Podcast: The Sophisticated CFOs Guide to Choosing Key Performance Indicators That Matter & Dashboarding

Posted on June 9, 2017May 9, 2022

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A critical component of nonprofit effectiveness is the organization’s ability to identify and track meaningful “leading indicators” that serve as mile markers to tell you if you are headed in the right direction—a course charted by your strategic plan. AAFCPAs provides guidance for nonprofits on the leading, predictive metrics that may have a significant impact on an organization’s operational and financial results.
This podcast goes beyond the classic financial KPIs, and:

Makes correlations between non-financial and financial metrics.
Provides insights for bringing clarity to your data, and recommendations for making more meaning out of the information in our systems through dashboarding.
Features a case study from one of the largest human & social services agencies in the region, and how they implemented small incremental changes in key areas and realized a profound effect on how they could impact their constituents and the bottom line.

Listeners are challenged to identify a manageable set of KPIs that support planning & decision making, and will learn best practices for presenting these metrics in a user-friendly visual format that clearly reflects progress toward intended outcomes.
This audio session was recorded live at AAFCPAs’ May 3^rd, 2017 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>
Watch this video clip (2 min 25 sec) for a summary; and then download the full audio of the session recorded May 3^th, 2017 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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About the Authors

Carla McCall, CPA, CGMA

Carla McCall, CPA, CGMA is Managing Partner of AAFCPAs, a preeminent, 300-person CPA and consulting firm based in New England. Carla was named one of the Most Powerful Women in the Accounting Profession in 2021 and 2022 by the Association of International Certified Professional Accountants (AICPA) and CPA Practice Advisor Magazine. Her dynamic executive leadership, bold practicality, and enthusiasm to embrace change is setting the standard for mission driven, growth organizations.

Robyn Leet

Robyn brings over 20 years of continuous business process improvement and internal controls experience to AAFCPAs’ diverse clients. From her beginnings as an auditor in public accounting, she learned the fundamentals of business requirements and frameworks. This knowledge was applied to further her impact in her roles as Controller in private, closely-held businesses. These opportunities have bolstered her broad exposure to businesses in multiple stages of growth and with varying levels of needs to validate her insight into the inner workings and requirements of business operations and functions, always looking at the big picture and keeping the client in scope.