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MBAexpress: Key Concepts of Performance Management - V 2.0 | BUNDLE (6 COURSES)
CPE Self-study

MBAexpress: Key Concepts of Performance Management - V 2.0 | BUNDLE (6 COURSES)

This course provides an overview of the key elements of a traditional MBA program. It includes methods for improving project management, customer service, business processes, and more.

$150 - $180
Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Business Management and Organization



CPE Credits



Peter Margaritis, Jennifer H. Elder


1 year

Product Number


 Business & partner 
Product Details

MBAexpress provides essential business savvy over the course of 6 1-hour online learning modules.

Balanced Scorecard – V 2.0: Balanced Scorecard is a performance measurement framework that added strategic non-financial performance measures to traditional financial metrics to give managers and executives a more ‘balanced’ view of organizational performance.

Business Process Improvement – V 2.0: This course will discuss ways to improve your business processes to make them more efficient and better for your organization and customer.

Effective Change Management – V 2.0: This course will discuss various methods and ideas to consider in helping you navigate the turbulent waters when dealing with change.

Excellent Customer Service – V 2.0: Discuss the importance and skills needed to provide excellent customer service to both your internal and external customers.

Leading Up: Partnering With Your Boss - V 2.0: Learn how to use your skills to help advance your career while making your boss look great.

Project Management – V 2.0: This course will discuss the project management process from building a business case and planning, to execution and managing your team.

This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

Who Will Benefit
  • CPAs, corporate finance teams, business leaders and other financial professionals.
Key Topics
  • Discuss in-depth the four sectors of the balanced scorecard (financial, customer, business process, learning & growth).
  • Articulate the value that a balanced scorecard brings to an organization
  • Discuss the value of identifying a small number of strategic objects for each perspective
  • Benefits of Lean
  • Lean in a Service Organization
  • Flow Organization
  • Reducing costs
  • Maximizing productivity
  • Minimizing waste and re-work
  • Best practices
  • The lean business
  • Value and value stream
  • Pursuit of perfection
  • Employee empowerment
  • Different personality traits and how they might react during a time of change
  • The five change management principles
  • 8 step change model
  • The Murphy plow story
  • Internal vs External Customer Service
  • Servicing Customers Well
  • Customer Needs & Wants
  • Benefits of leading up
  • Know your personal SWOTS
  • Establishing credibility and trust
  • What you need to know about your boss
  • What you need to know about your company
  • What you should be prepared to do
  • Initiating a project
  • Planning
  • Executing
  • Monitoring
  • Closing
  • Ten project management knowledge areas
  • The Triangle of Truth
  • Change management in project management
Learning Outcomes
  • Recognize how the balanced scorecard helps to align business activities to the vision and strategy of the organization
  • Identify the key characteristics of the Balanced Scorecard.
  • Identify the four sectors of the Balanced Scorecard
  • Define business process improvement
  • Identify 14 steps to business process improvement
  • Recognize the benefit of Lean business
  • Identify 3 pillars of lean
  • Identify different methods in dealing with change
  • Recognize the importance for continuously evolving
  • Contrast the differences between imposed and designed change
  • Identify how to get employees to BUY into change
  • Describe Kotter’s 8 Step Change Model
  • Define excellent customer service
  • Identify skills needed for excellent customer service
  • Describe how best to serve your external customers
  • Describe how best to serve your internal customers -your boss, departments, and your employees
  • Define leading up
  • Identify techniques to develop the trust and buy-in needed
  • List the benefits of leading up
  • Identify five steps to leading up
  • Identify the parts of the project management process
  • Recognize the importance of considering Personality Styles when assembling project teams
  • Identify the five groups of process management
  • Recognize how project management applies to accountants
Credit Info
CPE Credits
NASBA Field of Study
Business Management and Organization, Communications and Marketing, Management Services
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
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Contact us
Peter Margaritis
Peter Margaritis, CPA, CGMA, CSP, is a keynote speaker, communication strategist, and improv virtuoso. Peter is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. Peter works with financial professionals to help adapt their mindset and believes that strong communication skills are the most effective way of delivering technical knowledge and building strong business relationships. The underlying premise in everything Peter does is the power of applied improvisation. He focuses his strategies using two powerful words, YES AND along with the concept of listening to understand. This strategy promotes a better connection with customers and clients leading to higher profits and higher retention of employees. Peter has delivered over 500 keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies to family-owned businesses, national, regional & local public accounting firms, and national and state associations. Peter earned his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at THE Ohio Dominican University in Columbus, OH. Peter is also a blogger, writer, humorist and a podcaster. His podcast, Change Your Mindset can be found on his website, along with iTunes, Stitcher and Google Play. You can visit his website ( to watch his videos and read his promotional resources which include a variety of magazine articles, along with his weekly blog. Peter lives in Westerville, OH with his wife, 17-year-old son, and two Labrador retrievers. His passion is his family and improvisation, along with a love of humor, and at times he performs both improv and stand-up comedy.
Jennifer H. Elder
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of "administrivia" and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England. She lives on her boat near Annapolis, Maryland.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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MBAexpress: Key Concepts of Performance Management - V 2.0 | BUNDLE (6 COURSES)
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