Ultimquest Knowledge

This course describes how members can use Key Performance Indicators to improve any organization’s bottom line. It provides a step by step approach in using KPIs to improve any organization’s bottom line. It examines high and low level KPIs and Financial and Non-Financial KPIs. We review the process of developing and implementing KPIs and how you might avoid pitfalls. We learn typical KPIs for the following types of organizations – professional services (accounting practice), retail, service, manufacturing and NFP including government entities. We explain the challenges and benefits that may arise. This course includes case studies and group work.

Who Will Benefit:

This seminar is designed for CPA members in audit, management and board positions. This course will help them to use KPIs in their daily work to improve the bottom line.

Learning Outcomes:

• Explain the benefits of implementing KPIs in the workplace
• Compare types of KPIs, including high-level and low-level and financial and non-financial
• Identify KPIs commonly used in various industries
• Describe the steps that can be taken to develop and implement KPIs 
• Demonstrate the ability to problem-solve using KPIs in case studies
  
  

Topics Include:

• High and low level KPIs
• Financial and non-financial KPIs
• KPI analysis triggers
• Benefits of KPIs
• KPIs in different industries
• KPI development framework
• Case studies