Surgent's Critical Performance Measures (Audit Skills Training - Level 7) (A7M3)

Course Details

Date

Self-Study

Location

Online

Field of Study

Management

CPE Credit

3 hours CPE credit

Level of Knowledge

Advanced

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience with audit, tax, or other engagements

Description

Successful organizations measure performance in multiple relevant categories to gauge whether important objectives are being achieved. This module provides guidance related to creating a high-impact dashboard of performance metrics that can be applied both internally within the CPA firm, as well as to help clients through a business advisory service.

Highlights

  • Defining various types of performance measures
  • Striking a balance between financial, internal process, continuous improvement, and customer satisfaction performance measures
  • Creating a dashboard of performance metrics
  • Tips for sustainable performance measurement

Objectives

  • Discuss the importance of measuring performance in multiple areas that contribute to long-term viability of an organization
  • Describe best practices for performance measurement employed by highly successful organizations of all types
  • Explain how to sustain the benefits of performance measurement over the long-term

Designed For

Accountants with responsibilities for designing, analyzing or communicating performance measurement

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