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Live Webcast Replay

K2's 2023 Kicking It Up A Notch With KPIs


Total Credits: 1 including 1 Computer Software & Applications - Non-technical

Average Rating:
   7
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.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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

Faculty

Brian F. Tankersley, CPA.CITP, CGMA's Profile

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

Wed, Mar 06, 2024 - 09:00am to 09:56am MST
Fri, Mar 15, 2024 - 11:00am to 11:56am MDT
Mon, Mar 25, 2024 - 01:00pm to 01:56pm MDT
Fri, Apr 05, 2024 - 07:00am to 07:56am MDT
Fri, Apr 19, 2024 - 09:00am to 09:56am MDT
Tue, Apr 23, 2024 - 04:00pm to 04:56pm MDT
Fri, May 03, 2024 - 01:00pm to 01:56pm MDT
Sat, May 11, 2024 - 07:00am to 07:56am MDT
Wed, May 22, 2024 - 09:00am to 09:56am MDT
Mon, Jun 03, 2024 - 11:00am to 11:56am MDT
Tue, Jun 11, 2024 - 04:00pm to 04:56pm MDT
Wed, Jun 19, 2024 - 07:00am to 07:56am MDT
Sat, Jun 22, 2024 - 07:00am to 07:56am MDT
Tue, Jul 09, 2024 - 05:00pm to 05:56pm MDT
Wed, Jul 31, 2024 - 07:00am to 07:56am MDT
Fri, Aug 16, 2024 - 09:00am to 09:56am MDT
Fri, Aug 30, 2024 - 11:00am to 11:56am MDT
Tue, Sep 03, 2024 - 01:00pm to 01:56pm MDT
Sat, Sep 21, 2024 - 03:00pm to 03:56pm MDT
Fri, Oct 04, 2024 - 07:00am to 07:56am MDT
Tue, Oct 15, 2024 - 05:00pm to 05:56pm MDT
Mon, Nov 11, 2024 - 11:00am to 11:56am MST
Tue, Nov 26, 2024 - 01:00pm to 01:56pm MST
Tue, Dec 03, 2024 - 03:00pm to 03:56pm MST
Thu, Dec 12, 2024 - 07:00am to 07:56am MST
Sat, Dec 21, 2024 - 09:00am to 09:56am MST
Tue, Jan 07, 2025 - 11:00am to 11:56am MST
Thu, Jan 16, 2025 - 01:00pm to 01:56pm MST
Sat, Feb 15, 2025 - 03:00pm to 03:56pm MST
Fri, Feb 28, 2025 - 07:00am to 07:56am MST
Fri, Mar 07, 2025 - 09:00am to 09:56am MST
Tue, Mar 25, 2025 - 05:00pm to 05:56pm MDT
Fri, Apr 04, 2025 - 01:00pm to 01:56pm MDT
Sat, Apr 26, 2025 - 03:00pm to 03:56pm MDT
Thu, May 01, 2025 - 07:00am to 07:56am MDT
Tue, May 13, 2025 - 09:00am to 09:56am MDT

Additional Info

Basic Course Information

Prerequisites Basic 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


Additional Information

Complaint Resolution Policy

Please 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. 


Reviews

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Overall:      4.6

Total Reviews: 7