Event Description

Successful organizations measure performance in multiple relevant categories to gauge whether important objectives are being achieved. This module provides guidance related to creating a high-impact dashboard of performance metrics that can be applied both internally within the CPA firm, as well as to help clients through a business advisory service.

Designed For

Accountants with responsibilities for designing, analyzing or communicating performance measurement

Objectives

• Discuss the importance of measuring performance in multiple areas that contribute to long-term viability of an organization
• Describe best practices for performance measurement employed by highly successful organizations of all types
• Explain how to sustain the benefits of performance measurement over the long-term

Major Subjects

• Defining various types of performance measures
• Striking a balance between financial, internal process, continuous improvement, and customer satisfaction performance measures
• Creating a dashboard of performance metrics
• Tips for sustainable performance measurement

Prerequisites

Experience with audit, tax, or other engagements

Instructions

None