Description
Understand the knowledge behind the numbers to help you be successful. Most organizations rely on metrics as tools to power themselves toward better performance. Often times the metrics being provided are complex and not easy to understand. The goal of this presentation is to provide attendees with a practical approach to developing metrics specific to their company and how to interpret the data being presented. We will then review specific reports you can use as tools as you work with your management teams on initiatives to improve a company’s performance.
Date: 2024-01-23 Start Time: End Time:
Learning Objectives
Vital Business Objectives
• What Are the Initiatives for the Upcoming Year?
• What Are the Strategies We Will Implement to Achieve the Initiatives
• What Are the Critical Success Factors
• What Tool Can We Use to Accomplish These?
The Report Card at a Point in Time
• Balance Sheet Focus
• How Do We Interpret What We See
• Implementing Initiatives
Report Card Over a Period
• Profit and Loss Statement Focus
• How Do We Interpret What We See
• Implementing Initiatives
Cash Is King!
• Cash Flow Financial Statement
• How Do We Interpret What We See
• Implementing Initiatives.
Other Metrics Interpreting Results
• Profit Metrics
• Productivity Metrics
• Cash Flow Metrics
• Financial Strengths
• Break Even Analysis
AIPB ,ASAP PACE ,IAAP ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Theran J. Welsh, CPA-Playmaker, LLC
