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Visualization: Review and Critique of Performance Reporting

Credits: CTP/CCM: 1.2 | FPAC: 1.2

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Do you have dashing dashboards? Virtuous variance reports? Does your performance reporting look as good as you think? Three FP&A and visualization specialists will review variance reporting and dashboards submitted by AFP members and apply some TLC—tender loving criticism—to uncover what works well, and what could be improved. 

Do you want to submit your work for review? Email your dashboard or report to [email protected].

Learning objectives 
• Learn key guidelines for successful reporting 
• See examples of what works and what does not in successful reporting

This recording was originally delivered live on Tuesday, January 25, 2022 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
  • Nikita Miller, FPAC
    Director, Financial Planning & Analysis
    The Kresge Foundation
  • Ron Monteiro
    KICT, Inc.
  • Dave Paradi, MBA
    Author, Speaker, Consultant