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Analytics Based Corporate Performance Management

January 27, 2022 @ 12:00 pm - 1:00 pm EST

Virtual Event Virtual Event

SUMMARY: Gary Cokins, who presented for CAW Network USA in 2021 on Data Analytics, returns to Share his thinking on one of his favorite topics – Analytics based EPM. This session will help attendees learn how the seamless integration of enterprise and corporate performance management (EPM/CPM) methods, that are each embedded with advanced analytics, will exponentially increase an organization’s performance. This event is eligible for 1 CPE credit if attendees request CPE and meet NASBA requirements.

Many organizations are far from where they want and need to be with improving their performance. They apply intuition, rather than fact-based data, when making decisions. Enterprise performance management (EPM) is now viewed as the seamless integration of managerial methods such as strategy execution with a strategy map and its companion balanced scorecard (KPIs) and operational dashboards (PIs); enterprise risk management (ERM); capacity-sensitive driver-based budgets and rolling financial forecasts; product / service / channel / customer profitability analysis (using activity-based costing [ABC] principles); customer lifetime value (CLV); supply chain management; lean and Six Sigma quality management for operational improvement; and resource capacity spending planning. Each method should be embedded with business analytics of all flavors, such as correlation, segmentation, regression, and clustering analysis; and especially predictive analytics as a bridge to prescriptive analytics to yield the best (ideally optimal) decisions. This presentation will describe how to complete the full vision of analytics-based enterprise performance management.

Gary Cokins our presenter, is an internationally recognized expert, speaker, and author in advanced cost management and performance improvement systems. He spent 30 years with Deloitte, KPMG, and SAS. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina LinkedIn profile.


  1. How to view enterprise and corporate performance management (EPM/CPM) as the seamless integration of managerial methods rather than as a process.
  2. Understand how business analytics is an advance over business intelligence and where Big Data fits in.
  3. How to identify and differentiate strategic KPIs in a balanced scorecard and operational performance indicators (PIs) in dashboards.
  4. How to properly calculate product, service-line, channel, and customer profitability for analysis, insights and actions.
  5. How to perform “predictive accounting” for capacity-sensitive driver-based budgets / rolling financial forecasts, what-if analysis, and outsourcing decisions
  6. How to overcome implementation barriers such as behavioral resistance to change and fear of being held accountable.

CPE CREDITS: Note: In order to be awarded the full credit hours, you must attend / participate in the full session.

Participants will earn 1 CPE credits (for the first 50 minutes of the program 1 CPE credit is awarded but only if the program is 50 minutes. For each additional complete 25 minutes of program time an additional 0.5 CPE credits can be awarded.) We can agree the exact credit for the program once we know the exact start /end times.

FIELD OF STUDY: Management Services – Performance Management

PREREQUISITES: No prerequisite provided attendees are qualified CAs and/or CPAs. Other non-CPA interested parties are also invited to observe.

WHO SHOULD ATTEND: Open to members and associates of CAW Network USA and their guests.




REFUND / CANCELLATION POLICY: No fee for members or guests, $20 for non-members requesting a CPE certificate. Will refund if cancellation occurs prior to the event commencing.

COMPLAINT RESOLUTION POLICY: For more information regarding refund, complaint and/or program cancellation policies (as relevant), please refer to https://cawnetworkusa.com or contact [email protected]


January 27, 2022
12:00 pm - 1:00 pm EST
Event Category:




CAW Network USA
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