Corporate Performance Management (CPM), Strategy Map and Balanced Scorecard

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CRMA
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: September, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Who will Benefit from these 4 courses?
    6 mins
  • What is the life-span of big companies?
    13 mins
  • What has Caused Interest in CPM?
    23 mins
  • The cause-effect relationship can be seen among the various objectives
    36 mins
  • What is the differences between KPIs and OPIs?
    48 mins
  • CPM is Circulatory and Simultaneously
    63 mins
  • Management versus Leadership
    87 mins

Course Description

Corporate performance management (CPM) is an umbrella term that describes the methodologies, metrics, processes, and systems used to monitor and manage the business performance of an enterprise. You can think of corporate performance as the collaborative accomplishments, successes, and failures of an organization. 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.

This free online CPE webinar for CPAs covered 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. 

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.

Join this Online Webinar to view corporate performance management (CPM) as the seamless integration of managerial methods rather than as a single process

Click for more webinars on Accounting & Auditing | Finance 

Learning Objectives

  • To provide an overview of all of the corporate performance management (CPM) methods.
  • To understand the origins of the balance scorecard.
  • To learn how to design a strategy map.
  • To learn how to define appropriate key performance indicators (KPIs).
  • To determine how to apply targets of KPIs for motivation and incentives.

Recommended For

  • This Online CPE/CE webinar is recommended for CPAs, CVAs, CMAs, and CRMA who wants to have their strategies linked to their plans and execution
  • This Continuing Education webinar is recommended for CPAs in Canada who wants to help their organization succeed

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Outsourced CFO
  • QB Pro Advisor
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Xero Advisor
  • Young CPA

Course Qualification

Webinar Qualifies For

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

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • 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

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).

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.
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  • 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.
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