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Enterprise Performance Management for Not for Profit and Government

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland

Published: March, 2022

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Who will benefit from this presentation?
    4 mins
  • Confusion and lack of consensus about EPM
    11 mins
  • What has caused interest in EPM?
    18 mins
  • Each activity has its own cost driver
    32 mins
  • Linking strategy and risk to the budget
    46 mins

Course Description

Although the objective of Not for Profit (NFP) organizations is not to make a profit they still need to manage and ideally improve their performance. Government organizations at all levels and of all types are facing intense pressure to do more with less.

Federal, national, provincial, state, county, municipal, and local governments in almost all the countries in the world are feeling some sort of fiscal squeeze. Pressures on governments around the world are forcing them to adopt “performance management” – a focus on accountability for outputs and outcomes rather than cries for higher inputs (i.e., more budget funding and employees).

Enterprise performance management (EPM) is the seamless integration of managerial methods. They include balanced scorecards, strategy maps, budgets, activity-based cost management (ABC/M), risk management, forecasts, and resource capacity planning. EPM methods have been hailed as the new salvation for aligning an organization’s resources with its strategy to drive the actions of its managers and employee teams.

Speaker Gary Cokins in this CPE course answers the following major questions:

  • What is Enterprise Performance Management?
  • What is Business Analytics?
  • What are the eight pressures that have caused interest in EPM?
  • What is the EPM as a Value Multiplier through Integration?

Similar to commercial businesses Not for Profit and government organizations always have limited resources. So, they need essential information to determine where to best spend their money and this CPE Webinar will help you with that.

Learning Objectives

  • To analyze how to view enterprise and corporate performance management (EPM/CPM) as the seamless integration of managerial methods rather than as a process.
  • To discuss how business analytics is an advance over business intelligence and where Big Data fits in.
  • To explain how to identify and differentiate strategic KPIs in a balanced scorecard and operational performance indicators (PIs) in dashboards.
  • To inspect how to properly calculate product, service-line, channel, and citizen-related costs for analysis, insights, and actions.
  • To analyze how to perform “predictive accounting” for driver-based budgets / rolling financial forecasts, what-if analysis, and outsourcing decisions.
  • To discuss how to overcome implementation barriers such as behavioral resistance to change and fear of being held accountable.

Recommended For

  • This Online CPE webinar is recommended for CPA (US), CPA (CA), CFE, CMA, and other professionals who want to understand everything about Enterprise Performance Management for Not for Profit and Government.

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Bookkeeper
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Chartered Global Management Accountant
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Wealth Management Advisor
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Management Services for Certified Public Accountants (CPA-US)
  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Management Services for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Performance Management for Certified Management Accountants (CMA)
  • 1 General Credit of Management Services for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • 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

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  • 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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