Description
Please note: This course will expire on Wednesday, April 30, 2025 at 11:59 pm ET. Please complete the course AND submit credit before the deadline.
For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.
Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.
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 where they stand in real time.
Event Level: Basic
Who Should Attend: Accounting and financial professionals who want to learn and utilize best practices for measuring business performance
Required Knowledge: Basic knowledge of Microsoft® Office® Excel®
Advanced Preparation: Basic knowledge of Microsoft® Office® Excel®
Vendor: K2 Enterprises
Speaker: Tankersley, Brian
Objective
* 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
Credit Types
- Computer Software & Applications: 1
Event Speaker(s)
Registration Fees
| Registration | Type | Price |
|---|---|---|
| On Demand (1 hour) | Members | $60.00 |
| On Demand (1 hour) | Non Members | $175.00 |
The North Carolina Association of Certified Public Accountants 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/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.