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Self-study course

The course consists of the 1 hour video accessed via Vimeo for 60 days and the course material.

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It costs $49 Canadian plus applicable taxes (charged to Canadian customers only).  To purchase access to this material consisting of the video on Vimeo and the course material via PDF,  click here.  It is 40% cheaper with our Passport. For international customers, approximately one US dollar will purchase $1.20 Canadian on a credit card.

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There is an optional quiz for accountants whose body requires one to obtain verifiable or structured CPD hours.   If you have any questions, please email contact@practicalpd.com 

Up-coming live sessions

​,A Different Take On Dashboards & KPIs, Dec 5 2024 with GTAA

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A Different Take on Dashboards & KPIs
 

In this course, veteran CFO and course creator, Stephen Priddle, CPA, CA, CMA give 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 the critical and different content, not data visualization. Useful examples and samples will be provided.

 

​The value of a different kind of dashboard and the instructor’s experience with it

  • Developing creative new KPI measures for the organization, don’t just use the usual measures

  • Going beyond just $ and cents, this is not just about the G/L

  • The preparation and verification

  • Working with other departments on KPIs

  • Variations, frequency and more​

  • Public accountants, build a dashboard for small to medium size clients

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Note: About half of the content is taken from Stephen Priddle’s course, Practical Tips for Controllers & CFOs, as well as the NFP and Government Accountant versions of this course,

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This session was created and is presented by a veteran CFO Stephen Priddle who has created courses that over 31,000 accountants have attended and are known for practicality, examples, and humour, who is prolific writer of published cases.  

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100% of the course content applies outside Canada, so it is of interest to accountants from anywhere in the world.

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Who will benefit

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Any accountants or other business people involved in any kind of KPIs or dashboard development, in business, Not-For-Profit, or government.

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Past feedback:

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  • I enjoyed the KPIs

  • I learned a lot especially on KPIs

  • I particularly liked the KPI segment as it refreshed ideas that have been in my head for years and pulled them to the forefront!

  • KPI dashboard reports, a great visual tool for business leaders to keep an eye on key metrics that drive their business  so they can easily spot trends, identify performance gaps, and stay ahead of business problems. 

  • I am really interested in KPI reporting and would love to see your one page spreadsheet and others you may have!

  • I really enjoyed the dashboard idea. My NPO is trying to implement monthly KPI reporting - but we are struggling on how this could look. 

  • Enjoyed the discussion on KPI's

  • Liked: great real-life examples 1-pager KPI

  • I liked the KPIs for donations and expenses!

  • I would probably implement the monthly one-page dashboard.

  • I preferred: - Dashboard

  • Thanks for all the great tips today, I will for sure be challenging myself to prepare a dashboard for my organization!  

  • By the way loved you family dashboard joke, really good laugh….

  • The dashboard is a very good idea, I will try to work on that. 

  • The dashboard would be very helpful too in monitoring company events running throughout the year 

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