October 27, 2025


Webcast Replay


2 CPE Credits

Metrics Which Every CFO, Controller and CPA Advisor Should Know

October 27, 2025
Webcast Replay
2 CPE Credits

Metrics Which Every CFO, Controller and CPA Advisor Should Know

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    Instructor

    Jeffrey
    Sailor

    View Bio

Learning Objectives

At the end of this course, you will be able to:

• Differentiate between ratios and KPIs.

• Explain the purpose and value of ratios in financial analysis.

• Explain the purpose and value of KPIs in business performance evaluation.

• Apply balance sheet metrics to assess financial position.

• Apply cash flow and liquidity metrics to evaluate short-term viability.

• Apply profitability metrics to measure financial success.

• Apply operational metrics to assess efficiency.

• Interpret results of key metrics for decision-making.

Major Topics

• Ratios vs. KPIs

• Categories of financial and operational metrics

• Balance sheet metrics and financial position analysis

• Cash flow and liquidity metrics

• Profitability metrics for business success

• Operational metrics for efficiency and effectiveness

• Risk management in client planning

• Practical examples and applications of metrics

CPE Credits Available

2 CPE Credits
2
Accounting

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Accounting

Prerequisites

Basic understanding of financial statements

Intended Audience

CFOs,Controllers,CPAs, and financial advisorsseeking to strengthen decision-making withmetrics

Provider

Werner-Rocca

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