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Metrics Management – Dashboards, Performance Tools, and Open-Book Management

Wednesday, May 26   9:00am - 11:00am

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2.00 Credits

Member Price $89.00

Non-Member Price $119.00

Overview

Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining.

Objectives

  • Learning how dashboards work
  • Explore Management Tools

Highlights

  • Business Performance Management (BPM) concepts and tools
  • Designing effective dashboards and scorecards
  • Using color, visuals, and layout to improve understanding
  • Common reporting and dashboard failures
  • Asking the right questions: what happened, why, and what’s next
  • Open-book management principles and requirements
  • Linking metrics to incentives and behavior
  • Building trust through transparency and clarity

Designed For

Executives and Business Leaders

Prerequisites

None

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Leader(s):

Leader Bios

Bob Mims, The Knowledge Institute

a financial consultant and VP Finance for promising enterprises. For 20 years, Robert has worked with numerous startup ventures and nonprofits in the roles of Strategic Planning, Business Modeling, Controller and CFO. His focus is understanding the fundamentals of profitability. Robert worked ten years as a Big Four a Senior Assurance Manager, earning National Instructor of the Year on three occasions. Robert has served on FASB Advisory committees and is based in Memphis, TN.

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Non-Member Price $119.00

Member Price $89.00