Key Performance Indicators and KPI Dashboards Selfstudy CPE Course

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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

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

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

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