Key Performance Metrics to Enhance Operations

2 Credits: Business Management & Organization


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Key Performance Metrics to Enhance Operations

Course Level
CPE Credits

2 Credits: Business Management & Organization

Course Description

This course offers a deep dive into the world of financial and operational metrics, essential for measuring and improving business success. It is designed to equip finance and accounting professionals with the knowledge and skills to apply key performance indicators in their work effectively. The course covers a range of vital topics, including understanding and utilizing the Altman Z-Score for assessing corporate viability, calculating Economic Value Added, determining External Funds Needed, and understanding ROIC Trees.

The benefits of this online Webcast CPE course are substantial. Participants will gain a thorough understanding of how to apply these metrics in practical business scenarios, enhancing their analytical skills and decision-making capabilities. The course also includes a segment on SOC Scope Audits, focusing on systems of internal controls, which is invaluable for professionals responsible for risk assessment and management. By mastering these essential tools, participants will be better positioned to contribute to their organization’s financial health and operational efficiency, making them invaluable assets to their teams and companies.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Understand and utilize the Altman Z-Score calculation for determining corporate viability;
  • Understand and utilize an ROIC Tree;
  • Calculate the Economic Value Added for a business;
  • Calculate the External Funds Needed for a business;
  • SOC Scope Audits of Systems of Internal Controls;
  • Determining appropriate critical risk factors; and
  • Determining appropriate measures of effectiveness.
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Course Specifics

Course ID
Revision Date
May 11, 2023


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Francis X. Ryan Headshot

Francis X. Ryan, CPA, CGMA, MBA, is the president of F.X. Ryan & Associates, which specializes in lean systems implementations, activity-based costing, strategic and operational risk analyses, and corporate governance evaluations. Frank serves and has served on numerous boards of publicly traded companies and nonprofit organizations. In 2008, he was elected chairman of the board of Good Shepherd Center. Frank has served as chairman of the audit committees of two publicly traded companies, and he’s the current audit committee chairman of a major nonprofit organization in Maryland. Francis X. Ryan is an acclaimed author on activity-based costing, lean systems, and …

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