This newly revised course has shifted online into two, half-day, live, instructor-led sessions. We recognize that online learning a vastly different experience from an in-person seminar and our instructors have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for group discussions. Our goal is to make your experience more convenient as we navigate the new reality of virtual learning.


  • Mon, Aug 17 @ 8:30am - 12:30pm
  • Tues, Aug 18 @ 8:30am - 12:30pm
  • This course describes how members can use Key Performance Indicators to improve any organization’s bottom line. It provides a step by step approach in using KPIs to improve any organization’s bottom line. It examines high and low level KPIs and Financial and Non-Financial KPIs. We review the process of developing and implementing KPIs and how you might avoid pitfalls. We learn typical KPIs for the following types of organizations – professional services (accounting practice), retail, service, manufacturing and NFP including government entities. We explain the challenges and benefits that may arise. This course includes case studies and group work.


    • Guiding Principles
    • Types of KPIs
    • Benefits of Using KPIs
    • KPIs and the Professional Accountant’s Work
    • KPIs and the Internal Audit
    • KPIs and Management
    • KPIs by Industrial Sector
    • Development and Implementation Process and Challenges
    • Who Will Benefit:

      This seminar is designed for CPA members in audit, management and board positions. This course will help them to use KPIs in their daily work to improve the bottom line.