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Improving Your Bottom Line Using KPIs - CPA

A Step by Step guide

Created byArun Mathur
IntermediateUpdated Jun 22, 2021

What You'll Learn

  • check_circleUnderstand how KPIs support strategy and governance.
  • check_circleSelect KPIs that align with organizational goals.
  • check_circleImplement performance metrics effectively.
  • check_circleUse KPIs to monitor progress and identify gaps.
  • check_circleSupport board-level decision-making with data insights.
  • check_circleImprove financial and operational performance using KPIs.

About This Course

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.

Course Content

2 activities • 12 videos • duration: 1h 54m

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Video-Part112 videos • 1.9 hours
  • videocamModule 1 - Introduction ( Part 1)
    Duration 4:38
  • videocamModule 1 - Introduction (Part 2)
    Duration 10:31
  • videocamModule 1 - Introduction (Part 3)
    Duration 2:36
  • videocamModule 2 - Types of KPIs (Part 1)
    Duration 5:02
  • videocamModule 2 - Types of KPIs (Part 2)
    Duration 9:37
  • videocamModule 2 - Types of KPIs (Part 3)
    Duration 10:25
  • videocamModule 2 - Types of KPIs (Part 4)
    Duration 9:07
  • videocamModule 3 - Development and Implementation (Part 1)
    Duration 13:26
  • videocamModule 3 - Development and Implementation (Part 2)
    Duration 15:39
  • videocamModule 4 - Case Study (Part 1)
    Duration 16:38
  • videocamModule 4 - Case Study (Part 2)
    Duration 13:34
  • videocamModule 5 - Action Plan
    Duration 2:55
add
Quiz-Part11 quiz

Your Instructor

Arun Mathur

Lead Instructor, FCPA, FCA

menu_book39 courses
star8,957 reviews

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.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

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.

What Students Are Saying

4.4 out of 5
Student's Choice
607 reviews
  • DA
    Dino A.
    starstarstarstarstar

    Useful and relevant

  • JP
    Jayne P.
    starstarstarstarstar

    This course was informative.

  • SM
    Stephen M.
    starstarstarstarstar

    this course was a very good match for me

  • JC
    Joanna C.
    starstarstarstarstar

    Intro and discussion about KPIs by instrustry was long. It would have been nice to have more practical examples.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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