In this short course, veteran CFO, Stephen Priddle, CPA, CA, CMA gives you some different ideas on “one page” dashboard reporting and inventing new, different, insightful KPIs.
In this course, veteran CFO and course creator, Stephen Priddle, CPA, CA, CMA, gives you some different ideas on “one-page” dashboard reporting and inventing new, different, insightful KPIs.
The ideas covered apply to any kind of organization or business, large or small. Public accountants can generate revenue by implementing some of these ideas with their small business clients. This is a course about critical and different content, not data visualization. Useful examples and samples will be provided.
Note: About half of the content is taken from Stephen Priddle’s course, Practical Tips for Controllers & CFOs, Part 2, as well as the NFP and Government Accountant versions of this course.
AGENDA
Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD, Courses for Accountants. Stephen is also the Vice-President, Finance & CFO of Fidus Analytics Inc. In addition, he is a Board member, co-owner and Corporate Secretary of the SureWx group of companies, a global aviation business, which he was the CFO for 12 years previously. An engaging and experienced instructor, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic courses which have been attended by over 36,000. When speaking, he is candid about errors he has made in his career and the lessons that can be learned from them. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting storyteller, who draws out the lessons from the stories. Stephen’s teaching experience includes presenting courses for over 70 accounting bodies and organizations in Canada and abroad. He has been a Session Leader in the CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy CA, CMA and CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations. Stephen has nearly 40 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Through his courses, he interacts with hundreds of financial leaders a year and thus stays on the leading edge in terms of best practices and hot topics. Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.
