Surgent's Metrics, Benchmarking, and Measurement

Overview

Years ago, Peter Drucker said, “what gets measured gets managed,” and that is true today. As financial professionals, we understand and desire this, but often it’s difficult to get the concept across to the remainder of the organization. This program will take a deep dive into metrics with the goal of making them more actionable for any organization. By doing so, we are in a much better position to sharply increase the success of the organization.

Highlights

• Using metrics that correctly measure the goals of the organization
• How metrics will differ for non-profits and governments
• Using metrics to balance cost and benefit
• Internal and external benchmarking for comparison
• Having a set of balanced metrics

Prerequisites

None

Designed For

CFOs, controllers, and financial professionals

Objectives

• Understand the importance of metrics in all departments of the organization
• Understand how to take the politics out of metrics
• Understand the proper ratios as metrics
• Recognize the best available industry metrics
• Feel comfortable with some key metrics for customer service

Preparation

None

Notice

This on-demand webcast can be taken at any time of your choosing and is valid for one year from the date of purchase. No live instructor is present, and an exam is required to earn credit. You must score 70% or higher to earn the certificate.

How do I access my Self-Study Package?

Visit https://www.surgentcpe.com/login and enter your username (your LCPA email address) and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email. Once logged in, the page will refresh to display your account menu on the left side.