key Performance Indicators (KPIs) are some of the best performance measurement tools available. Tracking relevant KPIs can assist in decision-making, help you set strategic objectives, and allow you to evaluate your business process in real-time.

There are many possible performance measures available to business managers – literally hundreds – and it can be difficult to select ones that are going to work for the business. This continuing education course is designed to help you select appropriate performance measures for your organization.

In this online CPE course, the speaker Ross Maynard presents performance measures that work for small and medium-sized businesses. The emphasis is on KPIs that are easy to measure, easy to understand and which provide valuable information about the performance of the business.

There are 27 KPIs presented in this course split into four areas of the business:

  • Customer focussed KPIs
  • Employee focussed KPIs
  • KPIs of operational performance
  • KPIs of financial performance

Major topics covered in this online CPE course:

  • Why we measure performance?
  • What makes a good measure?
  • Presenting performance data
  • Customer Focussed KPIs for SMEs
  • Employee KPIs for SMEs
  • Operational KPIS for SMEs
  • Financial KPIs for SMEs
  • Ten KPIs to get started
  • Monitoring and Managing Performance

Learning Objectives

  • To determine which KPIs work best, and are simplest to implement, in a small or medium-sized business
  • To build a simple framework of KPIs that will present information on the performance of the most important aspects of the business
  • To establish a straightforward method of monitoring and reporting data that focuses attention on improvement
  • To interpret the results of the measures, and take action accordingly, while identifying and filtering out false alarms
  • To develop confidence in performance analysis and use it effectively in the management and improvement of the business

Recommended For

  • This CPE course for CPAs, CMAs, CVAs, CFAs will also be valuable for CFOs, CEOs, Managers, Accounts and Finance Officials working in small and medium sized businesses. 

Who Should Attend?

  • CEO
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CFO/Controller
  • CPA (Industry)
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1.5 PL Credit for Chartered Financial Analyst (CFA)
  • 1.5 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Management Services for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)
  • 1.5 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Ross Maynard

Managing Director, Ideas2Action Process Excellence Ltd

My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant.

As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement. 

As well as delivering webinars for MyCPE, I develop courses and webinars for the ACCA (Association of Chartered Certified Accountants) in the UK and other specialist business and finance providers.

I live in Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.

About Company

Ideas2Action Process Excellence Ltd

www.ideas2action.co.uk/

Ideas into Action was founded in 1997 by Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants with over 20 years experience in organisational development with organisations of all sizes. The business is incorporated as Ideas2Action Process Excellence Ltd, registration number SC523801. We specialise in process analysis and improvement and lean finance, offering training, consultancy and facilitation of process improvement teams.

Ross is author of “Successful Business Growth” published by Hodder and Stoughton, in 1998; as well as many published articles on business improvement and lean management. Ross is an NLP Master Practitioner.

Faq

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.
CPE Course on Knowledge Performance Indicators for SMEs

PREMIUM

1.5 Credits

Subject Area

Management Services

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