A Step by Step guide

Strategy and Governance: Using KPIs provides a clear, step-by-step approach to leveraging Key Performance Indicators (KPIs) as a strategic tool to drive better outcomes and improve any organization’s bottom line. Tailored for CPA members in audit, management, and board roles, this course highlights how well-designed KPIs can strengthen oversight, support strategic alignment, and enhance decision-making at all levels.
You’ll gain practical guidance on selecting relevant KPIs, implementing them effectively, and using performance data to influence governance and operational success. Whether you're evaluating financial results, leading performance reviews, or advising leadership teams, this course will help you apply KPIs to achieve measurable impact and ensure strategic goals are being met.

Lead Instructor, FCPA, FCA
Arun Mathur, FCPA, FCA, LPA has over 35 years of teaching and corporate training experience. He is a retired Partner at Gerald Duthie & Co. LLP, where he provided professional services to a diverse group of clients. Arun is also Owner and Lead Instructor at UltimQuest Knowledge Inc., offering corporate training on improving governance, ethics, internal control, performance measurement and related topics. He provides live and online training through CPA bodies across Canada and Bermuda. Arun served for several years on the Board for HealthForce Ontario Marketing and Recruitment Agency, and was also Chair of the Finance and Audit Committee there and for the Trillium Gift of Life Network. He has served on the CMA Ontario's Review Committee prior to the merger as well.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.