In this course, veteran CFO and course creator, Stephen Priddle, CPA, CA, CMA, gives you some different ideas on “one-page” dashboard reporting and inventing new, different, insightful KPIs.

The ideas covered apply to any kind of organization or business, large or small. Public accountants can generate revenue by implementing some of these ideas with their small business clients. This is a course about critical and different content, not data visualization. Useful examples and samples will be provided.

Note: About half of the content is taken from Stephen Priddle’s course, Practical Tips for Controllers & CFOs, Part 2, as well as the NFP and Government Accountant versions of this course.

AGENDA

• Learn the value of a different kind of dashboard and the instructor’s experience with it.
• Discuss inventing creative new KPI measures for the organization—don’t just use the usual measures.
• Learn to go beyond just $ and cents—this is not just about the G/L.
• Discuss the preparation and verification of the dashboard.
• Learn how public accountants and consultants can build a dashboard for small to medium-sized clients.
• Learn about variations, frequency, and more.