K2's 2023 Kicking It Up A Notch With KPIs
Total Credits: 1 including 1 Computer Software & Applications - Non-technical
- Average Rating:
- 22
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Brian F. Tankersley, CPA.CITP, CGMA
- Course Levels:
- Basic
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
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.
Basic Course Information
Learning 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
Major Subjects
- How to look for data in your existing systems
- The basics of data prep tools
- Tools for tracking and reporting on KPIs
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| K2's Kicking It Up A Notch With KPIs Handout (2 MB) | Available after Purchase | ||
Faculty
Brian F. Tankersley, CPA.CITP, CGMA Related Seminars and Products
Director, Strategic Relationships
K2 Enterprises, LLC
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, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, 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.
Dates
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Tue, Mar 25, 2025 - 06:00pm to 06:56pm CDT
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Fri, Apr 04, 2025 - 02:00pm to 02:56pm CDT
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Sat, Apr 26, 2025 - 04:00pm to 04:56pm CDT
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Thu, May 01, 2025 - 08:00am to 08:56am CDT
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Tue, May 13, 2025 - 10:00am to 10:56am CDT
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Additional Info
Basic Course Information
PrerequisitesBasic understanding of Microsoft Excel
Advanced Preparation
None
Designed For
Accounting and financial professionals who want to learn and utilize best practices for measuring business performance
Original Recording Date
2023
Course Developer
K2 Enterprises
Date Added to Catalog
05/15/2023
Yellow Book
No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
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.
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