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Live Webcast Replay

K2's 2023 Kicking It Up A Notch With KPIs

Total Credits: 1 including 1 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Technology
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
1 Hour
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


The adage, “what gets measured, gets managed,” has never been more true than it is today. Organizations of all kinds and sizes are creating systems and processes to categorize, track, and report on many of their operations by creating reports featuring key performance indicators (KPIs). This session will teach you about many different kinds of KPIs. Further, you will learn how to find data and use tools like Microsoft Excel and Power BI to measure performance. You will also identify the benefits and drawbacks of using KPIs in management philosophies like holacracy to make it easier for employees to know in real time where they stand.

Basic Course Information

Learning Objectives
  • Identify the correct definition for terms associated with key performance indicators from a list of options
  • Differentiate the benefits and limitations of using tools such as Excel, Power BI, and Tableau for reporting KPIs
  • When presented with the name of an Excel or Power Query feature discussed in the session, select the definition that best describes the feature
  • List examples of KPIs that might be useful in many business environments

Major Subjects
  • How to look for data in your existing systems
  • The basics of data prep tools
  • Tools for tracking and reporting on KPIs

Course Materials


Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related seminars and products

Director, Strategic Relationships

K2 Enterprises, LLC

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (  Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Fri, Sep 29, 2023 - 08:00am to 08:56am CDT
Tue, Oct 03, 2023 - 10:00am to 10:56am CDT
Fri, Oct 13, 2023 - 12:00pm to 12:56pm CDT
Sat, Oct 28, 2023 - 02:00pm to 02:56pm CDT
Wed, Nov 01, 2023 - 08:00am to 08:56am CDT
Mon, Nov 13, 2023 - 10:00am to 10:56am CST
Thu, Nov 30, 2023 - 12:00pm to 12:56pm CST
Mon, Dec 04, 2023 - 02:00pm to 02:56pm CST
Tue, Dec 12, 2023 - 05:00pm to 05:56pm CST
Wed, Dec 20, 2023 - 10:00am to 10:56am CST
Fri, Dec 29, 2023 - 12:00pm to 12:56pm CST
Wed, Jan 03, 2024 - 02:00pm to 02:56pm CST
Fri, Jan 12, 2024 - 08:00am to 08:56am CST
Wed, Jan 24, 2024 - 10:00am to 10:56am CST
Wed, Feb 07, 2024 - 12:00pm to 12:56pm CST
Fri, Feb 16, 2024 - 02:00pm to 02:56pm CST
Fri, Feb 23, 2024 - 08:00am to 08:56am CST
Wed, Mar 06, 2024 - 10:00am to 10:56am CST
Fri, Mar 15, 2024 - 12:00pm to 12:56pm CDT
Mon, Mar 25, 2024 - 02:00pm to 02:56pm CDT
Fri, Apr 05, 2024 - 08:00am to 08:56am CDT
Fri, Apr 19, 2024 - 10:00am to 10:56am CDT
Tue, Apr 23, 2024 - 05:00pm to 05:56pm CDT
Fri, May 03, 2024 - 02:00pm to 02:56pm CDT
Sat, May 11, 2024 - 08:00am to 08:56am CDT
Wed, May 22, 2024 - 10:00am to 10:56am CDT
Mon, Jun 03, 2024 - 12:00pm to 12:56pm CDT
Tue, Jun 11, 2024 - 05:00pm to 05:56pm CDT
Wed, Jun 19, 2024 - 08:00am to 08:56am CDT
Sat, Jun 22, 2024 - 08:00am to 08:56am CDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of Microsoft Excel
Advanced Preparation None
Designed For

Accounting and financial professionals who want to learn and utilize best practices for measuring business performance

Original Recording Date 2023
Course Developer K2 Enterprises
Date Added to Catalog


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. 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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      5

Total Reviews: 1