Metrics Management - Selecting the Right KPIs
2.00 Credits
Member Price $89
Non-Member Price $119
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
Leader(s):
Leader Bios
Bob Mims, ACPEN Business Professionals Network
Bob Mims, CPA, is a financial consultant and VP Finance for promising enterprises. For 20 years, Robert has worked with numerous startup ventures and nonprofits in the roles of Strategic Planning, Business Modeling, Controller and CFO. His focus is understanding the fundamentals of profitability. Robert worked ten years as a Big Four Senior Assurance Manager, earning National Instructor of the Year on three occasions. Robert has served on FASB Advisory committees and is based in Memphis, TN.
Non-Member Price $119
Member Price $89