KPI Dashboards—The New Financial Reporting Model
LIVE

Online Event

Webcast

KPI Dashboards—The New Financial Reporting Model

Speaker: John Higgins, CPA, CITP

  • Format

    Webcast

  • Level

    Basic

  • Duration

    2h

This webcast will introduce you to numerous platforms for developing KPI dashboards: cloud accounting systems, Microsoft Excel, and niche applications.

Learning outcomes

  • Understand the what, why, and how of integrating KPI dashboards into your financial reporting model

There are no upcoming dates for this Webcast

Product information

Overview

CEOs, entrepreneurs, and management professionals are clamouring for real-time financial dashboards. One of the primary drivers of this dynamic financial reporting model is the need for access to real-time information that is pertinent and can be easily analysed. This webcast will introduce you to numerous platforms for developing KPI dashboards: cloud accounting systems, Microsoft Excel, and niche applications. We will show you how you can embrace this model for your organisation or your clients.

TOPICS DISCUSSED

  • Overview of the KPI financial reporting model
  • Review of cloud accounting KPI dashboards
  • Build your own dashboard with Microsoft Excel's new Bl (Business Intelligence) tools
  • How to integrate KPI dashboards into your financial reporting model

Who should take this course?

  • Anyone who is involved in providing financial and managerial reports

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:None
Programme level:Basic
Duration:2h
Format:Webcast
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

Speaker

  • John Higgins, CPA, CITP

    John serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model.

    John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children.

    Qualifications and Experience:

    • Actively involved in working with local, regional and national CPA firms over the past 25 years.
    • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, paperless work flow design, innovative client services and more.
    • Nationally recognized speaker and author on technology issues impacting the CPA profession.
    • Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine.
    • Former national consulting partner with a top 10 CPA firm.
    • Former CEO of technology training & consulting firm.
    • Member of the AICPA Business & Industry Hall of Fame.
    • Past Chair of the Michigan Association of CPAs.
    • Past member of the AICPA Council and CPE Advisory Committee.
    • MACPA Innovative User of Technology award.