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Key Performance Indicators and KPI Dashboards

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CVA
  • CFA
  • CBA/MCBA
  • CFIRS
  • CWS

Published: November, 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

  • What is a KPI?
    6 mins
  • How the parts of your strategies plan fit together
    12 mins
  • Picking a set of metrics
    31 mins
  • Enhance Accountability
    53 mins
  • Who should see dashboards and metrics?
    75 mins

Course Description

Why you can’t afford to ignore KPIs…

In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. 

Further, 43% of respondents noted improvement, defined as being able to 'objectively evaluate the level of results achievement. 

Key performance indicators (KPIs) are important metrics that track a company’s progress toward achieving its strategic and operational goals. Monitoring KPIs over time helps organizations make better, data-driven decisions. Rewarding employees and teams for progress on KPIs that are aligned with company objectives can create a virtuous cycle that sets a company up for success

A KPI dashboard cuts through the clutter of numbers so a company can monitor the most important measures of its success. Business leaders can quickly see if they need to make changes or celebrate successes. Each KPI helps assess whether the business is achieving its business strategy.

KPIs improve a company’s performance by increasing:

  • Focus
  • Clarity
  • Alignment
  • Speed of Feedback
  • Communication
  • Motivation
  • Performance

This CPE course answers the following major questions:

  • What are the benefits and roles of KPIs?
  • How to pick a set of metrics?
  • How to set targets?
  • What are the components of a KPI dashboard?
  • What are the Pros and cons of using spreadsheets, data visualization software, or dashboard software?
  • What are the sample dashboards and metric displays?
  • What is the process of implementing KPIs?
  • What are the tips for managing KPIs?
  • What are the Pros and cons of using KPIs to set compensation?

Learning Objectives

  • To discover the benefits of KPIs and KPI dashboards.
  • To analyze the software options for building KPI dashboards.
  • To discover the characteristics of effective KPIs.
  • To discuss the steps in implementing KPIs.

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, CEOs, CFOs, Business Owners, Business Managers, Entrepreneurs, and Other Individuals who want to understand and implement Key Performance Indicators in their company.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Assistant Controllers
  • Business Owner
  • CEO
  • Certified Management Accountant (CMA)
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Management Consultant
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

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

Additional details

  • Course Level :
    Basic
  • Credits :
    2.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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

Rob Stephens

Founder, CFO Perspective

I provide financial consulting, coaching, and education for small businesses. My company helps small businesses and their owners:

  •  Improve cash flow
  •  Gain clarity on long-term business strategy and shorter-term plans
  •  Cut through the clutter of numbers to identify and measure the key measures of success
  •  Determine the most profitable opportunities
  •  Maximize pricing strategy
  •  Overcome thinking errors that hamper success
  •  Forge a common strategy with a business partner
  •  Gain confidence in a significant financial decision
  •  Optimize business cash flows for personal cash flow needs

About Company

CFO Perspective

cfoperspective.com

CFO Perspective provides financial consulting, coaching, and education for small businesses.  My company helps small businesses and their owners:

  • Improve cash flow
  • Gain clarity on long-term business strategy and shorter-term plans
  • Cut through the clutter of numbers to identify and measure the key measures of success
  • Determine the most profitable opportunities 
  • Maximize pricing strategy
  • Overcome thinking errors that hamper success
  • Forge a common strategy with a business partner
  • Gain confidence in a significant financial decision
  • Optimize business cash flows for personal cash flow needs

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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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.
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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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