KPI Dashboards - The New Financial Reporting Model

  • Monday, December 18, 2017

    3:00pm – 5:00pm
  • 2
    Specialized Knowledge

CEOs, entrepreneurs, and management professionals of all stripes are clamoring for real-time financial dashboards. One of the primary drivers of this dynamic financial reporting model is the need for access to real time information that is pertinent can be easily analyzed. This course will introduce you to numerous platforms for developing KPI dashboards: cloud accounting systems, Microsoft Excel and niche applications. We will show you how you can embrace this model for your organization or your clients. The topics that will be covered in this course include:  Overview of the KPI financial reporting model  Round robin review of cloud accounting KPI dashboards  Build your own with Microsoft Excel's new Bl (Business Intelligence) tools  How to integrate KPI dashboards into your financial reporting model


Upon completion of this course you will have a solid understanding of the what, why and how of integrating KPI dashboards into your financial reporting model.

Additional Information

Designed For

Anyone who is involved in providing financial and managerial reports.


American Institute of CPAs

Field of Study

Specialized Knowledge

Course Number


Level of Knowledge


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