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Saturday, May 11, 2024 Live Webcast

K2's Kicking It Up A Notch With KPIs (X4-5098936)

9:00 AM - 9:56 AM EDT
webcast

Vendor Platform

1 CPE Credits in SK

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.

DESIGNED FOR

Accounting and financial professionals who want to learn and utilize best practices for measuring business performance

BENEFITS

  • How to look for data in your existing systems
  • The basics of data prep tools
  • Tools for tracking and reporting on KPIs

HIGHLIGHTS

  • 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

COURSE LEVEL

Basic

ADDITIONAL NOTES

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

INSTRUCTOR

Brian Tankersley

Brian F. Tankersley, CPA, CITP, CGMA

Brian F. Tankersley, CPA, CITP

Brian F. Tankersley, CPA.CITP, CGMA Director of Strategic Relationships, K2 Enterprises Farragut, Tennessee brian@k2e.com Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Tankersley has been recognized seven times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Tankersley is also one of the authors of the Accounting Firm Operations and Technology Survey, which has been published annually for the last three years. Brian has made presentations in 46 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at many national conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Insights, CCH Connections, and Thomson Reuters Synergy User Conference. Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Brian and his family make their home in Farragut, Tennessee.

PRICING

$39.00 - Member

$59.00 - Nonmember

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Note: Online pre-registration will close on May 11 at 8:30 AM.

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COURSE DEVELOPER

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