K2's 2023 Kicking It Up A Notch With KPIs
Friday, March 7, 2025
10-11 a.m. Central
1 CPE (1 non-technical)
Course code: 24WA-081C
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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 subjects
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How to look for data in your existing systems
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The basics of data prep tools
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Tools for tracking and reporting on KPIs
Learning objectives
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Identify the correct definition for terms associated with key performance indicators from a list of options
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Differentiate the benefits and limitations of using tools such as Excel, Power BI, and Tableau for reporting KPIs
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When presented with the name of an Excel or Power Query feature discussed in the session, select the definition that best describes the feature
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List examples of KPIs that might be useful in many business environments
Who should take this program?
- Accounting and financial professionals who want to learn and utilize best practices for measuring business performance
Pricing
Standard Member Fee |
$39.00
|
Standard Nonmember Fee |
$39.00
|
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Instructor
Brian Tankersley, CPA.CITP, CGMA
Location
Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (1.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Basic understanding of Microsoft Excel
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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