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AAFCPAs to Present Educational Workshop on KPIs, Dashboarding for NonProfit Financial Managers

Carla McCall & Robyn LeetAAFCPAs’ Carla McCall, CPA, CGMA and Robyn Leet will present an educational workshop on Leading Indicators: Choosing Key Performance Indicators That Matter & Dashboarding at the Nonprofit Financial Managers (NPFM) forum in Boston on October 26th.
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 if your organization is headed in the right direction—a course charted by your strategic plan. AAFCPAs will provide guidance for nonprofits on the leading, predictive metrics that may have a significant impact on your organization’s operational and financial results.
In addition to evaluating the best classic financial KPIs, Carla & Robyn will:

  • Make correlations between non-financial and financial metrics;
  • Provide insights for bringing clarity to your data, and recommendations for getting more meaning out of the information in your systems through dashboarding; and
  • Present 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.

Attendees will be challenged to identify a manageable set of KPIs that support planning and decision making, and will learn best practices for presenting these metrics in a user-friendly visual format that clearly reflects progress toward intended outcomes. Learn more.
Carla & Robyn presented a similar session at AAFCPAs’ Nonprofit Educational Seminar in May 2017.  The session is available as a podcast for download to your computer or smart phone.  Listen to the Podcast >>

About the Authors

Carla McCall
Carla is Managing Partner of AAFCPAs, a 240 person CPA and consulting firm with offices in Boston, Westborough, and Wellesley, MA. She specializes in providing assurance, tax, and business consulting solutions for sophisticated nonprofit organizations, including: multi-service human & social services providers, behavioral health providers, arts & cultural organizations, foundations and grant making institutions.
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.