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Rethink KPIs: Which Metrics You Should Focus On

July 27, 2021 @ 1:00 pm - 2:00 pm EDT

MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

The COVID-19 pandemic has changed the way higher education leaders view and report on key performance indicators (KPIs). While most finance professionals still embrace a less-is-more approach to monitoring KPIs, institutions often have a thirst for more information—if measuring three KPIs helps operations, wouldn’t measuring 10 be even better? Not necessarily.

Join us for our webcast to explore how focusing on a smaller set of KPIs can help your institution deliver value and stay agile in a constantly changing business environment. We’ll cover key topics, including:

  • Strategies for measuring the right metrics
  • Steps to implement a KPI-driven budgeting process
  • KPIs that can improve institutional value



Annie Rose Favreau, Manager, Business Consulting Services, Public Sector Strategy and Operations, Moss Adams

Annie Rose helps public and social sector clients increase their impact through organizational assessments, strategic planning, and performance measurement development. With a focus on organizational development, she has a strong background in quantitative and qualitative research, strategic communications, and collaborative facilitation. Annie Rose has worked with a variety of clients, including the Berkeley Public Library, City of Santa Monica, City of Stockton, City of Salem, Seattle Public Schools, El Camino Hospital, Ben Franklin Transit, and the University of Nevada, Las Vegas.

Loren Den Herder, PMP, Director, Business Consulting Services: Strategy and Operations, Moss Adams

Colleen has advised local, state, and Tribal governments and not-for-profits on improving their operations and efficiency since 2005. She helps clients assess their organizational and program effectiveness and assists them with developing and refining their performance and level-of-service measures. Colleen works collaboratively with clients to understand their goals and objectives; develop policies, processes, and tools; and define organizational and programmatic changes to better equip and position them to achieve their goals.

CPE Information

Finance: 1
After completing this training, participants will be able to describe the importance of measuring the right things; describe the key performance metrics that can drive improved value in your organization; and identify ways to implement a KPIs-driven budgeting process.

For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at 206-302-6406 or send her an email.

Moss Adams 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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