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Overview

Most firms can produce a realization report in minutes and still cannot say with confidence which engagements are eroding profitability. The reason is structural rather than clerical: practice management systems are built to record transactions accurately, not to answer analytical questions, and the reporting layer inherits every inconsistency underneath it. This session explains why the gap exists, identifies where firm data commonly breaks, and describes what a governed data layer requires. Vendor neutral, no product content.

Instructor: Ben Titus, President, Todata Analytics

Highlights

• The questions firms cannot answer
• Why systems of record behave this way
• Where firm data breaks
• What a governed data layer is
• Getting to a trusted KPI
• Readiness diagnostic and Q&A

Prerequisites

None

Designed For

Managing partners, firm owners, firm administrators, finance and IT leads

Objectives

• Identify why practice management systems record transactions rather than answer performance questions, and where that creates reporting gaps.
• Describe the components of a governed data layer: authoritative metric definitions, documented lineage, conformed dimensions, and change control.
• Evaluate the data conditions in time, billing, and client records that must hold before realization, utilization, and gross profit can be relied upon.

Preparation

None

Notice

Login information and eMaterials will be available in the “My CPE” section of the NESCPA website two business days prior to the seminar. Once eMaterials are downloaded, no cancellation/transfer/refund is available.