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

Posted on October 13, 2017September 9, 2021

Carla McCall & Robyn Leet AAFCPAs’ 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 26^th.
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, CPA, CGMA

Carla McCall, CPA, CGMA is Managing Partner of AAFCPAs, a preeminent, 270-person CPA and consulting firm based in New England. In 2020, Carla was named one of 2020’s Most Powerful Women in the Accounting Profession by the American Institute of CPAs (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. She leads and drives AAFCPAs’ strategic vision for the future, while ensuring day-to-day operations are keeping up with today’s urgent demands.

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.