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.

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