Metrics Management – Selecting the Right KPIs

Course Details

Date

Monday, December 14, 2026

10:00am – 11:46am

Field of Study

Business Management

Course Number

A8347163

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

ACPEN

Prerequisites

None

Description

Choosing the wrong metrics can create noise, confusion, and unintended behavior. This session helps CPAs and CFOs identify and select meaningful KPIs that align with strategy and are understood by users. Participants will learn how to balance financial and operational metrics, tailor KPIs to responsibility centers, and think like customers when designing performance measures. The session emphasizes simplicity, relevance, and usability over volume and complexity. Humorous videos will be incorporated to drive home some key points and keep things entertaining

Highlights

    	
  • What makes a KPI meaningful and actionable
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  • Balancing financial, customer, operational, and learning metrics
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  • Selecting metrics at the responsibility-center level
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  • Understanding who the "customer"of a report really is
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  • Avoiding metric overload and bad incentives
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  • Linking departmental metrics to enterprise strategy
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  • The role of non-financial metrics in driving results
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  • Real-world KPI examples across industries

Objectives

    &#x09;<li data-end="189" data-start="67">Balance Financial & Operations Metrics &#x09;<li data-end="189" data-start="67">Think like Customers

Designed For

Executives and Business Leaders

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$89.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$119.00
Your Price $119.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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