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Monday, November 23, 2026 Live Webcast

Metrics Management – Dashboards, Performance Tools, and Open-Book Management (X4-8348803)

3:00 PM - 5:00 PM EST
webcast

Vendor Platform

2 CPE Credits in MT

OVERVIEW

Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining.

DESIGNED FOR

Financial Professionals Accountants Auditors Management (CEO, CFO, Board)

BENEFITS

  • Define artificial intelligence and explain how AI technologies are used in audit and financial reporting
  • Explore frameworks for Artificial Intelligence adoption
  • Identify key areas where AI can enhance audit procedures, risk assessment, and financial analysis
  • Examine an audit checklist of procedures to use when evaluation artificial intelligence
  • Identify applications for artificial intelligence in financial reporting
  • Examine a case scenario for an artificial intelligence risk assessment
  • Examine a case scenario that includes developing an artificial intelligence risk heat map

HIGHLIGHTS

  • Artificial Intelligence
  • Audit
  • Financial Reporting

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Robert Mims

Robert Mims, CPA
(4.7)

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PRICING

$89.00 - Member

$119.00 - Nonmember

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Note: Online pre-registration will close on November 23 at 2:30 PM.

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COURSE DEVELOPER

ACPEN