Implementing Financial Dashboards: Moving Beyond Metrics

This training program will explore how the initiatives that have the most value and result in true continuous improvement efforts are often the ones that are developed by a specific operational area such as accounts payable. If a metrics program is developed by the business owner of an operation, the results will be well defined and will represent the process components very well and will help to drive results. With a real time dashboard, actions can be immediately taken based on the results.

Recorded Version

1x Person - Unlimited viewing for 6 Months (For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My Account Section
Last Recorded Date: Oct-2019

Training CD / USB Drive

One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days
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Why Should You Attend:

We measure processes so that we can determine how well things are working and if there are opportunities for improvements. Metrics provide a window of visibility, measure performance, and provide historical trends.

Metrics, dashboards, and tools for financial transactions have been around for years, but they may not have resulted in a call to action for various reasons.

  • Metrics initiatives are often driven by the CEOs and CFOs
  • Metric programs are too difficult to implement and involve manual efforts
  • Results that are somewhat subjective and are questionable
  • Metrics programs are not sponsored
  • The metrics are too numerous and time consuming to report
  • There is no time to analyze the results

It is critical to link metrics to tangible objectives, or project goals, so that the results are not looked upon as only a reporting exercise. The results should drive a call to action as well as continuous process improvements. As an example, within the accounts payable process, we’d like to ensure that the implementation of invoice automation has achieved process efficiencies as well as a reduction in cost per invoice. If the anticipated results are not met, the appropriate action plans need to be established.

Areas Covered in the Webinar:
  • Defining Metrics vs. Dashboards
  • Examples of Financial Metrics
    • Process
    • Performance
  • Developing a Financial Dashboard
    • Cost Saving and Value
    • Transactional Quality
    • Customer Service
    • Controllership
  • Types and Comparisons of Dashboards
  • Q&A
Who Will Benefit:
  • Internal auditors
  • Risk managers
  • Accounts payable directors
  • Procure to pay (P2P) directors
  • Shared service directors
  • Controllers
  • CFOs and CEOs
Instructor Profile:
Chris Doxey Chris Doxey

Consultant, ChrisDoxey

Chris Doxey, CAPP, CCSA, CICA is an independent consultant providing Internal Controls and Business Process Best Practice Solutions. She has held senior management positions in accounts payable, procurement, internal auditing, internal controls, Sarbanes-Oxley compliance, payroll, logistics, financial systems strategy, and financial integration at Digital, Compaq, Hewlett Packard, MCI, APEX Analytix, and Business Strategy, Inc. She was recruited to assist MCI (formally WorldCom) recover from their internal control challenges. She has a bachelor's degree in English, a bachelor's in accounting, a master's in business administration, and a graduate certificate in project management. Chris has written numerous articles and published two handbooks: AP Leadership Skills and Implementing a Controls Self Assessment Program for Your Account Payable Process. Chris presents at several conferences and provides a multitude of webinars each year.

Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. TrainBanking would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-771-6965 (Toll Free).

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