Metrics Which Every CFO, Controller and CPA Advisor Should Know

OL1560  |  On Demand Course  |  Update  |  Self-Study

Description

Metrics play a critical role in evaluating business performance, guiding financial decisions, and supporting effective advising. This course introduces participants to the most common and valuable ratios and key performance indicators (KPIs) used by CFOs, Controllers, and CPA advisors. Organized by category, the material highlights how these tools provide insight into financial health, liquidity, profitability, and operational effectiveness.

Participants will see practical examples of how metrics are applied, ensuring they can not only calculate but also interpret results for real-world use. Instructor Jeff Sailor enhances the session with his signature video parodies, adding an engaging element that helps reinforce complex concepts in a memorable way.

Credits

Number of Credits Type of Credits
2.00 Accounting

Designed For

CFOs, Controllers, CPAs, and financial advisors seeking to strengthen decision-making with metrics

Highlights

  • Ratios vs. KPIs
  • Categories of financial and operational metrics
  • Balance sheet metrics and financial position analysis
  • Cash flow and liquidity metrics
  • Profitability metrics for business success
  • Operational metrics for efficiency and effectiveness
  • Risk management in client planning
  • Practical examples and applications of metrics

Objectives

At the end of this course, you will be able to:

  • Differentiate between ratios and KPIs.
  • Explain the purpose and value of ratios in financial analysis.
  • Explain the purpose and value of KPIs in business performance evaluation.
  • Apply balance sheet metrics to assess financial position.
  • Apply cash flow and liquidity metrics to evaluate short-term viability.
  • Apply profitability metrics to measure financial success.
  • Apply operational metrics to assess efficiency.
  • Interpret results of key metrics for decision-making.

Notes

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Prices

Member (Early Bird)
$89.00
Non-Member (Early Bird)
$129.00
Member
$89.00
Non-Member
$129.00
Your Price: $129.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Instructors

Jeff Sailor

Jeff Sailor, CPA, received a master's degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software.

Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional "boring CPE." Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights with humor in high-energy presentations. He's also adept at presenting complex topics in a very practical, easy-to-understand manner, thus earning him rave reviews for more than 20 years. Jeff currently presents seminars, webcasts, and in-house instruction for Western CPE. He's also a featured speaker at national conferences as well as at state and regional meetings.

For more than 10 years, Jeff has served as an AICPA peer reviewer, focusing on small firms and sole practitioners. He also served on the Resource Committee for the Private Company Financial Reporting Committee (PCFRC). Jeff has spoken at two NASBA national conferences on how to make education more engaging for practitioners.

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