WEBINAR: June 5, 2025

WEBINAR: June 5, 2025

Firm KPIs: Going Beyond the Numbers
June 5, 2025 @ 1-1:50pm ET

Key Performance Indicators (KPIs) are essential in measuring partner performance in accounting firms. However, traditional quantitative KPIs often miss crucial insights. In this informative session, Joe Tarasco, an experienced consultant to CPA firms, will explore both quantitative and qualitative KPIs, offering a balanced approach to partner evaluation.

Whether you're a partner, leader, or manager in a CPA firm, this webinar will provide the tools needed to enhance performance metrics and strategically align them with your firm's long-term goals.

      Who Should Attend
  • Partners
  • Managers
  • Firm Leadership/Management Professionals
      Learning Objectives
  • Learn the importance of balancing quantitative and qualitative KPIs.
  • Learn the strategies for implementing KPIs that foster long-term growth and development.
  • Learn how to use KPIs to drive both immediate and future partner success.
  • Learn the practical examples KPIs and succession planning.

WEBINAR: June 5, 2025


REGISTER

ADDTIONAL INFORMATION

Instructional Delivery Method:
Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.
WEBINAR: June 5, 2025CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.