Metrics play a critical role in evaluating business performance, guiding financial decisions, and supporting effective advising. This course introduces participants to the most common and valuable ratios and key performance indicators (KPIs) used by CFOs, Controllers, and CPA advisors. Organized by category, the material highlights how these tools provide insight into financial health, liquidity, profitability, and operational effectiveness.

Participants will see practical examples of how metrics are applied, ensuring they can not only calculate but also interpret results for real-world use. Instructor Jeff Sailor enhances the session with his signature video parodies, adding an engaging element that helps reinforce complex concepts in a memorable way.

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

To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements for attendance verification.

Upon course completion a course evaluation form is provided for your feedback.

Participants have 1 year from the date of purchase/enrollment to complete this course

CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/

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2026 Metrics Which Every CFO, Controller and CPA Advisor Should Know