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Area of Focus Sessions

PRA2611. Money, Metrics, Momentum: Mastering Firm KPIs that Matter

Not all numbers are worth tracking. This session breaks down the key metrics that actually move your firm forward and explains why they matter. Designed for business leadership teams, CEOs, founders, and firm owners, this session will help you focus on the KPIs that influence profitability, performance, and long-term value. Learn how to connect the right metrics to your strategic goals and use data to drive confident decisions and sustainable growth.

Learning Objectives:

  • Explain why selecting the right key performance indicators (KPIs) is critical to achieving firm profitability, operational effectiveness, and sustainable growth.
  • Differentiate between leading and lagging indicators and describe how each influences strategic decision-making.
  • Assess how core firm metrics impact long-term firm value, client relationships, and talent management.
  • Evaluate how aligning KPIs with strategic priorities drives accountability, focus, and organizational momentum.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Intermediate – (3-4 years in the profession)
Advanced Preparation
None
Session Tags
Practitioners

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