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9 Rules to Manage Performance Metrics

Credits: CTP/CCM: 1.2 | FPAC: 1.2

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We have heard that “what gets measured gets done,” but that also implies that if we measure the wrong things, we will accomplish the wrong things! In this webinar, three senior practitioners will discuss the lifecycle of performance metrics—from creation to maintenance to retirement—to share insights and “rules” on how to manage your metrics. When done correctly, FP&A can drive focus and alignment across the enterprise, and manage their own efforts wisely.   

Learning Objectives

- Learn how to incorporate active management into reporting metrics  
- Learn to balance business partnership with FP&A operating efficiency  


This recording was originally delivered as a live event on Monday, March 15, 2021 and is now available to you as a convenient and cost-effective way to support your learning and development while also earning CTP, CCM and/or FPAC credits.

Credits Confirmation
Take the quiz that appears at the conclusion of the recording within your recertification cycle to earn eligible credits. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records. If you attended the live version of this webinar, you cannot earn credit for the recorded as well.


  • Bryan Lapidus, FPAC
    Director, FP&A Practice
  • Kevin Wong
    Asia Finance Lead
    Blue Bottle Coffee
  • Hari Ramani
    PT Controller & Reporting/Analysis Lead
  • Lance Rubin
    Model Citizn