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KPI Dashboards - The New Financial Reporting Model
Accounting & Reporting

KPI Dashboards - The New Financial Reporting Model

Join this webcast to learn more about the growing need for KPI dashboards and how to embrace this model. You will learn the what, why and how of integrating KPI dashboards into your financial reporting model.

Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Specialized Knowledge



CPE Credits



John Higgins


3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Learning Outcomes
  • Recall the what, why and how of integrating KPI dashboards into your financial reporting model
  • Identify platforms used to develop a KPI dashboard
Key Topics
  • KPI financial reporting model
  • Cloud accounting KPI dashboards
  • Microsoft Excel's new Bl (Business Intelligence) tools
  • How to integrate KPI dashboards into your financial reporting model
Product Details

Why do you need to embrace KPI dashboards?

CEOs, entrepreneurs and management professionals of all stripes are demanding real-time financial dashboards. They want access to a model that collects, organizes and visualizes real-time metrics for quick and easily analysis - that's where KPI dashboards come into play.

During this webcast, we discuss the benefits of KPI dashboards for your organization or clients. To help you embrace this model, we introduce you to numerous platforms that you can use to develop your own KPI dashboard, including:

  • Cloud accounting systems
  • Microsoft Excel
  • Additional niche applications
Who Will Benefit
  • Anyone involved in providing financial and managerial reports
Do you have an AICPA membership? Log in to apply your member discount.

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2 to 5 registrants

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6+ registrants

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More Details
NASBA Field of Study
Specialized Knowledge
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
2 hrs
John Higgins
John serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model. John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children. Qualifications and Experience: Actively involved in working with local, regional and national CPA firms over the past 25 years. Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, paperless work flow design, innovative client services and more. Nationally recognized speaker and author on technology issues impacting the CPA profession. Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine. Former national consulting partner with a top 10 CPA firm. Former CEO of technology training & consulting firm. Member of the AICPA Business & Industry Hall of Fame. Past Chair of the Michigan Association of CPAs. Past member of the AICPA Council and CPE Advisory Committee. MACPA Innovative User of Technology award.

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KPI Dashboards - The New Financial Reporting Model
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