Metrics Management – Selecting the Right KPIs
Overview
Choosing the wrong metrics can create noise, confusion, and unintended behavior. This session helps CPAs and CFOs identify and select meaningful KPIs that align with strategy and are understood by users. Participants will learn how to balance financial and operational metrics, tailor KPIs to responsibility centers, and think like customers when designing performance measures. The session emphasizes simplicity, relevance, and usability over volume and complexity. Humorous videos will be incorporated to drive home some key points and keep things entertaining
Highlights
- What makes a KPI meaningful and actionable
- Balancing financial, customer, operational, and learning metrics
- Selecting metrics at the responsibility-center level
- Understanding who the "customer"of a report really is
- Avoiding metric overload and bad incentives
- Linking departmental metrics to enterprise strategy
- The role of non-financial metrics in driving results
- Real-world KPI examples across industries
Prerequisites
None
Designed For
Executives and Business Leaders
Objectives
- Balance Financial & Operations Metrics
- Think like Customers
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
- Robert Mims, The Knowledge Institute LLC
Non-Member Price $119.00
Member Price $89.00