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

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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 3rd, 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 3th, 2017 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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About the Authors

Carla McCall
Carla is Co-Managing partner of AAFCPAs and has been serving clients since 1995. Carla specializes in providing assurance, tax, and business consulting services to sophisticated nonprofit organizations and closely-held companies. Carla's diverse client base includes health care, arts and cultural, affordable housing, manufacturing and distribution. Carla advises her clients in the specialty areas of revenue recognition, stock option plans, and government contract compliance. She has extensive experience with federal, state and other regulatory compliance requirements of nonprofit organizations. Carla has presented training courses for clients and other CPAs in association with the Massachusetts Society of Certified Public Accountants (MSCPA).
Robyn Leet
Robyn is a solution-oriented, business process improvement architect & strategist with broad expertise in identifying operations or employee skills that may be improved to ensure smoother procedures, more efficient workflow and improved operational performance. She has a stellar reputation for advising AAFCPAs’ clients in implementing pragmatic changes that have immediate impact leading to business growth, such as: reduced process costs, increased quality, reduced number of errors, reduced process throughput times, reduced training time and expenses, reduced number of internal support requests and customer complaints, increased forecast accuracy, and reduced risks of fraud. Business processes cut across organizational and functional boundaries, and Robyn engages closely with functional and field leaders in all phases of improvement efforts.