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K2’s Kicking It Up A Notch With KPIs

Course - K2's Kicking It Up A Notch With KPIs

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

  1. Identify the correct definition for terms associated with key performance indicators from a list of options
  2. Differentiate the benefits and limitations of using tools such as Excel, Power BI, and Tableau for reporting KPIs
  3. When presented with the name of an Excel or Power Query feature discussed in the session, select the definition that best describes the feature
  4. List examples of KPIs that might be useful in many business environments

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.

Compliance Information

Intended Audience

Accounting and financial professionals who want to learn and utilize best practices for measuring business performance

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

1 Credits

Published Date

August 9, 2023

Course Authors

Brian Tankersley

Knoxville, TN
Speaker & Author, K2 Enterprises

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.

About Instructor Read Less

Overview

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.

Course Details

  • 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

  1. Identify the correct definition for terms associated with key performance indicators from a list of options
  2. Differentiate the benefits and limitations of using tools such as Excel, Power BI, and Tableau for reporting KPIs
  3. When presented with the name of an Excel or Power Query feature discussed in the session, select the definition that best describes the feature
  4. List examples of KPIs that might be useful in many business environments

Intended Audience — Accounting and financial professionals who want to learn and utilize best practices for measuring business performance

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 1 Credits

IRS Program Number

Published Date – August 9, 2023

Revision Date

Course Authors

Brian Tankersley

Knoxville, TN
Speaker & Author, K2 Enterprises

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.

About Instructor Read Less