K2's Kicking It Up A Notch With KPIs

Course 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.

Major Topics

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

Learning Objectives

Upon completing this course, you should be able to:

• 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 Information

• CPD Credit: 1.0 hours Computer Software and Applications
• Prerequisites: Basic understanding of Microsoft Excel
• Program Level: Basic
• Advance Preparation: None
• Who Should Participate: Accounting and financial professionals who want to learn and utilize best practices for measuring business performance

Instructor

• Name: Brian Tankersley
• Hometown: Knoxville, TN
• Bio: 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 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.