Metrics Management – Selecting the Right KPIs (2 hours) [NT]

Overview

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

Designed For

Executives and Business Leaders

Objectives

• Balance Financial & Operations Metrics
• Think like Customers

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!