K2's 2023 Kicking It Up A Notch With KPIs
Overview
The adage, “what gets measured, gets managed,” has never been more true than it is today. Organizations of all kinds and sizes are creating systems and processes to categorize, track, and report on many of their operations by creating reports featuring key performance indicators (KPIs). This session will teach you about many different kinds of KPIs. Further, you will learn how to find data and use tools like Microsoft Excel and Power BI to measure performance. You will also identify the benefits and drawbacks of using KPIs in management philosophies like holacracy to make it easier for employees to know in real time where they stand.
Highlights
- How to look for data in your existing systems
- The basics of data prep tools
- Tools for tracking and reporting on KPIs
Prerequisites
Basic understanding of Microsoft Excel
Designed For
Accounting and financial professionals who want to learn and utilize best practices for measuring business performance
Objectives
- Identify the correct definition for terms associated with key performance indicators from a list of options
- Differentiate the benefits and limitations of using tools such as Excel, Power BI, and Tableau for reporting KPIs
- When presented with the name of an Excel or Power Query feature discussed in the session, select the definition that best describes the feature
- List examples of KPIs that might be useful in many business environments
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):
Leader Bios
Brian Tankersley, K2 Enterprises LLC
Brian Tankersley is a CPA and consultant based in Knoxville, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for the American Institute of CPAs and K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (http://blog.bftcpa.com). Tankersley’s areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His financial experience includes accounting & auditing, accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian’s non-financial experience includes retail, wholesale, and manufacturing industry experience, technology strategy, technology management, systems implementation, technical training and documentation. Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Mr. Tankersley has served on numerous board of directors and in leadership roles for both his church and in professional organizations. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and the Information Technology Section of the American Institute of CPAs. He has also served as an officer and director for numerous area community and professional organizations. Brian, his wife Janette, and their four year old son make their home in Farragut, Tennessee. Entered 06/28/2006
Non-Member Price $59.00
Member Price $39.00